Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,368 $490K 0.07% -93 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,344 $486K 0.38% -35 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,334 $485K 0.03% -460 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,334 $485K 0.31% -140 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,348 $483K 0.03% -19 13F-HR/A Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,305 $481K 0.03% +38 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,299 $480K 0.03% +109 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,348 $480K 0.14% +28 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,292 $479K 0.04% -145 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,291 $479K 0.08% +128 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,290 $479K 0.17% +86 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,282 $477K 0.19% -520 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,279 $477K 0.59% -129 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,270 $476K 0.01% +149 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,263 $475K 0.01% -511 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,257 $474K 0.11% +36 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,252 $473K 0.27% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,247 $472K 0.2% +77 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,221 $469K 0.09% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,210 $467K 0.14% +18 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,194 $464K 0.08% -71 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,185 $463K 0.09% -9 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,181 $463K 0.05% +5 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 3,170 $461K 0.31% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 3,168 $461K 0.14% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,156 $459K 0.02% +294 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,154 $459K 0.28% -396 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,152 $459K 0.08% -5,087 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 3,142 $457K 0.32% +14 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,142 $457K 0.06% 0 13F-HR/A Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,141 $457K 0.03% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,118 $454K 0.03% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,110 $452K 0.05% +13 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,107 $452K 0.28% +77 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,100 $451K 0.01% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,099 $451K 0.01% +1,137 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,098 $451K 0.08% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,075 $447K 0.04% +145 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,056 $445K 0.09% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,045 $443K 0.1% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,027 $440K 0.08% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,022 $440K 0.06% +172 13F-HR/A Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,012 $438K 0.05% +775 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,006 $437K 0.05% -133 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,001 $437K 0.01% +663 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,000 $436K 0.01% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,996 $436K 0.22% +21 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,985 $434K 0.05% +77 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,971 $432K 0.1% +5 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 2,965 $431K 0.02% -72 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,964 $431K 0.03% 0 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,964 $431K 0.13% -10 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,958 $430K 0.27% 0 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 2,950 $429K 0.11% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,935 $427K 0.14% +2,396 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,933 $427K 0.39% -64 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,930 $426K 0.04% +21 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,927 $426K 0.01% -51 13F-HR Timeline Group RW Investment Management LLC More: the full row for RW Investment Management LLC 2,924 $425K 0.05% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,916 $424K 0.03% -91 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,909 $423K 0.01% +1,167 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,894 $421K 0.02% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,884 $420K 0.04% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,871 $418K 0.01% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,854 $415K 0.01% +3 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,840 $413K 0.09% +184 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,826 $411K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,827 $411K 0.01% -345 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,824 $411K 0.04% +403 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,807 $408K 0.08% -599 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,806 $408K 0.09% +16 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,794 $406K <0.01% -420 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,794 $406K 0.25% +1 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,793 $406K 0.04% -25 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,772 $403K 0.12% +17 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,771 $403K 0.04% -640 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,766 $402K 0.07% +424 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,765 $402K 0.28% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,754 $401K 0.01% -165 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,753 $400K 0.06% -20 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,753 $400K 0.02% -57 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,749 $400K 0.07% -43 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,590 $400K 0.22% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,739 $398K 0.17% -14 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,725 $396K 0.12% -117 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 2,717 $396K <0.01% +88 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 2,718 $395K 0.16% +14 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,716 $395K 0.28% +602 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,713 $395K 0.1% new 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,702 $393K 0.05% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,700 $393K 0.05% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,700 $393K 0.11% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,682 $390K 0.07% -50 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,681 $390K 0.08% -300 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,680 $390K 0.01% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,670 $388K <0.01% +142 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,873 $388K 0.07% 0 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,665 $388K 0.34% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,659 $387K 0.02% -71 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,652 $386K 0.04% +5 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,635 $383K 0.19% 0 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,630 $383K 0.22% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,630 $383K 0.18% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,645 $381K 0.03% +89 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,619 $380K 0.11% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,604 $379K 0.1% +15 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,597 $378K 0.03% +83 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,564 $377K 0.26% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,592 $377K 0.15% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,592 $377K 0.18% -217 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,591 $377K <0.01% -40 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,572 $374K 0.04% +153 13F-HR Timeline Group Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 2,571 $374K <0.01% -23,838 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,134 $374K 0.02% +401 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,570 $374K 0.09% +1,588 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,555 $372K 0.02% -363 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,552 $371K 0.14% -34 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,552 $371K <0.01% +55 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,550 $371K 0.11% -100 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,543 $370K 0.01% +1,043 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,531 $368K 0.01% -154 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,525 $367K <0.01% +754 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,550 $367K 0.02% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,509 $365K 0.01% -513 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 2,508 $365K 0.08% -28 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,502 $364K 0.01% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,497 $363K 0.3% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,496 $363K 0.07% +21 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,482 $361K 0.02% -62 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,474 $360K 0.02% +195 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 2,474 $360K 0.17% +2 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,464 $358K 0.17% +75 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,463 $358K 0.1% -3,778 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,453 $357K 0.02% -1,623 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,453 $357K 0.03% -79 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 2,451 $356K 0.1% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,417 $356K 0.03% -17 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,432 $354K 0.09% -1 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,428 $353K 0.07% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,425 $353K 0.28% +508 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,425 $353K 0.01% +249 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,417 $352K 0.03% +16 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 2,416 $351K 0.04% -8,910 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,401 $349K 0.02% -4,003 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,393 $348K 0.26% -2,787 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,379 $346K 0.05% +9 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,376 $346K 0.14% +16 13F-HR/A Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 2,375 $345K 0.21% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,362 $344K 0.02% new 13F-HR Timeline Group Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,363 $344K 0.03% +125 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,361 $343K 0.03% -44 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,343 $341K 0.08% -18 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 2,335 $340K 0.24% +178 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,317 $337K 0.03% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,305 $335K 0.08% +75 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,302 $335K 0.16% +261 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,299 $334K 0.04% +9 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,294 $334K 0.13% -7,705 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,292 $333K 0.18% +852 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 2,291 $333K 0.13% -148 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,289 $333K 0.09% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,267 $330K 0.06% +8 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,267 $330K 0.08% -18 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,366 $329K 0.03% +219 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,261 $329K 0.01% new 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 2,250 $327K 0.21% -90 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,248 $327K 0.04% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,247 $327K 0.02% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,232 $326K 0.11% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,238 $326K 0.02% -798 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,235 $325K <0.01% -42 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,228 $324K 0.12% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,217 $322K 0.08% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,211 $322K 0.11% +24 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,210 $321K 0.08% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,205 $321K 0.05% +60 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,200 $320K 0.09% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,195 $319K 0.04% +32 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,192 $319K 0.02% -18 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,186 $318K 0.01% +95 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,160 $314K 0.1% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,145 $312K 0.06% +441 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 2,142 $312K 0.11% -78 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,141 $311K 0.02% +85 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,141 $311K 0.03% -36 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,135 $310K 0.24% -143 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,132 $310K 0.02% 0 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 2,103 $310K 0.1% -193 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,125 $309K 0.15% +7 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,121 $308K 0.16% -5 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,114 $308K 0.04% +436 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,109 $307K 0.24% -156 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,108 $307K 0.01% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,107 $306K 0.21% -78 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 2,100 $305K 0.04% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,094 $305K 0.02% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,092 $304K 0.02% -104 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,090 $304K 0.06% +1 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,079 $302K 0.12% +124 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,075 $302K 0.04% 0 13F-HR Timeline