OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,504 $444K 0.09% +4 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 3,493 $443K 0.28% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,479 $441K 0.03% +33 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,470 $440K 0.11% -9 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,467 $439K 0.02% -1,109 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,460 $439K 0.02% -51 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,452 $438K 0.03% +2 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 3,445 $437K 0.34% -309 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,431 $435K 0.08% -3 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 3,422 $435K 0.02% -576 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,428 $435K 0.05% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,400 $431K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,916 $430K 0.03% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,344 $424K 0.32% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,341 $424K 0.02% -37 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,334 $423K 0.03% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,340 $423K 0.02% -8 13F-HR/A Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,318 $421K 0.04% +1,001 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,303 $419K 0.01% +794 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,300 $418K 0.14% +10 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,281 $416K 0.07% -10 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,279 $416K 0.5% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 3,281 $415K 0.12% -459 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,270 $415K 0.15% -12 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,253 $412K <0.01% -1,937 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,247 $412K 0.16% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,234 $410K <0.01% +233 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,232 $410K 0.02% +573 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 3,197 $405K 0.49% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,194 $405K 0.06% 0 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,201 $404K 0.06% -56 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,181 $403K 0.02% +25 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,180 $403K 0.06% +82 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,178 $403K 0.13% -32 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 3,170 $402K 0.25% 0 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,166 $401K 0.11% new 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 3,158 $400K 0.12% +1,738 13F-HR Timeline Group Aufman Associates Inc More: the full row for Aufman Associates Inc 3,154 $400K 0.23% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,153 $400K <0.01% -8,464 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,146 $399K 0.02% +28 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,213 $398K 0.07% -8 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,142 $398K 0.05% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,141 $398K 0.02% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,100 $393K 0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,089 $392K 0.05% +104 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,333 $391K 0.1% -310 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,085 $391K 0.04% -25 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,068 $389K 0.07% -117 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,056 $387K 0.07% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,054 $387K 0.01% -45 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,030 $384K 0.07% new 13F-HR/A Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,027 $384K 0.07% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,022 $383K 0.05% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,019 $383K 0.17% +23 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,006 $381K 0.04% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 3,001 $380K 0.11% -167 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,000 $380K 0.01% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,997 $380K 0.01% +70 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,994 $380K <0.01% +469 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 3,022 $377K 0.11% +790 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,973 $377K 0.07% +2 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,964 $376K 0.02% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,958 $375K 0.22% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,954 $374K 0.18% -153 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,952 $374K <0.01% -15,305 13F-HR Timeline Group CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 2,950 $374K 0.09% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,939 $373K 0.06% +173 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 2,950 $372K 0.01% -15 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,934 $372K 0.1% -30 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,928 $371K 0.01% +19 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,924 $371K 0.04% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,965 $367K <0.01% -1,536 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,896 $367K 0.33% -37 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,894 $367K 0.05% -258 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,884 $366K 0.03% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,876 $365K 0.01% +22 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 3,252 $363K 0.19% 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,853 $362K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. STAR Financial Bank More: the full row for STAR Financial Bank 2,844 $361K 0.21% -490 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,837 $360K 0.15% +2,698 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,833 $359K 0.01% -835 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,828 $359K 0.06% +79 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,826 $358K 0.06% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,824 $358K 0.08% +18 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,790 $354K 0.21% -4 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,786 $353K 0.27% +361 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,779 $352K 0.03% -151 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,771 $351K 0.03% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,765 $350K 0.22% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,753 $349K 0.02% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,807 $348K 0.07% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,746 $348K 0.1% +21 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,746 $348K 0.09% -26 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,744 $348K 0.01% +64 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,743 $348K 0.07% -302 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,743 $348K 0.04% -625 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,742 $347K 0.04% -2,055 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,733 $346K 0.16% +141 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 2,725 $345K 0.13% +7 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,720 $345K 0.01% -34 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,700 $342K 0.04% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,700 $342K 0.09% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,684 $340K <0.01% -586 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,682 $340K 0.12% +130 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,682 $340K 0.06% 0 13F-HR/A Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,681 $340K 0.07% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,672 $339K 0.13% -67 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,666 $338K 0.28% +1 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,657 $337K 0.07% -1,700 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,657 $337K 0.02% +516 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,653 $336K 0.01% +228 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,651 $336K 0.03% +288 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,634 $334K 0.02% -260 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,630 $333K 0.14% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,629 $333K 0.06% +133 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,619 $332K 0.21% +55 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,612 $331K 0.04% -141 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,611 $331K <0.01% -183 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,605 $330K 0.04% -97 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 2,600 $330K <0.01% new 13F-HR/A Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,599 $329K 0.02% +2 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,594 $329K 0.01% +333 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,592 $329K 0.12% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,585 $328K 0.02% -831 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,550 $328K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,574 $326K 0.07% +4 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,565 $325K 0.03% -87 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 2,563 $325K 0.12% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,550 $323K 0.09% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,589 $321K 0.08% -15 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,531 $321K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,526 $320K 0.63% -35,058 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,873 $319K 0.05% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,520 $319K 0.09% -99 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,501 $317K 0.03% -511 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,502 $317K 0.01% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,497 $317K 0.25% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,497 $317K <0.01% -94 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,486 $315K 0.02% +12 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,482 $315K 0.14% +180 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,482 $315K 0.07% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,475 $314K 0.02% +114 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,465 $312K 0.01% -90 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,450 $311K 0.08% +161 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 2,451 $310K 0.08% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 2,439 $309K 0.01% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 2,435 $309K 0.13% -39 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,430 $308K 0.03% -23 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,428 $308K 0.06% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,419 $307K 0.04% +224 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,418 $307K 0.06% -90 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,412 $306K 0.07% -20 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,410 $305K 0.03% -771 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,458 $305K <0.01% -212 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,390 $303K 0.04% +11 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,382 $303K 0.01% -1,881 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,378 $301K 0.03% -415 13F-HR Timeline Group Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 2,375 $301K 0.17% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,373 $301K 0.15% -217 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,366 $300K 0.06% -474 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,360 $299K 0.06% +17 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,344 $297K 0.05% -1,804 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,308 $293K 0.03% +9 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,296 $291K 0.01% -186 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 2,297 $291K 0.1% +6 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,295 $291K <0.01% -257 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,287 $290K 0.02% -1,567 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,282 $289K 0.1% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,255 $286K 0.02% +163 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,247 $285K 0.02% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,244 $284K 0.06% -23 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,235 $283K <0.01% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,228 $282K 0.1% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,226 $282K 0.01% +206 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 2,225 $282K 0.13% -25 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,219 $281K 0.09% +8 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,214 $281K 0.07% -91 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,210 $280K 0.03% -38 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,210 $280K 0.06% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,205 $280K 0.04% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,200 $279K 0.07% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,187 $277K 0.02% -179 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,174 $276K 0.02% -243 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,168 $275K 0.1% +89 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,165 $274K 0.06% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,163 $274K 0.02% -409 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,162 $274K 0.02% -30 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,160 $274K 0.08% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,153 $273K 0.05% -114 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,150 $273K 0.13% -485 13F-HR Timeline Group Challenger Wealth Management More: the full row for Challenger Wealth Management 2,150 $273K 0.21% -992 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,146 $272K 0.02% +170 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,140 $271K 0.06% -77 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,140 $271K 0.02% -98 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,132 $270K 0.02% 0 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,132 $270K 0.2% -3 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,131 $270K 0.01% +62 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,121 $269K 0.12% -4 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 2,116 $268K 0.14% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,114 $268K 0.21% -602 13F-HR Timeline