Keel Point, LLC More: the full row for Keel Point, LLC 3,785 $483K 0.03% +315 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 3,780 $483K 0.01% -20 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,767 $481K 0.03% +8 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,763 $480K 0.05% +87 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,759 $480K 0.17% -800 13F-HR Timeline Group CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,757 $480K 0.25% +109 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,742 $478K 0.02% -63 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,723 $475K 0.17% 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,704 $473K 0.29% 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 3,703 $473K 0.17% +113 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,700 $472K 0.09% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,695 $472K 0.01% -8,017 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 3,692 $471K 0.06% 0 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 3,688 $471K 0.44% 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,686 $471K 0.14% +195 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,678 $470K 0.17% +635 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,594 $469K 0.07% +657 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,668 $468K 0.04% +106 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 3,657 $467K 0.09% +431 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,644 $465K 0.1% -1,928 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,643 $465K 0.1% -600 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,638 $464K <0.01% 0 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,635 $464K 0.01% +52 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,630 $463K 0.15% -173 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,601 $460K 0.01% +46 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 3,600 $460K 0.13% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,499 $459K 0.03% +111 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,558 $454K 0.07% +294 13F-HR Timeline Group Vantus Wealth LLC More: the full row for Vantus Wealth LLC 3,557 $454K 0.33% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,552 $453K 0.01% +61 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 3,550 $453K 0.08% -3,500 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,535 $451K 0.03% -125 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,528 $450K 0.04% +1,282 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,513 $448K 0.09% +318 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,509 $448K 0.26% -212 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 3,487 $445K 0.34% +88 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 3,468 $443K 0.42% 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,421 $437K 0.17% -270 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,413 $436K 0.02% new 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,410 $435K 0.02% +1,751 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,409 $435K 0.03% -368 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,398 $434K 0.02% +67 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,400 $434K 0.01% +385 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,384 $432K 0.02% +755 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 3,377 $431K 0.04% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,373 $431K 0.03% +36 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,353 $428K 0.14% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,335 $426K 0.04% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,328 $425K 0.14% +468 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,313 $423K 0.01% +1,063 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,280 $419K 0.04% -255 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,273 $418K 0.01% +1,234 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,262 $416K 0.29% +65 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,258 $416K 0.07% new 13F-HR/A Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,257 $416K 0.03% +122 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,256 $416K 0.12% +170 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,249 $415K 0.18% +162 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,248 $415K 0.05% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,245 $414K 0.28% +20 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 3,240 $414K 0.14% 13F-HR/A Timeline ROGCO, LP More: the full row for ROGCO, LP 3,202 $409K 0.14% +262 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,856 $408K 0.12% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,185 $407K 0.21% +137 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 3,157 $403K 0.13% -265 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,150 $402K <0.01% +263 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,148 $402K 0.02% +814 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,140 $401K 0.01% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,134 $400K 0.11% +850 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,132 $400K 0.14% new 13F-HR Timeline MOTCO More: the full row for MOTCO 3,121 $398K 0.04% +48 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,111 $397K 0.27% 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,104 $396K 0.24% 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,077 $393K 0.19% +109 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,088 $393K 0.01% +1,169 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,067 $392K 0.08% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,063 $391K 0.09% +626 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,058 $390K 0.03% new 13F-HR/A Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,053 $390K 0.1% +32 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,047 $389K 0.13% +354 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,925 $388K 0.03% +173 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,040 $388K 0.01% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,005 $384K 0.05% +205 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,994 $382K 0.12% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,958 $378K <0.01% -1,614 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 2,947 $376K 0.07% -9 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,945 $376K 0.03% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,931 $374K 0.04% new 13F-HR/A Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,923 $373K <0.01% +1,100 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 2,920 $373K <0.01% 0 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 2,911 $372K 0.08% -549 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,911 $372K 0.07% +423 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,906 $371K 0.07% +39 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,900 $370K 0.21% +929 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,895 $370K 0.01% +481 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,872 $367K 0.06% -25 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,868 $366K 0.32% 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,855 $364K 0.01% -5,342 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 2,844 $363K 0.05% -30 13F-HR/A Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,832 $362K 0.02% +976 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,803 $358K 0.24% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,800 $357K 0.13% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,795 $357K 0.46% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,794 $357K 0.01% +645 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,787 $356K 0.15% -38 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,785 $356K 0.02% +398 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,783 $355K 0.02% +134 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,773 $354K 0.02% +379 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,764 $353K 0.09% +362 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,761 $352K 0.23% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,752 $351K 0.06% +22 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,742 $350K 0.19% -50 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,733 $349K 0.2% 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 2,733 $349K 0.29% 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 2,731 $349K 0.23% 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,473 $347K 0.21% +193 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,690 $343K 0.02% new 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 2,676 $342K 0.02% -16 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,673 $341K 0.2% +150 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 2,665 $340K 0.14% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,656 $339K 0.25% -98 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,651 $338K 0.07% +80 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,641 $337K 0.14% +497 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,636 $337K 0.09% new 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,632 $336K 0.25% -6 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,628 $335K 0.04% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,612 $333K 0.06% 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,600 $332K <0.01% -32 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,596 $331K <0.01% +280 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,590 $331K 0.02% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,585 $330K 0.13% +64 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,580 $329K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,577 $329K 0.14% +192 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,560 $327K 0.22% +5 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,556 $326K 0.02% -913 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,537 $324K 0.01% +100 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,535 $324K 0.11% -291 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,495 $322K 0.05% new 13F-HR/A Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,463 $319K 0.06% -186 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,500 $319K 0.03% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,493 $318K 0.01% +122 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,486 $317K 0.01% +56 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,483 $317K 0.12% +227 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,482 $317K 0.02% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,481 $317K 0.02% +155 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,480 $317K 0.02% +529 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,480 $317K 0.06% +880 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,477 $316K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,476 $316K 0.01% -36 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,468 $315K 0.11% +353 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,441 $312K 0.05% +171 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,433 $311K 0.02% +1 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,430 $310K 0.04% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,427 $310K 0.02% +602 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,427 $310K <0.01% +187 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,421 $309K 0.01% +12 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,416 $308K 0.06% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,414 $308K 0.09% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,410 $308K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,402 $307K 0.12% +32 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 2,400 $306K 0.04% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,398 $306K 1.05% +79 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,390 $305K 0.03% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,389 $305K <0.01% -683 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,377 $303K 0.01% +470 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,375 $303K 0.15% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,371 $303K 0.14% -330 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 2,347 $300K 0.08% -1,236 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,321 $296K 0.15% -68 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,308 $295K 0.02% +492 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,307 $295K 0.01% -794 13F-HR/A Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,300 $294K 0.04% +177 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,296 $293K 0.13% +133 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,287 $292K <0.01% -597 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,281 $291K 0.02% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,276 $291K <0.01% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,257 $288K 0.07% -3 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,256 $288K 0.01% +315 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,237 $286K 0.02% -88 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,235 $285K 0.06% 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,173 $285K 0.23% -5 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,215 $283K <0.01% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,208 $282K 0.02% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,206 $282K 0.01% +380 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,204 $281K 0.01% +254 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,191 $280K 0.03% +40 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,189 $279K 0.04% +19 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,165 $279K 0.25% +139 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,186 $279K 0.03% +19 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,179 $278K 0.01% -2 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,179 $278K 0.08% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,177 $278K 0.01% +30 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,176 $278K 0.07% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,186 $277K 0.03% -1 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,169 $277K 0.03% +342 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,169 $277K 0.02% -231 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,155 $275K 0.15% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,155 $275K 0.09% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,142 $273K 0.07% +193 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,140 $273K 0.01% -5,700 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 2,131 $272K 0.19% +12 13F-HR Timeline