Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,115 $1.29M 0.02% +7,683 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,110 $1.29M 0.07% +347 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,087 $1.28M 0.55% +2,800 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 8,039 $1.28M 0.61% +5 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 8,076 $1.28M 0.51% +3,430 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,074 $1.28M 0.37% +71 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 8,068 $1.28M 0.36% +2,669 13F-HR Timeline Savoir Faire Capital Management, L.P. More: the full row for Savoir Faire Capital Management, L.P. 8,061 $1.28M 1.12% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 8,054 $1.28M 0.27% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 8,046 $1.28M 1.47% -92 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 8,045 $1.28M 0.41% -99 13F-HR/A Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 8,030 $1.27M 0.24% +1,540 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 8,009 $1.27M 0.54% +30 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 8,004 $1.27M 0.03% +1,429 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 7,984 $1.27M 0.1% +589 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 7,929 $1.26M 0.07% +40 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,926 $1.26M 0.36% 0 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,876 $1.25M 0.85% -1,000 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 7,864 $1.25M 0.47% +16 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,847 $1.25M 0.19% +253 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,834 $1.24M 0.12% +844 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 7,829 $1.24M 1.24% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,814 $1.24M 0.22% -8 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,813 $1.24M 0.05% +870 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,796 $1.24M 0.32% -226 13F-HR Timeline CNB Bank More: the full row for CNB Bank 7,746 $1.23M 0.62% -2,576 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 7,726 $1.23M 0.78% -79 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 7,721 $1.23M 1.02% +35 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 7,710 $1.22M 0.02% -100 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 7,674 $1.22M 0.13% +1,621 13F-HR/A Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,646 $1.22M 0.08% +35 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 7,659 $1.22M 0.65% -2,400 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,657 $1.22M 0.22% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 7,219 $1.21M 0.41% +1,069 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 7,640 $1.21M 0.69% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 7,612 $1.21M 0.28% +48 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 7,610 $1.21M 0.59% -50 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,605 $1.21M 1.83% -648 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,588 $1.2M 0.16% -250 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,559 $1.2M 0.32% -47 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,552 $1.2M 0.09% +307 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,549 $1.2M 0.04% -167 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 7,498 $1.19M 0.72% +26 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,494 $1.19M 0.22% -60 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,491 $1.19M 0.02% +1,752 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,486 $1.19M 0.24% +95 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 7,468 $1.19M 0.42% +300 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,454 $1.18M 0.09% +69 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,444 $1.18M 0.05% -3,636 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,439 $1.18M 0.26% -447 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,435 $1.18M 0.36% +1,016 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,434 $1.18M 0.36% +16 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,800 $1.18M 0.82% -40 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 7,410 $1.18M 0.01% -1,000 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,396 $1.18M 0.11% +1,214 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 7,403 $1.18M 1.21% -527 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,396 $1.17M 0.12% +890 13F-HR/A Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 7,394 $1.17M 0.48% -39 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,372 $1.17M 0.3% -25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,372 $1.17M 0.11% +3,822 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 7,342 $1.17M 0.56% +304 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,301 $1.16M 0.19% -941 13F-HR Timeline YACKTMAN ASSET MANAGEMENT LP More: the full row for YACKTMAN ASSET MANAGEMENT LP 7,301 $1.16M 0.02% 0 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 7,294 $1.16M 0.78% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,268 $1.15M 0.12% -806 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 7,246 $1.15M 0.24% -174 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,238 $1.15M 0.07% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,721 $1.14M 0.1% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 7,200 $1.14M 0.3% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,193 $1.14M 0.06% -19,557 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 7,182 $1.14M 0.44% +2,677 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,176 $1.14M 0.15% +324 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 7,154 $1.14M 0.93% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,126 $1.13M 0.02% +216 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,125 $1.13M 0.3% 0 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 7,094 $1.13M 1.15% -385 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 7,083 $1.12M 0.25% +53 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 7,080 $1.12M 0.01% -88 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,074 $1.12M 0.47% new 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 7,039 $1.12M 0.62% -6,717 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,014 $1.11M 0.14% +3,099 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7,004 $1.11M 0.22% +9 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 7,001 $1.11M 0.64% +55 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,000 $1.11M 0.24% +615 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 6,984 $1.11M 0.29% +22 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,982 $1.11M +950 Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,958 $1.1M 0.14% +426 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,953 $1.1M 0.05% -1,130 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 6,935 $1.1M 0.01% +2,669 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,932 $1.1M 0.21% +61 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 6,903 $1.1M 0.29% -300 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 6,900 $1.1M 0.48% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 7,359 $1.09M 0.09% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,885 $1.09M -23 Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,872 $1.09M 0.15% -726 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,872 $1.09M 0.09% +6,866 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,849 $1.09M 0.67% -714 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,841 $1.09M 0.05% -144 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 6,217 $1.08M 0.13% -284 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,817 $1.08M 0.2% +16 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,745 $1.08M 0.05% -6,843 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,800 $1.08M 0.22% -3,500 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 6,800 $1.08M <0.01% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,795 $1.08M 0.6% +2,364 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,793 $1.08M 0.18% -1,454 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,783 $1.08M 0.21% -307 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,783 $1.08M 0.29% +18 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 6,751 $1.07M 1.01% +1,225 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,751 $1.07M -1,622 Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,737 $1.07M 0.12% +630 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,731 $1.07M 0.07% +115 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 6,730 $1.07M 0.67% -746 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,685 $1.06M 0.33% +60 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,663 $1.06M 0.22% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 6,649 $1.06M 0.2% +2,759 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,637 $1.05M 0.75% -8 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,587 $1.05M 0.05% +4,043 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,502 $1.03M 0.05% +72 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,484 $1.03M 0.06% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 6,483 $1.03M 0.58% +473 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,472 $1.03M 0.39% +266 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,459 $1.03M 0.26% +67 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 6,445 $1.02M 0.27% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,426 $1.02M 0.17% +1,387 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6,426 $1.02M 0.2% +1,284 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,425 $1.02M 0.16% +328 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 6,422 $1.02M 0.37% -2,045 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 6,410 $1.02M 0.05% +226 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 6,407 $1.02M 0.1% +56 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 6,399 $1.02M 0.05% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 6,390 $1.01M 0.13% +111 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 6,491 $1.01M 0.05% +1,699 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 6,380 $1.01M 2.41% +19 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,349 $1.01M 0.03% +1,691 13F-HR/A Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,345 $1.01M 0.13% +4 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,343 $1.01M 0.09% +55 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 6,327 $1M 0.11% -100 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 6,306 $1M 0.1% -200 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,296 $999K 0.1% +129 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 6,293 $999K 0.75% -48 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,288 $998K 0.1% -30 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,258 $998K 0.07% +3,114 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,265 $994K 0.02% -326 13F-HR Timeline Group WP Advisors, LLC More: the full row for WP Advisors, LLC 6,261 $994K 0.33% -189 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 6,260 $994K 0.21% -3 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,254 $993K 0.2% -383 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,203 $985K 0.49% +201 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 6,200 $984K 0.26% new 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 6,225 $984K 0.33% -9 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 6,161 $978K 0.39% -109 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 6,144 $975K 0.02% 0 13F-HR Timeline Group MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 6,140 $975K 0.38% +4 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,136 $974K 0.05% +112 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 6,130 $973K 0.45% +391 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 6,130 $973K 0.27% +7 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 6,123 $972K 0.05% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,105 $969K 0.29% +2,590 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 6,100 $968K 0.39% +17 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,560 $968K 0.14% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 6,087 $966K 0.06% +120 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,074 $964K 0.06% +270 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 6,072 $964K 0.16% +566 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 6,070 $963K 0.46% 0 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,069 $963K 0.64% +3,010 13F-HR/A Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 5,725 $962K 0.1% -50 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,015 $955K 0.25% -345 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 6,011 $954K 0.37% -62 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 6,000 $952K 0.06% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 5,981 $949K 0.19% -20 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 5,970 $948K 0.19% -675 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 5,970 $948K 0.18% -675 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,699 $947K 0.09% +3,511 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 5,905 $945K 0.23% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,948 $944K 0.71% -441 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,941 $943K 0.13% -909 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,920 $940K 0.26% +12 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,868 $939K 0.14% +314 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,906 $937K 0.07% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,891 $935K 0.18% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,887 $934K 0.63% -4,471 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,854 $929K 0.07% +474 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,854 $929K 0.04% +800 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,852 $929K 0.08% -653 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,831 $925K 0.05% +47 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 5,816 $923K 0.18% -707 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,809 $922K 0.13% +2,506 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 5,800 $921K 0.01% -50 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,799 $920K 0.11% -352 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,783 $918K 0.79% +6 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 5,782 $918K 0.17% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,775 $917K 0.1% +469 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,724 $916K 0.06% +707 13F-HR Timeline General Partner, Inc. 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