TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,205 $861K 0.05% +8 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,204 $860K 0.3% +677 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,204 $860K 0.38% +606 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,203 $860K 0.08% +2,386 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,189 $859K 0.01% +641 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,185 $857K 0.32% +86 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,180 $857K 0.06% +474 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 5,180 $856K 0.01% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,176 $856K 0.62% +800 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 5,176 $856K 0.13% -2,700 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,155 $852K 0.6% -77 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 5,455 $852K 0.23% -5 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 5,147 $851K 0.41% +4 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 5,137 $849K 0.5% -445 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,134 $849K 0.29% -170 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,130 $848K 0.02% -13 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,130 $848K 0.19% -27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,111 $845K 0.43% +108 13F-HR Timeline Group HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 5,099 $843K <0.01% 0 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 5,097 $843K 0.33% +44 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,090 $842K 0.05% -512 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,088 $841K 0.18% -540 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,476 $841K 0.08% -116 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,752 $840K 0.12% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,076 $839K 0.45% -12 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,033 $832K 0.43% +119 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,001 $827K 0.03% -910 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 5,000 $827K 0.01% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,993 $826K 0.03% +653 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,992 $825K 0.42% -288 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,984 $824K 0.04% -62 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 4,976 $823K 0.12% -38 13F-HR/A Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,976 $823K 0.49% +1,367 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,970 $822K 0.04% -15 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,961 $820K 0.45% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,952 $819K 0.09% +57 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,944 $817K 0.09% -8,017 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 4,943 $817K 0.77% -178 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,937 $816K 0.19% +2,714 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,935 $816K 0.07% +50 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,930 $815K 0.06% -4,783 13F-HR Timeline Group Evansbrook LLC More: the full row for Evansbrook LLC 4,924 $814K 0.54% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,922 $814K 0.14% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,914 $812K 0.34% -974 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,902 $810K 0.21% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,900 $810K 1.04% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,894 $809K 0.12% +483 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,891 $809K 0.02% -2,791 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,882 $807K 0.58% -250 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,877 $806K 0.7% -22 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,877 $806K 0.19% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,876 $806K 0.03% -13 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 4,868 $805K 1.27% -438 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 4,867 $805K 0.54% +116 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,851 $802K 0.04% +882 13F-HR/A Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 4,849 $802K 0.08% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4,845 $801K 0.17% -2,681 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 4,834 $799K 0.21% +3,454 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,845 $799K 0.12% +313 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,830 $799K 0.72% -52 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,804 $794K 0.31% -2,287 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,800 $794K 0.16% 0 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 4,800 $794K 0.6% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,799 $793K 0.15% -4,529 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,798 $793K 0.36% +597 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,774 $789K 0.04% +784 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,759 $787K 0.04% +2,892 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,896 $785K 0.05% +936 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,730 $782K 0.09% -24 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,730 $782K 0.31% -6 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,701 $777K 0.22% +15 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 4,693 $776K 0.05% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,690 $775K 0.17% +4,575 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,674 $773K 0.02% -859 13F-HR Timeline Group Income Insurance Ltd More: the full row for Income Insurance Ltd 4,673 $773K 0.53% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,660 $770K 0.27% -27 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,659 $770K 0.4% -171 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,647 $768K 0.07% +380 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,636 $767K 0.05% -278 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,624 $764K 0.02% +662 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 4,749 $764K 0.1% +137 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,621 $764K 0.09% +46 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,616 $763K 0.27% -7 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,612 $763K 0.03% -8 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,602 $761K 0.15% -332 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,593 $759K 0.18% -300 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,589 $759K 0.36% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,587 $758K 0.29% -500 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,581 $757K 0.04% +277 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,570 $756K 0.56% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 4,567 $755K 0.01% -47,806 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,561 $754K 0.42% +29 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,560 $754K 0.14% -2,630 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,554 $753K 0.01% -369 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,551 $753K 0.13% -170 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,545 $752K 0.04% -135 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,529 $749K 0.48% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,523 $748K 0.17% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,512 $746K 0.04% -32 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,729 $745K 0.03% -318 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 4,506 $745K 0.08% -96 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,513 $744K 0.04% +10 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,497 $744K 0.01% +1,839 13F-HR Timeline Group ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 4,483 $741K 0.09% -121 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 4,482 $741K 0.56% +30 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,433 $738K 0.06% +375 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,465 $738K 0.06% +1,107 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,459 $737K 0.09% +30 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 4,453 $736K 0.67% +1 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,451 $736K <0.01% +1,277 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,448 $735K 0.04% +166 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,448 $735K 0.23% +8 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 4,447 $735K 0.23% -144 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 4,447 $735K 0.52% 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,446 $735K 0.04% +53 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,432 $733K 0.22% -347 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,424 $731K 0.03% -868 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 3,892 $731K 0.28% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,415 $730K 0.05% +2,291 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,406 $729K 0.36% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,396 $727K 0.56% +296 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,389 $726K 0.04% -117 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,386 $725K 0.04% -150 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 4,359 $721K 0.38% +207 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,359 $721K 0.31% +278 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,577 $719K 0.04% -446 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 4,349 $719K 0.72% -161 13F-HR/A Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,342 $718K 0.12% -36 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,340 $718K 0.13% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,339 $717K <0.01% -568 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,338 $717K 0.16% +198 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 4,337 $717K 0.06% 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,328 $716K 0.11% +131 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,314 $713K 0.08% +57 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,270 $712K 0.4% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,301 $711K 0.05% +1,970 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 710,962 $711K 1.7% +706,662 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,295 $710K 0.06% +368 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,292 $710K 0.06% +82 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,283 $708K 0.04% -739 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 4,240 $707K 0.34% 0 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 4,275 $707K 0.38% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,260 $704K 0.19% 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 4,252 $703K 0.36% -14 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 4,249 $703K 0.11% +111 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,244 $702K 0.45% +1,486 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,240 $701K 0.29% +2 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,231 $700K 0.08% +653 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,230 $699K 0.14% +167 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,215 $697K 0.16% +459 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,214 $697K 0.4% -108 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,213 $697K 0.11% -134 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 4,200 $694K 0.04% 0 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 4,200 $694K 0.62% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,194 $693K 0.12% -56 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 4,177 $691K 0.08% -25 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 4,175 $690K 0.03% -4,267 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,172 $690K 0.17% +476 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,134 $690K 0.08% +61 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 4,165 $689K 0.31% -50 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 4,159 $688K 0.24% +220 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,157 $687K 0.18% -126 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 4,144 $685K 0.6% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,143 $685K 0.1% -69 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,139 $684K 0.24% +3 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,135 $684K 0.37% -71 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,122 $682K 0.04% +23 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,120 $681K 0.05% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,115 $680K 0.1% new 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 4,112 $680K 0.05% -50 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,110 $680K 0.33% 0 13F-HR Timeline Group Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 4,101 $678K 0.36% +1,424 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 4,097 $677K 0.56% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,086 $676K 0.14% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,080 $675K <0.01% 0 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,279 $675K 0.44% -282 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,075 $674K 0.82% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,073 $673K 0.22% -24 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,073 $673K 0.05% +174 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,072 $673K 0.37% +297 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 4,066 $672K 0.11% 0 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 4,049 $669K 0.35% +19 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,044 $669K 0.11% +89 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,043 $668K 0.15% -746 13F-HR Timeline Boit C F David More: the full row for Boit C F David 4,020 $665K 0.29% +200 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,012 $663K 0.07% +1 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,008 $663K 0.18% new 13F-HR Timeline Group Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,008 $663K 0.71% +274 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. 4,001 $662K 0.02% +2,159 13F-HR Timeline Group Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 4,000 $661K 0.38% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,986 $659K 0.21% -1,162 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,961 $655K 0.25% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,960 $655K 0.08% +29 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,954 $654K 1.04% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,954 $654K 0.34% +2 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,948 $653K 0.09% +710 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,944 $652K 0.15% +2 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,939 $651K 0.53% -3 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,900 $651K 0.2% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,937 $651K 0.08% 13F-HR Timeline