Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,237 $976K 0.01% new 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 5,236 $976K 0.12% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,199 $969K 0.19% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 5,173 $964K 0.43% +75 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,165 $963K 0.05% -4,319 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,162 $962K 0.04% -132 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,145 $959K 0.26% new 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 5,104 $951K 0.6% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,066 $944K 0.03% -1,040 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 5,024 $939K 0.01% -910 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,034 $938K 0.06% -10,200 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,032 $938K 0.03% -831 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,026 $937K 0.02% +401 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 5,000 $932K 0.02% -21,109 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $932K 0.19% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,981 $928K 0.05% +100 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,966 $926K 0.39% -154 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,572 $924K 0.04% +356 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,947 $922K 0.03% +453 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,947 $922K 0.03% +221 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 4,698 $921K 0.44% +26 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,927 $919K 0.3% -1,500 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,924 $918K 0.25% -118 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 4,915 $916K 0.3% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 4,902 $914K 0.4% -3,309 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 4,886 $911K 0.06% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,884 $910K 0.62% +692 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,862 $906K 0.06% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,849 $904K 0.27% +58 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 4,843 $903K 0.26% -216 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,820 $899K 0.06% -1,510 13F-HR/A Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,817 $898K 0.22% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,810 $897K 0.05% +89 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 4,800 $895K 0.05% -1,665 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,790 $893K 0.11% +21 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 4,781 $891K 0.09% -52 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,750 $885K 0.28% -75 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 4,746 $885K 0.15% -354 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,742 $884K 0.15% +940 13F-HR/A Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,739 $883K 0.02% +289 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,731 $882K 0.06% -15 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,728 $881K 0.15% -1,264 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,726 $881K 0.06% +131 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,709 $878K 0.03% -121 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,700 $876K 0.07% +52 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,698 $876K 0.14% +15 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,694 $875K 0.01% -580 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,690 $874K 0.08% -238 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,685 $873K 0.11% +14 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,664 $870K 0.13% +20 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,643 $866K 0.55% +881 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,623 $862K 0.81% +600 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,604 $858K 0.06% -565 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 4,600 $858K 0.02% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,598 $857K 0.14% -33 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,593 $856K <0.01% +597 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,585 $855K 0.19% +23 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 4,582 $854K 0.06% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,580 $854K 0.12% -9,110 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 4,555 $849K 0.25% -125 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,546 $847K 0.05% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,530 $844K 0.01% -7,638 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,523 $843K 0.01% +276 13F-HR Timeline Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 4,520 $843K 0.3% -4 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,495 $838K 0.11% +1,003 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,492 $837K 0.05% +480 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,478 $835K 0.11% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,458 $831K 0.39% -180 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,444 $828K 0.1% +129 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,420 $824K 0.06% +322 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 4,417 $823K 0.19% +2,732 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 4,414 $823K 0.02% -3,746 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,408 $822K 0.02% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 4,402 $821K 0.25% 0 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 4,400 $820K 0.47% -2,600 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,375 $816K 0.34% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,342 $810K 0.24% -290 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,331 $807K 0.27% +1,449 13F-HR/A Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,300 $802K 0.08% -600 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,276 $797K 0.17% -992 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,208 $784K 0.55% +1,458 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,205 $784K 0.2% +15 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,199 $783K 0.11% -7 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,188 $781K 0.02% -446 13F-HR/A Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,186 $780K 0.02% -49 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,185 $780K 0.07% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,144 $773K 0.19% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 4,136 $771K 0.07% -94 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,135 $771K 0.06% -156 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,128 $770K 0.07% +569 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,123 $769K 0.13% +457 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,121 $768K 0.18% +16 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,116 $767K 0.11% +406 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,111 $766K 0.05% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 4,106 $765K 0.27% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,094 $763K <0.01% -1,565 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,065 $758K 0.04% +2,385 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,048 $755K 0.07% -30 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 4,047 $754K 0.47% -10 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3,846 $754K 0.29% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,040 $753K 0.02% -176,457 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,026 $751K 0.09% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,026 $751K 0.22% -2,724 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,999 $745K 0.05% -5,617 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,989 $744K 0.01% -2 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,958 $738K 0.02% +123 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,955 $737K 0.09% +74 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 3,950 $736K 0.01% -1,000 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,949 $736K 0.1% new 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,930 $733K 0.69% 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 3,923 $731K 0.12% +764 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,923 $731K 0.13% -150 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,903 $728K 0.06% +709 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,902 $728K 0.4% +1,381 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,896 $726K 0.43% +20 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,895 $726K 0.05% +75 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,878 $723K 0.16% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,858 $719K 0.16% +102 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,854 $718K 0.18% +1,944 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 3,850 $718K 0.24% +9 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,847 $717K 0.06% -336 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,840 $716K 0.54% +119 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,830 $714K 0.02% +14 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,809 $710K 0.09% +78 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,802 $709K 0.34% +30 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,795 $708K 0.36% +1,646 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,758 $700K 0.02% +1,477 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,750 $699K 0.53% +193 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,742 $698K 0.11% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,735 $696K 0.04% -127 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,540 $694K 0.13% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,721 $694K 0.06% -26 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 3,721 $694K 0.1% +839 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,720 $693K 0.26% +16 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,700 $690K 0.03% -1,448 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,696 $689K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,671 $684K 0.02% +89 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,659 $682K 0.05% -13,863 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,644 $679K 0.31% -89 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,642 $679K 0.38% +18 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,640 $679K 0.01% +13 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 3,638 $678K 0.18% +27 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,632 $677K 0.02% -4,931 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,618 $674K 0.42% -2 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,610 $673K 0.15% -144 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,605 $672K 0.04% +700 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,597 $671K 0.05% +255 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,598 $671K 0.08% -988 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,581 $668K 0.07% -1,034 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,577 $667K 0.12% -127 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,385 $665K 0.46% +372 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,567 $665K 0.06% new 13F-HR Timeline Group InvesTrust More: the full row for InvesTrust 3,564 $664K 0.26% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,559 $663K 0.02% +150 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,542 $660K 0.01% -110 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 3,537 $659K 0.01% -17,819 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,525 $657K 0.19% +19 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,351 $657K 0.25% new 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 3,516 $655K 0.21% -9,552 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,512 $655K 0.5% 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,504 $653K 0.08% -20 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,496 $652K 0.02% +202 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,494 $651K 0.53% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,487 $650K 0.29% -10 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,473 $647K 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,466 $646K 0.01% -269 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 3,460 $645K 0.17% +125 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,455 $644K 0.02% +257 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,442 $642K 0.04% -1,931 13F-HR Timeline Group MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,441 $641K 0.16% -10 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,440 $641K 0.06% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,412 $636K 0.05% -427 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,410 $636K 0.21% -238 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,407 $635K 0.3% -25 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 3,400 $634K 0.56% +660 13F-HR/A Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,464 $632K 0.01% -21,922 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,382 $630K 0.06% -12,362 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,370 $628K 0.62% +192 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,366 $627K 0.36% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,253 $627K 0.06% +178 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,364 $627K 0.44% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,360 $626K 0.07% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,356 $626K 0.23% -22 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,354 $625K 0.04% +32 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,341 $623K 0.06% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,319 $619K 0.05% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,304 $616K 0.01% +124 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,303 $616K 0.29% -100 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,302 $616K 0.04% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,295 $614K 0.07% -1,129 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,289 $613K 0.15% -33 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 3,286 $613K 0.23% -12,154 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,278 $611K 0.02% +358 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,270 $610K 0.04% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,267 $609K 0.06% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 3,261 $608K 0.22% +13 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,250 $606K 0.09% -300 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,230 $602K <0.01% -1,640 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,229 $602K 0.13% +131 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,209 $598K 0.08% -1,007 13F-HR Timeline