OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,796 $1.21M 0.01% -787 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,758 $1.2M 0.02% +1,829 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,756 $1.2M 0.17% +133 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,737 $1.19M 0.19% -206 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,727 $1.19M 0.05% -227 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,703 $1.19M 0.07% -713 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 5,687 $1.18M 0.35% +509 13F-HR/A Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 5,660 $1.18M 0.99% +150 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,649 $1.18M 0.13% -3,197 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,605 $1.17M 0.01% +170 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 5,602 $1.17M 0.08% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,561 $1.16M 0.07% -223 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,515 $1.15M 0.03% +4,217 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,504 $1.15M 0.06% +458 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 5,481 $1.14M 1.01% +141 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,434 $1.14M 0.09% +15 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 5,442 $1.13M 0.1% -8,776 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,430 $1.13M 0.03% +1,317 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,410 $1.13M 0.06% -163 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,410 $1.13M 0.09% -3,054 13F-HR Timeline CNB Bank More: the full row for CNB Bank 5,398 $1.12M 0.47% +14 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 5,353 $1.11M 0.34% +305 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 5,335 $1.11M 0.58% 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,318 $1.11M 0.17% -272 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 5,309 $1.1M 0.02% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 5,309 $1.1M 0.37% +2,166 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,307 $1.1M 0.06% +2,889 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,294 $1.1M 0.04% -563 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,288 $1.1M 0.46% +2,968 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,283 $1.1M 0.27% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,263 $1.1M 0.32% -922 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,250 $1.09M 0.46% +157 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,233 $1.09M 0.02% +653 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,231 $1.09M 0.01% +183 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 5,212 $1.08M 0.89% -16,844 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,154 $1.07M 0.47% +376 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,149 $1.07M 0.12% -175 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 5,148 $1.07M 0.7% +417 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,123 $1.07M 0.35% -219 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 5,106 $1.06M 0.04% -50 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,105 $1.06M 0.18% -255 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 5,104 $1.06M 0.6% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 5,101 $1.06M 0.62% +367 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,088 $1.06M 0.14% +589 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 5,067 $1.05M 0.04% -71 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,045 $1.05M 0.33% +2,293 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,018 $1.04M 0.01% +260 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,017 $1.04M 0.06% +577 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,006 $1.04M 0.08% -304 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $1.04M 0.21% 0 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 5,000 $1.04M 0.02% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 4,974 $1.04M 0.05% +108 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 4,915 $1.02M 0.3% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,901 $1.02M 0.08% -74 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,900 $1.02M 0.05% +270 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,900 $1.02M 0.24% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 4,871 $1.01M 0.3% -397 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,846 $1.01M 0.4% +16 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,840 $1.01M 0.86% +126 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,830 $1.01M 0.04% -604 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 4,827 $1M 0.03% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,826 $1M 0.09% +2,387 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,823 $1M 0.35% -596 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,817 $1M 0.21% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,817 $1M 0.05% -28 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,815 $1M 0.08% +60 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,809 $1M 0.06% +71 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 4,801 $999K 0.42% +34 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,799 $999K 0.06% +15 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 4,795 $998K 0.67% +100 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,783 $995K 0.18% +343 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,752 $989K 0.13% +66 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,743 $987K 0.11% +130 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 4,622 $987K 0.49% +287 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,717 $982K 0.04% -170 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,712 $981K 0.48% +2,433 13F-HR Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,700 $978K 0.27% -50 13F-HR/A Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,698 $978K 0.15% -2 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,684 $975K 0.07% +440 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,658 $969K 0.09% +811 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,657 $969K 0.08% +252 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,647 $967K 0.09% +158 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,625 $962K 0.29% +2 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,617 $961K 0.23% +257 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 4,600 $957K 0.02% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,600 $957K 0.04% +327 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,300 $955K 0.06% +75 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,560 $954K 0.02% +1,077 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,575 $952K 0.09% +412 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,558 $948K 0.05% +12 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,550 $947K 0.51% -1,057 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,530 $943K 0.11% +134 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,519 $940K 0.08% -373 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,362 $930K 0.1% +134 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 4,447 $925K 0.74% 0 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 4,444 $925K 0.24% -199 13F-HR Timeline Group Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 4,437 $923K 0.26% -49 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,419 $920K 0.13% -241 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 4,414 $919K 0.07% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,406 $917K 0.04% -9 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,078 $917K 0.06% +175 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,400 $916K 0.1% -400 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,382 $912K 0.23% +153 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,379 $911K 0.02% +2,948 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,375 $910K 0.31% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,341 $903K 0.02% +844 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,326 $900K 0.17% -873 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,316 $898K 0.02% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,299 $895K 0.13% -17 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,279 $890K 0.6% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 4,241 $883K 0.3% +562 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,213 $877K 0.18% +115 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 4,213 $877K 0.33% +36 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,199 $874K 0.11% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,886 $874K 0.4% +26 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,184 $871K 0.06% -3 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 4,186 $870K 0.17% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,169 $868K 0.02% -2,250 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,162 $866K 0.21% -11 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,142 $862K 0.02% +759 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,138 $861K 0.03% +233 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 4,106 $854K 0.29% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,104 $854K 0.04% +1,480 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,103 $854K 0.21% -220 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,097 $853K 0.03% +1,179 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,088 $851K 0.14% -29 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,086 $850K 0.07% -99 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,073 $848K 0.16% -291 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,067 $846K 0.07% +561 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,066 $846K 0.02% -252 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,065 $846K 0.18% -93 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,064 $846K 0.02% +270 13F-HR/A Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,056 $844K 0.07% +38 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,045 $842K 0.01% +1,243 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,019 $836K 0.07% -100 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,015 $835K 0.19% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,004 $833K 0.02% +107 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,004 $833K 0.19% +62 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,984 $829K 0.17% +507 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,962 $824K 0.16% -203 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,958 $824K 0.49% +17 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,953 $823K 0.03% -712 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,951 $822K 0.05% -365 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,944 $821K 0.06% -115 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,941 $820K 0.38% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,940 $820K 0.16% -30 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,937 $819K 0.02% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,920 $816K 0.13% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,902 $812K 0.04% -88 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,891 $810K 0.09% -7,608 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,889 $809K 0.07% +94 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 3,844 $800K 0.24% +3 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,841 $799K 0.02% +567 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,834 $798K 0.17% -1,482 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,833 $798K 0.33% -785 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,830 $797K 0.65% +285 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,450 $796K 0.25% -475 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,818 $794K 0.05% -55 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,804 $792K 0.02% +242 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 3,784 $789K 0.08% +1,892 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,788 $788K 0.01% -114 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,780 $787K 0.02% +207 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,773 $785K 0.16% -49 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,765 $783K 0.12% -52 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,740 $778K 0.09% -152 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,738 $778K 0.02% -20 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,720 $774K 0.52% +45 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,718 $774K 0.11% -159 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,718 $774K 0.03% -2,585 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,718 $774K 0.62% +902 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,699 $770K 0.06% +766 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,684 $767K 0.04% +325 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,681 $766K 0.49% +1 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,656 $761K 0.38% +30 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,619 $753K 0.08% -26 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,608 $751K 0.01% -226 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,600 $749K 0.15% +17 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,598 $749K 0.08% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,565 $748K 0.07% -19 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,576 $744K new Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,575 $744K 0.09% +13 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,573 $744K 0.21% -112 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,565 $742K 0.09% -36 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,547 $738K 0.01% +99 13F-HR/A Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,546 $738K 0.66% +49 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,510 $730K 0.47% +16 13F-HR Timeline InvesTrust More: the full row for InvesTrust 3,510 $730K 0.31% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,509 $730K 0.08% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,509 $730K 0.01% +395 13F-HR/A Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,471 $722K 0.06% -88 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,467 $721K 0.05% +29 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,466 $721K 0.36% -556 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,460 $720K 0.34% +622 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,457 $719K 0.37% -470 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,454 $719K <0.01% -38 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,451 $718K 0.01% +1,431 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,441 $716K 0.45% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,426 $713K 0.05% +265 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,423 $712K 0.18% +1,266 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,422 $712K 0.03% +314 13F-HR Timeline