First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,175 $638K 0.32% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,172 $637K 0.05% +284 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,153 $634K 0.4% 0 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 3,150 $633K 0.07% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,131 $629K 0.19% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,126 $628K 0.05% +1 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,124 $628K 0.03% +243 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,079 $619K 0.02% +103 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,077 $618K 0.14% -364 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,064 $616K 0.06% +353 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 3,061 $615K 0.22% -75 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,050 $613K 0.01% -590 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,040 $611K 0.09% -210 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,032 $609K 0.01% -510 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,019 $607K 0.15% +7 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 3,018 $606K 0.29% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 3,002 $603K 0.22% +19 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 3,000 $603K 0.02% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,996 $602K 0.22% -127 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,994 $602K 0.08% +69 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 2,987 $600K 0.11% new 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 2,976 $598K 0.28% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,957 $594K 0.28% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,955 $594K 0.05% +48 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,949 $593K 0.02% -180 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,948 $592K 0.04% -406 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,947 $592K 0.32% -419 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,935 $590K 0.01% new 13F-HR/A Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,930 $589K 0.03% +210 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,930 $589K 0.04% +114 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,925 $588K 0.01% +9 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,924 $588K 0.08% +2,755 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,921 $587K 0.04% 0 13F-HR Timeline Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 2,910 $585K 0.32% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 2,910 $585K 0.12% +10 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3,055 $584K 0.22% -791 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,894 $581K 0.08% +128 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,891 $581K 0.18% -519 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,888 $580K 0.02% -15 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,884 $580K 0.02% +19 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,879 $578K 0.12% -50 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,876 $578K 0.2% -410 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,871 $577K 0.08% +102 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,870 $577K 0.21% -3 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,868 $576K 0.01% -7,741 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,859 $575K 0.03% +1,509 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,859 $574K 0.05% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,854 $573K 0.34% -108 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,853 $573K 0.02% -50 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,852 $573K 0.13% +429 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,850 $573K 0.29% -27 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,837 $570K 0.03% -64 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,835 $570K 0.16% -160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,833 $569K 0.07% 0 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 2,825 $568K 0.47% -322 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 2,820 $567K 0.28% +19 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,814 $565K 0.1% -30 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,808 $564K 0.01% -2 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,800 $562K 0.03% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,796 $562K 0.5% -72 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,788 $560K 0.06% +16 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 2,772 $557K 0.05% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,738 $550K 0.03% +542 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,734 $549K 0.09% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,733 $549K 0.09% -25 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,724 $547K 0.08% -1,225 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,722 $547K <0.01% -1,372 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,722 $547K 0.03% +42 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,720 $547K 0.17% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,715 $546K 0.24% -357 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,713 $545K 0.02% -100 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,703 $543K 0.04% +539 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,700 $543K 0.13% +1,200 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,697 $542K 0.02% -44 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,694 $541K 0.04% +1,576 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,686 $540K 0.02% +9 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,676 $538K 0.01% -80 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 2,675 $537K 0.03% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,666 $536K 0.01% +84 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 2,658 $534K 0.23% -9 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,656 $534K 0.02% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,654 $533K 0.18% +259 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 2,631 $529K 0.13% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,629 $528K 0.13% +10 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,622 $527K 0.03% +594 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,611 $525K 0.01% +18 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,468 $524K 0.09% +25 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,595 $521K 0.04% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,589 $520K 0.25% +1,341 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,587 $520K 0.05% +19 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,586 $520K 0.06% +177 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 2,581 $519K 0.07% -2,200 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,578 $518K 0.12% +330 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,577 $518K 0.15% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,563 $515K 0.17% -155 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,560 $514K 0.09% -80 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,557 $514K 0.36% +16 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,552 $513K 0.01% -520 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,544 $511K 0.07% -105 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,537 $510K 0.23% +57 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,534 $509K 0.04% 0 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,527 $508K 0.02% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,609 $506K 0.04% +2 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 2,515 $505K 0.03% -68 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,513 $505K 0.21% -29 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,493 $501K 0.01% +516 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,490 $500K 0.02% +1,217 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,488 $500K 0.04% -15,022 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,487 $500K 0.06% +355 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,485 $499K 0.18% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,483 $499K 0.18% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,470 $496K 0.04% +1 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,495 $495K 0.17% -421 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 2,462 $495K 0.06% -22 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,457 $494K 0.06% -51 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,453 $493K 0.27% -61 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,443 $491K <0.01% +265 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,438 $490K 0.03% +10 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,422 $487K 0.11% +63 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,419 $486K 0.03% +59 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,418 $486K 0.03% -964 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 2,410 $484K 0.12% -1,228 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,396 $481K 0.02% -84 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,644 $481K <0.01% -50 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,381 $478K 0.02% +437 13F-HR Timeline American Trust More: the full row for American Trust 2,374 $477K 0.04% +1,192 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,369 $476K 0.02% 0 13F-HR Timeline Group Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,353 $473K 0.16% +236 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,351 $472K 0.02% +175 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,345 $471K 0.06% new 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 2,340 $470K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,334 $469K 0.05% -58 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,331 $468K 0.21% -94 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,322 $467K 0.04% +428 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,320 $466K 0.11% -245 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,320 $466K 0.3% -580 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,313 $465K 0.11% +80 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,313 $465K 0.07% +21 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,308 $464K 0.01% -272 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,302 $463K 0.04% +180 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,541 $462K 0.01% +683 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,299 $462K 0.07% -134 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,294 $461K 0.11% +42 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,288 $460K 0.05% +68 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 2,284 $459K 0.23% +21 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,259 $454K <0.01% +394 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,252 $452K 0.35% +304 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,248 $452K 0.03% +782 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,239 $450K 0.06% +44 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,228 $448K 0.09% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,225 $447K 0.26% 0 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 2,221 $446K 0.27% +52 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,310 $445K 0.04% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,210 $444K 0.02% -90 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,210 $444K 0.02% +167 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,209 $444K 0.23% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,187 $439K 0.02% +267 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,215 $439K 0.01% +415 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,177 $437K 0.05% +137 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,175 $437K 0.06% +4 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,174 $437K 0.16% -233 13F-HR Timeline United Bank More: the full row for United Bank 2,170 $436K 0.15% -147 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 2,167 $436K 0.13% +1,264 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,167 $435K 0.36% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,159 $434K 0.03% -6 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,159 $434K 0.05% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,153 $433K 0.07% +3 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,143 $431K 0.01% -57 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,140 $430K 0.01% -403 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,137 $429K 0.03% -597 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,129 $428K 0.09% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,125 $427K 0.06% +16 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,119 $426K 0.05% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,115 $425K 0.06% +2 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,112 $424K 0.06% -6 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,112 $424K 0.23% +1 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,098 $421K 0.03% +265 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 2,076 $417K 0.03% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,073 $417K 0.05% -84 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 2,068 $416K 0.58% new 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,066 $415K 0.09% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,065 $415K <0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,065 $415K 0.03% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,056 $413K 0.02% -64 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,054 $413K 0.01% 0 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 2,039 $410K 0.14% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,037 $409K 0.02% +23 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,036 $409K 0.07% +491 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,035 $409K 0.03% -150 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 2,019 $406K 0.02% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,017 $405K 0.01% +95 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,015 $405K 0.01% +850 13F-HR Timeline Group First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,012 $404K 0.22% -215 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,012 $404K 0.06% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,010 $404K 0.18% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,010 $404K 0.09% +91 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,008 $403K 0.03% +23 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,006 $403K 0.04% -58 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,000 $402K 0.05% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,000 $402K 0.36% 0 13F-HR Timeline