AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 19,447 $1.65M 0.04% +234 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 19,387 $1.64M 0.16% -269 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 19,341 $1.64M 0.09% -388 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 19,292 $1.63M 0.05% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 19,228 $1.63M 0.29% -6,044 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 19,120 $1.62M 0.49% +634 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 19,100 $1.62M 0.52% +250 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 19,071 $1.61M 0.34% +134 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 19,066 $1.61M 0.31% +618 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 19,050 $1.61M 0.07% -5 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 18,952 $1.6M 0.63% -300 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 18,741 $1.59M 0.13% -116 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 18,730 $1.58M 0.61% +5,660 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 18,714 $1.58M <0.01% -5,494,268 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 18,710 $1.58M 1.23% -3,275 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 18,696 $1.58M 0.06% -230 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 18,649 $1.58M 0.02% -106 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 18,600 $1.57M 0.14% -1,210 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 18,558 $1.57M 0.03% -301 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 18,554 $1.57M 0.02% -2,136 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 18,500 $1.57M 0.05% 0 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 18,250 $1.56M 0.02% +8,029 13F-HR Timeline Group AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 18,420 $1.56M 0.49% -299 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 18,340 $1.55M 1.09% +175 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,147 $1.55M 0.04% -203 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 18,278 $1.55M 0.27% 0 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 18,249 $1.54M 0.22% -322 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 18,163 $1.54M +1,865 Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 8,540 $1.53M 0.57% -999 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 18,078 $1.53M 0.06% -126,442 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 18,017 $1.52M 0.18% +1,895 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 18,000 $1.52M 0.05% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 17,976 $1.52M 0.1% +886 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 17,939 $1.52M +544 Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 17,915 $1.52M 1.11% -6,166 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 17,833 $1.51M 0.33% +13,840 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 17,824 $1.51M 0.72% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 17,759 $1.5M 0.09% -534 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 17,745 $1.5M 0.88% +1,572 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 17,741 $1.5M 0.3% +3,920 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 17,631 $1.49M 0.06% -505 13F-HR Timeline Group Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 17,342 $1.49M 0.02% +3,139 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 17,456 $1.48M 0.16% +3,214 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 17,447 $1.48M 0.81% -50 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 17,348 $1.47M 0.05% +9,950 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 17,345 $1.47M 0.08% -10 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 17,252 $1.46M 0.03% +8,960 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 17,162 $1.45M 0.12% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 17,151 $1.45M 0.03% -705 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 18,092 $1.44M 0.51% +2,353 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 16,835 $1.42M 0.12% +86 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 16,828 $1.42M 0.02% -2,766 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 15,501 $1.42M 0.22% -2,134 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 16,694 $1.41M 0.48% -21 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 16,610 $1.41M 0.06% -5,230 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 16,591 $1.4M 0.34% +1,548 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 16,575 $1.4M 0.33% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,542 $1.4M 0.05% -11,405 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 16,523 $1.4M 0.03% -845 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,521 $1.4M 0.04% -109 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 16,462 $1.39M 0.51% -1,570 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,844 $1.38M 0.08% +216 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 16,288 $1.38M 0.15% -29 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 16,281 $1.38M 0.14% -10 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 16,214 $1.37M 0.54% -126 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 16,192 $1.37M 0.2% -4,463 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 16,173 $1.37M 0.96% +660 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,145 $1.37M 0.08% -301 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 16,024 $1.36M 0.3% -147 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 16,001 $1.35M 0.73% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 16,009 $1.35M 0.22% +73 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15,974 $1.35M 0.02% +2,046 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 15,914 $1.35M 0.1% +263 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 15,870 $1.34M 0.13% -369 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 15,865 $1.34M 0.16% -7,571 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 15,860 $1.34M 0.09% +4 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 15,206 $1.34M 0.05% +11,351 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 15,811 $1.34M 0.82% -1,116 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 15,850 $1.34M 0.01% -40,984 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,790 $1.34M 0.02% -4,303 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 15,756 $1.33M 0.26% +159 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 15,697 $1.33M 0.27% +6,860 13F-HR Timeline Group ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 15,613 $1.32M 0.57% +179 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15,542 $1.31M 0.03% +721 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 15,534 $1.31M 0.35% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 15,498 $1.31M 0.79% +2,480 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 15,486 $1.31M <0.01% +2,665 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 15,442 $1.31M 0.05% -503 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,398 $1.3M 0.05% -3,338 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 15,396 $1.3M 0.56% +1,278 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 15,310 $1.3M 0.1% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 15,248 $1.29M 0.93% -580 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 15,224 $1.29M 0.41% -225 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS group of 2 filers holding More: the full row for ABN AMRO INVESTMENT SOLUTIONS 15,223 $1.29M new Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,053 $1.27M 0.13% +1,260 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,999 $1.27M 0.07% -1,155 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 14,981 $1.27M 1.15% +3,994 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 14,892 $1.26M 0.57% -2,593 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 14,892 $1.26M 0.14% -100 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,890 $1.26M 0.05% -2,171 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 14,874 $1.26M 0.25% -140 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 14,868 $1.26M 1.24% +309 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 14,867 $1.26M 0.05% +11,467 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 14,820 $1.25M 0.03% -11,380 13F-HR/A Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 14,755 $1.25M 0.03% -77,773 13F-HR/A Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,664 $1.24M 0.03% +77 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 14,602 $1.24M 0.21% -265 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 14,589 $1.23M 0.09% +1,662 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 14,437 $1.22M 0.06% -405 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 14,420 $1.22M 0.45% -149 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 14,510 $1.22M 0.08% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 14,368 $1.22M <0.01% +717 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 13,191 $1.21M 0.16% -152 13F-HR/A Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 14,141 $1.2M 0.3% +1,213 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 14,070 $1.19M 0.27% +2 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 14,066 $1.19M 0.03% -126 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 13,932 $1.18M 0.01% -1,468 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 13,920 $1.18M 0.13% -6,318 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 13,901 $1.18M 0.03% +609 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 13,831 $1.17M 0.07% +307 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 13,801 $1.16M 0.02% -570 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 13,735 $1.16M 0.36% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 13,689 $1.16M 0.08% +8,178 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,643 $1.15M 0.04% +769 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 13,588 $1.15M 0.06% -9,328 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,586 $1.15M 0.01% -570 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 13,521 $1.14M 0.18% -6,806 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 13,511 $1.14M 0.19% -4,003 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 13,500 $1.14M 0.66% +50 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 13,487 $1.14M 0.21% -706 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13,479 $1.14M 0.08% -773 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 13,403 $1.13M 0.44% +399 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 13,386 $1.13M 0.33% -2,712 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13,368 $1.13M 0.73% +360 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 13,349 $1.13M 0.18% -735 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 13,347 $1.13M 0.04% -3,467 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 13,261 $1.12M 0.08% -13 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 13,135 $1.11M 0.08% +1,886 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,132 $1.11M 0.03% +4,845 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 13,098 $1.11M 0.14% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,618 $1.11M 0.04% -370 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 13,076 $1.11M 0.08% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 13,022 $1.1M 0.43% +28 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 11,274 $1.1M 0.1% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 12,920 $1.09M 0.02% +1,313 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 12,918 $1.09M 0.15% -5,980 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 12,792 $1.08M 0.05% -3,609 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 12,783 $1.08M 0.04% +68 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,749 $1.08M 0.02% -35 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 12,725 $1.08M 0.11% -102 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,656 $1.07M 0.09% +260 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 12,615 $1.07M 0.19% -321 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 12,609 $1.07M 0.28% +481 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 12,591 $1.07M 0.02% -639 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 12,563 $1.06M 0.43% -397 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,560 $1.06M 0.24% -140 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 12,516 $1.06M 0.02% +1,096 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 12,429 $1.05M 0.35% -98 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 12,387 $1.05M 0.09% -92 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,381 $1.05M 0.02% -284 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 12,334 $1.04M 0.15% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 12,318 $1.04M 0.47% +1,277 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 12,307 $1.04M 0.02% +243 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 12,300 $1.04M 0.24% -500 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,265 $1.04M 0.06% -1,343 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 12,255 $1.04M 0.13% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,169 $1.03M 0.04% +78 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 12,150 $1.03M <0.01% -3,180 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 12,099 $1.02M 0.43% -2,011 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 12,005 $1.02M 0.03% +61 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 11,975 $1.01M 0.02% -1,820 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 11,965 $1.01M 0.48% -628 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 11,924 $1.01M 0.17% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 11,917 $1.01M 0.03% -74 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 11,897 $1.01M 0.56% +311 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 11,884 $1.01M 0.46% +797 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 11,868 $1M 0.27% +435 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,845 $1M 0.04% +753 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 11,813 $999K 0.03% -2,494 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 11,773 $996K 0.48% +293 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,761 $995K 0.02% -98 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 11,733 $993K 0.22% -385 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 11,696 $989K 0.12% -37 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,676 $988K 0.19% 0 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 11,671 $987K 0.85% +81 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 11,639 $985K 0.02% +153 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,637 $985K 0.02% -570 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 11,584 $980K 0.26% +1 13F-HR Timeline STF Management LP More: the full row for STF Management LP 11,568 $979K 0.36% +12 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 11,516 $974K 0.06% -856 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 13,941 $973K 0.42% +14 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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