Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,923 $1.61M 0.05% +6,287 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 16,320 $1.6M 0.5% +532 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 17,809 $1.6M 0.07% -16,101 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 17,711 $1.59M 0.28% +68 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 17,673 $1.58M 0.1% -1,247 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 17,638 $1.58M 0.05% -150 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 17,595 $1.58M 0.06% +511 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 17,557 $1.57M 0.14% +1,529 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 17,503 $1.57M 0.55% +531 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 17,483 $1.57M 0.68% +627 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 17,387 $1.56M 0.03% -2,220 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 17,354 $1.55M 0.32% +148 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,990 $1.55M 0.05% +1,695 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 17,222 $1.54M <0.01% -599 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 17,175 $1.54M 0.35% -200 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 17,159 $1.54M 0.63% +2,891 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 17,028 $1.53M 0.12% +681 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 16,921 $1.52M 0.5% -600 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 16,885 $1.51M 0.18% +2,123 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 16,845 $1.51M 0.05% -6 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 16,741 $1.5M 0.43% -31,310 13F-HR Timeline Range Rock Capital, LLC More: the full row for Range Rock Capital, LLC 16,576 $1.49M 3.18% -153,687 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 16,533 $1.48M 0.13% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 16,489 $1.48M 0.11% +491 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 16,433 $1.47M 0.07% +2,711 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 16,376 $1.47M <0.01% -9,249 13F-HR/A Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 16,330 $1.46M 0.07% -623 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 16,305 $1.46M 0.02% -249 13F-HR/A Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 16,257 $1.46M 0.34% -359 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 16,255 $1.46M 0.89% +9 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 16,187 $1.45M 0.15% +751 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 16,156 $1.45M 0.52% -3,822 13F-HR Timeline Group PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 16,106 $1.44M 0.4% +8,487 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 16,055 $1.44M 0.05% +453 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 15,952 $1.43M 0.12% -820 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 15,922 $1.43M 0.03% +1,152 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 15,920 $1.43M 0.06% +3,264 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 14,486 $1.42M 0.06% -70,033 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 15,737 $1.41M 0.78% -733 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,654 $1.4M 0.09% -117 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 15,644 $1.4M 0.3% -26 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 15,610 $1.4M 0.69% +5 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,576 $1.4M 0.03% +1,760 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,543 $1.39M 0.05% -107 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 15,534 $1.39M 0.37% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 15,493 $1.39M 0.04% -79,841 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 15,310 $1.37M 0.11% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,298 $1.37M 0.02% +713 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 15,229 $1.36M 1.17% +3,263 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 15,153 $1.36M 0.02% +2,768 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 15,128 $1.36M 0.96% -140 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 15,053 $1.35M 0.2% +286 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 15,036 $1.35M 0.05% +116 13F-HR Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 13,700 $1.34M 0.15% -97 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 14,867 $1.33M 0.39% -10,415 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 14,823 $1.33M 0.5% -2,559 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 14,861 $1.33M 0.03% +160 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 14,757 $1.32M 0.13% -121 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 14,750 $1.32M 0.15% +50 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 14,737 $1.32M 0.43% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 14,703 $1.32M 0.08% +3,137 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 14,601 $1.31M 0.3% +1 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,402 $1.3M 0.02% +2,042 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 14,510 $1.3M 0.09% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 14,484 $1.3M 0.02% -4,909 13F-HR Timeline Group Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 14,358 $1.29M 0.02% -158 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 14,342 $1.28M 0.07% +2,899 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 14,130 $1.28M 0.07% +934 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 14,206 $1.27M 0.14% -161 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 14,113 $1.26M 0.31% +1,993 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 14,053 $1.26M 0.67% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 14,015 $1.26M 0.14% -1,425 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 14,011 $1.25M 0.54% -6,694 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 14,000 $1.25M 0.97% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 12,622 $1.25M 0.08% +416 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,969 $1.25M 0.03% -266 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 13,967 $1.25M 0.02% -19,265 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,945 $1.25M 0.01% +1,903 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,936 $1.25M 0.08% -5,201 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 13,873 $1.24M 0.42% +357 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 13,840 $1.24M -2,052 Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 13,792 $1.24M 0.41% -677 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 13,759 $1.23M 0.48% +3 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 13,723 $1.23M 0.31% +422 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 14,133 $1.22M 0.81% -9,813 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 13,614 $1.22M 0.25% +9,586 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 13,610 $1.22M 0.71% +110 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 13,603 $1.22M 0.06% +2,900 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 13,574 $1.22M 0.03% -1,368 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,573 $1.22M <0.01% -489 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 13,523 $1.21M 0.01% +41 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 13,496 $1.21M 0.06% +679 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 13,428 $1.2M 0.33% +114 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 13,421 $1.2M 0.99% new 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 12,197 $1.2M 0.8% +103 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,327 $1.19M 0.03% +1,741 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,193 $1.18M 0.41% +479 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 13,161 $1.18M 0.18% -40 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,079 $1.17M 0.08% -2,769 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 13,049 $1.17M 0.16% +1,357 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 13,040 $1.17M 0.34% +1,400 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 13,018 $1.17M 0.03% -2,198 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 13,004 $1.17M 0.02% +200 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13,002 $1.17M 0.83% +40 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 12,932 $1.16M new Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 12,931 $1.16M 0.11% +2,285 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,926 $1.16M 0.03% +269 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 12,906 $1.16M 0.04% +567 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 12,895 $1.16M 0.02% +898 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 12,882 $1.15M 0.47% -941 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 12,856 $1.15M 0.13% -1,244 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 12,789 $1.15M 0.57% -4,413 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 12,752 $1.14M 0.65% -627 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 12,734 $1.14M 0.39% -1,895 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 12,719 $1.14M 0.27% -197 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 12,698 $1.14M 0.01% +8,409 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 12,648 $1.13M 0.46% -596 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,616 $1.13M 0.04% +1,004 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 12,609 $1.13M 0.08% 0 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 12,600 $1.13M 0.32% -1,050 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,591 $1.13M 0.06% +8,780 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 12,463 $1.12M 0.07% -16 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 12,463 $1.12M 0.49% +1,784 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 12,457 $1.12M 0.31% +136 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 12,434 $1.11M 0.13% -1,630 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 12,419 $1.11M 0.4% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 12,386 $1.11M 0.24% -7,322 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 12,338 $1.11M 0.01% +5,051 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,333 $1.1M 0.07% +305 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 12,320 $1.1M 0.16% -564 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 12,320 $1.1M 0.06% -918 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 12,319 $1.1M 0.1% new 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 12,300 $1.1M 0.75% -9,900 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 12,293 $1.1M 0.14% -575 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 12,280 $1.1M 0.57% +385 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,263 $1.1M 0.03% -999 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 12,240 $1.1M 0.64% -109 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,000 $1.09M 0.17% +760 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 12,212 $1.09M 0.4% +236 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 12,184 $1.09M 0.16% -50 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,169 $1.09M 0.06% +922 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,027 $1.08M 0.26% -365 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 11,979 $1.07M 0.14% +249 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 11,975 $1.07M 0.02% -1,118 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,970 $1.07M 0.02% -293 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,938 $1.07M 0.27% -112 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 11,912 $1.07M 0.11% +2,711 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 11,905 $1.07M 0.06% -5,020 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,895 $1.07M 0.01% -1,008 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 11,895 $1.07M 0.64% +61 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 14,326 $1.06M 0.4% +749 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 11,829 $1.06M 0.22% -97 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 11,829 $1.06M 0.58% -99 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,813 $1.06M 0.02% +468 13F-HR Timeline Group Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 11,800 $1.06M 0.86% +4,009 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,741 $1.05M 0.03% -60,978 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,716 $1.05M 0.03% +1,285 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 11,682 $1.05M 0.21% -1,652 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,678 $1.05M 0.03% -606 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 11,627 $1.04M 0.06% -171 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 11,617 $1.04M 0.25% -10 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 11,605 $1.04M 0.83% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 11,569 $1.04M 0.21% -990 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 11,506 $1.03M 0.11% +7,176 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 11,445 $1.03M 0.01% -11,790 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 11,437 $1.02M 0.03% +22 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 11,427 $1.02M 0.25% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,412 $1.02M 0.03% -5,721 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,364 $1.02M 0.09% -381 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 11,332 $1.02M 0.02% +172 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 11,325 $1.01M 0.39% -103 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 11,213 $1M 0.54% -552 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 11,213 $1M 0.43% -616 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 11,188 $1M 0.44% -124 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 11,157 $1000K 0.1% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 11,152 $999K 0.41% +19 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,136 $998K 0.19% -200 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 11,135 $998K 0.36% +596 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 11,133 $997K 0.05% +10,721 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 11,107 $995K 0.18% -1,231 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 11,095 $994K 0.11% -950 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,091 $994K 0.01% -105 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,029 $988K 0.02% -796 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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