Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 16,319 $626K 0.01% -6,890 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 16,333 $626K 0.01% new 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,054 $616K 0.01% +9,207 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 15,998 $614K 0.03% -11,940 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 15,956 $612K 0.5% 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 15,856 $609K 0.07% -2,200 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15,829 $608K 0.04% +89 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,706 $603K 0.01% +652 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 15,657 $601K 0.02% +23 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 15,515 $600K 0.06% -1,707 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 15,591 $598K 0.04% +1,115 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 15,580 $598K 0.06% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 15,442 $593K 0.18% +3,349 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 15,441 $593K 0.03% 0 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 15,410 $591K 0.32% +70 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,331 $588K 0.01% +4,166 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 15,298 $587K 0.53% +231 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 15,286 $587K 0.01% -639 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 12,500 $584K 0.02% +317 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 15,130 $581K 0.17% +3,720 13F-HR Timeline ANB BANK More: the full row for ANB BANK 15,046 $577K 0.23% +53 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 15,034 $577K 0.03% -1,132 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,991 $575K 0.01% +7,412 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 14,975 $575K 0.04% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 14,957 $574K 0.02% -880 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 14,928 $573K 0.12% -454 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 14,830 $569K 0.05% new 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 14,781 $567K 0.19% -57 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 14,641 $562K 0.34% +100 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 14,597 $560K 0.01% -1,104 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 14,540 $558K 0.02% +1,113 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 14,410 $553K 0.04% +1,008 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 14,374 $552K 0.03% -9,130 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 14,270 $548K 0.03% +2,240 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 14,245 $547K 0.01% +2,455 13F-HR Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 14,229 $546K 0.13% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 14,211 $545K 0.04% +1,640 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 14,192 $545K 0.08% -276 13F-HR Timeline Group McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 14,198 $545K 0.49% 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 11,159 $545K 0.12% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14,160 $543K 0.01% -30 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 14,132 $542K 0.26% +182 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 14,100 $541K 0.19% -200 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 15,507 $533K 0.08% +5,079 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 13,836 $531K 0.07% +1,468 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 13,760 $528K 0.17% -254 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,695 $526K 0.02% +3,615 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 13,545 $520K 0.31% +72 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 13,543 $520K 0.07% +2,903 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 13,538 $520K 0.02% +179 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 13,480 $517K 0.36% +291 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 13,476 $517K 0.04% -3,500 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 13,464 $517K 0.11% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13,430 $515K <0.01% -10,168 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 13,419 $515K 0.03% +5,885 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,267 $515K 0.01% -537 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,402 $514K 0.01% +247 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 13,374 $513K 0.13% 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 13,326 $511K +1,003 Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 13,289 $510K 0.09% +138 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 13,281 $510K 0.06% -1,203 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,256 $509K 0.02% -8,983 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 13,229 $508K 0.11% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 13,096 $503K 0.04% -71 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 13,093 $502K 0.14% -1,219 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,847 $502K 0.02% +2,268 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 13,066 $501K 0.01% -10,844 13F-HR Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 13,010 $499K 0.37% +1,830 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,003 $499K 0.01% +2,248 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 13,000 $499K 0.09% -3,000 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 12,931 $496K <0.01% +113 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 12,910 $495K 0.11% +773 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 12,916 $495K 0.11% -576 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 12,884 $494K 0.24% -28 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 12,877 $494K 0.07% +4,442 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,055 $494K 0.01% +303 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,812 $492K 0.02% +6,079 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 12,790 $491K 0.03% +6,920 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,561 $490K 0.05% -181 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,737 $489K 0.04% +3,513 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 12,705 $488K 0.58% 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 12,684 $487K 0.27% -5,162 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 12,650 $486K 0.06% -2,854 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,633 $485K 0.02% +2,195 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12,527 $485K 0.02% -1,663 13F-HR Timeline CX Institutional More: the full row for CX Institutional 12,518 $480K 0.01% +1,053 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 12,470 $479K 0.04% -23,841 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 12,439 $477K 0.17% -632 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,421 $477K 0.01% -435 13F-HR Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 12,415 $476K 0.3% +1,546 13F-HR/A Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 12,359 $474K 0.16% -500 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 12,345 $474K 0.01% -371 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 12,312 $473K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 12,309 $472K 0.08% -707 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 12,237 $470K 0.06% -91 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 12,227 $469K 0.18% +397 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 12,215 $469K 0.12% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 12,200 $468K 0.13% 0 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 12,171 $467K 0.2% +895 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 12,049 $466K 0.01% +2,080 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 12,074 $463K 0.05% 0 13F-HR Timeline Group ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 12,037 $462K 1.32% -18,720 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 12,018 $461K 0.06% +169 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 11,990 $460K 0.04% -683 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 11,958 $459K 0.22% -199 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 11,942 $458K 0.09% -384 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,857 $455K <0.01% -2,046 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,818 $454K 0.01% +1,661 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 11,767 $452K 0.01% +1,798 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 11,608 $446K 0.07% +1,051 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,573 $444K 0.05% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 11,567 $444K 0.04% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 11,558 $444K 0.01% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 11,540 $443K 0.07% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 9,829 $442K 0.11% +3,140 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 11,508 $442K 0.19% +1,415 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 11,450 $439K 0.05% -15,700 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 11,300 $434K 0.19% -300 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,271 $433K 0.01% -333 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,240 $431K <0.01% +1,820 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,164 $428K 0.02% -562 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,150 $428K 0.01% -1,935 13F-HR/A Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 11,073 $425K 0.09% +2,818 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 11,031 $423K 0.05% -6,458 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,000 $422K 0.01% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 11,000 $422K 0.03% -825,866 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,995 $422K 0.05% +743 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,976 $421K 0.01% -14,009 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 10,972 $421K 0.27% 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 10,902 $418K 0.15% +1,756 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 10,901 $418K 0.1% -7,973 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 10,454 $418K 0.02% +2,409 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 10,810 $415K 0.03% -100 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 10,772 $413K <0.01% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,691 $413K 0.02% 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 10,706 $411K 0.41% -1,860 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 10,695 $410K 0.15% -572 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 10,670 $410K 0.28% -300 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 10,424 $400K 0.04% +74 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,325 $396K 0.12% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 7,868 $396K 0.24% +602 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,288 $395K 0.01% +218 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 10,267 $394K 0.09% +65 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 10,137 $389K 0.05% -1,327 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 8,281 $387K 0.02% +238 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 10,075 $387K 0.29% +84 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,061 $386K 0.01% +78 13F-HR Timeline Group CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 10,001 $386K 0.06% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 10,050 $386K 0.11% -400 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 10,000 $384K 0.11% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 10,000 $384K 0.18% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 9,996 $384K 0.33% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,998 $383K 0.02% +13 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 9,955 $382K 0.06% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 9,947 $382K 0.03% -7,272 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 9,940 $381K 0.14% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 9,912 $380K 0.12% -108 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,897 $380K 0.01% +1,115 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 9,897 $380K 0.05% +500 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,790 $376K 0.01% +1,469 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,771 $375K 0.02% +79 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,760 $375K <0.01% +4 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 9,753 $374K 0.01% -2,610 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 7,436 $374K 0.16% -2,333 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,748 $374K <0.01% +102 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 9,733 $374K 0.02% 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 9,721 $373K 0.01% -945 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,710 $373K 0.02% -5,782 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,499 $367K <0.01% -200 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 9,444 $365K 0.01% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,472 $364K 0.01% +2,156 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 9,463 $363K 0.02% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,460 $363K 0.01% +62 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,439 $362K 0.01% -1,858 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 9,425 $362K 0.05% +1,873 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,265 $360K 0.01% -743 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,380 $360K 0.01% +290 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 9,366 $359K 0.16% +2,000 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 9,360 $359K 0.15% -250 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 9,355 $359K 0.04% -1,544 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,192 $359K 0.01% -1,338 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 9,345 $359K 0.33% +100 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 9,328 $358K 0.01% +39 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,298 $357K 0.06% -221 13F-HR Timeline 111 Capital More: the full row for 111 Capital 9,255 $355K 0.08% -13,016 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 9,246 $355K 0.03% -42,463 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,213 $354K <0.01% +48 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,179 $352K 0.02% -145 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 9,148 $351K 0.08% -600 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 9,092 $349K 0.08% -300 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,030 $347K 0.03% -4,303 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,024 $346K <0.01% +5,439 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 9,009 $346K 0.02% +3 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 8,978 $345K <0.01% -542 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,945 $343K 0.04% +392 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 8,902 $342K 0.12% 0 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 8,899 $342K 0.33% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8,877 $341K 0.11% -664 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,834 $339K 0.02% -595 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 8,796 $338K 0.16% -680 13F-HR Timeline