BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,547 $242K 0.06% +484 13F-HR Timeline Group Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 3,518 $240K 0.21% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,515 $240K 0.02% new 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 3,514 $239K 0.16% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,510 $239K 0.1% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,509 $239K 0.01% +200 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,500 $238K 0.04% -190 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,500 $238K 0.08% -2,250 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 3,470 $237K 0.17% new 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 3,480 $237K 0.13% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,478 $237K 0.12% +278 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 3,475 $237K 0.07% new 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 3,473 $237K 0.11% +1,443 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,472 $237K 0.02% new 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 3,465 $236K 0.05% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,464 $236K 0.01% +3,362 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,460 $236K 0.01% -909 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,446 $235K 0.06% +338 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 3,445 $235K 0.2% 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,434 $234K 0.1% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,421 $233K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,417 $233K 0.01% +35 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,416 $233K 0.06% -3,869 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,406 $232K 0.02% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,401 $232K 0.03% new 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 3,399 $232K 0.11% +81 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 3,383 $231K 0.14% 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,374 $230K 0.02% -1,094 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 3,390 $230K 0.04% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,370 $230K 0.02% -64 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 3,368 $229K 0.02% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,364 $229K 0.01% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,352 $228K 0.02% -30 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 3,350 $228K 0.11% +100 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,339 $228K 0.01% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,337 $227K 0.02% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,333 $227K 0.07% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,306 $225K 0.04% -9,953 13F-HR Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 3,302 $225K 0.04% 0 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 3,300 $225K <0.01% 0 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,300 $225K 0.03% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,300 $225K 0.03% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,290 $225K 0.07% -200 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 3,279 $223K 0.18% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,273 $223K 0.02% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,270 $223K 0.02% -11,502 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,268 $223K 0.04% -335,898 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 3,224 $220K 0.09% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,321 $219K <0.01% +3,126 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,212 $219K 0.02% -1,160 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,210 $219K 0.02% +129 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,207 $218K 0.04% -1,236 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,202 $218K 0.06% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,197 $218K 0.02% -6,369 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,427 $218K 0.01% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,185 $217K 0.03% +199 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,183 $217K 0.1% +45 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,183 $217K 0.06% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,182 $217K 0.05% -435 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,179 $217K 0.01% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,178 $217K 0.01% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,167 $216K 0.01% -350 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,165 $216K 0.04% -400 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 3,160 $215K 0.06% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,158 $215K 0.03% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,152 $215K 0.02% +1,056 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,150 $215K 0.01% -1,450 13F-HR Timeline Willow Financial LLC More: the full row for Willow Financial LLC 3,136 $214K 0.22% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,124 $213K 0.02% -1,321 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,100 $211K 0.01% +100 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,100 $211K 0.11% +1,100 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 2,935 $211K 0.1% new 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 3,082 $210K 0.1% -1,438 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 3,080 $210K 0.1% -2,064 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 3,078 $210K 0.1% -7,506 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,071 $209K 0.03% +5 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,060 $209K 0.02% new 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 3,040 $207K 0.21% -550 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 3,028 $207K 0.13% -134 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 3,038 $207K 0.03% 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,033 $207K 0.03% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,021 $206K 0.02% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,020 $206K 0.02% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,013 $205K 0.06% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,011 $205K 0.01% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,000 $204K 0.01% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,000 $204K 0.05% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,000 $204K 0.03% -500 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 3,000 $204K 0.09% new 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 3,000 $204K 0.03% new 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,993 $204K 0.06% -2,097 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,975 $203K 0.01% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,960 $202K 0.05% new 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 2,953 $201K 0.09% -341 13F-HR Timeline City State Bank More: the full row for City State Bank 2,946 $201K 0.05% +150 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,944 $201K 0.02% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,875 $196K 0.13% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,847 $194K 0.03% -924 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,827 $193K 0.01% -188 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,810 $191K 0.01% -328 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,800 $191K 0.06% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,765 $188K 0.06% -4,324 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,090 $186K 0.06% -2,948 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,688 $183K 0.07% -56 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,652 $181K 0.04% -98 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,620 $179K 0.02% -100 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,540 $173K 0.01% +200 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,494 $170K 0.07% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,474 $169K 0.02% -198 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,472 $168K <0.01% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avion Wealth More: the full row for Avion Wealth 2,436 $165K 0.03% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,077 $162K 0.09% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,350 $160K 0.03% -4,169 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,306 $157K 0.01% +70 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,305 $157K 0.01% +953 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,281 $155K 0.03% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,227 $152K 0.02% +769 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,216 $151K 0.04% +160 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,200 $150K 0.03% -1,968 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,157 $147K 0.04% -1,380 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,135 $146K <0.01% +175 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,121 $145K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,115 $144K 0.02% -660 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,077 $142K 0.14% -941 13F-HR Timeline MOTCO More: the full row for MOTCO 2,065 $141K 0.01% 0 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 2,038 $139K 0.04% -337 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,037 $139K 0.14% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,010 $137K 0.02% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,000 $136K 0.03% 0 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 2,000 $136K 0.02% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,000 $136K 0.08% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,951 $133K 0.1% +469 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,943 $132K 0.11% -2,144 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,925 $131K 0.04% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,925 $131K <0.01% +725 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,810 $123K 0.01% +215 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,789 $122K 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,779 $121K 0.02% +1,710 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,779 $121K 0.05% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,768 $120K 0.02% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,761 $120K 0.05% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,661 $113K 0.06% +70 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,626 $111K 0.06% -41 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,607 $110K 0.02% +426 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,600 $109K 0.03% +50 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 1,577 $107K <0.01% -3,876 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,575 $107K 0.01% -1,685 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,560 $106K 0.02% +53 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,532 $104K 0.02% +237 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,500 $102K 0.09% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,283 $100K 0.01% -6 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,571 $99.8K <0.01% -175 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,444 $98.4K 0.04% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,430 $97.4K 0.06% -570 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,375 $93.7K 0.04% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,393 $91.7K <0.01% +1,283 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,342 $91.4K <0.01% -24 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,320 $89.9K 0.01% -730 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,293 $88.1K 0.02% -100 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,259 $85.8K 0.05% -283 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,301 $85.7K 0.01% +20 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,253 $85.4K 0.03% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,251 $85.2K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,246 $84.9K 0.01% +137 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,239 $84.4K <0.01% new 13F-HR Timeline Group Advantage Trust Co More: the full row for Advantage Trust Co 1,215 $82.8K 0.04% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,194 $81.4K 0.03% -986 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,128 $76.9K 0.03% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1,109 $75.6K 0.06% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,095 $74.6K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,088 $74.1K 0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1,047 $71.3K 0.05% -2,415 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,045 $71.2K 0.01% -235 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,030 $70.2K 0.04% +30 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,005 $68.5K 0.04% +151 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,000 $68.1K 0.01% -22,000 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,000 $68.1K 0.02% +900 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 980 $66.8K 0.02% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 977 $66.6K 0.06% 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 966 $65.8K 0.01% +280 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 957 $65.2K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 950 $64.7K 0.01% +20 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 925 $63K <0.01% -1,610 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 910 $62K 0.04% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 886 $60.4K 0.01% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 884 $60.2K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 870 $59.3K <0.01% -570 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 845 $57.6K 0.02% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 794 $57.3K 0.02% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 840 $57.2K 0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 840 $57.2K 0.03% -195 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 840 $57.2K 0.02% -352 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 833 $56.8K 0.02% +326 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 833 $56.8K 0.02% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 817 $55.7K 0.02% +289 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 800 $54.5K 0.02% +700 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 800 $54.5K 0.03% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 800 $54.5K 0.04% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 799 $54.4K 0.01% +277 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 794 $54.1K 0.02% -898 13F-HR/A Timeline