Citrine Capital LLC More: the full row for Citrine Capital LLC 3,034 $1.29M 0.56% -77 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,955 $1.28M 0.08% -1,926 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 3,000 $1.28M 0.56% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,998 $1.28M 0.16% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,022 $1.27M 0.03% -2 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 2,960 $1.26M 0.08% 0 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,955 $1.26M 0.02% -175 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 3,000 $1.25M 0.05% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,943 $1.25M 0.05% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,940 $1.25M 0.41% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,938 $1.25M 0.03% +785 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 2,932 $1.25M 0.39% -40 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,923 $1.24M 0.04% -81 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,893 $1.23M 0.19% -51 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,889 $1.23M 0.1% -449 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,887 $1.23M 0.06% -80 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,884 $1.23M 0.36% +1,367 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,877 $1.22M 0.04% +1,335 13F-HR/A Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 2,870 $1.22M 0.14% +42 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,860 $1.22M 0.05% +80 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,859 $1.22M 0.08% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,851 $1.21M 0.12% +166 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,833 $1.21M 0.42% -2,880 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,835 $1.2M 0.6% -8 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,821 $1.2M 0.08% +176 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,818 $1.2M 0.01% -27,894 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,807 $1.19M 0.02% -438 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,803 $1.19M 1.03% +229 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,796 $1.19M 0.07% +192 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,793 $1.19M 0.3% -514 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,780 $1.18M 0.07% +359 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,770 $1.18M 0.06% +988 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 2,769 $1.18M 0.03% -527 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,758 $1.17M 0.02% +1,339 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,735 $1.16M 0.01% -4,391 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,724 $1.16M 0.04% -658 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,698 $1.15M 0.04% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,680 $1.14M 0.17% -85 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2,658 $1.13M 0.63% +556 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,625 $1.12M 0.12% +88 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,617 $1.11M 0.2% -77 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,594 $1.1M 0.13% -25 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,594 $1.1M 0.14% -276 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,110 $1.1M 0.1% +27 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,580 $1.1M 0.06% +1,500 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,546 $1.08M 0.31% +30 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 2,537 $1.08M 0.76% +790 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,485 $1.08M -1,024 Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,501 $1.06M 0.17% +4 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,500 $1.06M 0.14% new 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 2,500 $1.06M 0.26% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,494 $1.06M 0.01% -7,736 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,502 $1.06M 0.06% -950 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,466 $1.05M 0.02% -553 13F-HR/A Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,456 $1.04M 0.25% -26 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,454 $1.04M 0.12% -1,361 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,451 $1.04M 0.14% -53 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,450 $1.04M 0.28% -73 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,449 $1.04M 0.4% -20 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,438 $1.04M 0.02% +247 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 2,433 $1.03M 0.6% -112 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,421 $1.03M 0.02% -38 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 2,390 $1.02M 0.26% +59 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,383 $1.01M 0.03% -5 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,372 $1.01M 0.09% -1,429 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,365 $1.01M 0.07% +143 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,358 $1M 0.01% +782 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,352 $1M 0.13% +199 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,335 $993K 0.09% -67 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,328 $990K 0.02% -613 13F-HR Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 2,300 $978K 0.28% +150 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 2,299 $978K 0.41% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,297 $977K 0.12% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,291 $974K 0.12% +1,609 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,290 $974K 0.04% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,280 $969K 0.01% -51 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,277 $969K -1,111 Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,267 $964K 0.23% -6 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,265 $963K 0.05% -178 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 2,258 $960K 0.17% -880 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,250 $957K 0.47% +450 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,246 $955K 0.23% +43 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,242 $954K 0.1% -15 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 2,241 $953K 0.01% -42,954 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 2,240 $953K 1.04% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,235 $951K 0.03% -755 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,225 $946K 0.03% -2,142 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,212 $941K 0.14% -422 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,326 $939K 0.47% +81 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,203 $938K 0.08% +812 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,210 $937K 0.18% -57 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 2,200 $936K 0.04% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,189 $931K 0.1% +157 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,188 $931K +128 Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,177 $926K 0.46% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,174 $925K 0.01% -185 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,085 $923K 0.1% +4 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,163 $920K 0.34% +26 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,163 $920K 0.05% -2,807 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,151 $914K 0.04% +220 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,142 $911K 0.02% -559 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,142 $911K 0.01% -271 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,137 $909K 0.29% +299 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 2,122 $903K 0.66% +558 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,109 $897K 0.02% +169 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,106 $896K 0.05% -142 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,107 $894K 0.03% -2,614 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,101 $894K 0.17% -435 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,099 $893K 0.25% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,063 $877K 0.07% -1,074 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,053 $873K 0.06% +939 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,050 $872K 0.13% -109 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,050 $872K 0.39% +1,350 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 2,049 $872K 0.36% -101 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,043 $869K 0.01% -4,846 13F-HR Timeline Group TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 2,040 $868K +262 Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,033 $865K 0.11% +250 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,018 $858K 0.03% +34 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,017 $858K 0.03% -77 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,010 $855K 0.07% +118 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,007 $854K 0.27% +16 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,004 $853K 0.02% +1,729 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 2,000 $851K 0.47% +1,109 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 2,000 $851K 0.47% 0 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 2,000 $851K 0.75% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,026 $846K 0.05% -520 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,986 $845K 0.05% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,985 $844K 0.14% -141 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,985 $844K 0.01% +879 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,980 $842K 0.06% +145 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,975 $840K 0.01% -16,994 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,963 $835K 0.48% +132 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,963 $835K 0.08% -2,009 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,955 $832K 0.19% +267 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,955 $831K 0.2% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,952 $830K 0.01% +385 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,950 $829K 0.07% +1,478 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,941 $826K 0.38% 0 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 1,936 $823K 0.7% -1,533 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,926 $819K 0.01% -170,283 13F-HR Timeline TOBAM More: the full row for TOBAM 1,920 $817K 0.21% +572 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,910 $813K 0.04% +6 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,908 $812K 0.06% -313 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,908 $812K 0.11% +1,497 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,901 $809K 0.19% +882 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,897 $807K 0.17% -12 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,892 $805K 0.11% +520 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,875 $798K 0.27% -11 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,862 $792K 0.13% -132 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,860 $791K 0.24% +12 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,855 $789K 0.03% +99 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,848 $786K 0.06% -40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,835 $780K 0.03% -3 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,818 $773K 0.11% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,813 $771K 0.16% +698 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,791 $762K 0.32% +3 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,789 $761K 0.04% -118 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 1,782 $758K -317 Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 1,775 $755K 0.27% +232 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,757 $747K 0.32% +30 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,757 $747K 0.05% -588 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 1,754 $746K 0.64% -147 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,748 $744K 0.03% -54 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,742 $741K 0.04% 0 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,743 $740K 0.01% +54 13F-HR Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,735 $738K 0.19% +93 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,728 $735K 0.01% -852 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,725 $734K 0.08% -1,150 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,724 $733K 0.02% +340 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,719 $731K 0.05% -61 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,718 $731K 0.09% +126 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 1,707 $726K 0.37% 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,700 $723K 0.04% 0 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 1,700 $723K 1.59% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,694 $721K 0.04% +364 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,691 $719K 0.1% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,686 $717K 0.05% -507 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,683 $716K 0.12% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,681 $716K 0.02% +389 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. 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