Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 12,734 $264K 0.08% -16,104 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 11,986 $263K 0.1% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 12,703 $263K 0.08% -537 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 12,702 $263K 0.06% -4,335 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 12,693 $263K 0.07% +831 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 12,676 $262K 0.09% +4,020 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 12,684 $262K -120 Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 12,636 $262K 0.15% +351 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,622 $261K 0.01% -187 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 12,599 $261K 0.11% -149 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 12,593 $261K 0.01% -378 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 12,577 $260K 0.18% new 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 12,572 $260K 0.06% 0 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 12,555 $260K 0.08% +31 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 12,546 $260K 0.03% -1,039 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 12,540 $260K 0.16% -3,799 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 12,498 $259K 0.06% -467 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 12,482 $258K 0.06% -1,188 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 12,479 $258K 0.11% -259 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 12,136 $258K 0.04% -8,900 13F-HR Timeline Investor's Fiduciary Advisor Network, L⦠More: the full row for Investor's Fiduciary Advisor Network, LLC 12,498 $258K 0.09% -3,918 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN⦠More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 12,454 $258K 0.07% -1,316 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 12,427 $257K 0.1% +2,115 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 12,428 $257K <0.01% +1,053 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 12,396 $257K 0.04% -421 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 12,367 $256K <0.01% -3,170,693 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 12,364 $256K 0.01% -8,608 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 12,361 $256K 0.01% +73 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,352 $256K 0.09% +1,823 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 12,337 $255K 0.08% -339 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 12,328 $255K 0.05% +63 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 12,314 $255K 0.19% +1,132 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 12,299 $255K 0.09% -218 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 12,294 $254K 0.04% -2,970 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 12,294 $254K 0.17% +64 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 12,273 $254K 0.03% +1,259 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 12,266 $254K 0.08% -150 13F-HR/A Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 12,264 $254K 0.03% -843 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 12,261 $254K 0.12% +844 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 12,246 $253K 0.04% +43 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 12,236 $253K 0.15% new 13F-HR Timeline Carbahal Olsen Financial Services Group⦠More: the full row for Carbahal Olsen Financial Services Group, LLC 12,192 $252K 0.18% 0 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 12,189 $252K 0.19% +127 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 12,177 $252K 0.09% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 12,170 $252K 0.02% -308 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 12,300 $252K 0.05% -4,522 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 12,157 $252K 0.15% -10,451 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 12,100 $250K 0.13% -2,500 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 12,072 $250K 0.11% -868 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 12,068 $250K 0.08% -617 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 12,063 $250K 0.09% -378 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 12,027 $249K 0.03% +396 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 12,003 $248K 0.12% -161 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 12,000 $248K 0.1% 0 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 11,981 $248K 0.06% new 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 11,300 $246K 0.08% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 11,901 $246K 0.01% 0 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L⦠More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 11,882 $246K 0.12% -1,013 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 11,855 $245K 0.05% +1,330 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 11,828 $245K 0.03% -3,470 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 11,808 $244K 0.13% -400 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 11,800 $244K 0.01% +224 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 11,774 $244K 0.06% +26 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 11,767 $244K 0.08% -1,640 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11,756 $243K 0.02% -22 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 11,737 $243K 0.01% -1,043 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 11,706 $242K 0.04% -96 13F-HR Timeline Independent Solutions Wealth Management⦠More: the full row for Independent Solutions Wealth Management, LLC 11,696 $242K 0.03% +865 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 11,692 $242K 0.12% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 11,683 $242K <0.01% -1,363 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 11,645 $241K 0.05% -1,281 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 11,644 $241K 0.1% -798 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 11,627 $241K 0.02% -1,308 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 11,637 $241K 0.02% +1,302 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 11,607 $240K 0.02% -108 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 11,606 $240K 0.03% -104 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11,595 $240K 0.07% -15,993 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management⦠More: the full row for Hudson Bay Capital Management LP 11,580 $240K <0.01% new 13F-HR Timeline Group Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 11,551 $239K 0.17% +490 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 11,530 $239K 0.07% +1,827 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /⦠More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 11,514 $238K 0.03% -483 13F-HR Timeline CLG LLC More: the full row for CLG LLC 11,497 $238K 0.05% +19 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,472 $237K 0.07% -433 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 11,465 $237K 0.12% +197 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 11,444 $237K 0.04% -351 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 11,429 $237K 0.02% -3,177 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 11,394 $236K 0.05% -60 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 11,393 $236K 0.03% +675 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 11,371 $235K 0.04% -1,103 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 11,354 $235K 0.05% -457 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 11,338 $235K 0.2% -304 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 11,336 $235K 0.02% -379 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 11,335 $235K 0.17% +133 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 11,327 $234K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 11,316 $234K 0.09% +33 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 11,302 $234K 0.05% 0 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 11,290 $234K 0.14% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 11,276 $233K 0.04% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 11,276 $233K 0.02% +36 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 10,691 $233K 0.18% -3 13F-HR Timeline Quarry LP More: the full row for Quarry LP 11,267 $233K 0.04% +10,587 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 11,258 $233K 0.03% +311 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 11,254 $233K 0.09% +4 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 11,248 $233K 0.15% +644 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 11,236 $233K 0.05% -730 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 11,229 $232K 0.06% -150 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 11,210 $232K 0.2% -300 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 11,179 $231K 0.08% -743 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 11,176 $231K 0.15% +3,323 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 11,154 $231K 0.08% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 11,141 $231K 0.17% +600 13F-HR Timeline Group Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 11,134 $230K 0.05% -14 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 11,126 $230K 0.04% +9 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 11,120 $230K 0.14% -109 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,114 $230K 0.01% -6,389 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 11,108 $230K 0.12% +28 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 11,107 $230K 0.03% -79 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 10,524 $230K 0.1% +1,301 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 11,078 $229K 0.08% -2,610 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 11,068 $229K 0.01% +567 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 11,062 $229K 0.02% -486 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 11,047 $229K 0.18% 0 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 11,020 $228K 0.07% +1 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man⦠More: the full row for Gerber Kawasaki Wealth & Investment Management 11,000 $228K 0.01% -37 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 10,997 $228K 0.04% +3,280 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 10,966 $227K 0.09% -10 13F-HR Timeline Retirement Planning Co of New England, ⦠More: the full row for Retirement Planning Co of New England, Inc. 10,960 $227K 0.08% -943 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 10,923 $226K 0.15% +34 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 10,915 $226K 0.05% -78 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10,904 $226K 0.03% +388 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 10,889 $225K 0.07% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 10,864 $225K 0.08% -1,005 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 10,852 $225K 0.04% -89 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 10,849 $225K 0.03% -825 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 10,768 $223K <0.01% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 10,754 $223K 0.06% -200 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 10,725 $222K 0.07% +2,771 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 10,718 $222K -1,217 Timeline CNB Bank More: the full row for CNB Bank 10,695 $221K 0.09% -1,595 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 10,664 $221K 0.05% -421 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 10,656 $221K 0.02% new 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 10,645 $220K 0.03% +787 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 10,641 $220K 0.09% +6,721 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 10,597 $219K 0.04% -1,067 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, ⦠More: the full row for Financial Gravity Companies, Inc. 10,556 $219K 0.04% 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 10,521 $218K 0.09% -113 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 10,520 $218K 0.05% -353 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 10,485 $217K 0.14% -201 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 10,469 $217K 0.25% +207 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,467 $217K 0.05% -2,921 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 10,455 $216K 0.06% 0 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 10,455 $216K 0.12% -200 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 10,452 $216K 0.23% +77 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 10,446 $216K 0.01% +6,561 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 10,445 $216K 0.08% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 10,433 $216K 0.03% -1,314 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 10,416 $216K <0.01% -1,408 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 10,411 $216K 0.02% new 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 10,408 $215K 0.13% +446 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 10,051 $215K 0.07% +221 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 10,395 $215K 0.1% -381 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 10,355 $214K 0.01% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 10,349 $214K 0.01% -2,036 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 10,346 $214K 0.05% -1,263 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,334 $214K 0.02% +2,170 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 10,334 $214K 0.04% +781 13F-HR/A Timeline BAILARD, INC. More: the full row for BAILARD, INC. 10,325 $214K <0.01% +582 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 10,324 $214K 0.14% -67 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 10,307 $213K 0.07% -4,747 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 10,274 $213K 0.02% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 10,273 $213K 0.06% -81 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 10,268 $213K 0.02% -910 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 10,266 $213K 0.02% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,224 $212K 0.06% 0 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage⦠More: the full row for Yelin Lapidot Holdings Management Ltd. 10,234 $212K 0.04% -629 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,229 $212K 0.01% -18,027 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 10,205 $211K 0.19% -2,177 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,204 $211K 0.04% -26 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 10,200 $211K 0.01% 0 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 10,190 $211K 0.1% -352 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 8,700 $210K 0.04% 0 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 10,125 $210K 0.13% -181 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 10,119 $209K 0.08% +28 13F-HR Timeline American Trust More: the full row for American Trust 10,109 $209K 0.02% -80 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 10,105 $209K 0.06% +1,976 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 10,094 $209K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 10,096 $209K 0.01% +300 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 10,084 $209K 0.02% +9,239 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 9,507 $209K 0.02% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 10,064 $208K 0.08% +626 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 10,057 $208K 0.02% +638 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 10,054 $208K 0.13% -655 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 10,050 $208K 0.13% -261 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 8,822 $208K 0.02% -33,682 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 10,032 $208K 0.03% 0 13F-HR/A Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 10,024 $207K 0.03% -3,418 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,020 $207K 0.05% +288 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10,015 $207K 0.02% +8 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 10,013 $207K 0.02% -98 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 10,000 $207K 0.01% 0 13F-HR Timeline