Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,843 $293K 0.11% +25 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,952 $291K 0.02% -263 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,792 $290K 0.15% -12 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,936 $290K <0.01% +2,152 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,933 $289K 0.1% -1,342 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,932 $289K 0.25% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,915 $288K 0.25% -1,082 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,911 $287K 0.01% +414 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,907 $287K 0.01% -60 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,901 $286K 0.04% -85 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,900 $286K 0.01% 0 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 2,896 $286K 0.01% +1,493 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,890 $285K 0.01% -1,593 13F-HR Timeline Group BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,885 $285K 0.11% -156 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,841 $280K 0.03% +21 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,840 $280K 0.02% +260 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 2,838 $280K 0.01% -130 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,837 $280K 0.17% -1,452 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 2,833 $279K 0.23% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,832 $279K 0.05% +464 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,824 $279K 0.02% -5,513 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,824 $279K 0.03% +1 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,822 $278K <0.01% -5,530 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,818 $278K 0.07% -111 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,810 $277K 0.12% -50 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,804 $277K 0.15% +148 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,800 $276K 0.03% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,798 $276K 0.03% +6 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,796 $276K 0.03% -119 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,777 $274K 0.01% +182 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,766 $273K 0.1% +440 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,765 $273K 0.01% -435 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,761 $272K 0.04% +171 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,759 $272K 0.07% +55 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,759 $272K 0.08% -627 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,758 $272K 0.08% +177 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,753 $272K 0.02% -5,182 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,750 $271K 0.01% -12 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,744 $271K 0.27% -996 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 2,747 $271K 0.15% -7,385 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,742 $270K 0.15% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,733 $270K 0.14% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,533 $270K 0.01% -48 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,733 $270K 0.02% -44 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,725 $269K 0.03% +481 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,721 $268K 0.02% +184 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,720 $268K 0.05% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,714 $268K 0.01% -2,585 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,711 $267K 0.02% -522 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,707 $267K 0.01% -5,467 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 2,705 $267K 0.15% -11,345 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 2,704 $267K 0.02% +230 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,700 $266K 0.17% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,695 $266K 0.06% +670 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,687 $265K 0.09% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,664 $263K 0.02% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,661 $263K 0.03% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,461 $261K 0.01% new 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 2,635 $260K 0.02% -40 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,630 $260K +45 Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,613 $258K 0.02% -35,120 13F-HR Timeline Group OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 2,525 $258K 0.05% 0 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,610 $257K 0.22% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,608 $257K 0.02% -804 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,608 $257K 0.02% -281 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,607 $257K 0.28% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,602 $257K 0.16% +4 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,600 $256K 0.06% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,599 $256K 0.03% -155 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,593 $256K 0.08% +31 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,553 $252K 0.06% +412 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,548 $251K 0.03% -271 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 2,545 $251K 0.21% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,411 $251K 0.17% +7 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,537 $250K 0.08% -270 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,535 $250K 0.01% -389 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,543 $250K 0.02% -4,118 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,532 $250K 0.02% -20 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,529 $249K 0.14% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,528 $249K 0.06% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,523 $249K 0.03% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,501 $247K 0.06% -207 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 2,490 $246K 0.06% -35 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,371 $246K 0.16% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,488 $245K 0.07% -81 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,472 $244K 0.02% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,472 $244K 0.01% +510 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,467 $243K 0.01% +124 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,455 $242K 0.02% -7 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,384 $242K 0.04% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,453 $242K 0.14% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,452 $242K 0.19% +573 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,442 $241K 0.03% -1,083 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,439 $241K 0.02% +93 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 2,437 $240K 0.14% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,431 $240K 0.09% 0 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,428 $240K 0.03% -1 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,259 $239K 0.07% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,423 $239K 0.03% -568 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,421 $239K 0.01% -7 13F-HR/A Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,420 $239K 0.02% +82 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 2,419 $239K 0.15% +341 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,402 $237K 0.01% -109 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,401 $237K 0.03% -304 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 2,396 $236K 0.2% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,389 $236K 0.07% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,388 $236K 0.02% +300 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,385 $235K 0.16% +201 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,382 $235K 0.14% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,380 $235K 0.05% +174 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,378 $235K 0.07% -270 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,371 $234K 0.04% -193 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,359 $233K 0.07% -115 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,358 $233K 0.03% -9,022 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,224 $232K 0.02% +38 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,260 $231K 0.01% -105 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,331 $230K 0.02% +14 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,326 $229K 0.06% -368 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,325 $229K 0.06% -126 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,323 $229K 0.02% +43 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,319 $229K 0.18% +324 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,313 $228K 0.02% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,310 $228K 0.04% -261 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,302 $227K <0.01% new 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 2,300 $227K 0.06% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,300 $227K 0.05% -4,225 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,300 $227K 0.02% +161 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 2,300 $227K 0.01% 0 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 2,525 $226K 0.04% -248 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,285 $225K 0.02% -346 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,283 $225K 0.03% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,281 $225K 0.02% +29 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,280 $225K 0.05% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,274 $224K 0.07% +86 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 2,272 $224K 0.02% -129 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,262 $223K 0.08% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,256 $223K <0.01% +101 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,252 $222K 0.02% +38 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,252 $222K 0.07% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,251 $222K 0.03% +220 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,250 $222K 0.01% -782 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,248 $222K 0.01% -28,807 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,240 $221K 0.12% -11 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,238 $221K 0.25% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,236 $221K <0.01% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,233 $220K 0.06% -12 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 2,227 $220K 0.04% -762 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 2,217 $219K <0.01% -653 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,214 $218K <0.01% -210 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,203 $217K 0.06% -3 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,200 $217K 0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,200 $217K 0.09% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,197 $217K 0.01% -752 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,185 $216K 0.02% -3,840 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,274 $214K 0.02% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 2,049 $214K 0.13% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,159 $213K 0.04% -99 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,158 $213K 0.02% +212 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,157 $213K 0.03% -27 13F-HR/A Timeline Creekside Partners More: the full row for Creekside Partners 2,154 $213K 0.1% -136 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,151 $212K 0.02% -68 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,150 $212K 0.08% +174 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,146 $212K 0.02% -45 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,146 $212K 0.01% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,143 $211K 0.2% -413 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 2,125 $210K 0.04% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 2,120 $209K 0.06% 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,116 $209K 0.03% -226 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,111 $208K 0.04% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,100 $207K <0.01% -236 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,100 $207K 0.04% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,100 $207K 0.16% -290 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,094 $207K 0.02% +7 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,093 $206K 0.16% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,092 $206K 0.01% -125 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,091 $206K 0.1% -314 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,089 $206K 0.01% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,088 $206K <0.01% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,078 $205K 0.07% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,064 $204K 0.02% -731 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 2,050 $202K 0.03% -52,500 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,041 $201K 0.01% +40 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,039 $201K <0.01% -23,646 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,035 $201K 0.02% -1,094 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,034 $201K 0.03% +82 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,020 $199K 0.01% -1,052 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,001 $197K 0.01% -115 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,000 $197K 0.06% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,930 $190K 0.07% +56 13F-HR/A Timeline Group Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,921 $190K 0.85% -82 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,921 $190K 0.02% -15 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,915 $189K 0.02% -48 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,912 $189K 0.04% -197 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,863 $184K <0.01% -205 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,838 $181K 0.06% -340 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,817 $179K 0.03% -680 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,807 $178K 0.07% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,798 $177K 0.01% -87 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,776 $175K 0.07% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,764 $174K 0.01% -25 13F-HR Timeline