Entropy Technologies, LP More: the full row for Entropy Technologies, LP 12,911 $681K 0.05% +965 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,898 $681K 0.01% -607 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 12,897 $681K -283 Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 12,852 $678K 0.4% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 12,850 $678K 0.02% +1,010 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,723 $671K 0.01% -90 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 12,707 $671K <0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 12,678 $669K <0.01% -7,268 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,671 $669K 0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 12,668 $668K 0.01% +18 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,625 $666K 0.01% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 12,587 $664K 0.04% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,576 $664K 0.02% -3,956 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,552 $662K 0.01% +1,376 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,549 $662K 0.03% 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 12,530 $661K 0.08% +422 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,452 $657K 0.01% -531 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 12,111 $639K 0.17% -91 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 12,026 $635K 0.5% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,011 $634K <0.01% -2,218 13F-HR/A Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 12,009 $634K <0.01% +1,137 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 12,000 $633K 0.05% new 13F-HR Timeline Group BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 11,987 $633K 0.01% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 11,937 $630K 0.02% +3,058 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 11,874 $627K 0.01% new 13F-HR Timeline Group Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 11,840 $625K 0.03% -445 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,776 $621K <0.01% -2,404 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 11,750 $620K 0.05% +2,294 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 11,725 $619K 0.12% -1,074 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,707 $618K 0.07% -2,039 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 11,696 $617K 0.16% -28 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 11,683 $617K 0.48% -108 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,669 $616K 0.05% +2,090 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 11,461 $605K 0.01% -656 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,406 $602K 0.05% -667 13F-HR/A Timeline Midwest Trust Co More: the full row for Midwest Trust Co 11,385 $601K 0.01% 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 11,353 $599K 0.19% -1,375 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 11,278 $595K 0.01% -1,449 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 11,060 $584K 0.02% +225 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,985 $580K 0.09% +380 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,955 $578K 0.02% -915 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,932 $577K 0.01% -996 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 10,886 $574K 0.05% -350 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 10,878 $574K 0.03% -6,092 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 10,760 $568K 0.02% -67 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 10,736 $567K 0.04% 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 10,723 $566K 0.15% -120 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 10,626 $561K 0.08% +1,566 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,317 $558K <0.01% +995 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 10,490 $554K 0.11% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 9,493 $552K 0.19% +910 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 10,454 $552K <0.01% -8,128 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 10,398 $549K 0.12% +59 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,384 $548K 0.02% -898 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 10,300 $544K 0.04% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 10,300 $544K 0.06% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 10,266 $542K 0.01% -12,829 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 10,242 $540K 0.62% +1,637 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10,215 $539K 0.02% -2,940 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,196 $538K 0.19% -7 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 10,157 $536K 0.43% -660 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,131 $535K 0.03% +1,208 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 10,079 $532K 0.09% -653 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,046 $530K 0.03% +136 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 10,014 $528K <0.01% +739 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,000 $528K 0.18% -1,500 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 9,910 $523K 0.05% -125 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 9,885 $522K 0.11% +4,621 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,849 $520K 0.02% -1,677 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,770 $516K 0.13% 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 9,750 $515K 0.04% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,748 $514K 0.04% -212 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 9,725 $513K 0.11% -9,748 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 9,725 $513K 0.04% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 9,620 $508K 0.45% -430 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,618 $508K 0.01% +2,109 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 9,397 $496K 0.03% +98 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 9,390 $496K 0.11% -3,480 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 9,385 $495K 0.02% 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,360 $494K 0.03% -150 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,572 $490K 0.02% -142 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,274 $489K 0.06% +24 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 9,253 $488K 0.02% -665 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,248 $488K <0.01% -4,386 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 9,185 $485K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 9,100 $480K 0.23% -850 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 8,985 $474K 0.18% -15,991 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 8,977 $474K 0.04% -60 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 8,975 $474K 0.04% -285 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 8,924 $471K 0.02% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,804 $468K 0.01% +2,169 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,820 $465K 0.02% +1,000 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 8,807 $465K -824 Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,805 $465K 0.05% -85 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,778 $463K 0.04% +37 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,663 $457K 0.03% -61 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 8,650 $456K 0.2% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 8,627 $455K 0.06% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 8,620 $455K 0.14% -1,025 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 8,576 $453K 0.05% +1,400 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 8,683 $449K 0.19% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,493 $448K 0.01% -1,470 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,425 $445K 0.01% +1,233 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,380 $442K 0.03% +1,743 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,365 $441K <0.01% -325 13F-HR Timeline Group Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 8,300 $438K 0.38% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,280 $437K 0.01% +12 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 8,260 $436K 0.03% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 8,220 $434K 0.04% -252 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,168 $431K 0.02% -1,352 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,015 $423K 0.01% -35 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,968 $420K 0.07% -450 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 7,925 $418K 0.18% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 7,920 $418K 0.14% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 7,915 $418K 0.01% 0 13F-HR Timeline Group EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 7,850 $414K 0.02% +151 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,805 $412K 0.03% +365 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 7,804 $412K 0.08% +2,352 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,800 $412K 0.02% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 7,750 $409K 0.09% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,725 $408K 0.05% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,708 $407K 0.01% -755 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 7,655 $404K <0.01% -725 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,600 $401K 0.03% +13 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,554 $399K 0.01% -56 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 7,530 $397K 0.06% -10 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,523 $397K 0.01% -1,564 13F-HR Timeline Group SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 7,500 $396K 0.07% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 7,465 $394K 0.02% +1,130 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,455 $393K 0.01% 0 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,426 $392K 0.07% +1,483 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,415 $391K 0.16% +3,000 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 7,510 $388K <0.01% +7,510 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,357 $388K 0.03% -3,428 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 7,354 $388K 0.15% +833 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,350 $388K 0.09% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,335 $387K 0.26% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,294 $385K 0.04% -96,100 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 7,288 $385K 0.02% new 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 7,287 $385K 0.31% -250 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,670 $379K 0.34% -1,637 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 7,253 $376K 0.01% -15,907 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 7,110 $375K 0.13% -430 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 7,100 $375K 0.06% new 13F-HR/A Timeline Washington Trust Bank More: the full row for Washington Trust Bank 7,087 $374K 0.03% -373 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,068 $373K 0.08% +35 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 7,016 $370K 0.31% +28 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $370K 0.31% 13F-HR Timeline Amount filed as zero, left out of ratios. SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,940 $366K 0.08% -50 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,876 $363K 0.02% -209 13F-HR Timeline Group BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 6,859 $362K 0.11% -21 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,279 $357K 0.03% +1,574 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,750 $356K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,492 $355K 0.01% -18,580 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,735 $355K <0.01% +57 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 6,700 $354K 0.24% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 6,703 $354K 0.24% +640 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 6,700 $354K 0.07% +142 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 6,675 $352K 0.05% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,664 $352K <0.01% +842 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,628 $350K 0.04% -20 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 6,625 $350K 0.04% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,624 $350K 0.03% +1,213 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,607 $349K 0.01% -104 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,592 $348K 0.02% +21 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,770 $348K 0.03% +61 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,533 $345K 0.08% +388 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,498 $343K 0.01% -445 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 6,492 $343K 0.03% new 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 6,458 $341K 0.15% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,154 $339K 0.06% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,556 $339K 0.03% -3,249 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 6,350 $335K 0.08% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,300 $332K 0.09% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,269 $331K <0.01% -911 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 5,801 $330K 0.15% -544 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 6,238 $329K 0.16% +28 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,230 $329K 0.06% -364 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 6,015 $329K 0.23% +97 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,211 $328K 0.02% -1,227 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,194 $327K 0.02% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,184 $326K 0.04% +115 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 6,181 $326K 0.08% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,109 $322K 0.01% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,100 $322K 0.09% -759 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,074 $321K 0.01% -5,830 13F-HR Timeline OSSIAM More: the full row for OSSIAM 6,044 $319K <0.01% -842 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,014 $317K 0.01% -270 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,001 $317K 0.02% -587 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. 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