Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,957 $455K 0.02% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 6,932 $455K 0.01% new 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 6,948 $454K 0.02% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 6,926 $453K 0.18% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,889 $451K 0.03% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,888 $450K <0.01% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 6,979 $448K 0.1% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,841 $447K 0.03% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,838 $447K 0.02% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,799 $445K 0.08% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,794 $444K 0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,794 $444K 0.03% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,777 $443K 0.02% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 6,741 $442K 0.12% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,749 $441K 0.03% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,743 $441K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,737 $441K 0.03% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,703 $439K 0.02% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,710 $439K 0.09% 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 6,689 $437K 0.39% 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 6,666 $436K 0.11% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,638 $434K 0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,596 $431K 0.01% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,606 $431K 0.06% new 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 6,561 $429K 0.2% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,553 $429K 0.12% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 6,518 $426K 0.08% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,506 $425K 0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,466 $423K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,455 $422K 0.03% new 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,436 $421K 0.1% 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 6,422 $420K 0.03% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,369 $417K 0.07% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 6,336 $414K 0.18% 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 6,222 $407K 0.11% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,186 $405K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,122 $400K 0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 6,116 $400K 0.07% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 6,105 $399K 0.03% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,103 $399K 0.01% 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,050 $396K 0.1% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,047 $395K <0.01% new 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,044 $395K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,033 $395K <0.01% new 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,013 $393K 0.03% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,010 $393K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,969 $390K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,401 $390K 0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,908 $386K 0.04% new 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,888 $385K 0.24% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,864 $384K 0.09% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,825 $381K <0.01% new 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 5,807 $380K 0.03% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,791 $379K 0.27% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,790 $379K 0.03% new 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 5,777 $378K 0.02% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,765 $377K 0.04% new 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 5,758 $377K 0.11% new 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 5,753 $376K 0.19% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,722 $374K 0.08% 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 5,401 $373K 0.32% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,704 $373K 0.03% new 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 5,659 $370K 0.02% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,644 $369K 0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,644 $369K 0.15% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,638 $369K 0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,623 $368K 0.05% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 5,619 $367K 0.25% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,617 $367K 0.04% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,860 $367K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,609 $367K 0.03% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,593 $366K 0.01% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 5,579 $365K 0.01% new 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 5,574 $365K 0.3% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,589 $363K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,549 $363K 0.03% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,939 $363K 0.06% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,540 $362K 0.03% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 5,529 $362K 0.2% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,441 $356K 0.02% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,440 $356K 0.01% new 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 5,374 $351K 0.13% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 5,365 $351K <0.01% new 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 5,342 $349K 0.08% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,337 $349K 0.07% new 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 5,333 $349K 0.02% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 5,333 $349K 0.19% new 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 5,333 $349K 0.05% new 13F-HR/A Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,293 $346K 0.26% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,293 $346K 0.01% new 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 5,291 $346K 0.04% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,274 $345K 0.04% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,273 $345K 0.01% new 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 5,251 $343K 0.01% new 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 5,244 $343K <0.01% new 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 5,226 $342K 0.21% new 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 5,222 $342K 0.09% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,203 $340K 0.14% new 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 5,197 $340K 0.06% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,186 $339K 0.01% new 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 5,184 $339K 0.21% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5,180 $339K 0.05% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 5,175 $338K 0.05% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,163 $338K <0.01% new 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,152 $337K <0.01% new 13F-HR/A Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,048 $330K 0.02% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,017 $328K 0.02% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,009 $328K 0.01% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,009 $328K 0.1% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,982 $326K 0.06% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,945 $323K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,959 $323K 0.1% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,925 $322K 0.02% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,915 $321K 0.09% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,891 $320K <0.01% new 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 4,872 $319K 0.13% 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,855 $318K 0.02% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,837 $316K 0.07% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,902 $316K 0.01% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,794 $314K 0.22% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,787 $313K 0.08% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,777 $312K 0.03% new 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 4,735 $310K 0.17% 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,729 $309K 0.12% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,721 $309K 0.11% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 4,710 $308K 0.22% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,656 $305K 0.14% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,589 $300K 0.05% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 4,584 $300K 0.18% 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 4,581 $300K 0.1% new 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,580 $300K 0.08% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,576 $299K 0.06% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,529 $296K 0.04% new 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 4,483 $293K 0.3% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,420 $289K 0.11% new 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 4,374 $286K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,361 $285K 0.06% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,345 $284K 0.06% new 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 4,330 $284K 0.27% 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,342 $284K 0.1% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,316 $282K 0.02% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,310 $282K 0.01% new 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 4,306 $282K 0.05% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,289 $280K 0.05% 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,275 $280K 0.01% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,273 $279K 0.06% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,265 $279K 0.04% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,264 $279K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,255 $278K 0.01% new 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 4,253 $278K 0.06% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,251 $278K 0.06% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,235 $277K 0.1% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,216 $276K 0.08% 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,206 $275K 0.01% new 13F-HR/A Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,190 $274K 0.01% new 13F-HR/A Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,149 $271K 0.01% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,143 $271K 0.03% new 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 4,117 $269K 0.2% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,117 $269K 0.01% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,116 $269K 0.13% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,101 $268K 0.05% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,098 $268K 0.04% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,091 $268K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,089 $267K 0.01% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,082 $267K 0.03% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,068 $266K 0.01% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,061 $266K 0.14% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,065 $266K 0.01% new 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,055 $265K 0.08% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,036 $264K 0.01% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,035 $264K 0.05% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,021 $263K 0.04% new 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 4,016 $263K 0.05% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,013 $262K 0.02% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,990 $261K 0.01% new 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,987 $261K 0.27% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,962 $259K 0.02% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,950 $258K 0.14% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,925 $257K 0.04% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,922 $256K 0.02% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,919 $256K 0.02% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,909 $256K 0.15% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,901 $255K 0.04% -713 13F-HR Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,900 $255K 0.17% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,891 $254K 0.09% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,888 $254K 0.17% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,881 $254K 0.02% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,878 $254K 0.01% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,870 $253K 0.03% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,866 $253K 0.03% new 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,854 $252K 0.01% new 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,831 $251K 0.03% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,831 $251K 0.01% new 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 3,802 $249K 0.12% 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,790 $248K 0.02% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,788 $248K <0.01% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 3,780 $247K 0.04% new 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 3,764 $246K 0.07% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,752 $245K 0.08% new 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,752 $245K 0.04% new 13F-HR Timeline