HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 722 $504K <0.01% new 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 721 $503K 0.13% +32 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 721 $503K 0.07% 0 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 720 $502K 0.6% -45 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 717 $500K 0.19% -58 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 4,432 $498K 0.05% +2,305 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 711 $498K 0.08% -20 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 4,825 $497K 0.04% +4,222 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 712 $497K 0.43% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 712 $497K 0.33% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 710 $495K 0.12% -290 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 709 $494K 0.04% +111 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 708 $494K 0.03% +32 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 708 $494K 0.28% +42 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 707 $493K 0.28% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 704 $491K <0.01% -45 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 712 $490K 0.4% +9 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 700 $488K 0.13% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 700 $488K 0.05% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 700 $488K 0.18% -6 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 4,733 $488K 0.29% +4,163 13F-HR Timeline CX Institutional More: the full row for CX Institutional 697 $487K 0.01% +215 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 697 $486K 0.73% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 694 $485K 0.14% +98 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 694 $484K 0.09% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 694 $484K 0.24% -7 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 689 $482K 0.02% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 690 $481K <0.01% -794 13F-HR Timeline Friday Financial More: the full row for Friday Financial 689 $481K 0.17% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,648 $480K 0.09% +4,058 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 687 $479K 0.01% +45 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 685 $478K 0.12% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 684 $478K 0.38% -47 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 683 $477K 0.05% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 681 $475K 0.05% +313 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 680 $475K 0.03% +90 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 863 $474K 0.15% +87 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 676 $471K 0.08% +332 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 675 $471K 0.01% +7 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 675 $471K 0.14% 0 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 674 $471K 0.17% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 674 $470K 0.13% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 673 $470K 0.23% -27 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 673 $469K 0.14% +27 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 671 $468K 0.11% +1 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 670 $467K 0.01% -25 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 667 $465K 0.14% +7 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 667 $465K 0.84% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 667 $465K 0.02% +26 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 664 $464K 0.11% +50 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 664 $463K 0.1% -20 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 663 $463K 0.29% -57 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 662 $462K 0.09% +52 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 662 $462K 0.11% -4 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 661 $461K 0.07% +8 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 660 $461K 0.3% -31 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 660 $460K 0.2% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 658 $459K 0.01% -293 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 658 $459K 0.01% -206 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 657 $458K 0.13% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 656 $458K 0.06% -20 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 647 $457K 0.08% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 655 $457K 0.06% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 618 $457K 0.13% +31 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 654 $456K 0.02% +601 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 654 $456K <0.01% new 13F-HR Timeline Group High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 652 $455K 0.44% -565 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 651 $455K 0.16% +65 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 650 $454K 0.39% 0 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 650 $454K 0.35% +3 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 649 $453K 0.04% +15 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 646 $450K 0.06% +53 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 643 $449K 0.4% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 642 $448K 0.09% -149 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 642 $448K 0.13% +6 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,392 $446K 0.02% +3,869 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 638 $445K 0.13% -209 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 636 $444K 0.17% -1 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 636 $444K 0.25% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 635 $443K 0.03% -204 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,624 $439K 0.05% +2,667 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 628 $438K 0.24% 0 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 628 $438K 0.09% +298 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 628 $438K 0.01% +367 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 627 $437K 0.16% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 625 $436K 0.11% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 623 $435K 0.08% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 623 $435K 0.1% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 622 $434K 0.02% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 621 $434K 0.28% -5 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 617 $430K 0.01% -113 13F-HR/A Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 616 $430K 0.02% +1 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 615 $429K 0.01% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 615 $429K 0.32% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 612 $427K 0.05% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 610 $426K 0.12% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 609 $425K 0.26% +88 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 608 $424K 0.25% -110 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 608 $424K 0.25% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 605 $423K 0.08% +50 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 604 $421K 0.1% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 603 $421K 0.17% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 602 $421K 0.03% -205 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 600 $419K 0.11% +25 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 600 $419K 0.13% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 597 $417K 0.15% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 596 $416K 0.05% +28 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 594 $415K 0.25% +2 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 594 $414K 0.1% +25 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 588 $410K 0.18% 0 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 586 $409K 0.17% 0 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 586 $409K 0.24% -4 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 584 $407K 0.11% +17 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 583 $407K 0.07% -140 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 583 $407K 0.03% +42 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 582 $406K 0.02% -8 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 581 $405K 0.26% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 580 $405K 0.16% -135 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 579 $404K 0.06% -24 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 562 $404K 0.14% +1 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 578 $403K 0.1% -5 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 576 $402K 0.01% +103 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 576 $402K 0.04% 0 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 600 $401K 0.35% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 575 $401K 0.03% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 572 $399K 0.01% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 572 $399K 0.03% -8 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 571 $398K 0.18% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 570 $398K 0.03% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 570 $398K 0.21% -56 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 569 $397K 0.06% -9 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 569 $397K 0.06% +1 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 569 $397K 0.22% +1 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 568 $396K 0.12% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 566 $395K 0.04% -15 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 565 $394K 0.16% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 563 $393K 0.09% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 563 $393K 0.04% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 562 $392K 0.14% +2 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,874 $391K 0.03% +3,409 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 560 $391K 0.12% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 560 $391K 0.03% -5 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 559 $390K 0.05% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 557 $389K 0.19% -60 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 557 $389K 0.14% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 548 $388K <0.01% +47 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 556 $388K 0.02% +26 13F-HR/A Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 554 $387K 0.06% -48 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 554 $387K 0.08% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 554 $387K 0.06% -66 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 553 $386K 0.06% +7 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 550 $384K 0.06% +10 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 547 $382K 0.1% +3 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 547 $382K 0.03% -607 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 547 $382K 0.02% +31 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 547 $381K 0.09% -21 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 539 $381K 0.02% -37 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 3,632 $381K 0.24% +3,178 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 545 $380K 0.09% +45 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 545 $380K 0.03% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 545 $380K 0.25% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 544 $380K 0.09% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 544 $380K 0.01% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 544 $379K 0.04% -35 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 542 $378K 0.26% -15 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 540 $377K 0.07% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 538 $375K 0.18% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 538 $375K 0.03% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 535 $373K 0.08% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 534 $373K 0.08% -9 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 533 $372K 0.1% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 533 $372K 0.05% -212 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 531 $370K 0.02% -34 13F-HR/A Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 531 $370K 0.36% +8 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 530 $370K <0.01% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 530 $370K 0.4% 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 530 $370K 0.06% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 530 $370K 0.08% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 530 $370K 0.15% 0 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 528 $368K 0.04% -163 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 527 $368K 0.18% +193 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 527 $368K 0.01% +179 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 527 $367K 0.08% -527 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 525 $366K 0.12% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 524 $366K 0.09% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 524 $366K 0.01% -5 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 521 $364K 0.22% 0 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 521 $363K 0.1% +1 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 507 $363K 0.01% -487 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 520 $363K 0.08% +20 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 519 $362K 0.03% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 519 $362K 0.04% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 516 $360K 0.08% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 516 $360K 0.02% +11 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 515 $359K 0.05% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 515 $359K <0.01% 0 13F-HR Timeline Group Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 515 $359K 0.2% -13 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 514 $359K 0.31% -559 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 514 $358K 0.16% -2 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 513 $358K 0.29% +28 13F-HR Timeline