Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,241 $382K 0.15% +1,541 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,233 $380K 0.37% -97 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 2,219 $378K 0.12% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,216 $377K 0.08% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,215 $377K 0.3% +300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,214 $377K 0.05% +34 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,212 $377K 0.02% +2,013 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,213 $377K 0.13% -48 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,208 $376K 0.07% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,205 $375K 0.02% -316 13F-HR/A Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,194 $374K 0.21% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,194 $374K 0.05% -1,486 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,188 $372K 0.03% +110 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,186 $372K 0.14% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,173 $370K 0.04% -140 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,170 $369K 0.19% -39 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,169 $369K 0.23% -371 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,168 $369K 0.03% -25 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,149 $366K 0.04% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,136 $364K 0.01% +78 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,123 $361K <0.01% +365 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,122 $361K 0.03% +330 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,114 $360K 0.05% +5 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,104 $358K 0.13% -52 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,095 $357K <0.01% new 13F-HR/A Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,093 $356K 0.02% +1 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,083 $355K 0.07% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,080 $354K 0.02% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,075 $353K <0.01% +47 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 2,061 $351K 0.24% -59 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,055 $350K 0.02% -31 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,053 $349K 0.09% -82 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,050 $349K 0.01% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,040 $347K <0.01% +462 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,040 $347K 0.03% +56 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,034 $346K 0.03% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,212 $346K 0.23% -5 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 2,029 $345K 0.25% -331 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,048 $343K 0.17% -4 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,016 $343K 0.04% +518 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,002 $341K 0.04% -163 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,000 $341K 0.06% new 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,000 $341K 0.03% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,000 $341K 0.07% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,994 $340K 0.01% +201 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,994 $339K 0.04% +7 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 1,992 $339K <0.01% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,983 $338K 0.01% -25 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,961 $334K 0.03% +9 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,957 $333K 0.09% +27 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,946 $331K 0.06% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,940 $330K 0.01% -39 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,940 $330K <0.01% -872 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,936 $330K 0.09% +128 13F-HR/A Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,933 $329K 0.06% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,923 $327K 0.01% -178 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,921 $327K 0.02% +138 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,091 $327K 0.01% +366 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,420 $325K 0.05% 0 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 1,911 $325K 0.13% -2,402 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,907 $325K 0.08% -46 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,900 $323K 0.03% +100 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,900 $323K 0.17% +100 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 1,894 $322K 0.06% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,883 $321K 0.09% -46 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,870 $318K 0.02% -383 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,864 $317K 0.01% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,863 $317K 0.05% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,932 $317K 0.13% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,854 $316K 0.04% +255 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,341 $315K 0.02% +192 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,847 $314K 0.12% -2 13F-HR/A Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,847 $314K 0.08% +720 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 1,846 $314K +250 Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,846 $314K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,845 $314K 0.13% +217 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,825 $311K 0.02% -455 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,820 $310K 0.12% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,816 $309K 0.17% +48 13F-HR Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 1,814 $309K 0.06% -1,482 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,808 $308K 0.04% +6 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 1,807 $308K 0.17% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,803 $307K 0.06% -546 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,800 $306K 0.1% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,797 $306K 0.08% +6 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,783 $304K 0.01% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,777 $303K 0.04% +3 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,773 $302K 0.04% -1,261 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,769 $301K 0.02% +24 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,856 $301K 0.04% -447 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,761 $300K 0.02% +8 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,760 $300K 0.02% -11 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,760 $300K 0.14% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,758 $299K 0.17% -106 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,742 $297K 0.09% 0 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,740 $296K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,738 $296K 0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,657 $296K 0.06% +12 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,732 $295K 0.01% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,728 $294K 0.02% -2,586 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,719 $293K 0.01% -52 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,713 $292K 0.03% 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 1,702 $290K 0.01% +1 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,700 $289K 0.02% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,698 $289K 0.01% +108 13F-HR Timeline Group PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,697 $289K 0.16% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,694 $288K 0.04% new 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,693 $288K 0.04% 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,689 $288K 0.01% -203 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,687 $287K 0.04% +104 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,685 $287K 0.04% +15 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,679 $286K 0.02% +33 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,654 $282K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,656 $282K 0.01% +42 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,656 $282K 0.09% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,653 $281K 0.1% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,650 $281K 0.02% -189 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,645 $280K 0.08% +3 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,642 $280K 0.06% -56 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,634 $278K 0.12% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,628 $277K 0.07% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,627 $277K 0.01% +57 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,620 $276K 0.01% new 13F-HR/A Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,615 $275K 0.05% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,613 $275K 0.01% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,609 $274K 0.01% +30 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,600 $272K 0.09% -100 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,599 $272K 0.06% +3 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,600 $272K <0.01% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,597 $272K 0.13% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,594 $271K 0.02% +15 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,592 $271K 0.01% -114 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,011 $271K 0.04% -97 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,587 $270K 0.01% +14 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,585 $270K 0.07% +1 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,584 $270K 0.19% +1 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,581 $269K 0.15% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,575 $268K 0.1% +38 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,573 $268K 0.02% +81 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,571 $267K 0.02% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,558 $265K 0.07% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,558 $265K 0.01% -154 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,555 $265K 0.01% +16 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,540 $262K <0.01% +30 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,538 $262K 0.01% -2 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,532 $261K 0.38% -553 13F-HR/A Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,469 $261K 0.01% -83 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,527 $260K <0.01% -9 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,522 $259K 0.05% -615 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,505 $256K 0.11% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,504 $256K 0.01% -11,045 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,500 $255K 0.06% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 1,500 $255K 0.16% 0 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 1,500 $255K 0.04% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,500 $255K 0.04% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,497 $255K 0.01% -300 13F-HR Timeline Group Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,494 $254K 0.11% -83 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,500 $254K 0.09% 0 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 1,493 $254K 0.01% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,489 $254K 0.02% +1 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,489 $254K 0.05% -24 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,481 $252K 0.04% -1,000 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,480 $252K 0.03% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,476 $251K <0.01% -628 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,470 $250K 0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,470 $250K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,469 $250K 0.03% -147 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,461 $249K 0.03% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,456 $248K 0.02% +5 13F-HR Timeline City State Bank More: the full row for City State Bank 1,455 $248K 0.07% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,450 $247K 0.02% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,390 $247K 0.04% -353 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 1,447 $246K 0.09% -269 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,441 $245K 0.04% new 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,441 $245K 0.04% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,437 $245K 0.02% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,435 $244K 0.07% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,425 $243K 0.03% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,419 $242K 0.05% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,416 $241K 0.09% -93 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,406 $239K 0.01% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,406 $239K 0.06% -195 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,404 $239K <0.01% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,404 $239K 0.06% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,401 $239K 0.08% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,400 $238K 0.03% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,400 $238K 0.23% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,400 $238K 0.06% new 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,399 $238K 0.04% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,394 $237K 0.02% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,395 $237K 0.03% -8,793 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,391 $237K 0.01% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,389 $236K 0.01% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 1,386 $236K 0.03% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,386 $236K 0.05% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,378 $235K 0.07% new 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 1,699 $235K 0.1% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,375 $234K 0.16% -1 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 1,360 $232K 0.03% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,359 $231K 0.06% new 13F-HR Timeline