Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 3,358 $335K 0.11% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,350 $334K 0.02% +679 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,347 $334K 0.01% -418 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 3,333 $333K 0.09% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,327 $332K 0.04% -690 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,295 $329K 0.01% -6,825 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,295 $329K 0.02% -41 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,292 $328K 0.01% -371 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,286 $328K <0.01% -262 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,275 $327K 0.01% +376 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,228 $327K <0.01% -592 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,275 $327K 0.01% +376 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,237 $323K 0.01% -329 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,214 $321K 0.09% +1,304 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,198 $320K 0.01% new 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,200 $319K 0.01% 0 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 3,197 $319K 0.19% +44 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,196 $319K <0.01% +9 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,170 $316K <0.01% -322 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,151 $314K <0.01% -111 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,144 $314K <0.01% +550 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,133 $313K 0.01% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,125 $312K 0.05% +560 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,025 $307K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,053 $305K <0.01% +545 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,052 $305K <0.01% +204 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,024 $302K 0.01% -193 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,960 $302K 0.02% +18 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,020 $301K <0.01% new 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,005 $301K 0.02% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,014 $301K 0.02% -37 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,995 $299K 0.02% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,968 $297K 0.01% -11 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,925 $292K <0.01% +1,965 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,913 $291K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,892 $289K <0.01% -112 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,841 $284K 0.01% +51 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2,828 $282K 0.02% -32 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,825 $282K 0.16% 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 2,821 $281K 0.02% -2,499 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,797 $279K <0.01% -298 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 2,794 $279K 0.05% -449 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 2,768 $276K -12,595 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,761 $276K <0.01% -146 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 2,758 $275K 0.12% -54 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,791 $275K 0.04% +542 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,746 $274K 0.01% -539 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,724 $272K -87 Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,700 $269K 0.05% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,690 $268K <0.01% +194 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,632 $263K 0.09% -1,451 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,620 $261K 0.01% -262 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,617 $261K 0.09% +60 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,609 $260K 0.12% -116 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,604 $260K 0.04% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,592 $259K 0.01% -10 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,589 $258K 0.07% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,580 $257K 0.02% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,570 $256K <0.01% +105 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,532 $253K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,492 $249K <0.01% +664 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,483 $248K 0.01% -116 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,477 $247K 0.01% -12 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,476 $247K 0.01% +75 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,468 $246K 0.01% +2 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,709 $245K 0.01% -67 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,458 $245K 0.01% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,455 $245K 0.01% -266 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,452 $245K 0.01% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,452 $245K 0.05% -252 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,426 $242K 0.01% -9,885 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,423 $242K 0.12% +32 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,413 $241K 0.02% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,411 $241K <0.01% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,435 $240K 0.04% -10,509 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 2,383 $238K 0.01% +465 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,379 $237K <0.01% -32 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,373 $237K 0.03% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,371 $237K <0.01% -696 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,367 $236K 0.01% -166 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,357 $235K <0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,353 $235K 0.02% -123 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,359 $234K 0.01% -1,996 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,333 $233K 0.03% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,315 $231K <0.01% +1 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,311 $231K 0.1% -420 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,299 $229K <0.01% -38 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,263 $226K 0.02% -458 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,252 $225K 0.03% -133 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,242 $224K 0.01% +268 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,242 $224K 0.01% -491 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,237 $223K <0.01% 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,232 $223K 0.01% -277 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,230 $223K 0.03% -731 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,233 $222K 0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,223 $222K 0.01% -997 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,194 $219K 0.03% -941 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,191 $219K 0.07% -4 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,187 $218K 0.07% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,182 $218K 0.05% -36 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,176 $217K 0.01% -241 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,173 $217K 0.01% -203 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,156 $215K <0.01% +120 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,153 $215K <0.01% new 13F-HR Timeline Group LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2,140 $214K 0.05% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,124 $212K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,116 $211K <0.01% +192 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,115 $211K <0.01% new 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,097 $209K 0.04% -181 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,087 $209K 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,077 $207K 0.01% +6 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 2,070 $207K 0.01% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,059 $205K 0.01% -484 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,059 $205K <0.01% -172 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,056 $205K 0.03% +720 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 2,054 $205K 0.18% -60 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,051 $205K -2,594 Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,043 $204K <0.01% -96 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,042 $204K <0.01% -53 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,024 $202K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 2,024 $202K <0.01% +361 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,019 $201K 0.07% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,902 $190K 0.02% -328 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 1,866 $186K 0.05% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,739 $174K <0.01% +1,596 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,690 $173K 0.13% 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,650 $165K 0.15% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,620 $162K <0.01% +610 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,608 $160K <0.01% +6 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,471 $147K 0.02% -345 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,418 $141K 0.1% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,403 $140K <0.01% +548 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,374 $137K 0.01% +98 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,337 $133K 0.01% +67 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,305 $130K 0.02% +445 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,272 $127K 0.06% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,255 $125K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,255 $125K 0.01% +40 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,241 $124K 0.02% +229 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,236 $123K 0.01% -1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,205 $120K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,203 $120K 0.01% -94 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,174 $117K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,142 $116K <0.01% +49 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,145 $114K 0.01% +224 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,135 $113K 0.01% -53 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,132 $113K 0.01% -79 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,103 $110K <0.01% -1,107 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 1,066 $106K 0.13% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,037 $103K 0.01% -5,691 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,020 $102K <0.01% +104 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,013 $101K 0.07% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 957 $95.5K 0.01% +20 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 931 $92.9K 0.01% +53 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 881 $87.9K 0.03% -1,802 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 867 $86.5K 0.01% +58 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 865 $86.3K 0.05% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 861 $85.9K 0.01% -8 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 847 $84.5K 0.01% -64 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 830 $82.9K 0.06% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 792 $79K <0.01% -123 13F-HR/A Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 770 $76.8K 0.06% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 760 $75.8K <0.01% +240 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 741 $74K 0.04% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 726 $72.4K 0.01% -4,288 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 715 $71.3K 0.02% +3 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 699 $69.7K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 696 $69.4K 0.01% +77 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 684 $68.2K 0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 674 $67.3K <0.01% -61 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 652 $65.1K 0.02% -818 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 642 $64.1K 0.04% +45 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 640 $64K <0.01% -657 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 615 $61.4K <0.01% -93 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 597 $60K <0.01% +380 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 595 $59.4K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 579 $56K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 547 $54.6K <0.01% 0 13F-HR Timeline Group Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 534 $53.3K 0.01% -133 13F-HR Timeline CNB Bank More: the full row for CNB Bank 513 $51.2K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 500 $49.9K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 499 $49.8K 0.01% -9 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 499 $49.8K 0.01% +72 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 492 $49.1K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 491 $49K <0.01% 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 473 $47.2K <0.01% -2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 474 $47K 0.02% -44 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 468 $46.7K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 466 $46.5K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 462 $46.1K <0.01% -76 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 455 $45.4K 0.01% +2 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 436 $43.5K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 436 $43.5K 0.01% +420 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 430 $42.9K 0.03% +1 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 420 $41.9K <0.01% +20 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 392 $39.1K <0.01% -20 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 374 $37.3K 0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 369 $36.8K 0.01% -59 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 368 $36.7K <0.01% -20 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 352 $35.1K <0.01% 0 13F-HR Timeline