Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 34,882 $10.1M 4.84% +4,104 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 34,772 $10.1M 0.9% -1,538 13F-HR Timeline Group Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 33,255 $10M 6.15% -544 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 34,259 $10M 2.81% +666 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 34,368 $9.97M 0.77% -639 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 34,246 $9.94M 2.41% -169 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 34,089 $9.89M 3.86% -720 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 34,015 $9.87M 1.29% -12,282 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 33,944 $9.85M 0.31% -1,108 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 33,727 $9.79M 5.74% +361 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 33,671 $9.77M 1.01% -1,153 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 39,544 $9.73M 5.81% +7,389 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 33,511 $9.73M 2.43% +55 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 33,385 $9.69M 0.17% +23,720 13F-HR/A Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 33,345 $9.68M 0.86% +59 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 33,295 $9.66M 1.32% -400 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 32,957 $9.65M 3.67% +18,003 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 33,222 $9.64M 0.17% +119 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 33,217 $9.64M 0.68% +604 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 33,168 $9.63M 2.49% 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 33,084 $9.6M 6.77% -42 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 33,080 $9.6M 2.64% +942 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 32,945 $9.56M 1.14% 0 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 32,514 $9.44M 2.37% +1,146 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 32,476 $9.43M 2.7% +1,634 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 32,446 $9.42M 3.33% -2,187 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 31,987 $9.28M 7.54% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 31,980 $9.28M 0.82% +1,004 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 31,925 $9.27M 5.34% 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 31,906 $9.26M 7.89% +493 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 31,801 $9.23M 0.68% -1,674 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 31,629 $9.18M 0.03% -1,219 13F-HR Timeline Group Adelphi Trust Co More: the full row for Adelphi Trust Co 31,616 $9.18M 7.49% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 31,597 $9.17M 1.03% -497 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 31,456 $9.13M 0.6% +1,036 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 31,443 $9.12M 3.17% +455 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 31,435 $9.12M 2.22% +8,283 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 31,380 $9.11M 0.51% +722 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 31,342 $9.1M 0.93% -558 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 31,329 $9.09M 0.15% +152 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 31,225 $9.06M 0.98% -7,930 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 30,541 $9.06M 3.15% 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 31,191 $9.05M 0.36% +2,139 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 30,927 $9.02M +17,085 Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 30,840 $8.95M 3.69% +254 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 30,765 $8.93M 0.07% +1,785 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 30,604 $8.88M 0.72% +25,033 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 30,470 $8.84M 1.11% +25,007 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 30,210 $8.77M 3.75% +2,252 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 30,193 $8.76M 0.95% -897 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 30,141 $8.75M 0.98% +5,495 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 30,000 $8.71M 0.07% +1,672 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 29,876 $8.67M 4.62% +165 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 29,866 $8.67M 5.9% -180 13F-HR Timeline Select Equity Group, L.P. More: the full row for Select Equity Group, L.P. 29,726 $8.63M 0.04% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 28,720 $8.61M 0.79% -623 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 29,581 $8.58M 2.55% +5 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 29,538 $8.57M 0.36% -1,368 13F-HR Timeline Legend Financial Advisors, Inc. 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More: the full row for FIDUCIARY ADVISORS, INC. 28,622 $8.31M 6.32% +1,095 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 28,441 $8.25M 1.69% +234 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 28,410 $8.25M 1.64% -5 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 28,389 $8.24M 4.35% +1,980 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 27,920 $8.13M 2.01% 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 27,771 $8.06M 1.79% -3,320 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 27,602 $8.01M 2.5% +4,258 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 27,345 $7.94M 1.6% -303 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 27,340 $7.93M 6.17% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 27,208 $7.93M 0.22% +560 13F-HR Timeline Ellevest, Inc. 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More: the full row for NewCorp Financial Services, Inc. 26,780 $7.77M 6.88% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 31,301 $7.77M 0.17% +273 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 26,495 $7.69M 7.07% 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 26,301 $7.63M 1.49% -589 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 26,293 $7.63M 0.05% +3,641 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 26,058 $7.56M 0.25% -183 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 25,997 $7.54M +3,948 Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 25,944 $7.53M 2.5% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 25,782 $7.48M 0.09% -512 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 25,771 $7.48M 1.91% 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 25,770 $7.48M 7.14% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 25,558 $7.47M 0.42% -98 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 25,685 $7.45M 5.17% +195 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 25,585 $7.43M 0.36% -1,025 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 25,430 $7.38M 5.25% +1,590 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 25,159 $7.37M 0.1% +18,795 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 25,360 $7.36M 1.57% +4,286 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 25,281 $7.34M 0.68% +736 13F-HR Timeline Group ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 25,169 $7.3M 3.4% +5,720 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 25,136 $7.29M 0.4% +449 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 25,090 $7.28M 1.04% +11,986 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 25,068 $7.28M 2.06% -283 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 25,057 $7.27M 4.96% -3,918 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 24,643 $7.15M 0.08% +3,462 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 24,615 $7.14M 2.06% -1,076 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 24,416 $7.09M 0.88% -3,498 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 24,413 $7.09M 0.15% -741 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 24,413 $7.09M 0.34% +5,553 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 24,331 $7.06M 3.74% 13F-HR/A Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 24,211 $7.03M 0.98% -208 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 24,177 $7.02M 0.31% -1,198 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 24,090 $6.99M 2.23% +4,790 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 24,073 $6.99M 0.75% +1,567 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 24,020 $6.97M 0.1% +812 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 24,007 $6.97M 0.23% +8,692 13F-HR Timeline Group IFS Advisors, LLC More: the full row for IFS Advisors, LLC 23,815 $6.91M 3.59% +10,377 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 23,808 $6.91M 0.32% +498 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 23,661 $6.87M 1.64% -6,334 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 23,649 $6.86M 0.82% +741 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 23,463 $6.81M 3.59% 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 23,400 $6.79M 0.93% -52 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 23,306 $6.76M 0.69% -1,391 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 23,287 $6.76M 4.11% -672 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 23,199 $6.73M 3.97% +164 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 23,111 $6.71M 1.45% +1,143 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 23,104 $6.71M 7.44% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 23,093 $6.7M 0.93% -188 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 23,081 $6.7M 2.48% +654 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 23,058 $6.69M 1.05% +30 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 23,044 $6.69M 0.36% +1,613 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 23,000 $6.68M 2.65% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 22,889 $6.64M 0.35% +7,269 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 22,524 $6.54M 0.51% +9,667 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 22,469 $6.52M 0.52% -74 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 22,275 $6.52M 3.64% -5,658 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 22,096 $6.41M 0.64% -493 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 21,784 $6.32M 0.91% +3,486 13F-HR/A Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 21,774 $6.32M 0.03% -503 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 21,622 $6.28M 0.2% +831 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 21,472 $6.23M 0.07% -1,111 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 21,377 $6.2M 3.04% -533 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,375 $6.2M 0.11% -411 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 21,250 $6.17M 1.36% +9,655 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 21,246 $6.17M 1.4% -225 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 21,061 $6.11M 0.46% +1,943 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 20,958 $6.08M 0.28% +872 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 20,944 $6.08M 4.21% -6,101 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 20,883 $6.06M 0.03% +5,002 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 20,680 $6M 0.18% +1,064 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 20,575 $5.97M 4.02% +25 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 20,450 $5.93M 2.89% 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 20,412 $5.92M 0.93% +1,766 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 20,393 $5.92M 0.32% +173 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20,382 $5.92M 1.41% -172 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 20,256 $5.88M 2.18% 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 20,189 $5.86M 0.2% +20 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 20,177 $5.86M 0.06% +398 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 20,156 $5.85M 2.31% +18 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 20,137 $5.84M 2.93% +78 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 20,133 $5.84M 0.02% +5,671 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 20,110 $5.84M 0.48% -551 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 20,042 $5.82M 1.22% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 19,272 $5.8M 2.26% 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 19,904 $5.78M 2.42% +1,940 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 19,892 $5.77M 1.09% +9,340 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 19,755 $5.73M 1.55% -3,092 13F-HR/A Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 19,710 $5.72M 4.77% +991 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 19,669 $5.71M 0.93% +311 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 19,585 $5.68M 1.82% +375 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 19,541 $5.67M 2.14% +1,486 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 19,410 $5.63M 1.39% -558 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 19,225 $5.58M 2.09% +673 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 19,119 $5.55M 0.21% -268 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 19,094 $5.54M 2.03% +133 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 19,094 $5.54M 0.75% +3,364 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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