Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 109,209 $36.6M 13.2% -3,108 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 108,792 $36.5M 0.2% +20,580 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 108,525 $36.4M 8.28% +5,077 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 107,913 $36.2M 1.6% +29 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 107,823 $36.1M 0.41% -3,106 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 107,735 $36.1M 2.22% +1,248 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 107,376 $36M 5.14% -4,502 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 107,374 $36M 6.82% +1,864 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 107,020 $35.9M 0.73% +1,648 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 106,707 $35.8M 1.92% +13 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 106,195 $35.6M 4.13% +10,204 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 104,884 $35.2M 0.46% +9,576 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 104,380 $35M 1.12% -4,002 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 103,813 $34.8M 11.62% +1,206 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 103,661 $34.8M 21.7% 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 103,355 $34.7M 25.47% -39,930 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 102,654 $34.4M 3.99% -14,517 13F-HR Timeline Chandler Asset Management, Inc. 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More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 100,428 $33.7M 18.54% +382 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 100,140 $33.6M 18.74% -62 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 99,904 $33.5M 6.83% +1,097 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 99,246 $33.3M 0.55% +32,601 13F-HR/A Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 98,661 $33.1M 1.19% +4,082 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 97,650 $32.7M 0.58% -4,799 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 97,597 $32.7M 11.87% +19,731 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 97,509 $32.7M 2.07% -512 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 96,334 $32.3M 0.64% +19,828 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 95,865 $32.1M 1.66% +1,136 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 95,759 $32.1M 1.18% +974 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 95,575 $32M 0.72% +21,350 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 94,748 $31.8M 4.34% +3,727 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 94,392 $31.6M 0.91% -1,214 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 94,356 $31.6M 0.97% -39,496 13F-HR/A Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 94,142 $31.6M +3,743 Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 94,098 $31.5M 3.49% +1,458 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 92,494 $31.5M 0.72% +565 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 94,012 $31.5M 0.39% +2,176 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 93,968 $31.5M 11.04% +1,340 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 93,891 $31.5M 3.27% +40,498 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 93,827 $31.5M 3.5% +1,293 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 93,710 $31.4M 10.48% +2,610 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 93,448 $31.3M 2.14% +2,736 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 93,385 $31.3M 1.96% +1,622 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 93,095 $31.2M 8.05% -2,138 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 92,175 $30.9M 3.58% -2,191 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 91,664 $30.7M 0.8% +1,996 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 91,077 $30.5M 0.11% +1,352 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 90,787 $30.4M 6.13% +6,516 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 90,206 $30.2M 3.41% -14,282 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 89,999 $30.2M 21.1% -21,384 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 89,787 $30.1M 0.01% +3,730 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 89,650 $30.1M 0.49% +3,703 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 89,637 $30.1M 0.64% +3,045 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 89,147 $29.9M 0.16% +10,095 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 88,325 $29.6M 3.19% -9,989 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 87,795 $29.5M 0.05% -2,665 13F-HR Timeline Group Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 88,046 $29.5M 8.23% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 87,962 $29.5M 0.53% +38,978 13F-HR/A Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 87,617 $29.4M 2.79% +471 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 87,327 $29.3M 1.65% +3,226 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 86,796 $29.1M 23.62% +4,213 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 86,323 $28.9M 4.42% +2,580 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 86,161 $28.9M 20.44% +1,973 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 83,828 $28.7M 0.94% -1,172 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 85,598 $28.7M 5.52% -2,875 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 85,534 $28.7M 0.55% -8,209 13F-HR Timeline Group Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 84,006 $28.6M 25.01% 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 85,361 $28.6M 8.21% -2,510 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 85,063 $28.5M 11.15% -354 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 84,947 $28.5M 4.91% +4,178 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 84,653 $28.4M 10.52% -3,617 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 84,540 $28.3M 0.03% +76,606 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 84,179 $28.2M 7.76% -84 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 83,680 $28.1M 1.19% -435,207 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 83,258 $27.9M 5.41% +2,116 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 83,144 $27.9M 0.47% +20,593 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 82,870 $27.8M 26.07% 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 82,597 $27.7M 24.33% 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 82,190 $27.6M 14.79% +3,903 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 81,346 $27.3M +59,571 Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 81,262 $27.2M 1.91% +22,040 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 81,207 $27.2M 4.23% +1,687 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 81,163 $27.2M 5.71% -307 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 80,845 $27.1M 13.34% 0 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 80,806 $27.1M 14.57% -1,517 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 80,598 $27M 23.84% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 80,576 $27M 0.8% +1,772 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 80,459 $27M 0.48% -8,307 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 80,282 $26.9M 11.29% +1,309 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 79,638 $26.7M 21.99% 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 79,431 $26.6M 4.19% -4,955 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 79,379 $26.6M 1.83% -31,463 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 78,730 $26.4M 5.93% +77,388 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 77,577 $26M 5.52% -81 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 77,046 $25.8M 1.38% +3,081 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 77,036 $25.8M 2.59% -2,220 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 76,302 $25.8M 0.36% +41,851 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 75,944 $25.5M 16.87% -1,697 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 75,916 $25.5M 10.5% +3,107 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 75,905 $25.4M 1.71% -1,945 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 74,199 $25.4M 5.69% -1,029 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 75,278 $25.2M 1.39% -1,775 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 74,936 $25.1M 5.33% +720 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 74,924 $25.1M 4.36% -1,423 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 74,720 $25.1M 1.09% -268 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 73,864 $24.8M 9.06% +3,838 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 73,652 $24.7M 9.41% -2,437 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 73,384 $24.6M 0.02% -29,920 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 73,196 $24.5M 0.85% +55 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 72,864 $24.4M 20.52% 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 71,260 $24.2M 14.55% +1,484 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 72,119 $24.2M 2.43% +1,790 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 71,773 $24.1M 17.72% -1,525 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 71,315 $23.9M 20.23% +4,038 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 71,271 $23.9M 15.95% -619 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 71,131 $23.8M 7.09% -101 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 71,029 $23.8M 9.5% +1,326 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 70,865 $23.8M 0.49% -8,398 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 70,679 $23.7M 22.69% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 94,342 $23.7M 0.57% -26,565 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 70,331 $23.6M +49,154 Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 70,083 $23.5M 3.27% -464 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 69,982 $23.5M 0.19% -353 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 69,850 $23.4M 0.42% +16,066 13F-HR/A Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 69,554 $23.3M 13.22% +1,409 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 69,522 $23.3M 0.57% +814 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 69,310 $23.2M 2.16% -2,942 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 69,000 $23.1M 3.97% +1,827 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 68,920 $23.1M 6.85% -3,354 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 68,714 $23M 0.47% -1,948 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 68,660 $23M 0.04% +59,660 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 68,565 $23M 10.06% +6,892 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 68,282 $22.9M 13.68% 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 68,273 $22.9M 0.84% +7,531 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 68,140 $22.8M 2.99% -7,465 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 67,359 $22.6M 0.55% +52,371 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 67,133 $22.5M 9.44% +380 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 66,560 $22.3M 4.88% -1,532 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 66,436 $22.3M 0.66% -1,026 13F-HR Timeline Group BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 130,722 $22.2M 12.62% +39,387 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 66,149 $22.2M 1.17% +966 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 65,957 $22.1M 18.06% 0 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 65,721 $22M 5.23% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 65,605 $22M 0.72% new 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 65,416 $21.9M 12.45% -723 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 65,366 $21.9M 0.48% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 64,764 $21.7M 0.24% -3,061 13F-HR Timeline Group W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 64,097 $21.5M 12.96% +5,201 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 63,814 $21.4M 4.86% +2 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 63,457 $21.3M 0.43% +3,675 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 63,402 $21.3M 12.88% -3,016 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 63,317 $21.2M 11.57% -847 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 63,192 $21.2M 5.72% +313 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 63,036 $21.1M 6.74% +5,240 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 62,989 $21.1M 8.64% +4,048 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 62,744 $21M 2.62% 0 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 62,738 $21M 15.82% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10,266 $20.8M 1.38% +5,635 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 61,923 $20.8M 0.62% +18,558 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 61,324 $20.7M 0.27% +6,763 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 61,717 $20.7M 0.24% -2,489 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 61,655 $20.7M 0.44% +4,755 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 61,638 $20.7M 0.36% -90,164 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 61,562 $20.6M 1.22% +7,025 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 61,524 $20.6M 0.64% +372 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 61,523 $20.6M 1.89% -1,610 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 61,319 $20.6M 0.32% +2,389 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 60,890 $20.4M 0.62% -91 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 60,755 $20.4M 9.94% +2,410 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 60,748 $20.4M 15.13% 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 60,509 $20.3M 0.04% +36,627 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 60,528 $20.3M 1.03% -3,029 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 60,366 $20.2M -4,065 Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 60,147 $20.2M 12.56% +2,076 13F-HR/A Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 59,859 $20.1M 14.5% -210 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 59,845 $20.1M 3.41% -35 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 59,695 $20M 16.63% 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 59,669 $20M 4.21% +7,565 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 59,140 $20M 1.35% +820 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 59,463 $19.9M 9.31% -1,704 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 59,183 $19.8M 0.96% +37,467 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 59,151 $19.8M 2.21% +1,353 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 58,931 $19.8M 0.31% +216 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 58,869 $19.7M 2.12% +3,678 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 58,818 $19.7M 0.86% +2,398 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 58,772 $19.7M 0.91% +13,556 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 58,644 $19.7M 1.34% +50 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 58,519 $19.6M 7.61% +1 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 58,381 $19.6M 0.47% +5,074 13F-HR Timeline Group Fairway Financial, LLC More: the full row for Fairway Financial, LLC 58,322 $19.6M 14.76% +855 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 66,426 $19.5M 11.66% +5,837 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 58,057 $19.5M 0.25% +36,626 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 57,896 $19.4M 3.11% -580 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 57,706 $19.3M 7.45% +146 13F-HR Timeline