Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 40,902 $2.03M 0.7% +4,027 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 40,898 $2.02M 0.05% +2,028 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 40,823 $2.02M 0.36% -3,753 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 40,822 $2.02M 0.47% -551 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 40,756 $2.02M 0.05% 0 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 40,720 $2.01M 1.66% -4,421 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 40,702 $2.01M 0.95% -284 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 40,546 $2.01M 1.05% -484 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 44,303 $2.01M 0.16% -241 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 40,492 $2M 0.2% +363 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 40,193 $1.99M 0.34% +21,785 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 40,138 $1.99M 0.65% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 40,086 $1.98M 0.68% -5,217 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 39,904 $1.97M 0.21% -647 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 39,881 $1.97M 0.79% +13,500 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 39,878 $1.97M 0.26% -3,563 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 39,706 $1.96M 0.34% +1,982 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 39,626 $1.96M 0.26% -3,211 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 39,477 $1.95M 0.04% -121 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 37,996 $1.95M 0.06% +757 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 39,324 $1.94M 0.25% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 39,215 $1.94M 0.01% 0 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 39,203 $1.94M 1.11% -326 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 39,182 $1.94M 0.36% -286 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 39,148 $1.94M 0.51% +65 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 39,018 $1.93M 0.62% -2,690 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 38,807 $1.92M 0.23% +292 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 38,511 $1.9M 0.31% -283 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 38,350 $1.89M 0.05% -719 13F-HR/A Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 38,220 $1.89M 0.42% +8,553 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 37,906 $1.87M 0.31% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 37,859 $1.87M 0.09% -98 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 37,827 $1.87M 1.32% -1,238 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 37,807 $1.87M 0.24% -30,050 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 37,807 $1.87M 0.36% -176 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 37,774 $1.87M 0.38% +183 13F-HR Timeline City State Bank More: the full row for City State Bank 37,721 $1.87M 0.58% -86 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 37,700 $1.86M 0.88% -100,000 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 37,688 $1.86M 0.18% +1,390 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 37,632 $1.86M 1.02% +5,930 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 37,564 $1.86M <0.01% +18,478 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 37,514 $1.86M 0.61% -7,774 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 37,494 $1.85M <0.01% +9,178 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 37,480 $1.85M 0.11% +7,837 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 37,419 $1.85M 0.69% +2,327 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 37,369 $1.85M 0.14% +5 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 36,998 $1.83M 1.07% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 36,877 $1.82M 1.08% +8,335 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 36,741 $1.82M 0.02% -707 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 36,727 $1.82M 0.02% new 13F-HR Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 36,616 $1.81M 1.12% -2,206 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 36,593 $1.81M 0.5% -959 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 36,542 $1.81M 0.45% -540 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 36,342 $1.8M 0.26% -1,253 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 36,426 $1.8M 0.43% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 36,364 $1.8M 0.99% -10,495 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 36,354 $1.8M 0.24% +1,699 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 36,195 $1.79M 0.68% +22 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 36,111 $1.79M 0.07% 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 36,048 $1.78M 0.64% -2,132 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 36,037 $1.78M 0.08% +3,905 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 35,981 $1.78M 1.47% +2,432 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 35,949 $1.78M 0.06% -2,535 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 35,781 $1.77M 0.12% +4,007 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 35,740 $1.77M 0.32% +2,475 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 34,775 $1.76M 0.35% -13,770 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 35,631 $1.76M 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 35,569 $1.76M 0.04% -4,060 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 35,378 $1.75M 0.28% -9,944 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 35,339 $1.75M 0.85% -15,923 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 35,313 $1.75M 0.76% +162 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 35,262 $1.74M 0.06% +780 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 35,203 $1.74M 0.06% +9,339 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 35,075 $1.73M 0.04% new 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 34,761 $1.72M 1.51% +98 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 34,720 $1.72M 0.35% -346 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 34,715 $1.72M 0.08% -6,147 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 34,640 $1.71M 0.38% +26,660 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 34,623 $1.71M 0.63% +2,754 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 34,535 $1.71M <0.01% -23,141 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 34,401 $1.7M <0.01% +892 13F-HR Timeline Group Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 34,376 $1.7M 1.19% -1,300 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 34,281 $1.7M 1.3% +3,690 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 34,118 $1.69M 1.24% +473 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 34,088 $1.69M 0.04% +4,892 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 33,965 $1.68M 0.84% -3,740 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 33,952 $1.68M 0.14% -1,748 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 33,916 $1.68M 9.63% -3,744 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 33,682 $1.67M 0.6% -5,933 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 33,801 $1.67M 0.33% -2,256 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 33,597 $1.66M 0.22% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 33,506 $1.66M 0.62% -1,031 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 33,357 $1.66M 1.07% +11,747 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 33,394 $1.65M 1.5% -1,070 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 33,355 $1.65M 0.03% -3,858 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 33,237 $1.64M 0.56% +2,617 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 33,151 $1.64M 1.66% -346 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 33,093 $1.64M 0.76% +2,734 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 33,030 $1.63M 0.89% +12,130 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 32,979 $1.63M 1.24% -574 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 32,951 $1.63M 1.08% -1,315 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 32,891 $1.63M 0.76% +50 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 32,803 $1.62M 0.93% -1,127 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 32,734 $1.62M 0.43% -252 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 32,725 $1.62M 0.09% +864 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 32,696 $1.62M 1.37% +1,508 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 32,637 $1.61M 0.56% -8,840 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 32,481 $1.61M 0.24% +2,347 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 32,286 $1.6M 0.29% +6,025 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 32,158 $1.59M 0.5% -1,692 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 32,148 $1.59M 0.78% -553 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 32,124 $1.59M 0.01% -3,391 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 32,008 $1.58M 2.32% -208 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 31,423 $1.58M 0.27% -536 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 32,004 $1.58M 0.06% -620 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 31,885 $1.58M 0.02% -62,190 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 31,560 $1.56M 0.08% -608 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 31,550 $1.56M 0.04% +1,491 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 31,517 $1.56M 1.46% 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 31,461 $1.56M 1.06% -4,736 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 31,365 $1.55M 0.75% -302 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 31,171 $1.54M 0.96% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 30,985 $1.53M 0.12% -1,553 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 31,961 $1.53M 0.14% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 31,000 $1.53M 0.11% 0 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 30,750 $1.52M 0.09% -1,923 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 30,736 $1.52M 0.06% +2,390 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 30,686 $1.52M 0.28% +1,743 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 30,411 $1.5M 0.15% -127 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 30,204 $1.49M 0.04% +8,262 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 30,165 $1.49M 0.44% -636 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 30,117 $1.49M 0.11% -610 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 30,073 $1.49M 0.63% -5,096 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 29,907 $1.48M 0.3% -263 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 29,890 $1.48M 0.55% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 29,771 $1.47M 0.34% -1,495 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 29,739 $1.47M 0.09% -1,421 13F-HR Timeline Group Gainplan LLC More: the full row for Gainplan LLC 29,683 $1.47M 0.67% -28,570 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 29,674 $1.47M 0.2% -3,064 13F-HR Timeline Group INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 29,607 $1.46M 0.77% -10,112 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 29,562 $1.46M 0.27% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 29,410 $1.45M 0.04% -328 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 29,392 $1.45M 0.17% +2,395 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 28,334 $1.45M 0.53% +1,749 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 29,224 $1.45M 0.26% +664 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 29,336 $1.45M 0.43% +818 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 29,336 $1.45M 0.07% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 29,288 $1.45M 0.16% new 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 29,274 $1.45M 1.26% +1,705 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 29,209 $1.44M 1.06% -216 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 29,162 $1.44M 0.27% -508 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 28,954 $1.43M 1.52% +424 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 28,901 $1.43M 0.77% +22 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 28,858 $1.43M 0.27% +23,410 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 28,824 $1.43M 0.11% +3,493 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 28,784 $1.42M 0.05% +1,437 13F-HR Timeline Group Kendall Capital Management More: the full row for Kendall Capital Management 28,766 $1.42M 0.38% -786 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 28,751 $1.42M 0.08% -3,696 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 28,707 $1.42M 0.15% +5,440 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 28,687 $1.42M 1.21% +76 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 28,393 $1.4M 0.59% -480 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 28,362 $1.4M 0.04% +82 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 28,293 $1.4M 0.27% +3,598 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 28,277 $1.4M 0.01% -15 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 28,233 $1.4M 0.39% +687 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 28,225 $1.4M 0.81% -917 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 28,156 $1.39M 0.13% +440 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 28,145 $1.39M 0.01% +1,657 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 28,134 $1.39M 0.17% -211 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 28,100 $1.39M 0.02% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 28,021 $1.39M 0.14% +313 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 28,009 $1.39M 0.15% -819 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 27,983 $1.38M 0.38% +939 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 27,972 $1.38M 0.34% +3,028 13F-HR Timeline SECURITY BENEFIT LIFE INSURANCE CO /KS/ in group SECURITY BENEFIT LIFE INSURAN… More: the full row for SECURITY BENEFIT LIFE INSURANCE CO /KS/ 27,800 $1.37M 0.65% 0 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 27,785 $1.37M 0.21% +21,930 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 27,771 $1.37M 0.09% +14,919 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 27,712 $1.37M 0.14% -511 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 27,692 $1.37M +6,366 Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 27,615 $1.37M +1,109 Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 27,545 $1.36M 0.16% -742 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 27,538 $1.36M 0.16% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 27,516 $1.36M 0.1% +7,177 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 27,293 $1.35M 1.36% -4,446 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 27,291 $1.35M 0.12% -88 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 27,283 $1.35M 0.1% +1,695 13F-HR Timeline Conservest Capital Advisors, Inc. 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