Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 44,752 $2.41M 0.58% +433 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 44,706 $2.4M 0.13% +4,885 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 44,686 $2.4M 0.13% -540 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 44,213 $2.38M 0.56% -2,887 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 44,203 $2.38M 0.95% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 44,189 $2.38M 0.5% -3,320 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 44,001 $2.37M 1.31% +35,582 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 43,902 $2.36M 1.21% 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 43,901 $2.36M 0.61% -35,606 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 43,418 $2.33M 0.47% -1,325 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 43,363 $2.33M 0.29% +3,541 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 43,329 $2.33M 0.07% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 43,291 $2.33M 0.25% -375 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 43,262 $2.33M 0.04% +3,701 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 43,252 $2.33M 0.02% -34 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 43,229 $2.32M 0.06% +3,462 13F-HR/A Timeline Group BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 43,200 $2.32M 0.34% +610 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 43,064 $2.32M 1.57% -680 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 43,028 $2.31M 0.34% -482 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 42,968 $2.31M 0.52% +9,754 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 42,849 $2.3M 1.1% -1,323 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 42,814 $2.3M 0.08% -3,969 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 42,810 $2.3M 0.14% +14,881 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 42,802 $2.3M 0.14% +26,509 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 42,720 $2.3M 0.17% +15,493 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 42,712 $2.3M 1.3% +3,838 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 42,688 $2.29M 1.31% +493 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 42,661 $2.29M 0.1% +359 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 42,633 $2.29M 0.21% +1,691 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 42,556 $2.29M 0.51% +563 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 42,516 $2.29M 0.16% +12,070 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 42,308 $2.27M 0.04% +8,380 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 42,177 $2.27M 0.3% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 42,063 $2.26M 0.01% +851 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 42,003 $2.26M 1.1% -936 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 41,980 $2.26M 0.01% +2,801 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 41,940 $2.25M 0.1% +2,717 13F-HR Timeline WESCAP Management Group, Inc. 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More: the full row for M Holdings Securities, Inc. 41,149 $2.21M 0.16% new 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 41,037 $2.21M 1.19% +1,718 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 40,922 $2.2M 1.2% -3,678 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 40,836 $2.2M 0.47% +1,019 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 40,815 $2.19M 0.21% +65 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 40,767 $2.19M 0.66% -1,881 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 40,726 $2.19M 0.61% -459 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 40,466 $2.18M 0.37% +946 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 38,181 $2.17M 0.05% -1,062 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 40,278 $2.17M 0.18% -22,141 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 40,274 $2.17M 0.78% -170 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 40,264 $2.16M 0.41% +5,531 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 40,240 $2.16M 1.09% -1,735 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 41,435 $2.16M 1.41% 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 40,144 $2.16M <0.01% +6,305 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 39,999 $2.15M 0.09% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 39,975 $2.15M 0.29% +13,533 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 39,778 $2.14M 0.34% +15 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 39,805 $2.14M 0.25% +275 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 39,730 $2.14M 1.12% +767 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for Three Bearings Fiduciary Advisors, Inc. 36,573 $2.07M 1.93% 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 38,391 $2.06M 1.07% -812 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 38,261 $2.06M 0.23% -3,502 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 38,137 $2.05M 0.03% -64,839 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 38,131 $2.05M 0.06% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 38,105 $2.05M 0.02% -548 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 38,025 $2.04M 0.13% +583 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 38,017 $2.04M 0.5% +528 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 37,980 $2.04M 0.19% -741 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 37,898 $2.04M 0.4% +1,512 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 37,885 $2.04M 0.22% +260 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 37,810 $2.03M 0.09% +11 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 37,700 $2.03M 0.9% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 37,573 $2.02M 0.76% -1,377 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 37,571 $2.02M 0.19% +61 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 37,538 $2.02M 0.66% +883 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 35,943 $2.02M 1.76% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 37,403 $2.01M 0.07% new 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 37,341 $2.01M 1.44% +2,082 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 37,243 $2M 0.04% +1,386 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 37,236 $2M 0.31% +4 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 37,199 $2M 0.19% -4,553 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 37,194 $2M 1.19% -278 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 37,177 $2M 0.2% -1,105 13F-HR Timeline City State Bank More: the full row for City State Bank 37,161 $2M 0.55% -100 13F-HR Timeline Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 37,150 $2M 1.13% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 37,039 $1.99M 0.13% -2,808 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 36,998 $1.99M 1.13% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 36,945 $1.99M 0.99% 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 35,344 $1.98M 0.26% +50 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 36,094 $1.98M 0.66% +1,466 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 36,873 $1.98M 0.39% +4 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 36,426 $1.96M 0.39% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 36,409 $1.96M 1.45% 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 36,377 $1.96M 0.65% -26 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 36,342 $1.95M 0.22% -14,569 13F-HR Timeline Group RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 36,195 $1.95M 0.7% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 36,185 $1.95M 0.02% +7,538 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 36,158 $1.94M 0.41% +4,660 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 36,025 $1.94M 0.18% -8,129 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 36,011 $1.94M 0.81% +1,068 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 35,941 $1.93M 0.13% +4,956 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 35,840 $1.93M 0.83% +388 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 35,785 $1.92M 0.32% -80 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 35,729 $1.92M 0.22% -399 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 35,718 $1.92M 0.3% -3,412 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 35,621 $1.91M 1.07% -20,180 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 35,511 $1.91M 0.05% +2,113 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 34,263 $1.9M 0.24% +333 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 35,177 $1.89M 0.06% -405 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 35,146 $1.89M 0.18% +6,470 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 35,000 $1.88M 0.01% 0 13F-HR Timeline Group Bakala Capital LLC More: the full row for Bakala Capital LLC 34,967 $1.88M 8.89% +876 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 34,966 $1.88M 1.39% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 34,947 $1.88M 0.73% -3,720 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 34,908 $1.88M 1.39% +3,571 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 34,881 $1.88M <0.01% +10,492 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 34,874 $1.87M 0.66% +114 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 34,776 $1.87M 1.23% +800 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 34,776 $1.87M 0.07% +1,574 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 34,765 $1.87M 0.05% +4,191 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 34,734 $1.87M 0.92% -744 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 34,709 $1.87M 0.04% +2,873 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 34,383 $1.85M 0.16% +16,488 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 34,226 $1.84M 0.34% -3,635 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 34,193 $1.84M 1.01% -2,149 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 34,129 $1.83M 0.67% +13,271 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 32,153 $1.83M 0.65% new 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 33,914 $1.82M 0.49% +232 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 33,884 $1.82M 0.91% +7,191 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 33,673 $1.81M 1.23% -378 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 33,624 $1.81M 1.27% -395 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 33,477 $1.8M 0.34% +610 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 33,270 $1.79M 1.63% -169 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 33,058 $1.78M 0.38% -1,836 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 33,007 $1.77M 0.64% -1,394 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 32,915 $1.77M 1% +517 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 32,838 $1.77M 2.45% -19,584 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 32,782 $1.76M 1.34% +593 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 32,651 $1.76M 0.16% +5,105 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 32,520 $1.75M 0.82% -80 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 32,431 $1.74M 0.08% +1,290 13F-HR Timeline Group Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 30,009 $1.74M 0.95% -1,409 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 32,365 $1.74M 1.2% -71 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 32,351 $1.74M 0.04% -51,123 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 32,279 $1.74M 0.27% -147 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 32,204 $1.73M 0.01% +5,072 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 32,101 $1.73M 1.2% +1,732 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 31,934 $1.72M 0.1% +123 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 31,901 $1.71M 0.57% +781 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 31,879 $1.71M 0.01% +424 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 31,873 $1.71M 0.24% -143 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 31,687 $1.7M 1.28% +1,351 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 31,583 $1.7M 1.05% +970 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 31,516 $1.69M 0.51% -1,942 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 31,466 $1.69M 1.37% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 31,460 $1.69M 0.27% +526 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 31,453 $1.69M 0.11% -122 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 31,420 $1.69M 0.8% -1,610 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 31,383 $1.69M 1.42% -1,941 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 31,286 $1.68M 0.88% +102 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 31,171 $1.68M 0.95% -20,735 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 29,162 $1.67M 0.46% +2,545 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 31,055 $1.67M 0.45% -1,919 13F-HR/A Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 31,032 $1.67M 0.84% +1,706 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 29,601 $1.67M 0.45% +236 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 31,000 $1.66M 0.11% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 30,828 $1.66M 0.02% -2,513 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 30,812 $1.66M 0.26% -145 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 30,789 $1.66M 0.02% -5,558 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 30,661 $1.65M 0.6% +1,868 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 30,646 $1.65M 0.32% -2,076 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 30,439 $1.64M 0.12% -761 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 30,365 $1.63M 0.18% +17,787 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 30,339 $1.63M 0.46% +646 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 30,320 $1.63M 0.18% +1,472 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 30,213 $1.62M 0.23% +317 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 30,210 $1.62M 0.16% +120 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 30,073 $1.62M 0.6% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 30,039 $1.61M 0.1% -890 13F-HR Timeline Group Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 30,018 $1.61M 1.39% +10,560 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 29,953 $1.61M 1.43% +4,789 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 29,881 $1.61M 0.08% +382 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 29,857 $1.61M <0.01% 0 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 29,192 $1.6M 1% -4,064 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 28,586 $1.6M 0.54% -297 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 29,756 $1.6M +2,078 Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 29,710 $1.6M 0.07% -26,117 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 29,697 $1.6M 0.04% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 29,694 $1.6M 0.97% -392,272 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 29,589 $1.59M 1.02% -1,020 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 29,554 $1.59M 0.07% +24,145 13F-HR Timeline Group