SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 26,047 $1.41M 0.05% -298 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 25,940 $1.41M 0.69% +295 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,827 $1.4M 0.04% +5,214 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 25,750 $1.4M 0.55% new 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 25,749 $1.4M 0.23% +107 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 25,677 $1.39M 0.38% +2,196 13F-HR/A Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 25,675 $1.39M 0.69% +46 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 25,713 $1.39M <0.01% +1,536 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 25,609 $1.39M 0.11% +522 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 25,541 $1.38M 0.11% +585 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 25,531 $1.38M 0.31% +1,887 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 25,457 $1.38M 0.16% +336 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 25,399 $1.38M 0.31% -541 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 24,877 $1.38M 0.09% -1,165 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 25,238 $1.37M 0.05% -6,766 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 25,219 $1.37M 0.64% 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 25,200 $1.37M 0.18% -100 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 25,188 $1.36M 0.08% -1,820 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 25,164 $1.36M 1.23% +191 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 25,090 $1.36M 0.02% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 25,061 $1.36M 0.12% +162 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 24,943 $1.35M 0.92% +198 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 24,812 $1.34M 0.65% -104 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 24,683 $1.34M 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 24,659 $1.34M 0.08% +426 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 24,591 $1.33M 0.41% -8,046 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 24,510 $1.33M 0.08% +4,893 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 24,389 $1.32M <0.01% -10,146 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 24,335 $1.32M 0.26% +606 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 24,295 $1.32M 0.25% -718 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 24,292 $1.32M 0.16% +208 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 24,271 $1.32M 0.04% -64 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 24,191 $1.31M 0.41% -94 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 24,126 $1.31M 0.1% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 24,036 $1.3M 0.02% -60,947 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 24,005 $1.3M 0.15% +374 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 23,977 $1.3M 0.04% +637 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,840 $1.29M <0.01% +8,462 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 20,764 $1.29M 0.79% -3,147 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 23,709 $1.28M 0.17% +1,172 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 23,638 $1.28M 0.35% -209 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 23,564 $1.28M 0.25% -122 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 23,559 $1.28M 0.12% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 23,450 $1.27M 0.95% +11 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 23,369 $1.27M -4,323 Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 23,199 $1.26M 0.25% +1 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 23,073 $1.25M 0.28% -561 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 23,018 $1.25M 0.13% -169 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 22,933 $1.24M 0.56% +1,903 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 22,920 $1.24M 0.3% +4 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 22,886 $1.24M 0.04% 0 13F-HR Timeline Group Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 22,714 $1.23M 0.37% -402 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 22,645 $1.23M 0.57% -11,320 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 22,580 $1.22M 0.27% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 22,552 $1.22M 0.47% +660 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 22,549 $1.22M 0.04% -383 13F-HR Timeline Friday Financial More: the full row for Friday Financial 22,526 $1.22M 0.51% -13 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 22,489 $1.22M 0.08% +125 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 22,458 $1.22M 0.48% +1,432 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 22,400 $1.21M 0.47% +7,084 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 22,170 $1.21M 0.23% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 22,162 $1.2M 0.05% -1,299 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 22,147 $1.2M 0.02% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 22,003 $1.19M 0.94% +15,789 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 21,914 $1.19M 0.08% +5,269 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 21,815 $1.18M 0.88% -900 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 21,801 $1.18M 0.2% +4,269 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 21,777 $1.18M 0.04% -171 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 21,740 $1.18M 0.29% +427 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 21,708 $1.18M 0.15% -51,154 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 21,511 $1.17M 0.79% -836 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 21,475 $1.16M 0.25% -1,209 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 21,260 $1.15M 0.12% +3,653 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 21,208 $1.15M 0.08% +371 13F-HR Timeline CX Institutional More: the full row for CX Institutional 21,152 $1.15M 0.03% +3,557 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 21,092 $1.14M 0.03% -13,983 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 20,947 $1.13M 0.18% -469 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 20,858 $1.13M 0.16% -1,945 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 20,858 $1.13M 0.48% +3,490 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 20,824 $1.13M 0.14% -18,500 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 20,755 $1.12M 0.05% +792 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 20,745 $1.12M 0.75% +3,601 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 20,626 $1.12M 0.26% -200 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 18,153 $1.12M 0.41% -286 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 20,605 $1.12M 0.28% -601 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 20,599 $1.12M 0.08% +988 13F-HR/A Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 20,539 $1.11M 0.1% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 20,444 $1.11M <0.01% -34,435 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 20,444 $1.11M 0.29% -264 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 20,381 $1.1M 0.09% +7,232 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 20,339 $1.1M 0.14% -1,919 13F-HR/A Timeline Group Busey Bank More: the full row for Busey Bank 20,316 $1.1M 0.03% -394 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 20,281 $1.1M 0.3% -746 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 20,114 $1.09M 0.14% -3,005 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 20,070 $1.09M 0.64% +104 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 19,985 $1.08M <0.01% +11,455 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 19,959 $1.08M 0.81% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 19,858 $1.08M 0.08% -42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 19,839 $1.07M <0.01% +4,152 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 19,832 $1.07M 0.23% -3,219 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 19,766 $1.07M 0.36% +391 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 19,755 $1.07M 0.03% +370 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 19,694 $1.07M 0.19% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 19,646 $1.06M 0.45% +424 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 19,622 $1.06M 0.02% +817 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 19,612 $1.06M 0.01% +81 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 19,563 $1.06M <0.01% -735,837 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 19,547 $1.06M 0.36% -275 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 19,521 $1.06M 0.16% -1,300 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 19,458 $1.05M 0.97% +1,457 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 19,400 $1.05M <0.01% -3,000 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 19,366 $1.05M 0.29% -449 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 19,375 $1.05M 0.19% 0 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 19,260 $1.04M 0.28% -1,659 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 19,212 $1.04M 0.06% -703 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 19,160 $1.04M 0.72% -141 13F-HR/A Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 19,152 $1.04M 0.82% -1,438 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 19,122 $1.04M 0.13% +246 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 19,080 $1.03M 0.62% +3,309 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 19,071 $1.03M 0.24% -1,158 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 18,980 $1.03M 0.36% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 18,963 $1.03M 0.43% +130 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 18,925 $1.03M 0.33% +2,676 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 18,909 $1.02M 1.01% -1,322 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 18,853 $1.02M 0.03% +116 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 18,785 $1.02M 0.12% +263 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 18,649 $1.01M <0.01% -18,915 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 18,629 $1.01M 0.31% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 18,595 $1.01M 0.4% -802 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 18,482 $1M 0.05% +765 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 18,426 $998K 0.14% +932 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 18,425 $998K 0.19% +321 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 18,404 $997K 0.1% +64 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 18,389 $996K 0.31% -1,406 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 18,349 $994K 0.16% -919 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 18,337 $993K 0.62% -116 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 18,330 $993K 0.12% 0 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 18,320 $993K 0.23% -949 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 18,309 $992K 0.86% -2,370 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 18,286 $991K 0.48% -447 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 18,262 $989K 0.7% +3,137 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 18,260 $989K 0.05% +3,882 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 18,249 $989K 0.12% -824 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 18,209 $987K 0.35% -283 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 18,210 $987K 0.46% +74 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 18,170 $984K 0.47% +1,644 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 18,154 $984K 0.23% +1,462 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 18,111 $981K 0.24% -199 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 18,106 $981K 0.07% +1,117 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 17,975 $980K 0.79% -1,825 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 18,061 $979K 0.46% 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 18,054 $978K 0.16% +1,016 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 18,049 $978K 0.52% +1,670 13F-HR Timeline Essex LLC More: the full row for Essex LLC 18,046 $978K 0.18% -840 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 18,027 $977K 0.3% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 17,943 $972K 0.39% -931 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 17,933 $972K 0.73% +603 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 17,900 $970K 0.14% 0 13F-HR Timeline Group CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 17,895 $970K 0.06% new 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 17,786 $970K 0.15% new 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 17,738 $961K 0.62% -23 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 17,475 $961K 0.33% -228 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 17,678 $958K 0.04% +13,092 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 17,659 $957K 0.43% +15,472 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 17,656 $957K 0.14% +994 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 17,544 $951K 0.23% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 17,216 $940K 0.42% -1,165 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 17,328 $939K 0.97% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 17,193 $932K 0.15% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 17,125 $928K 0.58% -300 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 16,929 $917K <0.01% +2,030 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 16,922 $917K 0.3% +5,108 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 16,856 $913K 0.22% -404 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 16,854 $913K 0.06% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 16,841 $912K 0.36% +232 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 16,827 $912K 0.26% +5 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 16,797 $910K 0.07% -463 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 16,757 $908K 0.14% -2,350 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,753 $908K 0.24% -761 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 16,719 $906K 0.1% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 16,696 $905K 0.11% +3 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 16,653 $902K 0.58% -77 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 16,605 $900K 0.21% +17 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 16,330 $885K 0.21% -18 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 16,324 $884K 0.34% -123 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 16,293 $883K 0.06% +7,976 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 16,248 $880K 0.08% -203 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 16,245 $880K 0.04% +2,557 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 16,237 $880K 0.01% -169 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 15,876 $876K 0.08% +7,270 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 16,105 $873K 0.46% +455 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 16,067 $871K 0.02% +1,449 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 16,024 $868K 0.2% +1,633 13F-HR Timeline Prosperity Planning, Inc. 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