Csenge Advisory Group More: the full row for Csenge Advisory Group 20,291 $1M 0.05% +249 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 20,160 $995K 0.28% +3,653 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 19,970 $986K 0.17% -275 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 19,966 $986K 0.01% -1,857 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 19,963 $986K 0.02% +2,259 13F-HR Timeline Group SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 19,846 $980K 0.46% -2,588 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 19,832 $979K 0.56% -100 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 19,716 $973K 0.73% -281 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 19,699 $973K 0.04% new 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 19,690 $972K 0.08% -596 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 19,604 $968K 0.02% -323 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 19,504 $963K 0.92% -2,024 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 19,504 $963K 0.61% -12,225 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 19,468 $961K <0.01% -80 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 18,594 $959K 0.03% -1,845 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 19,414 $958K 0.16% +12,116 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 19,305 $953K 0.56% -765 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 19,208 $948K 0.09% +65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 19,197 $948K 0.07% +874 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 19,052 $941K 0.45% +4 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 18,982 $937K 0.94% -340 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 18,952 $936K 0.6% +2,302 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 18,878 $932K 0.27% -3,336 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 18,816 $929K 0.55% -866 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 18,787 $928K 0.01% +2,925 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 18,741 $925K 0.51% -1,320 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 18,734 $925K 0.04% +5,000 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 18,618 $919K 0.01% -5 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 18,605 $919K 0.15% +1,481 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 18,553 $916K 0.04% new 13F-HR Timeline Group Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 18,536 $915K 0.57% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 18,478 $912K 0.02% 0 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 18,457 $911K 1.23% 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 18,422 $909K 0.1% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 18,319 $904K 0.05% -2,272 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 18,285 $903K 0.08% -71 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 18,274 $902K 0.01% 0 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 18,248 $901K 0.04% +3,605 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 17,214 $897K 0.07% -921 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 18,213 $895K 0.14% -2,452 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 18,075 $892K 0.53% +2 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 18,028 $890K 0.2% +281 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 17,996 $888K 0.42% -1,891 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 17,920 $885K 0.1% +6,735 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 17,905 $884K 0.35% -412 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 17,725 $875K 0.58% +500 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 17,636 $871K 0.38% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 17,575 $868K 0.03% -35,704 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 17,493 $864K 0.89% -90 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 17,398 $859K 0.14% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 17,338 $856K 0.2% -30,005 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 17,301 $854K 0.15% +103 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 17,295 $854K 0.65% 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 17,282 $853K 0.03% -1,769 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 17,213 $850K 0.03% +315 13F-HR Timeline Bell Bank More: the full row for Bell Bank 17,088 $844K 0.04% -200 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 17,068 $843K 0.17% -3,778 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 16,981 $838K 0.07% 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 16,978 $838K 0.45% -392 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 16,917 $835K 0.06% -27,669 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 16,909 $835K 0.03% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 16,893 $834K 0.42% +884 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 16,860 $832K 0.38% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 16,819 $830K <0.01% -98,222 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 16,786 $829K 0.05% +85 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 16,779 $828K 0.11% -320 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 16,709 $825K 0.03% -3,452 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 16,699 $824K 0.36% -451 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 16,669 $823K 0.17% +270 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 16,666 $823K 0.42% +2,833 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 16,661 $823K 0.16% -1,054 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16,635 $821K 0.07% -665 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 16,605 $820K 0.02% -310 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 15,733 $819K 0.35% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 16,557 $817K 0.21% -1,549 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 16,539 $817K 0.57% +1,267 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 16,465 $813K 0.06% -1,110 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 16,461 $813K 0.38% 0 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 16,460 $813K 0.03% -700 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 16,376 $808K 0.05% -348 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 16,277 $804K 0.28% -887 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 16,186 $799K <0.01% +3,066 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 16,175 $799K 0.5% -2,046 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 16,153 $797K 0.03% +6,802 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 16,133 $797K 0.25% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 16,135 $797K 0.22% -59 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 16,105 $795K 0.08% -482 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 16,096 $795K 0.13% -60 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 16,067 $793K 0.02% -757 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 15,993 $790K -6,318 Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 15,907 $785K 0.39% -4,539 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,887 $784K 0.04% -206 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 15,872 $784K 0.05% +56 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 15,834 $782K 0.02% +325 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 15,826 $781K 0.04% 0 13F-HR/A Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 15,793 $780K 0.35% +191 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,762 $779K 0.02% -5,227 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 15,760 $778K 0.16% -54 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,753 $778K 0.06% -501 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 15,654 $773K 0.15% +103 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 15,648 $773K 0.59% +769 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 15,632 $772K 0.01% -2,602 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 15,610 $771K 0.09% +1,828 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 15,571 $769K 0.27% -1,488 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 14,824 $768K 0.19% +1,571 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 15,513 $766K 0.15% -2,593 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 15,471 $764K 0.49% -835 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 15,442 $762K 0.43% -2,610 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 15,405 $761K 0.21% +415 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 15,379 $759K 0.06% +25 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 15,350 $758K 0.14% -75 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15,322 $756K 0.01% +123 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 15,320 $756K 0.08% 0 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 15,251 $753K 0.38% +8,716 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 15,161 $748K +8,447 Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 14,103 $747K 0.7% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 15,134 $747K 0.07% +275 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 15,077 $744K 0.06% -8,729 13F-HR/A Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 15,041 $743K 0.04% +11,100 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 15,037 $742K 0.12% -750 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15,027 $742K 0.02% -101,183 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 15,000 $741K 0.01% new 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 15,000 $741K 0.06% -20,500 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 14,975 $739K 0.27% +14,250 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 14,968 $739K 0.81% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 14,922 $737K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 14,910 $736K 0.02% +739 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 14,874 $734K 0.45% -473 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,697 $732K 0.23% +10,621 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 14,745 $728K 0.59% 0 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 13,884 $724K 0.37% +14 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 14,546 $718K 0.09% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 14,345 $708K 0.07% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 14,300 $706K 0.19% -5,421 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 14,300 $706K 0.02% new 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 14,291 $706K 0.01% +428 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 14,274 $705K 0.13% -312 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 14,274 $705K 0.35% -71 13F-HR/A Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 14,256 $704K 0.07% +4,227 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 14,246 $703K <0.01% +29 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 14,185 $700K 0.02% -14,179 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 14,168 $699K 0.01% +3,055 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 14,165 $699K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 14,154 $699K <0.01% +372 13F-HR Timeline Group Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 14,089 $695K 0.59% 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 14,033 $693K 0.5% -2,786 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,023 $692K 0.01% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 14,017 $692K 0.01% -176 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 13,988 $691K 0.22% -194 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,890 $686K 0.02% +3,152 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 13,858 $684K 0.02% -312 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 13,842 $683K 0.32% -400 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 13,757 $679K 0.05% -5,817 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 13,681 $675K 0.09% +1,063 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 13,680 $675K 0.42% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 13,662 $674K 0.05% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 13,634 $673K 0.14% new 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 13,624 $673K 0.38% 0 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 14,030 $671K 0.07% +658 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 13,578 $670K 0.19% +31 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 13,566 $670K 0.01% -4,180 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,560 $669K 0.02% -76 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 13,552 $669K <0.01% -387 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 13,520 $667K +8,885 Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 13,468 $665K 0.19% -6,519 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 13,406 $662K 0.12% -972 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 13,396 $661K 0.22% -606 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 13,388 $661K 0.16% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 13,387 $661K 0.11% +305 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 13,377 $660K 0.3% -24 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 13,327 $660K 0.36% -23,717 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 13,369 $660K 0.02% -16,373 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 13,331 $658K 0.29% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 13,260 $655K 0.04% +7,581 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13,253 $654K 0.03% -972 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 13,219 $653K 0.02% +565 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 13,212 $652K 0.14% +4,075 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 13,190 $651K 0.01% +3,924 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 13,181 $651K 0.6% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 13,147 $649K 0.09% -45 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 13,110 $647K 0.45% +98 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 13,107 $647K 0.16% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 13,056 $645K 0.25% -9,597 13F-HR Timeline Warberg Asset Management LLC More: the full row for Warberg Asset Management LLC 13,000 $642K 0.19% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,987 $641K 0.03% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 12,942 $639K 0.03% +2,322 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 12,933 $639K 0.43% -45 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 12,921 $638K 0.15% -4,860 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 12,921 $638K 0.63% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 12,797 $632K 0.11% -200 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 12,793 $632K 0.06% -221 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 12,778 $631K 0.02% +2,850 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 12,765 $630K 0.36% 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 12,750 $629K 0.13% -363 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 12,726 $628K 0.54% +65 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 12,714 $628K 0.06% -446 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,999 $626K 0.01% +279 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 12,688 $626K 0.05% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 12,674 $626K 0.04% -516 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 12,663 $625K 0.62% +59 13F-HR Timeline