HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,175 $635K 0.15% +414 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 4,168 $634K <0.01% -952 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,163 $633K 0.03% +250 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,156 $632K 0.25% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 4,151 $631K 0.01% -97 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,143 $630K 0.23% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,200 $628K 0.02% +2,800 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,110 $625K 0.08% 0 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 4,085 $621K 0.5% +73 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,085 $621K 0.06% +19 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,062 $617K 0.01% -37 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 4,060 $617K 0.04% -50 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,017 $611K 0.02% +21 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,009 $609K 0.14% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 4,000 $608K 0.31% 0 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 4,000 $608K 0.15% 0 13F-HR/A Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,000 $608K 0.18% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,989 $606K 0.29% -600 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,988 $606K 0.03% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,948 $600K 0.1% -40 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,926 $597K 0.02% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,924 $596K 0.08% -43 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,916 $595K 0.42% +1 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,912 $595K 0.03% -6 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,900 $593K 0.15% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,891 $591K 0.14% +3 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,880 $590K 0.06% -25 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,863 $587K 0.46% +150 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,861 $587K 0.04% -15 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,839 $584K 0.14% +52 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,977 $584K 0.02% +250 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,830 $582K 0.02% -355 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,828 $582K 0.08% +574 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,816 $580K 0.17% +38 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,801 $578K 0.02% -13 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,779 $574K 0.21% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,765 $572K 0.02% +421 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,750 $570K 0.01% +524 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,739 $568K 0.04% -227 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,727 $567K 0.07% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,712 $564K 0.01% +141 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 3,702 $563K -130 Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,700 $562K 0.03% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,699 $562K 0.02% -18 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,698 $562K 0.04% -201 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,695 $562K <0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,687 $560K 0.02% -115 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,674 $558K 0.29% -88 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,669 $558K 0.06% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,658 $556K 0.01% +846 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,655 $556K 0.01% +124 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,651 $555K 0.17% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,714 $555K 0.01% -65 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,607 $553K 0.1% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,629 $552K 0.01% +1,326 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,623 $551K <0.01% +351 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,608 $548K 0.02% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,586 $545K 0.04% -309 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,576 $543K 0.01% +1,484 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,569 $543K 0.03% -187 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,531 $537K 0.03% +1,934 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,527 $536K <0.01% +76 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,516 $534K 0.01% -5,762 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,446 $528K 0.02% -67 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,473 $528K 0.32% +1,524 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,466 $527K 0.33% 0 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 1,308 $521K +1,301 Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,429 $521K 0.08% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,352 $516K 0.01% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,386 $515K 0.16% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,376 $513K 0.01% -88 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,366 $512K 0.01% +1,007 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,357 $510K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,357 $510K 0.04% +833 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,351 $509K 0.04% -40 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,343 $508K 0.03% -124 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,320 $505K 0.03% -43 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,300 $502K 0.16% -500 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,288 $500K 0.11% -72 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,285 $499K 0.04% +50 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,278 $498K 0.03% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,276 $498K 0.05% +233 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,274 $498K 0.02% +7 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,268 $497K 0.02% +1,548 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,266 $496K 0.01% +416 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,245 $493K 0.08% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,229 $491K 0.13% -1 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,228 $491K 0.04% +7 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,223 $490K 0.1% +18 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,219 $489K 0.01% -4,516 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,219 $489K 0.08% -3,111 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,219 $489K 0.03% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,197 $486K 0.01% +71 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,194 $485K 0.1% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,191 $485K 0.01% +604 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,190 $485K 0.03% -325 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,186 $484K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,167 $481K 0.01% +275 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,167 $481K 0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,159 $480K 0.03% +31 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,120 $474K 0.07% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,089 $469K -684 Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,084 $469K 0.13% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,076 $468K 0.01% -187 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,070 $467K 0.06% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,052 $464K 0.01% +118 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,048 $463K 0.04% +5 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,039 $462K <0.01% +735 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,035 $461K 0.02% -25 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 2,993 $455K 0.06% -48 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 2,985 $454K 0.18% -20 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,965 $451K 0.04% -1,039 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,962 $450K 0.02% +643 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,958 $450K 0.07% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,184 $449K 0.01% +254 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,951 $449K 0.01% +171 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,918 $444K 0.02% +2 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,918 $444K 0.03% -77 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,918 $444K 0.03% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,913 $443K 0.05% +3 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,911 $442K 0.19% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,907 $442K 0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,886 $439K 0.01% +224 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,871 $436K 0.08% +284 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,880 $436K 0.05% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,863 $435K 0.08% -114 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,860 $435K 0.07% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,860 $435K 0.1% +586 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 2,859 $435K 0.01% +353 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,848 $433K 0.01% +1,424 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,842 $432K 0.07% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,836 $431K 0.03% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,824 $429K 0.01% -111 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,782 $423K 0.01% -80 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,781 $423K 0.01% new 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 2,777 $422K 0.25% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,768 $421K 0.06% -596 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,750 $418K 0.02% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,736 $416K 0.01% 0 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,735 $416K 0.05% +20 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,733 $415K 0.02% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,711 $412K 0.01% -182 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,709 $412K 0.01% -584 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,705 $411K 0.07% -1,490 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,701 $411K 0.06% -50 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,703 $411K 0.17% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,658 $404K 0.02% -40 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,655 $404K 0.03% +6 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,651 $403K 0.03% +2,604 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,638 $401K 0.02% -13 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 2,630 $400K 0.17% +7 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,619 $398K 0.03% +106 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,618 $398K 0.01% +116 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,601 $395K <0.01% +16 13F-HR Timeline Group LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,577 $392K 0.04% -3,210 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,575 $391K <0.01% +1,000 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,527 $389K 0.01% -1,639 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,554 $388K 0.05% +154 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,544 $387K 0.04% -35 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,537 $386K 0.07% -3,873 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,624 $384K 0.01% -412 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,525 $384K 0.01% +219 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,524 $384K 0.15% +152 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 2,522 $383K 0.21% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,519 $383K 0.1% +8 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,518 $383K 0.09% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,516 $382K 0.19% -62 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,644 $382K 0.01% +12 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,511 $382K 0.04% +1 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,509 $381K 0.07% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,504 $381K 0.04% -4 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,502 $380K 0.03% -11 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,481 $377K 0.01% -14 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,480 $377K 0.02% -5 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,473 $376K 0.04% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,471 $376K 0.08% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,469 $375K 0.01% -28 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,468 $375K 0.02% +75 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,460 $374K 0.13% -367 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,457 $373K 0.02% +230 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,457 $373K 0.04% +655 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,448 $372K 0.04% 0 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,447 $372K 0.03% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,445 $372K 0.22% +78 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,440 $371K 0.05% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,440 $371K 0.25% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,438 $371K 0.01% +136 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,359 $370K 0.02% -723 13F-HR Timeline Group Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,421 $369K 0.04% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,423 $368K 0.11% +14 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 2,422 $368K 0.07% -7,238 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,561 $367K 0.03% +97 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,412 $367K 0.08% -609 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,410 $366K 0.01% +367 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 2,408 $366K 0.16% 0 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,400 $365K 0.06% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,368 $360K 0.03% +34 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,361 $359K 0.09% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,387 $359K 0.03% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,357 $358K 0.12% -6 13F-HR Timeline