MASECO LLP More: the full row for MASECO LLP 4,641 $421K 0.01% -180 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,629 $420K 0.02% -54 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,621 $419K 0.25% -280 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 4,621 $419K 0.29% +632 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,605 $418K 0.01% +435 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,599 $417K 0.03% -495 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 4,589 $416K 0.08% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,538 $412K 0.05% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,535 $411K 0.22% +500 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,531 $411K 0.03% +3 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 4,529 $411K 0.25% +14 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,525 $411K 0.01% -575 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,502 $408K 0.12% -14 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,500 $408K 0.05% -292 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 4,498 $408K 0.05% -475 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,487 $407K 0.03% -16,249 13F-HR Timeline Group Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 4,485 $407K 0.06% -26,966 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 4,484 $407K 0.18% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,481 $407K 0.08% +1,012 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 4,478 $406K 0.05% -531 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,476 $406K 0.01% -7,900 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,477 $406K 0.03% -40,102 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,469 $406K 0.1% -253 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,464 $405K 0.03% +28 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,449 $404K 0.06% +1,011 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,435 $402K 0.05% +130 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 4,414 $401K 0.11% -60 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,406 $400K 0.05% -2,514 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,400 $399K 0.03% +517 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 4,394 $399K 0.28% -1,900 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,391 $398K 0.03% -5 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,391 $398K 0.05% +28 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,387 $398K 0.12% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,376 $397K 0.07% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,373 $397K 0.11% -482 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 4,370 $397K 0.15% -35 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 4,358 $395K 0.34% 0 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 4,352 $395K 0.24% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,352 $395K 0.09% -112 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,349 $395K 0.04% -6,767 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 4,329 $393K 0.63% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,330 $393K 0.02% +239 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,328 $393K 0.18% -175 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 4,317 $392K 0.11% -991 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 4,309 $391K 0.18% -276 13F-HR/A Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 4,310 $391K 0.04% -504 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,295 $390K 0.04% +153 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,290 $389K 0.05% new 13F-HR/A Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,269 $387K 0.08% -343 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 4,269 $387K 0.13% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 4,267 $387K 0.1% +2,000 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 4,264 $387K 0.26% -54 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,255 $386K 0.04% +882 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,244 $385K 0.02% -676 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,239 $385K 0.09% -427 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 4,237 $384K 0.15% -1,107 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,237 $384K 0.07% -377 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,763 $383K 0.04% +73 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,215 $383K 0.02% -177 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,208 $382K 0.13% -2,454 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 4,205 $382K 0.05% -2,524 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,200 $381K 0.21% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 4,204 $381K 0.1% +272 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 4,190 $380K 0.2% new 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 4,187 $380K 0.18% -187 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 17,036 $380K 0.07% -13,434 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,183 $380K 0.1% +2,050 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,176 $379K 0.04% -11 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,171 $378K 0.2% 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 4,167 $378K 0.06% -86 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,164 $378K 0.02% -2,104 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,162 $378K 0.1% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 4,157 $377K 0.06% -24 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,153 $377K 0.07% -8,077 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,152 $377K 0.03% -705 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 4,114 $373K 0.04% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,115 $373K 0.01% -9 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,107 $373K 0.06% +199 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,106 $373K 0.52% +1,439 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,098 $372K 0.06% +135 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,097 $372K 0.11% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,095 $372K 0.09% +99 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,090 $371K 0.06% +263 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,088 $371K 0.08% +50 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 4,088 $371K 0.38% +991 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 4,083 $370K 0.03% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,081 $370K 0.17% +1,672 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,016 $370K 0.16% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,870 $369K 0.1% 0 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 4,070 $369K 0.04% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,064 $369K 0.06% -4,129 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,064 $369K 0.07% -1,128 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 4,064 $369K 0.04% -2,514 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 4,059 $368K 0.1% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 4,056 $368K 0.04% -1,000 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 4,049 $367K 0.25% +1,518 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 4,039 $366K 0.06% +387 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 4,037 $366K 0.29% -118 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,550 $366K 0.07% -475 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,031 $366K 0.05% +67 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,025 $365K 0.19% -361 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,021 $365K 0.03% new 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 4,018 $365K 0.3% +1 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 4,015 $364K 0.01% -121 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 3,544 $364K 0.02% -90,727 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 4,010 $364K 0.03% +19 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 4,007 $364K 0.05% new 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 4,010 $363K 0.05% 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 4,000 $363K 0.07% 0 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 4,000 $363K 0.15% 0 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 4,000 $363K 0.07% -1,000 13F-HR/A Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,998 $363K 0.06% +208 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,929 $362K 0.16% -1,123 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 3,980 $361K 0.01% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,975 $361K 0.01% -338 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,978 $361K 0.02% -189,565 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,974 $361K 0.07% -24,800 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 3,973 $361K 0.13% -44 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,967 $360K 0.08% -812 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,960 $359K 0.01% -74 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,960 $359K 0.17% -325 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,953 $359K 0.03% -15,581 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,950 $358K 0.12% +36 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 3,944 $358K 0.05% -4,670 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,944 $358K 0.07% +1,925 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,938 $357K 0.11% +39 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,932 $357K 0.08% -55 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,932 $357K 0.05% +662 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,925 $356K 0.04% +73 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,924 $356K 0.04% +299 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,923 $356K 0.05% -92 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 3,921 $356K 0.02% 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,921 $356K 0.1% -453 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,917 $355K 0.18% -2,474 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 3,914 $355K 0.06% +1,179 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,912 $355K 0.12% +399 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,903 $354K 0.03% +50 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,903 $354K 0.09% -354 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,895 $353K 0.08% +80 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,877 $352K 0.04% -152 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,873 $351K 0.04% +1,375 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,871 $351K 0.02% -357 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,860 $350K 0.1% -820 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 3,400 $349K 0.12% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,878 $349K 0.05% +437 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,845 $349K 0.23% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,840 $348K 0.02% +171 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 3,331 $348K 0.13% -18 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,836 $348K 0.01% -780 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,832 $348K 0.04% -713 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,831 $348K 0.01% -333 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 3,132 $347K 0.07% -310 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 3,824 $347K 0.24% -112 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 3,807 $345K 0.23% +7 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,806 $345K 0.21% -699 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 3,800 $345K 0.24% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,797 $345K 0.05% -80 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,791 $344K 0.01% +1,577 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,791 $344K 0.04% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,788 $344K 0.12% +715 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,784 $343K 0.03% -5,145 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,772 $341K <0.01% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,753 $341K 0.21% -423 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,749 $340K 0.16% -435 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,748 $340K 0.11% -647 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,744 $340K 0.11% -438 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,742 $340K 0.13% -109 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,736 $339K 0.05% -14,655 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,727 $338K 0.02% +107 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,721 $338K 0.02% -2,933 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,715 $337K 0.01% +37 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,714 $337K 0.01% +270 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 3,707 $336K 0.08% +71 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,372 $336K 0.09% -546 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 3,703 $336K 0.1% -35 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,704 $336K 0.02% +386 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 3,697 $335K 0.13% +168 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 3,696 $335K 0.12% +402 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,682 $334K 0.25% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,679 $334K 0.05% +52 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 3,655 $332K 0.06% -215 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,658 $332K 0.09% +128 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,656 $332K 0.17% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,648 $331K 0.02% -1 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,636 $330K 0.11% -128 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,456 $330K 0.04% +266 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 3,632 $330K 0.3% +596 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 3,632 $330K 0.01% -98 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,625 $329K 0.03% +432 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,697 $329K 0.02% -455 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,621 $329K 0.07% 0 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 3,620 $328K 0.03% +1,000 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 3,613 $328K 0.02% +1,435 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,612 $328K 0.04% -216 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,670 $328K 0.03% -630 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,596 $326K 0.04% -9,662 13F-HR/A Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,595 $326K 0.02% +873 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,592 $326K 0.19% -4,090 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,535 $326K 0.08% -435 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,588 $326K 0.03% +532 13F-HR/A Timeline