BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 4,749 $488K 0.18% +20 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,748 $487K 0.25% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 4,727 $485K 0.07% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,722 $485K 0.14% +300 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 4,721 $485K 0.19% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 4,718 $484K 0.24% -191 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,706 $483K 0.12% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 4,705 $483K 0.11% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,699 $482K 0.06% +214 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,686 $481K 0.34% +44 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,683 $481K 0.03% +313 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 4,682 $481K 0.2% -14 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,680 $480K 0.15% +671 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 4,671 $480K 0.04% -15 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,670 $479K 0.09% +10 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,666 $479K 0.13% -22 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 4,648 $477K 0.07% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 4,642 $477K 0.13% -11 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,697 $475K 0.2% +1,024 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,616 $474K 0.02% +383 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,614 $474K 0.1% -164 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,608 $473K 0.09% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 4,600 $472K 0.1% 0 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 4,593 $472K +2,524 Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,591 $471K 0.09% 0 13F-HR Timeline FSA Advisors, Inc. 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More: the full row for LANARK FINANCIAL, INC. 4,396 $451K 0.03% -9,366 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,395 $451K 0.16% +12 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,395 $451K 0.22% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,392 $451K 0.06% -730 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,392 $451K 0.03% +3 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,391 $451K 0.24% +804 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,387 $450K 0.16% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,386 $450K 0.27% +22 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,376 $449K 0.09% -64 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 4,374 $449K 0.22% -3,489 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 4,374 $449K 0.13% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,370 $449K 0.07% +8 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,363 $448K 0.06% +2 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 4,358 $447K 0.41% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 4,339 $445K 0.39% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 4,337 $445K 0.09% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 4,329 $444K 0.86% +50 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 4,318 $443K 0.34% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,309 $443K 0.04% +281 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 11,830 $443K 0.19% +7,495 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,315 $443K 0.1% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,313 $443K 0.01% -117 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,305 $442K 0.06% +350 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 4,302 $442K 0.29% +88 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,285 $440K 0.23% -620 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 4,269 $438K 0.18% -61 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 4,266 $438K 0.02% 0 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 4,335 $438K 0.02% -2,675 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,260 $437K 0.03% -153 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 4,253 $437K 0.08% +141 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 4,239 $435K 0.26% -196 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,228 $434K 0.03% +550 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,227 $434K 0.04% -29 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,227 $434K 0.08% -268 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,200 $431K 0.25% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,257 $430K 0.11% -11 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,189 $430K 0.05% +55 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,187 $430K 0.06% -649 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,184 $430K 0.2% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,182 $429K 0.16% +3,000 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 4,181 $429K 0.07% +185 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,177 $429K 0.2% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,176 $429K 0.32% -698 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,170 $428K 0.01% +1,120 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,612 $428K 0.09% +103 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,164 $428K 0.02% -638 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,162 $427K 0.13% 0 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 4,155 $427K 0.41% +3 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,142 $425K 0.05% -31 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,141 $425K 0.28% +471 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,138 $425K 0.03% -723 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 4,136 $425K 0.01% +228 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 4,125 $424K 0.04% -75 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,124 $423K 0.02% -37 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,119 $423K 0.19% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 4,114 $422K 0.05% -100 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 4,104 $421K 0.33% -145 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,097 $421K 0.15% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,091 $420K 0.02% +106 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 4,152 $420K 0.02% +445 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 4,085 $419K 0.09% -39 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 4,083 $419K 0.04% +1,026 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,074 $418K 0.05% +465 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 4,070 $418K 0.05% 0 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 4,069 $418K 0.86% new 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 4,059 $417K 0.11% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,045 $415K 0.05% new 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,038 $415K 0.1% -449 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,516 $414K 0.13% -14 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,035 $414K 0.24% +2,090 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,034 $414K 0.02% -1,468 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,029 $414K 0.06% -14,987 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,028 $414K 0.02% -86 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,996 $413K 0.11% +226 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 4,025 $413K 0.09% -200 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 4,021 $413K 0.1% -160 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 4,017 $413K 0.38% -1 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 4,017 $412K 0.18% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,016 $412K 0.21% +35 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,015 $412K 0.2% +48 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,015 $412K 0.07% +1,327 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,012 $412K 0.09% -33 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,970 $411K 0.11% -6,728 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 4,002 $411K 0.06% +502 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,002 $411K 0.03% -75 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,001 $411K 0.08% +863 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 4,000 $411K 0.09% 0 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 4,000 $411K 0.18% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,000 $411K 0.17% -441 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,999 $411K 0.07% -10 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,991 $410K 0.04% -6 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 3,989 $410K 0.32% -124 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,987 $409K 0.1% -42 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,964 $408K 0.06% +136 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,963 $407K 0.07% -806 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,960 $407K 0.13% -2,562 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,956 $406K 0.01% -13,198 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,942 $405K 0.2% 0 13F-HR Timeline Gilbert Capital Group, Inc. 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More: the full row for Stonebrook Private Inc. 3,906 $401K 0.09% -791 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 3,905 $401K 0.13% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,899 $400K 0.14% -58 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,897 $400K 0.04% +799 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,897 $400K 0.09% +623 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,300 $399K 0.04% -535 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,883 $399K 0.04% -45 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 3,799 $399K 0.29% -3,169 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,877 $398K 0.07% +133 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 3,870 $397K 0.07% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,863 $397K 0.16% -764 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,859 $396K 0.02% +205 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,857 $396K 0.04% -96 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,853 $396K 0.04% -700 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,852 $395K 0.04% +16 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,851 $395K 0.17% +3 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,846 $395K 0.04% -628 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,845 $395K 0.28% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,842 $394K 0.04% -66 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,828 $393K 0.06% +78 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 3,827 $393K 0.07% +165 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,818 $392K 0.06% -290 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,815 $392K 0.1% +8 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,807 $391K 0.03% -268 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,802 $390K 0.05% -806 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 3,800 $390K 0.29% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 3,800 $390K 0.27% -450 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 3,790 $389K 0.27% +125 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,790 $389K 0.09% +528 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,778 $388K 0.08% -1,312 13F-HR Timeline Diversified Portfolios, Inc. 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