ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,455 $659K 0.03% -1 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,453 $658K 0.14% -65 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,445 $656K 0.04% -56 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,444 $656K 0.19% -234 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,428 $651K 0.49% -4 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,428 $651K 0.19% -1 13F-HR Timeline Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 2,424 $650K 0.05% -700 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 2,420 $649K 0.18% -270 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,417 $649K 0.2% +133 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,417 $648K 0.1% -422 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,416 $648K 0.08% +515 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,411 $647K 0.04% -921 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,409 $646K 0.1% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,406 $645K 0.02% -97 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,395 $643K 0.09% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,391 $642K 0.27% +59 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,390 $641K 0.04% +149 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,388 $641K 0.01% -1,038 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,374 $637K 0.21% -25 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,368 $635K 0.23% -900 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,259 $634K 0.04% +271 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,363 $634K 0.02% +512 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,362 $634K 0.32% +53 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,360 $633K 0.07% +50 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,357 $632K 0.15% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,353 $631K 0.02% +75 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,318 $622K 0.07% 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,315 $621K 0.03% 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,313 $621K 0.12% -4 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,305 $621K 0.11% +828 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,299 $617K 0.03% +345 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,297 $616K 0.07% +10 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,233 $616K 0.09% +715 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,294 $615K 0.22% -22 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,292 $615K 0.18% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,278 $611K 0.4% +672 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,274 $610K 0.02% -102 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,262 $607K 0.41% -441 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,260 $606K 0.14% +167 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,259 $606K 0.07% +60 13F-HR Timeline InvesTrust More: the full row for InvesTrust 2,257 $606K 0.23% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,249 $603K 0.08% -52 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,245 $602K 0.08% +282 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,231 $599K 0.06% +288 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,231 $599K 0.28% -111 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,226 $597K 0.28% -69 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,222 $596K 0.34% new 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,214 $594K 0.08% -878 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,212 $594K 0.08% +573 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,210 $593K 0.02% +1 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,207 $592K 0.11% -124 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 2,194 $589K 0.51% +320 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,185 $586K 0.15% +50 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,179 $585K 0.06% +1,164 13F-HR/A Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,178 $584K 0.12% 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,148 $576K 0.35% -81 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,143 $575K 0.01% +1,082 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,132 $572K <0.01% -846 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,132 $572K 0.05% +1,000 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,125 $570K 0.02% -5,920 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,123 $570K 0.06% -228 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,118 $568K 0.06% +691 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,115 $568K 0.01% -523 13F-HR Timeline Group RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 2,115 $567K 0.01% -1,864 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,115 $567K 0.35% +28 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,106 $565K 0.03% +237 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,094 $562K 0.02% -32 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,088 $560K 0.1% -14 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,083 $559K 0.4% +1,256 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,075 $557K 0.03% +220 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,074 $556K 0.12% +199 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,071 $556K 0.04% -47 13F-HR Timeline Group Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 2,066 $554K 0.43% -856 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,064 $554K 0.13% +28 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,064 $554K 0.19% +109 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 2,063 $554K 0.48% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,060 $553K 0.3% +1,403 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,060 $553K 0.01% -904 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 2,059 $552K 0.03% -425 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,059 $552K 0.31% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,058 $552K 0.02% +36 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,058 $552K 0.3% +55 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,053 $551K <0.01% -194 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,051 $550K 0.08% +226 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,048 $550K 0.13% -1,359 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,048 $549K 0.1% -136 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,044 $548K 0.17% +562 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,035 $546K 0.23% +203 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,021 $542K 0.08% +1,131 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,021 $542K 0.03% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,012 $540K 0.04% +396 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 2,006 $538K 0.22% -2,767 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,000 $537K 0.4% -11 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,000 $537K 0.09% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,031 $536K 0.29% +30 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,998 $536K 0.09% +74 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,994 $535K 0.37% -130 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 1,981 $531K 0.43% -60 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,965 $527K 0.03% -220 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,960 $526K 0.02% -895 13F-HR/A Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,956 $525K 0.03% -98 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,944 $522K 0.04% +613 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,943 $521K 0.01% +4 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,940 $521K 0.12% -1 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,935 $519K 0.24% -150 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,934 $519K 0.03% +697 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,933 $519K 0.06% -703 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 1,928 $517K 0.05% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,922 $516K 0.03% +902 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,914 $514K 0.06% 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,912 $513K 0.01% -299 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,902 $510K 0.03% -135 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,114 $509K 0.22% +438 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,892 $508K 0.17% -212 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,892 $508K 0.19% +671 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,892 $507K 0.03% +121 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,877 $504K 0.03% +192 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,874 $503K 0.18% +1,033 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 1,871 $502K 0.06% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,868 $501K 0.1% -40 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,865 $500K 0.09% +369 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,858 $498K 0.13% -170 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,843 $494K 0.3% +94 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,840 $494K 0.12% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,837 $493K 0.21% -179 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,835 $492K 0.4% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,834 $492K 0.41% +572 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,833 $492K 0.05% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,828 $490K <0.01% -976 13F-HR Timeline Group Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 1,824 $489K 0.17% 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,815 $487K 0.06% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,814 $487K 0.04% +307 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,811 $486K 0.09% -1,081 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,808 $485K 0.03% -7 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,808 $485K 0.03% new 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 1,804 $484K 0.14% +86 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,793 $481K 0.06% +385 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,781 $478K 0.01% +166 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,780 $478K 0.18% -347 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,778 $477K 0.11% +885 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,776 $477K 0.08% +418 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,767 $474K 0.05% -94 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,996 $474K 0.03% -44 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,766 $474K 0.01% -340 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,761 $472K 0.23% +60 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,755 $471K 0.33% -269 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,748 $469K 0.03% -199 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,748 $469K 0.02% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,747 $469K 0.02% +48 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,733 $469K 0.01% +173 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 1,744 $468K 0.16% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,738 $466K 0.23% +93 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,725 $463K 0.05% 0 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 1,724 $463K 0.5% 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,708 $458K 0.23% 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 1,703 $457K 0.46% 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,700 $456K 0.03% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,695 $455K 0.07% +112 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,689 $453K 0.17% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,689 $453K 0.14% 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,688 $453K 0.01% +593 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 1,682 $451K 0.11% -81 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,672 $449K 0.04% +84 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,672 $449K 0.15% +561 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,660 $445K 0.1% -65 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,657 $444K 0.02% +166 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,653 $444K 0.03% -109 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,652 $443K 0.13% -275 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,650 $443K 0.02% -94 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,648 $442K 0.09% -86 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,646 $442K 0.13% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,646 $442K 0.08% -1,743 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,645 $441K 0.04% +299 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,640 $440K 0.02% +347 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,640 $440K 0.08% +476 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,623 $435K 0.19% -331 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,615 $433K 0.05% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,608 $432K 0.02% -12 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,605 $431K 0.04% -563 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,602 $430K 0.03% -305 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Truepoint, Inc. More: the full row for Truepoint, Inc. 1,601 $430K 0.01% -867 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,600 $429K 0.1% 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,594 $428K 0.09% -142 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,589 $426K 0.04% +709 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,585 $425K 0.43% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,582 $424K 0.28% 0 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 1,577 $423K 0.22% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,576 $423K 0.24% +76 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,574 $422K 0.05% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,570 $421K 0.2% +120 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,570 $421K 0.02% +65 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 1,567 $420K 0.13% -1 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,559 $418K 0.11% +112 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,556 $417K 0.07% -305 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,555 $417K 0.15% -402 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,555 $417K 0.08% -20 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 1,600 $416K 0.16% 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,548 $415K 0.16% +85 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,543 $414K 0.08% +67 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,542 $414K 0.01% -3,389 13F-HR Timeline