DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,493 $879K 0.15% -495 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,487 $877K 0.16% +154 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 2,486 $877K 0.07% -95,415 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,471 $872K 0.01% -329 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 2,467 $870K 0.42% -20 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,465 $870K 0.14% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,465 $870K 0.14% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,464 $869K 0.05% +622 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 2,464 $869K 0.01% 0 13F-HR/A Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,462 $868K -635 Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 2,459 $867K 0.18% -301 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,458 $867K 0.26% +123 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,457 $867K 0.88% 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,449 $864K 0.24% -806 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,421 $854K 0.15% +1,551 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,417 $852K 0.04% -139 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,414 $852K 0.05% +1,089 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,402 $847K 0.29% +26 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,397 $846K 0.22% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,396 $845K 0.02% +54 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,391 $843K 0.11% -444 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,387 $842K 0.36% -55 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,378 $839K 0.11% -556 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,367 $835K 0.02% -2,130 13F-HR/A Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,360 $832K 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,349 $829K 0.05% -26,225 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 2,345 $827K 0.06% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,340 $827K 0.16% +566 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,335 $824K 0.64% +58 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 2,332 $823K 0.29% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,327 $821K 0.38% -392 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,320 $818K 0.13% -5 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,320 $818K 0.05% +137 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,319 $818K 0.05% +104 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,316 $817K 0.24% -45 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 2,316 $817K 0.8% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,307 $814K 0.06% -7,159 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,300 $811K 0.37% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,297 $810K 0.04% -139 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,450 $810K 0.02% -760 13F-HR/A Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 2,291 $808K <0.01% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,291 $808K 0.16% -167 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,283 $805K 0.25% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,279 $804K 0.1% +135 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,279 $804K 0.31% +1,600 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,276 $803K 0.32% -490 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,267 $800K 0.54% -181 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,259 $797K 0.12% 0 13F-HR Timeline Group BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 2,256 $796K 0.02% 0 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 2,250 $794K 0.01% -1,290 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 2,248 $793K 0.22% -52 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,244 $792K 0.22% +114 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,234 $788K 0.1% +198 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 2,229 $786K 0.02% -2,705 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,222 $784K 0.03% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,220 $783K 0.15% +285 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,215 $781K 0.35% -7 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,214 $781K 0.05% 0 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 2,210 $780K 0.8% -52 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,200 $776K 0.02% -2,198 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,197 $775K <0.01% -1,387 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,193 $774K 0.09% +169 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,190 $773K 0.27% -20 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,187 $771K 0.15% -65 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,177 $768K 0.05% -5,420 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,200 $767K 0.08% -148 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,172 $766K 0.06% -183 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,167 $764K 0.53% -40 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,159 $761K 0.03% -127 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,158 $761K 0.23% 0 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,154 $760K 0.08% +206 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 2,153 $759K 0.07% 0 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,141 $755K 0.06% -458 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 2,138 $754K 0.78% -170 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2,135 $753K 0.13% +1,602 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,133 $752K 0.04% +831 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,129 $751K 0.64% +150 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,120 $748K 0.09% +36 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,115 $746K 0.34% -330 13F-HR/A Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,114 $746K 0.17% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,110 $744K 0.11% -534 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,107 $743K 0.59% -75 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,103 $742K 0.74% +357 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,100 $741K 0.19% -15 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 2,100 $741K 0.89% -50 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,089 $737K 0.21% -114 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,070 $731K 0.01% -405 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,065 $728K 0.07% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,059 $726K 0.13% +25 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,054 $725K 0.13% +550 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,052 $724K 0.06% +92 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,048 $722K 0.06% +905 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,047 $722K 0.01% -21,013 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,045 $721K 0.49% -25 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,043 $720K 0.04% -1,613 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,037 $719K 0.16% new 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,034 $718K 0.43% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,030 $716K 0.16% +468 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,029 $716K 0.01% -98 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,026 $715K 0.02% -54 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,016 $711K 0.04% +25 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,009 $709K 0.4% +245 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,008 $708K 0.7% +66 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,007 $708K 0.16% +7 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,005 $707K 0.06% -828 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 2,000 $706K 0.05% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,000 $706K 0.17% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,996 $704K 0.02% -93 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,991 $702K 0.01% -7 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,990 $702K 0.01% -2,669 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,989 $702K 0.05% -312 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,985 $700K 0.1% +66 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,982 $699K 0.06% +183 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,977 $697K 0.1% -561 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,997 $696K 0.18% -847 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,963 $693K 0.66% -27 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,963 $692K 0.12% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,960 $691K 0.41% +439 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 1,957 $690K 0.33% -590 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,955 $690K 0.77% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,945 $686K 0.09% -37 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,940 $684K 0.27% +132 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,935 $683K -10,034 Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,927 $680K 0.4% +189 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,922 $678K 0.14% -8,941 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,920 $677K 0.27% +910 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,920 $677K 0.4% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,918 $677K 0.26% +780 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,917 $676K 0.04% +1,235 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,915 $676K 0.09% -65 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,908 $673K 0.04% -90 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,906 $672K 0.3% -1,000 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,905 $672K 0.07% -88 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,905 $672K <0.01% +1,680 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,904 $672K 0.27% +44 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,902 $671K 0.53% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,902 $671K 0.53% -81 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,902 $671K 0.05% -28 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,900 $670K 0.07% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,894 $668K 0.18% -12 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,893 $668K 0.21% -865 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,890 $667K 0.27% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,881 $664K 0.04% -214 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,868 $659K <0.01% +332 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,865 $658K 0.07% -9,867 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,862 $657K 0.16% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,860 $656K 0.16% +36 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,853 $654K 0.46% -21 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,850 $653K 0.07% -52 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,850 $653K 0.09% +447 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,849 $652K 0.02% -177 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,836 $648K 0.09% +65 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,833 $647K 0.36% +302 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,827 $644K 0.1% +677 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,817 $641K 0.08% +83 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,815 $640K 0.2% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,814 $640K 0.51% +14 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 1,813 $640K 0.46% +1 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,807 $637K 0.11% -70 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,800 $635K 0.49% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,800 $635K 0.17% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,801 $634K 0.04% -2,802 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,860 $633K 0.37% +55 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,793 $632K 0.21% +787 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,792 $632K 0.22% -730 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,791 $632K 0.02% -165 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 1,788 $631K 0.64% +974 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,787 $630K 0.27% -585 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,776 $626K 0.19% -614 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,775 $626K 0.16% -20 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,768 $624K 0.13% -330 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,767 $623K 0.15% +173 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,763 $622K 0.01% +6 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,763 $622K 0.08% +905 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,761 $621K 0.22% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,758 $620K 0.48% -271 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,751 $619K 0.09% -205 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 1,753 $618K 0.19% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,758 $616K 0.1% -18 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,744 $615K 0.04% +79 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,741 $614K 0.17% -455 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,737 $613K 0.38% -58 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,737 $613K 0.13% -906 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,732 $611K 0.07% -420 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,729 $610K 0.08% +200 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,726 $609K 0.24% -54 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,717 $606K 0.01% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 1,715 $605K 0.12% -542 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,711 $604K 0.03% -216 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,710 $603K 0.01% -36,652 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,708 $602K 0.03% -759 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,707 $602K 0.24% -585 13F-HR Timeline Group Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 1,703 $601K 0.25% -68 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,700 $600K 0.08% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,698 $599K 0.18% -2,421 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 1,698 $599K 0.41% -266 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,698 $599K 0.03% -105,186 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,697 $599K 0.05% -336 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,690 $596K 0.12% -1,204 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 1,689 $596K 0.1% -263 13F-HR Timeline