CX Institutional More: the full row for CX Institutional 3,953 $409K 0.02% +64 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,947 $408K <0.01% -7,443 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,944 $408K 0.03% +28 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,940 $408K 0.04% +1,003 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,939 $407K 0.16% +10 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,932 $407K 0.03% -499 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 3,936 $406K 0.17% -262 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 3,910 $404K 0.07% -741 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,897 $403K <0.01% new 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,900 $403K 0.03% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,871 $400K 0.02% -125 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,865 $400K 0.09% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,863 $400K 0.01% +1,787 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,859 $399K 0.01% +97 13F-HR Timeline Group NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,858 $399K 0.13% -146 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,837 $397K 0.01% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,827 $396K 0.11% -93 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 3,804 $394K 0.17% +3 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 3,788 $392K 0.16% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,783 $391K <0.01% +225 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,763 $389K 0.07% +43 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,759 $389K 0.11% -56 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,757 $389K 0.02% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,754 $388K 0.09% +199 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,755 $387K 0.04% -492 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,735 $386K 0.03% +147 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 3,733 $386K 0.11% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,728 $386K 0.01% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,725 $386K 0.01% +3 13F-HR Timeline Group Norway Savings Bank More: the full row for Norway Savings Bank 3,715 $384K 0.21% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,714 $384K 0.04% -274 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,710 $384K 0.02% +39 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,705 $383K 0.19% -107 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 3,695 $382K 0.34% +357 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,675 $380K 0.19% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,660 $379K 0.07% +4 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 3,660 $379K 0.08% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,644 $377K 0.02% +1,475 13F-HR Timeline American Trust More: the full row for American Trust 3,644 $377K 0.03% -80 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,638 $376K 0.13% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,631 $376K 0.05% 0 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 3,626 $375K 0.12% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,641 $375K 0.01% +1,157 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 3,622 $375K 0.04% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,620 $374K 0.02% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,609 $373K 0.01% +1,723 13F-HR Timeline Group Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 3,600 $372K 0.2% -200 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,593 $372K 0.24% +247 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 3,659 $369K 0.26% +16 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,567 $369K 0.18% +755 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,556 $368K 0.28% +288 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 3,540 $366K 0.22% 0 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 3,535 $366K 0.03% +15 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,533 $365K 0.04% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,529 $365K 0.05% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,522 $364K 0.03% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,517 $364K 0.01% +36 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,510 $363K 0.05% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,503 $362K 0.02% 0 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 3,516 $362K 0.05% +216 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,472 $359K 0.5% 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 3,467 $359K 0.15% +1,032 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 3,461 $358K 0.01% -99 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,440 $356K 0.03% -243 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,425 $354K 0.05% -49 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,413 $353K 0.1% -57 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,410 $353K 0.23% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,400 $352K 0.16% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,400 $352K 0.27% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,395 $351K 0.12% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,380 $350K 0.09% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 3,368 $348K 0.1% 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,362 $348K 0.1% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,417 $345K -842 Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,324 $344K 0.04% +110 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,322 $344K 0.03% -1 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,308 $343K 0.03% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,318 $343K 0.03% -98 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,299 $342K 0.12% -75 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,282 $339K 0.02% -29 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,267 $338K 0.05% -13 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 3,262 $337K 0.04% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,256 $337K 0.02% -27 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 3,255 $337K 0.15% +1 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 3,252 $336K 0.04% -23 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,250 $336K <0.01% 0 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,249 $336K 0.18% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 3,248 $336K 0.18% -6 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,245 $336K 0.13% +24 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,235 $335K <0.01% +2,585 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,230 $334K 0.04% +136 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 3,200 $331K 0.03% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 3,200 $331K 0.06% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,186 $330K 0.04% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,185 $329K 0.27% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,173 $328K 0.3% -1,310 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,168 $328K 0.19% -234 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,167 $328K 0.04% +132 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 3,166 $327K 0.05% +560 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,158 $327K 0.18% -3,546 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,144 $325K 0.02% -50 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,140 $325K 0.02% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 3,133 $324K 0.19% 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,120 $323K 0.01% new 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,113 $322K 0.12% +7 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 3,102 $321K 0.04% -71 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,778 $319K 0.04% +2 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,081 $319K 0.03% -28 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,073 $318K 0.04% -21 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 3,070 $318K 0.25% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,070 $318K 0.1% -75 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 3,052 $316K 0.12% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,050 $315K 0.03% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,050 $315K 0.09% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,043 $315K 0.06% -8 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,000 $310K 0.02% +1,077 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,000 $310K <0.01% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,991 $309K 0.12% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,988 $309K 0.01% -3,155 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 2,980 $308K 0.04% 0 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 2,962 $306K 0.08% +140 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,848 $306K 0.15% +2 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,948 $305K 0.15% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,934 $303K 0.05% -28 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,933 $303K 0.03% 0 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,924 $302K 0.29% +175 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,915 $302K 0.11% -75 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,893 $299K 0.02% +602 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,884 $298K 0.03% -268 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,873 $297K 0.15% +1 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,856 $295K 0.11% +86 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 2,850 $295K 0.2% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,848 $295K 0.06% +451 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 2,845 $294K 0.08% +95 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,840 $294K 0.24% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 2,834 $293K 0.1% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,827 $292K 0.02% +13 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,823 $292K 0.03% -471 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 2,818 $291K 0.16% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,809 $291K 0.04% -59 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,802 $290K 0.07% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,777 $287K 0.01% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,771 $287K 0.03% +5 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,782 $287K 0.03% +1,796 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,756 $285K 0.07% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,755 $285K 0.15% -188 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,753 $285K 0.02% -11,151 13F-HR/A Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,746 $284K 0.04% +194 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,739 $283K 0.01% +707 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,733 $283K 0.02% +94 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,731 $282K <0.01% -90,809 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,717 $281K <0.01% -157 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,717 $281K 0.18% +16 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,720 $281K <0.01% -8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 2,716 $281K 0.28% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,711 $280K 0.04% -29 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,627 $280K 0.05% -336 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,708 $280K 0.26% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,701 $279K 0.02% +248 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,700 $279K 0.01% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,687 $278K 0.03% -10 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,685 $278K 0.01% +46 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,682 $277K 0.03% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,475 $277K 0.09% 0 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,669 $276K 0.01% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,665 $276K 0.15% +368 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,663 $276K 0.03% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,652 $274K 0.05% -4,210 13F-HR/A Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,650 $274K 0.01% -28 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,645 $274K <0.01% +56 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,641 $273K 0.07% +432 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,640 $273K 0.07% -10 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,630 $272K 0.05% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,628 $272K 0.03% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,627 $272K 0.04% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,615 $270K 0.01% +108 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,611 $270K 0.07% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,607 $270K 0.09% +107 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,610 $270K 0.04% -1,215 13F-HR/A Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,605 $270K 0.09% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,600 $269K 0.13% -275 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,593 $268K 0.17% +517 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,572 $266K 0.04% -100 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,574 $266K 0.16% +10 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,546 $263K 0.02% -900 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,539 $263K 0.03% -80 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 2,523 $261K 0.05% -72 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,520 $261K 0.03% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,508 $259K 0.13% +8 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,503 $259K 0.01% +266 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,506 $259K <0.01% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,502 $259K 0.03% +32 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,500 $259K 0.02% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,503 $258K 0.02% -339 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,481 $256K <0.01% +1,699 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,472 $256K 0.07% new 13F-HR/A Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,466 $255K 0.04% +266 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,466 $255K 0.02% -1,141 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,462 $255K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,452 $254K 0.1% -10,350 13F-HR Timeline