West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,446 $253K 0.09% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,444 $253K 0.02% -120 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 2,440 $252K 0.02% 0 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,438 $252K 0.03% +3 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 2,438 $252K 0.22% 0 13F-HR Timeline United Bank More: the full row for United Bank 2,424 $251K 0.11% -73 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,420 $250K 0.08% +2 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,416 $250K 0.06% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 2,414 $250K 0.03% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,414 $250K 0.02% 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,414 $250K 0.11% +14 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,410 $249K 0.07% 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,402 $248K 0.12% 0 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 2,400 $248K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Orcam Financial Group More: the full row for Orcam Financial Group 2,400 $248K 0.24% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,397 $248K 0.07% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,395 $248K 0.03% +459 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,393 $248K 0.01% -150 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,380 $246K 0.05% 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,378 $246K 0.02% +414 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 2,376 $246K 0.24% +1 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,364 $245K 0.04% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,356 $244K 0.02% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,356 $244K 0.05% +46 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,353 $243K 0.01% -913 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,349 $243K 0.02% +326 13F-HR Timeline Group Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 2,346 $243K 0.19% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,344 $242K 0.04% 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,400 $242K 0.1% 0 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,341 $242K 0.16% -7 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 2,332 $241K 0.14% +1 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,311 $239K 0.17% -61 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,308 $239K <0.01% 0 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 2,304 $238K 0.07% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,302 $238K 0.02% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,302 $238K 0.63% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,296 $238K 0.03% +128 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,293 $237K 0.03% +21 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 2,288 $237K 0.08% +110 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,282 $236K 0.01% -142 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 2,276 $235K 0.21% 0 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 2,273 $235K 0.11% -112 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,271 $235K 0.02% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,269 $235K 0.03% +3 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,253 $233K 0.15% +12 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,249 $233K 0.04% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,239 $232K 0.02% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,238 $231K 0.03% -78 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,231 $231K <0.01% +2 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,224 $230K 0.06% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,223 $230K 0.06% -228 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,143 $229K 0.2% -67 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,202 $228K <0.01% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,200 $228K 0.09% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,200 $228K 0.11% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,159 $226K 0.06% -52 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,181 $226K <0.01% -4,423 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,168 $224K 0.13% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,168 $224K 0.04% -197 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,168 $224K 0.12% new 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 2,165 $224K 0.18% new 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 2,163 $224K 0.12% +62 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,157 $223K 0.2% -3 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,157 $223K 0.08% +274 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,157 $223K 0.02% -81 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 2,148 $222K 0.08% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,146 $222K 0.04% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,144 $222K 0.18% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,140 $221K 0.15% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,140 $221K <0.01% -102 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 2,139 $221K 0.11% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,135 $221K 0.06% -171 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,125 $220K 0.07% new 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,120 $219K 0.09% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,118 $219K 0.19% 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,114 $219K 0.03% -771 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 2,109 $218K 0.02% +8 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,106 $218K 0.03% 0 13F-HR Timeline Buckingham Capital Management, Inc. More: the full row for Buckingham Capital Management, Inc. 2,100 $217K 0.02% 0 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 2,099 $217K 0.09% 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,098 $217K 0.08% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,080 $215K 0.04% 0 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 2,079 $215K 0.04% -13 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,077 $215K 0.04% -2,449 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,077 $215K 0.2% 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 2,077 $214K 0.02% -100 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,060 $213K 0.08% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,059 $213K 0.07% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,058 $213K 0.08% -29 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,058 $213K 0.01% +171 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,047 $212K 0.02% -50 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 2,037 $211K 0.09% +10 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 2,029 $210K 0.26% +9 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 2,021 $209K 0.02% -25,467 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,024 $209K 0.1% -329 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,011 $208K 0.09% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,010 $208K 0.01% +427 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,006 $208K 0.02% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,000 $207K 0.05% 0 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 2,000 $207K 0.01% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,000 $207K 0.01% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,000 $207K 0.01% 0 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 2,000 $207K 0.23% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,000 $207K 0.05% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 2,000 $207K 0.03% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,000 $207K 0.09% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,000 $207K 0.07% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,999 $207K 0.01% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,989 $206K 0.03% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,952 $205K 0.12% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,979 $205K 0.06% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,977 $203K 0.04% 0 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 1,953 $202K 0.19% 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,952 $202K 0.04% -25 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,952 $202K 0.02% +182 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,950 $202K 0.07% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,949 $202K 0.1% -123 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,899 $196K 0.1% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,873 $194K 0.02% -29 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,826 $189K 0.1% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,815 $188K 0.09% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 1,765 $183K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,657 $171K <0.01% -481 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,604 $166K 0.1% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,600 $166K 0.13% 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,600 $166K 0.08% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,577 $163K 0.01% +9 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,560 $161K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,491 $154K 0.07% -96 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 1,459 $151K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,351 $140K 0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,339 $138K 0.06% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,322 $137K 0.08% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,255 $135K 0.06% 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 1,288 $133K 0.16% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,272 $132K 0.05% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,268 $131K 0.09% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,257 $130K 0.11% -224 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,214 $126K 0.03% -38 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,210 $125K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,200 $124K 0.07% 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 1,180 $122K 0.1% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,179 $122K 0.11% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,164 $120K 0.05% +5 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,157 $119K 0.02% +121 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,140 $118K 0.02% +110 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,105 $114K 0.02% -2 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,100 $114K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,086 $112K 0.01% -498 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,086 $112K 0.01% -14 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,084 $112K 0.01% -9 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,075 $111K 0.01% -5 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,071 $111K 0.02% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,059 $109K 0.05% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,041 $108K 0.01% +539 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,013 $105K <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,010 $104K 0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,011 $104K 0.02% +5 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,000 $103K 0.11% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 950 $98.3K 0.04% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 943 $97.5K 0.03% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 941 $97.3K 0.03% -172 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 900 $93.1K 0.08% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 895 $92.6K 0.01% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 883 $91.4K 0.02% +4 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 880 $91K 0.03% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 842 $87.1K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 824 $85.2K 0.02% +735 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 801 $82.8K 0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 800 $82.8K 0.07% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 790 $81.7K 0.03% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 771 $79.8K 0.01% -435 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 771 $79.7K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 757 $78.3K 0.01% -490 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 726 $75.1K <0.01% +269 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 719 $74.4K 0.05% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 718 $74.3K 0.04% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 716 $74K <0.01% -149 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 692 $71.6K 0.04% +3 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 650 $67.2K 0.04% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 643 $66.5K <0.01% -13 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 641 $66.3K 0.01% -183 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 625 $64.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 621 $63.9K 0.04% -12 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 616 $63.7K 0.02% +13 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 573 $63.6K 0.03% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 614 $63.5K 0.01% +230 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 608 $62.9K 0.01% -19 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 608 $62.9K 0.01% +3 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 575 $59.5K 0.05% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 559 $58K 0.02% -508 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 558 $57.7K 0.02% -109 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 551 $57K 0.03% +3 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 537 $55.5K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 531 $54.9K 0.02% +100 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 505 $52.2K 0.04% -300 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 500 $51.7K 0.02% new 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 500 $51.7K 0.05% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 500 $51.7K 0.04% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 496 $51K 0.01% +62 13F-HR Timeline