Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,876 $388K 0.03% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,873 $388K 0.07% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,863 $388K 0.02% +26 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,854 $384K 0.02% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,844 $384K 0.01% +135 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 1,839 $381K 0.08% -420 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 1,839 $381K 0.1% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,837 $380K 0.01% +164 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,835 $380K 0.17% +561 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,831 $379K 0.3% -680 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,828 $379K 0.02% -1,285 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,820 $377K 0.02% +132 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,813 $375K 0.04% +333 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,803 $373K 0.02% +18 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,800 $373K 0.01% -42 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,800 $373K 0.15% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,796 $372K 0.13% -96 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,784 $369K 0.05% +110 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,773 $367K 0.07% 0 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,766 $366K 0.09% +112 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,763 $365K 0.04% +8 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,758 $364K 0.01% +1 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,752 $363K 0.01% -4 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,748 $362K 0.22% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,745 $361K 0.17% -2,392 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,743 $361K 0.03% -279 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,741 $360K 0.06% +1 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,726 $357K 0.08% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,725 $357K 0.16% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,708 $355K 0.05% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,709 $354K 0.31% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 1,701 $352K 0.28% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,701 $352K 0.02% +3 13F-HR/A Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,700 $352K 0.03% 0 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 1,700 $352K 0.01% 0 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,688 $350K 0.04% +43 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,687 $349K 0.05% 0 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 1,684 $349K 0.07% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,685 $349K 0.07% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,684 $349K 0.01% new 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,684 $349K 0.02% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,680 $348K 0.38% 0 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,676 $347K 0.07% -332 13F-HR/A Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,676 $347K 0.09% -815 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,676 $347K 0.13% +278 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,664 $345K 0.03% +79 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,660 $344K 0.15% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,658 $343K 0.21% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,647 $341K 0.03% 0 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 1,645 $341K 0.05% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,643 $340K 0.08% new 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,640 $340K 0.03% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,637 $339K 0.15% +1,278 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,633 $338K 0.03% +291 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,632 $338K 0.06% +24 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,630 $338K 0.02% +51 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,625 $336K 0.09% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,621 $335K 0.07% +183 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,617 $335K 0.01% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,616 $335K 0.03% 0 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,602 $332K 0.07% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,599 $330K 0.01% 0 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,587 $329K 0.26% +13 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,582 $328K 0.01% -1 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,574 $326K <0.01% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,574 $326K 0.05% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,687 $325K 0.06% +15 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,568 $325K <0.01% +282 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,565 $324K 0.08% -5 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,561 $323K 0.05% -100 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,544 $321K 0.03% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,550 $321K 0.02% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,550 $321K 0.2% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,544 $320K 0.02% -11 13F-HR Timeline Group Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,543 $319K 0.44% +17 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,542 $319K 0.17% -818 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,536 $318K 0.04% +18 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,534 $318K 0.01% -174 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,535 $318K 0.02% +16 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,534 $318K 0.03% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,532 $317K 0.12% -8 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,531 $317K 0.03% +255 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,529 $317K 0.06% new 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 1,528 $316K 0.09% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,527 $316K 0.02% +37 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,522 $315K 0.19% -137 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,522 $315K 0.38% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,515 $314K 0.11% +262 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,514 $314K 0.01% +284 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,510 $313K 0.04% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,510 $313K 0.01% -201 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,510 $313K 0.05% +14 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,508 $312K 0.03% +171 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,507 $312K 0.04% new 13F-HR/A Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,507 $312K 0.27% -95 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,503 $311K 0.45% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,500 $311K <0.01% -306 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 1,501 $311K 0.01% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,500 $311K 0.02% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,500 $311K 0.23% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,500 $311K 0.15% 0 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,496 $310K 0.01% -52 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,495 $310K 0.16% +52 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,493 $309K 0.13% 0 13F-HR/A Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 1,487 $308K 0.08% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,481 $307K 0.03% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,470 $304K 0.02% +74 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,469 $304K 0.13% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,467 $304K 0.01% +338 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,463 $303K 0.01% +206 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,498 $303K 0.04% +136 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,460 $302K 0.07% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,459 $302K 0.23% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,457 $302K <0.01% -38 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,456 $301K <0.01% new 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,451 $300K 0.21% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 1,450 $300K 0.15% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,447 $300K 0.02% -199 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,443 $299K 0.01% +85 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,436 $297K 0.05% +72 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,428 $296K 0.02% +1,126 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,426 $295K 0.17% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,424 $295K 0.05% +110 13F-HR/A Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,408 $293K 0.01% -22 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,413 $293K 0.2% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,405 $291K 0.01% -5 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,500 $291K 0.01% -500 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,404 $291K 0.02% -286 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,402 $290K 0.1% +2 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,401 $290K 0.11% -11 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,399 $290K 0.03% -53 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,388 $287K 0.09% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,385 $287K -1,718 Timeline Sabal Trust CO More: the full row for Sabal Trust CO 1,381 $286K 0.02% +26 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,374 $285K 0.34% -444 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,374 $285K 0.02% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,373 $284K 0.1% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,372 $284K 0.02% -461 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,390 $281K 0.1% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,353 $280K 0.08% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,353 $280K 0.1% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,350 $280K 0.08% -1,090 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,344 $278K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,343 $278K 0.2% +6 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,342 $278K 0.01% 0 13F-HR/A Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,431 $276K 0.29% +85 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,500 $275K 0.12% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,327 $275K 0.09% +35 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,325 $274K 0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,323 $274K 0.08% -56 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,320 $273K 0.02% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,301 $269K 0.79% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,295 $268K 0.03% -117 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,327 $268K 0.03% +33 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,291 $267K 0.04% new 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 1,287 $266K 0.16% 0 13F-HR Timeline Group WP Advisors, LLC More: the full row for WP Advisors, LLC 1,287 $266K 0.09% +7 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,288 $266K 0.01% -11,136 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,279 $265K <0.01% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,279 $265K 0.09% +1 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,271 $264K 0.07% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,276 $264K 0.16% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,265 $262K 0.06% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,262 $261K 0.03% +113 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,260 $261K 0.06% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,260 $261K 0.07% +10 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,256 $260K 0.08% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,253 $260K 0.02% +1 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,255 $260K 0.07% -9,922 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,249 $259K 0.03% +79 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,246 $258K 0.03% -2 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,245 $258K 0.05% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,244 $258K 0.01% +111 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,237 $256K 0.02% -45 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,233 $255K 0.05% +92 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,286 $255K 0.02% new 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,230 $255K 0.14% -73 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,223 $253K 0.12% -379 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,215 $253K 0.07% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,218 $252K 0.08% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,217 $252K 1.22% -5 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,214 $251K 0.23% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,206 $251K 0.03% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,206 $250K 0.02% +185 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,201 $249K 0.01% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,200 $248K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,200 $248K 0.02% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,200 $248K 0.05% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,200 $248K 0.01% -6 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,198 $248K 0.03% +91 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,198 $248K 0.03% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,196 $248K 0.02% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,195 $247K 0.05% -25 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,193 $247K 0.03% 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,187 $246K 0.02% -256 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,185 $245K 0.03% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,183 $245K 0.3% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,178 $244K 0.01% +29 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,265 $244K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,176 $244K <0.01% 0 13F-HR Timeline