Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 2,200 $358K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,194 $357K 0.07% +717 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,192 $356K 0.15% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,191 $356K 0.34% +17 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,167 $352K 0.11% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,162 $352K 0.17% -40 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,157 $351K 0.17% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,151 $350K 0.21% -105 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 2,149 $349K 0.23% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,147 $349K 0.17% +152 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,053 $349K 0.08% -432 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,147 $349K 0.14% +7 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,145 $349K 0.1% +28 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,140 $348K 0.13% -56 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,134 $347K 0.02% +1,833 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,132 $347K 0.03% +74 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,114 $344K 0.05% +181 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,101 $342K 0.04% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,100 $342K 0.18% +75 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,098 $341K 0.01% -67 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 2,096 $341K 0.13% +491 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,825 $340K 0.08% -15 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,091 $340K 0.17% +1 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,681 $340K 0.04% -1,302 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,082 $339K 0.08% new 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,968 $338K 0.21% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,079 $338K 0.01% -5,529 13F-HR Timeline Group CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,077 $338K 0.01% -18 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,070 $337K 0.02% -201 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,063 $336K 0.04% +136 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,060 $335K 0.11% +60 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,050 $333K 0.06% +6 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,045 $333K 0.11% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,045 $333K 0.09% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,035 $331K 0.11% -4,757 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,034 $331K 0.07% -141 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,024 $329K 0.16% new 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 2,022 $329K 0.07% -39 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,021 $329K 0.02% 0 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 2,019 $328K 0.01% +633 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,008 $327K 0.05% +62 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,001 $325K 0.1% -1,101 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 2,000 $325K 0.02% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,997 $325K 0.2% +94 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 1,996 $325K 0.02% +79 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,994 $324K 0.05% -40 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,988 $323K 0.01% -214 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,985 $323K 0.12% -67 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,980 $322K 0.02% -160 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,979 $322K 0.21% +250 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,973 $321K 0.02% 0 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 1,971 $321K 0.46% 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 1,972 $320K 0.24% -1,051 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,965 $320K 0.09% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,965 $320K 0.01% +256 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,959 $319K 0.06% +484 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,956 $318K 0.01% -151 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,574 $318K 0.1% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,952 $317K 0.24% 0 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 1,737 $315K 0.13% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,939 $315K 0.31% 13F-HR/A Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,938 $315K 0.23% 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,935 $315K 0.11% -50 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,933 $314K 0.03% -1,343 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 1,932 $314K 0.03% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,923 $313K 0.01% -4,886 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 1,736 $312K 0.11% new 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 1,919 $312K 0.1% -10 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,910 $311K 0.07% -469 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,903 $309K 0.03% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,900 $309K 0.04% -5,069 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,897 $309K 0.22% -21 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,892 $308K 0.03% -95 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,892 $308K 0.1% -32 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,889 $307K <0.01% 0 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,888 $307K 0.08% +4 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,886 $307K 0.16% 0 13F-HR Timeline American Trust More: the full row for American Trust 1,885 $307K 0.02% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 1,876 $305K 0.14% -124 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,872 $304K 0.07% +27 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,752 $304K 0.12% +2 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,867 $304K 0.2% +14 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,862 $303K <0.01% +63 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,859 $302K 0.04% +39 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,858 $302K 0.15% new 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 1,857 $302K 0.26% 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,668 $301K 0.24% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,850 $301K 0.03% +303 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,850 $301K 0.07% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,849 $301K 0.01% -93 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,844 $300K 0.02% +490 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,826 $297K 0.04% +286 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,824 $297K 0.02% +196 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,820 $296K 0.07% -51 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,811 $294K 0.08% +1 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,809 $294K 0.05% +637 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,804 $293K 0.02% -230 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,803 $293K 0.04% -97 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,600 $293K 0.16% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,799 $293K 0.13% -75 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,794 $292K 0.19% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 1,792 $291K 0.1% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,791 $291K 0.02% -835 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,790 $291K 0.08% 0 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 1,781 $290K 0.02% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,780 $289K 0.03% -30 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,772 $288K 0.1% -84 13F-HR/A Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 1,771 $288K 0.26% 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,771 $288K 0.14% +1 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 1,769 $288K 0.27% 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,768 $288K 0.04% +1 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,761 $286K 0.11% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,755 $285K 0.1% +185 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,751 $285K 0.08% 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,751 $285K 0.22% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,750 $285K 0.02% -105 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,749 $284K 0.09% +81 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,746 $284K 0.02% +109 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 1,745 $284K 0.17% -50 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,737 $282K 0.03% +557 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 1,736 $282K 0.19% +10 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,735 $282K 0.11% +4 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,733 $282K <0.01% +96 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,733 $282K 0.03% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,732 $282K 0.06% -7 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,573 $281K 0.13% +2 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,719 $280K 0.18% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,709 $278K 0.05% +4 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 1,705 $277K 0.15% -5 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,702 $277K 0.14% +107 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,693 $275K 0.02% -197 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,688 $275K 0.13% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,688 $275K 0.04% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 1,685 $274K 0.03% 0 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 1,686 $274K 0.03% +22 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,534 $273K 0.11% -230 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,677 $273K 0.12% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,675 $272K 0.07% +200 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,674 $272K 0.01% new 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,671 $272K 0.19% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,590 $272K 0.04% +175 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,596 $271K 0.12% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,668 $271K 0.01% +14 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,667 $271K 0.15% 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,665 $271K 0.05% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 1,660 $270K 0.21% 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,659 $270K 0.05% -312 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,656 $269K <0.01% -305,131 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,650 $268K 0.18% +6 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,650 $268K 0.07% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,648 $268K 0.07% -17,465 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,648 $268K 0.19% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,650 $268K 0.19% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,648 $268K 0.07% +2 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,640 $267K 0.1% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,639 $267K 0.06% -75 13F-HR/A Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,530 $266K 0.04% 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,631 $265K 0.03% 0 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 1,625 $264K 0.02% -150 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,620 $263K 0.06% +91 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,620 $263K 0.23% 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,300 $263K 0.02% 0 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,615 $263K 0.07% -379 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,613 $262K 0.05% +169 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,611 $262K 0.04% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,609 $262K 0.1% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,598 $261K 0.01% +93 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,600 $260K 0.1% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,600 $260K 0.17% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,600 $260K 0.02% -58,910 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,598 $260K 0.01% -291 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,596 $260K 0.05% -50 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,590 $259K 0.03% +180 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,586 $258K 0.08% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,582 $257K 0.17% +369 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,575 $256K 0.04% -403 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TFB Advisors LLC More: the full row for TFB Advisors LLC 1,573 $256K 0.07% -341 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,562 $254K 0.05% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,557 $253K 0.09% +52 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,556 $253K 0.14% -75 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,556 $253K 0.01% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,554 $253K 0.02% -278 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,553 $253K 0.15% +1 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,553 $252K 0.03% -407 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,551 $252K 0.13% -335 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,548 $252K 0.1% -7,500 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 1,540 $250K 0.07% 0 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,536 $250K 0.06% -37 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,536 $250K 0.21% 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,536 $250K 0.2% -64 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,534 $249K 0.11% -518 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,530 $249K 0.06% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,525 $248K 0.11% -355 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,525 $248K 0.18% +2 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,518 $247K 0.06% -722 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,516 $247K 0.03% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,509 $245K 0.05% -5 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,506 $245K 0.03% +80 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,504 $245K 0.07% -134 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,503 $244K 0.06% +331 13F-HR Timeline