ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 6,224 $1.74M 0.11% +27 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,216 $1.74M 0.04% +640 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 6,200 $1.73M 0.01% -55,512 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,198 $1.73M 0.07% +149 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,196 $1.73M 0.88% +173 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 6,192 $1.73M 0.39% -295 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,178 $1.72M 0.13% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,183 $1.72M 0.17% -211 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 6,171 $1.72M 0.12% -398 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,163 $1.72M 0.33% +160 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,136 $1.71M 0.59% +452 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 6,123 $1.71M 1.63% +1,565 13F-HR/A Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 6,122 $1.71M 0.88% -60 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,105 $1.7M 0.42% +154 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,102 $1.7M 0.17% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,098 $1.7M 0.19% +533 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 6,062 $1.69M 0.01% -222,753 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,052 $1.69M 0.36% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,020 $1.68M 0.22% +1,055 13F-HR/A Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 6,011 $1.68M 0.29% -48 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 5,775 $1.68M 0.66% +2 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 6,007 $1.68M 0.21% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 6,007 $1.68M 0.61% +2 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,991 $1.67M 0.46% +107 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,984 $1.67M 0.11% -2,286 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,960 $1.66M 0.58% -8 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,936 $1.66M 0.76% -260 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 5,963 $1.66M 0.48% +2,236 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 5,918 $1.65M 0.11% -8 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,918 $1.65M 1.02% +35 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 5,905 $1.65M 0.4% +253 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,899 $1.65M 0.31% +824 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,898 $1.65M 0.27% +65 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,898 $1.65M 0.08% -24,328 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 5,754 $1.64M 1.13% +120 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,877 $1.64M 0.36% -67 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,873 $1.64M 0.11% +3,759 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,844 $1.63M 0.15% -292 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,841 $1.63M 0.11% +55 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 5,838 $1.63M 0.02% +877 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,822 $1.63M 0.26% +44 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,820 $1.62M 0.07% +887 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,811 $1.62M 0.22% +68 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 5,810 $1.62M 0.54% -135 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,808 $1.62M 0.23% -316 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,806 $1.62M 0.16% +149 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,804 $1.62M 0.19% +44 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 5,798 $1.62M 0.43% -1,035 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 5,787 $1.62M 0.29% -371 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,786 $1.62M 0.34% +806 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 5,756 $1.61M 0.18% +634 13F-HR Timeline Group Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 5,755 $1.61M 0.1% +106 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,753 $1.61M 0.14% +44 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 5,724 $1.6M 0.92% +276 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 5,720 $1.6M 0.92% -58 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 5,719 $1.6M 0.44% +39 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 5,712 $1.59M 0.77% +106 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,694 $1.59M 0.24% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,691 $1.59M 0.02% -190 13F-HR Timeline Group Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 5,685 $1.59M 0.79% +39 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,663 $1.58M 0.19% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,661 $1.58M 0.21% -840 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,660 $1.58M 0.39% -1,163 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Souders Financial Advisors More: the full row for Souders Financial Advisors 5,643 $1.58M 0.2% -520 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 5,625 $1.57M 0.52% +387 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,619 $1.57M 0.02% -1,358 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,608 $1.57M 0.11% -65 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,606 $1.57M 0.47% -130 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,595 $1.56M 0.51% -200 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,595 $1.56M 1.6% -39 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 5,594 $1.56M 0.52% +4,672 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 5,576 $1.56M 0.22% -1,868 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,351 $1.55M 0.33% +21 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,546 $1.55M +457 Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,534 $1.55M 0.17% +381 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,531 $1.54M 0.79% -33 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,515 $1.54M 0.65% -40 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 5,480 $1.53M 0.21% -195 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,111 $1.52M 0.54% +145 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,451 $1.52M 0.45% +2,698 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,433 $1.52M 0.17% -3 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 5,430 $1.52M 0.07% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,430 $1.52M 0.2% +21 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,428 $1.52M 0.02% +12 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,420 $1.51M 1.02% +593 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,413 $1.51M 0.09% -2,446 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,401 $1.51M 0.05% +2,601 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 5,385 $1.5M 0.77% -5,031 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 5,385 $1.5M 0.69% -118 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,382 $1.5M 0.1% -365 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,382 $1.5M 1.25% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,373 $1.5M 0.1% +22 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,361 $1.5M 0.1% +48 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 5,360 $1.5M 0.42% +623 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 5,341 $1.49M 0.81% +140 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,340 $1.49M 0.15% +322 13F-HR Timeline Group Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 5,334 $1.49M 0.1% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 5,330 $1.49M 0.22% -1,717 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,321 $1.49M 0.12% -193 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,072 $1.48M 0.12% +245 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 5,300 $1.48M 0.12% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,295 $1.48M 0.33% +352 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,284 $1.48M 0.25% -121 13F-HR Timeline Group SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,999 $1.48M 0.52% -191 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 5,247 $1.47M 0.29% -64 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,221 $1.46M 0.04% -48 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,221 $1.46M 0.49% +943 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 5,208 $1.45M 0.43% +285 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 5,201 $1.45M 1.19% +10 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 5,194 $1.45M 0.29% +52 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 5,186 $1.45M 0.29% +370 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,183 $1.45M 0.1% -3,028 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 5,165 $1.44M 0.59% +2,335 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,149 $1.44M 0.09% +544 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,145 $1.44M 0.77% -494 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 5,145 $1.44M 0.18% +26 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,141 $1.44M 0.61% -71 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 5,139 $1.43M 0.43% -260 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,138 $1.43M 0.06% +3,886 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,133 $1.43M 0.44% +445 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,122 $1.43M 0.83% -553 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,120 $1.43M 0.19% +504 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 5,115 $1.43M 0.56% -1,193 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 5,116 $1.43M 0.64% -118 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,111 $1.43M <0.01% -60,802 13F-HR Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,098 $1.42M 0.15% 0 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 4,730 $1.42M 0.36% -300 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 5,076 $1.42M 0.69% 0 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 5,075 $1.42M 0.36% -45 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,069 $1.42M 0.1% +21 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 5,064 $1.41M 0.84% -15 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,865 $1.41M 0.51% +1,947 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 5,055 $1.41M 0.53% -95 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,054 $1.41M 1.16% -126 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,681 $1.41M 0.51% -40 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 5,048 $1.41M 0.4% +392 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 5,045 $1.41M 0.23% -62 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 5,026 $1.4M 0.08% +147 13F-HR Timeline Group Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 5,018 $1.4M 1.38% +1,348 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 5,873 $1.4M 0.03% +58 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,999 $1.4M 0.15% -70 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,030 $1.39M 0.12% -493 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 4,992 $1.39M 0.03% +87 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,991 $1.39M 0.07% +150 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,985 $1.39M 0.06% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 4,959 $1.38M 0.79% +7 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,955 $1.38M 0.41% +55 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,951 $1.38M 0.03% +1,534 13F-HR/A Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,950 $1.38M 0.35% -59 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,942 $1.38M 0.12% +301 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,939 $1.38M 0.1% -107 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 4,929 $1.38M 0.19% -7,417 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 4,922 $1.37M 0.18% -668 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 4,914 $1.37M 0.64% -510 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,906 $1.37M 0.24% -850 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 4,896 $1.37M 0.53% +400 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,893 $1.37M 0.37% -5 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,700 $1.37M 0.23% 0 13F-HR Timeline Group RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,877 $1.36M 0.72% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,906 $1.36M 0.16% -10,090 13F-HR/A Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,842 $1.35M 0.02% +3,819 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,822 $1.35M 0.02% +652 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,814 $1.34M 0.14% +253 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 4,803 $1.34M 0.25% -24 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,802 $1.34M 0.16% +54 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,296 $1.34M 0.26% -80 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,782 $1.34M 0.55% -15 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,776 $1.33M 0.2% +263 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,771 $1.33M 0.05% +196 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,757 $1.33M 0.84% +396 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 4,751 $1.33M 0.76% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,651 $1.32M 0.12% +28 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,734 $1.32M 0.41% +106 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,718 $1.32M 0.18% +80 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,708 $1.31M 0.06% -57 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,707 $1.31M 0.09% -477 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,864 $1.31M 0.25% +2,428 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 4,695 $1.31M 0.15% -14 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,679 $1.31M 0.26% +355 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,670 $1.3M 0.65% 0 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,657 $1.3M 0.38% +356 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,374 $1.3M 0.14% -194 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,651 $1.3M 0.06% +122 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 4,620 $1.29M 0.61% +2,077 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 4,605 $1.29M 0.11% new 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,603 $1.29M 0.47% -233 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,600 $1.28M 0.1% +464 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,590 $1.28M 0.08% -179 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,587 $1.28M 0.54% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 4,581 $1.28M 0.06% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,571 $1.28M 0.25% -48 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,555 $1.27M 0.07% -8 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,516 $1.26M 0.02% -170 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,511 $1.26M 0.09% +603 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,501 $1.26M 0.65% +543 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 4,500 $1.26M 0.29% -3,500 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 4,500 $1.26M 0.09% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,463 $1.25M 0.14% +21 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 4,463 $1.25M 0.47% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 4,447 $1.24M 0.2% +103 13F-HR Timeline