Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 1,223 $266K 0.08% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,213 $264K <0.01% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 1,211 $264K 0.23% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,209 $263K 0.03% +9 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,209 $263K 0.07% +100 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,208 $263K 0.01% -174 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 1,218 $263K 0.07% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,200 $261K 0.09% +94 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,192 $259K 0.17% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,190 $259K 0.12% 0 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,186 $258K 0.1% +13 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,187 $258K 0.02% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,182 $258K 0.1% +10 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,180 $257K 0.04% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,171 $255K 0.01% -70 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,170 $255K 0.19% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,164 $253K -76 Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,162 $253K 0.02% -80 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,156 $252K 0.02% -15 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,155 $251K 0.02% -44 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,153 $251K 0.02% -90 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,149 $250K 0.03% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,146 $249K 0.05% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,145 $249K 0.04% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,140 $248K 0.01% +22 13F-HR Timeline Group FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,139 $248K 0.16% -55 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,138 $248K 0.06% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,131 $246K 0.22% +2 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,336 $245K 0.08% -302 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,117 $243K 0.09% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,113 $242K 0.01% +16 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,112 $242K 0.01% -275 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,110 $242K 0.16% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,109 $241K 0.01% +8 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,108 $241K 0.01% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,105 $240K 0.05% -100 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,104 $240K 0.03% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,104 $240K 0.04% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,104 $240K 0.04% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,100 $239K 0.36% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,100 $239K 0.21% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,082 $235K 0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,080 $235K 0.11% -167 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,075 $234K 0.03% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,074 $234K 0.19% -149 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,074 $234K 0.11% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,072 $233K 0.04% new 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 1,068 $232K 0.06% new 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,067 $232K 0.02% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,064 $232K <0.01% +99 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,064 $232K <0.01% new 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,062 $231K 0.01% new 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,060 $231K 0.08% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,059 $230K 0.01% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,058 $230K 0.09% -60 13F-HR/A Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,057 $230K 0.02% -123 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,057 $230K 0.13% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,055 $230K <0.01% -24,645 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,055 $230K 0.02% new 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,053 $229K 0.07% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,052 $229K 0.01% +855 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,052 $229K 0.04% +71 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,051 $229K 0.05% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,051 $229K 0.03% +209 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,050 $228K <0.01% new 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,050 $228K 0.04% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,050 $228K 0.05% -382 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,047 $228K 0.03% -73 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,045 $227K 0.52% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,044 $227K 0.19% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,042 $227K 0.02% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,031 $224K 0.11% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,029 $224K 0.08% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,029 $224K 0.25% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,038 $224K 0.03% -55 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,019 $222K 0.09% -38 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,017 $221K 0.02% -573 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,015 $221K 0.05% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,015 $221K 0.01% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,013 $221K 0.05% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,013 $220K 0.01% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,013 $220K 0.04% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,011 $220K 0.02% new 13F-HR Timeline Group Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 1,007 $219K 0.19% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,007 $219K 0.11% -230 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,006 $219K 0.05% +42 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,002 $218K 0.03% new 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,000 $218K <0.01% new 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 1,000 $218K 0.11% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 997 $217K 0.04% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 997 $217K 0.19% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 988 $215K 0.09% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 983 $214K 0.07% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 982 $214K 0.06% new 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 981 $214K 0.09% -173 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 979 $213K 0.04% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 980 $213K 0.01% -30 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 977 $213K <0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 977 $213K 0.02% -167 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 974 $212K 0.11% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 972 $212K 0.04% -423 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 966 $210K 0.02% new 13F-HR/A Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 966 $210K 0.16% 0 13F-HR/A Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 964 $210K 0.19% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 958 $208K 0.05% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 940 $205K 0.04% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 937 $204K 0.02% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 933 $203K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 932 $203K 0.03% -414 13F-HR Timeline Group COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 931 $203K 0.15% -182 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 930 $202K 0.03% -3,514 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 928 $202K 0.03% new 13F-HR/A Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 928 $202K 0.08% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 918 $202K 0.11% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 922 $201K 0.11% -57 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 922 $201K 0.01% -722 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 921 $200K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 882 $192K 0.01% -1,343 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 859 $187K 0.03% +487 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 858 $187K 0.01% -14 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 836 $182K 0.02% -105 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 816 $178K +64 Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 779 $170K 0.1% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 778 $169K 0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 773 $168K 0.02% +37 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 772 $168K 0.19% +62 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 771 $168K 0.06% 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 758 $165K 0.04% -269 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 747 $162K 0.03% -280 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 731 $159K 0.03% -251 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 730 $159K 0.1% -166 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 728 $158K 0.12% +185 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 720 $157K 0.03% 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 713 $155K 0.11% +8 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 693 $151K <0.01% -1,261 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 743 $149K 0.09% -10,103 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 663 $144K 0.06% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 641 $141K 0.03% -1,413 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 636 $138K 0.05% -35 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 610 $133K 0.01% -6 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 603 $131K 0.05% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 585 $126K 0.1% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 569 $124K 0.04% +9 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 566 $123K 0.01% -118 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 557 $121K 0.09% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 553 $120K 0.01% +100 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 545 $119K 0.09% -7 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 539 $117K 0.05% +280 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 538 $117K 0.01% -25 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 528 $115K 0.01% -174 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 526 $114K 0.05% -369 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 502 $109K 0.01% +95 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 498 $108K 0.04% +21 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 496 $108K <0.01% -2 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 492 $107K 0.01% -18 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 482 $105K 0.08% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 478 $104K 0.15% +4 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 475 $103K 0.02% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 471 $102K <0.01% -231 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 461 $100K 0.08% -46 13F-HR Timeline Trust Co More: the full row for Trust Co 452 $98.4K 0.01% +100 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 448 $97.6K <0.01% +5 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 439 $95.5K 0.09% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 435 $94.7K 0.06% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 430 $93.6K 0.02% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 421 $91.6K 0.03% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 416 $90.5K 0.08% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 411 $89.4K 0.03% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 409 $89.1K <0.01% +337 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 400 $87K 0.01% -900 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 395 $86K <0.01% -24 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 389 $84.7K 0.04% +7 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 389 $84.7K 0.03% -89 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 387 $84.2K 0.16% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 382 $83.1K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 374 $81.4K <0.01% +51 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 372 $80.9K 0.04% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 370 $80.5K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 369 $80.5K 0.01% +69 13F-HR/A Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 370 $80K 0.03% +105 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 367 $79.9K 0.03% +24 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 350 $76.2K 0.02% -23 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 345 $75.1K 0.01% -31 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 347 $75K 0.05% -82 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 333 $72.5K 0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 326 $70.9K 0.01% +128 13F-HR/A Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 326 $70.9K 0.03% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 325 $70.7K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 321 $69.8K 0.03% +31 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 316 $68.9K 0.02% +2 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 313 $68.1K 0.02% -39 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 306 $66.6K 0.01% +26 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 303 $65.9K 0.32% +12 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 300 $65.3K 0.02% -300 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 300 $65.3K 0.03% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 297 $64.6K 0.02% -19 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 282 $61.3K <0.01% -8 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 279 $60.7K 0.01% +18 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 267 $58.2K <0.01% -111 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 267 $58.2K 0.05% +1 13F-HR Timeline