GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,617 $922K 0.24% +232 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,378 $921K 0.02% +285 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,376 $921K 0.36% -70 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,375 $920K 0.03% -4,742 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,369 $919K 0.41% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,367 $918K 0.08% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,365 $918K 0.01% +61 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,346 $912K 0.02% +83 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,332 $909K 0.04% +1,769 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,319 $905K 0.16% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,315 $904K 0.08% -46 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,313 $904K 0.56% -5 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,287 $896K 0.03% -600 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,278 $894K 0.16% +83 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,271 $892K 0.47% -3,852 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,257 $888K 0.02% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,247 $886K 0.01% +48 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,226 $880K 0.07% +8 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,215 $877K 0.35% -26 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,209 $875K 0.06% +2 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 3,209 $875K 0.27% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,206 $874K 0.02% +395 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,200 $873K 0.07% +66 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,200 $873K 0.17% -200 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,183 $868K 0.03% -647 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 3,182 $868K 0.18% -54 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,178 $867K 0.37% -200 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,165 $863K 0.02% -300 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,146 $858K 0.1% -15 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,316 $857K 0.14% -1,004 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,136 $855K 0.24% +464 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,134 $855K 0.01% -15 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,134 $855K 0.12% -64 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 3,125 $852K 0.02% -300 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,120 $851K 0.07% 0 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 3,134 $851K +847 Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,117 $850K 0.32% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,103 $846K 0.1% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,103 $846K 0.07% +10 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,081 $840K 0.06% -466 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,063 $835K 0.01% +484 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,046 $831K 0.05% -2 13F-HR Timeline CROBAN More: the full row for CROBAN 3,040 $829K 0.55% -152 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,064 $829K 0.04% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 3,035 $828K 0.52% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,022 $824K 0.01% +33 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,995 $817K 0.04% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,957 $806K 0.04% -87 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,955 $806K 0.01% -10 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,948 $804K 0.02% +1,234 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,033 $804K 0.28% -232 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,926 $798K 0.1% -2,830 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,925 $798K 0.02% -66 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,921 $797K 0.19% -504 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,913 $794K 0.29% -908 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,904 $792K 0.08% -1,706 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,895 $790K 0.08% -45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,895 $790K 0.01% -5,847 13F-HR/A Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 2,895 $790K 0.36% +90 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,875 $784K 0.04% -446 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,874 $784K 0.03% -561 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,842 $775K 0.08% +567 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,840 $775K 0.09% -357 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,839 $774K 0.23% -300 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,834 $773K 0.02% +21 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,832 $772K 0.34% -100 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,831 $772K 0.06% +61 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,033 $772K 0.12% -26 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,827 $771K 0.05% +13 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,825 $770K 0.17% +708 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,813 $767K 0.06% -33 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,808 $766K 0.18% +726 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,804 $765K 0.21% -65 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 2,802 $764K 0.15% +100 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 2,798 $763K 0.3% -313 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,794 $762K 0.04% -120 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,793 $762K 0.03% +96 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,788 $760K 0.15% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,783 $759K 0.23% +180 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,775 $757K 0.1% -1,122 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,762 $753K 0.2% +321 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,751 $750K 0.03% -27 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 2,733 $745K 0.31% +26 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,710 $739K 0.22% -17 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,709 $739K 0.14% +42 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,705 $738K 0.01% +35 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,672 $729K 0.16% +14 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,700 $725K 0.11% 0 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,640 $720K 0.17% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,639 $720K 0.02% +561 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,636 $719K 0.07% +7 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,624 $716K 0.11% -8 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,619 $714K 0.04% +115 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,615 $713K 0.14% -210 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,606 $711K 0.18% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,602 $710K 0.06% -169 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,599 $709K 0.41% +61 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,596 $708K 0.01% +42 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,569 $701K 0.02% -390 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,482 $701K 0.09% -94 13F-HR/A Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,546 $694K 0.04% +227 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,541 $693K 0.01% +135 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,540 $693K 0.02% +53 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,534 $691K 0.02% +5 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,517 $686K 0.02% +1,273 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,511 $685K <0.01% +62 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,505 $683K 0.09% -51 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,503 $683K 0.02% -2 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,502 $682K -309 Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 2,500 $682K 0.28% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,492 $680K 0.01% +227 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,490 $679K 0.17% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,301 $679K 0.07% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,485 $678K 0.5% -9 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,484 $677K 0.49% +23 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,484 $677K 0.04% -100 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,482 $677K 0.03% +29 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,481 $677K 0.31% -294 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,459 $671K 0.21% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 2,450 $668K 0.43% +45 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,425 $661K 0.03% -2,143 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,420 $660K 0.07% -198 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,419 $660K 0.02% 0 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 2,413 $658K 0.4% +512 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,403 $655K 0.54% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,293 $655K 0.05% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,398 $654K 0.07% -540 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 2,393 $653K 0.32% -16 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,393 $653K 0.03% +1 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,391 $652K 0.01% -19 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,380 $649K 0.44% -60 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,375 $648K 0.27% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,374 $647K 0.02% +15 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,370 $646K 0.02% -834 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,404 $646K 0.07% -4 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,365 $645K 0.39% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,360 $644K 0.09% -128 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,354 $642K 0.06% -30 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,329 $635K 0.04% +774 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,297 $626K 0.01% +285 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,297 $626K 0.03% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,295 $626K 0.49% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,281 $622K 0.01% -59 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,269 $619K 0.18% +127 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,257 $616K 0.07% -33 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,257 $616K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,248 $613K 0.05% -216 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,247 $613K 0.21% +202 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,242 $611K 0.01% +798 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,239 $611K 0.01% -917 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 2,236 $610K 1.67% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,233 $609K 0.1% +1,204 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,227 $607K 0.01% -78 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,225 $607K 0.01% -241 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 2,221 $606K 0.3% +25 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,218 $605K 0.06% +1,272 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,218 $605K 0.01% -78 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,217 $605K 0.3% +1 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,209 $602K 0.04% +672 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,207 $602K 0.88% -323 13F-HR/A Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,207 $602K 0.06% -671 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 2,193 $598K 0.39% -30 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,192 $598K 0.08% 0 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,176 $593K 0.21% +8 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,169 $592K 0.02% -5,916 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,168 $591K 0.02% -113 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2,168 $591K 0.32% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,165 $590K 0.03% +1,072 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,156 $588K -24 Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,152 $587K 0.13% -2,631 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,150 $586K 0.14% -100 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,139 $583K 0.04% -80 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,137 $583K 0.08% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,126 $580K 0.07% +32 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,387 $575K 0.2% +32 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,098 $572K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,091 $570K 0.5% +90 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,090 $570K <0.01% -1,021 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,086 $569K 0.01% +197 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,086 $569K 0.23% -70 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,887 $566K 0.2% +63 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,064 $563K 0.05% -165 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 2,062 $562K 0.18% +1 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,047 $558K 0.09% -76 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,046 $558K 0.05% +3 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,032 $554K 0.05% 0 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,021 $551K <0.01% -271 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,019 $551K 0.04% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,172 $550K 0.36% -104 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,014 $549K 0.07% -34 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,012 $549K 0.26% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,010 $548K 0.42% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,006 $547K 0.1% -196 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,000 $545K 0.06% +98 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,000 $545K 0.42% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,000 $545K 0.34% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,993 $544K 0.05% +98 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,992 $543K 0.32% +4 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,978 $539K 0.03% +203 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,978 $539K 0.14% +6 13F-HR Timeline