SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,426 $995K 0.34% -1,166 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,404 $989K 0.08% -38 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,390 $985K 0.44% +785 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,373 $980K 0.16% -57 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,364 $977K 0.45% +20 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,363 $977K 0.07% +6 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,361 $976K 0.01% -2,611 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 3,352 $976K 0.04% +2,000 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,346 $972K 0.1% +651 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,345 $972K 0.17% -116 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,325 $966K 0.02% +1,195 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,316 $964K 0.02% +2,091 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,316 $963K 0.05% +2,092 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,314 $963K 0.14% +104 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,308 $961K 0.06% -315 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,298 $958K 0.01% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,297 $958K 0.12% -891 13F-HR Timeline Trust Co More: the full row for Trust Co 3,291 $956K 0.09% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 3,285 $954K 0.57% +170 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,269 $950K 0.1% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,267 $949K 0.36% -34 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 3,219 $935K 0.32% -556 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,218 $935K 0.01% +260 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,210 $933K 0.2% -119 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 3,209 $932K 0.28% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,208 $932K 0.07% -427 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,204 $931K 0.03% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,197 $929K 0.02% +1,107 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 3,193 $928K 0.03% -1,376 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 3,186 $925K 0.26% +345 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,178 $923K 0.38% 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,171 $921K 0.01% -23,568 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,161 $918K 0.17% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,011 $917K 0.69% +1,576 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,148 $915K 0.05% -1,511 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,110 $904K 0.03% +25 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,106 $902K 0.01% +151 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,103 $901K 0.11% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,102 $901K 0.16% +91 13F-HR/A Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 3,100 $901K <0.01% new 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,073 $893K 0.57% -10 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,070 $892K 0.08% -50 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,069 $892K 0.37% -42 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,065 $890K -155 Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,060 $889K 0.02% new 13F-HR/A Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,053 $887K 0.78% -8,331 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,044 $884K 0.05% -2 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,024 $878K 0.11% +86 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,021 $878K 0.39% -335 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,010 $874K 0.2% -65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. South Dakota Investment Council More: the full row for South Dakota Investment Council 3,005 $873K 0.02% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,003 $872K 0.1% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,997 $871K 0.25% +80 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,993 $869K 0.23% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,929 $869K 0.03% +1,535 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,925 $865K 0.27% -298 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,976 $864K 0.04% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,973 $864K 0.03% -140 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,973 $864K 0.09% +327 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,957 $859K 0.07% +135 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,938 $853K 0.35% -95 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,913 $846K 0.08% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,904 $844K 0.15% -220 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,870 $834K 0.1% +1,492 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,826 $821K 0.1% +32 13F-HR/A Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,814 $817K 0.09% -176 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,813 $817K 0.12% -21 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,801 $814K 0.06% +108 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,787 $810K 0.21% +67 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,754 $800K 0.02% -83 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,753 $800K 0.14% -35 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,752 $799K 0.63% +1,519 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,729 $793K 0.05% -98 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,727 $792K 0.02% +714 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,720 $790K 0.01% +50 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,692 $782K 0.05% -464 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,687 $781K 0.03% +2,121 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,685 $780K 0.03% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,680 $779K 0.17% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,678 $778K 0.33% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,656 $772K 0.19% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,634 $765K 0.44% +269 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,630 $764K 0.09% -105 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,628 $763K 0.06% -85 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,624 $762K 0.02% new 13F-HR Timeline Group Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 2,623 $762K 0.57% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,614 $759K 0.04% -80 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,601 $756K 0.15% new 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,597 $754K 0.1% -13 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,585 $751K 0.18% -23 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,568 $746K 0.02% +47 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 2,567 $746K 0.12% -966 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,561 $744K 0.23% -69 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,549 $741K 0.02% +4 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,986 $738K 0.11% -709 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,539 $737K 0.27% -815 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,529 $735K 0.35% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,527 $734K 0.04% -149 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,524 $733K 0.05% +1,102 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,523 $733K 0.02% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,520 $732K 0.25% -322 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,518 $731K 0.06% -50 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,517 $731K 0.04% -86 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,515 $731K 0.17% -35 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 2,500 $726K 0.32% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,492 $724K 0.22% +394 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 2,492 $724K 0.16% -570 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,477 $722K 0.01% +282 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,479 $720K 0.01% -3,983 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,478 $720K 0.02% -807 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,476 $719K 0.02% +219 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,474 $719K 0.01% -105 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 2,469 $717K 0.38% -1,137 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,468 $717K 0.35% -289 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,459 $714K 0.23% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,452 $712K 0.04% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,460 $712K 0.05% +78 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,450 $712K 0.03% +61 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,448 $711K 0.04% -14 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,442 $709K 0.08% +223 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,442 $709K 0.14% -58 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,428 $705K 0.01% -59 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 2,423 $704K 0.53% +369 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,415 $702K 0.03% +91 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,412 $701K 0.05% +885 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 2,405 $699K 0.02% +15 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,400 $697K 0.04% -82 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,385 $693K 0.07% -21 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,378 $691K 0.01% -50 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,374 $690K 0.04% -896 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,368 $688K 0.6% -18 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,367 $687K 0.01% -19 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 2,362 $686K 0.12% -5,130 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,327 $676K 0.03% +4 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,325 $675K 0.29% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,320 $674K 0.02% -66 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,317 $673K 0.02% -12 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,312 $672K 0.01% +1,309 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,298 $668K 0.01% new 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,295 $667K 0.06% +27 13F-HR Timeline Group Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,295 $667K 0.38% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,294 $666K <0.01% new 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,288 $665K 0.02% +95 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,280 $662K 0.03% +23 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,275 $661K 0.01% +109 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,266 $658K 0.03% -36 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,250 $654K 0.03% -185 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,240 $651K 0.44% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,220 $645K 0.28% +11 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,219 $644K 0.44% -89 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,211 $642K 0.13% -216 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,200 $639K <0.01% -1,479 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,185 $635K 0.14% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,183 $634K 0.14% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,174 $632K 0.56% +336 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,170 $630K 0.02% +140 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2,168 $630K 0.3% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 2,151 $625K 0.16% +89 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,140 $622K 0.17% -10 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 2,046 $621K 0.54% -236 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,138 $621K 0.01% -174 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,131 $619K 0.26% -1,433 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,129 $618K 0.06% -306 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,128 $618K 0.07% -220 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,122 $616K 0.1% 0 13F-HR Timeline Group Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,103 $611K 0.21% +19 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,101 $610K 0.23% -11 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,098 $609K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Maia Wealth LLC More: the full row for Maia Wealth LLC 2,094 $608K 0.1% -717 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 2,092 $608K 0.27% -5 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,072 $605K 0.01% +668 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,081 $605K 0.01% -55 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,079 $604K 0.02% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,065 $600K 0.1% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,052 $596K <0.01% -532 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,050 $595K 0.03% -624 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 2,046 $594K 0.32% +41 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,042 $593K 0.07% +534 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,042 $593K 0.38% -124 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,040 $593K 0.4% +40 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,040 $593K 0.01% -38 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,040 $593K 0.05% -239 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,032 $590K 0.14% +843 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,024 $588K 0.05% -288 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,020 $587K 0.04% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,016 $586K 0.29% +380 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,014 $585K 0.93% -339 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,004 $582K 0.06% +70 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,000 $581K 0.44% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,000 $581K 0.37% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,998 $580K 0.04% +460 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,998 $580K 0.04% +308 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,992 $579K 0.02% +560 13F-HR/A Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,992 $579K 0.01% -402 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,986 $577K 0.07% +37 13F-HR Timeline ANB BANK More: the full row for ANB BANK 1,986 $577K 0.23% +20 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,985 $577K 0.01% +52 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,981 $575K 0.34% +11 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,981 $575K 0.16% +254 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. 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