Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,333 $688K 0.61% -101 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,599 $683K 0.04% +1,726 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,311 $682K 0.94% -101 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,276 $671K 0.07% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,259 $666K 0.01% +480 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,291 $665K 0.22% +12 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,508 $664K 0.59% +103 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,250 $664K 0.17% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,241 $661K 0.01% +28 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,241 $661K 0.49% +189 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,239 $660K 0.09% -317 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,236 $659K 0.01% -961 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,232 $658K 0.12% -33 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,225 $656K 0.06% -33 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,224 $656K 0.01% -18 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,217 $654K 0.4% -2 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,213 $653K 0.03% +28 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 2,200 $649K 0.39% -73 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,199 $649K 0.14% +18 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,195 $647K 0.01% new 13F-HR/A Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 2,193 $647K 0.41% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,189 $646K 0.07% -261 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,184 $644K 0.21% +173 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,170 $640K 0.07% +185 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,169 $640K 0.03% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,169 $640K 0.01% +157 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,168 $639K 0.12% +80 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,146 $633K 0.01% -324 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,141 $631K 0.05% +116 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,141 $631K 0.14% +89 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,138 $631K 0.29% -468 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,137 $630K 0.03% +15 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,134 $629K 0.53% +423 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,132 $629K 0.06% -214 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,130 $628K 0.13% +400 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,112 $623K 0.22% -80 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,111 $623K 0.05% +308 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,106 $621K <0.01% -805 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 2,104 $621K 0.33% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,102 $620K 0.25% +361 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,100 $619K 0.47% -800 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,098 $619K 0.08% -186 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,098 $618K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,271 $618K 0.09% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,089 $616K 0.63% -91 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,087 $615K 0.16% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,083 $614K 0.12% -750 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,059 $607K 0.15% +1,120 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,048 $604K 0.09% +49 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 2,054 $603K 0.24% -487 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,035 $600K 0.04% -43 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,032 $599K 0.06% -209 13F-HR Timeline Group SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 2,020 $596K 0.41% -6,102 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,018 $595K 0.11% -29 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,010 $593K 0.51% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,000 $590K 0.5% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,000 $590K 0.5% 0 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 1,996 $589K 0.52% -38 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,980 $584K 0.39% +1 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,975 $582K 0.16% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,975 $582K 0.01% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,973 $582K 0.14% +408 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,972 $582K 0.19% -200 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,971 $581K 0.62% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,965 $580K 0.09% -100 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,956 $577K 0.15% +150 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,947 $574K 0.1% +26 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,947 $574K 0.01% -189 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,930 $569K 0.04% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,926 $568K 0.02% +91 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,900 $560K 0.13% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,889 $557K 0.23% -28 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,877 $554K 0.08% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 1,877 $554K 0.6% -5 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,877 $554K 0.29% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,875 $553K 0.31% -27 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,873 $552K 0.37% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,873 $552K 0.05% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,871 $552K 0.18% -7 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,870 $552K 0.07% +131 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,870 $551K 0.02% -38 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,865 $550K 0.12% +360 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 1,864 $550K 0.13% -50 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,863 $549K 0.03% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,851 $546K 0.04% -129 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,842 $543K 0.15% +121 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,841 $543K 0.61% -625 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,840 $543K 0.01% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,840 $543K 0.21% +173 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,839 $542K 0.06% +224 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,823 $538K 0.2% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,821 $537K 0.06% -128 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,815 $535K 0.07% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,807 $533K 0.02% -102 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,806 $533K 0.11% +699 13F-HR/A Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,804 $532K 0.11% -114 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,800 $531K 0.19% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,800 $531K 0.14% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,785 $526K 0.11% -910 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,796 $525K 0.01% new 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,770 $522K 0.01% +19 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,741 $513K 0.78% -925 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 1,738 $513K 0.19% -19 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,737 $512K 0.04% +1,736 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,733 $511K 0.22% +20 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,731 $511K 0.54% -30 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,730 $510K 0.15% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,726 $509K 0.12% -50 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,731 $508K 0.16% +1,280 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,715 $506K 0.04% -66 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,701 $502K 0.06% -13,444 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 1,700 $501K <0.01% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,691 $499K 0.07% +36 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,686 $497K <0.01% +162 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,683 $496K 0.02% -99 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,682 $496K 0.03% -3 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,677 $495K 0.07% -133 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,676 $494K 0.25% +264 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,673 $493K 0.01% -69 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,834 $493K 0.03% +140 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,671 $493K 0.12% +3 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,670 $492K <0.01% -310 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,663 $491K 0.02% +123 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,660 $490K 0.04% -19,563 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,660 $490K 0.06% +55 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,659 $489K 0.01% -26 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,659 $489K 0.3% -90 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,651 $487K 0.01% -58 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,650 $487K 0.06% +825 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,649 $486K <0.01% +60 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,641 $484K 0.23% -108 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,637 $483K 0.07% -1,050 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,628 $480K 0.04% -126 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,622 $478K 0.17% -24 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,613 $476K 0.08% +16 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,602 $473K 0.03% +164 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,603 $473K 0.01% +277 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,603 $473K 0.12% -484 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,601 $472K 0.03% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,600 $472K 0.26% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,594 $470K 0.07% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,583 $467K 0.02% -118 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,582 $467K 0.02% +11 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,581 $466K 0.39% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 1,574 $464K 0.04% +13 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,572 $464K 0.04% +42 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,569 $463K 0.12% -440 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,566 $462K 0.02% +230 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,563 $461K 0.05% -96 13F-HR/A Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 1,561 $460K 0.12% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,553 $458K 0.04% +341 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,552 $458K 0.2% +806 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,541 $454K 0.04% +39 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,540 $454K 0.43% +72 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,539 $454K 0.03% +28 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,534 $452K 0.02% 0 13F-HR Timeline Group ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,533 $452K 0.1% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,530 $451K 0.01% +12 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,521 $449K 0.01% -1,454 13F-HR Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,521 $449K 0.11% -679 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,517 $447K 0.02% -347 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,512 $446K 0.01% +81 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,511 $445K 0.04% -172 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 1,510 $445K 0.09% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,502 $443K 0.03% -4,700 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,672 $443K 0.15% +172 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,500 $442K 0.16% -300 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,499 $442K 0.03% +7 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,498 $442K 0.14% +1 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,498 $442K 0.08% +2 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,484 $438K 0.28% +8 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,484 $438K 0.04% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,483 $437K 0.07% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,483 $437K 0.27% -121 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,482 $437K 0.29% -54 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,485 $437K 0.02% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,478 $436K 0.17% -40 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,478 $436K 0.15% -91 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,477 $436K 0.23% +725 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,476 $435K 0.16% -220 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,476 $435K 0.18% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,468 $433K 0.04% +216 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,465 $432K 0.06% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,463 $431K 0.03% -5 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,459 $430K 0.06% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,456 $429K 0.2% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,451 $428K 0.28% +123 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,450 $428K 0.04% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,448 $427K 0.02% new 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,439 $424K 0.25% -95 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,435 $423K 0.29% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,435 $423K 0.3% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,423 $420K 0.11% -21 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,420 $419K 0.06% +41 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,419 $419K 0.1% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,591 $417K 0.04% -27 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,413 $417K 0.01% +13 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,402 $413K 0.53% +94 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,524 $413K 0.16% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,398 $412K 0.24% -191 13F-HR Timeline