LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,774 $552K 0.09% -340 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,771 $552K 0.02% +43 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,769 $551K 0.06% -100 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 2,764 $550K 0.18% -3,315 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,760 $549K 0.22% -36 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,457 $549K 0.04% +77 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,754 $548K 0.22% 0 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 2,750 $547K 0.6% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,740 $545K 0.03% +143 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,738 $545K 0.02% -70 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,722 $542K 0.1% -121 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,720 $541K 0.32% 0 13F-HR Timeline Niles Investment Management, LLC More: the full row for Niles Investment Management, LLC 2,720 $541K 0.49% -31,768 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,715 $540K 0.16% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,708 $539K 0.02% +1,486 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,707 $539K 0.05% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,703 $538K 0.21% 0 13F-HR/A Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,700 $537K 0.54% +35 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,699 $537K 0.08% +1,010 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,694 $536K 0.14% -54 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,694 $536K 0.11% -75 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,687 $535K 0.06% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,678 $533K 0.06% +704 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,678 $533K 0.13% +31 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 2,676 $533K 0.23% -97 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,543 $530K 0.07% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,655 $528K 0.03% +232 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,652 $528K 0.04% +377 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,643 $526K 0.03% -130 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,640 $525K 0.02% +477 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 2,640 $525K 0.45% +169 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 2,635 $524K 0.23% 0 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 2,625 $522K 0.02% +70 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,609 $519K 0.01% -2,825 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,609 $519K 0.02% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,600 $517K 0.04% -24 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,600 $517K 0.17% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,597 $517K 0.01% +327 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,594 $516K 0.19% +304 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,590 $515K 0.21% +900 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,582 $514K 0.07% +1,051 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 2,581 $514K 4.75% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,578 $513K 0.18% -716 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,576 $513K 0.04% -320 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,563 $510K 0.08% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 2,225 $509K 0.3% -460 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,559 $509K 0.03% +189 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $509K 0.3% -2,788 13F-HR Timeline Amount filed as zero, left out of ratios. Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,553 $508K 0.26% +513 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,537 $505K 0.05% +31 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,537 $505K 0.04% -22 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,533 $504K 0.31% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,531 $504K 0.01% new 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 2,530 $504K 0.12% +580 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,526 $503K 0.64% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,518 $501K 0.25% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,515 $501K 0.01% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,513 $500K 0.01% -169 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,511 $500K 0.05% +69 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,511 $500K 0.09% -57 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 2,404 $500K 0.32% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,507 $499K 0.03% +1,067 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,504 $498K 0.07% -336 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 2,500 $498K 0.04% -3,500 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 2,500 $498K 0.16% -114 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 2,500 $498K 0.02% new 13F-HR Timeline Group S. R. Schill & Associates More: the full row for S. R. Schill & Associates 2,500 $498K 0.34% +39 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,269 $497K 0.06% -6 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,493 $496K 0.03% +133 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,491 $496K 0.45% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,485 $495K 0.03% -2,969 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,481 $494K 0.14% +28 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,475 $493K 0.08% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,469 $491K 0.02% +75 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,263 $491K 0.08% -100 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,466 $491K 0.09% +20 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,461 $490K 0.09% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,457 $489K 0.11% new 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 2,452 $488K 0.17% -58 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 2,448 $487K 0.03% new 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,176 $487K 0.11% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,444 $486K 0.04% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,439 $485K 0.05% +72 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,045 $485K 0.17% +197 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,213 $485K 0.03% +669 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,436 $485K 0.04% 0 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,432 $484K 0.06% +16 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,431 $484K 0.03% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 2,430 $484K 0.07% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,429 $483K 0.09% +440 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,425 $483K 0.45% +1,400 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,421 $482K 0.17% -531 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,417 $481K 0.2% -2 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,417 $481K 0.31% -390 13F-HR Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,411 $480K 0.17% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,207 $479K 0.05% +41 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,390 $476K 0.51% +872 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,389 $476K 0.03% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 2,385 $475K 0.03% -1,085 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,383 $474K 0.05% +112 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,381 $474K 0.06% +5 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 2,500 $473K 0.34% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,372 $472K 0.05% +185 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,363 $470K 0.02% -150 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,358 $469K 0.32% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 71 West Capital Partners More: the full row for 71 West Capital Partners 2,352 $468K 0.02% +640 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,349 $468K 0.01% new 13F-HR/A Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,348 $467K 0.06% -15 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,347 $467K 0.04% -403 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,346 $467K 0.11% +243 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,324 $463K 0.06% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,321 $462K 0.11% new 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 2,317 $461K 0.27% -13 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,308 $459K 0.13% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,302 $458K 0.05% +254 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,299 $458K 0.02% +400 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,292 $456K 0.08% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,292 $456K 0.23% -10 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 2,290 $456K 0.01% new 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,284 $455K 0.05% +15 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,280 $454K 0.1% +595 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,271 $452K 0.36% -1,858 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,072 $451K 0.12% +85 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,256 $449K 0.12% +35 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,256 $449K 0.02% -7 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,252 $448K 0.05% +519 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 2,249 $448K 0.32% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,246 $447K 0.05% -83 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,245 $447K 0.09% +806 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 2,244 $447K 0.04% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,238 $445K 0.04% -34 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,152 $445K 0.29% +405 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,233 $444K 0.34% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,233 $444K 0.23% -3 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,230 $444K 0.06% +624 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,229 $444K 0.04% +105 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 1,968 $440K 0.1% 0 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 2,210 $440K 0.1% -5 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,200 $438K 0.08% -71 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 2,199 $438K 0.4% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,198 $438K 0.08% +136 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,194 $437K 0.16% -63 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,187 $435K 0.05% +107 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2,186 $435K 0.2% -1,539 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,184 $435K 0.15% +223 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,181 $434K 0.11% -99 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,178 $433K 0.01% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,177 $433K 0.08% -35 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,175 $433K 0.1% 0 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 2,174 $433K 0.03% -290 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,167 $431K 0.02% -20 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 2,165 $431K 0.21% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,163 $431K 0.12% -25 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,161 $430K 0.02% +278 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,158 $430K 0.39% +548 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,155 $429K 0.04% +197 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,151 $428K 0.01% -203 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 2,150 $428K 0.14% +34 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,149 $428K 0.15% +154 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,963 $427K 0.05% +21 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 2,146 $427K 0.13% +42 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,143 $427K 0.15% +50 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,140 $426K 0.01% +303 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,136 $425K 0.04% +218 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,125 $423K 0.02% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,123 $423K 0.02% +964 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,116 $421K <0.01% -74 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,110 $420K 0.04% -125 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,100 $418K 0.24% +189 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,100 $418K 0.35% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,099 $418K 0.02% -139 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,097 $417K 0.01% +848 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,095 $417K 0.23% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,094 $417K 0.02% +83 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,089 $416K 0.02% -2,729 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,084 $415K 0.02% -1 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 2,082 $414K 0.57% new 13F-HR Timeline Group PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,850 $414K 0.24% -200 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,072 $412K 0.18% +391 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,071 $412K 0.02% new 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,066 $411K 0.08% -54 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,062 $410K 0.08% +56 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,888 $410K 0.02% -57 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,058 $410K 0.3% -219 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,973 $409K 0.03% +88 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,055 $409K 0.17% +206 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,050 $408K 0.45% new 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,052 $408K 0.01% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,047 $407K 0.05% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,045 $407K 0.05% +220 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,044 $407K 0.01% +760 13F-HR Timeline Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. More: the full row for Alyeska Investment Group, L.P. 2,039 $406K <0.01% -2,250,411 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,037 $405K 0.04% -1,349 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,033 $405K -17 Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 2,032 $404K 0.09% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,030 $404K 0.03% -31 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,030 $404K 0.05% +845 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,025 $403K 0.16% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,024 $403K 0.03% +49 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,023 $403K 0.46% +7 13F-HR Timeline