W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,132 $492K 0.31% -358 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,120 $491K 0.06% -65 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 3,116 $490K 0.05% +185 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,167 $488K <0.01% -370 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,105 $488K 0.06% -83 13F-HR Timeline Tejara Capital Ltd More: the full row for Tejara Capital Ltd 3,100 $487K 0.16% -2,300 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,092 $486K 0.36% +31 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,083 $485K 0.01% -339 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,077 $484K 0.07% -75 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,072 $483K 0.16% -10 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,060 $481K 0.02% -6 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,056 $480K 0.02% +1,366 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,045 $479K 0.01% -223 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,037 $478K 0.05% +1,102 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,192 $477K 0.01% +244 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,020 $475K 0.03% -149 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,966 $466K 0.04% +1,490 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,957 $465K 0.06% +21 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,943 $463K 0.01% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,913 $458K 0.05% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,907 $457K 0.02% +363 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,898 $456K 0.01% +162 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,880 $453K 0.01% +218 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,879 $453K 0.04% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,873 $452K 0.21% +171 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,860 $450K 0.05% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,856 $449K 0.01% -359 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,850 $448K 0.01% -1,648 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,848 $448K <0.01% +838 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,844 $447K 0.02% +524 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,838 $446K 0.01% -388 13F-HR Timeline Group Exchange Bank More: the full row for Exchange Bank 2,837 $446K 0.31% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 2,294 $445K 0.33% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,826 $444K 0.06% -15 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,826 $444K 0.08% +1,318 13F-HR Timeline Group Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,818 $443K 0.01% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,817 $443K <0.01% +543 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,812 $442K 0.07% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,803 $441K 0.19% -154 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,803 $441K 0.03% +57 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 3,032 $441K 0.01% +782 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,800 $440K 0.1% +484 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,800 $440K 0.08% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,798 $440K 0.18% -37 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,793 $439K 0.02% -783 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,793 $439K 0.03% -334 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,774 $436K <0.01% +32 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,724 $432K 0.03% -1,045 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,717 $427K 0.07% -319 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,700 $425K 0.03% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,693 $423K 0.01% +176 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,692 $423K 0.02% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,680 $421K 0.06% -164 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,676 $421K 0.01% -132 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,672 $420K 0.01% -558 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,668 $419K 0.14% +171 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,670 $419K 0.07% -104 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,654 $417K 0.01% -64 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,652 $417K 0.21% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,648 $416K 0.01% +739 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,610 $410K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,606 $410K 0.04% +219 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,604 $409K 0.01% -234 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,653 $409K 0.05% +181 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,602 $409K 0.03% +1,178 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,591 $407K 0.02% -521 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,589 $407K 0.01% -188 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,574 $405K 0.03% +1,139 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,566 $403K 0.12% +1,000 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,565 $403K 0.17% -235 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,539 $403K 0.18% +76 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,560 $403K 0.01% -31 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,591 $401K <0.01% 0 13F-HR Timeline Group Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,545 $400K 0.27% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,507 $394K 0.08% -35 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 2,500 $393K 0.17% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 2,500 $393K 0.89% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,488 $391K 0.01% -234 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,468 $388K 0.13% -220 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,463 $387K <0.01% new 13F-HR Timeline Group Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,462 $387K 0.31% -3 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,453 $386K 0.04% -105 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,448 $385K 0.02% -7 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,438 $383K 0.02% +493 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,434 $383K <0.01% -581 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,454 $382K 0.01% -804 13F-HR Timeline Kintayl Capital LP More: the full row for Kintayl Capital LP 2,421 $381K 0.23% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,411 $379K 0.03% +307 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,410 $379K 0.04% +218 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,401 $378K 0.02% +974 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,388 $375K 0.01% +200 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,929 $374K 0.06% -770 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,364 $372K 0.03% -154 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,359 $371K 0.01% -133 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,357 $371K 0.14% -25 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,339 $368K 0.05% new 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,334 $367K 0.01% +75 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,328 $366K 0.05% -138 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,316 $364K 0.01% +511 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,305 $362K 0.37% 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,291 $360K 0.02% -30 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,266 $356K 0.01% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,241 $352K 0.17% -5 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,238 $352K 0.08% -335 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,233 $351K -278 Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 2,229 $351K 0.16% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,219 $349K <0.01% +180 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,215 $348K 0.02% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,201 $346K 0.03% +50 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,198 $346K <0.01% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,199 $346K 0.02% +82 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,200 $346K <0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,180 $343K 0.22% +100 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,176 $342K 0.1% +2 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,749 $339K 0.02% -27 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,153 $339K 0.01% +474 13F-HR Timeline JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 2,140 $336K 0.01% -346 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,135 $336K 0.05% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,135 $336K 0.27% +54 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,139 $335K 0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,130 $335K 0.02% -294 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,122 $334K 0.09% -10 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,119 $333K 0.2% +152 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,115 $333K 0.23% +675 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,108 $332K 0.12% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,100 $330K 0.02% +203 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,081 $327K 0.1% -4 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,078 $327K 0.04% +742 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,077 $327K 0.05% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 2,072 $326K 0.01% -103,765 13F-HR/A Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,102 $325K 0.05% -16 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 2,060 $324K 0.03% +156 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,055 $323K 0.04% +317 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,051 $323K 0.01% +428 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,045 $322K 0.04% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,045 $322K 0.08% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,040 $321K 0.01% -528 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,033 $320K <0.01% +410 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,032 $319K 0.02% 0 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,031 $319K 0.01% -983 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,028 $319K 0.03% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,028 $319K <0.01% -66 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,021 $318K 0.02% -940 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,020 $318K 0.05% +125 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,016 $317K 0.01% -338 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,000 $314K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,035 $314K 0.03% +22 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,997 $314K 0.17% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,994 $314K 0.07% +19 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,992 $313K <0.01% +956 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,987 $312K 0.27% +508 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,986 $312K 0.03% +32 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,986 $312K 0.27% +54 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,363 $312K 0.1% +345 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,981 $312K 0.03% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,980 $311K 0.1% -66 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,966 $309K 0.04% -405 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,943 $305K 0.01% +10 13F-HR/A Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,942 $305K 0.22% +800 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,942 $305K 0.01% +11 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,941 $305K 0.09% new 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 1,935 $304K 0.3% +580 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,931 $304K 0.02% +190 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,929 $303K 0.02% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,904 $299K 0.02% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,892 $297K 0.01% +43 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,872 $294K 0.02% -222 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 1,872 $294K 0.05% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,865 $293K 0.01% -14 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,858 $292K 0.02% +484 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,854 $291K 0.03% +62 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,853 $291K 0.03% +39 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,851 $291K 0.02% +127 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,844 $290K 0.05% +385 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,843 $290K 0.02% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,839 $289K 0.03% -720 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,832 $288K 0.02% +37 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,816 $286K 0.09% +590 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,814 $285K 0.02% -33 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,824 $285K <0.01% -191 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,813 $285K 0.02% -113 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 1,807 $284K 0.09% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,804 $284K <0.01% -1 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,795 $282K 0.05% +112 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,791 $282K 0.01% -44 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,777 $279K 0.04% -35 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,773 $279K -464 Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,768 $278K 0.06% -297 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,935 $277K 0.21% +562 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,761 $277K 0.03% new 13F-HR Timeline Group MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,752 $275K 0.01% -1 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,733 $272K 0.12% -39 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 1,727 $272K 0.07% +2 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,724 $271K 0.02% +46 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,715 $270K 0.02% +407 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,714 $269K 0.02% +95 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,805 $269K 0.14% -50 13F-HR Timeline SBI Securities Co., Ltd. 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