CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,929 $438K 0.02% -28 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,928 $437K 0.01% +889 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,928 $437K 0.08% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,926 $437K 0.05% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,925 $437K 0.26% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,921 $436K 0.08% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,915 $434K 0.12% +1,900 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,903 $432K 0.01% -928 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,826 $431K 0.01% -344 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,897 $430K 0.02% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,784 $430K 0.14% -39 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,895 $430K 0.03% -14 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,894 $430K 0.09% +490 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,888 $428K 0.11% -233 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,854 $421K 0.04% -17 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,811 $416K 0.46% 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 1,833 $416K 0.23% +17 13F-HR/A Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,831 $415K 0.04% +894 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,823 $414K 0.08% -125 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,818 $412K 0.05% -1,300 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,815 $412K 0.03% +94 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,813 $411K 0.05% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,796 $407K 0.02% +520 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 1,795 $407K 0.16% new 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 1,787 $405K 0.02% -28 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,784 $405K 0.1% 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,770 $401K 0.01% +877 13F-HR/A Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 1,767 $401K 0.02% +15 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,762 $400K 0.02% -399 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,760 $399K 0.02% +138 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,753 $398K <0.01% -320 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,742 $395K 0.4% -131 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,742 $395K 0.35% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,741 $395K 0.03% -6 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,737 $394K 0.15% -55 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,737 $394K 0.02% +1,650 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,728 $392K <0.01% -3 13F-HR Timeline City State Bank More: the full row for City State Bank 1,725 $391K 0.14% -168 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,716 $389K 0.07% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,711 $388K 0.05% +441 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,710 $388K 0.09% -101 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,699 $385K 0.03% +20 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,689 $383K 0.02% +66 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,685 $382K 0.07% 0 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,683 $382K 0.08% -1,892 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,681 $381K 0.45% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,678 $381K 0.02% +1 13F-HR/A Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,672 $379K <0.01% -610 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,669 $379K 0.18% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,663 $377K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,661 $377K 0.26% -294 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,658 $376K 0.11% +107 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,652 $375K 0.03% -3 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,647 $374K 0.01% +40 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,646 $373K 0.01% +93 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 1,643 $373K 0.02% -523 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,641 $372K 0.01% -159 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,640 $372K 0.08% +611 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,639 $372K 0.01% -437 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,635 $371K 0.04% +115 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,628 $369K 0.03% -97 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,577 $368K 0.37% +581 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,623 $368K 0.33% -97 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,622 $368K 0.01% -2,320 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,615 $366K 0.01% -457 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,613 $366K 0.12% 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,611 $365K 0.07% -162 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,609 $365K 0.01% -72 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,607 $365K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,606 $364K 0.14% +1,381 13F-HR Timeline YCG, LLC More: the full row for YCG, LLC 1,601 $363K 0.03% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,600 $363K 0.02% -44 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,600 $363K 0.26% -21 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,595 $362K 0.07% -1,270 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,593 $361K 0.3% 13F-HR/A Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,593 $361K <0.01% -70 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,591 $361K 0.03% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,590 $361K 0.06% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,589 $360K 0.04% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,587 $360K 0.07% +266 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,586 $360K 0.69% +70 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,586 $360K 0.06% -100 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 1,583 $359K 0.26% 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 1,583 $359K 0.07% -210 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 1,574 $357K 0.08% +7 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,573 $357K 0.31% +491 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,572 $357K 0.03% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,571 $356K 0.17% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,557 $353K 0.16% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,555 $353K 0.07% +284 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,544 $350K 0.03% +496 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,542 $350K <0.01% -1,157 13F-HR/A Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,540 $349K 0.05% -9 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,540 $349K 0.21% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,539 $349K 0.08% -241 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,538 $349K 0.02% -205 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,537 $349K 0.26% -30 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,535 $348K 0.2% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,534 $348K <0.01% -88 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,531 $347K 0.05% +388 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,531 $347K 0.01% +215 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,528 $347K 0.03% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,520 $345K 0.01% +52 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 1,544 $343K 0.25% +32 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,506 $342K 0.17% +499 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,502 $341K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,497 $340K 0.22% -3 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,491 $338K 0.04% +276 13F-HR/A Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,483 $337K 0.04% +193 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 1,475 $335K 0.08% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,375 $335K 0.02% -454 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,472 $334K 0.07% -255 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,472 $334K 0.02% +253 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,459 $331K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,458 $331K 0.02% +199 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,456 $330K 0.01% +127 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,455 $330K 0.03% new 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,453 $330K 0.12% -78 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,452 $329K 0.01% -35 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,450 $329K 0.11% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,444 $328K 0.02% +77 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,443 $327K 0.02% new 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 1,441 $327K 0.08% +36 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,440 $327K 0.01% +114 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,439 $327K 0.01% -256 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,439 $326K 0.06% -78 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,397 $326K 0.14% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 1,432 $325K 0.16% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,428 $324K 0.04% +95 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 1,424 $323K 0.04% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,423 $323K 0.02% -285 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,414 $321K 0.03% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,414 $321K 0.16% +126 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,414 $321K 0.17% +50 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,413 $321K 0.08% +128 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,413 $321K 0.01% new 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,411 $320K 0.04% -160 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,408 $319K 0.3% +203 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,407 $319K 0.03% +116 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,402 $318K 0.06% -488 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,404 $318K 0.1% +196 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,400 $318K 0.08% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,400 $318K 0.15% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,390 $315K 0.3% 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,389 $315K 0.09% -5 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,375 $312K 0.13% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 1,375 $312K 0.04% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,372 $311K 0.01% +4 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,370 $311K 0.06% -57 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,370 $311K 0.27% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,369 $311K <0.01% new 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 1,367 $310K 0.01% -148 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,366 $310K 0.01% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,364 $309K 0.02% -26 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,363 $309K 0.01% +92 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,360 $309K 0.01% -499 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,358 $308K 0.01% 0 13F-HR Timeline Group Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,348 $306K 0.27% 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,348 $306K 0.11% +1 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,345 $305K 0.01% -1,438 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,344 $305K 0.01% -4,490 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 1,336 $303K 0.16% -311 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,332 $302K 0.26% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,330 $302K 0.07% -56 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,329 $302K 0.03% -4,138 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,329 $302K 0.02% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 1,324 $300K 0.04% -960 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,322 $300K 0.02% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,317 $299K 0.02% -129 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,316 $299K 0.02% new 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 1,313 $298K 0.05% -56 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 1,306 $296K 0.14% -125 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,305 $296K 0.01% -642 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,304 $296K 0.08% +5 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,300 $295K 0.3% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,300 $295K 0.13% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,293 $293K 0.05% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,288 $292K 0.01% +2 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,285 $292K 0.02% 0 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 1,282 $291K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,275 $289K 0.06% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 1,271 $288K 0.15% -39 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,262 $286K 0.02% +491 13F-HR Timeline Group Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,260 $286K 0.29% +350 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,260 $286K 0.06% +156 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,260 $286K 0.04% -83 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,256 $285K 0.04% -92 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,145 $285K 0.06% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,254 $284K 0.04% -137 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,253 $284K 0.06% +2 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,251 $284K <0.01% -300 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,246 $283K 0.01% +71 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,234 $280K 0.24% -1,466 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,234 $280K 0.02% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,233 $280K 0.01% -176 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,232 $279K 0.04% -578 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,229 $279K 0.09% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,226 $278K 0.15% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,224 $278K 0.01% +153 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,223 $277K 0.01% 0 13F-HR Timeline