Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,164 $747K 0.04% +1,041 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,157 $746K 0.1% +38 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 5,118 $740K 0.23% -35 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 5,100 $738K 0.03% -2,693 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 5,093 $736K 0.23% -4,870 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,080 $735K 0.01% +3 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,061 $732K 0.03% -503 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,051 $730K 0.03% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 5,025 $727K 0.06% 0 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 5,000 $723K 0.18% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,954 $716K 0.02% -6,961 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,945 $715K 0.03% -54 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,943 $715K 0.04% +12 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,015 $714K 0.03% +277 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,869 $704K 0.14% +22 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 4,847 $701K 0.24% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,810 $696K 0.3% -100 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,795 $694K 0.03% -29 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 4,616 $692K 0.41% +18 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,783 $692K 0.04% +86 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,782 $691K 0.11% -292 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,780 $691K 0.12% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 4,780 $691K 0.02% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,770 $690K 0.02% +1,519 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,746 $686K 0.1% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,719 $682K 0.03% -88 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,684 $677K 0.04% -207 13F-HR Timeline Group Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 4,679 $677K 0.3% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,666 $675K 0.04% -450 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,647 $672K 0.03% +981 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 4,606 $666K 0.38% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,587 $663K 0.05% -22 13F-HR Timeline Group BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 4,587 $663K <0.01% -370,418 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,587 $663K 0.1% -82 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,570 $661K 0.24% +202 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 4,567 $660K <0.01% -1,399 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 4,546 $657K 0.11% -492 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 4,545 $657K 0.01% +589 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,521 $654K 0.27% +595 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 4,518 $653K 0.23% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,516 $653K 0.07% -8,236 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,498 $650K 0.12% +251 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,494 $650K 0.05% +76 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,491 $649K 0.01% -244 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,489 $649K 0.01% +2,086 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,488 $649K 0.04% +73 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,482 $648K 0.03% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,474 $647K 0.01% -307 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,434 $641K 0.38% -1,116 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,185 $641K 0.04% +510 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 4,419 $639K 0.31% +83 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,411 $638K 0.07% -110 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,405 $637K 0.13% 0 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 4,405 $637K 0.33% -200 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,402 $637K 0.16% -320 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,388 $635K 0.01% 0 13F-HR Timeline Group O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 4,391 $635K 0.18% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,390 $635K 0.47% new 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 4,390 $635K 0.45% -841 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,387 $634K 0.02% -119 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,353 $629K 0.4% -77 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,373 $629K 0.03% +76 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,343 $628K 0.1% -16 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,339 $627K 0.11% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 4,329 $626K 0.2% +121 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,329 $626K 0.14% -32 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,106 $625K 0.02% -947 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,304 $622K 0.09% +69 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 4,300 $622K 0.9% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,296 $621K 0.04% -230 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,283 $619K 0.01% -13,732 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,278 $619K 0.47% +970 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,276 $618K 0.01% +222 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,254 $615K 0.11% +32 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,230 $612K 0.25% 0 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,907 $611K 0.2% -70 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 4,225 $611K <0.01% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,216 $610K 0.05% -6 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,213 $609K 0.01% +482 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4,210 $609K 0.06% +1 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4,204 $608K 0.46% -1,191 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,198 $607K 0.03% -1,188 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,194 $606K 0.11% +2,360 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,189 $606K 0.09% -68 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 4,188 $606K 0.29% -84 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,187 $606K 0.01% -327 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,183 $605K 0.05% +385 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,170 $603K 0.18% +89 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,170 $603K 0.35% -15 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 4,120 $596K 0.21% -14 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 4,120 $596K 0.14% 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 4,074 $589K 0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,071 $589K 0.06% +196 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 3,736 $587K 0.54% -934 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,055 $587K 0.01% +275 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,895 $584K 0.02% -130 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,001 $584K 0.03% -9,419 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,037 $584K 0.18% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,013 $580K 0.14% new 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 4,000 $578K 0.09% 0 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 4,000 $578K 0.44% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,997 $578K 0.35% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,989 $577K <0.01% new 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,985 $576K 0.02% +12 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,982 $576K 0.34% -183 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,970 $574K 0.03% +200 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,954 $572K 0.08% +1,089 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,953 $572K 0.11% +268 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,920 $567K 0.16% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,913 $566K 0.06% +217 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 3,900 $564K 0.38% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,900 $564K 0.06% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,897 $564K 0.03% +309 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,897 $564K 0.01% +1,091 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 3,885 $562K 1.6% +1,427 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,877 $561K 0.07% +61 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,872 $560K 0.13% -186 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,845 $556K 0.27% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,844 $556K <0.01% 0 13F-HR Timeline Group Laurion Capital Management LP More: the full row for Laurion Capital Management LP 3,813 $551K 0.04% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,797 $549K 0.1% -168 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 3,789 $548K 0.21% -14 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,784 $547K 0.02% -1,600 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,781 $547K 0.04% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,758 $543K 0.02% +395 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,751 $542K 0.03% +69 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,743 $541K 0.01% +242 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,740 $541K 0.04% -475 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,740 $541K 0.07% -6 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,727 $539K 0.06% -717 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,720 $538K <0.01% -119 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,713 $537K 0.03% -412 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 3,709 $536K 0.41% +15 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,706 $536K 0.12% -482 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,702 $535K 0.02% -7 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 3,701 $535K 0.1% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,696 $534K 0.02% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,692 $534K 0.01% +1,128 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,690 $534K 0.11% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,686 $533K 0.03% -17,234 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 3,651 $528K 0.36% -36 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,649 $528K 0.24% +5 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,647 $527K 0.05% +212 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,645 $527K 0.01% -232 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,609 $522K 0.03% -2,080 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,605 $521K 0.03% +34 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 3,601 $521K 0.38% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,691 $520K 0.03% -4 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,586 $519K 0.1% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,559 $515K 0.01% +376 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,540 $512K 0.02% +711 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,536 $511K 0.03% +98 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,526 $510K 0.31% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,524 $510K 0.07% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,517 $509K 0.02% +362 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,507 $507K 0.09% +276 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 3,506 $507K 0.68% -413 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 3,501 $506K 0.02% -18 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,496 $506K 0.06% +3,081 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,482 $504K 0.03% +167 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,428 $503K 0.03% -13 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 3,468 $502K 0.1% +36 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,454 $499K 0.28% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,439 $497K 0.04% +167 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,427 $496K 0.03% +57 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,413 $494K 0.02% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,408 $493K 0.38% +76 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,403 $492K 0.11% -20 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,395 $491K 0.01% +243 13F-HR Timeline Group Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,387 $490K 0.03% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 3,381 $489K 0.32% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,112 $488K 0.35% -101 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,365 $487K 0.1% +165 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,360 $486K 0.01% -53 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,354 $485K 0.06% +8 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3,353 $485K 0.03% +139 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,342 $483K 0.07% +234 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,339 $483K 0.02% +522 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,086 $483K 0.04% -1,329 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,338 $483K 0.03% -225 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,333 $482K 0.01% +174 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 3,330 $482K 0.01% -141 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,316 $480K 0.16% +818 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,315 $479K 0.38% +100 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,301 $477K 0.09% +1,220 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 3,300 $477K 0.11% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,298 $477K 0.07% +175 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,296 $477K 0.1% -114 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 3,280 $474K 0.18% new 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 3,279 $474K 0.04% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,269 $473K 0.13% +255 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,255 $471K 0.04% -86 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,240 $469K 0.01% +383 13F-HR/A Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,239 $468K 0.03% +479 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3,208 $464K 0.03% new 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 3,200 $463K 0.06% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 3,199 $463K 0.08% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,184 $460K 0.06% +10 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,167 $458K 0.09% +241 13F-HR Timeline O'Keefe Stevens Advisory, Inc. 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