Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,478 $1.29M 0.49% -211 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,440 $1.28M 0.03% +160 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,433 $1.28M 0.09% -122 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,412 $1.28M 0.54% new 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,390 $1.27M 0.22% +32 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 7,351 $1.27M 0.09% -404 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,348 $1.27M 0.08% -740 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 7,331 $1.26M 0.78% +38 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,314 $1.26M 0.15% +200 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 7,313 $1.26M 0.07% -26,402 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,308 $1.26M 0.06% +4,370 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 7,295 $1.26M 0.92% -4 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,240 $1.25M 0.03% +6,073 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 7,233 $1.25M 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,181 $1.24M 0.04% +4,708 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,141 $1.23M 0.07% -812 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,111 $1.23M 0.06% +271 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,110 $1.23M 0.05% -581 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,107 $1.23M 0.09% +8 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,098 $1.22M 0.55% -50 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,041 $1.21M 0.11% +557 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,362 $1.21M 0.06% +38 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,038 $1.21M 0.06% +2,033 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 6,973 $1.21M 0.04% 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 7,028 $1.21M 0.26% -400 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 7,000 $1.21M <0.01% -263,700 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,000 $1.21M 0.86% 0 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 6,246 $1.19M 0.88% -103 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 6,900 $1.19M 1.23% 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,876 $1.19M 0.26% +210 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,852 $1.18M 0.07% +171 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 6,780 $1.17M 0.09% +11 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,747 $1.16M 0.25% -216 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,733 $1.16M 0.31% -205 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 6,713 $1.16M 0.5% -233 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 6,677 $1.15M 0.67% -134 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,677 $1.15M 0.25% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 6,658 $1.15M 0.2% -94 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,626 $1.14M 0.17% 0 13F-HR/A Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 6,614 $1.14M 0.07% +1,620 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 6,610 $1.14M 0.48% -319 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,603 $1.14M 0.41% -235 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 6,599 $1.14M 0.01% +2,480 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 6,595 $1.14M 0.21% +650 13F-HR Timeline Group Sabal Trust CO More: the full row for Sabal Trust CO 6,595 $1.14M 0.07% -24 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 6,576 $1.13M 0.27% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,572 $1.13M 0.32% +880 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,544 $1.13M 0.52% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 6,530 $1.13M 0.14% +151 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 6,527 $1.13M 0.02% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,502 $1.12M 0.03% +197 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 6,473 $1.12M 0.16% +13 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,470 $1.12M 0.03% +24 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,465 $1.11M 0.01% +554 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 6,457 $1.11M 0.16% new 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 6,444 $1.11M 0.2% -639 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,442 $1.11M 0.19% +668 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,393 $1.1M 0.02% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,358 $1.1M 0.44% -749 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 6,346 $1.09M 0.16% +5 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 6,336 $1.09M 0.4% -1,000 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,334 $1.09M 0.01% -400 13F-HR Timeline GMT Capital Corp More: the full row for GMT Capital Corp 6,300 $1.09M 0.05% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 6,287 $1.08M 0.5% -300 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 6,286 $1.08M 0.01% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 6,276 $1.08M 0.31% -56 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,267 $1.08M 0.16% +370 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,230 $1.07M 0.43% -77 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 6,210 $1.07M 0.36% -5 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,489 $1.07M 0.21% +1,478 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,196 $1.07M 0.16% +1,642 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,188 $1.07M 0.11% +482 13F-HR/A Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,184 $1.07M 0.27% -10 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 6,177 $1.07M 0.26% -150 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 6,175 $1.06M 0.38% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,119 $1.06M 0.27% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,115 $1.05M 0.04% 0 13F-HR Timeline Group Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,089 $1.05M 0.51% 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 6,853 $1.05M 0.33% -2,589 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,076 $1.05M 0.36% -2,134 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 6,053 $1.04M 0.3% +34 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,045 $1.04M 0.03% +750 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,041 $1.04M 0.08% -171 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,027 $1.04M 0.14% -463 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,012 $1.04M 0.12% +3,833 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,012 $1.04M 0.54% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,012 $1.04M 0.05% -218 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 6,005 $1.04M 0.01% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,000 $1.03M 0.3% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,998 $1.03M 0.14% -97 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,997 $1.03M 0.74% +1 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 5,981 $1.03M 0.75% 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,901 $1.02M 0.31% -105 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,888 $1.02M 0.14% +26 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,868 $1.01M 0.52% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 5,850 $1.01M 0.11% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,795 $999K 0.03% +1,877 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,791 $998K 0.09% +486 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,776 $996K 0.61% -29 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 5,764 $992K 0.02% +815 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,717 $986K 0.31% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,716 $986K 0.12% +222 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 5,702 $983K 0.65% -101 13F-HR/A Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 5,695 $982K 0.3% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,691 $981K 0.21% -38 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,683 $980K 0.9% 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 5,650 $974K 0.5% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,646 $973K 0.05% -288 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 5,858 $971K 0.53% +835 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 5,600 $966K 0.15% -500 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,570 $960K 0.04% +257 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,529 $953K 0.09% -8 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 5,512 $950K 0.41% 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,501 $948K 0.29% +2,085 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 5,470 $943K 0.16% -100 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 5,463 $942K 0.31% +1,262 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,461 $942K 0.03% -260 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 5,342 $940K 0.21% +27 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 5,448 $939K 0.67% -433 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 5,433 $937K 0.08% -20 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,431 $937K 0.24% -7 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,405 $932K 0.06% +181 13F-HR Timeline Group Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,400 $931K 0.06% -650 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,362 $924K 0.05% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,357 $924K 0.06% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,351 $923K 0.45% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,346 $922K 0.67% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,345 $922K 0.06% +349 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,329 $919K 0.11% +33 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,321 $917K 0.01% +1,754 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 5,321 $917K 0.81% 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 5,320 $917K 0.3% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 5,306 $915K 0.81% 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 5,304 $914K 0.23% +17 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 5,300 $914K 0.26% 0 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 5,300 $914K 0.03% +2,985 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,289 $912K 0.1% +1,078 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,279 $910K 0.26% -200 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5,255 $906K 0.44% -115 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,253 $906K 0.39% -250 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,235 $903K 0.15% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,229 $902K 0.14% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,218 $900K 0.21% -358 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 5,197 $896K 0.1% -877 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 5,193 $895K 0.62% -270 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,187 $894K 0.11% +2,037 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,190 $893K 0.04% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 5,150 $888K 0.48% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 5,147 $888K 0.49% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,105 $880K 0.08% -262 13F-HR/A Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 5,104 $880K 0.16% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,068 $874K 0.17% +145 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,066 $873K 0.07% +3,070 13F-HR/A Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,047 $870K 0.03% -270 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,025 $866K 0.03% -400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,019 $865K 0.11% +1,250 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,009 $864K 0.76% -26 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5,004 $863K 0.65% +20 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,003 $863K 0.04% -71 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,001 $862K 0.09% +427 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 5,000 $862K 0.87% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,531 $862K <0.01% +313 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,996 $861K 0.05% +86 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,992 $861K 0.66% +403 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,960 $855K 0.32% 0 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 4,948 $853K 0.54% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,943 $852K 0.03% +3 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,933 $850K 0.08% +13 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,922 $849K 0.06% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,915 $847K 0.29% +702 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,913 $847K 0.1% -952 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,905 $846K 0.03% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,904 $845K 0.03% -2,787 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 4,890 $843K 0.7% new 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 4,887 $843K 0.02% +1,422 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,876 $841K 0.05% -20 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,872 $840K 0.34% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,863 $838K 0.15% -300 13F-HR/A Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,855 $837K 0.42% +56 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,848 $836K 0.05% +1,622 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 4,834 $833K 0.06% +18 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 4,843 $833K 0.01% 13F-HR Timeline Group ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,809 $829K 0.04% +790 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,806 $829K 0.02% +586 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,805 $828K 0.01% -488 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,794 $827K 0.32% -26 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,764 $821K 0.13% -3,007 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 4,761 $821K 0.15% new 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 4,722 $814K 0.22% +4 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,597 $814K 0.37% 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,721 $814K 0.65% 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,719 $814K 0.11% +133 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 4,714 $813K 0.84% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,705 $811K 0.37% +118 13F-HR Timeline Alan B Lancz & Associates, Inc. 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