Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,160 $473K 0.01% -1,113 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,145 $470K 0.14% +3 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 3,128 $468K 0.27% -39 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,124 $467K 0.09% -190 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,124 $467K 0.02% +165 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,118 $466K 0.17% +118 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,100 $464K 0.03% +3,000 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,595 $462K 0.13% +365 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,075 $460K 0.26% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,074 $460K 0.02% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,063 $458K 0.16% -100 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 3,040 $455K 0.28% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,038 $454K 0.05% +788 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,037 $454K 0.27% -179 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 3,031 $453K 0.09% -557 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,016 $451K 0.12% -142 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,011 $450K 0.02% -44 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,009 $450K 0.06% -127 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,000 $449K 0.05% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,997 $448K 0.13% +1,145 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,989 $447K 0.07% -2,699 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,982 $446K 0.13% +355 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,981 $446K 0.17% -277 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,979 $446K 0.05% -50 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,974 $445K <0.01% -261 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,969 $444K 0.04% -110 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,965 $444K 0.23% +3 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,961 $443K 0.12% +1,253 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 2,959 $443K 0.04% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,943 $440K 0.03% 0 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 2,940 $440K 0.05% +1,002 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 2,940 $440K 0.06% +1,002 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 2,939 $440K 0.02% -72 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 2,936 $439K 0.2% +5 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,930 $438K 0.11% +13 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,927 $438K 0.11% -2,719 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,927 $438K 0.02% -23 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,904 $434K 0.02% -1,060 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,903 $434K 0.3% -12,086 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 2,900 $434K 0.02% -743 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2,900 $434K 0.22% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,900 $434K 0.07% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,893 $433K 0.11% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,891 $432K 0.03% +180 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,889 $432K 0.1% +14 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,887 $432K 0.24% +181 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,885 $432K 0.17% +10 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,883 $431K 0.09% +197 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,881 $431K 0.09% +1 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,875 $430K 0.07% +88 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,865 $429K 0.02% -858 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,856 $427K 0.24% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,849 $426K 0.05% +19 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,845 $426K 0.21% +50 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 2,832 $424K 0.19% +17 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,828 $423K 0.08% new 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 424,011 $421K 0.07% new 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,802 $419K 0.23% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,799 $419K 0.04% +125 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,784 $417K 0.04% -948 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,783 $416K 0.03% -29,051 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,780 $416K 0.02% -3,347 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,773 $415K 0.1% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,770 $414K 0.05% -27 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,762 $413K 0.08% -38 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,762 $413K 0.01% -116 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,755 $412K 0.03% +27 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,755 $412K 0.16% -96 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,595 $412K 0.03% +49 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,750 $411K 0.27% +400 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,744 $410K 0.05% -225 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,739 $410K 0.02% -3,115 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,732 $409K 0.03% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,734 $409K 0.16% -113 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 2,733 $409K 0.25% +90 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,725 $408K 0.01% -180 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,721 $407K 0.03% -19 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,713 $406K 0.02% -21 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,711 $406K 0.15% +1,840 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,710 $405K 0.04% -55 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,696 $403K 0.09% -456 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,674 $400K 0.05% -221 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,657 $397K 0.03% +94 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,655 $397K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,655 $397K 0.07% +3 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,645 $396K 0.07% -28 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,644 $396K 0.06% +196 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,643 $395K 0.02% +505 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,643 $395K 0.05% -1,304 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,628 $393K 0.04% +14 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,611 $391K 0.01% -1,151 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,601 $389K 0.18% -4 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,601 $389K 0.21% +339 13F-HR Timeline Group Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 2,600 $389K 0.13% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,496 $387K 0.14% +281 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,581 $386K 0.02% -100 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,381 $386K 0.21% +814 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,573 $385K 0.03% -164 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,567 $384K 0.08% +310 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,565 $384K 0.39% -5 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,560 $383K 0.07% +825 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,559 $383K 0.01% -310 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,553 $382K 0.06% -73 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,545 $381K 0.16% -141 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,535 $379K 0.18% +300 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,532 $379K 0.04% -1 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,525 $378K 0.14% +573 13F-HR/A Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,520 $377K 0.23% +1,000 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 2,516 $376K 0.07% +1,007 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,516 $376K 0.01% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,502 $374K 0.03% -868 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,500 $374K 0.03% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,500 $374K 0.15% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 2,500 $374K 0.31% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,161 $374K 0.01% +503 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,480 $371K 0.1% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,470 $369K 0.1% 0 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,467 $369K <0.01% -2,061 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,462 $368K 0.01% -191 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,400 $367K 0.22% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,445 $366K 0.16% -10 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,433 $364K 0.01% -2 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,433 $364K 0.36% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,431 $364K 0.05% -1,155 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 2,430 $363K 0.02% 0 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 2,425 $363K 0.09% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,420 $362K 0.33% -577 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,415 $361K <0.01% +53 13F-HR/A Timeline Group HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 2,415 $361K 0.22% +139 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,414 $361K 0.02% +383 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,404 $360K 0.07% +3 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 2,401 $359K 0.02% +401 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,400 $359K 0.16% -95 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,400 $359K 0.03% -5 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,400 $359K 0.02% +500 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,391 $358K 0.27% -114 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,389 $357K 0.08% +292 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,388 $357K 0.02% +481 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,386 $357K 0.02% +707 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,276 $356K 0.2% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,379 $356K 0.06% -101 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,372 $355K 0.02% +1 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 2,371 $355K 0.15% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,357 $353K 0.05% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,357 $353K 0.08% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,356 $352K 0.04% +368 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 2,348 $351K 0.17% +550 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,347 $351K 0.02% +585 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,334 $349K 0.01% +77 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,325 $348K 0.19% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,314 $346K 0.04% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,308 $345K 0.11% -15 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,307 $345K 0.01% -907 13F-HR Timeline Group Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 2,303 $344K 0.22% -130 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,300 $344K 0.15% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,290 $343K 0.04% +15 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,284 $342K <0.01% new 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,279 $341K 0.02% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,271 $340K 0.01% -152 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,266 $339K 0.05% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,256 $337K 0.03% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,256 $337K 0.09% +477 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,252 $337K 0.02% -651 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,250 $337K 0.17% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,244 $336K 0.05% +1,544 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,238 $335K 0.03% +13 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,232 $334K 0.05% +6 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,232 $334K 0.03% +32 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,228 $333K 0.02% -4,814 13F-HR/A Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,223 $333K 0.01% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,221 $332K 0.08% -49 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,213 $331K 0.07% +60 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 2,211 $331K 0.07% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,208 $330K 0.04% +427 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,199 $329K 0.13% -31 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 2,185 $327K 0.38% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,881 $327K 0.11% +373 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,162 $327K 0.03% -743 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,180 $326K 0.04% +11 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,174 $325K 0.12% +144 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,172 $325K 0.02% +370 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,171 $325K 0.03% -59 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,170 $325K 0.06% +14 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,170 $325K 0.06% -362 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,170 $325K 0.09% -29 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 2,156 $322K 0.01% -133,443 13F-HR/A Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,155 $322K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,155 $322K 0.08% -5 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,153 $322K 0.04% +10 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,143 $321K 0.01% +3 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,136 $320K 0.06% +11 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,133 $319K 0.06% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,132 $319K 0.11% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,125 $318K 0.02% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,111 $316K 0.07% +76 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,109 $315K 0.03% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,109 $315K 0.04% +34 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,108 $315K 0.06% -1 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,103 $315K 0.02% -50 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,100 $314K 0.01% -886 13F-HR Timeline