Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,955 $815K 0.03% +49 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,945 $812K 0.02% +1 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,945 $812K 0.25% +101 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 2,943 $811K 0.15% -84 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,941 $811K 0.05% -144 13F-HR/A Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,938 $810K 0.05% +8 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,929 $807K 0.01% +501 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,926 $807K 0.01% +109 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,917 $804K 0.02% -15 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,887 $796K 0.05% -1,174 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,881 $794K <0.01% +14 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,871 $792K 0.01% +688 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,866 $790K 0.07% +11 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,866 $790K 0.08% -1,356 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,850 $786K 0.33% -225 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,837 $782K 0.02% +760 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,792 $778K 0.02% +134 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,815 $776K 0.37% -890 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,813 $775K 0.04% +6 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,811 $775K 0.06% +6 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,800 $772K 0.1% 0 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 2,784 $767K 0.74% -562 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,773 $764K 0.41% +76 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,773 $764K 0.05% -161 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,770 $764K 0.15% -361 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,748 $758K 0.01% +9 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,739 $755K 0.11% +1 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,738 $755K 0.01% -174 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,737 $754K 0.07% -17 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,726 $752K 0.09% -11 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,724 $751K 0.02% +14 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,720 $750K 0.19% new 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,714 $748K 0.16% -150 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,692 $742K 0.28% -94 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,673 $737K 0.07% -14,335 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,662 $734K 0.02% +685 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,630 $725K 0.1% +158 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,628 $724K 0.01% +11 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,617 $721K 0.02% +987 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 2,600 $717K 0.07% +1,100 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,592 $715K 0.03% -64 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,583 $712K 0.01% +1,073 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,580 $711K 0.18% -23 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,566 $707K 0.1% +94 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,560 $706K 0.51% +216 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 2,548 $702K 0.58% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,545 $701K 0.15% +45 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,543 $701K 0.01% -132 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,534 $699K 0.07% +421 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 2,520 $695K 0.54% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,514 $693K 0.04% -218 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,500 $689K 0.07% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,478 $683K 0.43% -27 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,455 $677K 0.09% -17 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,448 $675K 0.05% 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,447 $675K 0.14% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,410 $664K <0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,409 $664K 0.03% -1,363 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,400 $662K 0.11% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,399 $661K 0.01% -1,645 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,251 $661K 0.06% +319 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,376 $655K 0.01% -28 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,368 $653K 0.27% -62 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,360 $651K 0.11% -24 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,358 $650K 0.03% +169 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 2,358 $650K 0.15% +268 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,356 $650K 0.01% +435 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 2,351 $648K 0.39% new 13F-HR Timeline ADAGE CAPITAL PARTNERS GP, L.L.C. in group ADAGE CAPITAL PARTNERS GP, L.… More: the full row for ADAGE CAPITAL PARTNERS GP, L.L.C. 2,343 $646K <0.01% -343,328 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,335 $644K <0.01% +391 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,322 $640K 0.01% +48 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,316 $638K 0.01% -1,724 13F-HR Timeline Group Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 2,312 $637K 0.48% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,309 $637K 0.02% -79 13F-HR Timeline Group FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 2,303 $635K 0.09% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,302 $635K 0.29% +32 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,299 $634K 0.07% 0 13F-HR/A Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,299 $634K 0.17% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,294 $632K 0.02% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,282 $629K 0.01% -46 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,282 $629K 0.32% -119 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,270 $626K 0.04% -407 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,265 $624K 0.02% -98 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,261 $623K 0.04% +132 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,235 $616K 0.06% +7 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,231 $615K 0.01% -240 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,230 $615K 0.02% -135 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,210 $609K 0.01% -90 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,203 $607K 0.01% 0 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,202 $607K 0.06% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,202 $607K 0.03% -392 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,199 $606K 0.25% -1,009 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,198 $606K 0.23% +23 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,193 $605K 0.02% +7 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,175 $600K 0.02% -22 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,169 $598K 0.02% -943 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,164 $597K 0.12% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,161 $596K 0.1% +50 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,160 $595K 0.03% +283 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,160 $595K 0.02% -66 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,160 $595K 0.04% -840 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,158 $595K <0.01% +598 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,155 $594K 0.02% -585 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,153 $594K <0.01% new 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,145 $591K 0.03% +193 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,143 $591K 0.07% +780 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,142 $591K 0.11% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,134 $590K 0.07% +59 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,138 $590K 0.01% +251 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,137 $589K 0.03% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,137 $589K 0.01% -7 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,114 $583K 0.07% +79 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,107 $581K 0.16% +30 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,106 $581K 0.01% -339 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,093 $577K 0.02% -521 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,084 $575K 0.1% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,082 $574K 0.03% +325 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,075 $572K 0.01% -1,374 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,073 $571K 0.25% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 2,070 $571K 0.04% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,058 $567K 0.02% -225 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,039 $562K 0.06% -43 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,037 $562K 0.1% -42 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,033 $560K 0.12% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,033 $560K 0.02% -96 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,026 $559K 0.08% -85 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,918 $558K 0.2% +82 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,004 $552K 0.18% +103 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,991 $549K 0.01% -153 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,990 $549K 0.01% +31 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,987 $548K 0.01% -9 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 1,983 $547K 0.53% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,980 $546K 0.02% +490 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,975 $544K 0.02% +56 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,964 $541K 0.12% -17 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,964 $541K 0.06% 0 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 1,945 $536K 0.18% -574 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,947 $536K 0.12% +11 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,934 $533K 0.01% +789 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,928 $532K 0.03% -32,812 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,921 $529K 0.02% +29 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,918 $529K 0.01% +26 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,914 $528K 0.04% +102 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,912 $527K 0.01% +109 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,908 $526K 0.02% 0 13F-HR Timeline Group Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,905 $525K 0.01% -31 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,895 $522K 0.08% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,888 $520K 0.01% +1,817 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,877 $517K 0.11% +119 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,864 $514K 0.11% -30 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,861 $513K 0.06% +23 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,860 $513K 0.07% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,838 $507K 0.02% -9 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,832 $505K 0.03% +6 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,832 $505K 0.13% 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,827 $504K 0.03% -2,150 13F-HR Timeline Group Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 1,823 $503K 0.45% +164 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,819 $502K 0.03% +741 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,812 $500K 0.01% +54 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,812 $499K 0.06% -50 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,806 $498K 0.05% -12 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 1,800 $496K 0.01% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,796 $495K 0.11% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,785 $492K 0.02% +133 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,785 $492K <0.01% +40 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,783 $492K 0.01% +185 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,778 $490K 0.09% +137 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,778 $490K 0.01% -482 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,777 $490K 0.04% +74 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,774 $489K 0.33% -175 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,773 $489K 0.1% -100 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,771 $488K 0.06% -284 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,763 $486K 0.04% +297 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,762 $486K 0.06% 0 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,757 $484K 0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,757 $484K 0.01% +70 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,736 $479K 0.02% +1 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,727 $476K 0.09% -1,050 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,725 $476K 0.02% -266 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,710 $474K 0.01% -267 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,708 $471K 0.04% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,697 $468K 0.12% -112 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,697 $468K 0.09% -60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,692 $466K 0.01% +2 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,689 $465K 0.03% -124 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,685 $465K 0.07% +551 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,682 $464K 0.31% +42 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,607 $462K 0.03% +264 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,677 $462K 0.18% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,677 $462K 0.12% +90 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,676 $462K 0.23% 0 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 1,676 $462K 0.09% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,674 $462K 0.06% -255 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,672 $461K 0.08% +23 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,660 $458K 0.01% -10 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,660 $458K 0.02% -3 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 1,657 $457K 0.08% -79 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,656 $457K 0.01% -90 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,654 $456K 0.02% -20 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,653 $456K 0.11% -166 13F-HR Timeline