44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,591 $526K 0.19% -815 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,587 $525K 0.25% +243 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,586 $524K 0.14% +438 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,584 $524K 0.33% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,581 $523K 0.17% +1 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,581 $523K 0.02% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,578 $522K 0.07% +740 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,578 $522K 0.03% +209 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,575 $521K 0.03% +148 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,572 $520K 0.07% -14 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,566 $518K 0.06% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,560 $516K 0.04% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,559 $515K 0.02% -480 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,553 $513K 0.04% +147 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,549 $512K 0.07% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,545 $511K 0.01% -134 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,544 $510K 0.03% -19,815 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,543 $510K 0.02% +272 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,540 $509K 0.18% +90 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,536 $508K 0.14% 0 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,534 $507K 0.03% -112 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,534 $507K 0.07% +638 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,533 $507K 0.03% -13 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,533 $507K 0.03% -15 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,530 $506K 0.3% -20 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,525 $504K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,524 $504K 0.06% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,524 $504K 0.02% -126 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,522 $503K 0.11% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,516 $501K 0.03% +198 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,511 $500K 0.02% +10 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,512 $500K 0.47% -20 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,505 $498K 0.03% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,503 $497K 0.01% -69 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,501 $496K 0.16% +34 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 1,500 $496K 0.01% -55,800 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,800 $495K 0.31% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,481 $495K 0.18% +16 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,496 $495K 0.37% +746 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,494 $494K 0.04% +18 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,484 $491K 0.12% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,482 $490K 0.08% +82 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,474 $487K 0.08% +43 13F-HR/A Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,472 $487K 0.12% +152 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,470 $486K 0.12% -6 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,469 $486K <0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FCG Investment Co More: the full row for FCG Investment Co 1,468 $485K 0.25% +20 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,470 $485K 0.01% +119 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,464 $484K 0.03% +319 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,461 $483K 0.24% +3 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,460 $483K 0.02% -88 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,456 $481K 0.04% +790 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 1,454 $481K 0.25% -302 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,446 $478K 0.12% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,445 $478K 0.07% +29 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,442 $477K 0.01% +189 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,439 $476K 0.04% -4 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,438 $475K 0.41% -223 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,435 $474K 0.36% -45 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,430 $473K 0.09% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,424 $471K 0.04% -21 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,422 $470K 0.32% -16 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,416 $468K 0.31% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,502 $464K 0.07% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,399 $462K 0.38% -86 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,383 $457K 0.17% +599 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,380 $456K 0.01% -9 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,376 $455K 0.06% +448 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,374 $454K 0.09% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,361 $450K 0.03% +544 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,353 $447K 0.06% -100 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,352 $447K 0.26% -7 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,350 $446K 0.07% +11 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,346 $445K 0.02% +1 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,345 $445K 0.02% +631 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,343 $444K 0.17% -44 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,332 $440K 0.05% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,324 $438K 0.16% 0 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,323 $437K 0.01% +12 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,316 $435K 0.12% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,316 $435K 0.02% -1,833 13F-HR/A Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,314 $434K 0.02% +704 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,314 $434K 0.06% -1,083 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,310 $433K 0.02% +98 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,307 $432K 0.02% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,303 $431K 0.15% -164 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,559 $430K 0.14% -325 13F-HR/A Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,285 $430K 0.08% +73 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,297 $429K 0.02% +112 13F-HR Timeline Group CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,288 $426K 0.31% +479 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,569 $424K 0.01% +13 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,273 $421K 0.03% +350 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,271 $420K 0.03% -221 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,270 $420K 0.07% -50 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,263 $418K 0.01% +38 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,261 $417K 0.07% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,257 $416K 0.1% +101 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,256 $415K 0.08% +306 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,255 $415K 0.04% +13 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,254 $415K 0.02% -145 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,252 $414K 0.04% +81 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,251 $413K 0.09% +160 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,249 $413K 0.06% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,248 $413K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,248 $413K 0.18% +11 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,246 $412K 0.23% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,245 $412K 0.24% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,239 $411K 0.11% -35 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,241 $410K 0.03% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,291 $409K 0.02% -35 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,235 $408K 0.3% -118 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,234 $408K 0.16% 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,236 $406K 0.03% +487 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,225 $405K 0.03% +57 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,221 $404K 0.04% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,221 $403K 0.21% -92 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,220 $403K 0.1% -153 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,218 $403K 0.06% 0 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 1,210 $400K 0.06% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,206 $399K 0.03% +294 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 1,205 $398K 0.19% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,200 $397K 0.3% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,199 $396K 0.01% -9 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,196 $395K 0.03% +17 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,195 $395K 0.06% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,195 $395K 0.02% -668 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,191 $394K 0.06% +18 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,180 $390K 0.09% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 1,180 $390K 0.11% +25 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,174 $388K 0.09% +499 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,165 $385K 0.05% -42 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,164 $385K 0.01% +14 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,200 $384K 0.14% +255 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,160 $384K 0.13% +109 13F-HR/A Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 1,160 $383K 0.24% +18 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,149 $380K 0.05% -100 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,144 $378K 0.01% -35 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,133 $375K 0.11% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,132 $374K 0.02% +77 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 1,131 $374K 0.18% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,119 $370K 0.12% -104 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,111 $367K 0.02% -179 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,110 $367K 0.01% -405 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,108 $366K 0.04% +6 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,113 $366K 0.08% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,106 $366K 0.11% -5 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 1,098 $363K 0.2% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,093 $361K 0.1% +50 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,070 $358K 0.02% -2 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 1,080 $357K 0.04% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,071 $354K 0.01% -1 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,066 $352K 0.03% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,065 $352K 0.02% 0 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,063 $351K 0.02% +144 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,054 $348K 0.02% -116 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,051 $347K 0.18% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,050 $347K 0.05% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,048 $346K 0.01% +116 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,046 $346K <0.01% -1,585 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,045 $345K 0.01% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,041 $344K 0.07% -10,418 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,037 $343K 0.02% +238 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,033 $341K 0.01% -107 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,126 $341K 0.18% -113 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,032 $341K 0.04% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,032 $341K 0.01% new 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,030 $340K 0.24% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,029 $340K 0.04% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,027 $340K 0.05% -14 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,024 $339K 0.01% -82 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,021 $337K 0.05% -70 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,018 $337K <0.01% -19 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,013 $335K 0.02% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,013 $335K 0.07% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,008 $333K 0.03% +34 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,006 $333K 0.06% +5 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,006 $333K 0.03% -108 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,004 $332K 0.03% +311 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,004 $332K <0.01% +118 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 998 $330K 0.04% +179 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 997 $330K <0.01% -33 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 993 $328K 0.17% -803 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 990 $327K 0.04% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 986 $326K 0.02% -890 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 982 $324K 0.08% -23 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 981 $324K 0.01% +122 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 969 $324K <0.01% -229 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 977 $323K 0.02% -50 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 976 $323K 0.07% -67 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 971 $321K 0.02% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 971 $321K 0.1% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 969 $320K 0.21% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 965 $319K 0.02% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 965 $319K 0.03% +13 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 962 $318K 0.02% +67 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 959 $317K 0.03% -31 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 954 $315K 0.09% +534 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 950 $314K 0.16% +295 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 949 $314K 0.02% 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 947 $313K 0.03% +40 13F-HR Timeline