JACOBS & CO/CA More: the full row for JACOBS & CO/CA 7,938 $743K 0.08% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 7,906 $741K 0.13% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,906 $741K 0.08% -1,776 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,864 $739K 0.02% -556 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,859 $736K 0.02% +171 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,851 $736K 0.14% +17 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 7,831 $734K 0.05% -442 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 7,825 $733K 0.56% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,822 $733K 0.02% -906 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 7,757 $727K 0.08% 0 13F-HR Timeline Group Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 7,752 $726K 0.07% -55 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,700 $721K 0.02% -1,014 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,680 $720K 0.28% -38 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,653 $717K 0.01% -7,587 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,611 $713K 0.02% +737 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 7,593 $711K 0.22% -152 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,568 $709K 0.11% -225 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 7,560 $708K 0.05% -280 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 7,552 $708K 0.03% -290 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 7,526 $705K 0.02% -113 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 7,508 $705K 0.09% +2,819 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,441 $697K 0.01% -279 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,431 $696K 0.03% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 7,419 $695K 0.1% +2,319 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,418 $695K 0.08% +3 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 7,392 $693K 0.53% 0 13F-HR/A Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 7,350 $689K 0.04% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 7,330 $687K 0.04% -35 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 7,305 $684K 0.09% -364 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,293 $683K 0.05% +1 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,227 $677K 0.04% -360 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,215 $676K 0.02% -4,016 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 7,211 $676K 0.03% new 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 7,212 $676K 0.18% -536 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 7,209 $675K 0.19% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 7,192 $674K 0.02% -42,286 13F-HR/A Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,156 $671K 0.08% -1,200 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,140 $669K 0.03% -61 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 7,130 $668K 0.13% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 7,130 $668K 0.5% -70 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 7,098 $665K 0.46% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,992 $655K 0.03% -410 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,978 $654K 0.18% -34 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,938 $650K 0.1% -26 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,927 $649K 0.03% -280 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,919 $648K 0.06% +2,511 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 6,913 $648K 0.16% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 6,912 $648K 0.04% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,909 $647K 0.11% +27 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 6,897 $646K 0.06% -9 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 6,890 $646K 0.07% +1,674 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,089 $644K 0.05% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,857 $642K 0.03% +368 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 6,818 $639K 0.06% -1,144 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,795 $637K 0.02% +839 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 6,769 $634K 0.09% -341 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 6,742 $632K 0.26% -10,805 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 6,725 $630K 0.41% -400 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 6,725 $630K 0.16% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,724 $630K 0.03% -11 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,696 $629K 0.08% +334 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 6,699 $628K 0.04% -140 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,675 $625K 0.03% -256 13F-HR/A Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,653 $623K 0.01% -768 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,619 $620K 0.09% 0 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 6,555 $614K 0.22% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,546 $613K 0.03% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,515 $610K 0.05% +700 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,512 $610K 0.02% +1,677 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,511 $610K 0.11% -216 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 6,505 $609K 0.28% +160 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 6,494 $608K 0.64% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,473 $607K 0.03% -26,369 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,470 $606K 0.02% -22 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,467 $606K 0.03% new 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6,459 $605K 0.09% -400 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,432 $603K 0.12% +522 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 6,411 $601K 0.36% +461 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 6,407 $600K 0.46% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 6,400 $600K 0.32% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,349 $594K 0.04% -27 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,288 $589K 0.13% +461 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,251 $586K 0.13% +18 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,249 $586K 0.02% -899 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 6,241 $585K 0.44% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 6,227 $584K 0.09% +17 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 6,219 $583K 0.23% +17 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 6,200 $581K 0.14% -1,359 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,141 $575K 0.15% +56 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,140 $575K 0.07% -533 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 6,139 $575K 0.03% +675 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 6,131 $574K 0.16% -25 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 6,128 $574K 0.19% +240 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 6,096 $571K 0.07% +544 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 6,095 $571K 0.21% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,060 $568K 0.1% +4,179 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,051 $567K 0.06% +133 13F-HR/A Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,041 $566K 0.06% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 6,038 $566K 0.15% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,022 $564K 0.01% -986 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 6,000 $562K 0.08% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,000 $562K 0.18% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 6,000 $562K 0.14% 0 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 6,000 $562K 0.06% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 5,990 $561K 0.11% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,989 $561K 0.01% -500 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,965 $559K 0.02% +1,778 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,958 $558K 0.25% -100 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,930 $556K 0.16% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 5,899 $553K 0.23% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,894 $552K 0.12% -1,046 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,865 $550K 0.19% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 5,856 $549K 0.04% -100 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 5,840 $547K 0.58% +4,030 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. F/m Investments LLC More: the full row for F/m Investments LLC 5,824 $546K 0.02% +147 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 5,815 $545K 0.23% +356 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 5,800 $543K 0.43% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,796 $543K 0.07% +3 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,784 $542K 0.07% +2,713 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,780 $542K 0.07% +2,400 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,772 $541K 0.06% -1,415 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,753 $539K 0.03% -1,653 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,700 $535K 0.03% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,699 $534K 0.06% -15 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 5,690 $533K 0.23% -493 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,666 $531K 0.04% -181 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,644 $529K 0.05% +207 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 5,616 $526K 0.45% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,613 $526K 0.12% +147 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,613 $525K 0.04% +5,608 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,596 $524K 0.42% 0 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 5,585 $523K 0.07% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,564 $521K 0.02% +6 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 5,557 $521K 0.01% -225 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,718 $520K 0.04% +185 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,551 $520K <0.01% +2,649 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,541 $519K 0.03% +675 13F-HR Timeline Group Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 5,678 $516K 0.29% -248 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 5,510 $516K 0.43% -330 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 5,502 $516K 0.14% +376 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 5,501 $515K 0.27% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,501 $515K 0.02% +2,443 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 5,500 $515K 0.28% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,500 $515K 0.2% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,487 $514K 0.13% -39 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 5,640 $513K 0.12% -142 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,433 $509K 0.08% +13 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,428 $509K 0.04% -967 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,418 $508K 0.05% 0 13F-HR/A Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,407 $507K 0.02% +378 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,394 $505K 0.02% -144 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,393 $505K <0.01% -559 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,363 $503K 0.05% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,358 $502K 0.03% +10 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,344 $501K 0.02% new 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,342 $501K 0.14% -823 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,338 $500K 0.07% -447 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 5,334 $500K 0.22% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,300 $497K 0.05% +600 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,289 $496K 0.09% +2 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,278 $495K 0.3% +287 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,272 $494K 0.04% -271 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,269 $494K 0.32% -280 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,235 $490K 0.05% +961 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 5,203 $488K 0.16% -130 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,181 $485K 0.03% -327 13F-HR Timeline TOBAM More: the full row for TOBAM 5,165 $484K 0.21% +2,230 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 5,153 $483K 0.52% -35 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,150 $483K 0.05% -6,965 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 5,144 $482K 0.12% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,128 $480K 0.03% -720 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 5,124 $480K 0.35% +721 13F-HR/A Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,101 $478K 0.08% +1 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 5,106 $478K 0.09% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,083 $476K 0.03% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,068 $475K 0.06% -320 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,046 $473K 0.05% -494 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,035 $472K 0.1% -529 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 5,014 $470K 0.49% -26 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,007 $469K 0.02% -2,168 13F-HR Timeline Group BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 5,000 $468K 0.03% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,997 $468K 0.02% -193 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,990 $468K 0.03% +558 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,970 $466K 0.09% +170 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 4,958 $465K 0.47% -8,588 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,955 $464K 0.23% -6,150 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,962 $464K 0.14% -1,004 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,944 $463K 0.26% -4,364 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 4,943 $463K 0.09% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,936 $463K 0 Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,930 $462K 0.36% +10 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,887 $458K 0.16% -170 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,887 $458K 0.04% -1,305 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 4,884 $458K 0.28% -26 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,880 $457K 0.2% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,844 $454K 0.01% -669 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,840 $454K 0.22% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,837 $453K 0.03% -1,913 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,835 $453K 0.22% +149 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,826 $452K 0.01% -743 13F-HR Timeline