PDS Planning, Inc More: the full row for PDS Planning, Inc 11,585 $1.04M 0.08% +764 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 11,576 $1.04M 0.16% -327 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 11,554 $1.04M 0.77% +7,707 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 11,487 $1.03M 0.85% +675 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 11,258 $1.03M 0.06% +532 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11,477 $1.03M 0.07% -103 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 11,473 $1.03M 0.04% -27 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,455 $1.03M 0.01% +957 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 10,807 $1.03M 0.39% +1,482 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 11,406 $1.02M 0.22% +3,520 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,379 $1.02M 0.11% +192 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 11,319 $1.02M 0.67% +692 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,308 $1.01M 0.19% +1,031 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 11,073 $1.01M 0.18% -276 13F-HR/A Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 11,270 $1.01M 0.09% +9,194 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 11,234 $1.01M 0.39% +299 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 11,191 $1M 0.66% +422 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,101 $996K 0.13% +50 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 11,097 $996K 0.05% +5,760 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 11,085 $995K 0.3% 0 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 11,043 $993K +1,380 Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 11,021 $989K 0.7% -243 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 10,963 $984K 0.05% +1,250 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 10,945 $982K 0.07% -15,705 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 10,913 $979K 0.33% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 10,900 $978K 0.75% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,827 $972K 0.08% -689 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 10,694 $960K 0.03% +88 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 10,688 $959K 0.6% +282 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,660 $957K 0.46% -90 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 10,624 $953K 0.04% -889 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,623 $953K 0.03% -8,023 13F-HR Timeline Group VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10,580 $949K 0.01% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 10,565 $948K 0.28% -220 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 10,002 $945K 0.18% +4,992 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 10,454 $938K 0.04% +104 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 10,445 $937K 0.21% +1,693 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 10,443 $937K 0.15% -79 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 10,424 $935K 0.08% -644 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 10,413 $934K 0.42% +6,051 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 10,399 $933K 0.15% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,381 $932K 0.1% +1 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 10,376 $931K 0.53% -1,089 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 10,375 $931K 0.4% -4,314 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,369 $930K 0.01% -8,749 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 10,307 $925K 0.06% -503 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,292 $924K 0.01% +3,877 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 10,285 $923K 0.64% +50 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 10,280 $923K 0.19% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,277 $922K 0.11% -223 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 10,244 $919K 0.11% +6,392 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 10,238 $919K 0.33% +11 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 10,235 $918K 0.13% -210 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 10,228 $918K 0.14% -899 13F-HR/A Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 10,226 $918K 0.12% -391 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 10,200 $915K 0.16% -1,000 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,060 $903K 0.29% -673 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 10,052 $902K 0.35% +2,673 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,945 $892K 0.14% +3,290 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 9,918 $890K 0.25% +108 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 9,849 $884K <0.01% 0 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 9,823 $882K 0.72% +563 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,820 $881K 0.02% +1,514 13F-HR Timeline CNB Bank More: the full row for CNB Bank 9,813 $881K 0.42% +236 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 9,760 $876K 0.07% +688 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 9,745 $875K 0.09% +224 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 9,738 $874K 0.05% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 9,737 $874K 0.11% -10 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 9,706 $871K 0.12% +199 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,667 $867K <0.01% +1,917 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9,665 $867K 0.2% -302 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 9,658 $867K 0.54% +7 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 9,635 $865K 0.08% -1,641 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 9,597 $861K 0.05% +530 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 9,576 $859K 0.03% new 13F-HR/A Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 9,573 $859K 0.06% -396 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,525 $855K 0.06% +353 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 9,519 $854K 0.17% +1,229 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 9,501 $853K 0.06% +1 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 9,488 $851K 0.09% 13F-HR/A Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 9,483 $851K 0.26% -27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 9,450 $848K 0.44% +1,307 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,445 $848K 0.08% +44 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 9,443 $847K 0.29% +3,855 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,418 $845K 0.18% +2 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,401 $844K 0.06% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 9,400 $844K 0.07% 0 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 9,394 $843K 0.16% -81 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 9,394 $843K 0.5% +41 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 9,355 $840K 0.31% +1,355 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 9,352 $839K 0.35% -339 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 9,328 $837K +20 Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 9,319 $836K 0.22% +52 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 9,272 $832K 0.14% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 9,247 $830K 0.01% -1,563 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 9,197 $825K 0.31% +152 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 9,177 $824K 0.05% +2,044 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 9,170 $823K 0.36% -105 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,139 $820K 0.05% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 9,119 $818K 0.14% -120 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 9,064 $813K 0.67% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,764 $811K 0.06% +1,234 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,009 $808K 0.05% -370 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 8,960 $804K 0.19% +442 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,923 $801K 0.02% +723 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,926 $801K 0.18% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,910 $800K 0.36% +310 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,817 $791K 0.06% +885 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,812 $791K 0.03% -5,041 13F-HR Timeline Group Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 8,810 $791K 0.07% -4,283 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 8,763 $786K 0.85% -329 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 8,745 $785K 0.43% -516 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 8,714 $782K 0.3% +2,666 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 8,707 $781K 0.19% +147 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 8,707 $781K 0.11% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 8,704 $781K 0.26% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,680 $779K 0.48% -250 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 8,653 $777K 0.2% +5,357 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 8,636 $775K 0.17% -15 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,632 $775K 0.03% +4,174 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 8,631 $775K 0.03% +1,848 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 8,605 $772K 0.46% +5,089 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 8,587 $771K 0.2% -142,843 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 8,574 $769K 0.04% -4,439 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,542 $767K 0.07% +5,596 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,132 $762K 0.27% +158 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 8,448 $758K 0.06% +91 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 8,437 $757K 0.01% +807 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 8,423 $756K 0.22% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 8,415 $755K 0.07% -52 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 8,400 $754K 0.09% +49 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,381 $752K 0.05% -708 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,376 $752K 0.08% +937 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,932 $748K 0.19% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 8,329 $747K 0.07% +110 13F-HR Timeline Group Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 8,323 $747K 0.36% -228 13F-HR Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 8,320 $747K 0.21% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,301 $745K 0.03% -1,130 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 8,298 $745K 0.2% +40 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,285 $743K 0.31% +12 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 8,281 $743K 0.28% -84 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 8,273 $742K 0.26% 0 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 8,233 $739K 0.22% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 8,205 $736K 0.23% +1,906 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 8,205 $736K 0.2% +1,449 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,204 $736K 0.15% +439 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 8,201 $736K 0.11% -24 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 8,170 $733K 0.26% +300 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 8,165 $733K 0.37% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 8,117 $728K 0.05% -1,381 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 8,057 $723K 0.15% -15 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,056 $723K 0.02% -1,218 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 8,050 $722K 0.29% 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,016 $719K 0.01% -422 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 8,014 $719K 0.34% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,004 $718K 0.08% +2,745 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,954 $714K 0.09% +1,675 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,707 $713K 0.02% +141 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,909 $710K 0.07% -769 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,909 $710K 0.01% +339 13F-HR/A Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 7,898 $709K 0.09% +135 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 7,892 $708K 0.55% -521 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 7,876 $707K 0.38% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 7,837 $703K 0.05% +1,247 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 7,817 $701K 0.36% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,805 $700K 0.03% -2,329 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 7,781 $698K 0.01% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,775 $698K 0.13% +2,721 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 7,768 $697K 0.06% +5,856 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,762 $697K 0.02% -106 13F-HR/A Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,746 $695K 0.18% -106 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 7,744 $695K 0.04% -89 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,742 $695K 0.06% +85 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 7,726 $693K 0.42% -300 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,655 $687K 0.29% +3,082 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,646 $686K 0.33% -344 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 7,640 $686K 0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 7,623 $684K 0.09% -100 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 7,595 $682K 0.09% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,591 $681K 0.06% +179 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 7,587 $681K 0.13% -1,153 13F-HR Timeline Group Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 7,564 $679K 0.59% -100 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 7,549 $677K 0.53% -1,057 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 7,522 $675K 0.04% +579 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,519 $675K 0.04% +798 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 7,515 $674K 0.72% +591 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,509 $674K 0.01% -69 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,502 $673K 0.11% -137 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 7,468 $670K 0.09% -35 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 7,443 $668K 0.52% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,439 $668K 0.08% +4,389 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,395 $664K 0.17% +79 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,388 $663K 0.02% -24,064 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 7,372 $662K 0.07% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 7,371 $661K 0.06% -187 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,360 $660K 0.03% +956 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 7,348 $659K 0.15% +3,817 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,297 $655K 0.3% -712 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 6,957 $652K 0.39% +1 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 7,260 $652K 0.3% -378 13F-HR Timeline