W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,855 $491K 0.3% -81 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,855 $491K 0.16% +41 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,849 $490K 0.04% +171 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,849 $490K 0.37% +737 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,838 $487K 0.06% -22 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,837 $487K 0.09% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,490 $487K 0.05% +674 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,835 $486K 0.02% -382 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,832 $485K 0.22% -22 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,831 $485K 0.1% -73 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,831 $485K 0.37% -236 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,830 $485K 0.08% new 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,827 $485K 0.1% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,824 $483K 0.07% +252 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,824 $483K 0.2% -98 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 1,822 $483K 0.05% -15,628 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,815 $481K 0.16% +104 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,809 $479K 0.03% +235 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,807 $479K 0.11% +20 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,456 $477K 0.1% -198 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,796 $476K 0.03% -204 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,791 $474K 0.16% -137 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,778 $471K 0.01% +110 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,778 $471K 0.26% -539 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,770 $469K 0.23% +75 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,764 $467K 0.02% +95 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,761 $467K 0.07% -41 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,759 $466K 0.03% -165 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,759 $466K 0.03% -1,311 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,750 $464K 0.15% +26 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,749 $463K 0.06% -11,825 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,748 $463K 0.14% -45 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,747 $463K 0.3% -1,733 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,743 $462K 0.06% +342 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,743 $462K 0.02% +134 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,740 $461K 0.12% -190 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 2,069 $458K 0.06% -326 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,730 $458K 0.15% -190 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,729 $458K 0.27% +141 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,726 $457K 0.07% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,720 $456K 0.07% -32 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,717 $455K 0.33% -115 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,715 $454K 0.02% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,712 $454K 0.15% +10 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,135 $453K 0.06% +1,259 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,700 $452K 0.01% -64,985 13F-HR/A Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,702 $451K 0.23% +27 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,700 $450K 0.13% -150 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,695 $449K 0.1% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24,893 $447K 0.04% +305 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,686 $447K 0.23% +15 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,686 $447K 0.02% -3,204 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,685 $446K 0.24% +120 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,684 $446K 0.08% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,683 $446K 0.08% +800 13F-HR Timeline Group THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 1,683 $446K 0.22% 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,693 $445K 0.04% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,671 $443K 0.19% -109 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,668 $442K 0.28% +147 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,666 $441K 0.35% 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,658 $439K 0.08% -80 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,656 $439K 0.05% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,652 $438K 0.03% -478 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,651 $437K 0.07% +17 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 1,645 $436K 0.05% 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,639 $435K 0.2% +691 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,641 $435K 0.3% +73 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,641 $435K 0.2% -27 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,640 $434K 0.05% -61 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,637 $434K 0.05% +52 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 1,631 $432K 0.47% +94 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,628 $431K 0.12% -24 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,625 $430K 0.37% 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,155 $430K 0.12% -715 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,621 $429K 0.05% +94 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,613 $427K 0.31% 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,605 $426K 0.22% -319 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,606 $426K 0.03% +171 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,013 $425K 0.15% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,598 $423K 0.03% -39 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,593 $422K 0.08% -402 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,592 $422K 0.06% -191 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,591 $421K 0.09% +388 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 1,587 $420K 0.06% -236 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,586 $420K 0.13% -28 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,577 $418K 0.04% +211 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,575 $417K 0.11% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,571 $416K 0.02% -53 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,570 $416K 0.29% -200 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,569 $416K 0.1% -11 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,567 $415K 0.16% +334 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,565 $415K 0.33% 0 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 1,565 $414K 0.26% 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,440 $414K 0.32% -732 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,561 $414K 0.04% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,559 $413K 0.02% -511 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,558 $413K 0.14% 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,554 $412K 0.02% +400 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,552 $411K 0.05% -145 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,549 $410K 0.23% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,548 $410K 0.35% -3,093 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,547 $410K <0.01% -805 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,543 $409K 0.09% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,543 $409K 0.42% +147 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,536 $407K 0.08% +98 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 1,536 $407K 0.17% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,535 $407K 0.08% +65 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,535 $407K 0.1% +104 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 1,535 $407K 0.12% -39 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,535 $407K 0.04% -1,783 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,534 $406K 0.04% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,534 $406K 0.08% +127 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,533 $406K 0.01% -7,768 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 1,533 $406K 0.27% -3,960 13F-HR/A Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,530 $405K 0.04% -25 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,529 $405K 0.07% 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,524 $404K 0.08% +119 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,520 $403K 0.09% +21 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,519 $403K 0.15% +55 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,517 $402K 0.06% new 13F-HR/A Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 1,515 $401K 0.33% -185 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 1,514 $401K 0.46% 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 1,511 $400K 0.3% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 1,511 $400K 0.3% +12 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 1,505 $400K 0.07% -23,270 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,507 $400K 0.04% -12,424 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 1,507 $399K 0.01% +20 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 1,505 $399K 0.28% -10 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,504 $398K 0.15% +219 13F-HR/A Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 1,500 $397K 0.3% +500 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,500 $397K 0.06% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,500 $397K 0.21% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,497 $397K 0.03% +431 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,495 $396K 0.03% -10 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,490 $395K 0.01% +212 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,486 $394K 0.39% 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,486 $394K 0.29% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,485 $393K 0.03% +363 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,485 $393K 0.17% +100 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,481 $392K 0.03% +589 13F-HR/A Timeline Dala Group, LLC More: the full row for Dala Group, LLC 1,478 $391K 0.34% 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,476 $391K 0.11% +41 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,476 $391K 0.35% 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,470 $389K 0.29% 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,534 $389K 0.06% -120 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 1,468 $389K 0.07% +36 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,467 $389K 0.05% -5,351 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,465 $388K 0.18% -1,313 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,455 $385K 0.04% -162 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,454 $385K 0.03% +261 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,448 $384K 0.12% -234 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,448 $383K 0.08% +59 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,975 $383K 0.19% +220 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,445 $383K 0.1% -12 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,445 $383K 0.04% +73 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,444 $383K 0.14% 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,443 $382K 0.08% -17 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,443 $382K 0.2% +22 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,439 $381K 0.02% -525 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,438 $381K 0.67% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,438 $381K 0.14% -479 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,435 $380K 0.06% +35 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,431 $380K 0.03% -44 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,423 $377K 0.06% -41 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,422 $377K 0.01% +304 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,421 $376K 0.04% +84 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,418 $376K 0.04% +12 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 1,417 $375K 0.21% 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,417 $375K 0.03% new 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,417 $375K 0.15% -68 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,414 $375K 0.06% -12,084 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,410 $374K 0.02% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,402 $371K 0.06% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,402 $371K 0.12% +1 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,401 $371K 0.11% +23 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,400 $371K 0.02% -40 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,399 $371K 0.03% -5,132 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,396 $370K 0.02% -346 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,395 $370K 0.25% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,394 $369K 0.27% +3 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,393 $369K 0.06% -3,157 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,392 $369K 0.02% +292 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 1,389 $368K 0.11% 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,389 $368K 0.06% -24 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,900 $368K 0.16% +24 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,385 $367K 0.09% +36 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,386 $367K 0.09% -65 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,570 $367K 0.04% +207 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,383 $366K 0.03% -373 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,383 $366K 0.1% +108 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,382 $366K 0.21% -158 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,382 $366K 0.18% 0 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,377 $365K 0.26% 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,376 $365K 0.04% -9,942 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,368 $362K 0.17% +7 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,366 $362K 0.12% +42 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,366 $362K 0.06% -35 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 1,350 $359K 0.01% -28,155 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,353 $358K 0.04% +48 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,351 $358K 0.04% -105 13F-HR Timeline