Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,069 $366K 0.13% -215 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,065 $364K 0.1% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,064 $364K 0.14% -7 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,060 $363K 0.22% 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,036 $362K 0.04% +289 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,054 $361K <0.01% -180 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,052 $360K <0.01% -2,003 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,050 $359K <0.01% -21 13F-HR Timeline Group PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,050 $359K 0.25% -29 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,049 $359K 0.18% -36 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 792 $358K 0.09% -22 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,037 $355K 0.07% +204 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,030 $352K 0.01% +134 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,020 $349K 0.04% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,020 $349K 0.21% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,016 $348K 0.05% +13 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,015 $347K 0.11% +5 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,015 $347K 0.01% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,013 $347K 0.04% +135 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,006 $344K 0.08% +50 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,002 $343K 0.18% 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 1,000 $342K 0.16% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,000 $342K <0.01% 0 13F-HR Timeline Group HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,000 $342K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,000 $342K 0.06% +185 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 1,000 $342K 0.13% -100 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,000 $342K 0.06% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,000 $342K 0.03% -175 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,000 $342K 0.26% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,000 $342K 0.09% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,000 $342K 0.18% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,000 $342K 0.09% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 999 $342K 0.13% -290 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 999 $342K 0.04% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 995 $340K 0.19% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 995 $340K 0.09% +69 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 994 $340K 0.05% +11 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 990 $339K 0.14% -5,467 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 989 $338K 0.03% +30 13F-HR/A Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 983 $336K 0.17% +202 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 982 $336K 0.23% -30 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 981 $336K 0.08% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 980 $335K 0.05% +200 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 979 $335K 0.01% -115 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 960 $335K 0.03% -74 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 978 $335K 0.02% +118 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 976 $334K 0.1% +150 13F-HR Timeline Impact Asset Management GmbH More: the full row for Impact Asset Management GmbH 976 $334K 0.13% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 972 $333K 0.15% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 973 $333K 0.01% new 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 971 $332K 0.09% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 970 $332K 0.16% -158 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 970 $332K 0.02% -5 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 968 $331K 0.06% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 961 $329K 0.06% +121 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 960 $328K 0.01% +220 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 958 $328K 0.21% +158 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 952 $326K 0.03% new 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 950 $325K 0.06% 0 13F-HR Timeline Signify Wealth More: the full row for Signify Wealth 950 $325K 0.37% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 950 $325K 0.09% -22 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 947 $324K 0.02% -588 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 946 $324K 0.09% -1 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 945 $323K 0.21% -50 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 944 $323K 0.1% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 942 $322K 0.2% +147 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 938 $321K 0.17% +26 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 933 $319K 0.03% new 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 927 $317K 0.22% +111 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 920 $315K 0.13% new 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 920 $315K 0.14% +25 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 920 $315K 0.31% 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 918 $314K 0.08% +195 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 915 $313K <0.01% +215 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 914 $313K 0.06% -40 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 911 $312K 0.15% 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 910 $311K 0.06% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 909 $311K 0.02% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 908 $311K 0.22% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 907 $310K 0.09% +100 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 904 $309K 0.02% +39 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 870 $309K 0.01% -1,597 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 901 $308K 0.04% +5 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 900 $308K 0.03% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 896 $307K 0.1% -2,071 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 891 $305K 0.26% +186 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 890 $305K 0.02% new 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 890 $305K 0.01% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 889 $304K 0.07% +2 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 888 $304K 0.13% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 887 $303K 0.17% 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 886 $303K 0.13% 0 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 882 $302K 0.02% -126 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 882 $302K 0.01% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 33,055 $300K 0.1% new 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 871 $298K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 869 $297K 0.01% +67 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 866 $296K 0.21% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 865 $296K 0.04% +121 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 863 $295K 0.73% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 860 $294K 0.01% -2,968 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 856 $293K 0.15% +129 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 853 $292K 0.15% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 852 $292K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 851 $291K 0.01% +199 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 850 $291K 0.17% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 848 $290K 0.03% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 846 $289K 0.06% 0 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 843 $288K 0.07% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 839 $287K 0.08% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 837 $286K 0.01% +149 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 836 $286K 0.04% 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 836 $286K 0.16% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 830 $284K <0.01% +35 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 830 $284K <0.01% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 829 $284K 0.08% +22 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 828 $283K 0.11% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 825 $282K 0.05% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 822 $281K 0.11% +55 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 822 $281K 0.04% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 820 $281K 0.05% -70 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 812 $278K 0.09% -648 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 811 $278K 0.16% +33 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 810 $277K 0.09% +49 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 809 $277K 0.02% new 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 808 $276K 0.12% -310 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 807 $276K 0.14% +10 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 806 $276K 0.02% +85 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 802 $274K 0.04% +767 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 800 $274K 0.02% -10 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 800 $274K 0.02% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 753 $270K 0.06% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 789 $270K 0.02% +3 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 788 $270K 0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 787 $269K 0.01% -10 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 786 $269K 0.14% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 782 $268K 0.07% +40 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 778 $266K 0.17% +78 13F-HR Timeline Group Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 776 $266K 0.03% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 776 $266K 0.18% +6 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 776 $265K 0.02% +30 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 772 $264K 0.01% new 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 768 $263K 0.04% +12 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 768 $263K 0.05% -137 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 767 $262K 0.1% 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 765 $262K 0.03% -135 13F-HR Timeline Security National Bank More: the full row for Security National Bank 765 $262K 0.04% +86 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 763 $261K <0.01% +509 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 759 $260K 0.02% -138 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 758 $259K 0.15% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 721 $259K 0.01% -61 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 755 $258K 0.19% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 752 $257K 0.03% +69 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 751 $257K 0.06% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 750 $257K 0.03% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 750 $257K 0.01% 0 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 750 $257K 0.1% +50 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 749 $256K 0.02% -24 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 747 $256K 0.18% 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 746 $255K 0.09% 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 742 $254K 0.02% new 13F-HR/A Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 742 $254K 0.11% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 740 $253K 0.01% +159 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 739 $253K 0.1% -26 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 738 $253K 0.03% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 731 $250K 0.05% new 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 707 $249K 0.25% 13F-HR/A Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 727 $249K 0.02% -436 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 725 $248K 0.04% new 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 723 $247K 0.21% -87 13F-HR Timeline Bell Bank More: the full row for Bell Bank 721 $247K 0.02% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 719 $246K 0.01% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 719 $246K 0.22% +29 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 718 $246K 0.03% +1 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 717 $245K <0.01% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 716 $245K 0.01% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 716 $245K 0.04% -48 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 716 $245K 0.2% 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 715 $245K 0.09% -3,385 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 711 $243K 0.21% -313 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 711 $243K 0.05% +114 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 711 $243K 0.08% -173 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 708 $242K 0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 707 $242K 0.05% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 705 $241K 0.02% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 704 $241K 0.12% new 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 700 $240K 0.02% new 13F-HR/A Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 701 $240K 0.07% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 701 $240K <0.01% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 700 $240K 0.04% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 700 $240K 0.03% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 685 $239K 0.03% +39 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 699 $239K 0.05% +19 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 697 $238K 0.18% -1,555 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 693 $237K 0.04% -25 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 692 $237K 0.02% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 691 $236K 0.05% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 689 $236K 0.02% new 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 688 $235K 0.01% -32 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 688 $235K 0.07% new 13F-HR Timeline