Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 14,816 $704K 0.05% +7,349 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 14,657 $697K 0.01% -399 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 14,615 $695K 0.01% +250 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 14,585 $693K 0.04% -20,938 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 14,544 $691K 0.04% +2,191 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 14,429 $686K 0.09% -35 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 14,380 $683K 0.07% -20 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 14,196 $675K 0.22% -6,461 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 14,159 $673K 0.01% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 14,143 $672K 0.25% -13 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 14,123 $671K 0.54% -50 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 14,092 $670K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marble Wealth, LLC More: the full row for Marble Wealth, LLC 14,068 $669K 0.1% +18 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 14,066 $669K 0.3% 0 13F-HR/A Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 14,004 $666K 0.08% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 13,994 $665K 0.02% -4,346 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 13,986 $665K 0.07% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 13,941 $663K 0.13% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 13,921 $662K 0.07% -50 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 13,914 $661K 0.08% -310 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 13,860 $659K 0.13% -2,000 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 13,854 $658K 0.03% -524 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,430 $656K 0.01% -1,618 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 13,802 $656K 0.05% +288 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 13,800 $656K 0.59% -300 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 13,799 $655K <0.01% -19 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13,780 $655K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 13,766 $654K 0.02% -136 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 13,759 $654K 0.05% +1,815 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 13,749 $654K 0.26% +233 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 13,556 $644K 0.12% +215 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 13,529 $643K 0.55% +142 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 13,524 $643K 0.05% +621 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,520 $643K 0.01% -302 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 13,491 $641K 0.13% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 13,478 $641K 0.41% +585 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 13,460 $640K 0.26% +3,550 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 13,407 $637K 0.11% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 13,368 $635K 0.07% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 13,329 $634K 0.02% +1,345 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 13,326 $633K 0.02% -831 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 13,321 $633K 0.16% +39 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 13,277 $631K 0.05% +967 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 13,220 $628K 0.53% -200 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 13,137 $624K 0.06% +60 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 13,121 $624K 0.42% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 13,050 $620K 0.29% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 13,034 $620K 0.01% -3,561 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 13,038 $620K 0.04% -69 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 12,239 $617K 0.08% -52 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 12,969 $616K 0.01% +5,936 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,950 $616K 0.03% +63 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 12,937 $615K 0.52% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 12,288 $614K 0.19% +1,905 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 12,894 $613K 0.19% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 12,873 $612K 0.09% +36 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 12,859 $611K 0.14% +2,716 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 12,843 $610K 0.2% -425 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 12,800 $608K 0.22% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 12,793 $608K 0.02% +135 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 12,788 $608K <0.01% -17,229 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,684 $603K 0.01% +1,788 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 12,644 $601K 0.48% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 12,629 $600K 0.02% +5,268 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 12,609 $599K 0.03% +1,566 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 12,597 $599K 0.03% +4,499 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 12,566 $597K 0.06% +1,046 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 12,552 $597K 0.16% +2,034 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,504 $594K 0.02% +674 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12,450 $592K 0.02% -75 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 12,376 $588K 0.23% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 12,344 $587K 0.08% +461 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 12,329 $586K 0.06% -38 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 12,304 $585K 0.06% -21 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12,292 $584K 0.01% -1,930 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 12,300 $584K 0.17% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,274 $583K 0.02% +489 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 12,270 $583K 0.23% 0 13F-HR Timeline Group Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 12,236 $582K 0.13% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 12,169 $578K 0.04% +639 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,165 $578K 0.09% -410 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,674 $576K 0.27% -1 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 11,653 $576K 0.51% +1,340 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,066 $573K 0.01% -135 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,055 $573K 0.02% -408 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 12,031 $572K 0.04% +30 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 11,860 $569K 0.06% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,812 $567K 0.09% +3,002 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 11,918 $566K 0.15% -690 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,907 $566K 0.03% -10 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 11,880 $565K 0.13% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 11,848 $563K 0.17% -42 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 11,833 $562K 0.01% +75 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 11,762 $559K 0.35% -15 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 11,665 $554K 0.11% +735 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 11,664 $554K 0.12% +244 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,625 $553K 0.05% +73 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 11,613 $552K 0.01% -4,800 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 11,606 $552K 0.02% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 11,581 $550K 0.03% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,578 $550K 0.08% +3,600 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 11,573 $550K 0.09% -889 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 11,561 $550K 0.18% +17 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 11,541 $549K 0.03% 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 11,525 $548K 0.08% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 11,461 $545K 0.02% +23 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 11,455 $544K 0.12% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 11,404 $542K 0.09% -1 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 11,400 $542K 0.06% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 11,400 $542K 0.03% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 11,349 $539K 0.16% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 11,340 $539K 0.11% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 11,312 $538K 0.02% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 11,272 $536K 0.21% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 11,258 $535K 0.03% +1,057 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 11,253 $535K 0.15% -741 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 11,240 $534K 0.13% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 11,215 $533K 0.04% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 11,211 $533K 0.29% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 11,175 $531K 0.36% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 11,174 $531K 0.02% +3,206 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 11,115 $528K <0.01% +26 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 10,576 $527K 0.03% +2,716 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 11,072 $526K 0.09% 0 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 11,047 $525K 0.45% +33 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 11,021 $524K 0.21% +24 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 11,020 $524K 0.09% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,015 $524K 0.03% +251 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 11,007 $523K 0.06% 0 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 11,003 $523K 0.45% -4,500 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 11,000 $523K 0.14% 0 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 10,947 $520K 0.19% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 10,943 $520K 0.05% -268 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,931 $520K 0.02% -402 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,901 $518K 0.03% +1,774 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 10,896 $518K 0.24% -146 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,886 $517K 0.01% +22 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10,875 $517K 0.28% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 10,811 $514K 0.1% -17 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 10,807 $514K 0.13% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10,800 $513K 0.06% -1,542 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,795 $513K 0.02% -5,764 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 10,752 $511K 0.08% -160 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 10,700 $509K 0.15% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,685 $508K 0.02% -363 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 10,660 $507K 0.41% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 10,650 $506K 0.08% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 10,635 $505K <0.01% +917 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 10,634 $505K 0.11% +1,097 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 10,596 $504K 0.05% +559 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10,559 $502K 0.09% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,527 $500K 0.02% +1,049 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,522 $500K 0.11% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 10,493 $499K 0.28% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,482 $498K 0.02% +3,867 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 10,392 $494K 0.13% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 10,392 $494K 0.1% +954 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 10,307 $490K 0.24% +155 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 10,300 $490K 0.06% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 10,281 $489K 0.16% -92 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,011 $486K 0.01% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,200 $485K 0.11% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 10,194 $485K 0.01% +1,149 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 10,171 $483K 0.03% +1 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,165 $483K 0.05% -480 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 10,140 $482K 0.15% +24 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 10,044 $477K 0.01% +287 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 10,043 $477K 0.06% -1,873 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 10,028 $477K 0.03% +73 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 10,023 $476K 0.19% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 10,013 $476K 0.08% +391 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 10,001 $475K 0.15% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 9,948 $473K 0.09% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 9,855 $468K 0.06% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,829 $467K 0.03% -73 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,712 $462K 0.13% -2,448 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 9,698 $461K 0.04% new 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 9,686 $460K 0.01% +4,340 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 9,665 $459K 0.1% +15 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 9,642 $458K 0.04% new 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,636 $458K 0.04% +579 13F-HR/A Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,853 $458K 0.05% -9,993 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 9,630 $458K 0.03% +1,331 13F-HR Timeline Group Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 9,630 $458K 0.15% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 9,610 $457K 0.11% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 9,603 $456K 0.04% -241 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 9,578 $455K 0.08% +78 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 9,576 $455K 0.05% +73 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 9,567 $455K 0.03% +60 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 9,554 $454K 0.02% -836 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 9,546 $454K 0.14% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 9,546 $454K 0.02% +828 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 9,508 $452K 0.01% +2,229 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 9,475 $450K 0.02% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 9,450 $449K 0.02% -482 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 9,424 $448K 0.06% -85 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 9,406 $447K 0.02% new 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 9,332 $444K 0.09% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,325 $443K 0.05% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,305 $442K 0.02% -53 13F-HR Timeline Group