Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,128 $292K 0.11% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,089 $292K 0.02% -7 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,110 $291K 0.03% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,081 $289K 0.03% +1 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,056 $288K <0.01% -217 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,056 $288K 0.01% -97 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 5,043 $287K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,015 $286K 0.03% +392 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,999 $285K <0.01% -656 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,961 $283K <0.01% +4 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 4,947 $282K 0.01% +11 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,950 $282K 0.03% +393 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 4,932 $281K 0.06% -85 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,911 $280K 0.16% -711 13F-HR/A Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,909 $280K 0.01% +425 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,856 $277K 0.09% +14 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,832 $276K 0.04% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,823 $275K 0.02% -596 13F-HR Timeline Group Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 4,814 $274K 0.02% -61 13F-HR Timeline Bell Bank More: the full row for Bell Bank 4,778 $272K 0.02% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,771 $272K 0 Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,768 $272K 0.01% +123 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,761 $271K 0.02% -250 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,761 $271K <0.01% -188 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,726 $269K 0.01% +323 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,723 $269K 0.02% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,708 $269K 0.01% +668 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 4,685 $267K 0.02% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,683 $267K 0.03% -499 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,674 $266K 0.14% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,673 $266K 0.02% -78 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,670 $266K 0.13% -1,120 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 4,660 $265K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,652 $265K 0.06% -1,682 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,624 $263K <0.01% -83 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,623 $263K 0.01% +315 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,583 $261K 0.02% +8 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,582 $261K 0.01% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,579 $261K 0.1% -95 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,580 $260K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,563 $260K 0.01% +688 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 4,550 $259K 0.02% -521 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,528 $258K 0.02% +899 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,521 $258K 0.01% +157 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,552 $257K 0.01% -22,899 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 4,514 $257K 0.01% +160 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,505 $257K 0.01% +266 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,502 $256K 0.07% 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 4,443 $253K 0.1% +217 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,438 $253K 0.03% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,438 $253K 0.01% +1 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,433 $251K 0.02% 0 13F-HR/A Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,382 $250K <0.01% +262 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,378 $249K 0.01% -842 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 4,368 $249K 0.01% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,361 $248K 0.01% +107 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,337 $247K 0.14% 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,330 $247K 0.16% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,297 $245K 0.01% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,275 $244K 0.26% -49 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,269 $243K 0.05% -308 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,793 $242K 0.03% +31 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,248 $242K 0.17% +25 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,235 $241K 0.09% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,228 $241K 0.01% -212 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,228 $241K 0.02% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,205 $240K 0.01% +12 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,183 $238K 0.02% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,173 $238K 0.01% +106 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,170 $238K 0.01% -3,458 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 4,158 $237K 0.46% +36 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,131 $235K 0.06% -427 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,130 $235K 0.02% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,084 $233K 0.15% -356 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,068 $232K 0.21% -54 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,056 $231K <0.01% -202 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 4,055 $231K 0.1% -1,913 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 4,017 $229K 0.14% -465 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,017 $229K 0.01% -151 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,000 $228K 0.15% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,987 $227K 0.01% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,958 $225K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,951 $225K 0.1% +1 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,945 $225K 0.13% 0 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 3,945 $225K 0.01% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,943 $225K 0.02% -1,058 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,919 $223K 0.02% 0 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,908 $223K 0.2% -300 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 3,900 $222K 0.06% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,894 $222K <0.01% -299 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,884 $221K <0.01% -2,154 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,855 $220K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,851 $219K 0.01% -359 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 3,852 $219K 0.01% -200 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 3,850 $219K 0.07% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,830 $218K 0.02% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,828 $218K 0.08% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,824 $218K 0.09% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3,822 $218K 0.02% +22 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,817 $217K 0.03% -812 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,816 $217K <0.01% -5 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,802 $217K 0.14% -598 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,782 $215K 0.07% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,756 $214K 0.01% +204 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,752 $214K 0.01% +240 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,739 $213K -2,278 Timeline Athena Investment Management More: the full row for Athena Investment Management 3,729 $212K 0.12% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,721 $212K 0.02% +80 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,707 $211K 0.09% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,706 $211K 0.02% +65 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,701 $211K 0.01% +213 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 3,689 $210K 0.02% -33 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,677 $209K 0.03% -558 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,669 $209K 0.01% -645 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,666 $209K 0.06% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,656 $208K 0.01% new 13F-HR Timeline Group Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,645 $208K 0.11% -383 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,636 $207K 0.09% -10,762 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,634 $207K 0.02% -184 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 3,642 $207K 0.01% -33 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,627 $207K 0.01% +9 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,624 $206K <0.01% -68 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,618 $206K 0.05% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,609 $206K 0.05% +3,604 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,601 $205K 0.03% new 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 3,600 $205K 0.1% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,556 $203K 0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,531 $201K 0.01% -239 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,528 $201K 0.07% 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,525 $201K 0.01% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,522 $201K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,510 $200K 0.02% +182 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,469 $198K 0.14% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,311 $189K 0.01% +281 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,247 $185K 0.12% +37 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,225 $184K 0.04% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,193 $182K 0.02% +29 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,181 $181K 0.01% -367 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,166 $180K 0.03% +166 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 3,108 $177K <0.01% -1,019 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,009 $171K 0.04% +247 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,965 $169K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,952 $168K 0.02% +254 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,837 $162K 0.08% -32 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,770 $158K 0.02% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,759 $157K 0.09% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,744 $156K 0.05% +248 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,656 $151K 0.07% -432 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,615 $149K 0.14% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,602 $148K <0.01% -59 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,535 $144K 0.01% +1 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,458 $139K 0.06% -150 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,431 $138K 0.01% +116 13F-HR Timeline City State Bank More: the full row for City State Bank 2,424 $138K 0.05% -26 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,403 $137K <0.01% +430 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,330 $133K <0.01% 0 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 2,285 $130K 0.1% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,188 $125K <0.01% -141 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,166 $123K 0.04% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,115 $120K 0.07% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,983 $113K 0.01% -738 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,983 $113K 0.04% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,910 $109K 0.03% +15 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,864 $106K 0.06% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,851 $105K 0.03% +17 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,828 $104K <0.01% +681 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,825 $104K 0.06% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,810 $103K <0.01% -128 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,798 $102K <0.01% +1,741 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,790 $102K <0.01% +225 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,737 $98.9K 0.02% +21 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,700 $96.8K 0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,696 $96.6K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,690 $96.3K 0.01% -208 13F-HR Timeline Group Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 1,542 $96K 0.07% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,653 $94.2K 0.05% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,620 $92.3K 0.02% +42 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,605 $91.4K <0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,581 $90.1K 0.04% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,524 $86.8K 0.05% -2,193 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,518 $86.5K 0.02% +84 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,513 $86.2K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,480 $84.3K 0.03% -355 13F-HR Timeline Group Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,471 $83.8K 0.05% 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,466 $83.5K 0.02% +2 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,429 $81.4K 0.02% -1,945 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,417 $80.7K 0.01% +1,225 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,366 $77.8K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,341 $76.4K 0.01% +158 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,314 $74.8K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,307 $74.4K 0.02% +83 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,303 $74.2K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,254 $71.4K 0.06% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,249 $71.1K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,230 $70.1K 0.04% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,227 $69.9K 0.02% +886 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,216 $69K 0.02% +100 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,209 $68.9K 0.01% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,178 $67.1K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,171 $66.7K 0.05% 13F-HR Timeline