Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,908 $1.21M 0.09% -112 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,902 $1.21M 0.46% +671 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,899 $1.2M 0.64% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,897 $1.2M 0.08% -9 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,897 $1.2M 0.62% +1 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,888 $1.2M 0.24% +1 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,884 $1.2M 0.2% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,884 $1.2M 0.05% +10 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,880 $1.19M 0.12% -3 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,869 $1.19M 0.09% +631 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,868 $1.19M 0.29% +930 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,867 $1.18M 0.14% +5 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,862 $1.18M 0.81% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,859 $1.18M 0.11% +314 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,847 $1.17M 0.04% +432 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,846 $1.17M 0.06% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,842 $1.17M 0.36% +220 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,842 $1.17M 0.14% +10 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,833 $1.16M 0.39% +137 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,833 $1.16M 0.25% -45 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,826 $1.16M 0.02% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,821 $1.16M 0.24% -5 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,811 $1.15M 0.02% -87 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,807 $1.15M 0.32% +265 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,804 $1.14M 0.59% -136 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,801 $1.14M 0.32% +51 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,790 $1.14M 0.01% -3,413 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,781 $1.13M 0.14% -47 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,780 $1.13M 0.03% -117 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,780 $1.13M 0.12% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,779 $1.13M 0.14% +7 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,778 $1.13M 0.34% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,778 $1.13M 0.03% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,773 $1.12M 0.06% -642 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,768 $1.12M 0.06% -2 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,763 $1.12M 0.05% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,776 $1.12M 0.17% +238 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 1,765 $1.12M 0.56% -127 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,765 $1.12M 0.01% +817 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,760 $1.12M 0.08% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,755 $1.12M 0.09% -90 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,759 $1.12M 0.03% -89 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,750 $1.11M 0.48% 0 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 1,753 $1.11M 0.22% +52 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,752 $1.11M 0.15% -69 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,749 $1.11M 0.06% -52 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,749 $1.11M 0.06% -105 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,747 $1.11M 0.04% -24 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 1,738 $1.1M 0.63% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,736 $1.1M 0.07% +809 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,732 $1.1M 0.4% +1 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,722 $1.09M 0.27% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,762 $1.09M 0.11% -7 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,720 $1.09M 0.27% +20 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,719 $1.09M 0.02% +3 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,717 $1.09M <0.01% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,714 $1.09M 0.04% +40 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,712 $1.09M 0.22% -9 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 1,711 $1.09M 0.22% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,709 $1.08M 0.06% +148 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,701 $1.08M 0.18% +28 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,699 $1.08M 0.54% +1 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,697 $1.08M 0.49% +636 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,695 $1.08M 0.27% +34 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,695 $1.07M 0.27% +199 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,694 $1.07M 0.08% +5 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,694 $1.07M 0.1% -449 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,690 $1.07M 0.15% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,689 $1.07M 0.13% +144 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,687 $1.07M 0.55% -35 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,685 $1.07M 0.11% +73 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,684 $1.07M 0.24% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,682 $1.07M 0.14% +24 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,678 $1.06M 0.06% +99 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,677 $1.06M 0.57% +133 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,673 $1.06M 0.1% 0 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 1,659 $1.05M 0.46% -118 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,658 $1.05M 0.34% +8 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,655 $1.05M 0.13% -102 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,653 $1.05M 0.38% +25 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,650 $1.05M 0.81% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 1,649 $1.05M 0.44% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,646 $1.04M 0.03% +62 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,642 $1.04M 0.13% +53 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 1,641 $1.04M 0.04% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,639 $1.04M 0.24% +1 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,637 $1.04M 0.04% +984 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,635 $1.04M 0.25% -6 13F-HR/A Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,634 $1.04M 0.08% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,627 $1.03M 0.12% +179 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,627 $1.03M 0.05% +94 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,625 $1.03M 0.07% +21 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,624 $1.03M 0.06% -82 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,619 $1.03M 0.19% -167 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,620 $1.03M 0.28% +211 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,618 $1.03M 0.08% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,618 $1.03M 0.08% +20 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,615 $1.02M 0.05% +17 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,611 $1.02M 0.26% -91 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,608 $1.02M 0.03% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,608 $1.02M 0.11% +96 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,608 $1.02M 0.05% -3,631 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,606 $1.02M 0.08% 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,602 $1.02M 0.36% +1,000 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 1,598 $1.01M 0.65% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,596 $1.01M 0.26% -12 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,593 $1.01M 0.06% +1,140 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,591 $1.01M 0.04% +731 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,585 $1M 0.08% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1M 0.24% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,579 $1M 0.03% +186 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,577 $1M 0.22% +26 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,565 $993K 0.19% -7 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,563 $992K 0.05% -50 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,562 $991K 0.07% -33 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,562 $991K 0.6% +800 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 1,561 $990K 0.29% +4 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,557 $987K 0.07% -787 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,553 $985K 0.16% +1 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,552 $984K 0.41% 0 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,550 $983K 0.23% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,547 $981K 0.14% -90 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,546 $981K 0.02% -20 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,542 $978K 0.13% new 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 1,532 $972K 0.15% +127 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,526 $968K 0.26% +546 13F-HR/A Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,647 $967K 0.09% -1,084 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,523 $966K 0.48% -3 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,523 $966K 0.06% +9 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,522 $965K 0.43% -1 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,516 $962K 0.61% +90 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,514 $960K 0.12% +63 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,511 $958K 0.04% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,510 $958K 0.16% +170 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,507 $956K 0.29% +21 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,500 $951K 0.1% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,500 $951K 0.1% +1,300 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,500 $951K 0.68% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,497 $949K 0.11% +5 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,494 $948K 0.06% -38 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,490 $945K 0.06% +55 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,488 $944K 0.21% +4 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,488 $944K 0.33% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,487 $943K 0.07% -4 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,487 $943K 0.03% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,479 $941K 0.13% -1 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,481 $940K 0.1% +60 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,481 $939K 0.07% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,472 $936K 0.04% +201 13F-HR Timeline Group TrustBank in group TrustBank More: the full row for TrustBank 1,475 $936K 0.32% +5 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,473 $934K 0.1% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,472 $934K 0.19% 0 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 1,472 $934K 0.56% +70 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,521 $931K 0.05% +409 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,463 $928K 0.23% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,453 $922K 0.45% -38 13F-HR Timeline United Bank More: the full row for United Bank 1,451 $920K 0.28% -423 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,450 $919K 0.01% +45 13F-HR Timeline Group Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,447 $918K 0.15% -4 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,444 $915K 0.06% +91 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,439 $913K 0.05% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,437 $912K 0.03% +7 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,434 $910K 0.26% +57 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,433 $909K <0.01% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,433 $909K 0.19% +41 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,432 $909K 0.17% +8 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,427 $905K 0.05% -20 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,424 $903K 0.01% +560 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,423 $903K 0.06% -18 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,422 $902K 0.02% +190 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,419 $900K 0.12% -209 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,417 $899K 0.23% +24 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,415 $898K 0.15% -186 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 1,412 $896K 0.33% +8 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,406 $892K <0.01% +60 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,406 $892K 0.03% -121 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,402 $892K 0.03% +2 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,401 $889K 0.27% -60 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,398 $887K 0.15% +884 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 1,396 $886K 0.34% +2 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,393 $884K 0.18% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,389 $881K 0.19% -9 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,387 $880K 0.07% -605 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,385 $878K 0.03% -26 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,381 $878K 0.15% -470 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,383 $877K 0.05% +626 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,382 $877K 0.04% -196 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 1,379 $875K 0.07% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,375 $872K 0.07% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,375 $872K 0.22% -38 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,368 $868K 0.11% -209 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,382 $867K 0.15% +4 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,366 $866K 0.06% -43 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,363 $865K 0.06% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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