PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,963 $1.11M 0.08% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,958 $1.1M 0.01% -800 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,955 $1.1M 0.03% 0 13F-HR Timeline Foresight Group Ltd Liability Partnersh… More: the full row for Foresight Group Ltd Liability Partnership 1,981 $1.1M 0.19% 0 13F-HR Timeline Davis Asset Management, L.P. More: the full row for Davis Asset Management, L.P. 1,943 $1.09M 0.03% new 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,941 $1.09M 0.19% 0 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,940 $1.09M 0.6% +76 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,937 $1.09M 0.09% -40 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,863 $1.09M 0.39% +27 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,932 $1.09M 0.16% +31 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 1,913 $1.08M 0.4% -151 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,913 $1.08M 0.61% +13 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,911 $1.08M 0.21% +1,017 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,910 $1.08M 0.14% -42 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,910 $1.08M 0.01% -1,241 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,906 $1.07M 0.12% +371 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,906 $1.07M 0.08% -233 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,899 $1.07M 0.54% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,898 $1.07M 0.02% -175 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,897 $1.07M 0.03% -217 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,896 $1.07M 0.63% -140 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,895 $1.07M 0.04% +53 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,895 $1.07M 0.15% -1,163 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 1,892 $1.07M 0.58% -283 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,887 $1.06M 0.24% -326 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,884 $1.06M 0.21% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,883 $1.06M 0.12% -73 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,878 $1.06M 0.25% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,875 $1.06M 0.08% -227 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,874 $1.06M 0.05% -74 13F-HR Timeline United Bank More: the full row for United Bank 1,874 $1.06M 0.35% -29 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,862 $1.05M 0.14% +1 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,862 $1.05M 0.83% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,860 $1.05M 0.05% -32 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,851 $1.05M 0.19% -160 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,854 $1.04M 0.06% +631 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,845 $1.04M 0.1% -875 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,769 $1.04M 0.12% +923 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,848 $1.04M 0.04% +28 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,832 $1.03M 0.15% +69 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,828 $1.03M 0.15% +7 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,826 $1.03M 0.02% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,826 $1.03M 0.23% +497 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,821 $1.03M 0.15% -68 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 1,817 $1.02M 0.84% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,801 $1.01M 0.06% +120 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,786 $1.01M 0.23% -159 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,780 $1M 0.12% -207 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,778 $1M 0.33% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,778 $1M 0.03% -19 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 1,777 $1M 0.46% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,772 $998K 0.16% -7 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,771 $997K 0.04% +425 13F-HR/A Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,770 $997K 0.06% +2 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,770 $997K 0.35% -286 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,763 $996K 0.05% +1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,761 $992K 0.1% -50 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,757 $990K 0.13% -5 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,750 $989K 0.48% 0 13F-HR/A Timeline Sentry LLC More: the full row for Sentry LLC 1,750 $986K 0.31% -10 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,744 $982K 0.13% -23 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,741 $981K 0.05% +737 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,738 $979K 0.31% -680 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 1,738 $979K 0.64% +20 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,731 $975K 0.39% +18 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,731 $975K 0.01% +34 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,722 $970K 0.6% -90 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,722 $970K 0.27% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,721 $969K 0.22% +1,036 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,717 $967K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,716 $967K 0.02% -11 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,706 $961K 0.07% +31 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,702 $959K 0.27% -1,298 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 1,701 $958K 0.23% +38 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,700 $958K 0.27% -10 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,698 $956K 0.53% +7 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,696 $956K 0.39% +36 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,690 $952K 0.14% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,689 $951K 0.08% -50 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,684 $949K 0.26% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,674 $943K 0.04% -1 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,673 $942K 0.17% -714 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,673 $942K 0.1% -154 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,661 $936K 0.26% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,658 $934K 0.13% -36 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,650 $930K 0.34% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,650 $929K 0.79% 0 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,643 $926K 0.6% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,641 $924K 0.24% -318 13F-HR/A Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,638 $923K 0.26% +39 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,637 $922K 0.15% -73 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,634 $920K 0.08% -464 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,630 $918K 0.04% +330 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,628 $917K 0.37% +40 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,628 $917K 0.14% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,622 $914K 0.33% -4 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,620 $913K 0.44% +6 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,618 $911K 0.08% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,613 $909K 0.05% +22 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,612 $908K 0.11% +50 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,608 $908K 0.04% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,608 $906K 0.24% -720 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,604 $904K 0.07% -13 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,601 $902K 0.16% +46 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,598 $900K 0.08% -156 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 1,598 $900K 0.71% +20 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,598 $900K 0.05% +2 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,595 $898K 0.07% -27 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,589 $895K 0.12% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,585 $893K 0.07% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,584 $892K 0.03% +234 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,579 $890K 0.06% -5 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,579 $889K 0.05% +173 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,578 $889K 0.05% -142 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,577 $889K 0.12% +4 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,545 $889K 0.1% -260 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,572 $885K 0.19% -274 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,568 $883K 0.05% +289 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,566 $883K 0.02% -2,011 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,561 $879K 0.06% -116 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 1,557 $877K 0.31% +318 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,480 $875K 0.14% +13 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,552 $874K 0.17% -59 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,552 $874K 0.42% +75 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,551 $874K 0.21% +85 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,550 $873K 0.24% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,545 $870K 0.12% +126 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,544 $870K 0.7% +56 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,542 $869K 0.27% +304 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,538 $866K 0.11% +315 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,529 $864K 0.02% +699 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,533 $864K 0.05% +19 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,532 $863K 0.06% +58 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,531 $863K 0.07% -150 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,527 $860K 0.04% +108 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,526 $860K 0.47% -1 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,523 $858K 0.44% -40 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,514 $853K 0.06% -8 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,512 $852K 0.09% -194 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,511 $851K 0.04% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,500 $845K 0.09% -12 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 1,500 $845K 0.16% -550 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,500 $845K 0.61% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,496 $843K 0.26% -28 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,492 $840K 0.11% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,491 $840K 0.07% -78 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,491 $840K 0.42% -80 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,486 $837K 0.29% +21 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,484 $836K 0.19% -26 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,481 $834K 0.07% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,378 $831K 0.16% +4 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,473 $830K 0.09% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,472 $829K 0.22% -9 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,470 $828K 0.32% 0 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,463 $824K 0.23% -179 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,462 $824K 0.18% -125 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,461 $823K 0.26% -280 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,453 $819K 0.18% -210 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,451 $818K 0.15% -85 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,451 $817K 0.12% +117 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. 1,448 $816K 0.11% -75 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,447 $815K 0.05% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,443 $813K 0.4% +291 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,441 $812K 0.06% -91 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,439 $811K 0.05% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,435 $809K 0.06% +51 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,430 $806K 0.03% +2 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,429 $805K 0.14% +28 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,426 $803K 0.58% -155 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,424 $802K 0.21% +4 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,423 $802K 0.14% +638 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,421 $801K 0.11% -156 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,415 $797K 0.04% +228 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,413 $796K 0.22% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,411 $795K 0.03% -302 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,409 $794K 0.06% -20 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,409 $794K 0.23% -20 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 1,405 $791K 0.13% -23 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 1,404 $791K 0.37% -3 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,400 $791K 0.03% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,403 $790K <0.01% -7,309 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,405 $790K 0.01% +42 13F-HR Timeline Group Evansbrook LLC More: the full row for Evansbrook LLC 1,402 $790K 0.53% +88 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,398 $787K 0.19% +5 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 1,394 $785K 0.33% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,393 $785K 0.03% +131 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,393 $785K 0.22% 0 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,392 $784K 0.17% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,267 $783K 0.04% +59 13F-HR/A Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,386 $781K 0.3% +630 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,382 $778K 0.01% +11 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 1,379 $777K 0.07% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,378 $776K 0.18% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KG Capital Management More: the full row for KG Capital Management 1,511 $776K 0.56% -8,996 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,377 $776K 0.24% -792 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,375 $775K 0.07% -328 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,370 $772K 0.16% +31 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,368 $771K 0.04% +108 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,363 $768K 0.06% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,361 $767K 0.16% +81 13F-HR Timeline