FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 5,874 $400K 0.13% -148 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,871 $400K 0.03% -449 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,836 $397K 0.01% +1 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,722 $390K 0.02% +522 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 5,706 $388K 0.16% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,703 $388K <0.01% 0 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,643 $384K <0.01% 0 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 5,637 $384K 0.14% +656 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,627 $383K 0.04% new 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 5,611 $382K 0.18% -150 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,608 $382K 0.05% -911 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,558 $378K 0.03% 0 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 5,495 $374K 0.05% +2,255 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,495 $374K 0.04% -59 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,481 $373K <0.01% +4 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,427 $371K 0.07% +1,180 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 5,428 $370K 0.16% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 5,400 $368K 0.05% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,402 $368K 0.23% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,392 $367K 0.11% 0 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 5,354 $364K 0.12% +29 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 5,345 $364K 0.14% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 5,345 $364K 0.23% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 5,338 $363K 0.12% -310 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,325 $363K 0.08% -198 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,306 $361K <0.01% -25 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 5,304 $361K 0.1% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 5,285 $360K 0.15% -16 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 5,272 $359K 0.06% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 5,261 $358K 0.04% +1 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5,255 $358K 0.48% -78 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 5,255 $358K 0.2% -1,944 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 5,229 $356K 0.16% -316 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 5,217 $355K 0.05% -27 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,196 $354K 0.01% -1,888 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,178 $353K 0.04% -447 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 5,166 $352K 0.23% -13,132 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,165 $352K 0.02% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 5,155 $351K 0.05% +5 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 5,118 $348K 0.1% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,115 $348K 0.26% +609 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 5,098 $347K 0.12% -609 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,103 $347K 0.01% +430 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,088 $346K 0.15% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,074 $345K 0.01% -274 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 5,022 $342K 0.23% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,000 $340K 0.02% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 4,960 $338K 0.24% +6 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,935 $336K 0.02% 0 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 4,909 $334K 0.07% -1,108 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 4,906 $334K 0.11% +553 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 4,885 $333K 0.08% -7,370 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 4,876 $332K 0.16% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 4,870 $332K 0.03% +784 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,862 $331K 0.04% 0 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 4,792 $326K 0.02% -93 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 4,767 $325K 0.24% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 4,742 $323K 0.08% -16 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 4,694 $320K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,684 $319K 0.05% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,652 $317K 0.15% -77 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,623 $315K 0.02% +3 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,612 $314K 0.03% -287 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,610 $314K 0.02% +8 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,605 $314K 0.01% new 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,600 $313K <0.01% 0 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,556 $310K 0.07% -6,321 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 4,555 $310K 0.04% +775 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,555 $310K 0.01% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 4,549 $310K 0.03% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,547 $310K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,543 $309K 0.01% -1,972 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,533 $309K <0.01% +352 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4,521 $309K 0.05% +4,322 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,500 $306K 0.07% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,500 $306K 0.05% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 4,500 $306K 0.06% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,475 $305K <0.01% -59 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,471 $304K 0.02% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,469 $304K 0.07% +24 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 4,441 $302K 0.07% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,386 $299K 0.05% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4,379 $298K 0.07% -579 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 4,378 $298K 0.03% -65,338 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 4,353 $296K 0.1% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 4,329 $295K 0.02% +21 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,304 $293K 0.04% new 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 4,300 $293K 0.1% -3,000 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,334 $293K 0.01% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,270 $291K 0.08% +1,117 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,263 $290K 0.01% +583 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 4,258 $290K 0.23% -88 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,249 $289K 0.01% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,242 $289K 0.01% +280 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,200 $286K 0.01% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,149 $283K 0.06% -99 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,123 $281K 0.01% 0 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 4,094 $279K 0.15% -19 13F-HR/A Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 4,080 $278K 0.01% +198 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,073 $277K 0.12% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,019 $274K 0.1% -11 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 4,000 $273K 0.02% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,012 $273K 0.06% -3,894 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,010 $273K 0.14% +2 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 4,010 $273K 0.16% -12 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,976 $271K <0.01% 0 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 3,957 $269K 0.05% -328 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,950 $269K 0.02% +4 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 3,934 $268K 0.08% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,923 $267K 0.02% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,920 $267K <0.01% -175 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,919 $267K 0.05% -1,352 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,899 $265K 0.08% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,873 $264K 0.02% 0 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 3,869 $263K 0.01% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,862 $263K 0.15% -31 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,857 $263K 0.09% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,854 $262K 0.1% +13 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,845 $262K 0.01% -171 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,775 $257K 0.01% +13 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,769 $257K 0.01% +14 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,767 $256K 0.04% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,750 $255K 0.17% -15 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,740 $255K 0.04% +438 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,714 $253K 0.05% +221 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,674 $250K 0.03% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,670 $250K 0.08% +2 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,653 $249K 0.04% +19 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,650 $248K 0.03% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,631 $247K 0.15% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,629 $247K 0.08% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 3,615 $246K 0.14% new 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 3,600 $245K 0.06% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,599 $245K 0.01% +145 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,590 $244K 0.1% +19 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,561 $242K 0.04% -964 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,560 $242K 0.01% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,571 $242K <0.01% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,538 $241K 0.01% new 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,532 $240K 0.13% +275 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 3,520 $240K 0.05% -1,359 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,508 $239K 0.02% new 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 3,506 $239K 0.14% +217 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 3,501 $238K 0.11% -27 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,470 $236K 0.04% -42 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,460 $236K 0.04% 0 13F-HR Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 3,449 $235K 1.97% -808 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,447 $235K 0.04% -715 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 3,468 $234K 0.08% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,435 $234K 0.13% -712 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,423 $233K 0.04% 0 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,420 $233K 0.03% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,404 $232K 0.02% 0 13F-HR Timeline Group Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 3,400 $231K 0.14% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,351 $228K 0.02% -794 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,351 $228K 0.08% +1 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,342 $228K 0.03% -1,870 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 3,340 $227K 0.1% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,307 $225K 0.11% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,306 $225K 0.07% -378 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 3,304 $225K 0.06% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,300 $225K 0.01% 0 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 3,295 $224K 0.02% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,291 $224K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,277 $223K 0.08% +828 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,271 $223K <0.01% +2,137 13F-HR Timeline Group PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 3,269 $223K 0.06% +4 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 3,267 $222K 0.02% -1,010 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,264 $222K 0.02% +5 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,240 $221K 0.02% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,224 $219K 0.01% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,222 $219K 0.03% -36,981 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,222 $219K 0.12% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 3,220 $219K 0.05% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,220 $219K 0.03% +18 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,206 $218K 0.02% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 3,205 $218K 0.02% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,195 $218K 0.06% -1,739 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,171 $216K 0.09% +17 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,161 $215K 0.03% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,132 $213K 0.01% +3 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,106 $211K 0.01% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,102 $211K <0.01% -651 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,086 $210K 0.08% new 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,063 $209K 0.06% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,062 $208K 0.01% -182 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,057 $208K 0.01% -166 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,052 $208K 0.01% -303 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,050 $208K 0.01% +280 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,049 $208K 0.04% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,047 $207K <0.01% new 13F-HR Timeline Group Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 3,044 $207K 0.13% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,016 $205K 0.01% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,000 $204K <0.01% 0 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,998 $204K <0.01% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,998 $204K 0.03% -538 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 2,975 $203K 0.07% 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,951 $201K 0.05% new 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 2,938 $200K 0.06% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,941 $200K <0.01% -578 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.