INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,175 $792K 0.02% -3,469 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,124 $782K 0.06% -454 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,975 $780K 0.03% +567 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,109 $779K 0.53% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,910 $776K 0.32% +2,583 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,080 $774K 0.02% -415 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,072 $772K 0.11% -1,443 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,063 $770K 0.04% -2 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 4,063 $770K 0.46% +7 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 4,038 $766K 0.61% -774 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,006 $761K 0.15% +31 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. 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More: the full row for Beaumont Asset Management, L.L.C. 3,240 $614K 0.28% +440 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,239 $614K 0.32% +5 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,235 $613K 0.01% -13 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,226 $612K 0.02% -431 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,227 $612K 0.17% -29 13F-HR/A Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,225 $611K 0.1% +33 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,214 $609K 0.19% -331 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,209 $608K 0.14% +1,234 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,198 $606K 0.04% +351 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,190 $605K 0.05% +418 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,185 $604K 0.06% +159 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,174 $602K 0.04% +1,354 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,174 $602K 0.09% -20 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,165 $600K 0.08% -2,636 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,163 $600K 0.08% +1,557 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,148 $597K 0.03% -51 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,299 $596K 0.05% -1,004 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,142 $596K 0.1% -350 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,118 $591K 0.11% -31 13F-HR Timeline Institute for Wealth Management, LLC. 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More: the full row for Taylor Financial Group, Inc. 2,925 $555K 0.34% -22 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,915 $553K <0.01% -69 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,897 $549K 0.22% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,869 $545K 0.04% +1,669 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,864 $543K 0.2% -94 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,861 $542K 0.39% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,855 $541K 0.02% -108 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,854 $541K 0.01% -961 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,846 $540K 0.19% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,841 $539K 0.06% -74 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 2,819 $536K 0.24% -220 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,820 $535K 0.03% -150 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,818 $534K 0.23% -1,010 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 2,810 $533K 0.03% -663 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 2,808 $532K 0.29% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 2,793 $529K 0.38% +22 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,792 $529K 0.22% +221 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,777 $527K 0.1% +1,631 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,767 $525K 0.04% -616 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,759 $523K 0.15% +1 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,756 $523K 0.05% +395 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,755 $522K 0.04% -106 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,752 $522K 0.05% -26 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,746 $521K 0.02% +480 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,740 $520K 0.18% 0 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,719 $516K 0.11% -200 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,713 $514K 0.17% -1,125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,713 $514K 0.05% -10 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,702 $512K 0.36% 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,694 $511K 0.03% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,693 $511K 0.04% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,693 $511K 0.03% -196 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,686 $509K 0.01% -7,632 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,686 $509K 0.07% -298 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,675 $508K 0.1% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,675 $508K 0.14% +218 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,670 $506K 0.13% 0 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 2,663 $505K <0.01% -602 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,659 $504K 0.15% -360 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,645 $501K 0.26% -184 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. 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