Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 5,728 $552K <0.01% +920 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,720 $551K 0.11% +386 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,718 $551K 0.1% -1,350 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 5,709 $550K 0.05% -891 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 5,705 $550K 0.16% -8 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 5,703 $550K 0.04% +2,136 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 5,686 $548K 0.34% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,668 $546K 0.05% +2,477 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,661 $546K 0.08% +713 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,659 $545K 0.12% +301 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,654 $545K 0.18% -807 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,643 $544K 0.23% -1,355 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,642 $544K 0.04% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 5,639 $543K 0.32% -30 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,625 $542K 0.02% -26,352 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,623 $542K 0.02% -290 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,621 $542K 0.21% +132 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5,620 $542K 0.43% +56 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,615 $541K 0.04% -240 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 5,609 $541K 0.13% +3,504 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,601 $540K 0.16% -4,623 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 5,596 $539K 0.22% +2 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,588 $539K 0.19% -680 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 5,587 $538K 0.03% -16,983 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,578 $538K 0.12% -597 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,571 $537K 0.01% -99 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,569 $537K 0.05% +29 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,567 $537K 0.05% +1,297 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,555 $535K 0.04% +117 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,527 $533K 0.08% -160 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,517 $532K 0.19% +463 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 5,459 $526K 0.09% +16 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,456 $526K 0.21% +879 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 5,450 $525K 0.29% +570 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,443 $525K 0.03% +615 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,277 $523K 0.01% -309 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,417 $522K 0.06% -69 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,391 $520K 0.35% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,387 $519K 0.11% -971 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,386 $519K 0.09% -106 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 5,385 $519K 0.46% -163 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,381 $519K 0.1% -2,258 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,376 $518K 0.1% +2,956 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,361 $517K 0.03% +596 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 5,359 $517K 0.41% new 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 5,358 $516K 0.29% -25 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,358 $516K 0.02% +962 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,347 $515K 0.18% -295 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,346 $515K 0.06% +2 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,345 $515K 0.17% +26 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5,334 $514K 0.27% -175 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 5,331 $514K 0.07% -778 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 5,321 $513K 0.23% -74 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,313 $512K 0.21% -848 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,307 $511K 0.03% -406 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 5,307 $511K 0.06% -373 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 5,272 $508K 0.21% -33 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,261 $507K 0.19% -208 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 5,258 $507K 0.27% -2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,256 $507K 0.28% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,254 $506K 0.03% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,250 $506K 0.08% -264 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 5,227 $504K 0.39% -1,327 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 5,220 $503K 0.24% -350 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 5,216 $503K 0.09% +318 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,213 $502K 0.01% -235 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,213 $502K 0.02% -304 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,834 $502K 0.04% +594 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 5,194 $501K 0.35% +246 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,192 $500K 0.08% +127 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 5,167 $498K 0.47% -11 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,161 $497K 0.18% -24 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,160 $497K 0.04% -25 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,153 $497K 0.02% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,150 $496K 0.12% -77 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,131 $495K 0.02% -76 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 5,119 $493K 0.09% +7 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,103 $492K 0.2% +302 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 5,101 $492K 0.37% +3,047 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,096 $491K 0.06% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 5,090 $491K 0.36% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,086 $490K 0.1% +1,293 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,076 $489K 0.05% -44,564 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,074 $489K 0.17% -815 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,067 $488K 0.03% -92 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,064 $488K 0.1% -578 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 5,063 $488K 0.16% 0 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 5,062 $488K 0.15% -823 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,055 $487K 0.26% +20 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,043 $486K 0.13% -469 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 5,042 $486K 0.05% -78 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,030 $485K 0.2% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5,021 $484K 0.08% -10,608 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 5,018 $484K 0.4% -129 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,015 $483K 0.05% -274 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 5,009 $483K 0.14% -10 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 5,006 $482K 0.4% -97 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 5,000 $482K 1.56% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 5,000 $482K 0.81% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,999 $482K 0.04% +81 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,989 $481K 0.06% +207 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,986 $481K 0.05% -80 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 4,970 $479K 0.32% +7 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,968 $479K 0.07% -174 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 4,965 $479K 0.1% -105 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,962 $478K 0.06% +27 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 4,956 $478K 0.05% -922 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,950 $477K 0.04% -199 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,950 $477K 0.02% -62 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,944 $477K 0.05% -1,033 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,940 $476K 0.01% -412 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,938 $476K 0.04% -28,232 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,934 $476K 0.05% -1,459 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,929 $475K 0.02% +1,343 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 4,924 $475K 0.16% -279 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,922 $474K 0.02% -1,740 13F-HR Timeline Fidelis Wealth Advisors LLC More: the full row for Fidelis Wealth Advisors LLC 4,917 $474K 0.69% -622 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,905 $474K 0.31% -370 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,913 $473K 0.19% -1,607 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,553 $472K 0.17% +256 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,900 $472K 0.23% -48 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,891 $471K 0.16% -10 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 4,884 $471K 0.44% +381 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 4,879 $470K 0.09% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,876 $470K 0.05% +1,665 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,871 $470K 0.09% +47 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 4,852 $469K 0.17% -10,476 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,840 $466K 0.07% -150 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 4,831 $466K 0.04% +510 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,830 $465K 0.25% -424 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,817 $464K 0.09% -28 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 4,523 $464K 0.13% -195 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,815 $464K 0.11% -53 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,809 $463K 0.05% -441 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,807 $463K 0.14% -31 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,808 $463K 0.27% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,805 $463K 0.17% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,798 $462K 0.08% -9 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,783 $461K 0.15% +260 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,772 $460K 0.07% -560 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,765 $459K 0.02% -456 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,764 $459K 0.02% +2,555 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,762 $459K 0.24% -355 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,760 $459K 0.21% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,757 $458K 0.06% +273 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 4,752 $458K 0.1% -13 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,750 $458K 0.07% -293 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 4,750 $458K 0.04% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,746 $457K 0.12% +39 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,740 $457K 0.06% -100 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,740 $457K <0.01% -8 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 4,737 $457K 0.19% -17 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,731 $456K 0.02% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,712 $454K 0.08% -143 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 4,690 $452K 0.07% +270 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,688 $452K 0.11% -115 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,681 $451K 0.02% -155 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,680 $451K 0.21% -6 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,676 $451K 0.22% +353 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,675 $451K 0.22% -108 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 4,664 $450K 0.3% -39 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 4,662 $449K 0.37% -2,975 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,655 $449K 0.08% +92 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,645 $448K 0.02% +697 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,644 $448K 0.15% +2,195 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,640 $447K 0.04% -124 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,631 $446K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,631 $446K 0.15% -79 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,624 $446K 0.03% +740 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,624 $446K 0.1% -2 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,609 $444K 0.15% -1,557 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 4,606 $444K 0.05% -987 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 4,603 $444K <0.01% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 4,591 $442K 0.12% +12 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 4,290 $442K 0.25% -1,341 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,585 $442K 0.1% -100 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,585 $442K 0.02% +89 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,584 $442K 0.05% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,580 $441K 0.15% +1,729 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 4,571 $441K 0.44% -105 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,565 $440K 0.12% -399 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 4,562 $440K 0.03% -1,762 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,556 $439K 0.1% +12 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,393 $438K 0.07% +5 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,547 $438K 0.08% +15 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 4,546 $438K 0.2% -299 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,541 $438K 0.02% +335 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,537 $437K 0.06% +280 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,528 $436K 0.09% +145 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 4,527 $436K 0.01% +87 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,518 $435K 0.03% +1,230 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,508 $434K 0.02% +1,173 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 4,507 $434K 0.05% +17 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,504 $434K 0.06% -120 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,485 $432K 0.22% +1,503 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,484 $432K 0.09% +618 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,472 $431K 0.13% +2,367 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,471 $431K 0.26% -155 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 4,467 $431K 0.08% -193 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,467 $431K 0.15% +40 13F-HR Timeline