DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,263 $702K 0.03% +4 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,262 $702K 0.05% +89 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,248 $700K 0.01% +145 13F-HR Timeline Group Sciencast Management LP More: the full row for Sciencast Management LP 5,241 $699K 0.14% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,224 $697K 0.04% -116 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,217 $696K 0.03% -10 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,211 $695K 0.05% +126 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 5,108 $692K 0.25% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,184 $691K 0.08% -515 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 5,171 $689K 0.83% +1 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,170 $689K 0.04% +210 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 5,166 $689K 0.13% -2,745 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 5,166 $689K 0.13% -2,745 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,161 $688K 0.08% +1,165 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,159 $688K 0.06% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 5,158 $688K 0.07% +40 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,156 $687K 0.03% -19 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,155 $687K 0.24% -54 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,152 $687K 0.03% +138 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,124 $683K 0.18% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 5,100 $680K 0.16% 0 13F-HR/A Timeline Farmers National Bank More: the full row for Farmers National Bank 5,095 $679K 0.18% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,095 $679K 0.01% +16 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,076 $677K 0.25% -2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,074 $677K 0.27% -468 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,064 $675K 0.26% +1,003 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 5,042 $672K 0.32% +816 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,036 $671K 0.03% +745 13F-HR Timeline Group Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,024 $670K 0.47% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 5,009 $668K 0.2% -50 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,008 $667K 0.19% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,001 $667K 0.01% -83 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 5,001 $667K 0.09% -163 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 5,000 $667K 0.25% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,990 $665K 0.06% -106 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,966 $662K 0.18% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,959 $661K 0.05% -189 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,950 $660K 0.5% +50 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,938 $658K 0.09% -18 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,928 $657K 0.02% 0 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,922 $656K 0.09% new 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,910 $655K 0.46% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,862 $648K 0.05% -19 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,848 $646K 0.1% -1,307 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,823 $643K 0.43% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,815 $642K 0.07% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,801 $640K 0.33% -225 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,800 $640K 0.13% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,791 $639K 0.12% +340 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,785 $638K 0.25% +10 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,313 $637K 0.05% +115 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,771 $636K 0.02% +1,281 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,753 $634K 0.02% -268 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,752 $634K 0.03% +1,189 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,749 $633K 0.04% -2 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,748 $633K 0.35% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 4,741 $632K 0.03% +125 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,733 $631K 0.07% +11 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 4,728 $630K 0.13% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,726 $630K 0.1% +5 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,720 $629K 0.04% -1,963 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 4,720 $629K 0.07% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 4,708 $628K 0.3% +818 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,709 $628K 0.07% +3 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,706 $627K 0.05% -625 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,696 $626K 0.16% +873 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 4,656 $621K 0.47% +735 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 4,644 $619K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,631 $617K 0.04% +1,164 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,619 $616K 0.08% +210 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,610 $615K 0.13% +960 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,608 $614K 0.01% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,607 $614K 0.21% +280 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,595 $613K 0.36% -39 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,592 $612K 0.07% -10 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,582 $611K 0.18% -401 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,567 $609K 0.06% -45 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,551 $607K 0.01% +288 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,546 $606K 0.08% -3,871 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,540 $605K 0.16% -123 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,535 $605K 0.07% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,535 $605K 0.01% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,520 $603K 0.05% -21 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,516 $602K 0.07% +179 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,507 $601K 0.36% +31 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,502 $600K 0.32% +4 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 4,489 $599K 0.03% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,479 $597K 0.05% +221 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 4,477 $597K 0.38% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,470 $596K 0.08% -1,254 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 4,466 $595K 0.38% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,433 $591K 0.12% new 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 4,375 $591K 0.4% -200 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,400 $587K 0.11% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,384 $585K 0.2% +314 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,360 $581K 0.24% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,344 $579K 0.03% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,344 $579K 0.08% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,332 $578K 0.04% +65 13F-HR/A Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 4,326 $577K 0.09% +61 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,633 $574K 0.05% -305 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,300 $573K <0.01% -778 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,286 $571K 0.05% -90 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,285 $571K 0.21% +520 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,271 $569K 0.04% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 4,269 $569K 0.22% -40 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,261 $568K 0.33% -75 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,260 $568K 0.2% +1,309 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 4,257 $568K 0.01% -8,544 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,251 $567K 0.09% -3 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 4,239 $565K 0.14% 0 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 4,234 $565K 0.05% -25 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,232 $564K 0.12% -536 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,200 $560K 0.07% -20 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,194 $559K 0.2% -26 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 4,190 $559K 0.5% +81 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,157 $554K 0.19% -638 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,150 $553K 0.07% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,129 $551K 0.23% -19 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,127 $550K 0.02% -151 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,112 $548K 0.02% +738 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,064 $548K 0.04% -3,694 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,109 $548K 0.01% +702 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,076 $543K <0.01% +1,633 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,065 $542K 0.04% +20 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,624 $542K 0.02% -187 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,032 $538K 0.04% -1 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,021 $536K 0.25% +1,110 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,018 $536K 0.31% -290 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,016 $535K 0.02% -1,500 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,015 $535K 0.02% -704 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 4,011 $535K 0.2% -999 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 4,009 $535K 0.26% 0 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 4,000 $533K 0.23% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,977 $530K 0.06% -9 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,972 $530K 0.04% -1,386 13F-HR/A Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,970 $529K 0.07% 0 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 3,954 $527K 0.06% +72 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,942 $526K 0.02% -3,005 13F-HR Timeline Group OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,932 $524K 0.4% +169 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,920 $523K 0.03% -106 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,908 $521K 0.17% -654 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,895 $519K 0.14% -53 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 3,892 $519K 0.18% -2,266 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,883 $518K 0.05% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,879 $517K 0.01% +27 13F-HR/A Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 3,872 $516K 0.41% -180 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 3,867 $516K 0.24% -123 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,860 $515K 0.13% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 3,852 $514K 0.01% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,845 $513K 0.25% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,845 $513K 0.33% -264 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,842 $512K 0.11% -65 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,838 $512K 0.03% -5,556 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,818 $509K 0.2% -498 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,802 $507K 0.04% -395 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,800 $507K 0.24% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,795 $506K 0.25% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,789 $505K 0.02% 0 13F-HR/A Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,775 $503K 0.37% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,750 $500K 0.05% -533 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,743 $499K 0.19% +165 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,740 $499K 0.13% +1,616 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,730 $497K 0.12% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,724 $497K 0.04% -348 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,706 $494K 0.03% +209 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,696 $493K 0.09% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,678 $490K 0.07% +28 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,663 $488K 0.05% +34 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,659 $488K 0.05% +266 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,650 $487K 0.05% -35 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,650 $487K 0.11% -169 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,646 $486K 0.03% -580 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,630 $484K 0.16% -9 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,624 $483K 0.37% 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 3,565 $483K 0.18% +899 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,617 $482K 0.09% +147 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,609 $481K 0.04% -334 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 3,589 $479K 0.26% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,582 $478K 0.01% +682 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 3,581 $477K 0.02% +373 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,574 $477K 0.04% -40 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,247 $474K 0.17% -41 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,555 $474K 0.02% -125 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,550 $473K 0.05% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 3,544 $473K 0.27% new 13F-HR/A Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,543 $472K 0.04% 0 13F-HR/A Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,542 $472K 0.04% 0 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 3,538 $472K <0.01% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,532 $471K 0.14% -3,591 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arax Advisory Partners More: the full row for Arax Advisory Partners 3,397 $471K 0.02% +456 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,527 $470K 0.04% +305 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,526 $470K 0.16% +111 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,523 $470K 0.14% 0 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 3,515 $469K 0.11% -1,100 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,491 $465K 0.11% -50 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,478 $464K 0.06% -657 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,476 $463K 0.06% +523 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,476 $463K 0.22% new 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,466 $462K 0.32% -24 13F-HR Timeline