CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,550 $440K 0.05% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,550 $440K 0.04% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,550 $440K 0.03% +481 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,543 $439K 0.04% +300 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,542 $439K 0.04% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,301 $438K 0.42% 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 3,511 $435K 0.03% -65 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 3,500 $434K 1.77% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,499 $434K 0.04% +60 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,495 $433K 0.08% 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,479 $431K 0.35% +3 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,523 $430K 0.16% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,448 $427K 0.33% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,445 $427K 0.19% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,440 $426K 0.04% 0 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 3,416 $423K 0.03% -62,390 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,414 $423K 0.16% +14 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,407 $422K 0.02% -340 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,382 $419K 0.05% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,381 $419K 0.14% +5 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,379 $419K <0.01% +223 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,374 $418K 0.07% -857 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 3,374 $418K 0.14% -3 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 3,363 $417K 0.16% +485 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 3,443 $416K 0.16% +70 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,345 $415K 0.32% -118 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 3,324 $412K 0.13% -87 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,315 $411K 0.02% +204 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,288 $410K 0.15% -124 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,308 $410K 0.11% -217 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,306 $410K 0.03% +327 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,300 $409K 0.02% -509 13F-HR/A Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3,300 $409K 0.03% 0 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 3,295 $408K 0.13% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,287 $407K 0.05% -16 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,278 $406K 0.15% -3,128 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,275 $406K 0.09% -9,333 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,274 $406K 0.03% -393 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,273 $406K 0.01% -1,792 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,267 $405K 0.13% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,250 $403K 0.24% +1 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,237 $401K 0.04% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,236 $401K 0.01% -138 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,229 $400K 0.07% +5 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,221 $399K 0.34% 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,377 $398K 0.04% +63 13F-HR Timeline Group Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,200 $397K 0.23% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,200 $397K 0.09% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,200 $397K 0.09% +1,274 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 3,196 $396K 0.18% +3 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 3,050 $395K 0.04% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3,183 $394K 0.13% 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,177 $394K 0.03% 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,176 $394K 0.15% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,170 $393K 0.03% +17 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,163 $392K 0.03% -1,753 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 3,157 $391K 0.05% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,155 $391K 0.01% -291 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,155 $391K 0.02% +252 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,147 $390K 0.07% -33 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 570 $389K 0.02% -2,571 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,130 $388K 0.08% -101 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,126 $387K 0.03% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,121 $387K 0.08% +535 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,118 $386K 0.04% -42 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,108 $385K 0.03% -1,469 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,106 $385K 0.02% -116 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,105 $385K 0.17% -101 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 3,091 $383K 0.06% new 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,080 $382K 0.22% -92 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,076 $381K 0.11% -45 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,068 $380K 0.12% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,048 $378K 0.01% new 13F-HR/A Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,048 $378K 0.2% +145 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 3,040 $377K 0.01% new 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,010 $373K 0.34% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,017 $373K 0.11% -143 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,000 $372K 0.4% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3,000 $372K 0.03% -2,528 13F-HR Timeline Group Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $372K 0.07% new 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 2,994 $371K 0.04% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,986 $370K 0.07% +388 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,960 $367K 0.09% -18 13F-HR Timeline WEST PACES ADVISORS INC. 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More: the full row for Banco Santander, S.A. 2,815 $349K <0.01% -8,079 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,811 $348K 0.16% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,806 $348K 0.02% -1,635 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,804 $348K 0.22% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,794 $346K 0.32% -1,524 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,791 $346K 0.01% -133 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 2,767 $345K 0.04% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,779 $344K 0.09% -516 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,771 $343K 0.12% -214 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,658 $343K 0.07% -20 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,765 $343K 0.04% +841 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,765 $343K 0.26% 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,763 $342K 0.02% +223 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,761 $342K 0.05% -3,120 13F-HR/A Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,736 $339K 0.22% +591 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,871 $339K 0.07% -758 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 2,729 $338K 0.04% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,728 $338K 0.06% +524 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,720 $337K 0.37% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,719 $337K 0.06% +130 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,717 $337K 0.17% +52 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,712 $336K 0.05% -200 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,712 $336K 0.01% +789 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,700 $335K 0.47% 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,689 $333K 0.01% -80 13F-HR Timeline Paulson Wealth Management Inc. 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More: the full row for Savvy Advisors, Inc. 2,645 $328K 0.04% -8,896 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,642 $327K 0.13% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,640 $327K 0.04% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,635 $327K 0.11% +76 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,621 $325K 0.26% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,508 $325K 0.05% -226 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,620 $325K 0.04% -348 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,619 $325K 0.01% +219 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,617 $324K 0.18% 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,614 $324K 0.12% -9 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 2,611 $324K 0.24% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,610 $323K 0.14% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,604 $323K 0.11% +36 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,600 $322K 0.07% +2,400 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,600 $322K 0.12% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,598 $322K 0.05% 0 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,596 $322K 0.12% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,592 $321K 0.04% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,589 $321K 0.04% -8,704 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,588 $321K 0.07% +89 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,570 $321K 0.04% -433 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,586 $321K 0.18% +10 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,571 $319K 0.3% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,567 $318K 0.16% +48 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,563 $318K 0.03% +117 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,556 $317K 0.01% -114 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,530 $314K 0.05% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,524 $313K 0.03% +10 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,522 $313K 0.02% -36 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,521 $312K 0.16% +41 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 2,515 $312K 0.2% +7 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,500 $310K 0.18% 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 2,498 $310K 0.01% 13F-HR Timeline Group TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 2,492 $309K 0.04% +50 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,477 $307K 0.1% -3,101 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,475 $307K 0.14% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,473 $306K 0.02% +109 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,471 $306K 0.01% -199 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 2,469 $306K 0.02% -257 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,466 $306K 0.12% +526 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,462 $305K 0.12% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,455 $304K <0.01% +32 13F-HR/A Timeline First Heartland Consultants, Inc. 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Bainbridge & Co., Inc. 2,396 $297K 0.03% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,395 $297K 0.07% -31 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,395 $297K 0.08% -250 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,391 $296K 0.01% +466 13F-HR Timeline Group