OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,342 $438K 0.03% +68 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,341 $438K 0.05% +1 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,340 $438K 0.06% 0 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,340 $438K 0.09% +482 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,336 $438K 0.13% -196 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,335 $437K 0.11% +3 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,334 $437K 0.26% -511 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,321 $436K 0.05% -99 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,321 $436K 0.06% -100 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,319 $435K 0.01% +296 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,317 $435K 0.11% -2,000 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,312 $435K 0.02% +1,059 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,312 $434K 0.02% +154 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3,300 $433K 0.07% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,219 $433K 0.15% -28 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 3,295 $432K 0.12% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,290 $432K 0.09% +13 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,283 $431K <0.01% -793 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,267 $429K 0.11% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,261 $428K 0.4% +4 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,256 $427K 0.01% -1,515 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 3,263 $425K 0.4% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,222 $423K 0.06% -1 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,221 $423K 0.3% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,219 $422K 0.12% -140 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,215 $422K 0.02% +136 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 3,208 $420K 0.05% 0 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,200 $420K 0.19% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,200 $420K 0.08% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,195 $419K 0.23% +20 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,187 $418K 0.05% +1,220 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,171 $416K 0.02% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,168 $416K 0.12% +70 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,140 $412K 0.06% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,136 $411K 0.04% +1 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,133 $411K 0.03% -20 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,130 $411K 0.14% +11 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,118 $409K 0.03% -10 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,109 $408K 0.06% -1,437 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 3,108 $408K 0.04% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,106 $407K 0.02% +250 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,101 $407K 0.08% -135 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,075 $403K 0.19% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,073 $403K 0.08% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,070 $403K 0.06% +280 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,068 $402K 0.11% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,067 $402K 0.03% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,066 $402K 0.13% -7,446 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,066 $402K 0.15% +19 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,060 $401K 0.09% +630 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,053 $401K 0.06% +28 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 3,053 $400K +1,105 Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,046 $400K 0.08% +1 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,043 $399K 0.11% -45 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,040 $399K 0.02% -33 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,036 $398K 0.06% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,022 $396K 0.13% -10 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,018 $396K 0.03% -100 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,012 $395K 0.02% +64 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,008 $395K 0.13% +129 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 3,050 $394K 0.04% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,005 $394K 0.01% -9 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 3,000 $394K 0.05% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,000 $394K 0.23% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $394K 0.07% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,999 $393K 0.01% -101 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,981 $391K 0.02% -311 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,962 $389K 0.11% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,936 $385K 0.06% +415 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,920 $383K 0.03% -450 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,920 $383K 0.15% -50 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 2,918 $383K 0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,898 $380K 0.05% +120 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,896 $380K 0.04% +61 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,807 $378K 0.31% -519 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 2,872 $377K 0.03% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,857 $375K 0.02% +1,218 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,851 $374K 0.12% +57 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,850 $374K 0.02% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,847 $373K 0.02% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,843 $373K 0.01% -2,158 13F-HR/A Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,834 $372K 0.11% 0 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 2,825 $371K 0.04% +96 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,816 $369K 0.02% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,813 $369K 0.01% +169 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,812 $368K 0.09% -44 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 2,792 $366K 0.17% 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,790 $366K 0.06% +359 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 2,790 $366K 0.08% -725 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,778 $364K 0.03% -765 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,773 $364K 0.24% +3 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,770 $363K 0.02% +10 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,769 $363K 0.1% -14 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,766 $363K 0.21% -1,982 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,765 $363K 0.06% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,763 $362K <0.01% +833 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,757 $362K 0.09% -100 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,757 $362K 0.09% -539 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,754 $361K 0.02% +4 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,742 $360K 0.03% -18 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,739 $359K 0.34% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,726 $358K 0.19% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,720 $357K 0.18% -5 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,715 $356K 0.03% -251 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,715 $356K 0.07% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,709 $355K 0.06% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,709 $355K 0.06% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,696 $354K 0.04% -238 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,695 $353K 0.06% -351 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,690 $353K 0.09% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,686 $352K 0.07% +86 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,684 $352K 0.08% -190 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,679 $352K <0.01% +1 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,676 $351K 0.05% +105 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,659 $349K 0.14% +9 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 2,658 $349K <0.01% -1,284,097 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 2,650 $348K 0.02% +853 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,648 $347K 0.11% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,647 $347K 0.06% +12 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,643 $347K 0.08% -126 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,620 $344K 0.02% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,619 $344K 0.03% +104 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,619 $344K 0.17% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,613 $343K 0.02% 0 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,612 $343K 0.11% +378 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 2,611 $343K 0.24% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,610 $342K 0.06% +32 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,604 $342K 0.1% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,600 $341K 0.24% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,599 $341K 0.05% +44 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,598 $341K 0.03% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,590 $340K 0.01% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,582 $339K 0.02% -57,333 13F-HR Timeline Group Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 2,584 $339K 0.15% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,583 $339K 0.11% +223 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,577 $338K 0.05% +127 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,577 $338K 0.08% +2 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,574 $338K 0.02% -394 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,572 $337K 0.12% -20 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,571 $337K 0.31% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,570 $337K 0.04% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,564 $336K 0.17% +3 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,552 $335K 0.05% +17 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,528 $332K 0.07% +690 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 2,527 $331K 0.05% -25 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,519 $330K 0.12% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,517 $330K <0.01% +1,147 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,511 $329K 0.06% -96 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,509 $329K 0.02% -44 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,508 $329K 0.17% -300 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,507 $329K 0.19% +748 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,499 $328K 0.07% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,489 $327K 0.01% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,489 $327K 0.11% -17 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,486 $326K 0.05% -20 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,467 $324K 0.02% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,465 $323K 0.02% -24 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 2,463 $323K 0.09% -5 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,459 $323K 0.06% +87 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,457 $322K 0.03% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,452 $322K 0.02% +228 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,448 $321K 0.07% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,436 $320K 0.02% 0 13F-HR/A Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,435 $319K 0.26% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,432 $319K 0.02% 0 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,415 $317K 0.04% +180 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,407 $316K 0.02% +429 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,400 $315K 0.05% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,400 $315K 0.08% 0 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 2,400 $315K 0.11% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,400 $315K 0.09% +862 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,396 $314K 0.02% -18 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,413 $314K 0.04% -367 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,387 $313K 0.16% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,352 $309K 0.05% +350 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,351 $308K 0.04% +1 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,350 $308K 0.03% -500 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,340 $307K 0.04% -7 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,339 $307K 0.13% +2,249 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,334 $306K 0.07% -257 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,332 $306K 0.61% -31,446 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,329 $306K 0.16% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,313 $303K 0.01% +19 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,309 $303K 0.05% -242 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,308 $303K 0.04% +79 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,301 $302K 0.01% +38 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 2,300 $302K 0.03% 0 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 2,297 $301K 0.02% +150 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,296 $301K 0.02% -4 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,291 $301K 0.1% 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,280 $299K 0.2% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,280 $299K 0.02% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,278 $299K 0.12% -60 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,270 $298K 0.33% -14 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,266 $297K 0.15% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,257 $296K 0.07% -5,652 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,253 $296K 0.04% +94 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,224 $292K 0.01% -53 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,220 $291K 0.05% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,219 $291K 0.02% -323 13F-HR Timeline