Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 18,437 $304K 0.04% -559 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 18,399 $303K 0.03% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 18,308 $302K 0.06% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 18,263 $301K 0.08% +1,795 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 18,147 $299K 0.08% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 18,065 $298K 0.07% +3,030 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 18,014 $297K 0.06% -104 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 18,005 $297K 0.08% -127,968 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 17,878 $295K 0.02% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 17,861 $295K -44,567 Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 17,810 $294K 0.04% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 17,772 $293K 0.01% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 17,702 $292K 0.03% +1,072 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 17,700 $292K 0.08% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 17,617 $291K <0.01% +2,641 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 17,585 $291K 0.07% +2,161 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 17,617 $291K 0.32% 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 17,514 $289K 0.03% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 17,513 $289K 0.01% -2,840 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 17,500 $289K 0.18% 0 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 17,500 $289K 0.23% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 17,450 $288K 0.03% +850 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 17,429 $287K 0.11% +2 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 17,341 $286K 0.01% +2,791 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 17,307 $285K 0.1% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 17,304 $285K 0.02% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 17,135 $283K 0.03% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 17,120 $282K 0.02% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 17,105 $282K 0.01% -1,926 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 17,099 $282K 0.28% -6,594 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 17,080 $282K 0.1% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 17,059 $281K 0.01% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 17,050 $281K 0.06% +1,800 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 17,008 $280K 0.09% +8 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 16,995 $280K 0.07% +1,363 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 16,948 $279K 0.06% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 16,900 $279K 0.04% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 16,873 $278K 0.01% -2,120 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 16,850 $278K <0.01% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 16,846 $278K 0.04% -528 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,843 $278K <0.01% -600 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 16,829 $278K 0.01% +2,329 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 16,805 $277K 0.15% +2,254 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 16,800 $277K 0.06% -1,272 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 16,766 $276K 0.02% +561 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 16,739 $276K 0.04% +1,048 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 16,596 $274K 0.15% -8,018 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 16,593 $274K 0.03% -2,053 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 16,540 $273K 0.07% +2,200 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 16,500 $272K 0.09% -4,377 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 16,433 $271K 0.02% new 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 16,413 $271K 0.15% +316 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 16,401 $270K 0.06% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 16,388 $270K 0.12% +100 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 16,353 $270K 0.14% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,323 $269K <0.01% -923 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 15,500 $269K 0.19% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 16,269 $268K 0.1% +847 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 16,260 $268K 0.13% +800 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 16,184 $267K 0.18% +1,010 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 16,088 $265K 0.17% +131 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 16,087 $265K 0.05% +1,004 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 16,060 $264K 0.09% -2,190 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 16,000 $264K 0.21% +6,000 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 16,000 $264K 0.1% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 15,909 $262K 0.26% +784 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 15,905 $262K 0.15% 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 15,850 $261K 0.07% +1,800 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,834 $261K 0.02% -6,000 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 15,797 $260K 0.05% +2,189 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 15,765 $260K 0.05% +1,727 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 15,600 $257K 0.22% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 15,580 $257K 0.2% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,571 $257K <0.01% -2,506 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 15,540 $256K 0.05% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 15,500 $256K 0.08% +3,682 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 15,500 $256K 0.22% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,487 $255K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 14,687 $255K 0.01% -390 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 15,432 $254K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,428 $254K <0.01% +10,323 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 15,422 $254K <0.01% +3,062 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 15,386 $254K 0.08% -1,316 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 15,371 $253K <0.01% -1,104 13F-HR/A Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 15,365 $253K 0.21% 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 15,316 $253K 0.01% new 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 15,341 $253K 0.03% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 15,288 $252K 0.06% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 15,266 $252K 0.07% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 15,260 $252K 0.04% -353 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 15,175 $250K 0.02% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 15,157 $250K 0.06% +629 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,143 $250K 0.02% -281 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 15,122 $249K 0.12% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 15,100 $249K 0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15,029 $248K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 15,000 $247K 0.08% -2,972 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 15,000 $247K 0.17% -3,300 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 15,000 $247K 0.03% 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 14,960 $247K 0.13% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 14,864 $246K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 14,881 $245K 0.02% +5,689 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 14,847 $245K 0.03% +212 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 14,758 $243K 0.01% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 14,712 $243K 0.03% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 14,675 $242K 0.17% -302 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 14,590 $241K 0.02% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 14,563 $240K 1.55% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 14,507 $239K 0.09% +3,048 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 13,210 $239K 0.03% 0 13F-HR/A Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 14,486 $239K 0.03% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 13,034 $238K 0.32% +238 13F-HR/A Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,453 $238K 0.03% -512 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 14,433 $238K 0.24% 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 14,390 $237K 0.05% +100 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 14,377 $237K <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,272 $235K <0.01% -8 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 14,185 $234K 0.15% 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 13,630 $234K 0.02% -372 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 14,156 $233K 0.11% +84 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 14,105 $233K 0.13% -298 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 14,066 $232K 0.02% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 13,999 $231K 0.06% +808 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 13,978 $230K 0.03% -380 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 13,970 $230K 0.13% +268 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,928 $230K 0.01% +1,944 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 13,885 $229K <0.01% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 13,814 $228K 0.07% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 13,776 $227K 0.01% +282 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 13,733 $226K 0.06% +53 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 13,664 $225K 0.03% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 13,657 $225K 0.1% +1,500 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 13,639 $225K <0.01% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 13,586 $224K 0.23% +946 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 13,558 $224K 0.11% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 13,541 $223K 0.01% -242 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 13,535 $223K 0.04% +43 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 13,520 $223K 0.06% -26,449 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 12,278 $223K 0.08% new 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 13,490 $222K 0.14% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 13,445 $222K 0.01% +6 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 13,427 $221K 0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 13,360 $220K 0.02% +27 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 13,320 $220K 0.05% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 13,299 $219K 0.16% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,291 $219K 0.07% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,757 $219K 0.03% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 13,264 $219K 0.01% +70 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,263 $219K 0.01% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 13,216 $218K 0.05% +23 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 13,200 $218K 0.2% 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 12,831 $218K 0.11% +2,327 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 13,194 $218K 0.02% -1,320 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 12,007 $216K 0.03% +560 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 13,092 $216K 0.06% +246 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 13,071 $216K 0.04% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 12,989 $214K 0.14% -12,113 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 12,987 $214K 0.08% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 12,974 $214K 0.01% +36 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 12,913 $214K 0.17% +119 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,914 $213K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,893 $213K 0.02% -8,002 13F-HR Timeline Busey Bank More: the full row for Busey Bank 12,816 $211K 0.01% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 12,600 $208K 0.08% 0 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 12,560 $207K 0.07% +560 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,544 $207K <0.01% -287 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 12,529 $207K 0.06% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,512 $206K 0.02% -3,304 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 12,500 $206K 0.02% 0 13F-HR Timeline Group JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 12,468 $206K 0.11% +240 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 12,425 $205K 0.16% +239 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 12,416 $205K 0.02% +1,536 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 12,400 $204K 0.19% -1,500 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 12,397 $204K 0.04% 0 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 12,318 $203K 0.07% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 12,305 $203K <0.01% -480 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 12,300 $203K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12,290 $203K 0.02% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 12,116 $200K 0.03% -834 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 12,112 $200K 0.09% -61 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 12,030 $198K 0.06% +231 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 12,022 $198K 0.02% -10,265 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 12,004 $198K 0.07% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 12,000 $198K 0.06% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 10,738 $197K 0.05% +200 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 11,860 $196K 0.09% +1,750 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 11,339 $195K 4.52% +2,001 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 11,850 $195K 0.05% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,796 $195K 0.06% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 11,777 $194K 0.15% +171 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 11,624 $192K 0.05% +177 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 11,600 $191K 0.04% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 11,539 $190K 0.05% -2,865 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 11,521 $190K 0.01% -1,152 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 11,500 $190K 0.03% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 11,500 $190K 0.06% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 11,408 $188K 0.04% +218 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,402 $188K <0.01% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 11,346 $187K 0.02% -872 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,279 $186K 0.01% +300 13F-HR Timeline