DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 8,269 $358K 0.1% -323 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,234 $357K 0.03% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 8,228 $357K 0.19% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,226 $357K 0.03% +961 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,209 $356K 0.02% -761 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 7,506 $354K 0.15% +1,239 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,123 $352K 0.01% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 8,107 $351K 0.06% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 8,085 $350K 0.02% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 8,076 $350K 0.08% -4,997 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 8,042 $349K 0.1% +2,308 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,037 $348K 0.04% -851 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 8,016 $347K 0.05% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,951 $345K 0.01% -166 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 7,933 $344K <0.01% -1,440 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,819 $339K 0.01% -452 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 7,815 $339K 0.19% -16,502 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 7,792 $338K 0.11% -451 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 7,768 $337K 0.07% new 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 7,715 $334K 0.02% +1,127 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 7,715 $334K 0.09% +1,900 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,709 $334K 0.02% +3,498 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,704 $334K 0.08% +457 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,637 $331K 0.16% +297 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,631 $331K 0.03% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,618 $330K 0.03% -423 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,604 $330K 0.07% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,532 $327K 0.04% +4,389 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,456 $326K 0.01% -572 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,522 $326K 0.15% +101 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 7,470 $324K 0.31% -985 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 7,467 $324K 0.18% -200 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,418 $322K 0.01% -2,535 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,402 $321K <0.01% -1,781 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 7,400 $321K 0.02% +700 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 7,382 $320K 0.04% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,256 $315K 0.01% -61,887 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 7,210 $313K 0.1% -176 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 7,177 $311K 0.02% -1,296 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 7,096 $311K 0.05% -334 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 7,134 $309K 0.2% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 7,100 $308K 0.18% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 7,073 $307K 0.05% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,056 $306K 0.11% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 7,052 $306K 0.24% -1,743 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 7,050 $306K 0.08% -1,199 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,028 $305K 0.21% -407 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,022 $304K 0.01% -979 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 6,993 $303K 0.02% -1,752 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,981 $303K 0.03% -481 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,960 $302K 0.03% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,931 $300K 0.01% +493 13F-HR Timeline LETKO, BROSSEAU & ASSOCIATES INC More: the full row for LETKO, BROSSEAU & ASSOCIATES INC 6,925 $300K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,718 $299K 0.16% -474 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 6,877 $298K 0.05% +401 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 6,827 $296K 0.05% +323 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,824 $296K 0.02% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,779 $294K 0.04% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,784 $294K 0.08% +50 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,736 $292K 0.02% +627 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 6,699 $290K 0.02% -2,355 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 6,677 $289K 0.02% -250 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,667 $289K 0.04% +1,512 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,658 $289K 0.02% +251 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,656 $289K 0.01% -1,259 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,983 $288K 0.04% new 13F-HR/A Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 6,632 $287K <0.01% -4,890 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,545 $284K 0.03% +182 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,521 $283K 0.09% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,509 $282K 0.03% +989 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 6,475 $281K 0.13% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 6,436 $279K 0.04% -10,706 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,424 $279K 0.01% -41 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,432 $279K 0.01% -958 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,408 $278K 0.05% +310 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 6,400 $277K 0.26% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,399 $277K 0.02% +395 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 6,378 $276K 0.02% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 6,377 $276K 0.03% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 6,356 $276K 0.03% -392 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 6,354 $275K 0.03% +6,225 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,265 $272K 0.03% -3,855 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,245 $271K <0.01% +445 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,234 $270K 0.02% +1,159 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,230 $270K 0.05% +273 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 6,230 $270K 0.49% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,211 $269K 0.01% +554 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 6,200 $269K 0.27% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,198 $269K 0.08% -3,993 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,133 $266K 0.01% -15 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,102 $265K 0.26% -98 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,102 $265K 0.05% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 6,099 $264K 0.01% -110 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,096 $264K 0.02% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 6,090 $264K 0.03% -20 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,084 $264K <0.01% -1,125 13F-HR/A Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,064 $263K 0.17% +100 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 6,033 $262K 0.01% +386 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,036 $262K <0.01% -20 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,033 $262K 0.05% +504 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 6,000 $260K 0.04% +2,000 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,999 $260K <0.01% -409 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,983 $259K 0.06% -209 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,967 $259K 0.01% -3,027 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,893 $259K 0.02% -2,543 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,962 $258K 0.02% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,955 $258K <0.01% -169 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,943 $258K 0.04% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,931 $257K <0.01% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,906 $256K 0.01% +100 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 5,900 $256K 0.04% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 5,897 $256K 0.06% new 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 5,885 $255K 0.03% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 5,583 $252K 0.17% -850 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,806 $252K 0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,783 $251K 0.05% -2,233 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,756 $249K 0.02% -1,331 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,743 $249K 0.03% +88 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,735 $249K 0.02% -1,692 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,715 $248K 0.06% -5,401 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,705 $247K <0.01% +9 13F-HR/A Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,700 $247K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,698 $247K 0.04% +2,214 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 5,405 $247K 0.06% -1,548 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,661 $245K 0.02% +111 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,422 $245K 0.04% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,636 $244K 0.01% -773 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,592 $242K 0.04% -2,712 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 5,590 $242K 0.07% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,556 $241K 0.01% -17 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,555 $241K 0.03% +901 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,547 $240K 0.01% new 13F-HR/A Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,533 $240K 0.07% +120 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,529 $240K 0.04% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,525 $240K 0.02% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,512 $239K 0.08% -413 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,460 $237K 0.02% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,446 $236K 0.03% new 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,426 $235K 0.03% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 5,406 $234K 0.03% -16 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,389 $234K 0.03% -2,184 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,386 $233K 0.09% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,360 $232K 0.02% new 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 5,342 $232K 0.08% +14 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,320 $231K 0.02% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,260 $228K 0.01% +1,783 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 5,230 $227K 0.16% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,195 $225K 0.02% +26 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 5,199 $225K 0.02% new 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,169 $224K 0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,137 $223K 0.01% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,117 $222K 0.02% new 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 5,085 $220K 0.1% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,041 $219K 0.01% +231 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,039 $218K 0.07% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,025 $218K 0.04% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,022 $218K 0.02% new 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 5,000 $217K 0.09% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,000 $217K 0.01% -400 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $217K 0.04% new 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 5,000 $217K 0.1% new 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 5,000 $217K 0.15% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,985 $216K 0.09% -89 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,985 $216K <0.01% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,934 $214K 0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,617 $214K 0.02% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,896 $212K 0.06% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,887 $212K <0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,881 $212K 0.03% -2,283 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,873 $211K 0.01% +276 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 4,871 $211K 0.02% 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,834 $210K <0.01% +447 13F-HR/A Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 4,825 $209K 0.06% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,802 $208K 0.05% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,800 $208K 0.05% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,790 $208K <0.01% -181 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,750 $206K 0.02% -762 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,737 $205K 0.04% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,733 $205K 0.01% new 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,717 $204K 0.07% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,706 $204K 0.05% new 13F-HR/A Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,702 $204K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,700 $204K 0.06% +730 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,443 $203K 0.14% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 4,679 $203K 0.14% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,670 $202K 0.03% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,661 $202K <0.01% -1,256 13F-HR Timeline Group Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,651 $202K 0.09% -1,054 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 4,640 $201K 0.13% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,638 $201K 0.05% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,632 $201K 0.09% -7,625 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,623 $200K 0.07% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,500 $195K 0.05% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,483 $194K 0.02% -1,962 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,449 $193K <0.01% new 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,446 $193K 0.01% +316 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,382 $190K 0.01% -786 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,306 $187K <0.01% -49 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,288 $186K 0.02% -957 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,270 $185K 0.01% new 13F-HR Timeline