Columbia Bank More: the full row for Columbia Bank 1,932 $558K 0.16% -181 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,929 $557K 0.01% -322 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,924 $556K 0.07% -79 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,921 $555K 0.19% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,914 $553K 0.09% +560 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,896 $548K 0.04% +181 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 1,890 $546K 0.15% -185 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 1,879 $543K 0.33% +264 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,871 $540K 0.01% +68 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,866 $539K 0.07% new 13F-HR Timeline TOBAM More: the full row for TOBAM 1,863 $538K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,854 $536K 0.01% -13,784 13F-HR Timeline Group CenterBook Partners LP More: the full row for CenterBook Partners LP 1,849 $534K 0.03% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,847 $534K 0.07% -52 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,846 $533K 0.07% +22 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,843 $532K 0.08% -1 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,838 $531K 0.18% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,834 $530K 0.13% -140 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,818 $525K 0.05% -14 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,816 $525K 0.2% -115 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,670 $523K 0.06% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,809 $523K 0.31% +2 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,802 $521K 0.08% +535 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,450 $520K 0.06% +308 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,801 $520K 0.01% +89 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,800 $520K 0.11% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,799 $520K 0.02% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,794 $518K 0.07% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,783 $515K 0.08% -198 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,782 $515K 0.13% -135 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,780 $514K 0.16% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,768 $511K 0.01% -1,158 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,765 $510K 0.02% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,761 $509K 0.03% new 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 1,760 $508K 0.15% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,760 $508K 0.07% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,750 $506K -200 Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,743 $504K 0.04% +80 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,744 $504K 0.28% -186 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,741 $503K 0.02% +37 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,727 $499K 0.17% +1 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,726 $499K 0.04% -90 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,722 $498K 0.04% +10 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,709 $494K 0.21% -50 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,707 $493K 0.01% +4 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 1,700 $491K 0.03% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,700 $491K 0.16% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,699 $491K 0.05% +29 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,692 $489K 0.02% -8 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,687 $487K 0.03% new 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 1,686 $487K 0.05% -77 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,684 $486K 0.03% +58 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,684 $486K 0.02% -57 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,682 $486K 0.06% 0 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 1,680 $485K 0.17% -30 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,680 $485K 0.03% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,679 $485K 0.02% +223 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,679 $485K 0.03% +413 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,666 $483K 0.01% +602 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,672 $483K 0.03% -33,490 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,664 $481K 0.24% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,661 $480K 0.02% +196 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,660 $480K 0.07% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,658 $479K 0.07% -11 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,657 $479K 0.02% -32 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,653 $478K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,654 $478K 0.19% +10 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,644 $475K 0.03% -35 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,630 $473K 0.03% +18 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,635 $472K 0.02% -100 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,631 $471K 0.03% +345 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,630 $471K 0.41% +131 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,626 $470K 0.07% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,621 $468K 0.01% +202 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,619 $468K 0.09% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,607 $464K 0.03% +267 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,604 $463K 0.24% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,603 $463K 0.03% -151 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,602 $463K 0.04% -12 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,592 $460K 0.23% +8 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,589 $459K <0.01% -237 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,588 $459K 0.12% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,584 $458K 0.02% +277 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,579 $457K 0.02% +698 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,581 $457K 0.01% -9 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,578 $456K 0.03% +1,001 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,573 $454K 0.05% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,572 $454K 0.03% +14 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 1,571 $454K 0.45% -15 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,566 $452K 0.02% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,565 $452K 0.01% +17 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,555 $451K 0.14% +224 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,562 $451K 0.05% +3 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,561 $451K 0.05% -80 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,560 $451K 0.04% +328 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 1,552 $450K 0.36% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,556 $449K 0.01% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,555 $449K 0.23% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,492 $449K 0.1% new 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,550 $448K 0.49% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,546 $447K 0.02% -425 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,536 $446K 0.02% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,543 $446K 0.07% -28 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,535 $443K 0.02% -375 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 1,513 $440K 0.01% -5,961 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,524 $440K 0.2% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,515 $439K 0.03% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,515 $438K 0.01% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,511 $436K 0.27% +85 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,510 $436K 0.06% -136 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,509 $436K 0.24% -100 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,504 $434K 0.17% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,503 $434K 0.01% -142 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,501 $434K 0.06% -2 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,500 $433K 0.1% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,500 $433K 0.21% 0 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,488 $430K <0.01% -9 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,487 $430K 1.14% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,485 $429K 0.03% +8 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,473 $425K 0.03% +60 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,451 $422K 0.01% -63 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,456 $421K 0.05% +534 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,454 $420K 0.08% -52 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,452 $419K 0.09% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,361 $419K 0.01% -475 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,449 $419K 0.03% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,449 $419K 0.03% -72 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,435 $415K 0.13% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,430 $413K 0.3% -130 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 1,430 $413K 0.17% 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,428 $413K 0.01% new 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,417 $409K 0.07% +328 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,431 $409K 0.03% +160 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,415 $409K 0.03% -39 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,413 $408K 0.01% +135 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,408 $407K 0.2% +20 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,406 $406K 0.01% +55 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,405 $406K <0.01% +150 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,404 $405K 0.07% +38 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 1,207 $405K 0.09% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,399 $404K 0.03% -1,685 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,399 $404K 0.03% +320 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,398 $404K 0.01% -455 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,396 $403K 0.06% -6 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,394 $403K 0.01% -548 13F-HR Timeline Group bLong Financial, LLC More: the full row for bLong Financial, LLC 1,390 $402K 0.28% 0 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 1,390 $402K 0.13% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,379 $398K 0.14% 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,373 $397K 0.09% 0 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,371 $396K 0.04% +267 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,359 $393K 0.35% -143 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,348 $390K 0.11% 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,348 $389K 0.05% -458 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,348 $389K 0.03% -19 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,345 $389K 0.04% -312 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,342 $388K 0.01% -127 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,335 $386K 0.04% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,329 $384K 0.07% +1 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,324 $382K 0.08% +316 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,318 $381K 0.02% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,317 $380K 0.04% -530 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARR E S & CO More: the full row for BARR E S & CO 1,316 $380K 0.02% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,316 $380K <0.01% +174 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,311 $379K 0.04% -4 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,307 $378K 0.03% -183 13F-HR Timeline Group Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 1,290 $373K 0.17% -10 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,537 $373K 0.18% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,278 $369K 0.03% +82 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,276 $369K 0.01% -100 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,270 $367K 0.01% +1,224 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,264 $367K 0.02% +323 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,265 $365K 0.05% +119 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,265 $365K 0.13% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,263 $365K 0.04% -30 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,261 $364K 0.02% -78 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 1,257 $363K 0.09% 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,255 $363K 0.1% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 1,244 $361K 0.17% 13F-HR/A Timeline Steadtrust LLC More: the full row for Steadtrust LLC 1,247 $360K 0.22% +192 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,242 $359K 0.32% 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 1,015 $359K 0.26% -119 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,240 $358K 0.11% -27 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,237 $357K 0.02% +5 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 1,235 $357K 0.02% -71 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,235 $357K 0.02% +370 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,231 $356K 0.07% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,225 $356K 0.02% +198 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,223 $355K 0.07% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,175 $354K 0.24% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,219 $352K 0.02% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,220 $352K 0.03% +329 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,218 $352K 0.19% new 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1,214 $351K 0.33% 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,207 $349K 0.1% -8 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,200 $348K 0.12% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,205 $348K 0.05% -110 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,204 $348K 0.01% -12 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 1,202 $347K 0.02% -100 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,200 $347K 0.18% -21 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,196 $345K 0.04% -11 13F-HR Timeline