WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,341 $478K 0.03% -74 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,332 $474K 0.07% -169 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,322 $474K 0.01% -39 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,331 $474K 0.01% +15 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,329 $473K 0.09% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,327 $473K 0.01% +161 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1,317 $469K 0.27% -650 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,316 $469K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,314 $468K 0.05% +3 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,310 $467K 0.44% +120 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,305 $467K 0.06% -365 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,310 $467K 0.04% -35 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,306 $465K 0.08% -90 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,360 $465K 0.4% -270 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,301 $463K 0.31% +471 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,300 $463K 0.45% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,294 $461K 0.13% -4,585 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 1,290 $459K 0.2% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,288 $459K 0.05% -47 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,283 $457K 0.03% +5 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,275 $454K 0.03% -987 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,272 $453K 0.04% -45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,267 $451K 0.15% +2 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 1,259 $448K 0.11% +2 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,250 $447K 0.09% +27 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,255 $447K 0.13% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,254 $447K 0.04% +34 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,251 $446K <0.01% +343 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,251 $446K 0.23% +386 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 1,247 $444K 0.25% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,239 $441K 0.14% -1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,237 $441K 0.02% 0 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,235 $440K 0.02% +123 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,237 $440K 0.01% -3,230 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,231 $438K 0.08% 0 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 1,225 $438K 0.08% +225 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,229 $438K 0.05% +332 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,228 $437K 0.11% -3,784 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,224 $436K 0.15% +1,194 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 1,219 $434K 0.02% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,218 $434K 0.24% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,216 $433K 0.05% +74 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 $432K 0.39% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,214 $432K 0.39% -28 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,207 $432K 0.09% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,208 $430K 0.03% +6 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,206 $430K 0.25% +6 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,175 $429K 0.28% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,203 $428K 0.28% -541 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 1,203 $428K 0.13% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,202 $428K 0.12% -5 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,202 $428K 0.04% +114 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,191 $427K 0.15% +6 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,197 $426K 0.18% -182 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,197 $426K 0.02% -64 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,196 $426K 0.06% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,195 $426K 0.06% -10 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,194 $425K 0.01% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,193 $425K 0.03% -206 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,193 $425K <0.01% -212 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,190 $424K 0.09% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,185 $424K 0.1% +24 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,182 $421K 0.07% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,182 $421K 0.08% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,175 $419K -575 Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,170 $417K 0.03% +37 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 1,167 $416K 0.1% 0 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 1,166 $415K 0.21% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,161 $413K 0.08% +220 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,159 $413K 0.01% +252 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,159 $413K 0.03% +191 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,156 $412K 0.47% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,156 $412K 0.05% -691 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,155 $411K 0.02% +222 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,150 $410K 0.17% +25 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,150 $410K 0.08% -2,566 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,145 $408K 0.08% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,144 $407K 0.19% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,139 $406K 0.01% +20 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 1,136 $405K 0.07% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,133 $404K 0.06% +23 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,133 $404K 0.14% +499 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,130 $402K 0.03% +130 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,120 $401K 0.11% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,124 $400K 0.04% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,124 $400K 0.23% new 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,120 $399K 0.03% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,118 $398K 0.02% +55 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,118 $398K 0.15% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,111 $397K 0.15% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,117 $397K 0.02% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,105 $394K 0.29% +5 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,099 $391K 0.19% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,098 $391K 0.04% +1 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,090 $388K 0.02% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,082 $385K 0.13% -57 13F-HR Timeline TRUST POINT INC. 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More: the full row for Forum Finance Group S.A. 1,350 $384K 0.21% 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 1,077 $384K 0.11% +2 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,078 $384K 0.04% +1 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,075 $383K 0.06% -1 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,072 $382K 0.02% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,071 $381K 0.06% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,066 $380K 0.06% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,064 $379K <0.01% +92 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,060 $378K 0.19% -85 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 1,060 $378K 0.12% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,059 $377K 0.18% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,056 $376K 0.02% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,056 $376K 0.03% -2,677 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,050 $376K 0.13% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,052 $375K 0.2% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,050 $374K 0.11% -12,299 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,043 $373K 0.01% +45 13F-HR Timeline Group Severin Investments, LLC More: the full row for Severin Investments, LLC 1,047 $373K 0.32% -312 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,043 $371K 0.09% +1 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,035 $368K 0.13% +5 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,034 $368K 0.01% -170 13F-HR Timeline Group Beck Bode, LLC More: the full row for Beck Bode, LLC 1,027 $366K 0.06% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,026 $365K 0.02% -24 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,025 $365K 0.03% +93 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,021 $364K 0.04% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,019 $363K 0.04% -45 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,019 $363K 0.16% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,018 $363K 0.01% +77 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 1,017 $362K 0.26% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,017 $362K 0.02% +17 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,014 $361K 0.05% +8 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 915 $361K 0.02% +83 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,783 $360K 0.07% +54 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 1,011 $360K 0.14% -140 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,011 $360K 0.22% 0 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,010 $360K 0.3% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,008 $359K 0.16% -46 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,006 $358K 0.11% +1 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,001 $357K 0.01% -9 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,000 $356K 0.17% +2 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,000 $356K 0.01% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 1,000 $356K 0.19% -50 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,000 $356K 0.04% -10 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 998 $355K 0.05% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 998 $355K 0.19% -2 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 993 $354K 0.02% -39 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 993 $354K 0.02% -1,244 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 992 $353K 0.01% -1,151 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 986 $351K 0.02% +13 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 985 $351K 0.03% -1,211 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 984 $350K 0.13% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 983 $350K 0.01% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 982 $350K 0.08% +94 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 977 $348K 0.04% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 977 $348K 0.08% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 976 $348K 0.15% -191 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 975 $347K 0.07% +5 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 975 $347K 0.14% -2 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 973 $347K 0.01% +8 13F-HR/A Timeline BCS Wealth Management More: the full row for BCS Wealth Management 972 $346K 0.07% -968 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 972 $346K 0.03% +5 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 969 $345K 0.02% +343 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 969 $345K 0.17% -439 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 968 $345K 0.01% -87 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 965 $344K 0.09% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 960 $342K 0.08% +52 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 959 $342K 0.07% -53 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 958 $341K 0.04% -21 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 958 $341K 0.25% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 956 $340K 0.05% +168 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 835 $340K 0.15% +57 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 954 $340K 0.14% +100 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 954 $340K 0.11% +250 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 953 $339K 0.27% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 952 $339K 0.08% +35 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 950 $338K 0.02% -2,310 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 949 $338K 0.06% +75 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,170 $338K 0.02% 0 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 948 $338K 0.12% +162 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 948 $338K 0.1% -19 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 948 $337K 0.04% +142 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 941 $336K 0.33% +209 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 943 $336K 0.07% -2 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 918 $333K 0.22% +18 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 931 $332K 0.02% -363 13F-HR Timeline Group Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 930 $331K 0.31% -75 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 930 $331K 0.15% -30 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 930 $331K 0.05% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 925 $329K 0.01% +180 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 921 $329K 0.05% +15 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 919 $327K 0.03% 0 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 918 $327K 0.07% +132 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 918 $327K 0.01% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 917 $327K 0.02% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 917 $327K 0.07% +204 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 916 $326K 0.01% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 916 $326K 0.02% +3 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 914 $326K 0.02% -6 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 912 $325K 0.02% new 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 910 $324K <0.01% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 906 $323K 0.13% +23 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 905 $322K 0.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 904 $322K 0.06% new 13F-HR Timeline