BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,102 $1.08M 0.33% -322 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,073 $1.07M 0.05% +10 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,071 $1.07M 0.1% -17 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,064 $1.07M 0.12% -392 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,061 $1.07M 0.37% -23 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,061 $1.07M 0.05% +2,436 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,049 $1.07M 0.05% -126 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,034 $1.06M 0.29% +779 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,027 $1.06M 0.74% -27 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,016 $1.06M 0.16% -199 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,013 $1.06M 0.81% 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,989 $1.05M 0.07% +1,814 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,987 $1.05M 0.04% +126 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,983 $1.05M 0.58% +174 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,976 $1.05M 0.03% +1 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,964 $1.04M 0.32% +100 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,963 $1.04M 0.1% -1,072 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,962 $1.04M 0.22% -869 13F-HR Timeline TLWM More: the full row for TLWM 3,956 $1.04M 0.21% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,936 $1.04M 0.32% 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,924 $1.03M 0.31% +35 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,924 $1.03M 0.04% +161 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,910 $1.03M 0.31% +1,279 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,900 $1.03M 0.02% new 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 3,900 $1.03M 0.11% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,866 $1.02M 0.03% 0 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3,858 $1.02M 0.47% +158 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 3,849 $1.01M 0.75% -43 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,844 $1.01M 0.65% -91 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 3,563 $1.01M 0.75% -2 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 3,863 $1.01M 0.21% -20 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,810 $1M 0.13% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 3,810 $1M 0.04% +113 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,805 $1M 0.13% +375 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,799 $1M 0.28% +73 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,790 $999K 0.41% new 13F-HR Timeline Group DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,789 $998K 0.51% -50 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,782 $997K 0.1% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,769 $993K 0.13% -1,030 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,769 $993K 0.03% -626 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,019 $989K 0.4% +244 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 3,741 $986K 0.21% -46 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,730 $983K 0.75% 0 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,723 $981K 0.12% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,718 $980K 0.43% -115 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,717 $979K 0.34% -95 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,715 $979K 0.31% +20 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,700 $975K 0.36% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,697 $974K 0.09% +155 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,682 $970K 0.04% +3,624 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,644 $960K 0.08% -59 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 3,897 $959K 0.26% +469 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,634 $958K 0.04% +65 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,594 $947K 0.43% +95 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,589 $946K 0.08% -245 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,639 $944K 0.41% 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,572 $941K 0.02% +3 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,571 $941K 0.03% +1,083 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,728 $940K 0.12% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,560 $938K 0.36% +19 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 3,553 $936K 0.29% +9 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,538 $932K 0.24% -30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,530 $930K 0.26% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,526 $929K 0.06% +2,032 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,554 $928K 0.08% -1,375,918 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,517 $927K 0.23% +2 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,517 $927K 0.09% +24 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,510 $925K 0.34% +21 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,478 $916K 0.61% 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,461 $912K 0.42% +16 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,450 $909K 0.06% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,444 $907K 0.72% -74 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,435 $905K 0.02% +120 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,424 $902K 0.08% -2,882 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,421 $901K 0.03% +163 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,419 $901K 0.1% +735 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,417 $900K 0.85% -297 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,409 $898K 0.03% -341 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,400 $897K 0.13% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,399 $896K 0.06% -10 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 3,394 $894K 0.8% 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 3,377 $890K 0.82% 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,375 $889K 0.29% +1 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,368 $888K <0.01% +634 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,357 $885K 0.66% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,356 $884K 0.2% -5,327 13F-HR/A Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,393 $881K 0.17% +260 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,335 $879K 0.21% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,332 $878K 0.12% -53 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,331 $878K 0.08% -304 13F-HR Timeline Group Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 3,323 $876K 0.18% -50 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,308 $872K 0.14% -1,004 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,292 $867K 0.07% +16 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,248 $865K 0.26% +408 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,282 $865K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,278 $864K 0.01% -1,222 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,276 $863K 0.2% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,273 $862K 0.72% -200 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 3,428 $862K 0.77% -1,420 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,258 $858K 0.04% -220 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,258 $858K 0.56% +1,038 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 3,253 $857K 0.79% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,252 $857K 0.01% +381 13F-HR Timeline Group ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,251 $857K 0.57% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,235 $852K 0.01% +5 13F-HR Timeline Group Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,216 $847K 0.48% +1 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 3,211 $846K 0.58% +183 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,202 $844K 0.16% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,200 $843K 0.05% +55 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 3,186 $839K 0.66% +108 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,165 $834K 0.01% -174 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,161 $833K 0.49% -5 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,123 $823K 0.21% +28 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,103 $818K 0.08% +90 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,101 $817K 0.01% -598 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 3,095 $816K 0.73% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,081 $812K 0.03% +9 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 3,066 $808K 0.73% +83 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,058 $806K 0.46% -200 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,058 $806K 0.22% -77 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 3,048 $803K 0.03% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,026 $797K 0.57% 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 3,022 $796K 0.7% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,001 $791K 0.17% -305 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 3,000 $790K 0.13% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,995 $789K 0.01% -2,695 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,993 $789K 0.04% -63 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,992 $788K 0.3% -9 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,987 $787K 0.04% -445 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,958 $779K 0.07% +466 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,949 $777K 0.65% +467 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,946 $776K 0.02% +219 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,943 $775K 0.31% +1,934 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 2,932 $773K <0.01% -11 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,929 $772K 0.04% +1,088 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 2,928 $771K 0.15% -40,398 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,908 $766K 0.18% -266 13F-HR/A Timeline Mendel Money Management More: the full row for Mendel Money Management 2,906 $766K 0.34% +37 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 2,899 $764K 0.03% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,885 $760K 0.02% +417 13F-HR/A Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,877 $758K 0.43% -380 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,875 $758K 0.03% -298 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,857 $753K 0.34% +1,284 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,850 $751K 0.16% 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,846 $750K 0.02% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,823 $744K 0.02% 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,818 $743K 0.22% -66 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,802 $738K 0.07% +786 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 2,798 $737K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,772 $730K 0.04% -356 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,765 $728K 0.04% +70 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,756 $726K 0.07% +140 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,752 $725K 0.04% -15 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,752 $725K 0.03% +558 13F-HR/A Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 2,747 $724K 0.49% 13F-HR Timeline Group Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,737 $721K 0.53% -45 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,736 $721K 0.03% -570 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,729 $719K 0.08% -11 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,732 $719K 0.13% -24 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,718 $716K 0.01% -477 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,700 $711K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,684 $707K 0.2% +558 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,682 $707K 0.29% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,679 $706K 0.04% +125 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,668 $703K 0.1% +688 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,667 $703K 0.16% +368 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,664 $702K 0.06% +176 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,660 $701K 0.28% +39 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,659 $701K 0.39% 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 2,659 $701K 0.76% 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,650 $698K 0.05% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,645 $697K 0.01% -209 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,640 $696K 0.01% -102 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,636 $694K 0.02% 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,627 $692K 0.16% -101 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,627 $692K 0.61% 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,597 $684K 0.31% -13,795 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,592 $683K 0.06% -373 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,589 $682K 0.1% +1 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,584 $681K 0.12% +1,454 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,579 $680K 0.04% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,574 $678K 0.05% -55 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,566 $676K 0.07% +322 13F-HR Timeline Group Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 2,565 $676K 0.35% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,236 $676K 0.22% -30 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,557 $674K +413 Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,549 $672K 0.11% -56 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,547 $671K 0.13% 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,542 $670K 0.37% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,525 $665K -362 Timeline ROGCO, LP More: the full row for ROGCO, LP 2,523 $665K 0.27% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,513 $662K 0.01% +27 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,508 $661K 0.51% 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,508 $661K 0.36% -21 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,500 $659K 0.35% -100 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,500 $659K 0.11% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,500 $659K 0.04% -433 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,499 $658K 0.28% +77 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,486 $655K 0.3% +1,761 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 2,481 $654K 0.63% 13F-HR Timeline