Drake & Associates, LLC More: the full row for Drake & Associates, LLC 4,089 $1.16M 0.22% -483 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,084 $1.16M 0.27% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,079 $1.16M 0.08% +1,738 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,074 $1.16M 0.14% +784 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,071 $1.16M 0.15% 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,068 $1.15M 0.1% +47 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 4,056 $1.15M 0.27% -2,799 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 4,056 $1.15M 0.38% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,043 $1.15M 0.23% +95 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,025 $1.14M 0.3% -12,108 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,017 $1.14M 0.32% -9 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,009 $1.14M 0.07% +4 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,000 $1.14M 0.04% -6,600 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,996 $1.13M 0.1% +71 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,995 $1.13M 0.2% +6 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,988 $1.13M 0.39% +13 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 3,987 $1.13M 0.23% +175 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,984 $1.13M 0.25% +3,942 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,983 $1.13M 0.09% +62 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,979 $1.13M 0.41% +379 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,976 $1.13M 0.57% +9 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,972 $1.13M 0.08% +73 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,962 $1.13M 0.24% -1 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,967 $1.13M 0.61% -7 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,974 $1.12M 0.35% +156 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,961 $1.12M 0.16% +150 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,955 $1.12M 0.07% -2,480 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,954 $1.12M 0.39% -496 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,953 $1.12M 0.13% -1 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,947 $1.12M 0.36% +464 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,947 $1.12M 0.04% -384 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,944 $1.12M 0.78% -8 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,943 $1.12M 0.08% -22 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,937 $1.12M 0.02% -23 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,936 $1.12M 0.5% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,925 $1.11M +1,938 Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,919 $1.11M 0.07% -232 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,918 $1.11M 0.09% -318 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,914 $1.11M 0.03% +269 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,907 $1.11M 0.03% -57 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,904 $1.11M 0.34% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 3,907 $1.11M 0.06% -382 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,904 $1.11M 0.1% -731 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 3,893 $1.1M 0.27% +25 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,891 $1.1M 0.02% -3,847 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,880 $1.1M 0.23% +59 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,885 $1.1M 0.42% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,609 $1.1M 0.04% +44 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,846 $1.09M 0.03% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,840 $1.09M 0.03% +1,441 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,831 $1.09M 0.86% +1,578 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,825 $1.09M 0.93% +96 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,821 $1.08M 0.1% -17 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 3,820 $1.08M 1.04% -37 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,805 $1.08M 0.06% -729 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,803 $1.08M 0.13% +414 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 3,800 $1.08M 0.73% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,787 $1.07M 0.17% +776 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,786 $1.07M 0.31% +53 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,774 $1.07M 0.05% +192 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,772 $1.07M 0.08% +853 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,767 $1.07M 0.34% +515 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,766 $1.07M 0.18% +845 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,755 $1.07M 0.38% -15 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,753 $1.06M 0.13% +150 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 3,751 $1.06M 0.42% -1,156 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,566 $1.06M 0.26% +1,239 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,742 $1.06M 0.06% -85 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,731 $1.06M 0.27% -220 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,736 $1.06M 0.07% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,736 $1.06M 0.07% -3,540 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,733 $1.06M 0.11% -82 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 3,723 $1.06M 0.01% -124 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,715 $1.05M 0.01% +347 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 3,712 $1.05M 0.63% -11,123 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,708 $1.05M 0.1% +2,083 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,706 $1.05M 0.2% +330 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,685 $1.05M 1.34% 0 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 3,680 $1.04M 0.21% +9 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 3,673 $1.04M 0.79% 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,669 $1.04M 0.15% 0 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 3,669 $1.04M 0.61% -190 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 3,669 $1.04M 0.68% +14 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,663 $1.04M 0.23% -1,092 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,659 $1.04M 0.5% +87 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,656 $1.04M 0.08% +35 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,653 $1.04M 0.05% +291 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 3,649 $1.04M 0.13% 0 13F-HR/A Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,642 $1.04M 0.11% -1,183 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,647 $1.03M 0.02% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,632 $1.03M 0.02% +23 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,625 $1.03M 0.12% +475 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,625 $1.03M 0.77% -60 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,618 $1.03M 0.08% +419 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,609 $1.02M 0.01% +3,209 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 3,606 $1.02M 0.33% -32 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,606 $1.02M 0.12% +22 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,603 $1.02M 0.16% +1,408 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,600 $1.02M 0.07% new 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 3,592 $1.02M +1,871 Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,589 $1.02M 0.31% +479 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,583 $1.02M 0.29% +879 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,584 $1.02M 0.03% +11 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,578 $1.02M 0.67% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,578 $1.02M 0.21% +65 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,561 $1.01M 0.35% +12 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 3,558 $1.01M 0.77% -87 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 3,552 $1.01M 0.01% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,543 $1.01M 0.35% +470 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,540 $1M 0.09% -5,549 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,535 $1M 0.48% -74 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,534 $1M 0.42% +209 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 3,513 $997K 0.72% +9 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 3,513 $997K 0.11% 0 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 3,507 $995K 0.68% +758 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,501 $993K 0.11% -130 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 3,500 $993K 0.91% +32 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,497 $992K 0.11% +192 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,495 $992K 0.25% 0 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 3,492 $991K 0.65% +855 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,492 $991K 0.66% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,491 $991K 0.04% +19 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,490 $990K 0.35% +439 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,621 $989K 0.17% +1,381 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,484 $989K 0.01% -59 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 3,479 $987K 0.41% -482 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,478 $987K 0.51% -100 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,473 $986K 0.54% -1 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,473 $986K 0.11% -850 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 3,449 $979K 0.76% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,448 $978K 0.16% +355 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,448 $978K 0.18% -190 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,444 $977K 0.65% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,428 $972K 0.22% -10 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,425 $972K 0.28% +78 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,425 $972K 0.22% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,366 $972K 0.37% -28 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,420 $971K 0.35% -81 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 3,415 $969K 0.16% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,410 $968K 0.1% +1,535 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,384 $960K 0.05% -179 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,380 $959K 0.49% +194 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,379 $959K 0.06% -2,352 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,373 $959K 0.22% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,376 $958K 0.1% +37 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,371 $957K 0.03% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,362 $956K 0.22% +157 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,349 $951K 0.11% +46 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,351 $951K 0.15% -2 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,351 $951K 0.04% -113 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,345 $949K 0.13% +823 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,324 $943K 0.1% -21 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,312 $940K 0.02% -233 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,311 $940K 0.03% -1,175 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,308 $939K 0.08% +164 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,299 $936K 0.21% -12 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,295 $935K 0.03% -989 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,288 $933K 0.22% +85 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,976 $932K 0.07% +63 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,285 $932K 0.04% +392 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,279 $930K 0.05% -14 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,273 $929K 0.06% -109 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,262 $927K 0.03% -57 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,263 $926K 0.66% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,254 $923K 0.1% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,254 $923K 0.32% +159 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,252 $923K 0.18% -253 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,241 $921K 0.52% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,246 $921K 0.1% +6 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,243 $920K 0.15% +1 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,234 $918K 0.22% +245 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,233 $918K 0.27% +2,065 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,232 $917K 0.04% +17 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,223 $915K 0.11% +108 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,217 $914K 0.19% -41 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,213 $912K 0.05% +326 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,212 $912K 0.23% -1,588 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,111 $911K 0.46% -223 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,209 $911K 0.28% +360 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,204 $909K 0.62% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,202 $909K 0.13% +160 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,201 $908K 0.81% +813 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,200 $908K 0.08% -2,148 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,201 $907K 0.03% +2 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,186 $904K 0.3% +507 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,178 $902K 0.16% +18 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,177 $902K 0.07% -540 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,174 $901K 0.09% +4 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 3,172 $900K 0.11% +62 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 3,168 $899K 0.17% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,162 $897K 0.36% -118 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 3,161 $897K 0.05% -124 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,159 $896K 0.06% -50 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,157 $896K 0.12% +1,004 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,157 $896K 0.17% -158 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,150 $894K 0.03% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,144 $892K 0.09% +266 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 3,142 $892K 0.19% -858 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,140 $891K 0.31% -62 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,139 $891K 0.03% +1,033 13F-HR Timeline