Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,179 $352K 0.06% +17 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 3,177 $352K 0.07% +24 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,174 $352K 0.03% +793 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 3,168 $351K 0.33% +256 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,159 $350K 0.04% -46 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,157 $350K 0.13% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 3,160 $350K 0.09% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,142 $348K 0.07% -812 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 3,142 $348K 0.03% -1,506 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,127 $347K 0.02% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,120 $346K 0.13% +203 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,117 $346K 0.04% +15 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,115 $345K 0.05% +20 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,110 $345K 0.18% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,110 $345K 0.09% +10 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 3,109 $345K 0.06% -1,926 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,106 $344K 0.03% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,101 $344K 0.02% +124 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,098 $343K 0.21% +344 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,096 $343K 0.08% -266 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,095 $343K 0.01% +172 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 3,085 $342K 0.07% 0 13F-HR Timeline Kozak & Associates, Inc. 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More: the full row for Disciplined Investors, L.L.C. 3,022 $335K 0.26% +23 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,021 $335K 0.2% +79 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,012 $334K 0.15% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,011 $334K 0.09% +1 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,008 $334K 0.04% -357 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,005 $333K 0.21% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 3,004 $333K 0.05% +622 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,999 $332K 0.01% +78 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,975 $330K 0.14% +50 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 2,975 $330K 0.28% -460 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,969 $329K 0.08% -2,922 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,965 $329K 0.02% +71 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,963 $329K 0.06% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,954 $328K 0.09% -1,000 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,954 $328K 0.03% -8 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,953 $327K 0.08% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,942 $326K 0.04% +114 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,940 $326K 0.1% +535 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,928 $325K 0.11% -6,323 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,923 $324K 0.11% +105 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,919 $324K 0.02% -50 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,900 $322K 0.01% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,900 $322K 0.05% +597 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,899 $321K 0.12% -703 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,886 $320K <0.01% +1,842 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,883 $320K 0.04% +43 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,880 $319K 0.02% +178 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,877 $319K 0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,870 $318K <0.01% -473 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 2,869 $318K 0.07% -18 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,867 $318K 0.03% -11 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,866 $318K 0.02% -313 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,865 $317K 0.08% -2,201 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,856 $317K 0.16% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,855 $317K 0.01% +365 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,850 $316K 0.04% -796 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,844 $315K 0.09% -46 13F-HR/A Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,838 $315K 0.14% -757 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,734 $313K 0.14% -131 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,822 $313K 0.12% -21 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,822 $313K 0.02% +472 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 2,799 $310K 0.24% -2,926 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,789 $309K <0.01% +806 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 2,776 $308K 0.02% -89,297 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,774 $308K 0.06% 0 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 2,760 $306K 0.2% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,756 $306K 0.03% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,751 $305K 0.1% -423 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,744 $304K 0.04% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,731 $303K 0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,720 $302K 0.2% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,714 $301K <0.01% +1,818 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,699 $300K 0.27% -673 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,702 $300K 0.09% +855 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,697 $299K 0.06% +1 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,681 $297K 0.08% +5 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 2,681 $297K 0.14% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,681 $297K <0.01% +437 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,616 $290K 0.01% -234 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,614 $290K 0.04% -25 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,603 $289K 0.03% +261 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,600 $288K 0.08% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,591 $287K 0.09% -507 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 2,582 $286K 0.02% -41,452 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,581 $286K 0.01% -25 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,572 $285K 0.2% -4,509 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,560 $284K 0.02% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,553 $283K 0.1% new 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,549 $283K 0.06% -64 13F-HR Timeline JGP Global Gestao de Recursos Ltda. 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More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,480 $275K 0.25% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,464 $273K 0.12% +55 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 2,464 $273K 0.19% 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,463 $273K 0.18% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,458 $273K 0.1% +3 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,453 $272K 0.02% +236 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,451 $272K 0.09% -50 13F-HR Timeline Cambridge Advisors Inc. 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More: the full row for FAIRFIELD, BUSH & CO. 2,426 $269K 0.15% -50 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,425 $269K 0.04% +36 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,419 $268K 0.04% -924 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 2,418 $268K 0.1% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,408 $267K 0.1% +108 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,398 $266K 0.16% -5 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,391 $265K 0.02% +20 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,382 $264K 0.05% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,376 $263K 0.05% -138 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,374 $263K 0.02% +427 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,373 $263K 0.18% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,370 $263K 0.1% +7 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,367 $262K 0.03% -164 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,359 $262K 0.06% +73 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,345 $260K 0.12% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,339 $259K 0.12% -18 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,338 $259K 0.09% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,294 $257K 0.04% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,262 $256K 0.02% +120 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,309 $256K 0.06% -13,302 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 2,300 $255K 0.36% new 13F-HR Timeline Wealth Management Associates, Inc. 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More: the full row for NWF Advisory Services Inc. 2,162 $240K 0.03% +299 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,154 $239K <0.01% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,152 $239K 0.01% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,150 $238K 0.02% -1,083 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,147 $238K 0.11% +135 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,144 $238K 0.08% +111 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 2,141 $237K 0.19% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. 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