Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,725 $613K 0.18% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,724 $613K 0.47% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 1,722 $612K 0.06% -35 13F-HR Timeline Group Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,721 $612K 0.14% +33 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,719 $611K 0.02% +33 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,719 $611K 0.17% -219 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 1,706 $606K 0.1% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,705 $606K 0.04% -33 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,703 $605K 0.26% -1,195 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,699 $604K 0.47% +774 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,697 $603K 0.01% -912 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,697 $603K 0.05% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,694 $602K 0.19% +292 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,694 $602K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,691 $601K 0.06% +1,461 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 1,689 $600K 0.41% +15 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,688 $600K 0.32% +100 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,685 $599K 0.32% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,685 $599K 0.53% -2,926 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,679 $597K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,578 $595K 0.07% -105 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,673 $595K 0.14% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,666 $592K 0.13% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,665 $592K 0.2% -30 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,664 $592K 0.11% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,658 $589K 0.1% 0 13F-HR/A Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,659 $589K 0.31% -75 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 1,656 $589K 0.24% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,646 $585K 0.09% +16 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,641 $583K 0.31% -6 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 1,641 $583K 0.22% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,631 $580K 0.11% 0 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,629 $579K 0.25% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,629 $579K 0.15% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 1,628 $579K 0.24% -5 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 1,625 $578K 0.3% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,622 $577K 0.08% -16 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,811 $576K 0.23% +134 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,631 $575K 0.06% +22 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,617 $575K 0.13% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,611 $573K 0.05% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,606 $571K 0.09% +50 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,574 $570K 0.2% -2 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,604 $570K 0.34% +444 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,602 $569K 0.01% +2 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,600 $569K 0.25% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,598 $568K 0.04% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,595 $567K 0.07% -110 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,595 $567K 0.23% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,590 $565K 0.06% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,589 $565K 0.23% -1 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,583 $563K 0.03% +829 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,583 $563K 0.05% +40 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,583 $563K 0.09% +416 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,583 $563K 0.04% +119 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,583 $563K 0.08% -50 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,582 $562K 0.08% 0 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,579 $561K 0.26% +44 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,578 $561K 0.48% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,578 $561K 0.21% +42 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,576 $560K 0.03% +93 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 1,575 $560K 0.18% -75 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,574 $560K 0.13% +1,158 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,570 $558K 0.11% +230 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 1,570 $558K 0.41% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,570 $558K 0.05% new 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,566 $557K 0.24% -53 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,565 $556K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,565 $556K 0.43% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,561 $555K 0.7% -210 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,560 $555K 0.1% -50 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 1,558 $554K 0.66% -3 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 1,555 $553K 0.16% +2 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,551 $551K 0.01% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,547 $550K 0.09% 0 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,542 $548K 0.35% 0 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 1,542 $548K 0.97% -282 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,541 $548K 0.05% +65 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,539 $547K 0.19% -269 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,539 $547K 0.14% +2 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,530 $544K 0.05% +494 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,530 $544K 0.31% -500 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,530 $544K 0.22% -10 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,528 $543K 0.03% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,527 $543K 0.23% +149 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,525 $542K 0.11% +120 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,524 $542K 0.2% +150 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,519 $540K 0.26% -240 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,518 $540K 0.54% -640 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,515 $539K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,511 $537K 0.33% -671 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 1,510 $537K 0.13% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,507 $536K 0.12% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,504 $535K 0.02% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,503 $534K 0.03% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,503 $534K 0.15% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,503 $534K 0.07% +65 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,501 $534K 0.18% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,433 $534K 0.07% -14 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,500 $533K 0.31% +500 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 1,500 $533K 0.14% -571 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,500 $533K 0.23% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,500 $533K 0.18% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,500 $533K 0.31% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,500 $533K 0.06% 0 13F-HR Timeline Group Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 1,500 $533K 0.44% -115 13F-HR Timeline CANTOR FITZGERALD, L. P. group of 2 filers holding More: the full row for CANTOR FITZGERALD, L. P. 1,500 $533K -709 Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,500 $533K 0.17% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,499 $533K 0.18% +12 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 1,499 $533K 0.41% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,497 $532K 0.02% +343 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,495 $531K 0.05% +210 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,490 $530K 0.11% +514 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,490 $530K 0.03% -83 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,483 $527K 0.32% +149 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,477 $525K 0.29% -199 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,472 $523K 0.13% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,470 $523K 0.34% +89 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,457 $518K 0.27% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 1,455 $517K 0.1% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,455 $517K 0.07% +86 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,454 $517K 0.45% +4 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,453 $516K 0.01% -197 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,450 $515K 0.08% +150 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,446 $514K 0.04% +132 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,445 $514K 0.21% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,442 $513K 0.23% +18 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,438 $511K 0.17% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,438 $511K 0.11% -71 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,435 $510K 0.18% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,435 $510K 0.15% +127 13F-HR/A Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,433 $509K 0.02% -45 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,433 $509K 0.2% +52 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,429 $508K 0.01% +824 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,427 $507K 0.03% +275 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,425 $507K 0.29% -1,794 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,423 $506K 0.22% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,420 $505K 0.07% -9 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,420 $505K 0.37% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,377 $504K 0.23% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,417 $504K 0.41% +49 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,416 $503K 0.37% +66 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 1,412 $502K 0.32% -12,655 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,411 $502K 0.16% +32 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,410 $501K 0.1% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,410 $501K 0.08% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 1,409 $501K 0.35% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,404 $499K 0.05% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,403 $499K 2.15% -2,586 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 1,400 $498K 0.21% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,399 $497K 0.04% +122 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 1,398 $497K 0.17% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,394 $496K 0.05% +158 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,392 $495K 0.03% -43 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,391 $494K 0.07% -351 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,390 $494K 0.04% -171 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1,390 $494K 0.09% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,389 $493K 0.11% +65 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,383 $492K 0.02% -2 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,374 $489K 0.13% +3 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 1,376 $489K 0.28% 0 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 1,376 $489K 0.22% -33,348 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,376 $489K 0.11% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,372 $488K 0.05% new 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,371 $487K 0.3% +82 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,367 $486K 0.11% -33 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 1,365 $485K 0.16% +26 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,356 $485K 0.03% +234 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 1,362 $484K 0.07% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,354 $481K 0.07% -4 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,354 $481K 0.04% -1,407 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,350 $480K 0.22% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,350 $480K 0.12% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,348 $479K 0.17% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,346 $478K 0.16% +30 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 1,345 $478K 0.33% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,340 $476K 0.02% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,339 $476K 0.12% +10 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 1,337 $475K 0.06% +447 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,337 $475K 0.36% 0 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,335 $475K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,334 $474K 0.14% -44 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,333 $474K 0.04% +34 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,331 $473K 0.14% +55 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,330 $473K 0.03% +354 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 1,328 $472K 0.02% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,325 $471K 0.08% +170 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,321 $470K 0.46% +315 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,318 $469K 0.13% +11 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,315 $467K 0.2% new 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,307 $465K 0.24% +135 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,305 $464K 0.13% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,304 $464K 0.1% 0 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,301 $462K 0.17% +103 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,300 $462K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. one8zero8, LLC More: the full row for one8zero8, LLC 1,300 $462K 0.1% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,299 $462K 0.11% -224 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,297 $461K 0.06% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,297 $461K 0.18% +20 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,295 $460K 0.11% 0 13F-HR Timeline