TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,378 $359K 0.03% +46 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,361 $358K 0.02% +377 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,350 $357K 0.04% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 4,340 $356K 0.02% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,328 $355K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,322 $355K 0.09% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,321 $354K 0.03% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,300 $353K 0.06% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,198 $351K 0.01% +89 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,274 $351K 0.02% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,255 $349K 0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,242 $348K 0.02% +116 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,235 $347K 0.01% -745 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 4,209 $345K 0.05% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,200 $345K 0.01% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,200 $345K 0.15% -300 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,196 $344K 0.17% -316 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,196 $344K 0.06% -185 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 4,194 $344K 0.07% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,191 $344K 0.1% +103 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,175 $342K 0.04% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,160 $341K 0.05% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,898 $341K 0.03% -5 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,152 $341K 0.06% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,148 $340K 0.08% -100 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,144 $340K 0.1% 0 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,144 $340K 0.02% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,136 $339K 0.08% +225 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,120 $338K 0.03% new 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,075 $334K 0.1% +21 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,068 $334K 0.02% -76 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,065 $333K 0.33% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,036 $331K 0.01% 0 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,032 $331K 0.11% +227 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 4,024 $330K 0.14% -100 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,015 $329K 0.03% +31 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,012 $329K 0.14% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,000 $328K 0.29% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,985 $327K <0.01% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,977 $326K 0.15% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,965 $325K 0.03% -246 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,963 $325K 0.2% +23 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,945 $324K 0.06% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,930 $322K 0.11% +5 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,902 $320K 0.04% new 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,900 $320K 0.11% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,895 $320K 0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,887 $319K 0.11% -8 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,865 $317K 0.05% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,860 $316K 0.08% -157 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,839 $315K 0.02% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,840 $315K 0.08% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,838 $315K 0.01% new 13F-HR Timeline Group Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,827 $314K 0.17% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,826 $314K 0.04% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,823 $314K 0.02% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 3,812 $313K 0.1% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,808 $312K 0.01% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,800 $312K 0.03% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,781 $311K 0.01% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,789 $311K 0.05% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,774 $310K 0.11% +3 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,744 $307K 0.02% -831 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,742 $307K 0.16% -382 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 3,725 $306K 0.22% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 3,723 $305K 0.11% new 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 3,699 $303K 0.12% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,669 $301K 0.11% -950 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 3,667 $301K 0.33% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,666 $301K 0.09% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 3,660 $299K 0.42% 13F-HR/A Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,646 $299K 0.01% -217 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,638 $298K 0.02% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,633 $298K 0.07% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,632 $298K 0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,631 $298K 0.02% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,631 $298K 0.05% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 3,627 $297K 0.13% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 3,615 $297K 0.11% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,581 $294K 0.01% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,552 $293K 0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,568 $293K 0.01% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,440 $293K 0.02% -26 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,562 $292K 0.03% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,555 $292K 0.03% -419 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 3,554 $292K 0.12% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,469 $291K 0.06% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,551 $291K 0.2% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,549 $291K 0.02% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,541 $290K 0.05% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,539 $290K 0.07% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,518 $289K 0.03% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,516 $288K 0.02% -603 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,516 $288K 0.01% new 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,512 $288K 0.01% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,511 $288K 0.06% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 3,511 $288K 0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,509 $288K 0.03% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,503 $287K 0.02% new 13F-HR Timeline Group SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,500 $287K 0.04% new 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,464 $284K 0.03% -943 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,414 $284K 0.04% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,459 $284K 0.08% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,456 $283K 0.06% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,446 $283K 0.05% new 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 3,443 $282K 0.04% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,439 $282K 0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,437 $282K 0.02% -2,462 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,403 $279K 0.07% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,175 $278K 0.03% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,338 $277K 0.02% -2,568 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,382 $277K 0.02% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,381 $277K 0.01% 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,375 $277K 0.07% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,363 $276K 0.13% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,345 $274K 0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,331 $273K <0.01% -23 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,326 $273K 0.02% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,322 $272K 0.01% new 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 3,319 $272K 0.07% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,307 $271K 0.19% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,307 $271K 0.06% -544 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,300 $271K 0.05% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,300 $271K 0.08% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,293 $270K 0.01% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,269 $268K 0.06% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,258 $267K 0.04% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,256 $267K 0.03% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,253 $267K 0.13% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,065 $266K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,230 $265K 0.09% 0 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 3,229 $265K <0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,217 $264K 0.02% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,213 $264K 0.06% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,209 $263K 0.02% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,208 $263K 0.01% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,200 $262K 0.08% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,190 $262K 0.02% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,165 $260K 0.25% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,156 $259K 0.03% -2 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,155 $259K 0.08% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,144 $258K 0.04% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,096 $254K 0.06% -399 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,139 $252K 0.01% 0 13F-HR Timeline Group Values Added Financial LLC More: the full row for Values Added Financial LLC 3,073 $252K 0.11% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,070 $252K 0.01% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 3,069 $252K 0.03% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,058 $251K <0.01% new 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,052 $250K 0.01% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,042 $250K 0.02% new 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,030 $249K 0.06% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,028 $248K 0.1% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,027 $248K 0.06% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,023 $248K 0.02% -1,240 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,015 $247K 0.09% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,010 $247K 0.1% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,008 $247K 0.02% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,008 $247K 0.02% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,000 $246K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,000 $246K 0.06% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,000 $246K 0.03% new 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 3,000 $246K 0.04% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,997 $246K 0.1% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,994 $246K 0.02% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,989 $245K 0.14% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,970 $244K 0.19% 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,968 $243K 0.96% -70 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,963 $243K 0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,938 $241K 0.02% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,935 $241K 0.01% 0 13F-HR/A Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,910 $239K 0.04% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,901 $238K 0.04% 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,886 $237K 0.04% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,878 $236K 0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,867 $235K 0.02% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,860 $235K 0.05% -1,300 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,851 $234K 0.12% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,847 $234K 0.1% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,836 $233K 0.04% new 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 2,822 $231K 0.23% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,820 $231K 0.09% +2,195 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,815 $231K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,810 $231K 0.04% -1,172 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,800 $230K 0.13% new 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 2,800 $230K <0.01% new 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,792 $229K 0.01% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,790 $229K 0.03% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 2,790 $229K 0.05% +905 13F-HR Timeline Group Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,780 $228K 0.14% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,773 $228K 0.12% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,768 $227K 0.03% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,762 $227K 0.04% +197 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,765 $227K 0.07% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,763 $227K 0.06% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,371 $226K 0.03% -32 13F-HR/A Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 2,756 $226K 0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,753 $226K 0.17% -1,831 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,731 $224K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,726 $223K 0.03% -51 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,711 $222K <0.01% new 13F-HR Timeline