RBF Capital, LLC More: the full row for RBF Capital, LLC 4,900 $813K 0.04% 0 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 4,900 $813K 0.03% -400 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,859 $806K 0.07% +248 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,857 $806K 0.02% -150 13F-HR Timeline Group MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 4,800 $797K 0.03% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,781 $793K 0.03% +2,160 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,738 $786K 0.78% +193 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,712 $782K 0.02% -145 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,709 $781K 0.06% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 4,661 $774K 0.24% +609 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 4,598 $765K 0.4% +727 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 4,610 $765K 0.44% +133 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,605 $764K 0.03% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 4,602 $764K 0.68% -1,747 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 4,600 $763K 0.03% +309 13F-HR Timeline Group EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 4,583 $761K 0.1% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,579 $760K 0.05% -20 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,574 $759K 0.02% +1 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,567 $758K 0.01% -475 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,538 $753K 0.04% +301 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,486 $744K 0.01% -311 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,468 $741K 0.15% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,463 $741K 0.01% +129 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,445 $738K 0.04% -193 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,416 $733K 0.07% -351 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 4,403 $731K 0.25% 0 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 4,370 $725K 0.21% +350 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,362 $724K 0.15% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,343 $721K 0.01% +896 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,340 $720K 0.02% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,313 $716K 0.05% +18 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 4,301 $714K 0.62% -201 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,281 $710K 0.05% -70 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,280 $710K <0.01% -219,426 13F-HR/A Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,237 $703K 0.08% +236 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,224 $701K 0.53% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,219 $700K 0.02% +947 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,216 $700K 0.09% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,206 $698K 0.09% +550 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,200 $697K 0.04% -33 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,189 $695K 0.07% +270 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,184 $694K <0.01% -8,148 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,181 $694K 0.31% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,127 $685K 0.04% -305 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,976 $680K 0.11% 0 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 4,093 $679K 0.22% +95 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,090 $679K 0.04% -400 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,078 $677K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,069 $675K 0.03% -401 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,050 $672K 0.24% +7 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,037 $670K 0.05% -1,068 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,022 $667K 0.01% +19 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 4,000 $664K 0.15% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,000 $664K 0.11% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,979 $660K 0.22% +345 13F-HR/A Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,963 $658K 0.1% +100 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 3,960 $657K 0.1% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,948 $655K 0.04% -41 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,940 $654K 0.02% +28 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,915 $650K 0.01% +98 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,913 $649K 0.02% +1,549 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,872 $643K 0.21% -91 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,856 $640K 0.03% +16 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,855 $640K 0.14% new 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,850 $639K 0.2% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,810 $632K 0.04% -1,053 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,807 $632K 0.03% -1,739 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,798 $630K 0.07% +49 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,770 $626K 0.03% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,763 $624K 0.12% -150 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,760 $624K 0.01% +1,373 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 3,753 $623K 0.31% +147 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,751 $622K 0.04% -1,720 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,728 $619K 0.25% +482 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 3,674 $610K 0.07% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,665 $608K 0.03% +78 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,647 $605K 0.05% +125 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,645 $605K 0.14% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,637 $604K 0.2% -82 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 3,631 $603K 0.01% -500 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,600 $597K 0.14% -200 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,600 $597K 0.03% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 3,594 $596K 0.32% -862 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,543 $588K 0.05% +897 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,525 $585K 0.07% +201 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,517 $584K 0.21% -382 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,500 $581K 0.01% -598 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,498 $580K 0.01% -247 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,482 $578K <0.01% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,441 $571K 0.28% +132 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,432 $570K 0.01% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,425 $568K 0.08% -1,338 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,400 $564K 0.02% +467 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,383 $561K 0.09% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,334 $553K 0.01% +120 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,310 $549K 0.08% +1 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,302 $548K 0.01% -21,457 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,280 $544K 0.05% +664 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,279 $544K 0.04% +821 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,250 $539K 0.13% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,244 $538K 0.13% +50 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,228 $536K 0.04% -496 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 3,217 $534K 0.11% 0 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 3,170 $526K 0.28% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,956 $520K 0.19% +91 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,115 $517K 0.08% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,114 $517K 0.03% -54 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,060 $508K 0.04% +554 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,045 $505K 0.14% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,037 $504K 0.08% +94 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,015 $500K 0.07% -5,042 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,012 $500K 0.06% -39 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,990 $496K 0.02% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,977 $494K 0.03% +460 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,973 $494K <0.01% -1,218 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,952 $490K 0.03% -160 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,947 $489K 0.02% +189 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,938 $488K 0.02% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,916 $484K 0.02% +915 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,916 $484K 0.28% -10 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 2,914 $484K 0.18% +482 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,912 $483K 0.09% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,901 $481K 0.01% -174 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 2,900 $481K 0.02% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,898 $481K 0.04% -5 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,609 $480K 0.13% +47 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 2,891 $480K 0.24% +1,662 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,883 $478K 0.02% -6 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,879 $478K 0.02% -1,718 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,877 $477K 0.15% +381 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,871 $476K 0.01% new 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,862 $475K <0.01% -40,494 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,857 $474K 0.12% -277 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,851 $473K 0.07% +118 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,833 $470K 0.16% +596 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,832 $470K 0.01% +1,936 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oak Thistle LLC More: the full row for Oak Thistle LLC 2,805 $465K 0.07% new 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 2,800 $465K 0.06% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2,800 $465K 0.44% +273 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,788 $463K 0.04% -681 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,784 $462K 0.07% +1,358 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,782 $462K 0.04% +39 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,774 $460K 0.16% +1,200 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,600 $457K 0.08% 0 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,749 $456K 0.03% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,748 $456K 0.01% -51 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,741 $455K 0.03% +26 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,734 $454K 0.01% -237 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,718 $451K 0.02% -38 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,717 $451K 0.22% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,710 $450K 0.01% -5 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,700 $448K 0.05% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,697 $448K 0.03% +132 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,685 $446K 0.03% +1,123 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,671 $443K 0.02% -189 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,668 $443K 0.01% 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,661 $442K 0.14% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,656 $441K 0.35% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,650 $440K 0.02% +11 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 2,640 $438K 0.15% 0 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,638 $438K 0.03% +111 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,629 $436K 0.02% -62 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,618 $434K 0.05% -29 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,613 $434K 0.08% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,612 $433K 0.01% +1,198 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,612 $433K 0.01% -13 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,610 $433K 0.36% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,600 $432K 0.02% -13 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,302 $431K 0.01% -781 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,594 $430K 0.09% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,590 $430K 0.14% -15 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,545 $422K 0.1% -70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 2,543 $422K 0.06% -292 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,525 $419K 0.04% -397 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,524 $419K 0.08% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,524 $419K 0.34% +25 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,522 $419K -79 Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 2,521 $418K 0.5% new 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 2,520 $418K <0.01% 0 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,515 $417K 0.04% -140 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,510 $417K 0.32% -4 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,508 $416K 0.03% -224 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,507 $416K 0.02% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,504 $416K 0.27% +91 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,500 $415K 0.28% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,495 $414K 0.33% +407 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,490 $413K 0.14% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,463 $409K 0.09% -4,072 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,449 $406K 0.09% -470 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,441 $405K 0.01% +320 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,424 $402K 0.01% +198 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,413 $400K 0.02% +6 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 2,413 $400K 0.3% +116 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,412 $400K 0.13% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,411 $400K 0.02% +249 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,400 $398K <0.01% -803 13F-HR Timeline Group SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,400 $398K 0.07% -300 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,398 $398K 0.05% +12 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,383 $396K +220 Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,379 $395K 0.01% -327 13F-HR Timeline