NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,661 $553K 0.04% +342 13F-HR Timeline Group Atwater Malick LLC More: the full row for Atwater Malick LLC 2,661 $553K 0.15% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,648 $551K 0.02% +13 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,645 $550K 0.12% +545 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,638 $548K 0.04% +143 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,635 $548K <0.01% +221 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,705 $548K 0.07% +795 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 2,632 $547K 0.14% +458 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,614 $543K 0.39% +34 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,583 $537K 0.07% +228 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,574 $535K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,568 $534K 0.01% +81 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,552 $530K 0.19% -32 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,551 $530K 0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,535 $527K 0.03% -184 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 2,530 $526K 0.03% +660 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,524 $525K 0.1% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,521 $524K 0.36% +78 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 2,520 $524K 0.01% 0 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 2,507 $521K 0.02% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,504 $520K 0.09% -90 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,436 $520K 0.03% -205 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,713 $519K 0.02% +69 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,494 $519K 0.01% +551 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,492 $518K 0.16% +2 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,489 $517K 0.34% -60 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,486 $517K 0.11% -6 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,482 $516K 0.01% +218 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,476 $515K 0.01% +332 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,475 $515K 0.11% -54 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,465 $512K 0.05% -10,884 13F-HR Timeline Group Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,440 $507K 0.24% -12,880 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,435 $506K 0.02% -27 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,417 $502K +138 Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,412 $501K 0.02% +3 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,411 $501K 0.06% +11 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,400 $499K 0.13% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,400 $499K 0.11% -80 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Field & Main Bank More: the full row for Field & Main Bank 2,400 $499K 0.15% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,389 $497K 0.02% +211 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,372 $493K 0.04% -48 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,368 $492K <0.01% +1,000 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,366 $492K 0.02% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,364 $491K 0.02% +699 13F-HR/A Timeline ROGCO, LP More: the full row for ROGCO, LP 2,364 $491K 0.16% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,627 $489K 0.01% +11 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,325 $482K 0.06% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,498 $481K 0.01% +78 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,311 $480K 0.11% +1,053 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,235 $480K 0.39% +69 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,306 $479K 0.28% +2,019 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,303 $479K 0.02% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,302 $479K 0.01% +17 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,300 $478K 0.05% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,300 $478K 0.09% +2,220 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,274 $473K 0.02% -383 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,251 $468K 0.05% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,251 $468K 0.07% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,246 $467K 0.07% +129 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,242 $466K 0.06% +245 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,239 $465K 0.06% new 13F-HR Timeline Group AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,237 $465K 0.29% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,232 $464K 0.04% -100 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 2,226 $463K 0.43% -215 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,216 $461K 0.03% +7 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 2,210 $459K <0.01% -24,089 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,201 $458K 0.08% +48 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,192 $456K 0.09% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,170 $451K 0.03% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,152 $447K 0.06% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,145 $446K 0.06% +292 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,144 $446K 0.05% -117 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,144 $446K 0.02% new 13F-HR/A Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,141 $445K 0.01% -73 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 2,128 $443K 0.06% -330 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 2,125 $442K 0.23% -8 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 2,121 $441K 0.02% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 2,114 $439K 0.06% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,114 $439K 0.04% +180 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,113 $439K 0.14% +13 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,112 $439K 0.31% -2,112 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,100 $437K 0.1% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,095 $436K 0.04% +29 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,083 $433K 0.1% +359 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,076 $432K 0.24% +22 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,070 $430K 0.01% -4 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,012 $430K 0.03% +511 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,057 $428K 0.04% +53 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,043 $425K 0.02% +167 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,024 $421K 0.2% +6 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,023 $421K 0.09% +2 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,013 $418K 0.06% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,012 $418K 0.03% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,008 $417K 0.17% +161 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,000 $416K <0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,000 $416K 0.19% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,000 $416K 0.07% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,000 $416K 0.14% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,991 $414K 0.51% +2 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,988 $413K 0.01% +38 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,982 $412K <0.01% -14 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,970 $409K 0.02% +154 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,952 $406K 0.18% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,950 $405K 0.28% -85 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,931 $401K 0.01% +413 13F-HR/A Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,919 $399K 0.14% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,120 $395K 0.08% -198 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,893 $394K 0.01% +695 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,892 $393K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,889 $393K 0.02% +75 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,885 $392K <0.01% -39 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,882 $391K 0.01% +265 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,871 $389K 0.14% -496 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,869 $389K 0.02% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,858 $386K 0.05% -362 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,850 $385K 0.26% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,836 $382K 0.06% +286 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,829 $380K 0.02% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,821 $379K 0.02% 0 13F-HR/A Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,818 $378K 0.05% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,809 $376K 0.16% +34 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,807 $376K 0.08% +75 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,802 $375K <0.01% -2,414 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,801 $374K 0.01% +34 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,798 $374K 0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,796 $373K 0.01% +449 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,794 $373K 0.01% +523 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,787 $371K 0.02% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,776 $369K 0.03% new 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 1,774 $369K -814 Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,767 $367K 0.02% +1,013 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,766 $367K 0.01% -4,334 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,766 $367K 0.05% +6 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 1,744 $363K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,741 $362K 0.03% +474 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,740 $362K 0.03% -401 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,734 $360K 0.17% +745 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,729 $359K 0.03% +12 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 1,729 $359K 0.31% -9 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,726 $359K 0.03% +5 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,900 $358K 0.03% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,711 $356K 0.05% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,710 $355K 0.02% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,701 $354K 0.16% +15 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,700 $353K 0.24% -35 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,698 $353K 0.1% +11 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 1,692 $352K 0.13% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,690 $351K 0.01% -177 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,686 $351K 0.02% -2,661 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,685 $350K 0.13% +311 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 1,680 $350K 0.07% new 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,875 $348K 0.12% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,672 $348K 0.26% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,677 $340K 0.02% -825 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,635 $340K 0.1% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,630 $339K 0.11% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,624 $338K 0.05% +33 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,621 $337K 0.05% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,619 $336K 0.02% -557 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,617 $336K 0.01% +230 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,751 $336K 0.01% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,612 $335K 0.01% -8 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,614 $335K 0.06% +14 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,606 $334K 0.02% +368 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,601 $333K 0.01% +451 13F-HR/A Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 1,600 $333K 0.21% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,600 $333K 0.06% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,600 $333K 0.05% -75 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,598 $332K 0.03% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,592 $331K 0.02% +44 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,587 $330K 0.03% -31 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,579 $328K 0.01% -227 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,579 $328K 0.05% new 13F-HR Timeline MOTCO More: the full row for MOTCO 1,573 $327K 0.03% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,572 $327K 0.15% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,570 $326K 0.01% +32 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,568 $326K 0.02% -232 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,558 $324K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,555 $323K 0.11% +717 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,551 $322K 0.07% -365 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,547 $322K 0.16% +10 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,641 $321K 0.03% +59 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,542 $321K 0.09% -8 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,538 $320K 0.11% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,533 $319K 0.08% -43 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,530 $318K 0.3% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,530 $318K 0.01% -1,031 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,529 $318K 0.65% -4,715 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,527 $317K 0.02% +209 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,526 $317K 0.02% 0 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,525 $317K 0.03% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,524 $317K 0.02% +320 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,516 $317K 0.01% +358 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,521 $316K 0.03% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,520 $316K 0.01% -35 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 1,519 $316K 0.07% 0 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 1,518 $316K 0.08% 0 13F-HR Timeline Group LAWOOD & CO More: the full row for LAWOOD & CO 1,514 $315K 0.29% +134 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,509 $314K 0.01% -4,075 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,505 $313K <0.01% -357 13F-HR Timeline