Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,238 $333K 0.03% +606 13F-HR/A Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 2,218 $331K 0.03% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,210 $329K 0.07% -41 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,207 $329K 0.01% +924 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,196 $327K 0.05% +276 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,191 $327K 0.03% -159 13F-HR/A Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,186 $326K 0.12% -20 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,184 $325K 0.08% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,183 $325K 0.08% +81 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,180 $325K 0.06% +43 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,158 $322K 0.25% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,138 $319K 0.2% 13F-HR Timeline ROANOKE ASSET MANAGEMENT CORP/ NY More: the full row for ROANOKE ASSET MANAGEMENT CORP/ NY 2,115 $315K 0.1% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,109 $314K 0.05% -1,067 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,099 $313K 0.06% +191 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,091 $312K 0.03% -17 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,091 $312K 0.01% -42 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,088 $311K 0.02% +58 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 2,082 $310K 0.13% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,082 $310K 0.23% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,883 $310K <0.01% -505 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,070 $308K 0.01% -228 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,065 $308K 0.08% -105 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,057 $307K 0.01% -405 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 2,048 $305K 0.02% -622 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,041 $304K 0.19% +110 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,037 $304K 0.03% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,036 $303K 0.22% -2 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,017 $301K 0.23% 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,015 $300K 0.06% +128 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,011 $300K 0.06% +310 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,009 $299K 0.02% -22 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,000 $298K 0.01% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,000 $298K 0.12% 0 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,000 $298K 0.13% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,996 $297K 0.01% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,989 $296K 0.01% -106 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,985 $296K 0.01% -94 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,971 $294K 0.12% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,970 $294K 0.02% +70 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,054 $293K 0.29% -2,043 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,959 $293K 0.03% +13 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,957 $292K 0.11% -5,886 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,000 $290K 0.12% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,946 $290K 0.01% -9 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,937 $289K 0.01% -248 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,919 $286K 0.01% +45 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,911 $285K 0.06% 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,907 $284K 0.09% +40 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,907 $284K 0.01% +351 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,891 $282K 0.01% -26 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,890 $282K 0.03% +29 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,878 $280K 0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,875 $279K 0.08% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,873 $279K 0.14% -36 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,869 $278K 0.07% -3,140 13F-HR/A Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,859 $277K 0.03% +20 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,858 $277K 0.17% +358 13F-HR Timeline Group Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,852 $276K 0.09% -718 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,847 $275K 0.01% +167 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,843 $275K 0.01% +12 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,826 $272K 0.05% +270 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,825 $271K 0.08% +290 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,816 $271K 0.01% +422 13F-HR/A Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,812 $270K 0.02% +105 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,806 $270K 0.02% +954 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,804 $269K 0.03% -4,963 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,802 $269K 0.05% 0 13F-HR/A Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,798 $268K 0.04% +8 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,796 $268K 0.02% +302 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,790 $267K 0.04% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,777 $265K 0.01% +277 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,769 $264K 0.03% new 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,763 $263K 0.01% -45 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,752 $261K 0.12% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,750 $261K 0.03% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,745 $260K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,727 $257K 0.01% +13 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,722 $257K 0.03% -3 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,718 $256K 0.04% -228 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,715 $255K 0.02% -26 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,711 $255K 0.13% -6 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,711 $255K 0.09% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,707 $254K 0.01% -12 13F-HR Timeline TOBAM More: the full row for TOBAM 1,706 $254K 0.08% -172 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,700 $253K <0.01% -876 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,700 $253K 0.02% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,700 $253K 0.04% -27 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,696 $253K 0.15% -65 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,689 $252K 0.18% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,685 $251K 0.01% +488 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,680 $250K 0.12% +13 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,678 $250K 0.01% -11 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,673 $249K 0.14% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,671 $249K 0.08% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,661 $248K 0.1% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,657 $247K 0.02% -680 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,656 $247K 0.05% +479 13F-HR Timeline Group ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 1,656 $247K 0.14% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,656 $247K 0.06% +7 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,655 $247K 0.04% +103 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,652 $246K 0.02% -716 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,651 $246K 0.17% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,635 $244K 0.02% -63 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,630 $243K 0.02% -26 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,619 $241K 0.12% -773 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,617 $241K 0.02% +6 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,615 $241K 0.04% +64 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,614 $240K 0.01% -94 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,609 $240K 0.14% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,488 $239K 0.08% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,604 $239K 0.02% -1,261 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,604 $239K 0.01% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,600 $238K 0.18% +350 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 1,600 $238K 0.03% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,600 $238K 0.22% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,597 $238K 0.04% -1,656 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,594 $238K 0.02% +79 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,495 $237K <0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,588 $237K 0.01% +98 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,587 $237K 0.03% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,582 $236K <0.01% -925 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,575 $235K 0.02% +48 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,573 $234K 0.01% -490 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,572 $234K 0.05% -90 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,561 $233K 0.62% 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 1,554 $232K 0.04% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,394 $231K 0.06% new 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,550 $231K 0.04% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,549 $231K 0.01% -24 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,544 $230K 0.02% +5 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,532 $228K 0.18% 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,530 $228K 0.05% -18 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,530 $228K 0.13% -1 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,525 $227K 0.02% +60 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,522 $227K 0.22% +13 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,520 $226K 0.21% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,516 $226K 0.03% +233 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,512 $225K 0.02% -123 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,511 $225K 0.02% -26 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,510 $225K 0.06% +29 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,508 $225K 0.02% +58 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,506 $224K <0.01% +112 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,502 $224K 0.02% new 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,321 $223K 0.09% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,483 $221K <0.01% +64 13F-HR Timeline Group STAR Financial Bank More: the full row for STAR Financial Bank 1,485 $221K 0.16% -790 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,471 $219K 0.01% +49 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,469 $219K 0.13% -209 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,468 $219K 0.01% +3 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,465 $218K 0.11% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,463 $218K 0.03% +10 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 1,456 $217K 0.13% +42 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,453 $217K 0.02% -56 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,450 $216K 0.06% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,450 $216K 0.17% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,446 $215K 0.09% -10 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,444 $215K 0.16% -265 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,439 $214K 0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,439 $214K 0.16% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,438 $214K 0.07% -16 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,425 $212K 0.1% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,420 $212K 0.05% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,418 $211K 0.03% +20 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,418 $211K 0.01% new 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,418 $211K 0.06% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,414 $211K 0.04% +85 13F-HR/A Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,414 $211K 0.01% -46 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,412 $210K 0.02% -911 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,408 $210K 0.08% +45 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,396 $208K <0.01% +146 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,396 $208K <0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,391 $207K 0.04% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,391 $207K 0.19% 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,390 $207K 0.05% +50 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 1,386 $207K 0.04% new 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 1,389 $207K 0.08% +2 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,386 $206K 0.06% +4 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,382 $206K 0.05% -46 13F-HR/A Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,380 $206K 0.06% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,379 $206K 0.03% +134 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,379 $206K 0.02% -35 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,377 $205K 0.03% +559 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,376 $205K 0.01% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,375 $205K 0.08% -483 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 1,361 $203K 0.06% -18 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,354 $202K 0.01% +843 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24,835 $201K 0.02% +39 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,349 $201K 0.04% +66 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,332 $198K 0.1% -49 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,261 $188K 0.09% +8 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,240 $185K 0.15% -8 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,172 $175K 0.11% 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 1,168 $174K 0.09% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,120 $167K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,095 $163K 0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,074 $160K 0.01% +137 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,020 $152K 0.01% +52 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 993 $148K 0.07% +3 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 957 $142K <0.01% -2,600 13F-HR Timeline