MidFirst Bank More: the full row for MidFirst Bank 2,193 $345K 0.03% -203 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,177 $344K 0.05% -417 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,188 $344K 0.02% +350 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,174 $342K 0.06% -11 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,169 $341K 0.06% +9 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,164 $340K 0.04% -2 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,045 $340K 0.01% -1,992 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,158 $339K 0.01% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,158 $339K 0.15% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,156 $339K 0.02% -645 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,156 $339K 0.02% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,138 $336K <0.01% +332 13F-HR/A Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,137 $336K <0.01% -12 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,127 $335K 0.01% -12,635 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,127 $335K 0.07% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,124 $334K 0.03% -63 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,121 $334K 0.05% +539 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,117 $333K 0.02% +33 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,100 $330K 0.18% -75 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,082 $327K 0.17% +142 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,074 $326K 0.01% -195 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,072 $326K 0.28% +60 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 2,071 $326K 0.02% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,043 $321K 0.04% +323 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,037 $320K 0.09% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,032 $320K 0.02% -341 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,018 $318K 0.04% +32 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,017 $317K <0.01% +662 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,015 $317K 0.01% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,011 $316K 0.1% -1,698 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,008 $316K 0.01% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,020 $316K 0.09% +20 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,005 $315K 0.01% -16 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,000 $315K 0.14% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,997 $314K 0.04% -23 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,993 $313K 0.02% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,989 $313K 0.17% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,980 $311K <0.01% -550 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,978 $311K 0.02% -42 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,975 $311K 0.03% -255 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,973 $310K 0.02% +461 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,960 $308K 0.02% -4,967 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,955 $307K 0.04% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,954 $307K 0.03% +330 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,941 $305K 0.11% +251 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,941 $305K 0.02% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,937 $305K 0.03% +84 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,928 $303K 0.03% -200 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,918 $302K 0.02% -779 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,914 $301K 0.04% -22 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,900 $299K 0.22% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,898 $298K 0.02% +50 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,883 $296K 0.03% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,881 $296K 0.09% +375 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 1,874 $295K 0.05% -1,877 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,873 $295K 0.11% -91 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,872 $294K 0.07% +548 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,871 $294K <0.01% new 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,888 $292K 0.14% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,856 $292K 0.02% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,862 $291K 0.02% +403 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 1,834 $288K 0.32% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,829 $288K 0.06% +101 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,827 $287K 0.07% -27 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,825 $287K 0.04% +38 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,821 $286K 0.02% -165 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,821 $286K 0.08% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,815 $285K 0.04% +25 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,808 $284K 0.01% +15 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,798 $283K <0.01% -1,729 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 1,791 $282K 0.15% 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,790 $282K 0.06% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,784 $281K 0.05% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 12,461 $280K 0.05% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,776 $279K 0.01% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,776 $279K 0.04% +48 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,761 $277K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,755 $276K 0.08% -125 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,755 $276K 0.01% +6 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,752 $276K 0.11% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,750 $275K 0.03% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,740 $274K 0.22% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,729 $272K 0.1% -58 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,727 $272K 0.02% 0 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,721 $271K 0.02% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,720 $271K 0.08% -330 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,719 $270K 0.04% -132 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,716 $270K 0.04% +403 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,715 $269K 0.06% -52 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,706 $268K 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,701 $268K 0.16% 0 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,700 $267K 0.02% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,694 $266K <0.01% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,692 $266K 0.05% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,687 $265K 0.1% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,686 $265K 0.05% +25 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,685 $265K 0.01% +5 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 1,681 $264K +1,412 Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,661 $261K 0.05% -143 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,656 $260K 0.05% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,660 $259K 0.01% +55 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,638 $258K 0.09% +54 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,630 $256K 0.01% +92 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,629 $256K 0.01% +229 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,624 $255K 0.02% -2,308 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,620 $255K 0.09% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,619 $255K 0.02% +16 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,617 $254K 0.02% -67 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,609 $253K 0.14% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,600 $252K 0.14% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,595 $251K <0.01% +1,281 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,593 $251K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,587 $250K 0.05% -29 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,563 $248K 0.03% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,568 $248K 0.16% -90 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,574 $248K 0.03% +136 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,571 $247K 0.26% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,570 $247K 0.03% new 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 1,570 $247K 0.16% -3 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,569 $247K 0.04% +139 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,567 $246K 0.19% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,566 $246K 0.01% +68 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,566 $246K 0.2% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,564 $246K 0.03% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,546 $243K 0.03% +190 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,541 $242K 0.02% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,540 $242K 0.02% +21 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,539 $242K 0.1% +23 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,533 $241K <0.01% -295 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,531 $241K 0.15% -5 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,528 $240K 0.04% -146 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,525 $240K 0.02% -6 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,520 $239K 0.22% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,465 $237K 0.23% +2 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,500 $236K 0.02% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,489 $234K 0.01% -226 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,478 $232K 0.01% new 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,473 $232K 0.04% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,465 $230K 0.05% -118 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 1,461 $230K 2.83% +810 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,459 $229K 0.02% +696 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,415 $229K 0.03% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,455 $229K 0.02% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,450 $228K 0.05% -7 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,450 $228K 0.04% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,447 $228K 0.01% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,440 $226K 0.03% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,440 $226K 0.01% 0 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. 1,436 $226K <0.01% +104 13F-HR Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,437 $226K 0.05% +75 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,434 $226K 0.15% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,428 $225K 0.05% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,425 $224K 0.09% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,420 $223K 0.09% -6,900 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,416 $223K 0.03% +54 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,415 $223K 0.04% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,410 $222K 0.05% +7 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,410 $222K 0.05% -101 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,397 $220K 0.03% +57 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,394 $219K 0.05% -276 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,377 $217K 0.12% +45 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 1,372 $216K 0.05% -95 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,366 $215K 0.02% +24 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,360 $214K 0.03% new 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,357 $213K 0.01% -840 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,351 $212K 0.02% -14 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,346 $212K 0.03% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,330 $209K <0.01% -521 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,325 $209K <0.01% +85 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,326 $209K 0.08% +41 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,324 $208K 0.01% new 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,317 $207K 0.05% -20 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,315 $207K <0.01% -60 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,310 $206K 0.09% -4 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,299 $204K 0.01% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,292 $203K 0.01% -310 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,291 $203K 0.21% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,289 $203K 0.03% -11 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,289 $203K 0.11% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,284 $202K 0.05% -242 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,277 $201K 0.16% +11 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,275 $201K 0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,273 $200K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,270 $200K 0.02% -243 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,256 $198K 0.2% +71 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,256 $198K 0.09% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,213 $191K 0.01% +6 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,193 $188K 0.09% +16 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 1,154 $182K 0.11% +29 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,120 $176K 0.02% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,102 $173K <0.01% +9 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,082 $170K 0.04% -203 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,075 $170K 0.04% +18 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,032 $162K 0.03% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,021 $161K 0.01% +19 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 962 $151K 0.1% -33 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 902 $142K 0.01% +172 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 885 $139K 0.03% -222 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 877 $138K 0.07% +3 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 873 $137K <0.01% +762 13F-HR Timeline Group