Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 26,383 $599K 0.01% -10,514 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 26,005 $591K 1.35% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 25,946 $589K 0.02% +6,162 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 25,765 $585K 0.08% +2,257 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 25,745 $585K 0.05% +4,920 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 25,697 $584K 0.01% -16,528 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 25,677 $583K 0.2% -383 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 25,621 $582K 0.04% -6,541 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 25,621 $582K 0.25% +11,200 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 25,516 $579K 0.08% -6,470 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 25,345 $576K 0.08% +13,543 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 25,344 $576K <0.01% -680 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 25,340 $575K 0.23% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 25,291 $574K 0.07% -1,644 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 25,216 $573K 0.01% +15,012 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 25,172 $572K 0.03% +1,033 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 25,128 $571K 0.06% +4,123 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 25,116 $570K 0.01% +11,670 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 25,022 $568K -1,974 Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 25,018 $568K 0.24% -1,704 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 25,001 $568K 0.5% new 13F-HR Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 25,000 $568K 0.21% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 24,956 $567K 0.03% -235 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 24,836 $566K 0.03% -3,473 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 24,896 $565K 0.05% -22 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 24,782 $563K 0.29% -500 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 24,735 $562K 0.08% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 24,549 $557K 0.05% -24,176 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 24,545 $557K 0.04% -1,000 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 24,514 $557K 0.04% +9,544 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 24,435 $555K 0.17% +140 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 24,404 $554K 0.06% +2,925 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 24,307 $551K 0.01% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 24,010 $545K 0.01% +59 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 23,715 $539K 0.05% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 23,682 $538K 0.03% +7,130 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 23,626 $537K 0.03% +2,684 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 23,549 $535K 0.26% -249 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 23,443 $532K 0.27% +8,277 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 23,386 $531K 0.06% -5,403 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 23,373 $531K 0.26% +500 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 26,459 $531K 0.06% +6,328 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 23,350 $530K 0.23% new 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 23,300 $529K 0.11% -2,050 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 23,282 $529K 0.05% +400 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 23,272 $529K 0.01% +7,523 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 23,231 $528K 0.09% +112 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 23,218 $527K 0.02% +568 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 23,205 $527K 0.02% -5,370 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 23,120 $525K 0.05% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 23,064 $524K 0.05% +5,960 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 23,049 $523K 0.35% -174 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 23,053 $523K 0.11% -2,764 13F-HR Timeline OAKTOP CAPITAL MANAGEMENT II, L.P. More: the full row for OAKTOP CAPITAL MANAGEMENT II, L.P. 23,010 $523K 0.07% 0 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 22,997 $522K 0.08% -740 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 22,973 $522K 0.05% -5,199 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 22,947 $521K 0.11% +353 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 22,940 $521K <0.01% +2,025 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 22,926 $521K 0.05% +5,593 13F-HR/A Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 22,831 $518K 0.23% -1,329 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 22,779 $517K 0.04% +2,635 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 22,664 $515K 0.22% -1,579 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 22,635 $514K 0.31% -1,390 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 22,632 $514K 0.04% +3,526 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 22,576 $513K 0.09% -140 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 22,531 $512K 0.14% +542 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 22,450 $510K 0.15% -482 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 22,441 $510K 0.21% -9,156 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 22,431 $509K 0.02% -935 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 22,312 $507K 0.05% +64 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 22,278 $506K 0.14% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 22,276 $506K 0.06% +1,651 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 22,276 $506K 0.62% +400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 22,096 $502K 0.21% -35,191 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 22,005 $500K 0.03% -5,031 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 21,952 $499K 0.39% +1,342 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 21,897 $497K 0.07% +5,328 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 21,870 $497K 0.23% -200 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 21,842 $496K 0.03% -4,882 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,743 $494K 0.04% -996 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 21,647 $492K 0.45% -368 13F-HR/A Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 21,609 $491K 0.01% -12,164 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 21,550 $489K 0.02% +5,601 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 21,511 $489K 0.07% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 21,500 $488K 0.15% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 21,500 $488K 0.05% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 21,497 $488K 0.1% -332 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 21,468 $488K 0.06% -729 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 21,460 $487K 0.06% -726 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 21,414 $486K 0.11% +12,368 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 21,382 $486K 0.23% -1,015 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 21,341 $485K 0.09% -2,993 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 21,323 $484K 0.17% -2,734 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 21,314 $484K 0.1% -1,046 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 21,248 $483K 0.26% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 21,244 $482K 0.01% -225 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 21,238 $482K 0.05% +5,784 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 21,207 $482K 0.03% +7,750 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 21,186 $481K 0.01% -4,455 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 21,201 $481K 0.01% +2,746 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Insight Inv LLC More: the full row for Insight Inv LLC 21,129 $480K 0.33% +745 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 21,000 $477K 0.17% -2,125 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 20,988 $477K 0.05% +393 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 20,966 $476K 0.04% +3,429 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 20,947 $476K 0.05% -984 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 20,811 $473K 0.18% +570 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 20,803 $472K 0.19% -9,078 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 20,748 $471K 0.04% +1,400 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20,698 $470K 0.02% -1,043 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 20,695 $470K 0.09% +2,047 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 20,690 $470K 0.46% -7,877 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 20,647 $469K 0.06% -1,463 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 20,603 $468K 0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 20,520 $466K 0.02% +6,207 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 20,468 $465K 0.04% -2,845 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 20,342 $462K 0.13% +31 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 20,260 $460K 0.04% +1,837 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 20,819 $460K 0.01% -3,298 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 10,383 $458K 0.19% 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 20,176 $458K 0.14% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 20,130 $457K 0.04% -1,515 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 20,102 $456K 0.08% +1,080 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 20,093 $456K 0.25% +2,720 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 20,000 $454K 0.16% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 19,978 $454K 0.17% -1,477 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 20,627 $453K 0.02% -77,883 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 19,877 $451K 0.17% +3,990 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 19,957 $451K <0.01% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 19,836 $450K 0.05% -861 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 19,755 $449K 0.09% +5,500 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 19,740 $448K 0.14% -1,000 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 19,735 $448K 0.01% +762 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 20,986 $447K +10,338 Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 19,684 $447K 0.22% -8,018 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 19,628 $446K 0.02% -16,722 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 19,571 $444K 0.03% -3,673 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 19,540 $444K 0.1% -3,400 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 19,529 $444K 0.03% +645 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 19,519 $443K 0.05% -7,538 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 19,417 $441K 0.02% -3,212 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 19,414 $441K 0.06% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 19,387 $440K 0.35% -225 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 19,347 $439K 0.02% -4,580 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 19,225 $437K 0.08% +3,575 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 19,220 $436K 0.02% -196 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 19,163 $435K 0.32% -25 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 19,090 $434K 0.07% +4 13F-HR Timeline CX Institutional More: the full row for CX Institutional 19,045 $433K 0.02% +11,405 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 19,027 $432K 0.03% +6,289 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 19,009 $432K 0.36% -2,439 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 19,000 $431K 0.16% 0 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 19,000 $431K 0.08% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 19,000 $431K 0.19% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 19,509 $430K 0.17% -1,912 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 18,933 $430K 0.15% -1,956 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 18,928 $430K 0.06% -5,758 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 18,870 $429K 0.07% +5,448 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 18,865 $428K 0.03% -2,620 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 18,815 $427K 0.03% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 18,790 $427K 0.01% -2,900 13F-HR Timeline Group Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 18,774 $426K 0.01% -8,256 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 18,723 $425K 0.12% -1,809 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 18,670 $424K 0.32% +1,468 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 18,562 $422K 0.02% +1,171 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. GERBER, LLC More: the full row for GERBER, LLC 18,529 $421K 0.35% -358 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 18,509 $420K 0.12% -4,628 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 18,505 $420K 0.08% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 18,504 $420K 0.07% -105 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 18,455 $419K 0.02% +4,549 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 18,449 $419K 0.07% -550 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 18,433 $419K 0.04% +7,206 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 18,395 $418K 0.06% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 18,350 $417K 0.36% +1,306 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 18,338 $416K 0.14% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 18,287 $415K 0.16% -256 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 18,196 $413K 0.08% +1,202 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 18,144 $412K 0.29% -160 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 18,107 $411K 0.12% -1,950 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 18,106 $411K 0.09% -1,024 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 18,069 $410K 0.04% +3,071 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 18,024 $409K 0.07% -1,420 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 18,000 $409K 0.01% 0 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 20,091 $409K 0.04% -4,683 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 17,941 $407K 0.01% -10,370 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 20,253 $407K 0.04% +915 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 17,896 $406K 0.02% +6,236 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 17,850 $405K 0.04% new 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,812 $405K 0.02% -2,531 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 17,788 $404K 0.59% -1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 17,751 $403K 0.05% -89 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 17,695 $402K 0.02% -1,000 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 17,661 $401K 0.04% new 13F-HR Timeline Barnett & Company, Inc. 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