CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 23,961 $537K 0.66% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 23,932 $536K 0.05% +650 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 23,776 $533K 0.09% +1,200 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 23,791 $533K 0.1% +2,477 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 23,791 $533K 0.41% -6,338 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 23,715 $531K 0.05% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 23,666 $530K 0.13% -2,810 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 23,623 $529K 0.04% +3,363 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 23,530 $527K 0.01% +2,329 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 23,505 $527K 0.01% +2,261 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 23,487 $526K 0.07% +2,073 13F-HR/A Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 23,485 $526K 0.25% +42 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 23,423 $525K 0.14% +10,692 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 23,415 $524K 0.03% +4,388 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 23,388 $524K 0.02% -1,448 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 23,373 $524K 0.24% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 23,365 $523K 0.21% +701 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 23,309 $522K 0.06% -2,456 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 23,300 $522K 0.09% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 23,226 $520K 0.06% new 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 23,177 $519K 0.13% +727 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 23,130 $518K 0.07% -101 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 23,106 $518K 0.06% -2,185 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 23,103 $518K 0.06% +827 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 23,033 $516K 0.06% +12,870 13F-HR Timeline OAKTOP CAPITAL MANAGEMENT II, L.P. More: the full row for OAKTOP CAPITAL MANAGEMENT II, L.P. 23,010 $515K 0.06% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 23,006 $515K 0.05% -380 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 22,984 $515K 0.06% +3,148 13F-HR Timeline ANB BANK More: the full row for ANB BANK 22,964 $514K 0.23% -25,536 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 22,940 $514K 0.02% -8,527 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 22,920 $513K <0.01% -19,693 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 22,826 $511K 0.12% -5,100 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 22,704 $509K 0.02% -5,138 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 22,667 $508K <0.01% -760,256 13F-HR Timeline Group TI-TRUST, INC More: the full row for TI-TRUST, INC 22,664 $508K 0.34% -385 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 22,630 $507K 0.03% -4,290 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 22,571 $506K 0.05% +5,854 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 22,571 $506K 0.04% -402 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 21,218 $505K 0.18% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 22,533 $505K 0.04% -531 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 22,529 $505K 0.04% +217 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 22,507 $504K 0.07% -490 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 22,488 $504K 0.03% new 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 22,460 $503K 0.1% -9,354 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 22,450 $503K 0.29% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 22,395 $502K 0.12% +6,202 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 22,346 $501K 0.02% -859 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 22,243 $498K 0.01% +8,964 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 22,186 $497K 0.1% -867 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 21,713 $496K 0.02% +1,086 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 22,076 $495K 0.49% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 22,052 $494K 0.06% +1,405 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 22,012 $493K 0.01% -4,371 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 21,987 $493K 0.32% +3,317 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 21,983 $492K 0.02% -1,235 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 21,921 $491K 0.06% +410 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 21,870 $490K 0.2% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 21,846 $489K 0.03% +11,146 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 21,766 $488K 0.06% +1,664 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,763 $488K 0.03% +20 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 21,683 $486K 0.02% -6,119 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 21,594 $484K 0.07% +2,724 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 21,500 $482K 0.14% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 21,496 $482K 0.1% -1 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 21,473 $481K <0.01% -120,710 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 21,455 $481K 0.4% -192 13F-HR/A Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 21,325 $478K 0.23% +1,232 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 21,322 $478K 0.02% -3,850 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 21,304 $477K 0.01% +1,569 13F-HR/A Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 21,248 $476K 0.23% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 21,247 $476K 0.04% +1,718 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 21,229 $476K 0.05% -3,175 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 21,182 $474K 0.16% +1,305 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 21,130 $473K 0.04% -1,796 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 21,104 $473K 0.21% -2,445 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 21,050 $472K 0.14% +1,310 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 21,051 $471K 0.17% -5,412 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 21,019 $471K 0.04% +7,465 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 20,959 $469K 0.31% -170 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 20,903 $468K 0.02% +2,448 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 20,863 $467K 0.02% -687 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 20,831 $467K 0.21% -2,000 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 20,792 $466K 0.27% -1,843 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 20,774 $465K 0.03% +26 13F-HR Timeline CX Institutional More: the full row for CX Institutional 20,761 $465K 0.02% +1,716 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,670 $463K 0.03% -537 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 20,627 $462K 0.41% +8,341 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 20,623 $462K 0.15% -700 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 20,519 $460K 0.01% -5,178 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 20,305 $455K 0.22% -1,791 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 20,235 $453K 0.08% -460 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 20,225 $453K 0.02% -2,206 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 20,215 $453K 0.05% -1,245 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 20,176 $452K 0.12% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 20,130 $451K 0.03% -4,384 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 20,102 $450K 0.18% +6,987 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 20,079 $450K 0.35% -1,873 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 20,000 $448K 0.16% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 20,000 $448K 0.66% -106,700 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 19,947 $447K 0.08% -3,000 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 19,871 $445K 0.02% +9,213 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 19,721 $442K 0.04% -70,645 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 19,711 $442K 0.12% -631 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 19,622 $440K 0.05% +208 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 19,509 $437K 0.15% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 19,486 $436K 0.03% +1,053 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 19,475 $436K 0.09% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 19,472 $436K 0.04% -1,475 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 19,432 $435K 0.32% +45 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 15,850 $435K 0.08% -26,017 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 19,395 $434K 0.09% -145 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 19,338 $433K 0.04% -792 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 19,329 $433K 0.36% 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 19,292 $432K 0.15% -686 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 19,007 $431K 0.01% -5,300 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 19,191 $430K 0.09% +4,576 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 19,105 $428K 0.06% +1,354 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 19,093 $428K 0.15% +806 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 19,044 $427K 0.03% +1,858 13F-HR/A Timeline Group Cherokee Insurance Co More: the full row for Cherokee Insurance Co 19,000 $426K 0.19% 0 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 19,000 $425K 0.06% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 18,919 $424K 0.07% +8,625 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 18,913 $424K 0.1% +190 13F-HR/A Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 18,825 $422K 0.08% +1,771 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 18,790 $420K 0.16% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 18,770 $420K 0.03% -49,221 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 18,656 $418K 0.03% -564 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 18,628 $417K 0.19% -1,056 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 18,368 $417K 0.03% -13,984 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 18,504 $414K 0.12% -5,931 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 20,264 $414K 0.03% +173 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 18,454 $413K 0.06% +5 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 18,364 $411K 0.05% -29,017 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 18,353 $411K 0.31% -810 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 18,241 $409K 0.01% -5,031 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 18,202 $408K 0.22% -75,425 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 18,117 $406K 0.06% -387 13F-HR/A Timeline Advisory Resource Group More: the full row for Advisory Resource Group 18,020 $404K 0.08% -176 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 18,004 $403K 0.06% +5,633 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 18,000 $403K 0.12% -17,850 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 18,000 $403K 0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,963 $402K 0.03% -7,658 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 17,944 $402K 0.03% -921 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 17,802 $399K 0.07% +2,767 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 17,762 $398K 0.3% -588 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 17,746 $398K 0.08% -360 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 17,725 $397K 0.05% +616 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 17,718 $397K 0.09% +857 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 17,705 $397K 0.14% -9,681 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 17,648 $395K 0.17% -3,734 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 17,628 $395K 0.04% -3,840 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 17,600 $394K 0.11% +3,150 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17,594 $394K 0.03% -475 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 17,564 $393K 0.04% +69 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 17,536 $393K 0.04% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 17,514 $392K 0.11% +73 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 17,489 $392K 0.03% +102 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 17,407 $390K 0.11% -700 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 17,378 $389K 0.53% -410 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 17,353 $389K 0.04% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 17,326 $388K 0.02% -570 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 17,264 $387K 0.31% -1,745 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 17,261 $387K 0.02% -627 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 17,259 $387K 0.03% +614 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 17,250 $386K 0.02% -445 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 17,223 $386K 0.11% -200 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 17,217 $386K 0.01% +4,335 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 18,893 $386K 0.04% -7,566 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 17,200 $385K 0.09% -9,250 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 16,939 $385K 0.22% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 17,153 $384K 0.17% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 17,062 $382K 0.01% -1,500 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 17,050 $382K 0.23% -34 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 17,043 $382K 0.05% -2,047 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 16,995 $381K 0.13% -400 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 16,939 $379K 0.01% -2,689 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 16,908 $379K 0.02% -28,466 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 16,894 $378K 0.05% +265 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 16,883 $378K 0.03% -3,585 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 16,877 $378K 0.04% -302 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 16,860 $378K 0.03% -5,772 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 16,852 $377K 0.33% +4,800 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 16,844 $377K 0.04% -817 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 16,807 $376K 0.01% -4,802 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 16,804 $376K 0.24% -1,340 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 16,777 $376K 0.08% +115 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 16,732 $375K 0.11% -1,606 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,713 $374K 0.02% -2,704 13F-HR Timeline Machina Capital S.A.S. 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