Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 17,800 $786K 0.78% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 17,762 $784K 0.13% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 17,649 $779K 0.06% -4,005 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 17,647 $779K 0.04% +97 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 17,646 $779K 0.29% -6,792 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 17,628 $778K 0.57% -680 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17,545 $774K 0.06% -941 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 17,511 $773K 0.21% +10,510 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 17,487 $772K 0.04% +987 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 17,449 $770K 0.44% -867 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 17,448 $770K 0.07% -352 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 17,378 $767K 0.98% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 15,202 $766K 0.17% +1,552 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 17,354 $766K 0.07% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 17,344 $765K 0.05% -987 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 17,321 $764K 0.28% 0 13F-HR Timeline Group COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 12,948 $763K 0.51% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 17,279 $763K 0.2% -8 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 17,279 $763K 0.11% +1,444 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 17,261 $762K 0.01% +4,393 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 17,261 $762K 0.15% -23,858 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 17,240 $761K 0.43% -929 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 17,235 $761K 0.17% +82 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 17,218 $760K 0.02% +1,972 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 17,214 $760K 0.07% +3,410 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 17,096 $754K 0.04% +166 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 16,959 $748K 0.35% +16,954 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 16,956 $748K 0.4% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 16,948 $748K 0.18% +1,036 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 16,944 $748K 0.26% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 14,721 $748K 0.02% -2,481 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 16,929 $747K 0.34% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 16,918 $747K 0.16% -5,788 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 16,916 $747K 0.15% +8,834 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 16,865 $744K 0.09% +416 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 16,861 $744K 0.02% -1,027 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 16,832 $743K 0.41% -600 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 16,811 $742K 0.13% 0 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 16,804 $742K 0.47% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 16,790 $741K 0.04% -1,870 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 16,683 $736K 0.11% -187 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 6,711 $736K 0.43% -129 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 16,512 $729K 0.11% +113 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 16,503 $728K 0.03% -1,425 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 16,453 $726K 0.33% -499 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 16,449 $726K 0.05% +4,398 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 16,420 $725K 0.06% +71 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 16,402 $724K 0.11% -1,142 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 16,380 $723K 0.14% -4,935 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 16,379 $723K 0.07% -2,753 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 16,310 $720K 0.36% -676 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 16,292 $719K 0.05% -1,360 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 16,200 $715K 1.13% -3,900 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 16,200 $715K 0.22% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 16,137 $712K 0.02% 0 13F-HR Timeline Group Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 16,086 $710K 0.07% +5,063 13F-HR Timeline Group Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 16,045 $708K 0.38% +364 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,037 $708K 0.02% +1,806 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,966 $705K 0.02% +480 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,061 $703K 0.23% -122 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 15,933 $703K 0.42% -2,325 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 15,904 $702K 0.45% -736 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 15,869 $700K 0.02% +1,239 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 15,827 $698K 0.41% +905 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 15,780 $696K 0.35% -3,585 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 15,766 $696K 0.07% -1,978 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 15,610 $689K 0.11% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 15,581 $688K 0.05% -1,973 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 15,580 $688K 0.46% -437 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 15,556 $686K 0.38% -582 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 15,522 $685K 0.39% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 15,505 $684K 0.05% +981 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 15,488 $683K 0.13% +10,469 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 15,438 $681K 0.03% +903 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 15,407 $680K 0.05% -8,924 13F-HR/A Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 15,341 $677K 0.09% +4,144 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 15,304 $675K 0.04% +165 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 15,298 $675K 0.05% +1,996 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 15,263 $674K 0.19% +36 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 15,252 $673K 0.05% +3,225 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,227 $672K 0.04% +1,082 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 15,158 $669K 0.07% -1,822 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 15,134 $668K 0.07% +352 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 15,090 $666K 0.58% -89 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 15,043 $664K 0.06% -6,613 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,930 $664K 0.13% -1,218 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 15,027 $663K 0.06% +2,641 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 15,008 $662K 0.13% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 15,000 $662K 0.03% +3,755 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 15,000 $662K 0.42% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 13,762 $661K 0.14% +10,876 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 14,978 $661K 0.15% -540 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 14,956 $660K 0.08% +500 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 14,951 $660K 0.1% +214 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 14,904 $658K 0.19% -6,000 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 13,674 $657K 0.6% +265 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 14,871 $656K 0.06% +5,566 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 14,811 $654K 0.56% -6,341 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 14,800 $653K 0.12% 0 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 14,793 $653K 0.57% -126 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 14,774 $652K 0.07% -2,500 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 14,732 $650K 0.05% -1,828 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 14,794 $647K 0.13% -1,096 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 14,656 $647K 0.03% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 14,655 $647K 0.09% -295 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 13,997 $646K 0.15% +1,518 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 14,642 $646K 0.01% -3,173 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 14,638 $646K 0.04% -20,081 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 14,584 $644K 0.02% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 14,581 $643K 0.18% -100,596 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,556 $642K 0.06% +411 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 13,409 $642K 0.41% +69 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 14,536 $641K 0.19% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 14,525 $641K 0.09% +126 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 14,516 $641K 0.02% -7 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 14,516 $641K 0.05% +6,677 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 14,506 $640K 0.17% -200 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 14,480 $639K 0.04% +4,228 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 14,479 $639K 0.11% -40 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 15,507 $639K 0.11% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,602 $638K 0.02% +1,751 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 14,433 $637K 0.01% +121 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 14,428 $637K 0.09% -776 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 14,422 $636K <0.01% -350 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 14,416 $636K 0.15% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 14,412 $636K 0.25% -208 13F-HR/A Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 14,400 $635K 0.36% -6,254 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 14,382 $635K 0.43% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 14,380 $635K 0.25% +500 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14,343 $633K 0.36% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 14,333 $633K 0.01% 0 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 14,331 $632K 0.28% -610 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 14,323 $632K 0.06% +109 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 14,313 $632K 0.18% +90 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 14,306 $631K 0.02% +800 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 14,304 $631K 0.31% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 14,281 $630K 0.06% +502 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 14,269 $630K 0.02% -4,389 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 14,213 $627K 0.02% -2,381 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 14,191 $626K 0.04% -2,260 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 14,147 $624K 0.2% -156 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 14,136 $624K 0.1% -1,755 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 14,133 $624K 0.04% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 14,128 $623K 0.03% -1,124 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 14,124 $623K 0.08% -609 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 14,093 $622K 0.01% -2,395 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 14,080 $621K 0.01% -3,491 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 14,075 $621K 0.13% +249 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 14,052 $620K 0.1% +355 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 13,926 $618K 0.61% +315 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 13,958 $616K 0.13% +13,879 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 13,936 $615K 0.14% +10 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 13,924 $614K 0.15% -364 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 13,922 $614K 0.13% +1,811 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 13,882 $613K 0.42% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 13,876 $612K 0.43% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 13,860 $612K 0.02% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 13,785 $608K 0.22% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 13,781 $608K 0.04% +320 13F-HR Timeline CLG LLC More: the full row for CLG LLC 13,773 $608K 0.15% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13,738 $606K 0.06% -216 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 13,704 $605K 0.21% +2,429 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 13,657 $603K 0.12% +400 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 13,653 $603K 0.07% -406 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 13,560 $598K 0.17% -176 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 13,552 $598K <0.01% +600 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,266 $596K 0.35% -1,326 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 13,486 $595K 0.18% +480 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,461 $594K 0.26% +300 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 13,456 $594K 0.05% -24,052 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 9,305 $594K 0.03% +420 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 13,450 $594K 0.14% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 13,449 $593K 0.06% -5,823 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 13,447 $593K 0.43% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,410 $592K 0.06% +6 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 13,397 $591K 0.14% -38,500 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 13,397 $591K 0.17% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 12,349 $591K 0.38% +122 13F-HR Timeline Bell Bank More: the full row for Bell Bank 13,374 $590K 0.03% -5 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 13,365 $590K 0.43% +2,938 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 13,356 $589K <0.01% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 13,340 $589K 0.14% +869 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 13,309 $587K 0.07% -140 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 5,079 $582K 0.07% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 13,194 $582K 0.07% -120 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 6,931 $581K 0.1% -146 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 13,158 $581K 0.09% -368 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,156 $581K 0.02% -101 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 4,477 $579K 0.69% 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 13,109 $578K 0.24% -1,314 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 13,098 $578K 0.29% -8,000 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 13,069 $577K 0.01% -525 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 13,062 $576K 0.1% 0 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 11,322 $575K 0.03% +117 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 13,003 $574K 0.26% -1,105 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 12,991 $573K 0.22% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 12,984 $573K 0.23% -4,345 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 12,984 $573K 0.53% -1 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 12,960 $572K 0.34% -2,653 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,951 $572K 0.1% -500 13F-HR Timeline