Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,574 $388K 0.02% -153 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,570 $387K 0.39% -89 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,570 $387K 0.06% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,563 $385K 0.02% -14 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,562 $385K 0.01% -410 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,559 $384K <0.01% -1,038 13F-HR Timeline Group PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,558 $384K 0.05% +39 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,558 $384K 0.1% -124 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,551 $382K 0.06% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,493 $381K 0.05% +7 13F-HR Timeline TOBAM More: the full row for TOBAM 1,541 $380K 0.09% +1,526 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,541 $380K 0.09% +1 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,537 $379K 0.03% -225 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,536 $378K 0.06% +58 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,535 $378K 0.04% -875 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,531 $377K 0.25% -38 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,527 $376K 0.07% +197 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,525 $376K 0.01% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 1,524 $375K 0.06% +2 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 1,521 $375K 0.08% -5 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,521 $375K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,518 $374K 0.16% +87 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,506 $373K 0.19% -40 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,508 $371K 0.02% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,508 $371K 0.11% -3,272 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,507 $371K 0.19% -49 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,500 $369K 0.01% new 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,500 $369K 0.04% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,499 $369K 0.25% 0 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,487 $366K 0.1% 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,485 $366K 0.03% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,483 $365K 0.04% -273 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,481 $365K 0.02% +8 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,481 $365K 0.05% -494 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,471 $365K 0.02% +266 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,475 $363K 0.03% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,396 $362K 0.06% -35 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,468 $362K 0.04% +83 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,464 $361K 0.03% -81 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,449 $359K 0.02% +45 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,452 $358K 0.18% 0 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 1,450 $357K 0.06% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,440 $355K 0.12% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,435 $353K 0.4% -616 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,435 $353K 0.25% -26 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,434 $353K 0.01% -245 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,432 $353K 0.01% +510 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,426 $353K 0.02% +33 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 1,430 $352K 0.18% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,423 $350K <0.01% -68 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 1,421 $350K 0.02% -62 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,333 $349K 0.03% +4 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,413 $348K 0.1% 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,410 $347K 0.07% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,406 $346K 0.25% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,400 $345K 0.08% 0 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,400 $345K 0.04% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,397 $344K 0.05% +81 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,396 $344K 0.07% -168 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,393 $343K 0.08% -12 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,389 $342K 0.05% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,377 $341K 0.08% -136 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,373 $338K 0.05% +8 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,369 $337K 0.05% -11 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,368 $337K 0.12% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,359 $335K 0.08% +1 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,358 $334K 0.02% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,354 $333K 0.36% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,353 $333K 0.06% -500 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $333K 0.14% -1,592 13F-HR Timeline Amount filed as zero, left out of ratios. FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,347 $332K 0.05% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,345 $331K 0.1% -40 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,345 $331K 0.01% +138 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 1,341 $330K 0.29% 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,339 $330K 0.04% +42 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,336 $329K 0.05% -123 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,335 $329K 0.04% -2 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,335 $329K 0.13% -294 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,335 $329K 0.05% -83 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,333 $328K 0.05% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,330 $328K 0.03% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,329 $327K 0.02% 0 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,340 $326K <0.01% -2,056 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,326 $326K 0.02% +50 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,323 $326K 0.04% +61 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,320 $325K 0.01% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,319 $325K 0.09% -14 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,319 $325K 0.25% -117 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,318 $325K 0.07% +1,308 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,317 $324K 0.05% -285 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,306 $322K 0.05% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,305 $321K 0.02% +287 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,304 $321K 0.03% -35 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,300 $320K 0.15% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,299 $320K 0.03% -413 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,294 $319K 0.71% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,292 $318K 0.02% +169 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,289 $318K 0.05% +132 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 1,285 $316K 0.24% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 1,285 $316K 0.24% +1 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,275 $314K 0.36% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,275 $314K 0.02% +45 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,274 $314K 0.19% +12 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,272 $313K 0.01% -5 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 1,271 $313K 0.13% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,269 $313K 0.01% -40 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,269 $313K 0.02% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,269 $313K 0.16% -194 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,261 $311K 0.13% +12 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,258 $310K 0.07% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 1,256 $309K 0.31% +17 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,256 $309K 0.05% +60 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,256 $309K 0.02% -3 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 1,251 $308K 0.02% +112 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,247 $307K 0.12% -87 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,243 $306K 0.02% +94 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 1,242 $306K 0.13% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,242 $306K 0.01% -26 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,238 $305K 0.23% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,238 $305K 0.17% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,192 $303K 0.01% -24 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,229 $303K 0.08% -506 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,227 $302K 0.17% -22 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,221 $301K 0.06% +1 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,220 $300K 0.02% -27 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,218 $300K 0.04% +100 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 1,211 $298K 0.08% -416 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 1,200 $297K 0.28% 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,202 $296K 0.1% 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,201 $296K 0.16% -24 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 1,200 $296K 0.3% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,199 $295K 0.01% -37 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,187 $294K 0.02% -225 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,190 $293K 0.02% -389 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,190 $293K 0.04% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,186 $292K 0.03% -28 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,181 $291K 0.01% +235 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,180 $291K 0.01% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,180 $291K 0.04% +213 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,178 $290K 0.06% -4,019 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,172 $289K 0.07% -21 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,169 $288K 0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,162 $286K 0.11% +88 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,162 $286K 0.04% -2,114 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,155 $284K 0.12% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,154 $284K 0.02% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,154 $284K 0.05% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,150 $283K 0.06% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,149 $283K 0.01% -1,015 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,144 $282K 0.12% -57 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 1,143 $282K 0.29% 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,140 $281K 0.12% +5 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,132 $279K 0.01% -198 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,091 $278K 0.04% +114 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,114 $278K 0.05% new 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,059 $277K 0.11% -29 13F-HR/A Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,117 $275K 0.02% new 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 1,116 $275K 0.19% +247 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,113 $274K 0.05% -362 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,113 $274K 0.01% -199 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,113 $274K 0.01% -294 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,110 $274K 0.11% +5 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 1,108 $273K 0.13% 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 1,100 $271K 0.02% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,100 $271K 0.04% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,100 $271K 0.03% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,099 $271K 0.01% -358 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,099 $271K 0.04% -10 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,096 $270K 0.08% +6 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,096 $270K 0.01% -30 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,092 $269K 0.04% +12 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,090 $268K 0.01% +35 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,086 $267K 0.01% +151 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,083 $267K 0.02% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,082 $266K 0.02% 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 905 $266K 0.19% -85 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,078 $266K 0.01% -3,736 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,077 $265K 0.22% +6 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,076 $265K 0.03% +29 13F-HR Timeline Group Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,066 $264K 0.05% -7 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,069 $263K 0.26% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,066 $263K 0.04% -63 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,065 $262K 0.03% +39 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,047 $259K 0.01% -709 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,050 $259K 0.02% +157 13F-HR/A Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,050 $259K 0.04% -10 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,043 $259K 0.05% -43 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,046 $258K <0.01% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,046 $258K 0.08% +8 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,045 $257K 0.01% -51 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,045 $257K 0.06% -13 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,043 $257K 0.05% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,042 $257K 0.08% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,041 $256K 0.04% new 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,036 $255K 0.16% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,035 $255K 0.01% -1,449 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,033 $254K 0.06% -88 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,032 $254K 0.05% +3 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,028 $253K 0.05% +233 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,022 $252K 0.07% 0 13F-HR Timeline