WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 6,335 $788K 0.11% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 6,322 $786K 0.14% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,345 $785K 0.11% -500 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 6,307 $784K 0.05% -1,770 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,497 $784K 0.13% -182 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 6,294 $783K 0.01% -3,097 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,249 $777K 0.34% -20 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 6,238 $776K 0.07% -56 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,234 $775K 0.14% -192 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,226 $774K 0.03% +606 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 6,208 $772K 0.27% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,205 $772K 0.07% +295 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 6,200 $771K 0.02% +1,100 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 6,200 $771K 0.03% -4,900 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,196 $770K 0.05% +1,121 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 6,183 $769K 0.57% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,153 $765K 0.05% +25 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,280 $759K 0.04% -55 13F-HR/A Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,027 $749K 0.02% +7 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 6,000 $746K 0.31% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,996 $746K 0.01% -691 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,963 $742K 0.01% +36 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,966 $742K 0.02% +532 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,918 $736K 0.06% -295 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,905 $734K 0.22% -848 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,994 $733K 0.03% -3,233 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,897 $733K 0.03% -65 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,879 $731K 0.28% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,894 $730K 0.05% +19 13F-HR Timeline Group MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 5,870 $730K 0.37% +746 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,805 $729K 0.17% -544 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,865 $729K 0.1% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,858 $728K 0.13% +3 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,857 $728K 0.02% -471 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,856 $728K <0.01% -94 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 5,853 $728K 0.06% +50 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 5,850 $728K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,845 $727K 0.05% +770 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 5,831 $725K 0.13% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,821 $724K 0.02% -107 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,775 $718K 0.03% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,719 $718K 0.02% +264 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,747 $715K 0.09% +275 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,734 $713K 0.02% +51 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 5,729 $712K 0.22% +104 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,728 $712K 0.21% -70 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,722 $711K 0.04% -76 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,903 $710K 0.13% +2,269 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,710 $710K 0.18% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,679 $706K 0.13% +830 13F-HR/A Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 5,678 $706K 0.53% -29 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,621 $706K 0.03% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,667 $705K 0.03% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 5,591 $695K <0.01% +4,010 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,588 $695K 0.1% -8 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,568 $692K 0.03% +411 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 5,481 $682K 0.72% -292 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,479 $681K 0.01% +1,550 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,469 $680K 0.27% -88 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,627 $679K 0.23% -79 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,448 $677K 0.43% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,438 $676K 0.12% +3,187 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,438 $676K 0.29% -500 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,487 $675K 0.11% -961 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 5,416 $673K 0.09% -115 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 5,401 $672K 0.49% -71 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,394 $671K 0.18% -5,524 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,381 $669K 0.01% +150 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,380 $669K 0.27% -242 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,365 $667K 0.01% -657 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,434 $667K 0.04% +350 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,325 $662K 0.04% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,325 $662K 0.02% -854 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 5,309 $660K 0.27% +52 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,282 $657K 0.04% 0 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,280 $657K 0.23% -100 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,278 $656K 0.01% -932 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,260 $654K 0.01% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 5,253 $653K 0.05% -115 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 5,185 $645K 0.2% -8,781 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,187 $645K 0.01% +441 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 4,998 $644K 0.24% +1,706 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,155 $641K 0.03% -32 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,103 $635K 0.01% -1,363 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 5,100 $634K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,090 $633K 0.01% -6,643 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,088 $633K 0.01% +554 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 5,017 $629K 0.04% -199 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,049 $628K 0.15% -39 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,025 $625K 0.11% new 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,991 $621K 0.28% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,989 $620K 0.02% -1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,981 $619K 0.05% +62 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,203 $619K 0.05% -243 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,968 $618K 0.05% +1,766 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,953 $616K 0.02% +936 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 4,992 $612K 0.01% +4,694 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,921 $612K 0.04% -1,790 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,911 $611K 0.09% +1,100 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,900 $609K 0.05% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,885 $607K 0.03% -505 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,857 $604K 0.05% +361 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 4,854 $604K 0.34% 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,845 $602K 0.13% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,819 $599K 0.07% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,769 $599K 0.03% -324 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,815 $599K 0.07% 0 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 4,806 $598K 0.07% -115 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,787 $595K 0.14% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,787 $595K 0.15% +103 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,750 $591K 0.1% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 4,721 $587K 0.06% -100 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,660 $586K 0.03% -325 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,646 $585K 0.01% -523 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,672 $581K 0.09% -934 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,672 $581K 0.05% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,664 $580K 0.23% +125 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,662 $580K 0.01% +2,862 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 4,651 $578K 0.07% +1 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 4,642 $577K 0.5% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,639 $577K 0.27% -28 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 4,633 $576K 0.2% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,609 $576K 0.01% +496 13F-HR/A Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 4,600 $572K 0.07% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,594 $571K 0.27% +1,137 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,585 $570K 0.02% -1,446 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,567 $568K 0.17% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,529 $563K 0.07% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,461 $555K 0.07% -500 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,449 $553K 0.1% +74 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,448 $553K 0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,426 $550K 0.02% -2,084 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 4,372 $548K 0.13% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,406 $548K 0.07% -25 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,396 $547K 0.04% +174 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,567 $546K 0.06% +674 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,393 $546K 0.08% -421 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,394 $546K 0.03% -174 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,388 $546K 0.04% +350 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,380 $545K 0.26% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,379 $544K 0.01% -28,484 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 4,376 $544K 0.2% -3 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 4,370 $543K 0.35% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 4,370 $543K 2% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,354 $541K 0.05% -1 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,350 $541K 0.04% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,341 $540K 0.03% +6 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,290 $538K 0.01% +89 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,323 $538K 0.01% -414 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,315 $537K 0.01% +645 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,374 $536K 0.07% -160 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,305 $535K 0.06% +5 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,278 $532K 0.01% +960 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,277 $532K 0.02% -259 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,265 $530K 0.06% -425 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,260 $530K 0.03% -36 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,245 $528K 0.02% -67 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,240 $527K 0.24% +12 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 4,220 $525K 0.08% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,216 $522K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,185 $520K 0.01% -98 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,184 $520K 0.05% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,176 $519K 0.41% -38 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,150 $516K 0.01% +2,075 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,149 $516K 0.01% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,137 $514K 0.12% -575 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,131 $514K 0.01% -920 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,095 $509K 0.07% +30 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,076 $507K 0.02% -13 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,073 $506K 0.02% +140 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,063 $505K 0.02% -1,673 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,037 $502K 0.06% +237 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,028 $501K 0.07% -255 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,020 $500K 0.03% -197 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,013 $499K 0.02% +1,591 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,988 $496K -2,679 Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,980 $495K 0.29% +1,157 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,978 $495K 0.05% +3 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,976 $494K 0.04% +184 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 3,957 $492K 0.48% 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,953 $492K 0.02% -21,278 13F-HR/A Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,947 $491K 0.12% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,944 $490K 0.03% +196 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,935 $489K 0.28% -35 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,932 $489K 0.03% -46 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 3,912 $486K 0.34% 0 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,906 $486K 0.03% +1,568 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,002 $482K 0.4% +382 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,883 $482K 0.16% -78 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,871 $481K 0.06% -171 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,870 $481K 0.1% -100 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,859 $480K 0.13% +379 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,857 $480K 0.06% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,005 $479K 0.01% -10 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,833 $477K 0.06% +39 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,826 $476K 0.34% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,943 $473K 0.13% +584 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 3,800 $472K 0.14% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,785 $471K 0.03% +494 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,738 $465K 0.02% +50 13F-HR Timeline