Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,536 $655K 0.17% +112 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,525 $650K 0.04% -361 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,511 $644K 0.19% 0 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 1,509 $643K 0.53% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,509 $643K 0.01% -91 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,507 $643K 0.2% -99 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,353 $640K 0.11% +191 13F-HR Timeline Point Windward Advisors Inc. 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Prunier Capital Management LLC 1,251 $533K 0.22% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,248 $532K 0.04% +32 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,247 $532K 0.21% 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 1,246 $531K 0.24% +237 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,224 $530K 0.12% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,242 $530K 0.03% -17 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,239 $528K 0.03% +597 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,237 $527K 0.4% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,229 $524K 0.13% -149 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,223 $521K 0.44% 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,220 $520K 0.05% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,217 $519K 0.06% -36 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 1,209 $516K 0.44% +247 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,208 $515K 0.39% +121 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,206 $514K 0.09% +31 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,203 $513K 0.02% +496 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,149 $512K 0.14% -49 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,198 $511K 0.34% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,198 $511K 0.26% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,197 $510K 0.02% -56 13F-HR Timeline Group ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,194 $509K 0.28% -107 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,193 $509K 0.06% +11 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,192 $508K 0.23% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,189 $507K 0.04% -540 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,189 $507K 0.01% +36 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,181 $507K 0.08% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,188 $507K 0.12% -55 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,183 $504K 0.03% -95 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,179 $503K 0.04% -43 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 1,173 $500K 0.05% +488 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,173 $500K 0.05% +60 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,172 $499K 0.13% -439 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,167 $498K 0.05% +3 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,167 $498K 0.2% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,166 $497K 0.12% +110 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,164 $496K 0.03% +254 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,164 $496K 0.06% +694 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,161 $495K 0.04% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,161 $495K 0.07% -9 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,160 $495K 0.09% -149 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,160 $495K 0.23% -1,290 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,160 $495K 0.23% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,158 $494K 0.04% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,154 $492K 0.21% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,151 $491K 0.02% +32 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,144 $488K 0.11% -13 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,141 $487K 0.16% -290 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,141 $487K 0.12% -226 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,136 $484K <0.01% +105 13F-HR Timeline Group Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,136 $484K 0.05% new 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,135 $484K 0.43% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,128 $481K 0.02% +194 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,127 $481K 0.07% +500 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,121 $478K 0.18% +237 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,120 $478K 0.02% +17 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,119 $477K <0.01% -2,668 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,119 $477K 0.15% -407 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,117 $476K 0.07% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,109 $473K 0.01% -169 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 1,109 $473K 0.47% 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,109 $473K 0.01% -1,041 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,074 $472K 0.02% +37 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,104 $471K 0.31% +74 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,102 $470K 0.01% +22 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 1,100 $469K 0.43% 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,091 $465K 0.03% -63 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 1,089 $464K 0.17% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,085 $462K 0.12% +207 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,084 $462K 0.04% -61 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,080 $461K 0.3% -15 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,081 $461K 0.14% -861 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,080 $461K 0.14% -37 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,076 $459K 0.04% +81 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,070 $456K 0.01% +2 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,069 $456K 0.08% -68 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 1,065 $454K 0.01% +55 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,056 $450K 0.02% +291 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,054 $449K -182 Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,046 $446K 0.18% -63 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,044 $445K 0.15% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,036 $442K 0.02% +7 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,027 $438K 0.1% +49 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,025 $437K 0.02% -42 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,020 $435K 0.01% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,017 $434K 0.23% 0 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,016 $433K 0.1% -15 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,016 $433K 0.16% -7,467 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 965 $432K 0.02% -37 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,008 $430K 0.16% -114 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,006 $429K 0.21% -11 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,002 $427K 0.05% -6 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,000 $426K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. General Partner, Inc. More: the full row for General Partner, Inc. 998 $426K 0.24% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 976 $424K 0.04% +25 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 993 $423K 0.03% -44 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 992 $423K 0.09% -21 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 991 $423K 0.19% -1,513 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 986 $421K 0.03% -30 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 980 $418K 0.04% -125 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 979 $417K 0.12% 0 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 977 $417K 0.45% 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 976 $416K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 975 $416K 0.15% -25 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 971 $414K 0.08% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 971 $414K 0.05% +4 13F-HR Timeline Mission Creek Capital Partners, Inc. 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More: the full row for Fullerton Fund Management Co Ltd. 946 $403K 0.02% -1,088 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 946 $403K 0.09% +440 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 945 $403K 0.04% -220 13F-HR Timeline