Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,295 $1.17M 0.09% -168 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,293 $1.17M 0.03% -50 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,289 $1.17M 0.06% -12 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 2,289 $1.17M 0.57% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,282 $1.16M 0.01% +467 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,277 $1.16M 0.24% +79 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,272 $1.16M 0.05% +186 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,270 $1.16M 0.16% -199 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,260 $1.15M 0.08% -43 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,259 $1.15M 0.39% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,254 $1.15M 0.1% -44 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 2,250 $1.15M 0.03% +750 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,250 $1.15M 0.07% +328 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,231 $1.14M 0.33% 0 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 2,217 $1.13M 0.51% +14 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,207 $1.12M 0.64% +82 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,201 $1.12M 0.1% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crews Bank & Trust More: the full row for Crews Bank & Trust 2,200 $1.12M 0.15% -9 13F-HR Timeline City State Bank More: the full row for City State Bank 2,198 $1.12M 0.26% +110 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,195 $1.12M 0.2% -42 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,181 $1.11M 0.08% +44 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,179 $1.11M 0.04% -40 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,175 $1.11M 0.47% +1,225 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,172 $1.11M 0.15% +489 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,171 $1.11M 0.01% -753 13F-HR/A Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,163 $1.1M 0.06% +205 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,162 $1.1M 0.11% -4 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,161 $1.1M 0.09% -7 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,148 $1.09M 0.17% +6 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,141 $1.09M 0.02% -148 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,138 $1.09M 0.26% -190 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 2,135 $1.09M 0.56% +198 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,134 $1.09M 0.15% +73 13F-HR Timeline Group LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2,080 $1.09M 0.23% +12 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,127 $1.08M 0.14% +1,009 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,124 $1.08M 0.17% +30 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2,117 $1.08M 0.38% +4 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,115 $1.08M 0.06% -110 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,114 $1.08M 0.21% +208 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,112 $1.08M 0.09% +169 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,112 $1.08M 0.06% +93 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,107 $1.07M 0.03% +170 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,101 $1.07M 0.06% -7 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,101 $1.07M 0.12% -373 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,100 $1.07M 0.14% -88 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,086 $1.06M 0.13% -15 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,086 $1.06M 0.89% +185 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,070 $1.05M 0.21% +500 13F-HR/A Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,069 $1.05M 0.39% -298 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,068 $1.05M 0.19% +409 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,068 $1.05M 0.03% +958 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 2,068 $1.05M 0.19% +364 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 2,056 $1.05M 0.76% +1 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,056 $1.05M 0.22% -98 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,053 $1.05M 0.05% +3 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,050 $1.04M 0.34% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,050 $1.04M 0.09% -363 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 2,042 $1.04M 0.54% -81 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,040 $1.04M 0.56% -32 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,035 $1.04M 0.17% -55 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,034 $1.04M 0.05% -267 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,033 $1.04M 0.03% -67 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,032 $1.04M 0.05% -8 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,031 $1.03M 0.79% -81 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,030 $1.03M 0.12% +17 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,025 $1.03M 0.06% +133 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 2,025 $1.03M 0.83% -40 13F-HR/A Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,023 $1.03M 0.06% -124 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,968 $1.03M 0.19% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,019 $1.03M 0.22% +1 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,008 $1.02M 0.35% +5 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,004 $1.02M 0.12% +56 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,003 $1.02M 0.01% 0 13F-HR Timeline Group OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 2,000 $1.02M 0.56% 0 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 1,998 $1.02M 0.31% +110 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,990 $1.01M 0.09% +31 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,979 $1.01M 0.23% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,973 $1.01M 0.27% +18 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,968 $1M 0.12% -22 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,967 $1M 0.22% -36 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,966 $1M 0.03% +62 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,964 $1M 0.36% -12 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,963 $1M 0.14% -215 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,959 $998K 0.12% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 1,959 $998K 0.42% 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 1,953 $995K 0.38% -1 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,951 $994K 0.07% -141 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,945 $991K 0.12% -55 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,944 $990K 0.04% +63 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,939 $988K 0.02% -256 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,934 $986K 0.13% -32 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,929 $983K 0.06% +116 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,927 $982K 0.15% +144 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,927 $982K 0.31% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,926 $981K 0.09% -48 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,922 $979K 0.3% +5 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 1,924 $977K 0.06% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,912 $974K 0.63% +101 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,906 $971K 0.37% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,905 $971K 0.06% +44 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 1,902 $969K 0.82% -55 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 1,902 $969K 0.82% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,899 $967K 0.04% +11 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,897 $967K 0.06% +297 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,897 $966K 0.06% +280 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 1,657 $966K 0.63% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,889 $962K 0.43% +21 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,877 $961K 0.05% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,882 $959K 0.35% +7 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,880 $958K 0.21% -24 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 1,880 $958K 0.19% -10 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,879 $957K 0.18% +171 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,877 $956K 0.18% +51 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,873 $954K 0.03% +4 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,872 $954K 0.16% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,869 $952K 0.43% -235 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,867 $951K 0.16% +800 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,864 $950K 0.08% +272 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,864 $950K 0.07% +9 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,858 $947K 0.05% -153 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,858 $947K 0.05% +6 13F-HR/A Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,858 $947K 0.09% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,852 $944K 0.25% -5 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,850 $943K 0.13% -9 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,849 $942K 0.29% +546 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,842 $938K 0.08% -123 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,839 $937K 0.18% -139 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,837 $936K 0.05% -12 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,547 $935K 0.12% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,832 $933K 0.03% +73 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,831 $933K 0.12% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,825 $930K 0.02% -9 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,823 $929K 0.12% +6 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,822 $928K 0.45% +46 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,774 $928K 0.41% +145 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 1,819 $927K 0.3% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,844 $926K 0.05% -386 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,816 $925K 0.08% +62 13F-HR Timeline Group Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,816 $925K 0.47% -3 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,814 $924K 0.11% new 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 1,812 $923K 0.5% -90 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,808 $921K 0.02% -23,169 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,808 $921K 0.24% +37 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,807 $920K 0.45% +44 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,803 $919K 0.02% +40 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,799 $917K 0.5% +3 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,782 $908K 0.28% +553 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,781 $907K 0.05% -97 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 1,778 $906K 0.38% new 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 1,778 $906K 0.58% -419 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,774 $904K 0.01% +1,274 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,772 $903K 0.32% +94 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,782 $903K 0.05% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,771 $902K 0.31% +118 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,769 $901K 0.24% -50 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 1,768 $901K 0.19% -11 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,528 $896K 0.05% -34 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,756 $895K 0.49% +2 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 1,756 $895K 0.56% -4 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,755 $894K 0.36% -1,398 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,750 $892K 0.24% -113 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,748 $891K 0.37% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,747 $890K 0.06% -217 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,660 $889K 0.33% -100 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 1,741 $887K 0.33% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,739 $886K 0.01% +107 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,739 $886K 0.26% +58 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,737 $885K 0.09% -76 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 1,732 $882K 0.23% -191 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,731 $882K 0.18% +78 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,731 $882K 0.25% -22 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,730 $881K 0.12% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,725 $879K 0.2% -8 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 1,873 $876K 0.75% +153 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,717 $875K 0.21% -134 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,717 $875K 0.47% +67 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,717 $875K 0.17% -28 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,535 $874K 0.06% +848 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,714 $873K 0.02% -8 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,712 $872K 0.19% -102 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,709 $871K 0.24% -332 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,707 $870K 0.2% +2 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,707 $870K 0.38% -20 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 1,704 $868K 0.21% 0 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 1,702 $867K 0.36% -105 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,701 $867K 0.04% +101 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,699 $866K 0.3% -75 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,699 $866K 0.24% -43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,695 $864K 0.11% +31 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,694 $863K 0.18% -6 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,689 $860K 0.06% -18 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,689 $860K 0.18% -1 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,686 $859K 0.03% +631 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,683 $858K 0.05% -251 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,679 $856K 0.01% new 13F-HR Timeline Group Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 1,675 $853K 0.6% +423 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 1,674 $853K 0.09% -61 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 1,673 $852K 0.68% +8 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,672 $852K 0.16% -6 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,666 $849K 0.37% 0 13F-HR Timeline