WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 5,497 $1.22M 0.62% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,482 $1.22M 0.21% -204 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,480 $1.22M 0.06% -987 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 5,453 $1.21M 0.44% +71 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 5,449 $1.21M 0.43% -40 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,435 $1.21M 0.07% -3,189 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,434 $1.21M 0.06% +1,183 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,433 $1.21M 0.11% -2,838 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 5,393 $1.2M 0.9% -211 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,375 $1.19M 0.15% -104 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 5,351 $1.19M <0.01% +274 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,333 $1.18M 0.04% +1,245 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 5,319 $1.18M 0.53% -100 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,280 $1.17M 0.44% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 5,265 $1.17M 0.78% -102 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,242 $1.16M 0.07% new 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,226 $1.16M 0.31% -257 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 5,223 $1.16M 0.41% +244 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,213 $1.16M 0.06% -666 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,209 $1.16M 0.08% +2,108 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,929 $1.16M 0.22% +2,460 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 5,202 $1.15M 0.51% +225 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,200 $1.15M 0.31% -135 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,197 $1.15M 0.05% -71 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,187 $1.15M 0.09% -271 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,175 $1.15M 0.01% 0 13F-HR Timeline Group Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,067 $1.14M 0.42% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,137 $1.14M 0.16% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,113 $1.13M 0.17% -1,497 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,110 $1.13M 0.14% -175 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,100 $1.13M 0.03% +368 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 5,087 $1.13M 0.52% +42 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,085 $1.13M 0.04% +829 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 5,086 $1.13M 0.55% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 5,076 $1.13M 0.29% -200 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,070 $1.12M 0.12% +206 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,066 $1.12M 0.09% -27 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 5,058 $1.12M 0.09% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,047 $1.12M 0.25% -138 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,045 $1.12M 0.12% +232 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 5,039 $1.12M 0.85% +224 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 5,038 $1.12M 0.37% -55 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 5,013 $1.11M 0.2% +1 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,009 $1.11M 0.03% -99 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,009 $1.11M 0.15% -10 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 5,000 $1.11M 0.04% +400 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,992 $1.11M 0.09% -312 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 4,963 $1.1M 0.44% -59 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,963 $1.1M 0.04% -173 13F-HR Timeline BANK OZK More: the full row for BANK OZK 4,956 $1.1M 0.42% -52 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,939 $1.1M 0.15% -992 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,937 $1.1M 0.1% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 4,937 $1.1M 0.22% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,899 $1.09M 0.55% -40 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,894 $1.09M 0.05% 0 13F-HR/A Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 4,885 $1.08M 0.73% +1,235 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,883 $1.08M 0.06% +6 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,880 $1.08M 0.08% -134 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,840 $1.07M 0.05% -305 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,839 $1.07M 0.5% +63 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,830 $1.07M 0.17% -1,500 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 4,814 $1.07M 0.01% -223,586 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,307 $1.07M 0.05% -111 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,797 $1.06M 0.07% +333 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,783 $1.06M 0.15% +55 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,777 $1.06M 0.2% +893 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,772 $1.06M 0.1% -170 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 4,771 $1.06M 0.7% +6 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,763 $1.06M 0.08% +72 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 4,763 $1.06M 0.1% -632 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,737 $1.05M 0.02% +324 13F-HR Timeline Group Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 4,742 $1.05M 0.08% +369 13F-HR Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 4,695 $1.04M 0.3% +3,284 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 4,692 $1.04M 0.43% -1,012 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 4,689 $1.04M 0.36% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,676 $1.04M 0.24% -33 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,655 $1.03M 0.45% +2,295 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 4,653 $1.03M 0.15% +17 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,618 $1.02M 0.12% +1 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,599 $1.02M 0.02% -65 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,596 $1.02M 0.03% -361 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,595 $1.02M 0.17% new 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,591 $1.02M 0.23% -194 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,572 $1.01M 0.11% +422 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,563 $1.01M 0.26% -7 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,552 $1.01M 0.48% -126 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 4,540 $1.01M 0.32% 0 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,539 $1.01M 0.49% -208 13F-HR Timeline Liberty Capital Management, Inc. 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More: the full row for Paulson Wealth Management Inc. 4,518 $1M 0.26% +2,880 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,499 $998K 0.07% -110 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 4,494 $997K 0.78% +794 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,484 $995K 0.26% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,475 $993K 0.95% +1,200 13F-HR/A Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 4,472 $992K 0.46% +191 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,459 $989K 0.46% 0 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 4,446 $986K 0.74% new 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 4,432 $983K 0.25% +89 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,426 $982K 0.07% -116 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,427 $981K 0.01% -156 13F-HR Timeline Group Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,420 $981K 0.48% -550 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,417 $980K 0.07% -174 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,297 $979K 0.35% +908 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,410 $978K 0.01% +890 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,403 $977K 0.09% -107 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 4,402 $977K 0.76% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 4,382 $972K 0.3% +556 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,379 $972K 0.04% +200 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,376 $971K 0.18% -4 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,345 $964K 0.18% -540 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,315 $957K 0.29% -3,513 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,312 $957K <0.01% new 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,218 $957K 0.36% +192 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,309 $956K 0.04% -7 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,303 $954K 0.01% -62 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,304 $954K 0.16% -77 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 4,299 $954K 0.58% -232 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,289 $952K 0.08% -480 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,280 $950K 0.59% +4 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,279 $949K 0.51% +29 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,269 $947K 0.06% 0 13F-HR Timeline Group McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 4,241 $941K 1.53% -230 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 4,241 $941K 0.22% 0 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 4,240 $941K 0.36% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 4,218 $936K 0.81% +101 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,218 $936K 0.06% -146 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,214 $935K 0.04% -2 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 4,203 $933K 0.7% +39 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,194 $931K 0.45% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,182 $928K 0.68% +186 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,162 $923K 0.39% -50 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 4,153 $922K 0.29% +3 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,142 $919K 0.03% -131 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,136 $918K 0.08% +1,922 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,120 $914K <0.01% +119 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,111 $912K 0.4% +20 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 4,109 $912K 0.32% +14 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,096 $909K 0.24% -327 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 3,994 $908K 0.58% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,085 $906K 0.09% -41 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,055 $900K 0.05% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,047 $898K 0.06% -155 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,035 $895K 0.52% -747 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 4,030 $894K 0.01% -16,786 13F-HR/A Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,024 $893K 0.05% -103 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 4,023 $893K 0.62% -50 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 4,017 $891K 0.22% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,013 $890K 0.09% -513 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,012 $890K 0.02% +303 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,002 $888K 0.04% -99 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,996 $887K 0.11% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,993 $886K 0.06% -122 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,992 $886K 0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Qtron Investments LLC More: the full row for Qtron Investments LLC 3,987 $885K 0.11% 0 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 3,977 $882K 0.57% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,977 $882K 0.26% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,974 $882K 0.11% +41 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,975 $882K 0.18% +140 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,966 $880K 0.16% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,953 $877K 0.15% +2,425 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 3,941 $874K 0.06% +845 13F-HR/A Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,938 $874K 0.48% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,928 $872K 0.36% +214 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,926 $871K 0.07% +12 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,926 $871K 0.14% -246 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 3,921 $870K 0.58% -109 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,884 $862K 0.44% +140 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,868 $858K 0.52% -87 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 3,865 $858K 0.22% -50 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 3,556 $858K 0.22% +15 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,860 $856K 0.04% -1,034 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,666 $855K 0.14% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,849 $854K 0.11% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,849 $854K 0.14% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,848 $854K 0.19% -456 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,842 $852K 0.5% -68 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,833 $850K 0.08% +320 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,831 $850K 0.1% +526 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 3,800 $843K 0.18% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,799 $843K 0 Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3,798 $843K 0.53% -403 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,785 $840K 0.93% -50 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 3,785 $840K 0.13% -6,781 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,777 $838K 0.08% -300 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,772 $837K 0.1% +2 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,766 $836K 0.03% +144 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,750 $832K 0.04% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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