HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,234 $297K 0.1% +1,066 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,079 $296K 0.2% -581 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,200 $295K 0.05% -2,780 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,201 $295K 0.01% +43 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,200 $295K <0.01% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,200 $295K 0.07% -447 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 2,200 $295K 0.05% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,199 $294K 0.01% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,190 $293K 0.06% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,877 $292K 0.05% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,165 $290K 0.04% +1,172 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,162 $289K 0.05% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,157 $289K <0.01% +145 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,160 $289K 0.09% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,153 $288K 0.1% +2 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,141 $287K 0.01% -265 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 2,135 $286K 0.02% -3 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,121 $284K 0.08% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,121 $284K 0.08% -29 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,118 $284K 0.01% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,117 $283K 0.1% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 2,117 $283K 0.12% -917 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,116 $283K 0.16% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,110 $283K 0.11% new 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 2,105 $282K 0.11% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 2,101 $281K 0.07% +30 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,100 $281K 0.04% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,095 $281K 0.02% +18 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 2,080 $279K 0.12% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,079 $278K 0.13% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,068 $277K 0.09% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,060 $276K 0.12% new 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 2,060 $276K 0.12% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,055 $275K 0.12% -48 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,051 $275K 0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,040 $273K 0.12% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,038 $273K 0.05% -1,045 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,037 $273K 0.02% -997 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,036 $273K 0.01% -745 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,031 $272K 0.02% new 13F-HR Timeline Group NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 2,026 $271K 0.09% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,020 $271K 0.04% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,023 $271K 0.02% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,018 $270K 0.06% new 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 2,014 $270K 0.07% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,032 $270K 0.04% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,006 $269K 0.08% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,003 $268K 0.04% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,000 $268K 0.05% 0 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 2,000 $268K 0.1% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,990 $266K 0.1% -3,311 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,181 $266K 0.05% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,980 $265K 0.03% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,978 $265K 0.13% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,975 $264K 0.04% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,963 $263K 0.14% -504 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,963 $263K 0.09% +1,203 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,960 $262K 0.02% -106 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,958 $262K 0.01% new 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 1,952 $261K 0.02% new 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,943 $260K 0.04% -7,525 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,942 $260K 0.1% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,938 $260K 0.03% new 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,933 $259K 0.15% -797 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,932 $259K 0.07% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,921 $257K 0.04% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,920 $257K 0.01% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,917 $257K 0.02% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,917 $257K 0.07% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,914 $256K 0.03% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,908 $255K 0.12% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,907 $255K 0.01% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,899 $255K 0.06% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,902 $255K 0.05% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,902 $255K 0.05% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,894 $254K 0.02% new 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 1,890 $253K 0.1% new 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,881 $252K 0.03% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,876 $252K 0.08% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,866 $250K 0.02% -10,481 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 2,000 $250K 0.2% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,861 $249K 0.06% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,849 $248K 0.04% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,848 $247K <0.01% +695 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 1,839 $246K 0.03% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,828 $245K 0.08% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,823 $244K 0.08% new 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,814 $244K 0.06% new 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 1,820 $244K 0.2% new 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 1,697 $242K 0.2% -534 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,805 $242K 0.1% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,805 $242K 0.04% +129 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,801 $241K 0.01% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,800 $241K 0.04% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,800 $241K 0.1% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,796 $241K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,796 $241K 0.02% -447 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,793 $240K 0.09% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,140 $240K 0.14% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,790 $240K 0.01% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,783 $239K 0.01% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,595 $239K 0.06% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,778 $238K 0.06% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,773 $237K 0.13% -1,221 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 1,769 $237K 0.08% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,766 $236K 0.03% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,765 $236K 0.02% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,761 $236K 0.01% new 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,751 $234K 0.03% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,747 $234K 0.03% new 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 1,745 $234K 0.15% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,742 $233K 0.05% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,740 $233K <0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,740 $233K 0.13% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,735 $232K 0.01% new 13F-HR Timeline Group Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 1,730 $232K 0.09% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,649 $231K 0.07% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,731 $231K 0.03% +72 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,720 $230K 0.04% -1,249 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,720 $230K 0.04% +210 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,720 $230K 0.08% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,713 $229K 0.1% new 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,707 $229K 0.01% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,700 $228K 0.06% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,692 $227K 0.01% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,690 $226K 0.02% -7,015 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,687 $226K 0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,684 $225K 0.03% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,681 $225K 0.05% +1 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,310 $225K 0.04% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,678 $225K 0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,678 $225K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,675 $224K 0.06% new 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,675 $224K 0.05% new 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,673 $224K 0.05% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,671 $224K 0.08% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,667 $223K 0.1% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,668 $223K <0.01% +47 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,656 $222K 0.03% new 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 1,653 $221K 0.13% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,646 $220K 0.02% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,645 $220K 0.12% -1,274 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,642 $220K 0.13% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,638 $219K 0.05% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,637 $219K 0.03% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,634 $219K 0.09% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,624 $218K 0.01% new 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,620 $217K 0.06% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,616 $216K 0.02% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 955 $216K 0.06% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,610 $216K 0.02% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,610 $216K 0.04% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,610 $216K 0.15% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,600 $214K 0.11% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,597 $214K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,595 $214K 0.01% +33 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,593 $213K 0.05% -1,003 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,591 $213K 0.09% new 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,590 $213K 0.07% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,590 $213K 0.02% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,575 $211K 0.02% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,568 $210K <0.01% new 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,566 $210K 0.06% new 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 1,469 $210K 0.13% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,561 $209K 0.03% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,559 $209K 0.04% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,555 $208K 0.05% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,554 $208K 0.02% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 1,554 $208K 0.16% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,553 $208K 0.01% new 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 1,550 $208K 0.14% new 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,547 $207K 0.06% new 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 1,540 $206K 0.07% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,537 $206K 0.02% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,532 $205K 0.01% 13F-HR Timeline Paradice Investment Management LLC in group Paradice Investment Managemen… More: the full row for Paradice Investment Management LLC 1,524 $204K 0.05% new 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,523 $204K 0.05% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,522 $204K <0.01% -1,065 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,521 $204K 0.05% 0 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,520 $204K 0.09% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,520 $204K 0.07% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,515 $203K 0.08% new 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,510 $202K 0.06% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,510 $202K 0.01% -3,656 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,507 $202K 0.02% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,505 $202K 0.04% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,505 $202K 0.1% +1,005 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,503 $201K 0.06% new 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,500 $201K 0.05% new 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,500 $201K 0.09% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,497 $200K 0.14% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,496 $200K 0.02% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,493 $200K 0.03% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,486 $199K 0.01% +37 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,452 $194K 0.13% -25 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,435 $192K 0.01% -54 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,376 $184K 0.05% -256 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,370 $183K 0.03% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 1,340 $179K 0.05% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,333 $178K 0.04% +1,125 13F-HR Timeline