STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,561 $1.25M 0.02% -13 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,556 $1.24M +145 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,555 $1.24M 0.01% +1,938 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,543 $1.24M 0.03% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,531 $1.24M 0.05% -222 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,522 $1.24M 0.08% -97 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,513 $1.23M 0.22% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,508 $1.23M 0.08% -7,577 13F-HR Timeline OSSIAM More: the full row for OSSIAM 4,478 $1.22M 0.01% +353 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 4,465 $1.22M 0.42% +26 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,453 $1.22M 0.65% +98 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,451 $1.22M 0.11% +65 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 4,425 $1.21M 0.42% 0 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 4,407 $1.2M 1.15% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,394 $1.2M 0.02% +122 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 4,394 $1.2M 0.02% +640 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 4,365 $1.19M 0.01% -33,821 13F-HR Timeline STF Management LP More: the full row for STF Management LP 4,341 $1.19M 0.47% +96 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,337 $1.18M 0.09% -50 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,337 $1.18M 0.02% -325 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,308 $1.18M 0.1% +1,968 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,278 $1.17M 0.09% +682 13F-HR Timeline Sophron Capital Management L.P. More: the full row for Sophron Capital Management L.P. 4,278 $1.17M 0.36% -56,874 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,266 $1.17M 0.05% +258 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,264 $1.16M 0.05% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,258 $1.16M 0.21% -40 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,256 $1.16M 0.08% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,227 $1.15M 0.05% 0 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 4,212 $1.15M 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,192 $1.15M 0.1% -313 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,168 $1.14M <0.01% -2,863 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,147 $1.13M <0.01% +820 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,141 $1.13M 0.56% +288 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 4,130 $1.13M 0.36% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,067 $1.12M 0.21% +2,030 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,105 $1.12M 0.02% +208 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,069 $1.11M 0.02% +194 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 4,013 $1.1M 0.01% -8,400 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,986 $1.09M 0.02% +607 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,772 $1.09M 0.03% -1,223 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,957 $1.08M 0.46% -1,023 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,937 $1.08M 0.04% -151 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,900 $1.07M 0.36% 0 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 3,854 $1.05M 0.78% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,842 $1.05M 0.07% +769 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,703 $1.05M 0.16% +6 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,815 $1.04M 0.21% -6,942 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,814 $1.04M 0.24% -376 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,813 $1.04M 0.07% +15 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,795 $1.04M 0.02% +191 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,779 $1.03M 0.23% -40 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,765 $1.03M 0.21% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,765 $1.03M 0.06% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,751 $1.02M 0.08% -424 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,747 $1.02M 0.03% +546 13F-HR/A Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,739 $1.02M 0.54% +9 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,739 $1.02M 0.07% +2,577 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,725 $1.02M 0.48% -45 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,709 $1.01M 0.02% +712 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,618 $1.01M 0.04% -18 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,667 $1M 0.19% +163 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,659 $1000K 0.01% -58 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,649 $997K 0.48% +20 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,650 $997K 0.3% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,629 $991K 0.1% -24 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,615 $988K 0.18% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,614 $987K 0.03% -64 13F-HR Timeline Claar Advisors LLC More: the full row for Claar Advisors LLC 3,600 $984K 0.3% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,585 $979K 0.04% +2,044 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,586 $979K 0.07% -883 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,580 $978K 0.31% -25 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3,575 $978K 0.01% +3,575 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 3,572 $976K 0.01% -597 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,566 $974K 0.06% +568 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,551 $970K 0.01% new 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,544 $968K 0.25% new 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 3,543 $968K 0.1% +455 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,523 $963K 0.12% +624 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,521 $962K 0.6% +2 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,517 $961K 0.1% +7 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,507 $958K 0.05% -2,076 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,485 $952K 0.76% +10 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,480 $951K <0.01% -2,262 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,478 $950K 0.08% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 3,474 $949K 0.11% -5,539 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,472 $948K 0.03% -246 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,463 $946K 0.14% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,443 $941K 0.02% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 3,368 $940K 0.41% +8 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 3,432 $938K 0.12% -104 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 3,414 $933K 0.09% +66 13F-HR Timeline Group BANK OZK More: the full row for BANK OZK 3,407 $931K 0.36% -305 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,399 $929K 0.01% +1,069 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,396 $928K 0.35% +28 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 3,365 $919K 0.25% +15 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,307 $919K 0.01% -9,251 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,363 $919K 0.18% +75 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,357 $917K 0.09% -32 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,312 $905K 0.09% -53 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,306 $903K 0.08% -68 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,299 $901K 0.06% -367 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,404 $898K 0.39% -119 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,277 $895K 0.01% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,265 $892K 0.03% +58 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 3,255 $889K 0.03% -9,574 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,254 $889K 0.02% +24 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,253 $889K 0.04% 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 3,191 $887K 0.26% 0 13F-HR/A Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,245 $887K 0.01% +3 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 3,230 $882K 0.04% +467 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,225 $881K 0.45% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,224 $881K 0.1% +2 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,200 $874K 0.1% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,197 $874K 0.02% -1,914 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,190 $872K 0.44% +7 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,173 $867K 0.02% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,152 $861K 0.03% -295 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,148 $861K 0.07% new 13F-HR/A Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,142 $858K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,131 $855K 0.02% -333 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,096 $846K 0.48% -13 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,095 $846K 0.2% 0 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 3,089 $844K 0.33% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,086 $843K 0.48% +74 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,054 $834K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,011 $823K 0.01% +4 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,005 $821K 0.09% +15 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,999 $819K 0.02% -63 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,971 $812K 0.37% -198 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,966 $810K 0.02% -261 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,960 $809K 0.06% +234 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,959 $808K 0.18% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,915 $796K 0.56% -177 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,914 $796K 0.18% -2 13F-HR/A Timeline Port Capital LLC More: the full row for Port Capital LLC 2,907 $794K 0.03% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,903 $793K 0.06% -73 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,899 $792K 0.07% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,888 $789K 0.25% -5 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,881 $787K 0.11% +947 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,876 $786K 0.21% +1,398 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,873 $785K 0.03% +6 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,868 $784K 0.02% -47 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,851 $779K 0.1% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,840 $776K <0.01% -1,337 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,814 $769K 0.01% -12 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,794 $763K 0.02% -4 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,766 $756K 0.08% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,766 $756K 0.05% +213 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,808 $755K 0.01% new 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,758 $754K 0.61% -53 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,758 $753K 0.05% -11 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,752 $752K 0.31% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,748 $751K 0.04% -45 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,738 $748K 0.01% -4 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 2,722 $744K 0.32% -348 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,723 $744K 0.46% +67 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,722 $744K 0.05% -114 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,720 $743K 0.04% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,695 $736K 0.2% -140 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,680 $732K 0.01% -11 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,675 $731K 0.09% +11 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,673 $730K 0.2% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,670 $729K 0.05% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,669 $729K 0.03% -24 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,667 $729K 0.02% +341 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,643 $722K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,629 $718K 0.03% -20 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,622 $716K 0.27% -213 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,615 $714K 0.06% +157 13F-HR/A Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,601 $711K 0.43% -18 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,573 $703K 0.05% -524 13F-HR/A Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,560 $699K 0.05% -3,901 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,556 $698K 0.17% +30 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,549 $696K 0.12% -16 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,548 $696K 0.23% +70 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,546 $696K 0.11% +2,406 13F-HR/A Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,523 $689K 0.14% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,630 $685K 0.13% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,482 $678K 0.02% -113 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,474 $676K 0.05% -2 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,473 $676K 0.08% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,462 $673K 0.03% -43 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,462 $673K 0.01% +39 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,457 $671K 0.25% -200 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,450 $669K 0.14% -1,148 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,446 $668K 0.58% -11 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,442 $667K 0.06% -2,658 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,436 $666K 0.03% 0 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 2,436 $666K 0.04% new 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,431 $664K 0.14% +6 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,421 $661K 0.01% +2,302 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PDS Planning, Inc More: the full row for PDS Planning, Inc 2,407 $658K 0.05% +945 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,398 $655K 0.02% -2,322 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,394 $654K 0.25% -334 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,381 $650K 0.31% -171 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,372 $648K 0.06% -258 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,370 $648K 0.05% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 2,360 $645K 0.02% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,355 $643K 0.04% +350 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,355 $643K 0.46% 0 13F-HR Timeline