FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,758 $769K 0.94% -53 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,754 $768K 0.1% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,752 $768K 0.33% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,744 $765K 0.06% +18 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,767 $764K 0.02% +353 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,737 $763K 0.01% +236 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,733 $762K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,729 $761K 0.08% -279 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,719 $759K 0.02% +180 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,719 $759K 0.04% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,698 $753K 0.14% +358 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,685 $749K 0.04% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,675 $746K 0.06% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,673 $746K 0.22% -22 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,656 $741K 0.3% -2 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,648 $739K 0.07% +10 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,643 $737K 0.02% 0 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 2,641 $737K 0.11% +5 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,627 $733K 0.04% -2,607 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,493 $724K 0.03% -692 13F-HR Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 2,586 $721K 0.04% +784 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,580 $720K 0.34% -420 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,575 $718K 0.06% +6 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,608 $715K 0.01% +2,208 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,552 $712K 0.15% +3 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 2,544 $710K 0.18% +826 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,537 $708K 0.08% -288 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,536 $707K 0.14% +1,950 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,534 $707K 0.17% +20 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,520 $703K 0.15% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,513 $701K 0.25% -137 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,503 $698K 0.08% -28 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,490 $695K 0.32% +712 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,489 $694K 0.04% +4 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,480 $692K 0.12% -53 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,477 $691K 0.07% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,473 $690K 0.02% +721 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,452 $684K 0.36% +55 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,451 $684K 0.1% +60 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,444 $682K 0.07% -12 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,442 $681K 0.1% -108 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,421 $675K 0.01% +10 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,419 $675K 0.15% +6 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,390 $667K 0.68% -437 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,379 $664K 0.3% -210 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,376 $663K 0.12% -44 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,372 $662K 0.04% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 2,360 $658K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,347 $655K 0.02% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,330 $650K 0.01% +652 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,319 $647K 0.02% -271 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,317 $646K 0.48% 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 2,296 $640K 0.29% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,293 $640K 0.12% +4 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,292 $639K 0.75% -1,300 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,285 $637K 0.16% -106 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,284 $637K 0.41% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,284 $637K 0.16% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,257 $630K 0.22% +345 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,255 $629K 0.01% +26 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,241 $625K 0.27% -41 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,223 $620K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,214 $618K 0.07% -22 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,210 $616K 0.04% +34 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,206 $615K 0.19% +313 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,171 $606K 0.31% -49 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,163 $603K 0.04% -85 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,138 $596K 0.05% +50 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,137 $596K 0.13% -938 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,137 $596K 0.27% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,130 $594K 0.06% +258 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,119 $591K 0.01% -192 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,116 $590K 0.17% -85 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,019 $587K 0.28% +44 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,100 $586K 0.02% +1,194 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,076 $579K 0.07% +280 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,075 $579K 0.28% 0 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,072 $578K 0.21% +9 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,039 $569K 0.17% +9 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,038 $568K 0.02% -30 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,021 $564K 0.01% +11 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,019 $563K 0.02% +42 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,016 $562K 0.03% +247 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,014 $562K 0.03% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,010 $561K 0.02% new 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,003 $559K 0.12% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,000 $558K 0.08% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,000 $558K 0.19% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,000 $558K 0.12% 0 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,000 $558K 0.11% -800 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,000 $558K 0.44% 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,997 $557K 0.04% -249 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,986 $554K 0.04% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,979 $552K 0.02% -391 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,977 $552K 0.1% -39 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,975 $551K 0.07% +250 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 1,974 $551K 0.02% +4 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,964 $548K 0.23% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,945 $543K 0.05% +328 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,939 $541K 0.02% +799 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,939 $541K 0.27% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,934 $539K 0.09% +6 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,921 $535K <0.01% -64 13F-HR Timeline Group Family Firm, Inc. More: the full row for Family Firm, Inc. 1,911 $533K 0.12% +1 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,910 $533K 0.04% -93 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,908 $532K 0.05% -29 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,891 $527K 0.03% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,887 $526K 0.06% +1 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,884 $525K 0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,877 $524K 0.02% 13F-HR Timeline Group SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,875 $523K 0.03% 0 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,855 $520K 0.01% +235 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,858 $518K 0.04% -45 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,876 $516K 0.12% +3 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,841 $513K 0.03% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,832 $511K 0.08% -19 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,818 $507K 0.12% +184 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,812 $505K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,804 $503K 0.07% +11 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,765 $503K 0.03% +57 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,796 $501K 0.03% -7 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,793 $500K 0.02% +21 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,784 $498K 0.02% -251 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 1,775 $495K 0.32% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,775 $495K 0.02% -1,242 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,770 $494K 0.38% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,770 $494K 0.03% +56 13F-HR/A Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,766 $493K 0.08% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,765 $492K 0.02% +21 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,765 $492K 0.05% -300 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,764 $492K 0.02% -3 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,756 $490K 0.03% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,756 $490K 0.02% +29 13F-HR Timeline Mizuho Securities Co. Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Securities Co. Ltd. 1,740 $488K 7.36% +1,460 13F-HR Timeline Group Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,746 $487K 0.1% -35 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,745 $487K 0.19% -110 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 1,739 $485K 0.18% -4 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,720 $480K 0.11% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,717 $479K 0.04% 0 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,715 $478K 0.04% +1 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,697 $473K 0.02% -90 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,685 $470K 0.17% +1 13F-HR/A Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,674 $467K 0.15% 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,671 $466K 0.01% +90 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,670 $466K 0.03% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,720 $466K 0.03% -17 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,660 $463K 0.13% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,651 $461K 0.07% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,651 $461K 0.02% +525 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,649 $460K 0.03% +16 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,623 $453K 0.18% +10 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 1,621 $452K 0.04% -29 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,620 $452K 0.07% +78 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,617 $451K 0.04% +608 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,595 $445K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,576 $440K 0.02% +210 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,575 $439K 0.96% new 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,571 $438K 0.14% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,569 $438K 0.22% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,556 $434K 0.04% -12,259 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,553 $433K 0.08% -97 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,553 $433K 0.14% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,543 $430K 0.01% -66 13F-HR Timeline Group Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 1,542 $430K 0.01% +315 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,543 $430K 0.04% +185 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,537 $429K 0.09% +1 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,533 $428K 0.18% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,531 $427K 0.01% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,527 $426K 0.37% 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,512 $424K 0.14% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,509 $421K 0.01% -391 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,505 $420K 0.18% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,500 $418K 0.12% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,500 $418K 0.27% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,500 $418K 0.1% -1,800 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,489 $415K 0.13% +1 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,485 $414K 0.09% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,483 $414K 0.02% +7 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,479 $413K 0.11% +36 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,477 $412K 0.25% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,475 $411K 0.03% -72 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,471 $410K 0.04% +154 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,468 $410K 0.11% +2 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,465 $409K 0.04% +1 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,463 $408K 0.09% -1,223 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,462 $408K <0.01% -500 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,459 $407K 0.05% +688 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,458 $407K 0.34% +68 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,456 $406K 0.05% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,453 $405K 0.03% 0 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 1,451 $405K 0.14% +32 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,450 $404K 0.01% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,445 $403K 0.02% -105 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,443 $403K 0.02% -22 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,440 $402K 0.23% 0 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,439 $401K 0.03% +351 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,436 $401K 0.26% +362 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,433 $400K 0.02% -288 13F-HR/A Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,431 $399K 0.29% +4 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,428 $398K 0.15% -61 13F-HR Timeline