Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,508 $225K 0.03% -1,259 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,507 $225K 0.17% new 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 3,502 $225K 0.08% 0 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,500 $225K 0.03% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 3,500 $225K 0.02% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,466 $223K <0.01% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,460 $222K <0.01% -109 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,450 $222K <0.01% -44 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,395 $221K <0.01% +199 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,432 $220K 0.15% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,431 $220K <0.01% -1,048 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,416 $219K 0.06% -2,881 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,400 $218K 0.01% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,495 $218K 0.01% -354 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,371 $216K 0.02% -8,629 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,362 $216K 0.02% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,354 $215K 0.01% 0 13F-HR Timeline Group Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,351 $215K 0.09% -155 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,336 $214K 0.01% -263 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,267 $210K 0.06% -24 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 3,254 $209K 0.08% -2,394 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,301 $209K 0.02% +81 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,243 $208K 0.02% -518 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,247 $208K 0.01% -111 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,215 $206K <0.01% -21 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,215 $206K 0.06% +45 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,210 $206K <0.01% -226 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 3,200 $206K 0.01% +22 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,205 $206K 0.03% -49 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 3,200 $206K 0.06% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,194 $205K 0.03% -2,072 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,194 $205K 0.1% -252 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,191 $205K 0.05% +192 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,166 $203K 0.03% +24 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,161 $203K 0.02% -13 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,136 $201K 0.01% +269 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,130 $201K 0.02% +101 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,119 $200K <0.01% -7 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,041 $195K 0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,991 $192K <0.01% +304 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,981 $191K 0.01% -2,474 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,970 $191K 0.12% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,916 $187K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,897 $186K 0.01% -44 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,896 $186K 0.02% +30 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 16,625 $183K 0.05% +16,551 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,759 $177K <0.01% +4 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,733 $176K 0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,610 $168K 0.01% +488 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,591 $166K 0.03% -387 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,590 $166K <0.01% -220 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,517 $162K <0.01% new 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,484 $160K <0.01% +201 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,474 $159K 0.05% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,437 $157K <0.01% +2,132 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,312 $148K 0.06% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,280 $146K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,266 $146K 0.09% -2,029 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,248 $144K <0.01% -7 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,191 $141K 0.01% +8 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,062 $132K 0.02% -851 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,015 $129K 0.04% -56 13F-HR/A Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,000 $128K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,966 $126K 0.01% +180 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,912 $123K 0.03% -3,564 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 1,890 $121K 0.03% +163 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,888 $121K <0.01% +48 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,870 $120K 0.01% -75 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,865 $120K 0.06% +5 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,861 $120K 0.06% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,811 $116K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,800 $116K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,733 $111K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,733 $111K 0.06% +1,055 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,727 $111K 0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,675 $108K <0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,873 $102K <0.01% -258 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,574 $101K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,495 $96K 0.02% -28 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,467 $94K <0.01% new 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,449 $93.1K 0.06% +49 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,458 $93K 0.02% -1 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,431 $91.9K <0.01% -46 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,420 $91K <0.01% -51 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,392 $89.4K 0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,300 $83.5K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,241 $83K 0.06% -472 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,261 $81K 0.06% -31 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,250 $80.3K 0.02% +100 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,225 $78.7K <0.01% +939 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,221 $78.4K 0.01% -2,530 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,202 $78.2K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,206 $77.4K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,191 $76.5K 0.02% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,153 $74K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,112 $71.4K <0.01% +877 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,100 $70.6K 0.01% +100 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,072 $68.9K 0.02% +49 13F-HR Timeline OAKWORTH CAPITAL, INC. 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More: the full row for North Star Investment Management Corp. 887 $57K <0.01% +84 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 856 $55K 0.02% -69 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 823 $53K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 812 $52.1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. 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A. More: the full row for WEBSTER BANK, N. A. 694 $44.6K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 684 $43.9K 0.01% +12 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 648 $41.6K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 639 $41K <0.01% -344 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 600 $38.5K <0.01% 0 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 600 $38.5K 0.01% 0 13F-HR Timeline General Partner, Inc. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 372 $23.9K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 365 $23.4K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 360 $23.1K <0.01% +1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 353 $22.7K <0.01% +152 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 342 $22K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 341 $21.9K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 328 $21K <0.01% +317 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 310 $19.8K 0.02% +2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 306 $19.7K <0.01% 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 300 $19.3K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 294 $18.9K <0.01% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 281 $18K <0.01% +40 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 330 $18K <0.01% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 280 $18K <0.01% -293 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 280 $18K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 275 $17.7K 0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 273 $17.5K <0.01% -48 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 268 $17.2K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 255 $16.4K <0.01% -3 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 251 $16.1K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 250 $16.1K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 239 $15.3K <0.01% +38 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 231 $14.8K 0.01% -60 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 212 $13.6K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 209 $13.4K 0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 205 $13.2K <0.01% +103 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 205 $13.2K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 200 $12.8K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 200 $12.8K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. 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