Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 984 $561K 0.12% 0 13F-HR Timeline Group BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 982 $560K 0.41% -4 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 980 $559K 0.03% -650 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 980 $559K 0.02% +14 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 977 $557K 0.3% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 975 $556K 0.04% -100 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 972 $554K 0.02% +2 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 971 $553K 0.02% -228 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 969 $552K 0.04% +32 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 962 $548K 0.41% new 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 960 $547K 0.43% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 959 $547K 0.11% -121 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 955 $545K 0.02% +177 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 954 $544K 0.05% -39 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 953 $543K 0.23% +26 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 952 $543K 0.04% -2 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 947 $540K 0.05% -1 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 945 $539K 0.11% -11,016 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 940 $536K 0.09% +270 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 936 $533K 0.04% -100 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 931 $531K 0.02% +18 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 930 $530K 0.07% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 929 $529K 0.08% -19 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 928 $529K 0.01% 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 923 $526K <0.01% -319 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 921 $525K 0.03% +80 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 919 $524K 0.11% +8 13F-HR/A Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 920 $524K 0.05% -84 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 917 $523K 0.18% -49 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 916 $522K 0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 910 $519K 0.1% +50 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 908 $517K 0.11% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 900 $513K 0.27% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 900 $513K 0.02% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 898 $512K 0.21% +19 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 896 $511K 0.3% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 888 $506K 0.01% +39 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 881 $502K 0.11% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 879 $501K 0.02% -5,597 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 877 $500K 0.03% +332 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 871 $496K 0.02% 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 867 $494K 0.02% +14 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 865 $493K +11 Timeline DAVIS R M INC More: the full row for DAVIS R M INC 865 $493K 0.01% -1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 862 $491K 0.01% +21 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 859 $490K 0.13% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 858 $489K 0.03% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 856 $488K 0.26% -34 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 856 $488K 0.46% 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 854 $487K 0.2% 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 851 $485K 0.06% -155 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 850 $484K 0.36% 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 847 $483K 0.17% +200 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 847 $483K 0.28% -142 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 845 $481K 0.19% -48 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 839 $478K 0.02% -82 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 838 $478K 0.22% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 835 $476K 0.05% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 833 $475K <0.01% -972 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 832 $474K 0.02% -300 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 830 $473K 0.04% -31 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 828 $472K 0.03% +31 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 824 $470K 0.12% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 822 $468K 0.15% +56 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 820 $467K 0.06% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 787 $466K 0.2% +241 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 818 $466K 0.04% +20 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 818 $466K 0.02% -803 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 818 $466K 0.23% -57 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 816 $465K 0.01% -104 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 816 $465K 0.12% +3 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 815 $464K 0.15% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 807 $460K 0.03% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 807 $460K 0.03% +17 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 790 $460K 0.05% -111 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 801 $457K 0.07% +100 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 801 $457K 0.03% +24 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 800 $456K 0.02% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 800 $456K 0.09% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 798 $455K 0.17% -77 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 797 $454K 0.07% +8 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 792 $452K 0.01% +25 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 786 $449K 0.02% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 787 $448K 0.04% +9 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 749 $446K 0.49% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 781 $445K 0.02% +340 13F-HR/A Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 777 $443K 0.18% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 768 $439K 0.01% +141 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 770 $439K 0.06% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 769 $438K 0.23% -72 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 768 $437K 0.31% -114 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 716 $437K 0.18% -10 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 764 $435K 0.08% 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 763 $435K 0.09% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 760 $433K 0.14% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 758 $432K 0.16% +736 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 756 $431K 0.03% -308 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 755 $430K 0.14% -734 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 744 $430K 0.02% +52 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 754 $430K 0.02% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 711 $429K 0.27% +63 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 752 $429K 0.01% +95 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 743 $423K 0.2% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 719 $419K 0.08% +232 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 728 $415K 0.27% +4 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 728 $412K 0.09% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 723 $412K 0.13% +42 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 721 $411K 0.02% -148 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 717 $409K 0.1% -239 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 718 $409K 0.05% -11 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 718 $409K 0.1% -567 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 717 $409K 0.19% +46 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 715 $408K 0.04% -4 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 715 $407K 0.15% -3 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 712 $406K 0.07% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 710 $405K <0.01% -408 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 709 $404K 0.04% -32 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 708 $403K 0.08% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 707 $403K <0.01% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 707 $403K <0.01% -14 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 707 $403K 0.31% -2,080 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 706 $402K 0.06% +62 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 704 $401K <0.01% -143 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 704 $401K 0.03% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 687 $401K 0.16% 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 701 $400K 0.06% -111 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 700 $399K 0.04% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 693 $396K 0.01% -1,252 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 693 $395K 0.03% +95 13F-HR Timeline BANK OZK More: the full row for BANK OZK 693 $395K 0.16% -3,662 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 693 $395K 0.04% +220 13F-HR Timeline Quarry LP More: the full row for Quarry LP 692 $394K 0.08% +69 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 689 $393K 0.03% -251 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 689 $393K 0.09% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 686 $391K 0.03% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 685 $390K 0.01% +151 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 678 $387K 0.05% +31 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 678 $387K 0.02% -41 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 678 $386K 0.06% +180 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 675 $385K 0.17% 13F-HR Timeline Buckingham Capital Management, Inc. More: the full row for Buckingham Capital Management, Inc. 674 $384K 0.04% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 673 $384K 0.19% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 673 $383K 0.1% +53 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 670 $382K 0.05% -9 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 667 $380K 0.02% +38 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 666 $380K 0.02% +89 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 664 $378K 0.12% +107 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 662 $377K 0.06% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 662 $377K 0.17% +5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 659 $376K 0.02% +4 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 656 $374K 0.05% -56 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 651 $371K 0.33% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 647 $369K 0.12% -2,757 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 647 $369K 0.02% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 645 $368K 0.03% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 645 $368K 0.16% +20 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 644 $367K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 642 $366K 0.03% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 642 $366K 0.02% -53 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 641 $365K 0.25% -54 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 640 $365K 0.03% -406 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 640 $365K 0.01% 0 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 640 $365K 0.09% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 639 $364K 0.03% +25 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 639 $364K 0.34% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 637 $363K 0.23% -7 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 636 $362K 0.02% new 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 635 $362K 0.19% +1 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 633 $361K 0.05% 0 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 633 $361K 0.18% -9 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 632 $360K 0.04% -71 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 632 $360K 0.01% +22 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 632 $360K 0.31% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 632 $360K 0.15% 0 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 628 $358K 0.13% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 628 $358K 0.05% -25 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 627 $357K 0.34% +21 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 626 $357K 0.09% -5 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 625 $356K 0.04% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 620 $353K 0.1% -2 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 615 $350K 0.03% -38 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 611 $348K 0.11% -1,167 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 611 $348K 0.03% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 607 $346K 0.03% -11 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 581 $346K 0.16% 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 604 $344K 0.01% -2 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 603 $344K +93 Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 602 $343K 0.07% -98 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 602 $343K 0.03% -35 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 600 $342K 0.15% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 600 $342K 0.27% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 600 $342K 0.44% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 600 $342K 0.3% 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 598 $341K 0.06% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 597 $340K 0.11% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 591 $337K 0.05% -227 13F-HR/A Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 591 $337K 0.02% +40 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 586 $334K 0.16% 0 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 583 $332K 0.36% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 577 $329K 0.03% -9 13F-HR Timeline Group