MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 6,960 $416K 0.03% -90 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,959 $416K 0.05% 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 6,949 $415K 0.04% -528 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,934 $414K 0.08% +435 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 6,926 $414K 0.15% 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 6,920 $413K 0.04% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,910 $413K 0.02% -1,621 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,885 $411K 0.01% -935 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,881 $411K 0.02% +82 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,837 $408K 0.09% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,826 $408K 0.28% -290 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,817 $407K 0.04% -228 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,773 $405K 0.12% -135 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,755 $404K 0.03% -13,555 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,702 $403K 0.12% -273 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 6,765 $403K 0.24% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 6,732 $402K 0.03% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. 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More: the full row for Community Bank, N.A. 6,621 $395K 0.05% -500 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,607 $395K 0.01% -445 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 6,555 $395K 0.16% -429 13F-HR/A Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 6,594 $394K 0.14% +206 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,552 $391K 0.03% -866 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,543 $391K 0.06% -1,528 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 6,541 $391K 0.08% 0 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 6,524 $390K 0.06% -103 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,505 $389K 0.18% +219 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 6,485 $387K 0.18% 0 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 6,470 $386K 0.38% 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,466 $386K 0.15% +47 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,443 $385K 0.01% +972 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,430 $384K 0.06% +638 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 6,406 $383K 0.37% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,389 $382K 0.01% -34 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,377 $381K 0.16% -62 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,378 $381K 0.19% -35 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,375 $381K 0.1% +67 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,373 $381K 0.14% -77 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,371 $381K 0.03% -185 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 6,367 $380K 0.08% -368 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 6,359 $380K 0.35% +50 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,354 $380K 0.19% +998 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,331 $378K 0.01% -1,116 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 6,309 $377K 0.21% -2,000 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 6,293 $376K 0.37% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,260 $374K 0.03% -1,656 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 6,259 $374K 0.08% +6,085 13F-HR/A Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 6,225 $372K 0.06% -918 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 6,102 $371K 0.04% +1,341 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 6,213 $371K 0.24% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 6,184 $369K 0.05% -150 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,178 $369K 0.01% -2,197 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 6,156 $368K 0.17% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,093 $367K 0.01% new 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 6,132 $366K 0.19% -1,835 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 6,130 $366K 0.1% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 6,115 $365K 0.07% -1,578 13F-HR Timeline Lakeshore Financial Planning, Inc. 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More: the full row for Wealth Group, Ltd. 5,952 $356K 0.23% +1,334 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,949 $355K 0.09% -174 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clark Capital Management Group, Inc. 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Ltd, Zurich 5,249 $346K <0.01% +362 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,785 $346K 0.06% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5,781 $345K 0.17% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,774 $345K 0.02% -3,124 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,732 $342K 0.51% 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,725 $342K 0.03% -232 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,721 $342K 0.02% +946 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,714 $342K 0.1% -189 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,718 $342K 0.02% -3,917 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,716 $341K 0.03% -1,353 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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More: the full row for Carson Advisory Inc. 5,689 $340K 0.24% +601 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,660 $338K 0.07% -1,384 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,647 $337K 0.02% +21 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,646 $337K 0.03% -347 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,640 $337K 0.02% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,634 $337K 0.01% new 13F-HR/A Timeline SBI Securities Co., Ltd. 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More: the full row for SMITH, MOORE & CO. 5,584 $334K 0.03% -531 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 5,575 $333K 0.11% -385 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,570 $333K 0.02% -168 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 5,567 $333K 0.49% 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 5,556 $332K 0.03% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,550 $332K 0.13% -336 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,524 $330K 0.03% -12,159 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,490 $328K 0.02% +64 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 5,478 $327K 0.01% -862 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,470 $327K 0.04% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,438 $325K 0.09% +7 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,422 $324K 0.08% +18 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,421 $324K 0.02% -1,597 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,417 $324K 0.01% +619 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,415 $323K 0.15% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 5,381 $321K 0.11% +1,070 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 5,379 $321K <0.01% 0 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 5,360 $320K 0.03% +258 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,353 $320K 0.15% -1,250 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,353 $320K <0.01% -2,061 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,351 $320K 0.01% +1,267 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,333 $319K 0.07% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,330 $318K 0.02% -30 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,329 $318K 0.06% -364 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,329 $318K 0.07% -2,205 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,666 $318K 0.05% +914 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 5,328 $318K 0.07% -556 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 5,325 $318K 0.02% -2,517 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,312 $318K 0.06% new 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,316 $318K 0.26% +5 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,315 $317K 0.03% +651 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 5,281 $315K 0.14% +1,028 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 5,274 $315K 0.02% +6 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,240 $313K 0.11% -14 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 5,234 $313K 0.14% new 13F-HR Timeline General Partner, Inc. 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More: the full row for PMG Wealth Management, Inc. 5,152 $308K 0.28% 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 5,138 $307K 0.1% -358 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,135 $307K 0.02% +1,896 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,123 $306K 0.04% -261 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5,114 $305K 0.03% -152 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,110 $305K 0.07% +36 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,108 $305K <0.01% +1,021 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,102 $305K 0.03% +867 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,094 $304K 0.01% +12 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,089 $304K 0.03% +910 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,054 $302K 0.01% -64 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 5,050 $302K 0.01% -2,283 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 5,050 $302K 0.23% -45 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 5,035 $301K 0.32% 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 5,034 $301K 0.13% -205 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,034 $301K 0.18% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,030 $300K 0.01% -485 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,976 $299K 0.05% -1,000 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 5,000 $299K 0.01% -18,978 13F-HR Timeline Group Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,000 $299K 0.14% 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 4,982 $298K 0.19% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,970 $297K 0.08% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,967 $297K 0.02% -408 13F-HR Timeline Group MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 4,963 $296K 0.06% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,946 $295K 0.09% -229 13F-HR Timeline Fulton Bank, N.A. 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KOHN & COMPANY 4,856 $290K 0.08% -33 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,850 $290K 0.03% -5,565 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,840 $289K 0.02% -450 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,835 $289K 0.02% +57 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,828 $288K 0.14% +113 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,817 $288K 0.3% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,081 $287K 0.06% -128 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,794 $286K 0.18% -332 13F-HR Timeline