Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,329 $521K 0.05% +1,257 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,328 $521K 0.02% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,287 $517K 0.32% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 6,229 $513K 0.13% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,226 $512K 0.02% +505 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,218 $512K 0.05% -124 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,204 $511K 0.31% -43 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,180 $509K 0.02% +1,907 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,166 $508K 0.17% -76 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,155 $507K 0.01% +100 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,046 $498K 0.01% -4,595 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,039 $497K <0.01% +51 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,017 $495K <0.01% +184 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 6,010 $495K 0.15% -175 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,007 $494K 0.22% +3,061 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,000 $494K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,950 $490K 0.04% +416 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,953 $490K 0.01% -789 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,903 $486K 0.01% +941 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,871 $483K 0.02% +309 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,850 $482K 0.01% new 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 5,880 $479K 0.01% new 13F-HR Timeline Group ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,719 $471K 0.1% +6 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 5,710 $470K 0.02% +800 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,638 $464K <0.01% -474 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,568 $458K 0.01% -48 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,558 $458K 0.04% +245 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,504 $453K 0.01% +530 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 5,481 $451K 0.06% -111 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 5,463 $450K 0.2% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 5,413 $446K 0.14% +10 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,349 $441K 0.01% -4,916 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 5,330 $439K 0.28% -110 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,271 $434K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,271 $433K 0.04% +5,266 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,244 $432K 0.01% -3 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,227 $430K 0.02% -806 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,160 $425K 0.02% +27 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,116 $421K 0.03% +87 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,105 $420K 0.05% -2 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 5,100 $420K 0.14% -7,585 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,090 $419K 0.02% +870 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,070 $417K 0.02% -52 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,046 $417K 0.19% +6 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,052 $416K <0.01% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 5,017 $413K 0.11% +137 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,012 $413K <0.01% -583 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,013 $413K 0.05% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,004 $412K 0.05% +4 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 5,000 $412K 0.21% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,971 $409K 0.19% -1,983 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,943 $406K 0.01% +784 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,922 $405K 0.02% -2,730 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,878 $402K 0.03% +196 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,347 $399K 0.03% +4 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,830 $398K 0.03% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,824 $397K 0.12% +21 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,810 $396K 0.01% new 13F-HR/A Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,802 $395K 0.04% +163 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 4,800 $395K 0.08% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,800 $395K 0.32% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 4,710 $388K 0.04% -800 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 4,659 $383K 0.01% -120 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,648 $383K 0.09% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,643 $382K 0.14% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,630 $381K 0.11% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,569 $376K 0.08% +842 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,569 $376K 0.01% +439 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,548 $374K <0.01% -14,589 13F-HR/A Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 4,482 $369K 0.08% +135 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,470 $368K 0.04% +747 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 4,459 $367K 0.02% +507 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,450 $366K 0.04% -288 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,445 $366K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,430 $365K 0.09% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 4,400 $362K 0.21% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,734 $360K 0.02% +329 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 4,343 $357K 0.13% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,278 $352K +170 Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,263 $351K 0.04% +348 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,234 $349K 0.01% +71 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,227 $348K <0.01% -140 13F-HR Timeline Group Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,580 $347K 0.07% +7 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,204 $346K 0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,194 $345K 0.01% +2 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,168 $343K 0.01% +933 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,225 $342K 0.08% new 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 4,136 $340K 0.05% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 4,090 $337K 0.12% -50 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 4,100 $337K 0.25% new 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 4,120 $336K 0.05% +52 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,073 $335K 0.01% +3,910 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,528 $335K <0.01% +2,051 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,066 $335K 0.16% -475 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,454 $334K <0.01% -15 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,025 $331K 0.01% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,010 $330K 0.06% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,946 $325K 0.04% new 13F-HR/A Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 3,945 $325K 0.07% +95 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,894 $320K 0.01% -412 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,892 $320K 0.01% -3,428 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 3,879 $319K 0.01% -285 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,863 $318K 0.02% -24 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,862 $318K 0.03% +228 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,786 $312K 0.02% +20 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,072 $307K 0.19% -91 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,718 $306K 0.06% +319 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,716 $306K 0.09% -400 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,657 $301K 0.01% +1,663 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,645 $300K 0.01% -24,238 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,607 $297K 0.01% +25 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,601 $296K 0.02% +1,541 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,621 $296K 0.01% +173 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,542 $292K 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,887 $291K 0.01% +1,122 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,506 $289K 0.07% +167 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,426 $282K 0.27% -200 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,400 $280K 0.08% -100 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3,400 $280K 0.13% new 13F-HR Timeline Group RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,398 $280K 0.09% new 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 3,386 $279K 0.04% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,342 $275K 0.01% +6 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,335 $275K 0.01% new 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 3,338 $275K 0.48% -228 13F-HR/A Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,331 $274K 0.23% +191 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,319 $273K 0.03% -312 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,318 $273K 0.02% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,285 $270K 0.02% -1,665 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,282 $270K 0.01% -562 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,263 $269K 0.12% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,246 $267K 0.04% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,241 $267K 0.08% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,237 $266K 0.05% +247 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,200 $263K <0.01% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,180 $262K 0.04% -215 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,168 $261K 0.15% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,159 $260K 0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,156 $260K 0.02% +382 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,150 $259K 0.07% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,141 $259K 0.01% +432 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,118 $257K 0.01% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,110 $256K 0.14% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,091 $254K 0.01% +24 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,080 $254K 0.07% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,077 $253K 0.01% new 13F-HR/A Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,071 $253K 0.09% +9 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,064 $252K 0.02% +228 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,025 $249K 0.05% +68 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 3,010 $248K <0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,004 $247K 0.01% -25 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,000 $247K 0.12% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,996 $247K 0.16% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,995 $247K 0.03% +203 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,959 $244K 0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,952 $243K <0.01% 0 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,950 $243K 0.06% -6 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,929 $241K <0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,908 $239K <0.01% +266 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,907 $239K 0.1% +1 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,903 $239K 0.01% -1,290 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,899 $239K <0.01% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,894 $238K 0.02% -1,227 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,887 $238K 0.05% +2,871 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,883 $237K 0.06% +2,256 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,159 $235K 0.01% -89 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,860 $235K 0.09% -4,315 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,860 $235K 0.02% -93 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,846 $234K <0.01% +10 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,841 $234K 0.02% -275 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,826 $233K 0.15% -113 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,826 $233K 0.02% -538 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,810 $231K 0.02% -1,829 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,000 $230K 0.08% 0 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 2,769 $227K 0.12% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,757 $227K 0.01% +7 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,752 $227K 0.01% +54 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,740 $226K 0.01% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,737 $225K 0.01% +8 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,718 $224K 0.04% +812 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,700 $222K 0.06% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,684 $221K 0.01% +324 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,676 $220K 0.01% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,670 $220K 0.08% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,950 $220K 0.03% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,636 $217K 0.03% -128 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,635 $217K 0.02% -208 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,619 $216K 0.08% new 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 2,619 $216K 0.14% new 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,614 $215K 0.02% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,600 $214K 0.05% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,582 $213K 0.01% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,576 $212K 0.06% -219 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,571 $212K <0.01% -97 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,568 $211K <0.01% -285 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,552 $210K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,549 $210K 0.04% new 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,529 $208K 0.03% new 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 2,515 $207K 0.06% -180 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,510 $207K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,500 $206K 0.1% new 13F-HR Timeline