First Western Trust Bank More: the full row for First Western Trust Bank 5,197 $806K 0.04% 0 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 5,187 $805K 0.2% -24 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,186 $805K 0.06% -103 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,180 $804K 0.51% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,176 $803K 0.06% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,167 $802K 0.02% -1,150 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,143 $798K -145 Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,140 $798K 0.03% +42 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,138 $797K 0.06% +109 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,130 $796K 0.05% +325 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 5,125 $795K 0.15% +601 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,119 $794K 0.14% +2 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,105 $792K 0.07% -80 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,105 $792K 0.33% +1 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,102 $792K 0.05% -579 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,091 $790K 0.01% -142 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,087 $789K 0.02% -2,694 13F-HR/A Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 5,077 $788K 0.21% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 5,067 $786K 0.33% -260 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,059 $785K 0.15% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 5,051 $784K 0.05% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,040 $782K 0.49% -5 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,041 $782K 0.14% +2,109 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,022 $779K 0.04% +96 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 5,000 $776K 0.13% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,989 $774K 0.14% +1,035 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 4,977 $772K 0.21% +12 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,971 $771K 0.02% +3 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,970 $771K 0.6% +52 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 4,957 $769K 0.62% +802 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,610 $769K 0.08% +4,510 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,946 $768K <0.01% +1,294 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,946 $767K 0.34% -320 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,942 $767K 0.19% -563 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,902 $761K 0.1% +28 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,898 $760K 0.06% 0 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 4,897 $760K 0.47% +1,283 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,864 $755K 0.04% +726 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,834 $750K 0.07% -71 13F-HR Timeline Group Range Financial Group LLC More: the full row for Range Financial Group LLC 4,828 $749K 0.27% -99 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,819 $748K 0.02% +6 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,846 $747K 0.05% +2,469 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,800 $745K 0.11% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,797 $744K 0.02% +1,171 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,755 $738K 0.22% +4 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,750 $737K 0.08% +7 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 4,742 $736K 0.22% -48 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,728 $734K 0.26% -60 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,716 $732K 0.12% +850 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,715 $732K 0.03% -1,903 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 4,693 $728K 0.23% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,686 $727K 0.12% +48 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,674 $725K 0.31% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 4,670 $725K 0.18% +65 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,658 $723K 0.27% -186 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,655 $722K 0.22% +1,548 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,648 $721K 0.02% +340 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 4,644 $721K 0.37% -81 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,639 $720K 0.04% +1,572 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,611 $716K 0.01% -1,200 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,610 $715K 0.03% -783 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,608 $715K 0.03% -2,365 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,604 $714K 0.27% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,592 $713K 0.29% +19 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,579 $711K 0.12% +2 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,565 $708K 0.34% -6 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,541 $705K 0.03% -60 13F-HR Timeline City State Bank More: the full row for City State Bank 4,528 $703K 0.2% -45 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 4,525 $702K 0.13% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,517 $701K 0.02% +62 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,515 $701K 0.07% -105 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 4,466 $693K 0.17% +5 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,460 $692K 0.36% +175 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,453 $691K 0.16% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,436 $688K 0.01% +93 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,434 $688K 0.07% -56 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,431 $688K 0.05% -225 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,418 $686K 0.18% +569 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,406 $684K 0.06% -148 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,405 $684K 0.17% -3,797 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,400 $683K 0.05% -146 13F-HR/A Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,395 $682K 0.07% +835 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,394 $682K 0.15% 0 13F-HR/A Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,375 $679K 0.04% -80 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 4,367 $678K 0.21% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,021 $677K 0.04% -17 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,360 $677K 0.12% -5,553 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,348 $675K 0.05% +1,102 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,342 $674K 0.02% +937 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 4,305 $668K 0.27% -110 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,296 $667K 0.09% +17 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,286 $665K 0.05% +1 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,283 $665K 0.02% +2,383 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 4,270 $663K 0.25% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,264 $662K 0.02% +540 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,264 $662K 0.08% +77 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 4,260 $661K 0.02% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,251 $660K 0.04% -225 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,253 $660K 0.04% -321 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,238 $658K 0.08% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,234 $657K 0.01% -7,025 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,229 $656K 0.01% +100 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,212 $654K 0.35% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,203 $652K 0.22% -16 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,277 $651K 0.1% -510 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,205 $651K 0.04% -2,027 13F-HR/A Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 4,189 $650K 0.26% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,162 $646K 0.12% -3,976 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,150 $644K <0.01% -7,900 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,144 $643K 0.28% -15 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,135 $642K 0.04% +20 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,133 $641K 0.01% -2 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,125 $640K 0.23% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,123 $640K 0.01% -240 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 4,104 $637K 0.53% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,100 $636K 0.07% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,095 $635K 0.01% +29 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,089 $635K <0.01% +19 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,078 $633K 0.44% 0 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 4,075 $632K 0.18% -1,064 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,075 $632K 0.02% -6,604 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,062 $630K 0.09% -578 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,056 $629K 0.22% -75 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,047 $628K 0.03% -776 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 4,035 $626K 0.06% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,021 $624K 0.02% -265 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,020 $624K 0.02% -37,602 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,016 $623K 0.08% +128 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,011 $622K 0.02% -404 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,997 $620K 0.07% +2 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,973 $616K 0.02% +99 13F-HR Timeline Group Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 3,964 $615K 0.39% +110 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,926 $609K 0.09% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,919 $608K 0.02% -125 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,916 $608K 0.07% -833 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,910 $607K 0.17% +301 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,909 $607K 0.02% -542 13F-HR Timeline Group OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,905 $606K 0.11% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,903 $606K 0.07% -58 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 3,900 $605K 0.08% +200 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 3,900 $605K 0.06% new 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,897 $605K 0.17% +1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,883 $603K 0.06% -32 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,874 $601K 0.03% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,861 $599K 0.42% -8 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,557 $599K 0.2% -7 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,846 $597K 0.33% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,829 $594K 0.19% +2 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,820 $593K 0.06% +169 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 3,817 $592K 0.14% +1,664 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,794 $590K 0.08% 0 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 3,802 $590K 0.9% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,800 $590K 0.45% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,792 $588K 0.08% +377 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,792 $588K 0.05% +2,441 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,775 $586K 0.21% +2 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,760 $583K 0.33% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,742 $581K 0.05% -411 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,734 $580K 0.21% +16 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 3,706 $575K 0.45% 0 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 3,700 $574K 0.11% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,695 $573K 0.03% 0 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,685 $572K 0.02% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,685 $572K 0.02% +44 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,675 $570K 0.05% -177 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,667 $569K 0.02% -53 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,664 $569K 0.04% -33,068 13F-HR/A Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,660 $568K 0.05% -7 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,650 $566K 0.17% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,649 $566K 0.32% -650 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,632 $564K 0.34% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,615 $561K 0.5% 0 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,615 $561K 0.05% -625 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,611 $560K 0.03% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,615 $560K 0.05% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,605 $559K 0.06% -5 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,602 $559K 0.13% +1,801 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,600 $559K 0.13% +570 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,600 $559K 0.05% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,599 $558K 0.1% -1 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,577 $555K 0.01% +954 13F-HR/A Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,601 $555K 0.03% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,572 $554K 0.2% -19 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 3,570 $554K 0.44% -34 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,568 $554K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,567 $554K 0.12% +1 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,552 $551K 0.04% -23 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,551 $551K 0.03% -125 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,539 $549K 0.1% -587 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,536 $549K 0.07% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,531 $548K 0.14% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,523 $547K 0.11% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,519 $546K 0.03% +1,204 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,508 $544K 0.03% +7 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,508 $544K 0.01% +245 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,505 $544K 0.34% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,500 $543K 0.01% +109 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,496 $542K 0.05% -134 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,268 $542K 0.09% -614 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,494 $542K 0.16% +1 13F-HR Timeline