Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,045 $733K 0.06% +546 13F-HR Timeline Group TI-TRUST, INC More: the full row for TI-TRUST, INC 5,040 $732K 0.44% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,039 $732K 0.12% +2,257 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,033 $731K 0.03% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,096 $730K 0.02% +688 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 5,024 $730K 0.02% new 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 5,008 $727K 0.19% -179 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 5,006 $727K 1% +3,021 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,004 $727K 0.06% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,001 $726K 0.55% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,000 $726K 0.01% -700 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 4,997 $726K 0.03% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 4,992 $725K 0.3% -25 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,975 $723K 0.04% -4 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,971 $722K 0.01% 0 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,955 $720K 0.38% -156 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,950 $719K -9 Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,936 $717K 0.02% -50 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,935 $717K 0.05% -76 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,910 $713K 0.05% -240 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 4,907 $713K 0.19% -73 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,907 $713K 0.14% -53 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,897 $711K 0.04% -94 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 4,893 $711K 0.65% +11 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,755 $709K 0.52% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,841 $703K 0.11% -2,006 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,837 $702K 0.24% -16 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,832 $702K 0.12% -255 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,830 $701K 0.24% -284 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 4,819 $700K 0.37% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,819 $700K 0.01% -30 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,774 $693K 0.03% -528 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 4,754 $690K 0.11% 0 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 $687K 0.23% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 4,726 $686K 0.18% -716 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,716 $685K 0.11% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,706 $683K 0.03% +955 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 4,694 $682K 0.16% +877 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,690 $681K 0.09% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,674 $679K 0.29% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,671 $678K 0.02% +27 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,667 $678K 0.01% -1,488 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,643 $674K 0.02% -88,654 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 4,643 $674K 0.21% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 4,642 $674K 0.33% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,641 $674K 0.04% +5 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,639 $674K 0.19% -1,455 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,637 $673K 0.15% +128 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,615 $670K 0.2% +2 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 4,611 $670K 0.16% -62 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,608 $669K 0.09% -23,445 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 4,597 $668K 0.1% +568 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,589 $666K 0.12% -565 13F-HR/A Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,588 $666K 0.29% -293 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,556 $662K 0.01% -56 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,510 $655K 0.07% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,390 $655K 0.02% -311 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,507 $655K 0.01% -911 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,499 $653K 0.05% +111 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,486 $652K 0.01% +531 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,486 $651K 0.07% +229 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,485 $651K 0.35% +14 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,474 $650K 0.1% -4,379 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,462 $648K 0.21% -115 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,461 $648K 0.15% -5 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,458 $647K 0.06% -975 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,458 $647K 0.08% -49 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,453 $647K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,443 $645K 0.02% -230 13F-HR/A Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,433 $644K 0.01% +2,731 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,414 $641K 0.03% -301 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,411 $641K 0.24% -1,819 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,407 $640K 0.03% -26 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,401 $639K 0.29% -50 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,374 $635K 0.21% +326 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 4,372 $635K 0.2% +23 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 4,368 $634K 0.19% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,356 $633K 0.02% +64 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,350 $632K 0.03% -41 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,339 $630K 0.03% +550 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,338 $630K 0.02% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,337 $630K 0.07% +237 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 4,335 $630K 2.31% -811 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,332 $629K 0.08% -867 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 4,330 $629K 0.02% +70 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,320 $627K 0.18% -52 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,311 $626K 0.07% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,294 $624K 0.02% -297 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,293 $623K 0.07% +173 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,286 $622K 0.02% -6,268 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,271 $620K 0.19% +1,123 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,233 $615K 0.04% -574 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,231 $615K 0.09% +1 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,231 $614K 0.33% +386 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,223 $613K 0.02% +139 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,214 $612K 0.09% -1,015 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 4,197 $610K 0.56% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,195 $609K 0.02% -37,148 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,177 $607K 0.02% +939 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,171 $606K 0.01% -1,492 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,152 $603K 0.13% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,153 $603K 0.04% -46 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,145 $602K 0.06% -240 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,131 $600K 0.02% +2,495 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,125 $599K 0.22% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,105 $596K 0.07% +235 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 4,104 $596K 0.48% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,103 $596K <0.01% 0 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,098 $595K 0.27% 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,089 $594K 0.01% +1,191 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,086 $593K 0.14% -308 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,085 $593K 0.09% -30 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 4,084 $593K 0.56% +92 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,041 $593K 0.04% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,076 $592K 0.04% +173 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,064 $590K 0.03% -253 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,057 $589K 0.01% +116 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,056 $589K 0.03% -39 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,899 $586K 0.02% +107 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,033 $586K 0.03% +8 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,030 $585K 0.07% -108 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 4,030 $585K 0.06% +220 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 4,024 $584K 0.35% +60 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,024 $584K 0.02% +11 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 4,017 $583K 0.18% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,011 $583K 0.04% -47 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,007 $582K 0.04% -230 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,000 $581K 0.1% -1,000 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,994 $580K 0.07% +8 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,984 $579K 0.17% -12,743 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 3,974 $577K 0.15% -1 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,939 $573K 0.08% -34 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,927 $570K 0.06% new 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,918 $569K 0.06% -11 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,905 $567K 0.11% -1,142 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 3,900 $566K 0.08% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,900 $566K 0.16% +1 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,894 $566K 0.09% -12 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,892 $565K 0.01% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,888 $565K 0.29% -190 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,846 $564K 0.29% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,873 $562K 0.03% +359 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,860 $561K 0.06% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,858 $560K 0.05% -25 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,833 $557K 0.04% +209 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,828 $556K 0.07% -400 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 3,802 $552K 0.75% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,799 $552K 0.05% +199 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,793 $551K 0.02% +984 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,792 $551K 0.1% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,788 $550K 0.04% +28 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,780 $549K 0.17% -50 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,767 $547K 0.03% +1,429 13F-HR Timeline Group First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,762 $546K 0.29% -450 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,760 $546K 0.32% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,758 $546K 0.03% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,758 $546K 0.09% +131 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,754 $545K 0.07% -114 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 3,706 $538K 0.47% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 3,705 $538K 0.37% +725 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 3,700 $537K 0.1% 0 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 3,700 $537K 0.06% -526 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,686 $535K 0.05% -226 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,682 $535K 0.04% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,681 $535K 0.05% +5 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,657 $531K 0.21% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,654 $531K 0.05% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,638 $528K 0.12% +38 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,636 $528K 0.19% -38 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,632 $528K 0.18% -19 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,632 $527K <0.01% -1,656 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,630 $527K 0.13% +4 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,615 $525K 0.03% +1,505 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,611 $525K 0.2% +14 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,603 $523K 0.16% +198 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,601 $523K 0.03% +50 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,599 $523K 0.12% -9 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,597 $522K 0.15% new 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 3,588 $521K 0.38% +489 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,581 $520K 0.11% -13 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,576 $519K 0.03% -35 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,576 $519K 0.12% +741 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 3,570 $519K 0.35% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,568 $518K 0.01% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,564 $518K 0.31% -40 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,558 $517K 0.06% -45 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,555 $516K 0.02% -138 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,550 $516K 0.28% -100 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 3,540 $514K 0.46% +5 13F-HR Timeline Group Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,536 $514K 0.06% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,535 $513K 0.36% -198 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,535 $513K 0.04% -80 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,523 $512K 0.1% 0 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,510 $510K 0.49% +198 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,490 $507K 0.05% 0 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 3,479 $505K 0.08% new 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 3,470 $504K 0.29% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,459 $502K 0.08% -22 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3,452 $501K 0.19% -30 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,442 $500K 0.03% -395 13F-HR Timeline