Firestone Capital Management More: the full row for Firestone Capital Management 2,839 $366K 0.09% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,836 $366K 0.08% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,835 $366K 0.04% +286 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,835 $366K <0.01% -277 13F-HR Timeline Group SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,833 $366K 0.27% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,434 $364K 0.1% -188 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,811 $363K 0.05% -270 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,631 $360K 0.12% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,785 $360K 0.11% -75 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,782 $359K 0.13% -1,437 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,780 $359K 0.03% +899 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 2,774 $358K 0.17% -176 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 2,767 $357K 0.01% +5 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,765 $357K 0.03% +35 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 2,762 $357K 0.15% +5 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,753 $355K 0.07% -25 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,751 $355K 0.08% +255 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 2,744 $354K 0.24% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,735 $353K 0.14% -156 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,733 $353K 0.01% new 13F-HR Timeline Group Clarity Financial LLC More: the full row for Clarity Financial LLC 2,730 $352K 0.04% -388 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,713 $352K 0.14% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,726 $352K 0.02% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,725 $352K 0.2% -8 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,721 $351K 0.1% -259 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,712 $350K 0.06% +196 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,705 $349K 0.35% 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,700 $349K 0.05% +6 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 2,702 $349K 0.22% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,701 $349K 0.09% +5 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,698 $348K 0.06% +500 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 2,697 $348K 0.04% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,689 $347K 0.11% -27 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,687 $347K 0.03% -6 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,682 $346K 0.28% -445 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,677 $346K 0.1% +43 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,677 $346K 0.06% -7 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,665 $344K 0.1% 0 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 2,664 $344K 0.18% +139 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,660 $343K 0.11% +13 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,659 $343K 0.01% +146 13F-HR/A Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,651 $342K 0.1% -7,832 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,650 $342K <0.01% -180,949 13F-HR Timeline Group MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,652 $342K 0.03% new 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 2,649 $342K 0.08% -500 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,641 $341K 0.21% -478 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,630 $340K 0.08% -383 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,626 $339K 0.04% +780 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,615 $338K 0.03% -430 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,506 $337K 0.06% -737 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,611 $337K 0.1% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,610 $337K 0.01% -190 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,603 $336K 0.17% -727 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,598 $335K 0.14% +478 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,597 $335K 0.04% +1,116 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,595 $335K 0.01% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,593 $335K 0.03% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,593 $335K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,592 $335K 0.03% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,592 $335K 0.16% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 2,585 $334K 0.11% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,584 $334K 0.04% -694 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,580 $333K 0.02% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,562 $331K 0.06% -230 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,561 $331K 0.09% -417 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,550 $329K 0.07% -61 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,550 $329K 0.13% 0 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 2,542 $328K 0.28% -1 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,541 $328K 0.06% -68 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,550 $327K 0.01% 13F-HR Timeline Group James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 2,534 $327K 0.34% 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,534 $327K 0.22% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,529 $326K 0.35% +12 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,527 $326K 0.22% 0 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 2,510 $324K 0.06% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,500 $323K 0.12% 0 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 2,500 $323K 0.05% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,496 $322K 0.01% -205 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,494 $322K 0.02% -238 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 2,491 $322K 0.11% -150 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,489 $321K 0.04% -172 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,473 $319K 0.01% -5,088 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 2,473 $319K 0.08% -171 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,471 $319K 0.09% -30 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,467 $318K 0.06% -266 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,457 $317K 0.07% +367 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,453 $317K 0.06% +267 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,452 $317K 0.16% +6 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,441 $315K 0.03% +766 13F-HR Timeline Campbell Wealth Management More: the full row for Campbell Wealth Management 2,438 $315K 0.03% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,431 $314K 0.25% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,122 $314K 0.08% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,429 $314K 0.03% +861 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 2,427 $313K 0.03% -199 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,413 $312K <0.01% +13 13F-HR/A Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 2,399 $310K 0.15% +22 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,400 $310K 0.15% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,400 $310K 0.05% -4 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,398 $310K 0.03% -98 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,396 $309K 0.04% -167 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,389 $308K 0.19% 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,388 $308K 0.04% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,379 $307K 0.02% -20,312 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,373 $307K 0.03% -27 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 2,377 $307K 0.09% +10 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,372 $306K 0.03% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,367 $305K 0.03% +13 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,362 $305K 0.11% -5,594 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,361 $305K 0.06% +533 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,345 $304K 0.09% +156 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 2,351 $303K 0.06% -102 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,349 $303K 0.03% +13 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 2,347 $303K 0.04% -140 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,339 $302K 0.02% +27 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,329 $301K 0.01% -163 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,325 $300K 0.09% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,323 $300K 0.04% +106 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,320 $299K 0.09% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,314 $299K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,310 $298K 0.02% +191 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,305 $297K 0.11% +11 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,302 $297K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,301 $297K 0.07% +10 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 2,300 $297K 0.05% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,300 $297K 0.02% -337 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,299 $297K 0.21% +150 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,295 $296K 0.08% +1 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 2,195 $295K 0.03% 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,287 $295K 0.23% -56 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,286 $295K 0.19% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,282 $295K 0.14% -371 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,284 $295K 0.02% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,281 $294K 0.02% +1 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,278 $294K 0.17% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,273 $293K 0.09% -337 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 2,269 $293K 0.72% 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,261 $292K 0.24% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,258 $291K 0.11% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,248 $290K 0.02% -126 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,246 $290K 0.02% -191 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,236 $289K 0.06% -54 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 2,234 $288K 0.09% +244 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,230 $288K 0.01% -200 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,229 $288K <0.01% +535 13F-HR Timeline Group First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,230 $288K 0.03% +40 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 2,220 $287K 0.19% +12 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,218 $286K 0.02% -86 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,215 $286K <0.01% 0 13F-HR Timeline Group O'Dell Group, LLC More: the full row for O'Dell Group, LLC 2,215 $286K 0.06% -191 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,209 $285K 0.03% -506 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 2,200 $284K 0.13% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,200 $284K 0.04% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,190 $283K 0.02% +638 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,190 $283K 0.02% +634 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,861 $282K 0.04% -65 13F-HR Timeline MOTCO More: the full row for MOTCO 2,184 $282K 0.03% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,062 $282K 0.12% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,182 $282K 0.01% -322 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,177 $281K 0.02% -2,588 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,175 $281K 0.07% 0 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,159 $279K 0.19% -2,158 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,152 $278K 0.09% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,151 $278K 0.03% +31 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,146 $277K 0.03% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,145 $277K 0.08% -3 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 2,145 $277K 0.24% +1 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,132 $275K 0.06% -24 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,128 $275K 0.07% -154 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,127 $275K 0.1% 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,122 $274K 0.14% -140 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,122 $274K 0.01% -60,955 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,120 $274K 0.1% +500 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,114 $273K 0.06% -77 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,112 $273K 0.04% -230 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,109 $272K 0.01% -900 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. AMG National Trust Bank More: the full row for AMG National Trust Bank 2,109 $272K 0.01% -867 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,105 $272K 0.2% 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,105 $272K 0.04% -1,125 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 2,101 $271K 0.11% 0 13F-HR/A Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,101 $271K 0.05% -499 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,100 $271K 0.15% -250 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,096 $271K 0.02% -39 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,095 $270K 0.19% +8 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,092 $270K 0.19% -151 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,094 $270K 0.02% -692 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 2,085 $269K 0.07% -145 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,084 $269K 0.06% +204 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 2,080 $269K 0.08% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,079 $268K 0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,079 $268K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,069 $267K 0.02% +6 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,060 $266K 0.01% +101 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,060 $266K 0.08% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,001 $266K 0.05% +1 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,057 $266K 0.09% +229 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,054 $265K 0.04% +429 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,053 $265K 0.08% -203 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 2,045 $264K 0.11% +45 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,043 $264K 0.06% -132 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,043 $264K 0.02% +72 13F-HR Timeline