Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,339 $341K 0.03% +44 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,338 $341K 0.01% -96,051 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,332 $340K 0.04% +200 13F-HR/A Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,330 $339K 0.02% -230 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,355 $339K 0.03% new 13F-HR/A Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,328 $339K 0.07% -173 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,327 $339K 0.16% -94 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,350 $339K 0.01% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,311 $337K 0.01% +574 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,310 $337K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,309 $336K 0.11% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,302 $335K 0.19% +100 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,300 $335K 0.29% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,299 $335K 0.12% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,294 $334K 0.1% -40 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,706 $334K 0.06% -57 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 2,292 $334K <0.01% -12,969 13F-HR Timeline Group Fractal Investments LLC More: the full row for Fractal Investments LLC 2,291 $334K 0.05% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,276 $332K 0.03% +13 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 2,274 $331K 0.2% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,260 $329K 0.04% +2 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,229 $326K 0.02% -100 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 2,229 $325K 0.08% -660 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,225 $324K 0.03% -15 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,223 $324K 0.07% -432 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,222 $324K 0.07% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,218 $323K 0.04% -10 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,215 $323K 0.07% +5 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,215 $323K 0.03% +147 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,215 $323K 0.02% +92 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,211 $322K 0.07% +1,129 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,203 $321K 0.22% +2,200 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,200 $321K 0.03% -454 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,200 $321K 0.08% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,193 $319K 0.02% -90 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,191 $319K 0.04% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,189 $319K 0.02% -320 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,169 $316K 0.03% +3 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,166 $316K 0.12% +278 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,163 $315K 0.03% +56 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 2,154 $315K <0.01% -427 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,162 $315K 0.16% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,159 $315K -179 Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,156 $314K 0.04% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,154 $314K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,153 $314K <0.01% +77 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,149 $313K 0.04% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,149 $313K 0.16% +209 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,148 $313K 0.02% -96 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,145 $313K 0.04% +2 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,145 $313K 0.02% -8,126 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,137 $311K 0.09% +216 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,135 $311K 0.01% -90 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,133 $311K 0.05% +215 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 2,132 $311K 0.13% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,129 $310K 0.02% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,118 $309K 0.04% new 13F-HR/A Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,116 $308K 0.03% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,104 $307K 0.01% -20 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,098 $306K 0.09% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,092 $305K 0.01% -79 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,183 $305K 0.21% -23 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,086 $304K 0.11% +55 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,081 $303K 0.02% -33 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,081 $303K 0.01% -269 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,077 $303K 0.04% +404 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,077 $303K 0.09% -59 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,076 $302K 0.05% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,070 $302K 0.09% +221 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,067 $301K 0.01% +8 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,061 $300K 0.02% +5 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,049 $299K 0.02% +132 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,041 $297K 0.3% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,040 $297K 0.03% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,030 $296K 0.01% -2,120 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,027 $295K 0.01% +272 13F-HR Timeline Group Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,025 $295K 0.13% +39 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,027 $295K 0.03% -80 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,023 $295K 0.04% +391 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,020 $294K 0.06% +13 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,013 $293K 0.03% -36 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,005 $292K 0.04% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,003 $292K 0.26% +5 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,000 $291K 0.08% 0 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,000 $291K 0.1% 0 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 2,000 $291K 0.21% 0 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 2,000 $291K 0.27% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,977 $288K 0.01% +297 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,976 $288K 0.03% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,975 $288K 0.02% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,972 $287K 0.02% +122 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 1,970 $287K 0.1% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,969 $287K 0.19% -1,241 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,962 $286K 0.05% -17 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,950 $284K 0.14% 0 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 1,941 $283K 0.01% -14 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 1,940 $283K 0.13% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 1,939 $282K 0.08% +13 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 1,927 $281K 0.21% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,918 $279K 0.02% +130 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,916 $279K 0.16% -595 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 1,910 $278K 0.16% +68 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,908 $278K 0.03% +30 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,903 $277K 0.1% 0 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 1,902 $277K 0.02% -95 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,900 $277K 0.02% -4 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 1,878 $274K 0.11% -363 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,873 $273K 0.02% 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,868 $272K 0.03% +43 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,860 $271K 0.19% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,831 $270K 0.02% new 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,851 $270K 0.01% -57 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,848 $269K 0.17% -36 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,839 $268K 0.03% -732 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,830 $267K 0.14% +34 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,826 $266K 0.15% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,837 $265K 0.2% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,818 $265K 0.02% +114 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,815 $264K 0.28% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,811 $264K 0.01% +11 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,810 $264K 0.05% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,803 $263K 0.04% +2 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,800 $262K 0.05% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,798 $262K <0.01% -33 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,792 $261K <0.01% -29,392 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,790 $261K 0.04% -196 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 1,789 $261K 0.08% +11 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,779 $259K 0.04% -477 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,779 $259K 0.08% -13 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,772 $258K 0.32% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Axecap Investments, LLC More: the full row for Axecap Investments, LLC 1,766 $257K 0.22% -209 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,755 $256K 0.12% +126 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,754 $256K 0.01% -100 13F-HR/A Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,752 $255K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,733 $254K 0.06% -743 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,730 $252K 0.08% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,723 $251K 0.02% -13 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,721 $251K 0.01% -8,433 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,720 $251K 0.05% new 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 1,719 $250K 0.83% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,712 $249K 0.03% +16 13F-HR/A Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,709 $249K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,706 $249K 0.01% -376 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,705 $248K 0.08% +115 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,705 $248K 0.02% -36 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 1,704 $248K 0.07% new 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 1,702 $248K 0.01% new 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,700 $248K 0.07% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,700 $248K <0.01% -2,648 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 1,700 $248K 0.06% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,692 $247K 0.09% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,692 $247K 0.01% +737 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,692 $247K 0.26% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,688 $246K 0.02% +28 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,687 $246K 0.05% -3,043 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,681 $245K 0.13% +81 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,675 $244K 0.02% 0 13F-HR Timeline Group NDVR, Inc. More: the full row for NDVR, Inc. 1,671 $243K 0.25% -232 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,671 $243K 0.14% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,667 $243K 0.05% +75 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,667 $243K 0.04% +49 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,962 $242K 0.02% -102 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,661 $242K 0.09% -112 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,659 $242K <0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,658 $242K 0.01% -5 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,657 $241K <0.01% new 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,656 $241K 0.04% -68 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,648 $240K 0.1% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,647 $240K 0.09% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,647 $240K 0.05% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,646 $240K 0.03% +6 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,644 $240K 0.01% +29 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,642 $239K 0.15% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,641 $239K 0.01% -487 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 1,640 $239K 0.03% -20 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,633 $238K 0.08% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,626 $237K 0.07% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,625 $237K 0.06% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,621 $236K 0.04% -85 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,615 $235K 0.02% -65 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,608 $234K 0.01% new 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,608 $234K 0.01% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,606 $234K 0.04% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,606 $234K 0.01% +6 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,603 $234K 0.09% -3 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,600 $233K 0.11% +1 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,600 $233K 0.07% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,600 $233K 0.12% +102 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,598 $233K 0.01% -99 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,595 $232K 0.02% -130 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,594 $232K 0.07% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,588 $231K 0.07% +1 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,587 $231K 0.02% -100 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,584 $231K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,527 $230K 0.16% -299 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,575 $229K 0.1% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,568 $228K 0.06% -296 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,560 $227K 0.15% -43 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,557 $227K 0.1% new 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,554 $226K 0.04% 0 13F-HR Timeline