MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 7,541 $605K 0.45% -129 13F-HR/A Timeline Providence First Trust Co More: the full row for Providence First Trust Co 7,540 $605K 0.21% -8,330 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 7,529 $604K 0.07% -28 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 7,517 $603K 0.05% +541 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 7,444 $598K 0.39% -50 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,437 $597K 0.16% +3,148 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 7,400 $594K 0.05% +40 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,395 $594K 0.35% +606 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 7,388 $593K 0.3% +28 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 7,382 $593K 0.18% 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 7,374 $592K 0.08% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,369 $592K 0.05% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 7,357 $591K 0.1% +2,410 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 7,004 $587K 0.47% -328 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 7,297 $586K <0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,296 $586K 0.04% -159 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 7,295 $586K 0.07% +1 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 7,293 $585K 0.23% -850 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 7,232 $581K 0.5% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,269 $580K 0.07% -454 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 7,070 $580K 0.3% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 7,210 $579K 0.1% -57 13F-HR Timeline ANB BANK More: the full row for ANB BANK 7,202 $578K 0.23% +64 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 7,200 $578K 0.09% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,196 $578K 0.29% +348 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7,187 $577K 0.04% -1,621 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,182 $577K 0.31% -20 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 7,176 $576K 0.42% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7,169 $576K 0.08% +1,578 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,155 $574K 0.08% -782 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 7,155 $574K 0.03% -2,372 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,141 $573K 0.06% +89 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 7,141 $573K 0.2% -269 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 7,129 $572K 0.11% -235 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 7,123 $572K 0.55% 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 7,098 $570K 0.15% -153 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 7,095 $570K 0.52% -80 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 7,093 $569K 0.19% +3,488 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 7,080 $568K 0.2% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 6,961 $567K 0.06% +12 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 7,051 $566K 0.2% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 7,044 $565K 0.09% +2,825 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,023 $564K 0.05% 0 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 7,016 $563K 0.07% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,015 $563K 0.14% +4 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 7,013 $563K 0.4% +550 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,977 $560K 0.02% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 6,969 $559K 0.04% -1,556 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 6,879 $559K 0.19% -212 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 6,966 $559K 0.38% -2,891 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 6,962 $559K 0.08% +30 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,960 $559K 0.02% +75 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,959 $559K 0.06% -1,365 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 6,950 $558K 0.09% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 6,925 $556K 0.18% -1,933 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,912 $555K 0.31% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 6,909 $555K 0.37% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 6,900 $554K 0.06% +2,026 13F-HR Timeline CRAMER ROSENTHAL MCGLYNN LLC More: the full row for CRAMER ROSENTHAL MCGLYNN LLC 6,887 $553K 0.04% -140,957 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 6,881 $552K 0.29% -284 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 6,877 $552K 0.49% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,869 $551K <0.01% -32,446 13F-HR Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 6,860 $551K 0.13% +400 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 6,855 $550K 0.12% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,855 $550K 0.01% 0 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,854 $550K 0.07% +1,375 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 6,850 $550K 0.07% new 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,839 $549K 0.06% +14 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,834 $549K 0.18% -1,680 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 6,804 $546K 0.04% -546 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 6,804 $546K 0.22% 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 6,796 $546K 0.33% +15 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 6,794 $545K 0.45% +64 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,790 $545K 0.14% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,781 $544K 0.03% +661 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 6,763 $543K 0.37% +14 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 6,762 $543K 0.03% +91 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 6,761 $543K 0.24% +130 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 6,758 $542K 0.2% -68 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 6,720 $539K 0.09% -134 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,713 $539K 0.15% -365 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 6,689 $537K 0.44% 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,680 $536K 0.31% +500 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,660 $535K 0.13% +125 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,652 $534K 0.08% +346 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 6,630 $532K 0.54% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,618 $531K 0.03% -577 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,605 $530K 0.05% +187 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,597 $530K 0.13% +6 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 6,590 $529K 0.06% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 6,576 $528K 0.13% -55 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 6,570 $527K 0.02% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 6,514 $523K 0.04% -152 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 6,513 $523K 0.04% +106 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6,512 $523K 0.12% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 6,500 $522K 0.03% -1,500 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 6,498 $522K 0.15% -37 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 6,490 $521K 0.22% 0 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 6,489 $521K 0.55% 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 6,484 $521K 0.14% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 6,482 $520K 0.4% -314 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,469 $519K 0.11% +279 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 6,468 $519K 0.17% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 6,464 $519K 0.13% +878 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 6,461 $519K 0.13% -295 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 6,437 $517K 0.36% -174 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 6,429 $516K 0.02% -30,971 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,423 $516K 0.06% +1 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 6,415 $515K 0.13% -644 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,405 $514K 0.04% +416 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 6,403 $514K 0.37% +4 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 6,395 $513K 0.02% +3 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 6,379 $512K 0.25% +42 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 6,370 $511K 0.4% +202 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 6,366 $511K 0.27% new 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 6,360 $511K 0.15% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 6,358 $510K 0.17% +721 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 6,279 $504K 0.23% -75 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,270 $503K 0.03% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,266 $503K 0.25% +192 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 6,256 $502K 0.11% -5,335 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 6,231 $500K 0.28% -478 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 6,229 $500K 0.26% 13F-HR/A Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 6,218 $499K 0.22% +12 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 6,197 $497K 0.11% -250 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 6,187 $497K 0.03% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,183 $496K 0.08% +447 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 6,182 $496K 0.08% +40 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 6,182 $496K 0.54% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,174 $496K <0.01% +23 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,156 $494K 0.07% +87 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 6,154 $494K 0.32% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 6,138 $493K 0.14% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,125 $492K 0.11% -715 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 6,121 $491K 0.15% new 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 6,118 $491K 0.22% +300 13F-HR Timeline BAYBAN More: the full row for BAYBAN 6,114 $491K 0.43% 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 6,112 $491K 0.05% +14 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 6,098 $490K 0.36% -854 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,085 $489K 0.14% -53 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,083 $488K 0.04% +516 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,080 $488K 0.03% +2 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 6,075 $488K 0.17% +218 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,055 $486K 0.03% +2,005 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,052 $486K 0.07% +106 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,050 $486K 0.12% +1,530 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,033 $484K 0.21% -35 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 6,030 $484K 0.48% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 6,027 $484K 0.26% -378 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 6,008 $482K 0.22% +2 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,998 $482K 0.07% +72 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5,990 $481K 0.09% new 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 5,974 $480K 0.08% -2,167 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 5,969 $479K 0.09% -84 13F-HR Timeline Group MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 5,959 $478K 0.1% -1,123 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 5,955 $478K 0.54% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 5,946 $477K 0.26% -60 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 5,946 $477K 0.29% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,938 $477K 0.28% +350 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,935 $476K 0.23% +84 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 5,469 $476K 0.16% -2,650 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 5,927 $476K 0.2% +302 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 5,920 $475K 0.21% +41 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 5,789 $475K 0.13% -470 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 5,912 $475K 0.14% -222 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 5,912 $475K 0.41% -358 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 5,888 $473K 0.32% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,854 $470K 0.02% -168 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 5,850 $470K 0.08% +263 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 5,837 $469K 0.07% -518 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,836 $469K 0.04% -700 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 5,825 $468K 0.01% -87,867 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,817 $467K 0.11% -1,699 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 5,813 $467K 0.26% -600 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,806 $466K 0.08% +636 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,794 $465K 0.05% +182 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,785 $464K 0.11% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,782 $464K 0.01% +13 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,781 $464K 0.02% +316 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 5,769 $463K 0.4% 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,761 $463K 0.11% +51 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 5,759 $462K 0.1% +692 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 5,738 $461K 0.05% +341 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,730 $460K 0.09% +212 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 5,724 $460K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SFMG, LLC More: the full row for SFMG, LLC 5,729 $460K 0.03% -36 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 5,728 $460K 0.25% +15 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 5,727 $460K 0.24% -3,199 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 5,726 $460K 0.22% -18 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,721 $459K 0.08% +208 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 5,713 $459K 0.23% -75 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 5,709 $458K 0.08% -55 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 5,699 $458K 0.04% +159 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,685 $456K 0.1% -193 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,684 $456K 0.13% -284 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,674 $456K 0.13% +1,139 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,670 $455K 0.24% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,659 $454K 0.1% -1,065 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 5,657 $454K 0.09% +181 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,656 $454K 0.28% -59 13F-HR Timeline