EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 9,650 $728K 0.26% +32 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,649 $728K 0.15% -1,336 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,636 $727K 0.03% +279 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 9,616 $726K 0.04% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 9,615 $726K 0.05% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 9,608 $725K 0.04% -16,712 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 9,600 $725K 0.66% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 9,575 $723K 0.18% -126 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 9,559 $722K 0.09% +500 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 9,542 $720K 0.58% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 9,531 $719K 0.46% -65 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 9,527 $719K 0.03% +1,364 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 9,431 $712K 0.08% -457 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 9,430 $712K 0.65% +304 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 9,428 $712K 0.12% -138 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 9,424 $711K 0.03% new 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,355 $711K 0.02% +620 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 9,407 $710K 0.65% +1,689 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,387 $709K 0.04% -6,921 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 9,380 $708K 0.06% -576 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 9,368 $707K 0.15% -2,941 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. 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More: the full row for ARVEST INVESTMENTS, INC. 9,317 $703K 0.1% -85 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 9,322 $703K 0.18% +17 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 9,299 $702K 0.5% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 9,278 $700K 0.01% +3,221 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 9,226 $696K 0.16% +118 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 8,491 $696K 0.31% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 9,221 $696K 0.01% -1,450 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,214 $696K 0.02% -900 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 9,209 $695K 0.24% +869 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 9,176 $693K 0.16% -1,747 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,169 $692K 0.07% +2,569 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 9,155 $691K 0.24% +1,786 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 8,119 $691K 0.25% 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 9,147 $691K 0.2% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 9,125 $689K 0.57% +6,025 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 9,119 $688K 0.18% -152 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 9,104 $687K 0.06% +1,178 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 9,103 $687K 0.49% +71 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 9,100 $687K 0.16% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,100 $687K 0.04% -319 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,099 $687K 0.02% +361 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 9,094 $687K 0.26% -556 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 9,058 $684K 0.1% -144 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 9,050 $683K 0.09% -23 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 9,014 $680K 0.57% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8,960 $676K <0.01% -725 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 8,926 $674K 0.36% +1 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 8,910 $673K 0.04% +52 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 8,900 $672K 0.16% +283 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 9,149 $671K 0.05% +1,677 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 8,858 $669K 0.23% -4,083 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,849 $668K 0.12% +3,112 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8,808 $665K 0.08% -63 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 8,808 $665K 0.04% +854 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 8,778 $663K 0.55% -471 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 8,766 $662K 0.01% -6,753 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,733 $659K 0.28% -2 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,702 $657K 0.51% -40 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,723 $653K 0.09% -2,066 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 8,651 $653K 0.07% -20,172 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 8,628 $651K 0.01% -11,260 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 8,600 $649K 0.07% +7 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 8,596 $649K 0.45% -170 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 8,561 $646K 0.11% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 8,525 $644K 0.06% -248 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 8,514 $643K 0.23% -13,351 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 8,505 $642K 0.51% -84 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 8,503 $642K 0.35% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,483 $640K 0.01% -279 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,480 $640K 0.36% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,466 $639K 0.4% -134 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 8,454 $638K 0.33% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 8,435 $637K 0.09% -2,337 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 8,430 $636K 0.01% +19 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 8,423 $636K 0.07% -18,693 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 8,393 $634K 0.31% +18 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 8,388 $633K 0.21% -1,747 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 8,375 $632K 0.41% -25 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 8,365 $631K 0.26% -647 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 8,359 $631K 0.12% -94 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,330 $629K 0.02% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 8,324 $628K 0.06% -600 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 7,655 $626K 0.28% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,269 $624K 0.11% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 8,266 $624K 0.85% 0 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 8,260 $624K 0.23% +314 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,254 $623K 0.05% +330 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 8,253 $623K 0.55% -1,266 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,244 $622K 0.26% -66 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 8,242 $622K 0.1% +365 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,223 $621K 0.05% +119 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 8,188 $618K 0.55% -1,336 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,188 $618K 0.18% -307 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,591 $618K 0.03% -375 13F-HR/A Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,179 $617K 0.09% +2,199 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 8,168 $617K 0.05% +526 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 8,166 $617K 0.21% -6,514 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,147 $615K 0.06% +427 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 8,143 $615K 0.26% -36 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 8,141 $615K 0.11% -489 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 7,392 $612K 0.07% -1,000 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 8,085 $610K 0.19% -403 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,072 $609K 0.05% -38 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 8,063 $609K 0.37% -188 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 8,056 $608K 0.22% +677 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 8,052 $608K 0.15% 0 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 8,035 $607K 0.04% -25,764 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 8,014 $605K 0.23% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 8,011 $605K 0.17% +5 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 8,000 $604K 0.09% 0 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 8,000 $604K 0.04% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 8,000 $604K 0.12% -150 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 8,000 $604K 0.47% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,997 $604K 0.04% -289 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,981 $603K 0.08% +4,954 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 7,332 $602K 0.5% -780 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 7,942 $600K 0.01% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,937 $599K 0.08% +284 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,914 $597K 0.12% -40 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 7,905 $597K 0.14% -19 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,547 $593K 0.05% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,842 $592K 0.08% +117 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,818 $590K 0.16% +149 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 7,802 $589K 0.53% +12 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 7,800 $589K 0.23% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 7,780 $587K 0.03% -24 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 7,779 $587K 0.13% +28 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,739 $584K 0.07% -6,024 13F-HR/A Timeline Group Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 7,729 $583K 0.32% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,701 $581K 0.03% -2,679 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 7,670 $579K 0.47% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,668 $579K 0.01% -12 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 8,303 $576K 0.49% -425 13F-HR/A Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 6,680 $575K 0.12% -25,360 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 7,586 $573K 0.14% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,569 $571K 0.06% +1 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,568 $571K 0.04% +657 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 7,558 $571K 0.16% +562 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 7,557 $570K 0.07% +273 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,516 $567K 0.13% +2,054 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 7,515 $567K 0.29% -156 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 7,505 $567K 0.3% -196 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 7,494 $566K 0.39% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,455 $563K 0.04% +335 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 7,410 $559K 0.19% +379 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 7,091 $558K 0.21% -30 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 7,374 $557K 0.07% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,372 $557K 0.03% -648 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,369 $556K 0.05% -108 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 7,364 $556K 0.11% 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 7,363 $556K 0.1% +3,211 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 7,360 $556K 0.29% +1,744 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 7,360 $556K 0.05% -132 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 7,356 $555K 0.3% +35 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 7,350 $555K 0.04% +28 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,330 $553K 0.04% +749 13F-HR/A Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 7,328 $553K 0.38% -152 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 7,294 $551K 0.09% +944 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 7,294 $551K 0.07% -20,736 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 7,267 $549K 0.09% 0 13F-HR/A Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,258 $548K 0.11% +33 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 7,251 $547K 0.15% -255 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,252 $545K 0.07% -576 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,202 $544K 0.29% -830 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 7,200 $544K 0.09% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,195 $543K 0.03% +2,938 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,426 $542K 0.15% -1,974 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 7,176 $542K 0.41% 0 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 7,175 $542K 0.55% -104 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 7,169 $541K 0.46% 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 7,165 $541K 0.31% -2,368 13F-HR Timeline ANB BANK More: the full row for ANB BANK 7,138 $539K 0.22% -547 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 7,112 $537K 0.1% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 7,104 $536K 0.27% +1,098 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,096 $536K 0.06% -69 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,083 $535K 0.05% +850 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 7,082 $535K 0.12% +366 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 7,080 $534K 0.19% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 7,078 $534K 0.15% -140 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,076 $534K 0.18% -564 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 7,070 $534K 0.3% -17 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 7,060 $533K 0.05% -160 13F-HR/A Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 7,059 $533K 0.14% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,052 $532K 0.06% -304 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,043 $532K 0.05% +156 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,023 $530K 0.05% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,251 $530K 0.09% +2,973 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 7,016 $530K 0.08% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,011 $529K 0.14% +5 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 6,259 $528K 0.16% +14 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,977 $527K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6,976 $527K 0.04% +329 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 6,952 $525K 0.38% -218 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 6,950 $525K 0.08% -13 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 6,949 $525K 0.06% -378 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 6,948 $525K 0.01% +14 13F-HR Timeline