Financial Council, LLC More: the full row for Financial Council, LLC 409 $381K 0.21% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 409 $381K 0.03% +18 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 409 $381K 0.36% +15 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 408 $381K 0.04% -8 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 409 $380K 0.07% +111 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 409 $380K 0.07% +111 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 408 $380K 0.35% +100 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 407 $380K 0.17% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 406 $379K 0.08% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 408 $379K <0.01% -407,527 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 345 $378K 0.15% +14 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 405 $378K 0.15% -10 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 404 $377K 0.01% -23,783 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 403 $376K 0.03% 0 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 403 $376K 0.16% -1 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 402 $375K 0.29% +386 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 402 $375K 0.24% -113 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 402 $375K 0.37% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 401 $374K 0.26% +30 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 401 $374K 0.22% -152 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 401 $374K 0.23% new 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 400 $373K 0.03% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 400 $373K 0.01% 0 13F-HR Timeline Group Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 400 $373K 0.17% new 13F-HR Timeline Group GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 400 $373K 0.19% 0 13F-HR/A Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 399 $372K 0.1% -61 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 399 $372K 0.28% -34 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 398 $371K 0.32% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 398 $371K 0.11% +100 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 397 $370K 0.2% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 397 $370K 0.28% +27 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 396 $369K 0.07% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 396 $369K 0.03% +173 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 396 $369K 0.03% +149 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 395 $368K 0.1% -10 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 395 $368K 0.04% 0 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 394 $367K 0.15% +43 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 393 $366K 0.18% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 392 $366K 0.27% -23 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 389 $363K 0.05% +31 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 389 $363K 0.04% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 389 $363K 0.21% -20 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 388 $362K 0.06% +25 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 388 $362K 0.18% +11 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 388 $362K 0.11% +39 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 388 $362K 0.29% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 387 $361K 0.27% +2 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 386 $360K 0.12% +2 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 386 $360K 0.1% -16 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 385 $359K 0.02% -75 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 385 $359K 0.38% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 384 $358K 0.07% +86 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 383 $357K 0.02% -5 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 382 $356K 0.11% -3 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 382 $356K 0.08% +93 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 382 $356K 0.13% -688 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 382 $356K 0.08% -47 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 382 $356K 0.04% +17 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 410 $356K 0.08% +50 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 381 $355K 0.07% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 380 $354K 0.22% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 380 $354K <0.01% new 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 379 $353K 0.03% -16 13F-HR Timeline Group Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 379 $353K 0.34% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 378 $353K 0.07% -61 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 377 $352K 0.24% +74 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 377 $352K 0.11% +1 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 377 $352K 0.18% +19 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 382 $351K 0.15% -45 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 376 $351K 0.33% -16 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 376 $350K 0.01% +14 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 375 $350K 0.03% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 375 $350K 0.03% -19 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 375 $350K 0.11% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 375 $350K +10 Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 375 $350K 0.21% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 374 $349K 0.12% -8 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 373 $348K 0.36% -12 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 373 $348K 0.18% 0 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 373 $348K 0.39% -2,090 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 373 $348K 0.07% +78 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 372 $347K 0.23% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 371 $346K 0.22% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 388 $346K 0.11% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 370 $345K 0.11% +86 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 370 $345K 0.15% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 370 $345K 0.19% new 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 369 $344K 0.08% -21 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 368 $343K 0.08% -7 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 368 $343K 0.06% +23 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 297 $343K 0.31% -4 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 367 $342K 0.12% +28 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 366 $341K 0.23% -341 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 365 $340K <0.01% +362 13F-HR Timeline Group Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 364 $339K 0.27% -65 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 364 $339K 0.1% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 363 $339K 0.06% -12 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 363 $339K 0.09% -119 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 363 $339K 0.25% 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 362 $338K 0.21% +3 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 361 $337K 0.02% +3 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 361 $337K 0.05% +3 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 361 $337K 0.14% +116 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 361 $337K 0.15% +24 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 360 $336K 0.11% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 360 $336K 0.06% +13 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 360 $336K 0.35% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 358 $334K 0.03% +27 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 358 $334K 0.18% new 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 357 $333K 0.07% -20 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 357 $333K 0.03% +6 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 356 $332K 0.16% +4 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 356 $332K 0.19% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 356 $332K 0.06% +14 13F-HR/A Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 356 $332K 0.03% +120 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 355 $331K 0.05% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 355 $331K 0.14% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 355 $331K 0.25% +17 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 354 $330K 0.11% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 354 $330K 0.25% -2 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 354 $330K 0.13% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 354 $330K 0.33% -8 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 314 $330K 0.08% +189 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 353 $329K 0.18% +20 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 353 $329K 0.03% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 352 $328K 0.03% +55 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 352 $328K 0.04% +9 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 352 $328K 0.05% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 351 $327K 0.09% +17 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 351 $327K 0.03% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 350 $326K 0.05% -202 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 350 $326K 0.1% -29 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 350 $326K 0.17% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 350 $326K 0.1% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 350 $326K 0.11% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 350 $326K 0.1% +13 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 350 $326K 0.04% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 348 $325K 0.11% +28 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 348 $325K 0.19% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 348 $324K 0.09% +5 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 348 $324K 0.22% -21 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 347 $324K 0.03% +2 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 347 $324K 0.04% new 13F-HR/A Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 347 $324K 0.04% +28 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 347 $324K 0.19% 0 13F-HR Timeline Group Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 345 $322K 0.08% +2 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 344 $321K 0.09% +80 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 343 $320K 0.02% +74 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 342 $319K 0.09% -50 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 342 $319K 0.11% -4 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 357 $318K 0.1% 0 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 341 $318K 0.07% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 341 $318K 0.12% +31 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 340 $317K 0.08% +31 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 340 $317K 0.02% -25 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 339 $316K 0.02% -23 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 339 $316K 0.05% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 339 $316K 0.05% new 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 338 $315K 0.13% +8 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 337 $315K 0.05% +3 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 302 $312K 0.1% -5 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 335 $312K 0.12% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 334 $311K 0.01% +2 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 333 $311K 0.03% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 333 $311K 0.05% +78 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 333 $311K 0.09% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 332 $310K 0.18% -2 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 332 $308K 0.09% +32 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 330 $308K 0.04% -43 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 330 $308K 0.1% +38 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 329 $307K 0.05% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 329 $307K 0.01% -19 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 328 $306K 0.16% +55 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 328 $306K 0.07% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 327 $305K 0.03% -49 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 327 $305K 0.02% +30 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 327 $305K 0.25% +21 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 280 $304K 0.06% +37 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 325 $303K 0.15% -100 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 325 $303K 0.17% -10 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 325 $303K 0.3% -39 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 325 $303K 0.05% -28 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 324 $302K 0.07% -1 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 324 $302K 0.06% +25 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 324 $302K 0.05% +10 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 324 $302K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 323 $301K 0.14% 0 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 323 $301K 0.07% -54 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 322 $301K 0.18% -5 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 322 $300K 0.12% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 322 $300K 0.2% -1,106 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 322 $300K 0.27% +137 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 321 $299K 0.29% +2 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 320 $298K 0.09% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 320 $298K 0.03% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 320 $298K 0.14% -2,513 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 319 $297K 0.03% -94 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 319 $297K 0.06% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 318 $297K 0.08% +23 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 318 $297K 0.01% +10 13F-HR Timeline Group