Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 555 $284K 0.01% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 553 $283K 0.08% 0 13F-HR/A Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 553 $283K 0.06% +21 13F-HR/A Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 549 $281K 0.11% +30 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 585 $280K 0.05% 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 545 $279K 0.03% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 540 $276K 0.15% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 540 $276K 0.03% -30 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 539 $276K 0.05% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 539 $276K <0.01% +27 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 538 $275K <0.01% -19 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 532 $273K 0.03% new 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 532 $272K 0.11% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 530 $272K 0.1% -1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 530 $271K <0.01% -107 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 530 $271K 0.01% -64 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 530 $271K 0.09% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 530 $271K 0.2% +59 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 529 $271K 0.01% new 13F-HR Timeline Group MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 527 $270K 0.11% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 527 $270K 0.01% +164 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 527 $270K 0.06% 0 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 526 $269K 0.06% -50,495 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 525 $269K 0.29% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 525 $269K 0.23% +72 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 523 $268K 0.03% +8 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 521 $267K 0.01% +39 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 521 $267K 0.02% +35 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 520 $266K 0.15% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 515 $264K 0.05% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 514 $263K 0.03% -1 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 513 $263K 0.07% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 511 $262K 0.12% -109 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 508 $260K 0.07% +7 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 508 $260K 0.1% -18 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 558 $259K 0.07% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 501 $257K 0.1% -13 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 500 $256K 0.09% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 499 $256K 0.02% +10 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 499 $255K <0.01% new 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 497 $254K 0.01% +46 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 497 $254K 0.1% -104 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 496 $254K 0.02% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 496 $254K 0.09% +60 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 496 $254K 0.04% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 491 $251K 0.04% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 491 $251K 0.03% new 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 491 $251K 0.05% -105 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 490 $251K 0.14% -20 13F-HR Timeline S&CO INC More: the full row for S&CO INC 492 $251K 0.02% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 490 $251K <0.01% -12 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 490 $251K 0.15% +39 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 488 $250K 0.1% -282 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 461 $249K 0.03% -27 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 486 $249K 0.04% 0 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 484 $248K 0.1% -4 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 482 $247K 0.07% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 459 $247K 0.18% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 525 $246K 0.16% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 481 $246K 0.02% -5 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 480 $246K 0.12% +17 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 480 $246K 0.09% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 480 $246K 0.06% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 479 $245K 0.1% +252 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 479 $245K 0.04% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 479 $245K 0.11% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 477 $244K 0.04% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 477 $244K 0.09% -3,449 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 476 $244K 0.04% +24 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 476 $244K 0.03% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 475 $243K 0.04% +2 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 455 $243K 0.26% +7 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 474 $243K 0.02% -382 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 472 $242K 0.04% -117 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 471 $241K 0.01% +34 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 470 $241K 0.02% -71 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 470 $241K 0.02% 0 13F-HR/A Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 470 $240K 0.07% -61 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 469 $240K 0.06% -263 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 469 $240K 0.18% -5 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 468 $240K 0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 468 $240K 0.1% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 467 $239K 0.01% +175 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 466 $239K 0.09% -198 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 465 $238K 0.03% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 463 $237K 0.03% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 463 $237K 0.01% -213 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 462 $237K 0.13% -4 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 460 $235K -350 Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 459 $235K 0.08% -21 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 457 $234K 0.08% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 455 $233K <0.01% -1,639 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 455 $233K 0.12% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 452 $232K 0.02% new 13F-HR/A Timeline One Day In July LLC More: the full row for One Day In July LLC 452 $231K 0.02% -33 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 452 $231K 0.01% +5 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 452 $231K 0.01% +1 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 481 $230K 0.05% -87 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 450 $230K 0.01% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 448 $229K 0.02% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 447 $229K 0.05% +1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 447 $229K 0.01% -430 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 446 $228K 0.03% -40 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 445 $228K 0.03% new 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 445 $228K 0.21% +2 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 444 $227K 0.02% new 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 466 $227K 0.08% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 472 $227K 0.15% +103 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 446 $227K 0.1% -4 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 443 $227K 0.06% 0 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 441 $226K 0.11% +2 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 440 $225K 0.01% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 439 $225K 0.1% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 437 $224K 0.14% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 464 $224K 0.02% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 436 $223K 0.12% +13 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 434 $222K 0.11% 0 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 433 $222K <0.01% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 432 $221K 0.11% +2 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 431 $221K 0.03% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 431 $221K 0.01% -3 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 431 $220K 0.03% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 430 $220K 0.17% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 429 $220K 0.02% new 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 429 $220K 0.02% -248 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 426 $218K 0.16% -33 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 426 $218K 0.09% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 425 $218K 0.02% -59 13F-HR/A Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 425 $218K 0.08% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 425 $218K 0.03% -30 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 423 $217K 0.01% -53 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 423 $217K 0.01% new 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 423 $217K 0.05% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 422 $216K 0.1% -84 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 421 $216K 0.03% -4 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 420 $215K 0.01% new 13F-HR/A Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 420 $215K 0.01% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 419 $215K 0.05% -23 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 418 $214K 0.02% -10 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 418 $214K 0.05% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 415 $213K 0.04% new 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 415 $213K 0.08% -13 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 397 $212K 0.02% -50 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 413 $212K 0.07% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 412 $211K 0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 411 $210K <0.01% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 410 $210K 0.09% new 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 410 $210K 0.01% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 409 $209K 0.11% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 408 $209K 0.01% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 408 $209K 0.01% -1,051 13F-HR/A Timeline Group MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 407 $208K 0.06% new 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 407 $208K 0.04% new 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 406 $208K 0.04% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 406 $208K 0.2% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 405 $207K 0.02% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 404 $207K 0.08% -2,852 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 403 $206K 0.13% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 401 $205K 0.02% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 401 $205K 0.02% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 400 $205K 0.02% -147 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 400 $205K 0.01% new 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 400 $205K 0.23% new 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 399 $204K 0.15% new 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 399 $204K 0.11% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 400 $204K 0.04% +28 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 398 $204K 0.06% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 398 $204K 0.11% new 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 396 $203K -143 Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 395 $202K 0.01% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 394 $202K 0.06% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 391 $200K 0.01% -52 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 386 $198K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mechanics Financial Corp More: the full row for Mechanics Financial Corp 381 $195K 0.09% +81 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 381 $195K 0.14% +298 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 357 $183K 0.02% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 353 $181K 0.03% 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 352 $180K 0.14% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 342 $175K 0.06% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 339 $174K 0.03% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 338 $173K 0.06% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 338 $173K 0.03% +10 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 319 $163K 0.02% +41 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 311 $159K 0.02% +131 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 308 $158K 0.09% +63 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 306 $157K 0.07% -75 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 302 $155K 0.12% -38 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 300 $154K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 300 $154K 0.04% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 300 $154K 0.23% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 300 $154K 0.09% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 291 $149K 0.03% 0 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 286 $147K 0.1% +25 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 276 $141K 0.06% -83 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 271 $139K 0.02% +21 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 268 $137K 0.14% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 267 $137K 0.13% -35 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 265 $136K 0.01% +6 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 255 $131K 0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 240 $128K 0.03% +1 13F-HR Timeline