May Hill Capital, LLC More: the full row for May Hill Capital, LLC 506 $253K 0.08% +5 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 503 $251K 0.03% +24 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 509 $251K 0.01% +101 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 501 $250K 0.01% -83 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 497 $248K 0.02% -2 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 497 $248K 0.04% +1 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 496 $248K 0.18% -172 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 494 $247K <0.01% +23 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 494 $247K 0.08% +28 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 493 $246K 0.04% -70 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 492 $246K 0.12% -19 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 492 $246K 0.02% +44 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 491 $245K 0.06% -17 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 490 $245K 0.13% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 492 $245K 0.02% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 490 $245K <0.01% +35 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 488 $244K 0.1% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 486 $243K 0.04% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 485 $242K 0.04% -6 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 484 $242K 0.09% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 484 $242K 0.1% +5 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 482 $241K 0.02% +12 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 481 $240K 0.01% +58 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 481 $240K 0.02% +52 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 480 $240K 0.01% +17 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 480 $240K 0.08% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 479 $239K 0.11% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 479 $239K 0.03% +2 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 417 $239K 0.04% -110 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 472 $238K 0.13% 0 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 476 $238K 0.03% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 475 $237K 0.43% -50 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 474 $237K 0.04% -2 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 474 $237K 0.03% -40 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 472 $236K 0.08% -515 13F-HR/A Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 470 $235K 0.01% +2 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 470 $235K 0.02% 0 13F-HR/A Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 475 $235K 0.03% new 13F-HR/A Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 469 $235K 0.02% +6 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 469 $234K 0.02% +69 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 468 $234K 0.09% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 467 $233K 0.01% -110 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 395 $233K 0.06% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 466 $233K 0.08% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 466 $233K 0.01% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 465 $233K 0.1% -15 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 465 $232K 0.03% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 465 $232K 0.05% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 464 $232K 0.12% +2 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 462 $231K 0.11% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 460 $230K 0.07% +1 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 459 $230K 0.13% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 458 $229K 0.02% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 458 $229K <0.01% -32 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 457 $228K 0.07% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 455 $227K 0.11% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 455 $227K 0.06% +12 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 452 $226K <0.01% +41 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 450 $225K 0.01% +3 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 449 $225K 0.01% -3 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 448 $224K 0.05% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 448 $224K 0.05% +30 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 447 $223K 0.19% +2 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 447 $223K 0.03% -138 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 446 $223K 0.03% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 383 $222K 0.04% -98 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 440 $222K 0.2% -15 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 444 $222K 0.19% 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 443 $222K 0.1% +2 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 443 $221K 0.05% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 439 $219K 0.09% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 439 $219K 0.01% -82 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 438 $219K 0.09% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 437 $218K 0.13% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 436 $218K 0.13% -60 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 436 $218K 0.03% +21 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 434 $217K 0.02% +3 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 433 $217K 0.02% -63 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 433 $216K <0.01% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 432 $216K 0.1% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 431 $215K 0.1% -3 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 430 $215K 0.13% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 371 $215K 0.1% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 430 $215K 0.1% new 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 $214K 0.02% 0 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 427 $213K 0.1% +29 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 426 $213K 0.08% +4 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 426 $213K 0.14% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 426 $213K 0.07% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 425 $213K 0.04% -47 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 425 $212K 0.09% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 423 $212K 0.02% -2 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 422 $211K 0.02% -30 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 422 $211K 0.01% -18 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 420 $210K 0.01% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 420 $210K 0.01% -592 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 417 $209K 0.05% -2 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 417 $208K 0.07% +2 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 414 $207K 0.01% -266 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 414 $207K 0.05% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 413 $207K 0.01% +1 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 412 $206K 0.51% new 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 411 $206K 0.1% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 411 $205K 0.1% +2 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 400 $205K 0.07% -10 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 411 $205K 0.02% -20 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 400 $205K 0.23% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 409 $204K 0.09% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 408 $204K 0.01% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 407 $203K 0.05% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 400 $203K 0.01% +3 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 406 $203K 0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 404 $202K 0.03% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 403 $201K 0.03% -18 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 401 $201K 0.02% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 401 $200K 0.01% -18,598 13F-HR/A Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 401 $200K 0.1% +2 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 393 $196K 0.03% -7 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 386 $193K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tidemark, LLC More: the full row for Tidemark, LLC 384 $192K 0.06% +221 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 383 $191K 0.03% +30 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 381 $190K 0.08% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 380 $190K 0.06% -97 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 362 $181K 0.13% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 352 $180K 0.15% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 357 $178K 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 356 $178K 0.02% +45 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 350 $175K -110 Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 346 $173K 0.03% +8 13F-HR Timeline City State Bank More: the full row for City State Bank 342 $171K 0.05% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 338 $169K 0.05% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 333 $166K 0.04% +33 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 351 $165K 0.01% +109 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 316 $158K 0.01% +192 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 309 $156K 0.08% +1 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 307 $153K 0.01% +52 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 300 $150K 0.18% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 300 $150K 0.08% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 299 $149K 0.11% -3 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 293 $146K 0.06% -13 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 286 $146K 0.01% -195 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 291 $145K 0.03% 0 13F-HR/A Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 283 $142K 0.02% -36 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 276 $138K 0.06% 0 13F-HR/A Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 271 $135K 0.02% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 268 $134K 0.11% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 261 $131K <0.01% -61,011 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 260 $130K 0.58% +19 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 259 $129K 0.01% -6 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 256 $128K 0.12% +47 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 250 $125K 0.05% 0 13F-HR/A Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 248 $124K 0.04% 0 13F-HR/A Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 248 $124K 0.13% +8 13F-HR/A Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 241 $122K 0.02% +1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 241 $120K 0.02% -412 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 241 $120K <0.01% +51 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 239 $119K <0.01% -433 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 238 $119K <0.01% +1 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 238 $119K 0.06% +200 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 233 $116K 0.05% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 232 $116K 0.01% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 232 $116K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 229 $115K 0.07% -57 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 228 $114K 0.02% -2 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 226 $113K 0.05% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 226 $113K 0.1% -41 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 221 $110K 0.07% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 220 $110K 0.14% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 218 $109K 0.06% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 218 $109K 0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 216 $108K 0.07% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 211 $106K 0.03% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 211 $106K 0.01% +9 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 210 $105K 0.04% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 210 $105K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 178 $105K 0.02% +1 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 209 $104K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 206 $103K 0.01% +3 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 204 $102K 0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 200 $100K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 193 $96.5K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 185 $92.5K 0.07% +11 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 180 $90K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 179 $89.5K 0.01% +100 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 179 $89.3K 0.04% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 172 $86.2K 0.04% +3 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 171 $85.4K 0.06% +43 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 170 $85K 0.05% -49 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 168 $84K 0.02% -9 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 168 $84K 0.05% -1 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 165 $82.5K 0.02% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 162 $81K 0.04% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 155 $77.5K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 149 $75K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 150 $75K <0.01% -1 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 150 $75K 0.06% 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,970 $73.5K 0.01% 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 125 $72.6K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 145 $72.5K <0.01% +12 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 145 $72K <0.01% +6 13F-HR Timeline