Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 1,839 $436K 0.08% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,836 $435K 0.03% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,830 $433K 0.03% -100 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,991 $433K 0.05% +4 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,826 $432K 0.02% -233 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,875 $432K 0.02% -48 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,819 $431K 0.07% +65 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,818 $431K 0.04% -35 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,817 $430K 0.06% +26 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,816 $430K 0.03% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,813 $430K 0.03% +32 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,810 $429K 0.14% -321 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,800 $426K 0.2% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,794 $425K 0.01% -31 13F-HR Timeline Group CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,791 $424K 0.01% +680 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,788 $423K 0.07% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,786 $423K 0.11% +37 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,780 $422K 0.01% +40 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,775 $420K 0.09% +45 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,772 $420K <0.01% -1,063 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,771 $419K 0.03% +36 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,768 $419K 0.02% -1 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,768 $419K 0.06% +300 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,764 $418K 0.07% +99 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,758 $416K 0.03% -226 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,742 $413K 0.01% +131 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,741 $413K 0.02% +665 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,740 $412K 0.03% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,737 $411K 0.17% -14 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 1,735 $411K 0.11% -290 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,732 $410K 0.01% +209 13F-HR Timeline Group Horan Securities, Inc. More: the full row for Horan Securities, Inc. 1,727 $409K 0.15% +2 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 1,727 $409K 0.01% -43 13F-HR/A Timeline Group Sabal Trust CO More: the full row for Sabal Trust CO 1,720 $407K 0.02% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,719 $407K 0.03% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 1,734 $407K 0.04% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,717 $407K 0.05% -29 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,715 $406K 0.01% +9 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,712 $406K 0.03% +187 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 1,695 $401K 0.11% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,684 $399K 0.07% +97 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,680 $398K 0.15% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,678 $397K 0.24% +242 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,675 $397K 0.06% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,660 $393K 0.32% 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,657 $392K 0.41% +339 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,655 $392K 0.21% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,638 $388K 0.06% +2 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,630 $386K 0.23% -35 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,703 $386K 0.25% -4 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,628 $386K 0.05% -27 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,626 $385K 0.21% +5 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,625 $385K 0.01% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,747 $381K 0.07% +223 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,609 $381K 0.01% -6,509 13F-HR/A Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 1,608 $381K 0.02% +24 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,603 $380K 0.08% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,590 $377K 0.3% 0 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 1,590 $377K 0.23% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,590 $377K 0.25% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,589 $376K <0.01% 0 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 1,582 $375K 0.02% -5 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 1,575 $373K 0.04% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,569 $372K 0.04% +638 13F-HR/A Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,566 $371K 0.03% -60 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,565 $371K 0.04% +465 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,538 $364K 0.17% -1,254 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,537 $364K 0.02% 0 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,536 $364K 0.07% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,536 $364K 0.03% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,534 $363K 0.07% -6 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,533 $363K 0.21% +26 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,530 $362K <0.01% new 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,524 $361K 0.03% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,521 $360K 0.05% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,516 $359K 0.11% +186 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,513 $358K 0.13% +15 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,550 $357K 0.15% +50 13F-HR/A Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,507 $357K 0.32% +212 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,507 $357K 0.08% -3 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,504 $356K 0.11% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,503 $356K 0.07% -83 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,500 $355K 0.1% -20 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,500 $355K 0.04% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,500 $355K 0.26% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,498 $355K 0.21% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,491 $353K 0.16% -818 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,490 $353K 0.09% -25 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,488 $352K 0.01% -177 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,480 $351K 0.06% +81 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,477 $350K 0.01% 0 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,473 $349K 0.15% -87 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,473 $349K 0.09% +212 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,471 $348K 0.01% -18 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,467 $348K 0.04% -12 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,466 $347K <0.01% -208 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 1,465 $347K 0.02% -5 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,457 $345K 0.03% +42 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,456 $345K 0.02% 0 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 1,453 $344K 0.31% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,445 $342K 0.01% +212 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,444 $342K 0.16% 0 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,441 $341K 0.16% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,535 $341K 0.04% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,428 $338K 0.17% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,417 $336K 0.04% +2 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,513 $335K 0.15% +207 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,412 $334K 0.12% 0 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,519 $334K 0.3% -148 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,407 $333K 0.06% -3 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,404 $333K 0.09% -80 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,400 $332K 0.01% -1,100 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,397 $331K 0.11% +39 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,390 $329K 0.05% +52 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,389 $329K 0.01% -74 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,381 $327K 0.03% +2 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,380 $327K 0.2% +3 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,379 $327K 0.02% +34 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,376 $326K 0.27% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,376 $326K 0.01% -1,196 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,375 $326K 0.04% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,372 $325K 0.04% +67 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,372 $325K 0.2% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,370 $325K 0.15% -79 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,359 $322K 0.01% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,359 $322K 0.14% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,354 $321K 0.07% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,350 $320K 0.11% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,351 $320K 0.02% +247 13F-HR Timeline Group South Street Advisors LLC More: the full row for South Street Advisors LLC 1,350 $320K 0.05% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,350 $320K 0.05% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,350 $320K 0.04% new 13F-HR/A Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,342 $318K 0.02% +240 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,342 $318K 0.03% +282 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,340 $317K 0.08% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,337 $317K 0.06% -98 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,334 $316K 0.02% -37,074 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,330 $315K 0.02% +331 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,329 $315K <0.01% -59 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,316 $312K 0.05% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,315 $311K 0.24% -175 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,313 $311K <0.01% +110 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,309 $310K 0.05% +336 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,308 $310K 0.03% -236 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,301 $308K 0.1% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,300 $308K 0.03% -21 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,299 $308K 0.07% 0 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,298 $307K 0.09% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,298 $307K 0.02% +4 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 1,297 $307K 0.02% 0 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,293 $306K 0.01% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,287 $305K 0.04% -300 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,284 $304K 0.06% -45 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,283 $304K 0.02% -160 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,279 $303K 0.01% +117 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 1,278 $303K 0.06% new 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 1,278 $303K 0.26% 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,277 $302K 0.01% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,276 $302K 0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,271 $301K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,269 $301K 0.05% -397 13F-HR Timeline CHAPIN DAVIS, INC. 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More: the full row for HAZLETT, BURT & WATSON, INC. 1,254 $298K 0.13% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,253 $297K 0.01% +213 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,253 $297K 0.11% -5 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,252 $297K <0.01% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,250 $296K 0.02% -143 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,244 $295K 0.03% +44 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,244 $295K 0.11% +23 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,243 $294K 0.12% -5,593 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 1,235 $293K 0.02% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,234 $292K <0.01% -100 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,238 $291K 0.02% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,225 $290K 0.1% -4 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,221 $289K 0.11% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,400 $289K 0.1% -4 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 1,215 $288K 0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,213 $287K 0.43% 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,210 $287K 0.21% +180 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,206 $286K 0.11% -667 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,203 $285K 0.02% -22 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,202 $285K 0.02% -18 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,200 $284K 0.08% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,200 $284K 0.08% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,197 $284K 0.39% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,194 $283K 0.02% -4 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,189 $282K 0.27% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,187 $281K 0.02% +194 13F-HR/A Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,185 $281K 0.04% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,183 $280K 0.08% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,181 $280K 0.02% -49 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,174 $278K 0.02% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,170 $277K 0.02% -145 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,167 $276K 0.01% -80 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,165 $276K 0.03% -212 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,163 $275K 0.05% +43 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,157 $274K 0.01% +76 13F-HR Timeline