Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,156 $274K <0.01% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,155 $274K 0.03% -41 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,155 $273K 0.02% +1,154 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,150 $272K 0.07% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,151 $270K 0.17% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,136 $269K 0.04% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,134 $269K 0.03% +122 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,123 $266K <0.01% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,121 $266K 0.06% new 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 1,120 $265K 0.06% -1,971 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,103 $261K <0.01% +70 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,100 $261K 0.04% -200 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 1,100 $261K 0.14% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,097 $260K 0.02% +7 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,089 $258K 0.01% +26 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 1,181 $258K 0.22% +6 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,082 $256K 0.02% -125 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,081 $256K 0.02% -3 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,080 $256K 0.03% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,079 $256K 0.01% +141 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,071 $254K 0.15% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,071 $254K 0.03% +71 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,070 $253K 0.1% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,069 $253K 0.01% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,063 $252K 0.06% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,060 $251K 0.17% +1 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,060 $251K 0.01% -2 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,062 $251K 0.11% +31 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,059 $251K 0.02% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,059 $251K 0.03% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,058 $251K 0.04% +120 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,057 $250K 0.07% -2 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,057 $250K 0.17% +6 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,055 $250K 0.02% new 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,054 $250K 0.11% +173 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,051 $249K 0.16% -114 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,051 $249K 0.07% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,050 $249K 0.07% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,120 $248K 0.02% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,048 $248K 0.27% 0 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,046 $248K 0.02% +3 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,045 $248K 0.02% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,043 $247K 0.02% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,042 $247K 0.11% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,042 $247K 0.04% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,042 $247K 0.14% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,041 $247K 0.16% +1 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,041 $247K 0.01% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,040 $246K 0.02% +112 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,039 $246K 0.02% +100 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,037 $246K 0.17% +23 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,031 $244K 0.06% +4 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 1,028 $243K 0.01% -52 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,019 $241K 0.08% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,090 $241K 0.05% +38 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,016 $241K 0.06% -723 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,013 $240K 0.02% +61 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,013 $240K 0.08% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,018 $239K 0.08% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,003 $238K 0.06% -60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,000 $237K 0.02% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,000 $237K 0.18% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,000 $237K 0.01% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,000 $237K 0.02% 0 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 1,000 $237K 0.11% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,000 $237K 0.06% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,000 $237K 0.21% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,000 $237K 0.23% 0 13F-HR/A Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 998 $236K 0.21% +2 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 997 $236K 0.09% -154 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 994 $235K 0.03% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 988 $234K 0.02% +5 13F-HR/A Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 989 $234K 0.13% -103 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 987 $234K 0.01% -78 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 986 $233K 0.01% new 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 983 $233K 0.12% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 977 $231K 0.06% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 974 $231K 0.02% +14 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 974 $231K 0.01% -152 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 971 $230K 0.02% -34 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 971 $230K 0.22% +5 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,042 $230K 0.08% +1 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 970 $230K 0.04% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 969 $230K 0.1% +834 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 964 $228K 0.16% 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 962 $228K 0.03% -19 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 962 $228K 0.1% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 962 $228K 0.05% +89 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 956 $226K 0.2% +45 13F-HR Timeline SAXON INTERESTS, INC. 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More: the full row for Palogic Value Management, L.P. 900 $213K 0.09% 0 13F-HR/A Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 900 $213K 0.12% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 900 $213K 0.08% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 900 $213K 0.16% -1,798 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 900 $213K 0.06% -22 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 899 $213K 0.02% -24 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 899 $213K 0.18% 0 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 895 $212K 0.16% -44 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 895 $212K 0.05% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 895 $212K 0.05% +5 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 895 $212K 0.12% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 888 $210K 0.02% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 884 $209K 0.01% +57 13F-HR Timeline Group ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 884 $209K 0.12% -6 13F-HR Timeline Zullo Investment Group, Inc. 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More: the full row for SC&H Financial Advisors, Inc. 862 $204K 0.04% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 862 $204K 0.1% 0 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 861 $204K 0.05% -30 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 860 $204K 0.05% -34 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 859 $203K 0.02% -10 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 858 $203K 0.02% -362 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 854 $202K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 853 $202K <0.01% -118 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 851 $202K 0.02% -217 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 851 $202K 0.02% new 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 850 $201K 0.03% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 850 $201K 0.07% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 850 $201K 0.08% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 850 $201K 0.15% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 848 $201K <0.01% new 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 847 $201K <0.01% -5,607 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 846 $200K 0.04% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 846 $200K 0.02% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 835 $198K 0.04% +3 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 825 $195K 0.02% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 820 $194K 0.11% -13 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 800 $189K 0.05% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 797 $189K 0.05% -160 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 790 $187K 0.07% -15 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 789 $187K 0.08% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 785 $186K 0.04% -166 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 784 $186K 0.02% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 750 $178K 0.07% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 741 $176K 0.07% -36 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 724 $171K <0.01% new 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 721 $171K 0.13% +50 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 710 $168K 0.02% +64 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 703 $167K 0.04% +31 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 696 $165K 0.11% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 682 $162K 0.12% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 680 $161K 0.01% +2 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 680 $161K 0.13% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 677 $160K 0.02% -23 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 676 $160K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 656 $155K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 650 $154K 0.08% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 657 $151K 0.12% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 623 $148K 0.06% +2 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 692 $144K 0.1% -207 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 606 $144K 0.12% +6 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 604 $143K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 595 $141K 0.02% +402 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 594 $141K 0.03% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 586 $139K 0.01% -7,447 13F-HR/A Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 578 $137K 0.02% +3 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 578 $137K 0.02% +189 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 574 $136K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 571 $135K 0.05% -304 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 236 $132K 0.09% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 548 $130K <0.01% +16 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 544 $129K <0.01% +13 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 525 $124K <0.01% -46,471 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 522 $123K 0.11% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 517 $122K 0.03% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 515 $122K 0.05% +30 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 508 $120K 0.02% +100 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 507 $120K 0.02% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 501 $119K 0.01% -79 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 500 $118K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 500 $118K 0.05% 0 13F-HR Timeline