MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,347 $383K 0.16% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,338 $381K 0.01% -153 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,317 $378K 0.02% -196 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,311 $377K 0.07% +400 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,301 $375K +2 Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,300 $375K 0.01% 0 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,297 $375K 0.22% -160 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,093 $374K 0.09% +122 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,290 $374K 0.3% +150 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 2,285 $373K 0.08% -140 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,260 $372K 0.05% -193 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,275 $371K 0.06% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,273 $371K 0.02% +153 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,265 $369K 0.02% +98 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,253 $368K 0.02% -91 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,253 $368K 0.01% -616 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,248 $367K 0.01% 0 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,235 $365K 0.01% -883 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 2,227 $363K <0.01% 0 13F-HR/A Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,221 $362K 0.03% +194 13F-HR Timeline Group TKG Advisors, LLC More: the full row for TKG Advisors, LLC 2,221 $362K 0.15% +19 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,210 $362K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,209 $360K 0.02% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,209 $360K 0.05% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,189 $357K 0.03% +40 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,183 $356K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,183 $356K 0.02% +15 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,168 $354K 0.03% +300 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,158 $352K 0.05% -37 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,151 $351K <0.01% +87 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,147 $350K 0.11% +800 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,065 $350K 0.12% -1,999 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,137 $349K 0.13% -194 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,135 $348K 0.02% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,130 $347K 0.1% +54 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,118 $345K 0.04% -28 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,116 $345K 0.03% +153 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,112 $344K 0.01% +161 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,090 $341K 0.02% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,088 $341K 0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,080 $339K 0.09% +65 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,070 $338K 0.01% +149 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,060 $336K 0.01% -45 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,050 $334K 0.04% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,048 $334K 0.14% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,041 $334K 0.05% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,025 $334K 0.01% +289 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,040 $333K 0.02% -145 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,038 $332K 0.05% +16 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,036 $332K 0.02% -24 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 2,036 $332K <0.01% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,030 $331K 0.01% +1 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,026 $330K 0.02% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,024 $330K 0.08% -176 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,024 $330K 0.03% +19 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,816 $330K 0.01% +21 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,022 $330K <0.01% -3,302 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,015 $330K 0.02% -8 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,018 $329K 0.05% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,016 $329K <0.01% +178 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,016 $329K 0.11% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,011 $328K 0.07% +69 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,865 $327K 0.01% +8 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,005 $327K 0.02% +298 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,000 $326K 0.03% 0 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,995 $325K 0.19% -244 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,981 $323K 0.01% +10 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,975 $322K 0.02% -39 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,974 $322K 0.01% +9 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,962 $320K 0.09% -276 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,957 $319K 0.19% -61 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,957 $319K 0.06% +14 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,943 $318K 0.07% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,948 $318K 0.01% +39 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,936 $316K 0.07% 0 13F-HR/A Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 1,931 $315K 0.18% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,917 $313K 0.01% -2,533 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,912 $312K 0.07% new 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 1,911 $312K 0.02% -1,058 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,908 $311K 0.17% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,901 $310K <0.01% +362 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,898 $310K 0.04% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,896 $309K 0.03% -700 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,895 $309K 0.12% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,897 $309K 0.02% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,883 $307K 0.1% -68 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 1,868 $305K 0.04% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,861 $304K 0.02% 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,858 $303K 0.05% -11 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,855 $303K 0.13% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 1,846 $301K 0.11% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,842 $300K 0.01% +39 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,841 $300K 0.08% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,832 $299K 0.11% -136 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,821 $297K 0.01% +1 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,818 $297K 0.22% +14 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,814 $296K 0.04% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,803 $294K 0.01% -25 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,800 $294K 0.13% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,800 $294K 0.02% 0 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,800 $294K 0.08% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,790 $292K 0.02% +20 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,785 $291K 0.08% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,776 $290K 0.01% +692 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,777 $289K 0.12% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,769 $289K <0.01% +236 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,761 $287K 0.01% -179 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,753 $286K 0.02% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,750 $285K 0.04% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,750 $285K 0.01% +42 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,745 $285K 0.02% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,745 $285K 0.09% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,740 $284K 0.12% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,734 $283K 0.03% +13 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,733 $283K 0.03% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,668 $282K 0.02% +25 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,724 $281K 0.01% -1 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,723 $281K <0.01% -39 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,717 $280K 0.02% +3 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,710 $279K 0.03% +31 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,710 $279K 0.02% -474 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,700 $277K 0.02% -500 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,698 $277K 0.02% -300 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,697 $277K 0.05% +97 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $275K 0.12% -1,743 13F-HR Timeline Amount filed as zero, left out of ratios. EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,676 $274K 0.01% +129 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,678 $274K 0.03% -2 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,673 $273K +1,541 Timeline Security National Bank More: the full row for Security National Bank 1,668 $272K 0.04% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,531 $272K 0.01% +61 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,666 $272K 0.02% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,652 $270K 0.07% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,651 $269K 0.01% 0 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 1,650 $269K 0.05% -364 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,645 $268K 0.01% -11,614 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,643 $268K 0.02% -37 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,642 $268K 0.01% +8 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,613 $266K 0.03% +26 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,627 $265K 0.08% 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,621 $264K 0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,620 $264K 0.05% -490 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,618 $264K 0.03% new 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,615 $263K 0.02% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,614 $263K 0.04% +18 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,608 $262K 0.08% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,602 $261K <0.01% +212 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,588 $259K 0.02% -196 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,587 $259K 0.01% +104 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,584 $258K 0.03% +5 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,579 $258K 0.03% +5 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 1,573 $257K 0.1% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,570 $256K 0.01% -200 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,567 $256K 0.23% 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,553 $253K <0.01% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,549 $253K 0.01% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,543 $252K 0.03% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,541 $251K 0.06% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,529 $249K 0.01% -31 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,527 $249K <0.01% +11 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 1,522 $248K 0.04% +4 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,515 $247K 0.01% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,504 $245K 0.01% +9 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,500 $245K 0.06% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,500 $245K 0.02% -8 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,486 $242K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,486 $242K 0.05% 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,473 $240K <0.01% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,470 $240K 0.01% -50 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,466 $239K 0.07% -430 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,466 $239K 0.01% -154 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,410 $239K 0.13% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,465 $239K 0.06% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,450 $236K 0.01% new 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 1,446 $236K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,439 $235K 0.01% new 13F-HR Timeline Group LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,432 $234K 0.03% -3,816 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,410 $230K <0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,409 $230K <0.01% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,400 $228K 0.02% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,398 $228K 0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,396 $228K <0.01% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,392 $227K 0.2% -135 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,389 $226K <0.01% new 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,385 $226K 0.06% -402 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,330 $225K <0.01% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,380 $225K 0.02% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,368 $223K 0.02% new 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,360 $222K 0.04% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,359 $222K 0.02% -157 13F-HR Timeline Group Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 1,359 $222K 0.06% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,357 $221K 0.02% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,350 $220K 0.01% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,347 $220K 0.04% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,347 $220K 0.02% +8 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,346 $220K 0.03% -433 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 1,346 $220K 0.01% new 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,340 $219K 0.08% new 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,340 $219K 0.13% new 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,338 $218K 0.07% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,335 $218K 0.05% -164 13F-HR Timeline