Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,542 $283K 0.04% -542 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,565 $282K 0.12% +63 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,543 $281K 0.03% +4,163 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 4,482 $278K 0.19% -268 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,436 $275K 0.03% -431 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,421 $274K 0.01% -280 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,379 $271K 0.07% -240 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,354 $270K 0.05% -105 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,347 $269K 0.08% -3,567 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 4,346 $269K 0.08% +7 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,334 $269K <0.01% -2,614 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 4,317 $267K 0.22% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,295 $266K 0.08% -291 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,264 $264K 0.02% -3,492 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,248 $263K <0.01% +937 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,247 $263K 0.01% +831 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 4,233 $262K 0.16% +318 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,226 $262K 0.02% -342 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,212 $261K 0.08% +60 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,199 $260K 0.1% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 4,174 $259K 0.12% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,154 $257K 0.01% -156 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,150 $257K 0.01% +422 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,136 $256K 0.01% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 4,106 $254K <0.01% -215 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 4,102 $254K 0.07% +50 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,100 $254K 0.04% -68 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,094 $254K 0.11% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,072 $252K 0.04% -110 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,067 $252K <0.01% -894 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,045 $251K 0.13% -247 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 4,041 $250K 0.29% +79 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 4,035 $250K 0.13% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,034 $250K 0.01% +63 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,006 $248K 0.22% +2,801 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,004 $248K <0.01% new 13F-HR Timeline Group Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,960 $245K 0.08% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,935 $244K 0.05% +200 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,934 $244K 0.1% +273 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,930 $244K 0.1% 0 13F-HR Timeline Group DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 3,930 $244K 0.17% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,927 $243K 0.02% +346 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,901 $242K 0.12% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 3,895 $241K 0.01% -1,139 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,873 $240K 0.01% +209 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,861 $239K 0.01% -416 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,853 $239K 0.1% -119 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,816 $236K 0.02% +75 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,808 $236K 0.14% +4 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,801 $236K 0.07% +74 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,799 $235K 0.01% -993 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,666 $235K 0.17% -225 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,784 $234K 0.04% +2 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,777 $234K <0.01% -197 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,775 $234K 0.07% -333 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 3,770 $234K 0.14% -274 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,744 $232K 0.02% -97 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,743 $232K 0.04% -1,467 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,727 $231K 0.02% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,711 $230K 0.05% +6 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,680 $228K 0.02% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,679 $228K 0.03% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,675 $228K 0.06% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,668 $227K 0.13% -492 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,663 $227K <0.01% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 3,661 $226K <0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,652 $226K 0.01% +66 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,639 $225K 0.02% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,625 $225K 0.05% -50 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,504 $224K <0.01% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,609 $224K 0.01% -457 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 3,603 $223K 0.04% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,600 $223K 0.2% -26 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 3,595 $223K 0.02% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,594 $223K <0.01% -3,571 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,594 $223K 0.01% +95 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,591 $222K 0.01% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,576 $222K 0.06% -13,362 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,557 $220K 0.15% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,545 $220K 0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,535 $219K 0.01% -1,794 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,531 $219K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,520 $218K 0.01% -283 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 3,508 $217K 0.16% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,504 $217K 0.02% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,478 $215K 0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,471 $215K 0.04% new 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 3,440 $214K 0.16% -158 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,455 $214K 0.01% +1,043 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,454 $214K 0.04% -911 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,453 $214K 0.01% -141 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,453 $214K 0.15% +37 13F-HR Timeline Silver Lake Group, L.L.C. in group Silver Lake Group, L.L.C. More: the full row for Silver Lake Group, L.L.C. 3,450 $214K <0.01% 0 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,448 $214K 0.02% -7 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,434 $213K 0.02% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 3,426 $212K <0.01% -70 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,423 $212K 0.03% +44 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,420 $212K 0.02% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,419 $212K <0.01% +22 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,412 $211K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,408 $211K 0.03% -40 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 3,387 $211K 0.09% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,398 $211K 0.01% -4 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,364 $208K 0.16% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,346 $207K 0.03% -670 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,200 $207K 0.13% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,340 $207K <0.01% new 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,335 $207K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,324 $206K 0.05% 0 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,324 $206K 0.06% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,320 $206K 0.09% new 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 3,307 $205K 0.01% new 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 3,304 $205K 0.02% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,266 $202K 0.01% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,261 $202K <0.01% -797 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,255 $202K 0.11% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,254 $202K 0.02% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,248 $201K 0.01% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,248 $201K 0.05% new 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 3,198 $198K 0.07% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,162 $196K 0.08% +788 13F-HR Timeline City State Bank More: the full row for City State Bank 3,054 $189K 0.04% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,050 $189K 0.02% -52 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 2,919 $181K 0.15% +6 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,873 $179K 0.08% +137 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,760 $171K 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 2,707 $168K 0.04% +3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,691 $167K 0.01% +152 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,656 $165K 0.03% +295 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,621 $162K <0.01% -1,431 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,608 $162K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,580 $160K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,558 $158K 0.01% +1,413 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,536 $157K 0.09% +7 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,430 $151K <0.01% +2,000 13F-HR Timeline MOTCO More: the full row for MOTCO 2,422 $150K 0.01% -65 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,418 $150K <0.01% -422 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,374 $147K 0.06% -91 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,307 $143K 0.01% -141 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 2,243 $139K 0.11% +102 13F-HR/A Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,210 $137K <0.01% new 13F-HR/A Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,201 $136K 0.04% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 2,190 $136K 0.06% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,182 $135K 0.06% +611 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,154 $134K <0.01% +1,933 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,156 $134K <0.01% -4,647 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,122 $131K <0.01% new 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,091 $130K <0.01% +74 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,011 $125K 0.03% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 2,000 $124K 0.02% 0 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 2,000 $124K 0.08% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,971 $122K 0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,946 $121K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,933 $120K 0.03% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,910 $118K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,879 $116K 0.02% +994 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,873 $116K 0.04% -382 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 2,025 $114K 0.1% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,837 $114K 0.01% -6 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,834 $114K 0.04% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,825 $113K 0.02% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,803 $112K 0.01% +77 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,785 $111K 0.04% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,778 $110K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,688 $105K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,667 $103K 0.02% +406 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,666 $103K <0.01% -498 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,648 $102K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,621 $100K 0.01% -38 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,600 $99.1K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,597 $99K 0.02% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,576 $97.7K 0.02% +21 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,537 $95.2K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,535 $95K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,429 $89K <0.01% -278 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,381 $85.9K <0.01% +22 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,382 $85.6K 0.07% -40 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,324 $84.5K 0.03% -100 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,363 $84.5K 0.02% +59 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 1,309 $81.1K 0.02% 13F-HR Timeline TOBAM More: the full row for TOBAM 1,292 $80K 0.02% +164 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,217 $75.4K 0.01% +794 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,203 $74.5K 0.01% +5 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,200 $74.4K 0.02% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,181 $73K <0.01% +178 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,156 $71.6K <0.01% +313 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,146 $71K 0.01% +27 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,150 $71K 0.02% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,142 $71K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,121 $69.4K 0.02% -89 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,100 $68.2K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,100 $68.2K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,083 $67.1K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,080 $66.9K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,060 $65.7K <0.01% -550 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,054 $65.3K 0.04% -63 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,040 $65K 0.04% +140 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,045 $64.8K 0.03% +3 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,045 $64.7K 0.03% +968 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,039 $64K 0.01% -49 13F-HR Timeline