Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,562 $965K 0.35% +154 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 6,533 $961K 0.39% +536 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,529 $961K 0.06% +430 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 6,529 $961K 0.8% +509 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,528 $960K 0.05% -174 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,525 $960K -285 Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6,524 $960K 0.01% +192 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,511 $958K 0.12% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,488 $955K 0.1% -19,460 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 6,487 $954K 0.56% +2,003 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 6,487 $954K 0.01% -90,490 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 6,471 $952K 0.16% -1,944 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 4,888 $951K 0.56% -121 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,462 $951K 0.13% -134 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 5,889 $950K 0.18% +1,418 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 6,456 $950K 0.14% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,445 $948K 0.16% +1,667 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,436 $947K 0.13% +104 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 6,422 $945K 0.19% +111 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,414 $944K 0.31% -364 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,409 $943K 0.04% -852 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 6,396 $941K 0.98% 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 6,376 $938K 0.1% 0 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 6,371 $937K 0.21% -187 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 6,363 $936K 0.26% -5,570 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,359 $936K 0.05% +409 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 6,359 $935K 0.51% +1,140 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,347 $934K 0.11% -1,958 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,336 $932K 0.09% +831 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 6,335 $932K 0.1% +422 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,327 $931K 0.39% -82 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,326 $931K 0.08% +959 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 6,310 $928K 0.61% +1,380 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,275 $923K 0.41% +184 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,270 $922K 0.18% -774 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,267 $922K 0.11% +667 13F-HR/A Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 6,266 $922K 0.14% +1,672 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 6,257 $920K 0.27% +67 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,256 $920K 0.1% +451 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,251 $920K 0.05% +1,477 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 6,246 $919K 0.08% -645 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,245 $919K 0.1% +3,546 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 6,244 $919K +2,861 Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,234 $917K 0.25% -268 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,219 $915K 0.05% -297 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 6,210 $914K 0.15% +3,926 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 6,205 $913K 0.19% +1,687 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 6,199 $912K 0.31% -6 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,196 $912K 0.13% +565 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 6,190 $911K 0.07% -18,837 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 6,176 $909K 0.09% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,172 $908K 0.35% 13F-HR/A Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,160 $906K 0.1% -770 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,159 $906K 0.23% +220 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 6,155 $905K 0.05% +37 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $902K 0.51% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,131 $902K 0.21% -441 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 6,129 $902K 0.91% -200 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 6,125 $901K 0.84% +664 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 6,112 $899K 0.65% -307 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 6,110 $899K 0.23% +1,027 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 6,100 $897K 0.25% -19 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,097 $897K 0.53% +8 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,092 $896K 0.02% -50 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,090 $896K 0.06% -484 13F-HR Timeline TLWM More: the full row for TLWM 6,079 $894K 0.16% +218 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,063 $892K 0.29% +170 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,059 $891K 0.08% +675 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,058 $891K 0.07% +125 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 6,415 $890K 0.61% +1,175 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 6,000 $883K 0.13% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 6,000 $883K 0.08% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 6,000 $883K 0.28% +2,100 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,998 $882K 0.1% -61 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,992 $881K 0.17% -167 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,988 $881K 0.01% -5,876 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 5,986 $881K 0.12% -194 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 5,981 $880K 0.16% +1,488 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,980 $880K 0.05% -6,727 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 5,967 $878K 0.44% -115 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,964 $877K 0.02% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,914 $870K 0.08% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,912 $870K 0.36% +922 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 5,898 $868K 0.07% -27 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,897 $868K 0.2% +1,097 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,894 $867K 0.37% -145 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 5,881 $865K 0.13% +99 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 5,880 $865K 0.16% -522 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,876 $864K 0.06% +3,784 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,871 $864K 0.1% -700 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,865 $863K 0.17% -4,261 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,855 $861K 0.08% -550 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 6,200 $861K 0.04% -1,800 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,849 $860K 0.11% -147 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 5,848 $860K 0.08% +510 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,838 $859K 0.53% -3,009 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,833 $858K 0.16% +3,424 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 5,856 $857K 0.32% +30 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 5,819 $856K 0.13% -271 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,815 $856K 0.13% -40 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 36 $855K 0.21% -50 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 5,810 $855K 0.66% -61 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 5,804 $854K 0.12% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Barton Investment Management More: the full row for Barton Investment Management 5,785 $851K 0.11% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,783 $851K 0.13% -732 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 5,776 $850K 0.1% -85 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 5,774 $849K 0.45% +104 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 5,753 $846K 0.24% +88 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,749 $846K 0.09% +1,599 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 5,744 $845K 0.49% +1,080 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,739 $844K 0.03% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,743 $844K 0.18% -74 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 5,733 $843K 0.58% -554 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 5,725 $842K 0.71% -20 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,712 $840K 0.03% -696 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 5,710 $840K 0.49% +200 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 5,705 $839K 0.16% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,691 $837K 0.01% -1,968 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 5,659 $832K 0.07% -3,104 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,657 $832K 0.19% +814 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,655 $832K 0.2% +4,577 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,642 $830K 0.03% -1,491 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,624 $827K 0.06% +173 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,607 $825K 0.05% -357 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,589 $822K 0.31% +849 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 5,589 $822K 0.44% +15 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 5,581 $821K 0.79% +2 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 5,576 $820K 0.11% +25 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,570 $819K 0.28% -5,347 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,566 $819K 0.14% -456 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 5,565 $819K 0.49% -34 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 5,560 $818K 0.09% +14 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,555 $817K 0.13% +205 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 5,536 $814K 0.35% +44 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,534 $814K 0.08% -2,217 13F-HR Timeline MOTCO More: the full row for MOTCO 5,529 $813K 0.08% -1,101 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 5,525 $813K 0.16% -684 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,193 $813K 0.31% +65 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 5,518 $812K 0.78% -370 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,512 $811K 0.42% -781 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 5,504 $810K 0.09% +25 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,503 $810K 0.2% -26 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 5,500 $809K 0.95% +500 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 5,500 $809K 0.91% +1,008 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 4,149 $809K 0.5% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,486 $807K 0.57% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 5,471 $805K 0.49% +79 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 5,435 $799K 0.12% -568 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 5,429 $799K 0.56% +95 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,429 $799K 0.06% -435 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 5,407 $795K 0.33% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,402 $795K 0.14% +90 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,400 $794K 0.33% +1,500 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,394 $794K 0.04% +427 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,388 $793K 0.11% +56 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,385 $792K 0.17% -265 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 5,381 $792K 0.29% -24 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 5,355 $788K 0.33% +19 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,827 $787K 0.11% +10 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,345 $786K 0.16% +977 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,339 $785K 0.15% -22 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,322 $783K 0.05% -754 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 5,320 $783K 0.18% +76 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 5,311 $781K 0.4% +1,005 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,309 $781K 0.06% -1,044 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,293 $779K 0.07% +879 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,288 $778K 0.09% +2,224 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 5,284 $777K <0.01% -166,146 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,272 $776K 0.06% +144 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 5,262 $774K 0.59% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,245 $772K 0.05% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 5,232 $770K 0.21% -10 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,231 $770K 0.37% -371 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 5,234 $769K 0.06% -245 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 5,222 $767K 0.15% new 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 5,216 $767K 0.73% -250 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,211 $767K 0.3% +12 13F-HR/A Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 5,207 $766K 0.32% -91 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,204 $766K 0.13% -408 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,201 $765K 0.05% -542 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 5,201 $765K 0.25% +1,513 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,197 $765K 0.52% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,193 $764K 0.05% -948 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,192 $764K 0.07% +114 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,192 $764K 0.08% +640 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,182 $762K 0.35% +131 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 5,179 $762K 0.38% -80 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,170 $761K 0.17% +91 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,163 $760K 0.17% +225 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,160 $759K 0.27% +203 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 5,160 $759K 0.03% +2,998 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 5,156 $758K 0.25% -32 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 5,153 $758K 0.47% -248 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 5,152 $758K 0.43% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 5,152 $758K 0.13% +10 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,149 $758K 0.1% +40 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,149 $757K 0.06% -13 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,149 $757K 0.19% +1,215 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,144 $757K 0.03% -1,244 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 5,121 $753K 0.19% +438 13F-HR Timeline