Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,578 $269K 0.03% +281 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,578 $269K 0.08% +48 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,572 $268K 0.03% -38 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,572 $268K 0.04% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,572 $268K 0.04% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,572 $268K 0.05% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 1,568 $268K 0.06% -514 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 1,560 $266K 0.4% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,560 $266K 0.01% new 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,557 $266K 0.01% +692 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 1,556 $266K 0.02% +64 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,550 $264K 0.16% -50 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,546 $264K 0.1% -284 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 1,540 $263K 0.03% +272 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,532 $261K 0.01% +8 13F-HR Timeline ROANOKE ASSET MANAGEMENT CORP/ NY More: the full row for ROANOKE ASSET MANAGEMENT CORP/ NY 1,530 $261K 0.09% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,529 $261K 0.03% +157 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,528 $261K <0.01% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,526 $260K 0.08% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,524 $260K 0.05% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,522 $260K 0.07% +16 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,520 $259K 0.03% +246 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,519 $259K 0.17% -1,471 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,515 $259K 0.05% -6 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,513 $258K 0.07% +87 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,512 $258K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,499 $256K 0.03% +111 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,497 $255K 0.13% +137 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 1,497 $255K 0.02% -141 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,492 $255K 0.13% +80 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,491 $254K 0.19% +87 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,489 $254K 0.02% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,485 $253K 0.05% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,481 $253K 0.03% +147 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,478 $252K 0.12% -180 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,476 $252K 0.01% 0 13F-HR Timeline Group PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,470 $251K 0.09% -134 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,467 $251K 0.15% -170 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,464 $250K 0.02% +38 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,460 $249K 0.04% +110 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,457 $249K 0.05% -10 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,456 $248K 0.03% +11 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,454 $248K 0.08% new 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 1,452 $248K 0.02% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,450 $247K 0.15% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,447 $247K 0.05% +199 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,446 $247K 0.13% -180 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 1,442 $246K 0.16% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,441 $246K 0.09% +292 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,440 $246K 0.19% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,440 $246K 0.04% +266 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,438 $245K 0.03% -6 13F-HR/A Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 1,310 $245K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,434 $245K 0.11% -2 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,430 $244K 0.03% -966 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,422 $243K 0.18% +100 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,413 $241K 0.11% +83 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,400 $239K 0.03% -90 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,390 $237K 0.09% +226 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,388 $237K 0.16% +169 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 19,381 $236K 0.16% +18,255 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,385 $236K 0.02% +243 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,382 $236K 0.05% +32 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,374 $236K 0.05% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 1,380 $235K 0.05% new 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 1,380 $235K 0.05% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,379 $235K 0.11% -4,676 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,383 $235K 0.17% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,375 $235K 0.13% +93 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,368 $233K 0.06% +34 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,362 $232K 0.02% +816 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,361 $232K 0.05% +193 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,360 $232K 0.02% -216 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 1,359 $232K 0.01% -281 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,356 $231K 0.03% +178 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,355 $231K 0.04% +707 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,353 $231K 0.02% +423 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,353 $231K 0.11% +177 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,350 $230K <0.01% +176 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,344 $229K 0.11% +24 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,342 $229K 0.03% -456 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,341 $229K 0.1% +29 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,339 $228K 0.07% +5 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,339 $228K 0.08% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,334 $228K 0.13% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,330 $227K 0.12% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,326 $226K 0.02% new 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,324 $226K 0.04% -100 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,323 $226K 0.13% +115 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,320 $225K 0.02% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,320 $225K 0.04% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,320 $225K 0.07% -266 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,320 $225K 0.04% 13F-HR Timeline Group Veridan Wealth LLC More: the full row for Veridan Wealth LLC 1,320 $225K 0.1% +19 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,320 $225K 0.05% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,318 $225K 0.09% -480 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,236 $225K 0.07% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,314 $224K 0.06% +78 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,312 $224K 0.03% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,312 $224K 0.02% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,310 $224K 0.01% +66 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,309 $223K 0.03% +217 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,308 $223K 0.09% +276 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,301 $222K <0.01% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,301 $222K 0.04% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,300 $222K 0.14% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,295 $221K 0.23% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,293 $221K 0.08% +83 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,291 $220K 0.05% +33 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,288 $220K 0.06% -133 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,286 $219K 0.01% -10 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,284 $219K 0.2% -117 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,284 $219K 0.22% -6 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,281 $219K <0.01% +23 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,281 $219K 0.01% -101 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,277 $218K 0.23% -5 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,276 $218K 0.03% -14 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,275 $218K 0.12% 0 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 1,262 $215K 0.16% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,260 $215K 0.02% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,260 $215K 0.26% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,259 $215K 0.14% -923 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,258 $215K 0.07% +8 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 1,252 $214K 0.23% -1,728 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,250 $213K 0.02% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,248 $213K 0.04% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,239 $211K 0.13% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,235 $211K 0.01% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,235 $211K 0.12% -126 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 1,234 $211K 0.06% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,234 $211K 0.09% 0 13F-HR/A Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,229 $210K 0.07% -5,557 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,227 $210K 0.13% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,226 $209K 0.1% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,226 $209K 0.09% 0 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 1,225 $209K 0.11% new 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,224 $209K 0.06% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,224 $209K 0.16% 0 13F-HR/A Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,218 $208K 0.09% new 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 1,097 $206K 0.03% -542 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,208 $206K 0.03% -164 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 1,204 $205K 0.12% -26 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 1,204 $205K 0.08% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,202 $205K 0.07% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,200 $205K 0.02% +24 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,200 $205K 0.01% +768 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,200 $205K 0.03% 0 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,200 $205K 0.06% -14 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,200 $205K 0.19% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,199 $205K 0.08% -215 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,198 $204K 0.02% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,188 $203K 0.04% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,184 $202K 0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 1,180 $201K 0.05% +175 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,180 $201K 0.09% -250 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,178 $201K 0.05% +667 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,177 $201K 0.1% +11 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,175 $201K 0.23% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,174 $200K 0.09% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,173 $200K 0.11% +1 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,173 $200K 0.19% +13 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,160 $198K 0.05% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,150 $196K 0.04% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,127 $192K 0.04% -45 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,122 $191K 0.08% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,104 $188K 0.07% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,102 $188K <0.01% +1,000 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,073 $183K 0.02% -40 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,040 $177K 0.13% +190 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,020 $174K 0.03% +144 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,010 $172K 0.07% +505 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 980 $167K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 961 $164K 0.08% -65 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 960 $164K 0.02% -207 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 960 $164K 0.08% 0 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 960 $164K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 942 $161K 0.04% +134 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 882 $151K 0.01% +450 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 869 $148K 0.08% -455 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 872 $147K 0.04% +493 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 850 $145K 0.06% +788 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 756 $144K 0.14% +368 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 819 $140K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 800 $137K 0.07% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 799 $136K 0.06% +50 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 792 $135K 0.02% -144 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 774 $132K 0.07% -132 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 753 $128K 0.01% -163 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 752 $128K 0.03% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 744 $127K 0.02% +32 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 732 $125K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 728 $125K 0.06% +212 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 711 $121K 0.08% -5,457 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 706 $120K 0.09% +370 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 704 $120K 0.02% -396 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 700 $119K 0.02% -100 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 700 $119K 0.07% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 698 $119K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 692 $118K 0.01% +292 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 663 $113K <0.01% -76 13F-HR Timeline Group