Grove Bank & Trust More: the full row for Grove Bank & Trust 1,732 $490K 0.07% +600 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,732 $490K 0.5% -78 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,727 $489K 0.18% -1,557 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,727 $489K 0.23% +93 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 1,724 $488K 0.06% -30 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,767 $487K 0.51% -550 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,705 $482K 0.06% +103 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,704 $482K 0.1% +6 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,697 $480K 0.06% -1,844 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,880 $480K 0.33% -561 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,696 $480K 0.11% +1 13F-HR/A Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,691 $479K 0.05% new 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,691 $479K 0.35% -250 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,687 $477K 0.02% -15 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,685 $477K 0.04% +1,684 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,685 $477K 0.03% -107 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,682 $476K 0.02% +22 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,684 $476K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,681 $476K 0.24% +35 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,675 $474K 0.15% +8 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,660 $470K 0.08% +207 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,656 $469K 0.03% +56 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,654 $468K 0.27% +4 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 1,653 $468K 0.19% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,653 $468K 0.05% -30 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,639 $464K 0.02% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,635 $463K 0.03% +274 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,614 $457K 0.1% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,614 $457K 0.33% 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,613 $456K 0.05% -101 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,586 $454K 0.02% +115 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,598 $452K 0.58% +79 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,597 $452K 0.24% -819 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,596 $452K 0.31% -150 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,591 $450K 0.08% -16 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,580 $449K 0.12% +6 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,587 $449K <0.01% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,586 $449K 0.02% +279 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,586 $449K 0.01% -16,705 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,583 $448K 0.04% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,581 $447K 0.08% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,575 $446K 0.1% +47 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 1,575 $446K 0.23% -75 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,571 $445K 0.04% -2,203 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,552 $439K 0.45% +1 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,550 $439K 0.25% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,545 $437K 0.01% +574 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,535 $434K 0.21% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,530 $433K 0.08% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,530 $433K 0.51% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,518 $430K 0.06% +8 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,509 $427K 0.44% +116 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,508 $427K 0.32% -13 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,511 $426K 0.04% -275 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,503 $425K 0.01% -69 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,500 $425K -161 Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,495 $423K 0.36% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,493 $423K 0.04% +445 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,491 $422K <0.01% 0 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,485 $420K 0.07% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,478 $418K 0.27% 0 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,471 $416K 0.24% +1 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,460 $413K 0.06% +5 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,460 $413K 0.06% +51 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,456 $412K 0.13% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,456 $412K 0.04% -30 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 1,452 $411K 0.22% +203 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,448 $410K 0.08% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,441 $408K 0.03% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,437 $407K 0.19% +144 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,436 $406K <0.01% -427 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,431 $405K 0.03% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,429 $404K 0.16% -214 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,428 $404K 0.01% 0 13F-HR Timeline SPEECE THORSON CAPITAL GROUP INC More: the full row for SPEECE THORSON CAPITAL GROUP INC 1,426 $404K 0.08% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,423 $403K 0.04% -301 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,418 $401K 0.04% +27 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 1,413 $400K 0.29% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,411 $399K 0.01% +75 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,400 $396K 0.19% +60 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,398 $396K 0.05% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,396 $395K 0.12% +88 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,602 $395K 0.03% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,394 $395K 0.05% -11 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,394 $394K 0.04% +91 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,374 $389K 0.05% -28 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,372 $388K 0.07% +44 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,371 $388K 0.06% -200 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,369 $387K 0.07% +80 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,368 $387K 0.01% +11 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,359 $385K 0.05% -7,026 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,355 $383K 0.23% +244 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,396 $383K 0.01% -982 13F-HR Timeline Group Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 1,350 $382K 0.25% +5 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,346 $381K 0.28% +4 13F-HR/A Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,342 $380K 0.16% +308 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,342 $380K 0.2% +36 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,338 $379K 0.18% -616 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,337 $378K 0.09% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,329 $376K 0.01% -1,413 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,328 $376K 0.06% +539 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,328 $376K 0.07% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,328 $376K 0.01% -290 13F-HR/A Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,325 $375K 0.1% +276 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,323 $374K 0.01% -119 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,322 $374K 0.01% -492 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 1,320 $374K 0.28% 0 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 1,308 $370K 0.12% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,308 $370K 0.03% +59 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,291 $370K 0.33% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,304 $369K 0.12% +11 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,366 $368K 0.03% +76 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,301 $368K 0.18% +8 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,300 $368K 0.14% -2 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,299 $368K <0.01% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,294 $366K 0.05% +9 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,280 $362K 0.38% -93 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 1,273 $360K 0.33% -262 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,271 $360K 0.14% +84 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,267 $359K 0.04% -37 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,267 $359K 0.08% -90 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,266 $358K 0.03% -337 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,264 $358K 0.01% +237 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,262 $357K -94 Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,257 $356K 0.02% +1 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,257 $356K 0.01% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,247 $353K 0.15% +1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,245 $352K 0.01% -276 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 1,242 $352K 0.1% +1 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,241 $351K 0.01% +31 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,240 $351K 0.05% +1 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 1,240 $351K 0.04% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,239 $351K 0.05% -53 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,234 $349K 0.02% +42 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,233 $349K 0.05% +195 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,230 $348K <0.01% -170 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 1,225 $347K 0.06% -62 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,223 $346K 0.13% +77 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,222 $346K 0.23% -443 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,220 $345K 0.15% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,220 $345K 0.01% -2,000 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,219 $345K 0.14% +91 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,214 $344K 0.09% -42 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,212 $343K 0.04% +49 13F-HR/A Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,207 $341K 0.1% +147 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,206 $341K 0.05% +31 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,201 $340K 0.05% +79 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,200 $340K 0.02% +5 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,200 $339K 0.1% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,199 $339K 0.09% +51 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 1,190 $339K 0.26% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,195 $338K 0.03% -99 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,190 $337K 0.11% -21 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,287 $335K 0.15% +37 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,180 $334K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,179 $334K 0.08% +817 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,174 $332K 0.07% 0 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 1,159 $328K 0.08% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,157 $327K 0.05% +56 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,149 $325K 0.07% -33 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,145 $324K 0.15% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,145 $324K 0.03% -81 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,142 $323K 0.13% +40 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,137 $322K 0.02% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,137 $322K 0.04% +250 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,134 $321K 0.01% +15 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,134 $321K 0.03% +68 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,131 $320K 0.01% -5 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,130 $320K 0.03% -22,906 13F-HR/A Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 1,125 $318K 0.29% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,121 $317K 0.04% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,100 $316K 0.08% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,113 $315K 0.02% +7 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,113 $315K 0.09% -4,223 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,108 $314K 0.04% +302 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,106 $313K 0.03% +47 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,105 $313K 0.03% +129 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,100 $311K 0.25% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,097 $310K 0.05% +55 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,097 $310K <0.01% new 13F-HR/A Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,095 $310K 0.02% +83 13F-HR/A Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,094 $310K 0.07% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,090 $308K 0.06% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,090 $308K 0.91% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,085 $307K 0.02% +8 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,079 $305K 0.02% -249 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,079 $305K 0.01% -2,742 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,078 $305K 0.07% +241 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,078 $305K 0.11% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,075 $304K 0.05% +76 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,072 $303K 0.04% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,072 $303K 0.04% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,071 $303K 0.01% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,070 $303K 0.01% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,070 $303K 0.18% 0 13F-HR Timeline Group FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 1,067 $302K 0.07% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,060 $300K 0.08% +14 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,057 $299K 0.14% +57 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,055 $299K 0.05% +41 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,046 $296K 0.02% +2 13F-HR Timeline