McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 7,646 $1.23M 0.6% +381 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 7,639 $1.23M 0.11% +14 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 7,605 $1.22M 0.26% 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 7,588 $1.22M 1.05% 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,566 $1.21M 1.64% +12 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 7,526 $1.21M 0.22% +302 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 7,525 $1.21M 0.28% 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 7,514 $1.21M 0.44% -32 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,487 $1.2M 0.67% +132 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,455 $1.2M 0.09% -99 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 7,482 $1.2M 0.61% +816 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,461 $1.2M 0.03% +454 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 7,459 $1.2M 0.31% -914 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 7,458 $1.2M 0.64% -78 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,456 $1.2M 0.12% -113 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,358 $1.19M 0.07% -339 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 7,421 $1.19M 0.04% -179 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,417 $1.19M 0.25% +24 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 7,322 $1.17M 0.19% -134 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,310 $1.17M 0.18% -58 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 7,297 $1.17M 0.09% -1,996 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,290 $1.17M 0.17% +702 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,213 $1.17M 0.13% +241 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 7,244 $1.16M 0.65% 0 13F-HR/A Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 7,224 $1.16M 1.09% 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 7,190 $1.15M 0.2% -1,430 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,825 $1.15M 0.07% +142 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,177 $1.15M 0.07% -3,966 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,159 $1.15M 0.15% +463 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,154 $1.15M 0.21% -223 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7,140 $1.15M 0.2% +896 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 7,146 $1.15M 0.24% +691 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,110 $1.15M 0.1% +586 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 7,138 $1.14M 0.22% -646 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,125 $1.14M 0.26% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,121 $1.14M 0.07% -2,977 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 7,091 $1.14M 0.41% +2,313 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 7,077 $1.14M 1.05% 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 7,066 $1.13M 0.63% 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 7,014 $1.13M 0.46% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,996 $1.12M 0.46% -668 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,985 $1.12M 0.2% +8 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 6,979 $1.12M 0.51% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,970 $1.12M 0.27% -510 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,965 $1.12M 0.09% -207 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,950 $1.11M 0.33% 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,944 $1.11M 0.08% +752 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 6,936 $1.11M 0.04% -472 13F-HR Timeline COOKE & BIELER LP More: the full row for COOKE & BIELER LP 6,928 $1.11M 0.01% -684 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 6,924 $1.11M 0.04% -265 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 6,922 $1.11M 0.27% -1,495 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 6,908 $1.11M 0.29% -1,063 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,889 $1.1M 0.04% -621 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,885 $1.1M 0.18% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,866 $1.1M 0.06% +1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,850 $1.1M 0.02% +782 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 6,845 $1.1M 0.09% -1,170 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 6,834 $1.1M -46 Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 6,831 $1.1M 1.07% 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,829 $1.1M 0.05% -2 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,825 $1.09M 0.19% -135 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,819 $1.09M 0.16% +13 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,715 $1.09M 0.33% -260 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,776 $1.09M 0.07% +417 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,772 $1.09M 0.12% -200 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,682 $1.07M 0.08% +1,041 13F-HR/A Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 6,681 $1.07M 0.06% -468 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,679 $1.07M 0.6% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 6,669 $1.07M 0.08% 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,663 $1.07M 0.17% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,708 $1.07M 0.24% -1,416 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,661 $1.07M 0.01% -84,494 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,656 $1.07M 0.06% -233 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 6,621 $1.06M 0.53% 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 6,605 $1.06M 0.38% 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,584 $1.06M 0.02% -63 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,582 $1.06M 0.26% +254 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 6,562 $1.05M 0.04% +1,098 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,544 $1.05M 0.55% +305 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,531 $1.05M 0.1% +211 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 6,523 $1.05M 0.57% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,518 $1.05M 0.06% +648 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 6,506 $1.04M 0.33% -346 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,504 $1.04M 0.31% +80 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,502 $1.04M 0.26% -5,416 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,453 $1.04M 0.12% -242 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 6,448 $1.03M 0.04% 0 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 6,444 $1.03M 0.13% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 6,438 $1.03M 0.07% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,436 $1.03M 0.09% +539 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 6,399 $1.03M 0.06% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,390 $1.02M 0.05% +724 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 6,388 $1.02M 0.12% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 6,370 $1.02M 0.4% +1,455 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,362 $1.02M 0.08% +262 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6,339 $1.02M 0.06% -73 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 6,336 $1.02M 1.85% -10 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 6,327 $1.01M 0.08% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,254 $1.01M 0.2% +1,098 13F-HR Timeline YACKTMAN ASSET MANAGEMENT LP More: the full row for YACKTMAN ASSET MANAGEMENT LP 6,300 $1.01M 0.01% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,291 $1.01M 0.05% -333 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 6,288 $1.01M 0.3% -1,361 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,261 $1M 0.05% +778 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 6,214 $997K 0.19% +1,990 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 6,192 $993K 0.91% 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,187 $992K 0.36% -1,900 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 6,167 $989K 0.09% -30 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,167 $989K 0.1% +80 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 6,164 $989K 0.63% +36 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 6,151 $987K 0.17% -393 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,146 $986K 0.11% +952 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 6,139 $985K 0.4% +343 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,123 $982K 0.07% -1,393 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 6,110 $980K 0.12% -755 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 6,110 $980K 0.38% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 6,109 $980K 0.39% 0 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,092 $977K 0.12% +36 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 6,076 $975K 0.03% -7,994 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 6,070 $974K 0.08% 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 6,061 $972K 0.24% -353 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,044 $969K 0.19% -729 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 6,041 $969K 0.09% +261 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 6,038 $968K 0.32% -434 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 7,297 $968K 0.08% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 6,032 $968K 0.1% +87 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,946 $963K 0.17% -164 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 6,000 $962K 0.65% +1,084 13F-HR/A Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,997 $962K 0.35% +19 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,933 $961K 0.09% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,975 $958K 0.07% -2,230 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 5,974 $958K 1% 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,952 $955K 0.07% +1,945 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 5,950 $954K 0.47% 0 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 5,945 $954K 0.1% +104 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,936 $952K 0.16% +63 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,911 $948K 0.03% +191 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 5,911 $948K 0.1% new 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,900 $946K 0.38% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,888 $944K 0.33% 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,876 $943K 0.11% -89 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 5,856 $939K 0.87% +409 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,831 $935K 0.19% +924 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,771 $935K 0.01% +1,300 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 5,813 $932K 0.21% -20 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,795 $930K 0.18% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 5,143 $928K 0.41% +29 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 5,777 $927K 0.25% -48 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,768 $925K 0.52% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 5,766 $925K 0.22% +115 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 5,764 $925K 0.44% -335 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,762 $924K 0.1% +164 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,759 $924K 0.13% +94 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 5,756 $923K 0.61% -1,878 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,751 $922K 0.07% +1,119 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,743 $921K 0.16% -1,444 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,740 $921K 0.13% -2,074 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 5,734 $920K 0.38% -8 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,731 $919K 0.17% +10 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,725 $918K 0.06% +15 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,706 $915K 0.06% +214 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 5,674 $910K <0.01% -6,028 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PDS Planning, Inc More: the full row for PDS Planning, Inc 5,669 $909K 0.06% +5 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 5,660 $908K 0.11% -185 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,640 $905K 0.07% +10 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,628 $903K 0.2% -708 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,617 $901K 0.22% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,612 $900K 0.04% -180 13F-HR/A Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,602 $899K 0.06% -534 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 5,599 $898K 0.15% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,591 $897K 0.05% +2,156 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,588 $896K 0.09% new 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 5,588 $896K 0.17% -133 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,586 $896K 0.03% -2,231 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,585 $896K 0.12% +196 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,582 $895K 0.01% +574 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 5,582 $895K 0.55% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,721 $892K 0.15% +227 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,554 $891K 0.55% +101 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 5,553 $891K 0.02% +90 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,550 $890K 0.21% +17 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,549 $890K 0.08% -245 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,540 $889K <0.01% -73,935 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 5,533 $887K 0.02% +2,436 13F-HR/A Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,524 $886K 0.01% +21 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,521 $886K 0.04% +50 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,510 $884K 0.05% +435 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,468 $877K 0.11% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,465 $877K 0.31% -45 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,401 $876K 0.13% -1,649 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 5,460 $876K 0.26% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 5,455 $875K 0.16% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,022 $870K 0.05% -164 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,419 $869K 0.66% +24 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 5,413 $869K 0.23% +640 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,415 $869K 0.16% +393 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 5,399 $866K 0.23% -17 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 5,397 $866K -7,337 Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 5,388 $864K 0.09% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,381 $863K 0.46% -281 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 5,306 $851K 1.36% 13F-HR Timeline