MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,150 $245K 0.04% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,150 $245K 0.02% new 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,150 $245K 0.05% 0 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 1,146 $244K 0.01% +5 13F-HR Timeline MCDONALD CAPITAL INVESTORS INC/CA More: the full row for MCDONALD CAPITAL INVESTORS INC/CA 1,145 $244K 0.02% -50 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 1,143 $243K 0.05% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,139 $242K 0.03% -141 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,139 $242K 0.01% 0 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,137 $242K <0.01% new 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 1,129 $240K 0.12% -233 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 1,128 $240K 0.17% -520 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1,125 $239K 0.05% -1,294 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 1,124 $239K 0.18% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 1,120 $238K 0.16% 0 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,120 $238K 0.02% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,116 $238K 0.01% +40 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,115 $237K 0.05% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 1,114 $237K 0.13% -2,706 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,114 $237K 0.01% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,111 $236K 0.02% -195 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,116 $236K 0.01% +311 13F-HR Timeline Group Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,107 $236K 0.02% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,107 $236K 0.13% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,098 $234K 0.06% -2,725 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 1,094 $233K 0.03% new 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,091 $232K 0.08% -31,210 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,090 $232K 0.11% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 1,080 $230K 0.03% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,079 $230K 0.03% -5,395 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,076 $229K 0.02% +1 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 1,069 $227K 0.07% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,064 $226K <0.01% new 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 1,064 $226K 0.08% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,062 $226K 0.01% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,059 $225K 0.04% -100 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,059 $225K 0.05% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,059 $225K 0.06% +1 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,055 $225K 0.07% +2 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,056 $225K 0.05% new 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,050 $223K 0.15% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,042 $222K 0.01% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,041 $221K 0.04% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,036 $221K 0.02% new 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 1,035 $220K 0.1% -2,353 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,034 $220K 0.04% -19,313 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,034 $220K 0.01% -48 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,028 $219K 0.31% new 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,026 $218K 0.08% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,025 $218K 0.04% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,022 $217K 0.04% -30 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 1,020 $217K 0.05% new 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 1,019 $217K 0.18% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,018 $217K 0.01% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,016 $216K 0.02% -259 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,016 $216K 0.12% +73 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,015 $216K 0.06% -1,014 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 1,008 $215K 0.14% -314 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,009 $215K 0.01% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,007 $214K 0.04% -169 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,006 $214K 0.01% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,001 $213K 0.14% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,001 $213K 0.04% +76 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,000 $213K 0.01% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,000 $213K 0.03% new 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 1,000 $213K 0.08% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,000 $213K 0.13% new 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 999 $213K 0.07% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 998 $212K 0.01% -63 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 997 $212K 0.02% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 968 $212K 0.08% new 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 993 $211K 0.16% new 13F-HR/A Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 993 $211K 0.06% new 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 990 $211K 0.05% new 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 990 $211K 0.16% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 990 $211K 0.03% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 977 $210K 0.06% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 980 $209K 0.06% 0 13F-HR/A Timeline LYRICAL ASSET MANAGEMENT LP More: the full row for LYRICAL ASSET MANAGEMENT LP 979 $208K <0.01% -215 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 975 $207K 0.08% new 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 975 $207K 0.08% new 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 966 $207K 0.04% -542 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 972 $207K 0.14% new 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 970 $206K 0.09% 0 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 969 $206K <0.01% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 968 $206K 0.02% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 967 $206K 0.03% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,066 $205K 0.03% -49 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 960 $204K 0.11% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 960 $204K 0.05% -164 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 958 $204K 0.03% new 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 953 $203K 0.11% new 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 952 $203K 0.2% 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 951 $202K 0.03% -99 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 951 $202K 0.02% -17,524 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 950 $202K 0.02% new 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 948 $202K 0.12% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 940 $201K 0.02% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 943 $201K 0.06% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 942 $200K 0.06% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 935 $199K 0.01% -297 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 910 $194K 0.06% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 899 $191K 0.01% -992 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 899 $191K 0.07% +584 13F-HR Timeline BAYBAN More: the full row for BAYBAN 895 $190K 0.15% +244 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 886 $189K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 857 $182K 0.01% +46 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 855 $182K 0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 833 $177K <0.01% -1,474 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 822 $175K 0.02% -45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 819 $174K 0.04% -11 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 815 $173K 0.11% -11 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 814 $173K 0.03% +2 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 807 $172K 0.01% -149 13F-HR Timeline Group GS Investments, Inc. 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More: the full row for Nova Wealth Management, Inc. 640 $136K 0.08% +500 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 636 $135K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 622 $132K 0.03% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 620 $132K 0.07% +100 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 601 $128K 0.11% +2 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 597 $127K 0.04% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 593 $126K <0.01% 0 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 591 $126K 0.03% new 13F-HR Timeline Deane Retirement Strategies, Inc. 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More: the full row for Harbor Asset Planning, Inc. 366 $77.9K 0.06% +1 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 366 $77.9K 0.07% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 355 $76.1K <0.01% 0 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 355 $75.5K 0.05% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 354 $75.2K 0.06% +2 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 336 $71.5K 0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 330 $70.2K 0.03% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 320 $68.1K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 316 $67.2K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 307 $65.3K 0.04% -38 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 303 $64.5K 0.01% 0 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 300 $63.8K 0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 300 $63.8K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 300 $63.8K 0.01% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 300 $63.8K 0.02% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 298 $63.4K 0.01% +1 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 286 $60.9K 0.01% +76 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 285 $60.6K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 279 $59.4K 0.03% -2 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 278 $59.1K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 252 $53.6K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 250 $53.2K <0.01% +1 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 249 $53K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 247 $52.6K <0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 236 $50K 0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 232 $49.4K 0.02% +1 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 231 $49.1K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 231 $49.1K 0.03% -558 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 229 $48.8K 0.04% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 207 $44K 0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 207 $44K 0.02% +183 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 204 $43.5K 0.02% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 200 $42.6K 0.03% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 270 $41.1K 0.01% -500 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 193 $41.1K <0.01% +1 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 185 $39.4K 0.01% 0 13F-HR Timeline