MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,860 $632K 0.01% -186 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,858 $632K 0.26% +1 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 1,761 $631K 0.28% -334 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,855 $631K 0.04% -60 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,855 $630K 0.06% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,849 $629K 0.11% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,848 $628K 0.29% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,836 $624K 0.04% +14 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,835 $624K 0.08% +1 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,826 $621K 0.16% +3 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,823 $620K 0.34% +727 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 1,823 $620K 0.11% -1,184 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,822 $619K 0.01% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,815 $617K 0.1% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,815 $617K 0.06% -100 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 1,815 $617K 0.21% -549 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,850 $616K 0.05% -724,855 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,805 $614K 0.17% -37 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,797 $611K 0.34% 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,797 $611K 0.06% +3 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,786 $607K 0.05% +64 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,772 $602K 0.26% -32 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,770 $602K 0.03% -80 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,767 $601K 0.05% -7 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,764 $600K 0.61% +3 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,760 $598K 0.08% +3 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,759 $598K 0.04% +48 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,757 $597K 0.08% +250 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,756 $597K 0.07% -95 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,742 $592K 0.18% +27 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,732 $589K 0.07% +96 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,721 $585K 0.21% +41 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,716 $583K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,715 $583K 0.1% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,713 $582K 0.03% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,709 $581K 0.07% +37 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,702 $579K 0.04% +101 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,702 $578K 0.09% 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,693 $576K 0.03% +187 13F-HR Timeline Ipswich Investment Management Co., Inc. 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More: the full row for Symphony Financial Services, Inc. 1,674 $569K 0.46% +17 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,666 $566K 0.04% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,665 $566K 0.05% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,660 $564K 0.03% +14 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,656 $563K 0.02% +691 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,654 $562K 0.15% -157 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,578 $561K 0.43% 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,639 $557K 0.1% -11 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,636 $556K 0.13% +545 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 1,636 $556K 0.24% -190 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,632 $555K 0.25% +12 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,629 $554K 0.02% -140 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,621 $551K 0.23% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,620 $551K 0.11% +133 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,615 $549K 0.02% +171 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,604 $545K 0.06% +182 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,600 $544K 0.21% 0 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,600 $544K 0.11% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,598 $543K 0.01% -770 13F-HR/A Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 1,594 $542K 0.21% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,593 $542K 0.43% -20 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,588 $540K 0.02% +11 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,550 $527K 0.03% +84 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,545 $525K 0.02% +655 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,539 $523K 0.06% -28 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,536 $522K 0.02% +259 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,535 $522K 0.03% +34 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,535 $522K 0.16% -28 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,515 $515K 0.04% +104 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,515 $515K 0.02% +35 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,515 $515K 0.07% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,424 $514K 0.04% +57 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,510 $512K 0.01% +454 13F-HR Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,503 $511K 0.67% 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 1,500 $510K 0.07% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,500 $510K 0.03% 0 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 1,500 $510K 0.43% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,494 $508K <0.01% +61 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,493 $508K 0.14% -5,945 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,489 $506K 0.01% +62 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,477 $502K 0.04% -308 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,475 $501K 0.23% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,468 $499K 0.4% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,465 $498K 0.02% +30 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 1,450 $493K 0.24% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,449 $493K 0.02% -42 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,449 $493K 0.3% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,447 $492K 0.02% +369 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,445 $491K 0.01% +112 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,441 $490K 0.01% -114 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,439 $489K 0.01% -39 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,439 $489K 0.06% +168 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,430 $486K 0.04% -485 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,423 $484K 0.09% -168 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,418 $482K <0.01% -10 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,418 $482K 0.21% -37 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,412 $480K 0.04% +79 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,411 $480K 0.01% -19 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,411 $479K 0.04% +259 13F-HR/A Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,392 $473K 0.46% 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,393 $473K 0.03% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,382 $470K 0.07% +198 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,381 $469K 0.05% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,380 $469K 0.03% 0 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,293 $462K 0.05% +307 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,340 $456K 0.13% -12 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,338 $455K 0.03% +32 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,335 $454K 0.01% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,189 $454K 0.15% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,331 $452K 0.12% -125 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,326 $451K 0.02% +261 13F-HR/A Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,325 $450K 0.05% -235 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,305 $444K 0.47% 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 1,287 $437K 0.2% +30 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,286 $437K 0.02% +170 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,280 $435K 0.33% -35 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 1,280 $435K 0.22% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,278 $434K 0.01% -425 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,266 $430K 0.11% -3 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,262 $429K 0.14% +34 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,263 $429K 0.02% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,260 $428K 0.03% +143 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,260 $428K 0.05% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,260 $428K 0.08% new 13F-HR Timeline Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 1,260 $428K 0.03% -117 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 1,260 $428K 0.4% 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,258 $428K 0.09% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,253 $426K 0.08% +260 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,249 $425K 0.06% +2 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,172 $423K 0.46% 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,242 $422K 0.1% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,237 $420K 0.25% -13 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 1,230 $418K 0.14% -32 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,230 $418K 0.02% new 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 1,226 $417K 0.47% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,225 $416K 0.05% +24 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,211 $412K 0.21% -25 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,211 $412K 0.17% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,210 $411K 0.04% +23 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,209 $411K 0.31% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,207 $410K 0.02% -57 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,200 $408K 0.04% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,200 $408K 0.01% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,195 $406K 0.07% -84 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,194 $406K 0.08% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,194 $406K 0.03% -109 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,191 $405K 0.02% +12 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,186 $403K 0.22% 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 1,182 $402K 0.16% -5 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,177 $400K 0.01% +523 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,176 $400K <0.01% -8,656 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,174 $399K 0.03% -39 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,160 $394K 0.25% +15 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,158 $394K 0.35% 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,150 $391K 0.06% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,146 $388K 0.05% +30 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,139 $387K 0.04% -118 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,138 $387K 0.08% +110 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,127 $383K 0.06% +123 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,125 $382K 0.06% 0 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 1,125 $382K 0.04% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,112 $378K 0.01% +24 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,107 $376K 0.03% 0 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 984 $376K 5.98% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EASTERN BANK More: the full row for EASTERN BANK 1,105 $376K 0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,099 $374K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,094 $373K 0.05% -29 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,053 $372K <0.01% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,090 $371K 0.02% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,091 $371K 0.01% +9 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,086 $369K 0.04% 0 13F-HR/A Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,086 $369K 0.03% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,085 $369K 0.12% 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,084 $368K 0.03% -17 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,080 $367K 0.05% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,079 $367K 0.03% -6 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,078 $366K 0.05% +135 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,074 $365K 0.03% +1 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,073 $365K 0.02% +16 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,069 $363K 0.04% -161 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,073 $363K 0.01% 13F-HR Timeline Group Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 1,067 $363K 0.14% -117 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,067 $363K 0.01% +107 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,064 $362K 0.13% +137 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,035 $362K 0.04% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,063 $361K 0.07% +2 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,062 $361K 0.02% -371 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,061 $361K 0.01% +6 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,061 $361K 0.08% +69 13F-HR/A Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,050 $357K 0.06% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,046 $356K 0.1% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,044 $355K 0.02% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,045 $354K 0.01% -2,068 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,035 $352K 0.18% +18 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,063 $351K 0.03% -7 13F-HR Timeline Group DJE Kapital AG More: the full row for DJE Kapital AG 1,033 $350K 0.01% 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,030 $350K 0.14% 13F-HR Timeline