Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,977 $565K 0.03% +18 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,758 $564K 0.16% -86 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,740 $558K 0.06% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,735 $556K 0.01% +607 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,721 $552K 0.05% -30 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,718 $551K 0.01% -14 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,715 $550K 0.08% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,710 $548K 0.23% -189 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,704 $546K 0.04% -256 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 1,704 $546K 0.02% +354 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,687 $541K 0.04% +9 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,687 $541K 0.05% +117 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,687 $541K 0.03% -43 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,681 $539K 0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,676 $537K 0.15% +2 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,660 $532K 0.06% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,659 $532K 0.02% -14 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,588 $531K 0.23% -105 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,652 $530K 0.03% +848 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,643 $527K 0.02% -75 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 1,667 $527K 0.01% -1,795 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,636 $524K <0.01% +70 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,631 $523K 0.08% +16 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,628 $522K 0.16% -7 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,622 $520K 0.01% -533 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,622 $520K 0.05% -99 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,615 $518K 0.22% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,610 $516K 0.04% -6,530 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,610 $516K 0.17% -10 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,604 $514K 0.01% +291 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 1,600 $513K 0.24% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,598 $512K 0.02% -22 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,594 $511K 0.06% +119 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,590 $510K 0.25% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,582 $507K 0.02% -17 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,580 $506K 0.21% +5 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,578 $506K +178 Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 1,575 $505K 0.27% +50 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 1,571 $504K 0.43% +164 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,562 $501K 0.01% -190 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,562 $501K 0.04% -438 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,561 $500K 0.14% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,551 $497K 0.13% +16 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,549 $497K 0.05% +11 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,545 $495K 0.01% -107 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,536 $492K 0.1% +16 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,532 $491K 0.12% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,530 $490K <0.01% -179 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,530 $490K 0.17% -242 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,504 $490K 0.01% -94 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,522 $488K <0.01% -138 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,522 $488K 0.07% +259 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,520 $487K 0.09% -281 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,519 $487K 0.36% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,500 $481K 0.03% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,490 $478K 0.13% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,489 $477K 0.12% -127 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,481 $474K 0.03% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,478 $474K 0.01% +104 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,465 $470K <0.01% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,465 $469K 0.05% -267 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,464 $469K 0.03% -902 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 1,460 $468K 0.21% +40 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,459 $468K 0.11% +19 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,451 $465K 0.01% +727 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,434 $460K 0.07% -21 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,434 $460K 0.03% -69 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,433 $455K 0.03% -888 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,417 $454K 0.06% -95 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,412 $453K <0.01% -5 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,404 $450K 0.04% -218 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,381 $450K 0.02% new 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,397 $448K 0.04% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,395 $447K 0.04% -324 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,395 $447K 0.04% -239 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,386 $444K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,382 $443K 0.24% -107 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 1,369 $439K 0.05% -80,621 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,366 $438K 0.03% +488 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,364 $437K 0.03% +1 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,302 $437K 0.38% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,363 $437K 0.01% +25 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,359 $436K 0.01% -189 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 1,351 $433K 0.33% -139 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 1,350 $433K 0.29% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,347 $432K 0.01% +15 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 1,338 $429K 0.28% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,327 $425K 0.16% 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 1,325 $425K 0.06% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,325 $425K 0.09% -76 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,318 $422K 0.13% -92 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,317 $422K 0.15% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,311 $420K 0.28% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,310 $420K 0.11% -626 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 1,301 $417K 0.14% +1 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,298 $416K 0.39% -202 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,294 $415K 0.03% -14 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,292 $414K 0.04% +32 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,275 $409K 0.07% +20 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,274 $408K 0.01% new 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 1,271 $407K 0.03% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,270 $407K 0.02% -269 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,266 $406K 0.18% +44 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,263 $405K 0.04% -839 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,209 $403K 0.23% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,258 $403K 0.21% -83 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,245 $399K 0.04% +84 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,242 $398K <0.01% -944 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 1,234 $396K 0.14% -445 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,232 $395K 0.05% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,232 $395K 0.02% +312 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,210 $394K 0.07% -113 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,223 $392K 0.03% -1,062 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,215 $389K 0.06% -150 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,214 $389K 0.02% +215 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,214 $389K 0.01% +25 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,211 $388K 0.15% 0 13F-HR Timeline Symphony Financial Services, Inc. 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More: the full row for Wealth Group, Ltd. 1,191 $382K 0.36% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,191 $382K 0.01% -101 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,189 $381K 0.02% -2,033 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,188 $381K 0.08% -70 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,187 $380K 0.01% -38 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,185 $380K 0.08% -50 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,184 $380K 0.02% -505 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 1,184 $380K 0.08% -96 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,174 $376K 0.09% +32 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,190 $376K 0.02% -6 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,168 $374K 0.04% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,168 $374K 0.04% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,168 $374K 0.18% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,167 $374K 0.08% -193 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,162 $373K 0.05% -77 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,161 $372K 0.03% -230 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,160 $372K 0.07% -67 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,156 $371K 0.03% -15 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,155 $370K 0.01% +98 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,154 $370K 0.04% -38 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,150 $369K 0.05% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,149 $368K 0.1% +13 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,145 $367K 0.07% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,144 $367K 0.01% -88 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 1,143 $366K 0.07% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,143 $366K 0.19% +20 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,141 $366K 0.02% -311 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,139 $365K 0.25% -128 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,132 $363K 0.04% -100 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,131 $362K 0.01% -118 13F-HR Timeline Group HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 1,125 $361K 0.04% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,126 $361K 0.12% +599 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 $361K 0.05% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,120 $359K 0.04% +80 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,117 $358K 0.16% -15 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 1,113 $357K 0.1% -399 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,107 $355K 0.04% -9 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,105 $354K 0.05% +1 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,102 $353K 0.28% +28 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,102 $353K 0.14% -27 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,092 $350K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,087 $348K 0.01% -48 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,078 $346K <0.01% -82 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 1,078 $345K 0.18% -679 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,072 $344K 0.02% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,061 $340K 0.03% +135 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,060 $340K 0.05% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,057 $339K 0.07% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,056 $339K 0.02% -24 13F-HR Timeline Group Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,055 $338K 0.07% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,052 $337K 0.02% -75 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,052 $337K 0.19% -223 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,051 $337K 0.01% +111 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,051 $337K 0.01% -126 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 980 $336K 0.11% -801 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,045 $335K 0.03% +7 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,041 $334K 0.05% +43 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,041 $334K 0.17% -17 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,035 $332K 0.04% +28 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,034 $331K 0.19% -20 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,029 $330K <0.01% -23 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,028 $330K 0.2% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,027 $329K 0.01% -36,415 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,016 $326K 0.02% -162 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 1,005 $322K 0.2% 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 1,003 $322K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,003 $322K 0.06% new 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,002 $321K 0.05% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,001 $321K 0.01% +36 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 1,000 $321K 0.06% new 13F-HR Timeline Bluegrass Capital Partners LP More: the full row for Bluegrass Capital Partners LP 1,000 $321K 0.23% -2,000 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 995 $319K 0.5% +16 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 995 $319K 0.01% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 995 $319K 0.02% 0 13F-HR/A Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 990 $317K 0.04% +4 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 987 $316K 0.19% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 985 $316K 0.02% -5 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 982 $315K 0.01% -143 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 970 $315K 0.01% -150 13F-HR Timeline Group