IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,638 $856K 0.06% -43 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,637 $855K 0.03% +44 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,624 $849K 0.02% -190 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,619 $846K 0.09% +153 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,601 $837K 0.27% -40 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 1,600 $836K 0.17% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,598 $835K 0.04% -49 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,593 $832K 0.24% +12 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,592 $832K 0.09% +131 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,590 $831K 0.07% -143 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,583 $827K 0.13% -182 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,576 $824K 0.01% +26 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,574 $822K 0.25% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,569 $820K 0.21% +14 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,567 $819K 0.01% -3 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 1,564 $817K 0.5% -185 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 1,563 $817K 0.48% +8 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,562 $816K 0.48% 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,556 $813K 0.11% +62 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,587 $811K 0.02% -398 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,544 $807K 0.29% -179 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 1,543 $806K 0.29% +114 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,542 $806K 0.03% -350 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,540 $805K 0.16% -84 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,525 $797K 0.01% -106 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 1,521 $795K 0.01% +25 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,517 $793K 0.26% 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,510 $789K 0.1% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,508 $788K 0.24% -16 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,508 $788K 0.29% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,506 $787K 0.02% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,504 $786K 0.04% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,501 $784K 0.52% +409 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,486 $777K 0.02% +470 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,483 $775K 0.15% -17 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,458 $762K 0.07% +218 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 1,452 $759K 0.76% 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,453 $758K 0.13% +348 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,450 $758K 0.01% +343 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,446 $756K 0.46% 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,445 $755K 0.24% -153 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,444 $755K 0.3% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,440 $753K 0.04% +501 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,438 $752K 0.2% new 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,436 $751K 0.19% +74 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 1,435 $750K 0.01% +271 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Scientech Research LLC More: the full row for Scientech Research LLC 1,434 $749K 0.47% -656 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,432 $748K 0.4% +650 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,426 $745K 0.08% 0 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 1,425 $745K 0.19% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,422 $743K 0.26% 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,421 $743K 0.02% -44 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,419 $742K 0.02% +67 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,414 $739K 0.03% -11 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,413 $738K 0.28% -82 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,405 $734K 0.2% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,401 $732K 0.02% +144 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,396 $730K 0.03% -159 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,395 $729K 0.65% 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,391 $728K 0.06% +672 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,392 $727K 0.06% -34 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,389 $726K 0.17% +26 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,387 $725K 0.25% -103 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,384 $723K 0.02% +8 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,380 $721K 0.25% -1,102 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,378 $720K 0.02% +244 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,376 $719K 0.02% -1,122 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,372 $717K 0.1% +33 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,367 $714K 0.12% -466 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,364 $713K 0.05% +35 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 1,360 $711K 0.43% -296 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,355 $708K 0.1% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,349 $705K 0.07% +26 13F-HR Timeline TOBAM More: the full row for TOBAM 1,348 $704K 0.17% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,341 $701K 0.21% -158 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,339 $700K 0.01% +6 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,333 $697K 0.27% -55 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 1,319 $696K 0.67% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,330 $695K 0.05% +3 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,329 $695K 0.19% +595 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,328 $694K 0.13% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,316 $688K 0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,308 $684K 0.02% -240 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,308 $683K 0.16% -229 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,300 $679K 0.4% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,299 $679K 0.47% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,292 $675K 0.02% +283 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,285 $672K 0.38% 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1,280 $669K 0.01% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,264 $661K 0.04% +239 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,264 $660K 0.04% -21 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,261 $659K 0.14% -4 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,259 $658K 0.01% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,237 $646K 0.23% -400 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 1,236 $646K 0.07% -12 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,235 $645K 0.32% +53 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,234 $645K 0.25% -51 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,233 $644K 0.19% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,232 $644K 0.61% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,228 $642K 0.02% -709 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,228 $642K 0.45% -112 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,225 $640K 0.14% -97 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,223 $639K 0.02% -105 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,215 $635K 0.01% -17 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,214 $634K 0.01% -9 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,200 $633K 0.02% new 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,209 $632K 0.04% +32 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,209 $632K <0.01% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,204 $629K 0.01% 0 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 1,200 $627K 0.29% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,270 $626K 0.02% +287 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,195 $624K 0.33% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,195 $624K 0.18% -72 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,195 $624K 0.18% -62 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,194 $624K 0.16% +88 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,189 $621K 0.49% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,181 $617K 0.01% -204 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,178 $616K 0.07% -214 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,173 $613K 0.03% -879 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,172 $612K 0.14% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,167 $610K 0.04% +655 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,166 $609K 0.04% +88 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 1,153 $603K 0.47% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,151 $602K 0.13% 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,149 $600K 0.05% +3 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,116 $600K 0.06% +49 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,145 $598K 0.03% -704 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,145 $598K 0.13% +190 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,144 $598K 0.12% +33 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,142 $597K 0.09% +127 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,137 $594K <0.01% -218 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,130 $591K 0.06% -19 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,127 $589K 0.21% +4 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,122 $586K 0.02% -7 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,119 $585K 0.03% -5,022 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,115 $583K 0.11% +184 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,114 $582K 0.02% -678 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,114 $582K 0.04% +70 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 1,114 $582K 0.25% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,106 $578K <0.01% +106 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 1,106 $578K 0.02% +485 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,105 $578K +627 Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,105 $578K 0.09% +350 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 1,103 $576K 0.19% -238 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,100 $575K 0.03% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,099 $574K 0.02% +10 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,095 $572K 0.13% -440 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,094 $572K 0.04% -148 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,092 $571K 0.01% -287 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,090 $570K 0.07% +21 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,089 $569K 0.17% +64 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,087 $568K 0.02% +31 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,086 $568K 0.08% +254 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,081 $565K 0.03% -418 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,080 $564K 0.04% +9 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,079 $564K 0.02% +104 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,078 $563K 0.13% +1 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,078 $563K 0.01% -1,056 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 1,076 $562K 0.34% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,072 $560K 0.1% -464 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,067 $558K 0.04% +212 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,075 $557K 0.02% +37 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,062 $555K 0.03% -1 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,058 $553K 0.25% -77 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,057 $552K 0.06% +151 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,057 $552K 0.27% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,054 $551K 0.11% -18 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,052 $550K 0.02% +103 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,046 $547K 0.21% -114 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,040 $543K 0.29% -50 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,037 $542K 0.11% +11 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,036 $541K 0.02% -698 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 1,035 $541K 0.13% +11 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,034 $540K 0.09% -92 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,034 $540K 0.05% +104 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,030 $538K 0.46% -23 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,029 $538K 0.19% +43 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,027 $537K 0.02% +65 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,027 $537K 0.17% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,025 $536K 0.1% 0 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 1,023 $535K 0.25% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,022 $534K 0.03% +330 13F-HR Timeline Group HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,019 $533K 0.13% -6 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,018 $532K 0.07% +432 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 1,017 $531K 0.36% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,014 $530K 0.06% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,011 $528K 0.07% -36 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,011 $528K 0.2% -1 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,005 $525K 0.12% new 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,004 $525K 0.2% 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,002 $524K 0.04% +902 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 992 $524K 0.2% new 13F-HR/A Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,001 $523K 0.13% new 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 1,000 $523K 0.36% new 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 1,000 $523K 0.03% -1,750 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 999 $522K 0.04% +44 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 991 $518K 0.06% -21 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 989 $517K 0.01% +624 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 987 $516K 0.28% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 986 $515K 0.05% +400 13F-HR Timeline