INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 3,000 $1.05M 0.2% 0 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 3,000 $1.05M 0.62% +74 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,996 $1.05M 0.12% +144 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,937 $1.05M 0.66% -34 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,982 $1.05M 0.03% -1,950 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,977 $1.05M 0.02% -378 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,975 $1.05M 0.35% 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 2,910 $1.04M -398 Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 2,966 $1.04M 0.34% +227 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,954 $1.04M 0.09% -80 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,959 $1.04M 0.06% -705 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,938 $1.03M 0.33% +134 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,930 $1.03M 0.82% +151 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 2,928 $1.03M 0.32% new 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 2,925 $1.03M 0.67% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,918 $1.03M 0.06% +585 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 2,910 $1.02M 0.75% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,892 $1.02M 0.06% -364 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,891 $1.02M 0.41% +65 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,889 $1.02M 0.05% -822 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 2,880 $1.01M 0.28% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,878 $1.01M 0.12% -100 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,879 $1.01M 0.25% +168 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,852 $1M 0.08% -32 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,839 $998K 0.05% -16,848 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,839 $998K 0.04% -5 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,815 $989K 0.07% +462 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,812 $988K 0.16% +138 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,808 $987K 0.06% -3,934 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,804 $986K 0.79% +83 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 2,804 $986K 0.02% +505 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,801 $984K 0.19% -64 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,799 $984K 0.1% new 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 2,797 $983K 0.08% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,795 $982K 0.02% +54 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,780 $979K 0.19% -1 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,776 $976K 0.01% -203 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 2,762 $971K 0.75% -313 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,638 $967K 0.14% +1,106 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,749 $967K 0.02% -95 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,103 $959K 0.01% -238 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,715 $956K 0.04% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,716 $955K 0.28% +264 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 2,716 $955K 0.34% 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,712 $953K 0.24% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,647 $948K 0.14% +2,000 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,694 $947K 0.11% -7 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,693 $947K 0.63% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,689 $945K 0.04% +42 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,688 $945K 0.19% +1,462 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 2,686 $944K 0.35% 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,556 $939K 0.1% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,670 $938K 0.15% +1,626 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,668 $938K 0.03% +45 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,425 $933K 0.21% +62 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,650 $931K 0.13% -400 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,580 $924K 0.26% -396 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,620 $921K 0.47% -5 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,611 $918K 0.01% +189 13F-HR Timeline Group NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 2,599 $913K 0.6% 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,596 $912K 0.02% +19 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,594 $912K 0.26% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,588 $910K 0.09% -31 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,580 $907K 0.08% -6,107 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,573 $904K 0.06% +1,164 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,572 $904K 0.04% +184 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,555 $900K 0.17% new 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,558 $899K 0.17% 0 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 2,548 $896K 0.2% +111 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,542 $893K 0.04% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,542 $893K 0.12% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,541 $893K 0.07% -168 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,531 $890K 0.09% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,515 $888K 0.16% +313 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,516 $884K 0.06% -75 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,507 $881K 0.27% -201 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,507 $881K 0.05% -754 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,500 $879K 0.11% -55 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,500 $879K 0.2% -100 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,488 $874K 0.22% +1 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,479 $871K 0.7% +49 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,467 $867K 0.06% new 13F-HR/A Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,458 $864K 0.32% +30 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,452 $862K 0.03% +42 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,416 $862K 0.05% -1,419 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,444 $859K 0.56% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,436 $856K 0.21% +5 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 2,432 $855K 0.58% 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,428 $853K 0.05% -19 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,421 $851K 0.02% -556 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,405 $845K 0.5% +365 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,404 $845K 0.24% -85 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,385 $840K 0.06% -7 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 2,390 $840K 0.3% +64 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,387 $839K 0.27% -801 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,380 $836K <0.01% -19 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,376 $835K 0.05% +10 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,358 $835K 0.08% +431 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,373 $834K 0.31% +92 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,372 $834K 0.3% -178 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,370 $833K 0.01% -7,173 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,371 $833K 0.22% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,363 $831K 0.01% +43 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,350 $826K 0.04% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,350 $826K 0.82% -20 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,347 $825K 0.05% -6 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,344 $824K 0.05% -479 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,335 $821K 0.04% +124 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,329 $821K 0.04% -48 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 2,334 $820K 0.01% +1,092 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,326 $817K 0.05% +1,273 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,325 $817K 0.06% -15 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,322 $816K 0.01% +12 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 2,312 $813K 0.43% 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,202 $812K <0.01% -204 13F-HR Timeline TOBAM More: the full row for TOBAM 2,302 $809K 0.2% +2,252 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,298 $808K 0.29% +462 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,281 $802K 0.55% +125 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,276 $800K 0.03% +1,362 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,268 $797K 0.05% -115 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,265 $796K 0.34% -42 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,264 $796K 0.05% +222 13F-HR/A Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,262 $795K +339 Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,259 $794K 0.06% +165 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,254 $792K 0.02% -29 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,253 $792K 0.5% -5 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,250 $791K 0.14% -140 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,245 $789K 0.02% -15,163 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,241 $788K 0.1% -28 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,234 $785K 0.09% -101 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,229 $783K 0.05% -238 13F-HR Timeline Group apricus wealth, LLC More: the full row for apricus wealth, LLC 2,224 $782K 0.4% +9 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,223 $781K 0.13% -12 13F-HR Timeline HEMMING& WEALTH MANAGEMENT, INC. More: the full row for HEMMING& WEALTH MANAGEMENT, INC. 2,206 $777K 0.53% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,201 $774K 0.11% +42 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,193 $771K 0.19% +1,008 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,187 $769K 0.51% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,186 $768K 0.04% +3 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,185 $768K 0.19% +3 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,183 $767K 0.69% 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 2,182 $767K 0.72% 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,179 $766K 0.03% +251 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,175 $764K 0.1% -38 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,167 $762K 0.03% -3,530 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 2,160 $759K 0.74% 0 13F-HR Timeline Group 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 2,146 $754K 0.03% -216 13F-HR Timeline Group Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 2,140 $752K 0.07% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,131 $751K 0.05% -20 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,122 $746K 0.33% -49 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,122 $746K 0.01% -50 13F-HR Timeline Group CenterBook Partners LP More: the full row for CenterBook Partners LP 2,122 $746K 0.04% +1,483 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,120 $745K 0.46% 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,118 $744K 0.05% +66 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,093 $737K 0.18% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,092 $735K 0.03% +311 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,092 $735K 0.02% +15 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,089 $734K 0.21% new 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 2,084 $732K 1.4% +28 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,068 $727K 0.14% -6 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,067 $727K 0.05% -63 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,065 $726K 0.01% +1,332 13F-HR Timeline Group ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 2,061 $725K 0.06% 0 13F-HR/A Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,056 $723K 0.35% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,054 $722K 0.1% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,049 $720K 0.43% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 2,037 $716K 0.23% +87 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 2,032 $714K 0.1% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,023 $713K 0.14% +1,143 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,024 $711K 0.1% +50 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,020 $710K 0.44% -395 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,013 $708K 0.19% 0 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,010 $706K 0.03% +106 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 2,009 $706K 0.29% 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 2,008 $706K 0.07% +1,496 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,998 $702K 0.01% -165 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 2,000 $702K 0.01% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,994 $701K 0.35% -104 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,987 $698K 0.07% -103 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,981 $696K 0.01% +486 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,980 $696K 0.02% +83 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,976 $695K 0.08% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,976 $694K 0.03% +1,255 13F-HR/A Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,976 $694K 0.04% +32 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,972 $693K 0.11% -105 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,972 $693K 0.29% 0 13F-HR/A Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,968 $692K 0.07% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,963 $690K 0.11% -18 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,954 $687K 0.15% +16 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,954 $687K 0.21% -5 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,948 $685K 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,946 $684K 0.03% +347 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,946 $684K 0.02% -245 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,946 $684K 0.14% +13 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,944 $683K 0.07% +1 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,937 $681K 0.32% 0 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,934 $680K 0.26% +21 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,926 $679K 0.04% 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,920 $675K 0.07% +1,071 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,909 $672K 0.04% +402 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 1,913 $672K 0.06% +163 13F-HR Timeline