PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 1,910 $671K -4,864 Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,901 $670K 0.09% +300 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,900 $668K 0.02% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,898 $667K 0.06% +85 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,896 $666K 0.09% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,891 $665K 0.07% -163 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,888 $664K 0.33% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,884 $662K 0.03% -4 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,867 $656K 0.58% 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,865 $655K 0.02% -394 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,864 $655K 0.02% -24 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 1,861 $654K 0.18% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,860 $654K 0.53% -22 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,857 $653K 0.02% +28 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,857 $653K 0.03% -138 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 1,857 $653K 0.04% -317 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,855 $652K 0.11% +2 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,843 $649K 0.04% +52 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,845 $648K 0.02% +312 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,844 $648K 0.11% -24 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,844 $648K 0.37% -56 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,666 $643K 0.39% +6 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,825 $641K +300 Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,817 $639K 0.17% -4 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,816 $638K 0.21% +179 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,813 $637K 0.1% +96 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,803 $634K 0.27% +431 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,801 $633K 0.08% +44 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,794 $630K 0.05% +877 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,792 $630K 0.37% +250 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,941 $629K 0.04% -3 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,780 $626K 0.11% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,779 $625K 0.21% +3 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,779 $625K 0.19% -39 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,770 $622K 0.27% -100 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,763 $620K 0.04% -93 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,756 $617K 0.1% +2 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,756 $617K 0.08% +106 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,754 $616K 0.26% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,753 $616K 0.25% -12 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,748 $614K 0.04% -150 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,747 $614K 0.04% +30 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,744 $613K 0.07% -18 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,740 $612K 0.04% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,737 $610K 0.07% +190 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,736 $610K 0.54% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,734 $609K 0.18% -35 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,732 $609K 0.48% 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,726 $607K 0.09% +10 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,719 $604K 0.04% -127 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,717 $604K 0.02% -87 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,714 $602K 0.03% -195 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,701 $598K 0.05% +664 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,701 $598K 0.06% -46 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,697 $597K 0.13% 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,697 $596K 0.02% +4 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,695 $596K 0.01% -45 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,694 $595K 0.35% -5 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,693 $595K 0.08% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,689 $594K 0.06% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,613 $593K 0.08% +136 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 1,686 $593K 0.18% 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,685 $592K 0.14% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,683 $592K 0.06% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,683 $592K 0.5% -41 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,679 $590K 0.04% +40 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,673 $588K 0.03% -110 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,669 $587K 0.02% +33 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,663 $584K 0.25% -22 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,659 $583K 0.49% -22 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,658 $583K 0.01% +50 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 1,651 $580K 0.03% 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,651 $580K 0.19% -21 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,651 $580K 0.03% -384 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,646 $578K 0.12% -12 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,643 $577K 0.14% +1 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,630 $573K 0.13% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,615 $568K 0.07% -49 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,614 $567K 0.09% -53 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 1,610 $566K 0.12% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,604 $564K 0.06% -17 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,603 $563K 0.02% +134 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,597 $561K 0.08% +123 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,583 $556K 0.26% -6 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,575 $553K 0.02% +498 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,568 $551K 0.1% -110 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,564 $550K 0.05% -50 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,555 $547K 0.03% -44 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,554 $546K 0.48% +55 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,556 $546K 0.02% -375 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,540 $545K 0.04% +12 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,550 $545K 0.02% -86 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,545 $543K 0.19% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,546 $543K 0.05% +338 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 1,544 $543K 0.37% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,538 $540K 0.17% -56 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,537 $540K <0.01% -51,440 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,534 $539K 0.03% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,532 $538K 0.04% +20 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,523 $535K 0.13% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,517 $533K 0.18% +128 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,511 $531K 0.37% -14 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,510 $531K 0.01% -1,254 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,509 $530K 0.09% new 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 1,509 $530K 0.04% +83 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,509 $530K 0.01% -26 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,501 $529K 0.05% -20 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,502 $528K 0.1% -54 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,500 $527K 0.16% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,499 $527K 0.2% +301 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,497 $526K 0.13% -10 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,495 $525K 0.23% -1,996 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,492 $524K 0.15% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 1,483 $522K 0.26% 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,417 $521K 0.05% +49 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,482 $521K 0.01% +96 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,481 $521K 0.35% +41 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,472 $518K 0.01% -12 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,469 $516K 0.04% -600 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,450 $511K 0.56% -50 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,450 $510K 0.03% -198 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,442 $507K 0.04% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,438 $505K 0.14% -541 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,436 $505K 0.39% +117 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,434 $504K 0.24% -636 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,429 $502K 0.04% +19 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,429 $502K 0.07% -913 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,425 $501K 0.06% +391 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,422 $500K 0.1% +648 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 1,421 $499K 0.14% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,421 $499K 0.02% +25 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,416 $498K 0.22% +9 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,415 $497K 0.02% +175 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,415 $497K 0.05% +278 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,413 $497K 0.12% -3 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,402 $493K 0.03% +32 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,400 $492K 0.14% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,397 $491K 0.05% -14 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,397 $491K 0.23% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,392 $489K 0.03% -893 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,391 $489K 0.02% +508 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,388 $488K 0.07% +98 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,381 $485K 0.08% -31 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,380 $485K <0.01% -284 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,380 $485K 0.27% +109 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,380 $485K 0.17% +400 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,380 $485K 0.05% +5 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,375 $484K 0.01% -25 13F-HR/A Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,371 $482K 0.05% +757 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,370 $482K 0.03% -264 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 1,370 $482K 0.15% -2,949 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,369 $481K 0.24% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,367 $480K 0.2% +505 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,357 $477K 0.16% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,357 $477K 0.14% +40 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,355 $476K 0.02% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,353 $476K 0.06% -5 13F-HR/A Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,351 $474K 0.1% -2 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,342 $472K 0.02% +60 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,341 $471K 0.04% -71 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,336 $470K 0.31% +5 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,331 $468K 0.17% -400 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,325 $466K 0.02% -12 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,314 $462K 0.18% -14 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 1,313 $461K 0.12% -100 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,313 $461K 0.09% +347 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,309 $460K 0.05% -47 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,305 $459K 0.13% +305 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,305 $459K 0.04% new 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 1,300 $457K 0.15% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,296 $457K 0.09% -258 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,220 $457K 0.03% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,298 $456K 0.19% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,296 $455K 0.07% -55 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 1,295 $455K 0.2% +180 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 1,289 $453K 0.07% 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,288 $453K 0.11% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,264 $451K 0.07% +50 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,282 $451K 0.09% +93 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,279 $450K 0.06% +132 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,275 $448K 0.17% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,269 $446K 0.12% 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,268 $446K 0.14% +1 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,259 $443K 0.01% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,258 $442K 0.01% +94 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,252 $441K 0.02% -2,070 13F-HR Timeline Group DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,253 $440K 0.11% +422 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,252 $440K 0.13% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,250 $439K 0.14% +5 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,249 $439K 0.13% 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,249 $439K 0.1% -486 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,249 $439K 0.32% -7 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 1,247 $438K 0.33% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,247 $438K 0.06% 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,244 $437K 0.06% -444 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,239 $435K 0.15% 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,234 $434K 0.17% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,233 $433K 0.12% +521 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 1,222 $430K 0.44% 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,219 $429K 0.05% 0 13F-HR Timeline