BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,896 $625K 0.04% -235 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,899 $624K 0.05% +105 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,898 $624K 0.17% -115 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,891 $621K 0.03% +476 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,889 $621K 0.02% +32 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,888 $620K 0.32% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,887 $620K 0.06% +131 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,883 $619K 0.1% -89 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,875 $616K 0.09% -21 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,869 $614K 0.03% -141 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,867 $613K 0.05% -46 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,865 $613K 0.53% +5 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 1,861 $612K 0.18% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,861 $611K 0.06% +124 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,854 $609K 0.11% -1 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,849 $608K 0.27% -273 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,847 $607K 0.03% -10 13F-HR Timeline Group Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,847 $607K 0.35% +3 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,846 $607K 0.07% -122 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,843 $606K 0.01% +361 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,914 $603K 0.22% -20 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,835 $603K 0.1% -9 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,834 $603K 0.1% +21 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,828 $601K 0.07% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,827 $600K 0.11% +1,096 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 1,826 $600K 1.23% +977 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,825 $600K 0 Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,818 $599K 0.08% -83 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,816 $597K 0.13% -1 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 1,815 $596K 0.15% -1,065 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 1,815 $596K 0.1% -11,670 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,808 $594K 0.25% +5 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,807 $594K 0.03% +770 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,806 $593K 0.08% +5 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,801 $593K 0.45% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,794 $589K 0.05% +958 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,792 $589K 0.35% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,790 $588K 0.04% +111 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,783 $586K 0.18% +4 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,781 $585K 0.01% -589 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,780 $585K 0.11% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,779 $585K 0.16% 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,773 $583K 0.18% -6 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,773 $583K 0.55% +37 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,770 $582K 0.27% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,769 $581K 0.01% +389 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,763 $579K 0.03% -80 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,761 $579K 0.03% +110 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,760 $578K 0.24% +7 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,759 $578K 0.06% +362 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,754 $576K 0.24% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,750 $575K 0.12% -6 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,749 $575K 0.03% +2 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,748 $574K 0.09% -1,539 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,746 $574K 0.51% -121 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,742 $572K 0.12% +96 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,741 $572K 0.13% +56 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,740 $572K 0.06% -4 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,738 $571K 0.1% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,732 $570K 0.04% +13 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,728 $568K 0.09% -235 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,724 $566K 0.05% +215 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,720 $565K 0.35% +54 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,715 $564K 0.45% -17 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,710 $562K 0.01% -624 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,710 $562K 0.08% -16 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,704 $560K 0.1% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,959 $559K 0.03% +18 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,701 $559K 0.03% -62 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,700 $559K 0.02% +3 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,700 $559K 0.02% -200 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,699 $558K 0.11% +2 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,699 $558K 0.07% +84 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,697 $558K 0.19% +1,684 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 1,687 $554K 0.11% +771 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,684 $553K 0.34% -10 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,683 $553K 0.06% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,678 $551K 0.23% +15 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,675 $550K 0.44% -8 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,672 $549K 0.04% +132 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,670 $549K 0.12% +853 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,669 $548K 0.02% -48 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,664 $547K 0.01% -581 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,652 $543K 0.18% +1 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,649 $542K 0.08% +440 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,643 $540K 0.12% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,631 $536K 0.05% +206 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,628 $535K 0.02% -86 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,625 $534K 0.03% +563 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 1,624 $534K 0.08% -408 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,613 $530K 0.08% -1 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,609 $529K 0.16% -125 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,607 $528K 0.03% +73 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,602 $526K 0.02% +47 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,601 $526K <0.01% -601 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,598 $525K 0.02% -267 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,596 $525K 0.05% -105 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,594 $524K 0.26% -400 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 1,588 $522K 0.25% +105 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,587 $521K 0.09% +19 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 1,586 $521K 0.11% -100 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,574 $517K 0.07% -119 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,572 $517K 0.02% -101 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,571 $516K 0.29% -549 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,571 $516K 0.02% -98 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 1,570 $516K 0.12% -40 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,565 $514K 0.05% +725 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,547 $508K 0.05% +176 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 1,544 $507K 0.45% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,544 $507K 0.14% -1,094 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,534 $504K 0.24% +100 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,530 $503K 0.03% -327 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,520 $499K 0.15% +169 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,518 $499K 0.01% +46 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 1,515 $498K 0.17% -2 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,510 $496K 0.38% -149 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,282 $494K 0.12% +220 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,500 $493K 0.16% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,499 $492K 0.19% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,492 $490K 0.14% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,490 $490K 0.01% -1,978 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 1,487 $489K 0.01% -22 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,483 $487K 0.1% +61 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,473 $484K 0.1% -29 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,474 $484K 0.07% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,470 $483K 0.06% +82 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,470 $483K 0.11% -160 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 1,470 $483K 0.04% 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,459 $479K 0.03% +9 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,496 $479K 0.01% -199 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,457 $479K 0.12% +19 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,456 $478K 0.01% -202 13F-HR Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,454 $478K 0.31% -27 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,450 $478K 0.49% 0 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 1,453 $477K 0.03% -1,748 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,451 $477K 0.03% -81 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,447 $475K 0.15% +90 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,442 $474K 0.04% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,439 $473K 0.05% +59 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,432 $472K 0.02% +258 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,432 $471K 0.04% +3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,432 $471K 0.05% +123 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,431 $470K 0.06% -5,675 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,431 $470K 0.16% +304 13F-HR Timeline Group Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,425 $468K 0.05% +72 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 1,421 $467K 0.13% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,419 $466K 0.05% +4 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,415 $465K 0.2% -1 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,415 $465K 0.36% -21 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,413 $464K 0.11% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,411 $464K 0.17% +31 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,410 $463K 0.04% +69 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,407 $462K 0.14% +157 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,403 $461K 0.31% -108 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,402 $461K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,397 $459K 0.21% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,387 $456K 0.02% +167 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,384 $455K 0.01% +9 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,383 $454K 0.07% +2 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,383 $454K 0.13% -1,592 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,382 $454K 0.14% -156 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,378 $453K 0.19% new 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 1,373 $451K 0.15% +3 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,372 $451K 0.19% -600 13F-HR/A Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 1,370 $450K <0.01% -148,730 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,366 $449K 0.04% -198 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,364 $448K 0.09% +82 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,363 $448K 0.05% -241 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,362 $448K 0.25% -18 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,359 $447K 0.14% -730 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 1,354 $445K 0.07% +65 13F-HR/A Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,352 $444K 0.25% -231 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 1,351 $444K 0.34% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,351 $444K 0.01% -70 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,350 $444K 0.14% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,348 $443K 0.02% +6 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,337 $439K 0.08% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,336 $439K 0.29% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,334 $438K 0.2% -33 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,331 $437K 0.16% 0 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,333 $437K 0.12% -24 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,326 $436K 0.13% new 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,321 $434K 0.18% +87 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,315 $432K 0.15% -208 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,302 $428K 0.06% +58 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 1,300 $427K 0.2% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,298 $427K 0.18% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,295 $426K 0.18% -250 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,292 $425K 0.17% +96 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,285 $422K 0.03% -782 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,281 $421K 0.02% -44 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,278 $420K 0.33% new 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,275 $419K 0.15% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,272 $418K 0.01% +13 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,269 $417K 0.37% -1,535 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,265 $416K 0.06% +332 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,263 $415K 0.16% -51 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 1,261 $414K 0.38% +39 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 1,259 $414K 0.18% -36 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,255 $412K 0.02% -100 13F-HR/A Timeline