Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 4,864 $372K 0.12% +2 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 4,817 $368K 0.01% +4,326 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 4,814 $368K 0.09% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,791 $366K 0.09% +345 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,769 $365K 0.04% -221 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,758 $364K 0.02% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 4,735 $362K 0.12% 0 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 4,727 $361K 0.09% +370 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,723 $361K 0.01% +1,899 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,707 $360K 0.07% -900 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 4,693 $359K 0.59% -6,895 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,678 $358K 0.1% -471 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,680 $358K 0.02% -530 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,659 $356K 0.11% -1,074 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,650 $356K <0.01% 0 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,607 $352K 0.1% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,573 $350K 0.26% +94 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,571 $349K 0.15% +82 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,550 $348K 0.06% -885 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,547 $348K 0.05% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,544 $347K <0.01% -105 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,536 $347K 0.02% +8 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,523 $346K 0.14% -95 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,522 $346K 0.05% +390 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,519 $346K 0.06% -116 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,502 $344K <0.01% 0 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,482 $343K 0.03% 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,482 $343K 0.2% 0 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 4,460 $341K 0.2% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,438 $339K 0.13% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,414 $337K 0.16% -200 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 4,408 $337K 0.27% -22 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,384 $335K 0.02% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,377 $335K 0.14% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,373 $334K 0.02% -152 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,352 $333K 0.01% -308 13F-HR Timeline Group Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 4,301 $329K 0.17% -53 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,300 $329K 0.02% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,302 $328K 0.03% new 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 4,287 $328K 0.16% +22 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,273 $327K 0.02% -1,369 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 4,270 $326K 0.1% +386 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 4,267 $326K 0.01% 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 4,265 $326K 0.11% -46 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,255 $325K 0.01% +406 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,251 $325K 0.07% -20,106 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,245 $325K 0.04% -337 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,228 $323K 0.11% +5 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 4,222 $323K 0.19% +859 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,214 $322K 0.12% -51 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,204 $321K 0.01% +660 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 4,184 $320K 0.1% +1,334 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,183 $320K 0.07% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,165 $318K 0.02% -6 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,150 $317K 0.12% -304 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,129 $316K 0.01% 0 13F-HR Timeline Group Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 4,107 $314K 0.18% +2 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,104 $314K 0.07% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 4,096 $313K 0.07% -81 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,076 $312K 0.31% 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 4,072 $311K 0.17% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,405 $311K 0.09% +276 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,065 $311K <0.01% -31,442 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,032 $308K 0.07% +8 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 4,020 $307K 0.21% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,018 $307K 0.04% +70 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,006 $306K 0.01% -205 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,006 $306K 0.11% 13F-HR Timeline Boit C F David More: the full row for Boit C F David 4,000 $306K 0.12% 0 13F-HR Timeline JCP Investment Management, LLC in group JCP Investment Management, LLC More: the full row for JCP Investment Management, LLC 4,000 $306K 0.18% new 13F-HR Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,000 $306K 0.17% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,997 $306K 0.03% -3,375 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,994 $305K 0.02% -57 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,981 $304K 0.01% +379 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,975 $304K 0.04% -148 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 3,952 $302K 0.04% -467 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 3,934 $301K 0.07% -132 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 3,933 $301K 0.06% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,928 $300K 0.07% 0 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,920 $300K 0.13% +7 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,900 $298K 0.05% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,898 $298K <0.01% -349 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,900 $298K 0.11% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,875 $296K 0.11% +136 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,844 $294K 0.19% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,836 $293K 0.02% -264 13F-HR Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 3,835 $293K 0.38% -81,777 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,829 $293K <0.01% new 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,776 $289K 0.11% -200 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,773 $289K 0.01% -1,195 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,770 $288K 0.03% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,752 $287K 0.04% +21 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,769 $286K 0.26% -1,710 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,737 $286K 0.1% -115 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,732 $285K 0.03% +79 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,727 $285K 0.07% +25 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,711 $284K 0.02% -378 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,708 $284K 0.04% +7 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,703 $283K 0.01% +94 13F-HR Timeline Group HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 3,683 $282K 0.13% new 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 3,650 $279K 0.12% -125 13F-HR Timeline 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 3,640 $278K 0.01% +1,600 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,611 $276K 0.01% 0 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,603 $276K 0.03% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,601 $275K 0.14% -614 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,599 $275K 0.17% -41 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,607 $275K 0.02% +1 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,593 $275K 0.08% +36 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,591 $275K 0.05% -150 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,583 $274K 0.02% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,579 $274K 0.1% +4 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,555 $272K 0.07% -7 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,554 $272K 0.02% +2 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,547 $271K <0.01% 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,524 $270K <0.01% -714 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,516 $268K 0.03% +928 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,500 $268K 0.11% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,500 $268K 0.04% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,500 $268K 0.09% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,500 $268K 0.16% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,497 $267K 0.13% +639 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,478 $266K 0.03% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,469 $265K 0.02% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,446 $263K 0.02% 0 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 3,443 $263K 0.16% -250 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 3,430 $262K 0.07% -1,740 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,424 $262K 0.01% -600 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,410 $261K 0.02% +439 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,406 $260K 0.02% -196 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 3,400 $260K 0.07% -94 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,391 $259K 0.01% -363 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,388 $259K 0.02% +26 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 3,688 $259K 0.19% 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 3,386 $259K 0.01% +59 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,383 $259K 0.02% +340 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,375 $258K 0.28% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,370 $258K <0.01% +162 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,358 $257K <0.01% -7,091 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 3,351 $256K 0.03% -698 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,322 $254K 0.21% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,320 $254K 0.1% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,300 $252K <0.01% 0 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,299 $252K 0.02% -34 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,290 $252K 0.01% -200 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,279 $251K 0.01% -51 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,210 $251K 0.02% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,274 $250K 0.02% +46 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,257 $249K 0.03% +378 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,247 $248K 0.13% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,241 $248K 0.12% -70 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,234 $247K 0.02% -67 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,230 $247K 0.03% 0 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 3,217 $246K 0.04% new 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 3,200 $245K 0.04% -14,800 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,198 $245K 0.02% +226 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,197 $244K 0.01% +407 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,187 $244K 0.18% +1 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,185 $244K 0.24% 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 3,167 $242K 0.19% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,130 $239K -102 Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,113 $238K 0.04% -184 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,103 $237K 0.05% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,101 $237K 0.18% +4 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 3,100 $237K 0.05% +100 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,088 $236K 0.01% new 13F-HR/A Timeline Group Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,082 $236K 0.1% -172 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,081 $236K 0.05% +9 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,076 $235K 0.02% +216 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,075 $235K 0.02% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,068 $235K 0.06% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,056 $234K 0.13% -385 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,055 $234K 0.02% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,050 $233K 0.18% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,047 $233K 0.05% -125 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,040 $232K 0.04% +128 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,015 $231K 0.01% +3 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,012 $230K 0.06% -4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. West Branch Capital LLC More: the full row for West Branch Capital LLC 3,001 $229K 0.07% -1,229 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,000 $229K 0.04% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,998 $229K 0.05% -195 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 2,996 $229K 0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,990 $229K 0.06% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,989 $229K 0.01% +52 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,971 $227K 0.02% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,082 $227K 0.01% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,968 $227K 0.02% -60 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,963 $227K 0.03% -234 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,956 $226K 0.01% +139 13F-HR/A Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,948 $225K 0.02% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,948 $225K 0.05% new 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 2,938 $225K 0.15% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,936 $224K 0.02% -623 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,915 $223K 0.02% -75 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,912 $223K 0.02% +300 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,904 $222K 0.02% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,900 $222K 0.12% +75 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,899 $222K 0.05% -561 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,996 $222K 0.08% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,885 $221K 0.01% -92 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,883 $220K 0.02% +15 13F-HR Timeline