Mendel Money Management More: the full row for Mendel Money Management 2,604 $255K 0.11% -1,145 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,598 $254K 0.02% -1,140 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,589 $253K 0.07% 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,591 $253K <0.01% +888 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Corsicana & Co. More: the full row for Corsicana & Co. 2,585 $253K 0.14% +70 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,577 $252K 0.03% -335 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,576 $252K 0.01% -576 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,570 $251K 0.07% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,554 $250K 0.01% -1,014 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,556 $250K 0.02% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,550 $249K 0.11% new 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 2,546 $249K 0.01% -641 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,546 $249K 0.03% 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,541 $248K 0.15% +2,241 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,426 $248K 0.08% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,529 $247K 0.13% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,516 $246K 0.01% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,514 $246K 0.02% -674 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,513 $246K 0.02% +174 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,512 $246K 0.02% -12 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,500 $244K 0.05% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,500 $244K 0.03% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,499 $244K 0.02% new 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,495 $244K 0.05% +259 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,492 $244K 0.17% +40 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,487 $243K 0.01% -248 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,481 $243K 0.03% -747 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,478 $242K 0.03% -295 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 2,475 $242K 0.29% 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,472 $242K 0.02% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,460 $240K <0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,460 $240K 0.03% +180 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,454 $240K 0.02% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,449 $239K 0.03% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,449 $239K 0.02% -375 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,445 $239K 0.01% 0 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 2,445 $239K 0.15% +23 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,442 $239K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,434 $238K 0.02% -198 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,425 $237K 0.01% -7,413 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,423 $237K 0.03% -63 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,422 $237K 0.1% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,423 $236K 0.01% -380 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,412 $236K 0.05% -62 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,401 $235K 0.01% -2,452 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 2,400 $235K 0.11% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,396 $234K 0.05% -2,171 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,393 $234K 0.01% -196 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,392 $234K 0.13% -1,002 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,371 $232K 0.1% +227 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,369 $232K 0.03% -52 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,030 $230K 0.05% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,351 $230K 0.01% +66 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,341 $229K 0.22% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,337 $228K 0.01% -147 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,324 $227K <0.01% -10,841 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,311 $226K 0.12% +2,307 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,307 $226K 0.02% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,305 $225K -950 Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,303 $225K 0.12% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,300 $225K 0.06% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,293 $224K 0.03% +17 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,285 $223K 0.03% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,283 $223K 0.04% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,271 $222K 0.01% -79 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,278 $222K 0.01% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,262 $221K 0.02% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,259 $221K 0.13% -23 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,257 $221K 0.02% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,256 $221K 0.05% -10 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,248 $220K 0.5% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,242 $219K 0.02% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,241 $219K 0.07% -2,750 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,236 $219K 0.02% +4 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,232 $218K 0.05% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,925 $218K 0.02% new 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 2,228 $218K 0.09% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,223 $217K 0.01% +589 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,119 $217K 0.08% new 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,218 $217K 0.16% -398 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,219 $217K 0.01% new 13F-HR/A Timeline Clean Yield Group More: the full row for Clean Yield Group 2,210 $216K 0.06% -61 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 2,209 $216K 0.26% -27,851 13F-HR/A Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,205 $216K 0.02% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,204 $215K 0.04% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,208 $215K 0.01% -271 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,181 $213K 0.03% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,179 $213K 0.05% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,178 $213K 0.05% -245 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,175 $213K 0.03% -167 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,165 $212K 0.02% new 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 2,160 $211K 0.09% 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,157 $211K 0.03% -184 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2,156 $211K 0.19% 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,155 $211K 0.04% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,144 $210K 0.01% -1,400 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,142 $209K <0.01% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,138 $209K 0.02% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,137 $209K 0.14% -585 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,136 $209K 0.06% new 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,131 $208K 0.06% -126 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,127 $208K 0.01% new 13F-HR Timeline Group Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 2,125 $208K 0.04% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,118 $207K 0.11% -653 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,111 $206K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,110 $206K 0.04% +199 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,101 $205K 0.03% new 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,100 $205K <0.01% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,100 $205K 0.01% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,100 $205K 0.47% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,100 $205K 0.14% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,099 $205K 0.03% -450 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,093 $205K 0.09% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,088 $204K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Group Ltd More: the full row for Wealth Group Ltd 2,088 $204K 0.05% -440 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,087 $204K 0.01% -59,019 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,086 $204K 0.03% new 13F-HR Timeline Group Womack Financial LLC More: the full row for Womack Financial LLC 2,077 $203K 0.15% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,076 $203K 0.06% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,070 $202K 0.07% new 13F-HR/A Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,067 $202K 0.02% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,065 $202K 0.12% -1,018 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,066 $202K 0.01% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,061 $202K 0.03% 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 2,054 $201K 0.12% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,052 $201K 0.01% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,050 $200K 0.03% new 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 2,050 $200K 0.13% 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,047 $200K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,035 $199K 0.02% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,029 $198K 0.01% -985 13F-HR/A Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,699 $196K 0.08% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,003 $196K 0.01% +1,087 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,000 $196K 0.06% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,930 $189K 0.02% +1,609 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,892 $185K 0.05% -102 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,882 $184K 0.13% +425 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,870 $183K 0.01% -791 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,867 $182K 0.03% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,842 $180K 0.06% +19 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,842 $180K 0.03% +1,822 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,796 $176K 0.01% -138 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,790 $175K 0.02% -395 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,760 $172K 0.02% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,757 $172K 0.05% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,524 $167K 0.13% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,689 $165K 0.01% -148 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,660 $162K 0.01% -360 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,629 $159K 0.05% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,616 $158K 0.05% +1,606 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,609 $158K 0.03% -431 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,578 $154K 0.02% +446 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,500 $147K 0.06% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,494 $146K 0.01% -450 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,494 $146K 0.05% -117 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,463 $143K 0.04% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,460 $143K 0.08% +648 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,445 $141K 0.02% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,440 $141K <0.01% -401 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,440 $141K 0.1% 0 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 1,438 $141K 0.14% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,433 $140K 0.1% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,420 $139K 0.03% +64 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,414 $138K 0.01% -250 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,382 $135K 0.08% -1,000 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,380 $135K 0.05% +968 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,374 $134K 0.06% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,371 $134K 0.01% +52 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,335 $130K 0.08% +71 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,327 $130K 0.02% -2,395 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,325 $130K 0.01% +542 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,304 $127K 0.1% -1,950 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,257 $123K 0.03% +64 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,246 $122K 0.05% -239 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,227 $120K 0.03% -4,116 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,211 $118K 0.01% +1,119 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,174 $115K 0.02% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,159 $113K 0.09% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,110 $109K 0.07% +4 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,106 $108K 0.08% -300 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,100 $108K <0.01% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,102 $108K 0.02% +727 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,100 $108K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,100 $108K 0.02% +250 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,089 $106K 0.09% -3,185 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,082 $106K 0.07% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,084 $106K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,063 $104K 0.02% +182 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,044 $102K 0.01% -453 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,038 $101K 0.02% +17 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,000 $97.8K 0.07% 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,000 $97.8K 0.01% -17,505 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 993 $97.1K <0.01% -295 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 976 $95.4K 0.33% -1,013 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 974 $95.2K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 944 $92.3K 0.01% +5 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 837 $81.8K 0.01% -183 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 836 $81.8K 0.01% -196 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 834 $81.5K 0.01% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 831 $81.2K <0.01% -654 13F-HR Timeline