Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 516 $280K 0.09% new 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 577 $280K 0.04% -61 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 575 $279K 0.05% +36 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 575 $279K 0.05% -210 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 511 $278K 0.05% +18 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 573 $278K 0.04% -95 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 570 $276K 0.05% -52 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 568 $276K 0.17% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 567 $275K 0.21% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 505 $274K 0.02% -24 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 565 $274K 0.01% -2,170 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 565 $274K 0.08% new 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 443 $274K 0.03% 0 13F-HR Timeline INVESTMENT MANAGEMENT ASSOCIATES INC /A… More: the full row for INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 563 $273K 0.08% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 563 $273K 0.1% +44 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 563 $273K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 563 $273K 0.1% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 563 $273K 0.09% -36 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 562 $273K 0.01% -180 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 561 $272K 0.12% -15 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 560 $272K 0.03% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 558 $271K 0.1% +16 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 556 $270K 0.02% -2 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 555 $269K 0.02% -61 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 555 $269K 0.02% -364 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 555 $269K 0.01% +20 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 554 $269K 0.04% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 554 $269K 0.01% -103 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 553 $268K 0.04% -11 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 552 $268K 0.01% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 551 $267K 0.11% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 550 $267K 0.01% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 550 $267K 0.12% +37 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 549 $266K 0.11% new 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 549 $266K 0.21% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 549 $266K 0.09% +1 13F-HR/A Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 548 $266K 0.07% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 547 $265K 0.07% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 544 $264K 0.06% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 544 $264K 0.02% +40 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 544 $264K 0.04% -7 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 544 $264K 0.02% 0 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 544 $264K 0.13% -93 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 544 $264K 0.1% -10 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 542 $263K 0.05% new 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 541 $263K 0.04% 0 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 541 $262K <0.01% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 539 $261K 0.26% -60 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 538 $261K 0.12% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 537 $260K 0.03% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 534 $259K 0.02% +302 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 639 $259K 0.02% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 533 $259K 0.08% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 531 $258K 0.01% 0 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 529 $257K 0.03% -19 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 528 $256K 0.15% +2 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 526 $255K 0.32% -3 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 525 $255K 0.07% -26 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 523 $254K 0.04% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 522 $253K 0.19% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 521 $253K 0.06% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 520 $252K 0.01% -1,547 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 517 $251K 0.02% -38 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 517 $251K 0.03% +13 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 516 $250K 0.02% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 515 $250K 0.11% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 514 $249K 0.25% +249 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 511 $248K 0.03% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 509 $247K 0.05% -863 13F-HR Timeline Group Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 504 $244K 0.1% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 503 $244K 0.06% -366 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 500 $243K <0.01% 0 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 500 $243K 0.01% new 13F-HR/A Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 500 $243K 0.06% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 500 $243K 0.53% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 500 $243K 0.18% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 498 $242K 0.03% new 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 497 $241K 0.41% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 425 $241K 0.14% new 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 497 $241K 0.19% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 497 $241K 0.03% -13 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 495 $240K 0.08% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 494 $240K 0.04% -6 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 494 $240K 0.07% -82 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 493 $239K 0.07% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 492 $239K 0.09% new 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 492 $239K 0.21% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 491 $238K 0.04% -4 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 490 $238K 0.08% -318 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 488 $237K 0.06% new 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 487 $237K 0.03% -116 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 413 $236K 0.46% new 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 487 $236K 0.09% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 488 $236K 0.03% +69 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 486 $236K 0.05% new 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 483 $234K 0.12% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 482 $234K 0.07% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 482 $234K 0.14% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 481 $233K <0.01% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 479 $232K 0.01% -30 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 479 $232K 0.17% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 479 $232K <0.01% new 13F-HR Timeline Group Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 479 $232K 0.09% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 479 $232K 0.06% new 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 477 $231K 0.01% new 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 477 $231K 0.05% -32 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 477 $231K 0.06% new 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 475 $230K 0.03% new 13F-HR Timeline Heathbridge Capital Management Ltd. More: the full row for Heathbridge Capital Management Ltd. 475 $230K 0.09% new 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 475 $230K 0.13% 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 475 $230K 0.07% new 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 472 $229K 0.1% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 472 $229K 0.05% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 471 $229K 0.02% -31 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 471 $229K 0.03% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 471 $228K 0.01% new 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 470 $228K 0.21% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 469 $228K 0.05% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 469 $227K 0.1% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 469 $227K 0.03% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 468 $227K 0.1% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 466 $226K 0.06% -357 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 405 $226K 0.02% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 465 $226K 0.01% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 465 $226K 0.03% -167 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 463 $225K 0.06% -223 13F-HR/A Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 460 $223K 0.05% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 460 $223K 0.06% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 459 $223K 0.01% -98 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 459 $223K 0.03% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 459 $223K 0.15% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 400 $222K 0.02% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 457 $222K 0.04% -1,487 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 456 $221K 0.03% -86 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 454 $220K 0.04% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 453 $220K 0.02% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 453 $220K 0.04% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 346 $219K 0.08% -170 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 409 $219K 0.08% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 450 $218K 0.07% +31 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 450 $218K 0.01% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 450 $218K 0.03% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 450 $218K 0.05% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 448 $217K 0.03% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 350 $216K 0.03% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 446 $216K 0.02% -145 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 446 $216K 0.02% -50 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 446 $216K <0.01% +212 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 445 $216K 0.11% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 442 $214K 0.02% -424 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 442 $214K 0.01% new 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 442 $214K 0.16% new 13F-HR Timeline QVR LLC More: the full row for QVR LLC 441 $214K 0.26% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 440 $213K 0.07% new 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 440 $213K 0.06% new 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 440 $213K 0.16% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 439 $213K 0.01% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 439 $213K 0.18% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 438 $212K <0.01% new 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 438 $212K 0.15% -116 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 438 $212K 0.02% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 437 $212K 0.02% new 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 437 $212K 0.11% new 13F-HR/A Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 436 $212K 0.03% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 436 $212K 0.04% new 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 433 $210K 0.11% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 433 $210K 0.03% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 432 $210K 0.01% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 432 $210K 0.04% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 432 $210K 0.06% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 431 $209K 0.01% new 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 430 $209K 0.01% -2,770 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 430 $209K 0.03% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 429 $208K 0.03% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 429 $208K 0.03% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 428 $208K 0.02% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 428 $208K 0.08% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 428 $208K 0.03% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 426 $207K 0.02% new 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 425 $206K 0.21% new 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 425 $206K 0.07% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 425 $206K 0.04% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 425 $206K 0.06% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 424 $206K 0.08% -18 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 424 $206K 0.03% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 424 $206K 0.05% -166 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 424 $206K 0.06% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 423 $205K 0.02% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 423 $205K 0.02% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 420 $204K 0.05% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 420 $204K 0.01% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 420 $204K 0.04% -278 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 420 $204K 0.04% new 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 419 $203K 0.08% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 417 $202K 0.01% new 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 416 $202K <0.01% new 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 414 $201K 0.02% new 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 414 $201K 0.08% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 413 $200K 0.11% -81 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 392 $190K 0.08% +78 13F-HR Timeline