SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,525 $367K 0.03% -110 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,525 $367K 0.03% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,516 $365K 0.02% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 1,516 $365K 0.11% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,512 $364K 0.05% +675 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,510 $364K 0.01% -631 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,510 $364K 0.03% -4,257 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 1,509 $364K 0.04% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,509 $363K 0.01% +100 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,506 $363K 0.06% -1,500 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 1,503 $362K 0.04% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,504 $362K 0.17% -18 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,501 $362K 0.01% +72 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,499 $361K 0.01% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,498 $361K 0.05% +13 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 1,495 $360K 0.14% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,491 $359K 0.16% 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,484 $357K 0.07% +3 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,465 $353K 0.04% -25 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,465 $353K 0.03% +100 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 1,461 $352K 0.02% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,460 $352K 0.16% 0 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 1,456 $351K 0.11% +12 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,439 $350K 0.1% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,459 $349K 0.15% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,447 $349K 0.1% -7 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,311 $347K 0.17% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,437 $346K <0.01% +225 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,432 $345K 0.35% 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,428 $344K <0.01% -14,415 13F-HR/A Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,424 $343K 0.11% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,420 $342K 0.01% -360 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,412 $340K 0.04% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,410 $340K 0.07% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,405 $339K <0.01% +461 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,404 $338K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,400 $337K 0.01% +185 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,396 $336K 0.02% -125 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,394 $336K 0.08% 0 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 1,393 $336K 0.02% +232 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,391 $335K 0.12% -108 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,388 $334K 0.01% +1 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,384 $333K 0.14% 0 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 1,379 $332K 0.18% +379 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,378 $332K 0.02% -202 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,374 $331K 0.02% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,374 $331K 0.02% -3 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,368 $330K 0.02% -235 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,363 $328K 0.03% +43 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,361 $328K 0.02% -100 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,357 $327K 0.04% +4 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,346 $324K 0.02% +333 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,345 $324K 0.03% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,340 $323K 0.03% +108 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,334 $321K 0.12% +196 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,332 $321K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,380 $321K 0.07% -61 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,321 $318K 0.07% -34 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,320 $318K 0.03% +151 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 1,318 $317K 0.04% -17 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,317 $317K 0.09% -2 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,310 $316K 0.34% 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,304 $314K 0.12% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,303 $314K 0.09% -73 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,301 $313K 0.3% +75 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,299 $313K 0.04% +99 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,298 $313K 0.03% -4,319 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,296 $312K 0.03% 0 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 1,291 $311K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,287 $310K 0.04% -58 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,286 $310K 0.05% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,284 $309K 0.07% -39 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,277 $308K 0.01% -106 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,271 $306K 0.09% +16 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,270 $306K <0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,267 $305K <0.01% -78 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,266 $305K <0.01% new 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,264 $304K 0.02% -176 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,264 $304K 0.24% 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 1,202 $302K 0.31% 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,250 $301K 0.25% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,249 $301K 0.14% +5 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,236 $298K 0.11% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,236 $298K 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,235 $298K 0.02% -20 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,234 $297K 0.02% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,230 $296K 0.11% -76 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,230 $296K 0.07% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,227 $296K 0.15% +80 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,223 $294K 0.17% +3 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,221 $294K 0.06% -6 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,217 $293K 0.06% 0 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,218 $293K 0.07% -30 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,212 $292K 0.25% -3 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,210 $291K 0.29% +245 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,210 $291K 0.03% -13 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,207 $291K 0.01% +5 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,201 $289K 0.02% +189 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,200 $289K 0.08% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 1,200 $289K 0.17% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,200 $289K 0.23% 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,198 $289K 0.03% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,194 $288K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,190 $287K 0.01% +39 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,186 $286K 0.06% -193 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,186 $286K 0.03% -2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,191 $286K 0.03% -89 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,185 $285K 0.04% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,184 $285K 0.05% -30 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,178 $284K <0.01% -36 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,172 $282K 0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,166 $281K <0.01% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,164 $280K 0.51% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,163 $280K 0.01% +601 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,162 $280K 0.25% +1 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,161 $280K 0.2% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,161 $280K 0.13% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,158 $279K 0.05% +209 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,157 $279K 0.04% +1 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,154 $278K 0.16% 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,151 $277K 0.24% +5 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,150 $277K 0.11% -693 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,149 $277K 0.05% +35 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,146 $276K 0.04% new 13F-HR/A Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,146 $276K 0.04% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,146 $276K 0.07% +62 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,140 $275K 0.22% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,138 $274K 0.05% +101 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,130 $272K 0.03% +169 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,122 $270K 0.04% -96 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,119 $270K 0.02% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,118 $269K 0.06% +57 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,118 $269K <0.01% -5,010 13F-HR Timeline Group CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1,116 $269K 0.1% -16 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,114 $268K 0.03% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,108 $267K 0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,103 $266K 0.02% -6 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,103 $266K 0.12% -210 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,100 $265K 0.06% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,096 $264K 0.01% +8 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,094 $263K 0.07% +17 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,075 $263K 0.03% +69 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,085 $261K <0.01% -755 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,083 $261K 0.01% -880 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,075 $259K 0.04% +101 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,073 $259K 0.15% -258 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,071 $258K 0.06% -54 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,071 $258K 0.03% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,066 $257K 0.12% 0 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,066 $257K 0.23% 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,065 $257K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,065 $257K 0.06% 0 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,059 $255K 0.13% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,054 $254K 0.01% +79 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,051 $253K 0.06% -143 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,046 $252K 0.01% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,044 $252K 0.03% +5 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,043 $251K 0.12% -185 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,038 $251K 0.02% +144 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 1,040 $251K <0.01% -3 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,036 $250K 0.02% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,033 $249K 0.01% +58 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,030 $248K 0.02% +36 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,024 $247K 0.02% new 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 1,024 $247K 0.04% 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,024 $247K 0.21% 13F-HR/A Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,023 $246K 0.03% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,022 $246K 0.02% -9 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,022 $246K 0.07% +30 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 1,022 $246K 0.05% -11 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,020 $246K 0.29% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,016 $245K 0.02% +18 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,016 $245K 0.02% +2 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,013 $244K 0.07% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,011 $244K 0.05% -2 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,009 $243K 0.04% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,006 $242K 0.02% +22 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 1,005 $242K 0.19% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,004 $242K 0.1% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,004 $242K 0.11% +4 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,001 $241K 0.04% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,001 $241K 0.14% +75 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,001 $241K 0.03% +54 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,000 $241K 0.02% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,000 $241K 0.08% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,000 $241K 0.02% 0 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 994 $239K 0.12% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 992 $239K 0.01% -44 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 991 $239K 0.02% +84 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 992 $238K 0.04% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 986 $238K 0.02% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 985 $237K 0.03% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 984 $237K <0.01% 0 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 980 $236K 0.05% -6 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 980 $236K 0.14% 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 979 $236K 0.1% -50 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 976 $235K 0.16% +6 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 969 $233K 0.01% -1 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 997 $233K 0.21% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 875 $233K <0.01% new 13F-HR Timeline