Family Legacy, Inc. More: the full row for Family Legacy, Inc. 13,060 $413K 0.11% -4,630 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 12,966 $410K 0.03% -36,467 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 12,882 $407K 0.27% +512 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 12,845 $406K 0.02% +2,100 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,705 $402K <0.01% -3,996 13F-HR Timeline OSSIAM More: the full row for OSSIAM 12,678 $401K 0.01% new 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 12,625 $399K 0.2% -1,725 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 12,615 $399K 0.01% -23,174 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 12,553 $397K 0.07% +7,779 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,550 $397K <0.01% -14,818 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,473 $394K 0.01% -28,647 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 12,343 $390K 0.07% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 12,250 $387K 0.03% -2,295 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 12,183 $387K 0.03% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 12,090 $382K <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,059 $381K 0.01% -3,305 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 11,998 $379K <0.01% +8,176 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,986 $379K <0.01% -1,852 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,961 $378K 0.02% -1,281 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 11,950 $378K 0.01% -37 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 11,950 $378K 0.04% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 11,935 $377K 0.04% -350 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 11,860 $375K 0.01% +800 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,812 $373K 0.01% +796 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 11,777 $372K <0.01% -4,441 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 11,755 $372K 0.11% +7,242 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 11,460 $362K 0.01% +2,005 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,459 $362K 0.01% +2,536 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 11,397 $360K 0.02% +6,731 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 11,350 $359K <0.01% -1,365 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 11,325 $358K 0.03% +4,244 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 11,275 $356K 0.01% -170 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 11,247 $356K <0.01% +28 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,169 $353K 0.01% new 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 11,122 $352K 0.19% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,936 $346K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,857 $343K <0.01% +483 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 10,633 $341K 0.02% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 10,792 $341K 0.12% -367 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 10,780 $341K 0.14% -680 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 10,760 $340K 0.01% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 10,721 $339K 0.02% -198,809 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 10,681 $338K 0.01% -3,000 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,597 $335K 0.01% +3,020 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 10,478 $331K 0.01% -450 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 10,300 $326K 0.03% 0 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 10,300 $326K 0.04% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,231 $323K <0.01% -793 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 10,137 $320K 0.03% -3,646 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,068 $318K 0.01% -22,013 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,000 $316K 0.09% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,964 $315K 0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 9,950 $315K 0.03% -30,587 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 9,927 $314K 0.17% +919 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 9,918 $314K <0.01% +4,671 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 9,915 $313K 0.01% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,912 $313K <0.01% new 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 9,894 $313K 0.03% +1,089 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,810 $310K 0.04% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 9,789 $309K 0.08% -367 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,783 $309K 0.01% +5,893 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 9,750 $308K 0.02% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,685 $306K 0.01% 0 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 9,672 $306K 0.02% -2,448 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 9,643 $305K 0.08% -389 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,573 $303K 0.01% +184 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 9,493 $300K +1,385 Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 9,482 $300K <0.01% +1,335 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 9,450 $299K 0.24% +775 13F-HR Timeline 111 Capital More: the full row for 111 Capital 9,433 $298K 0.05% -1,967 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 9,388 $297K 0.09% -5,527 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 9,375 $296K 0.26% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,260 $293K <0.01% -2,701 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 9,201 $291K 0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 9,142 $289K 0.03% +3,059 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 9,100 $288K 0.18% +1,900 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 9,094 $287K 0.08% -8,742 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,985 $284K <0.01% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 8,763 $277K 0.09% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 8,644 $273K 0.05% -226,888 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,634 $273K 0.13% -23,180 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 8,625 $273K 0.11% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,602 $272K 0.01% +273 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,600 $272K 0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 8,600 $272K 0.1% -250 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 8,593 $272K 0.04% +1,467 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,584 $271K 0.01% +6,980 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 8,457 $267K 0.07% -14,184 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 8,430 $266K <0.01% -5,900 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 8,415 $266K 0.01% -9,830 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,415 $266K 0.09% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,720 $264K 0.01% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 8,258 $261K 0.2% -262 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 8,356 $261K <0.01% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,227 $260K 0.07% -6,288 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 8,227 $260K 0.03% +697 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 8,226 $260K 0.02% +3,313 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,217 $260K 0.01% +217 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 8,174 $258K <0.01% -33,076 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 8,173 $258K <0.01% -240 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,151 $258K 0.02% -867 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,656 $256K 0.04% -49 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 8,020 $254K 0.08% +2,540 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,020 $254K 0.01% -4,163 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,001 $253K 0.01% new 13F-HR Timeline Group BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 7,991 $253K 0.08% +3 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,905 $250K 0.13% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,855 $248K 0.02% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,855 $248K <0.01% -129 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 7,795 $246K 0.16% -175 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,760 $245K 0.17% +30 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 7,758 $245K 0.01% new 13F-HR Timeline Group Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 7,750 $245K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,727 $244K 0.01% +1,117 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7,726 $244K 0.11% +6 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 7,628 $241K 0.01% +163 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 7,623 $241K 0.02% -135 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,561 $239K 0.01% new 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,557 $239K <0.01% +414 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 7,556 $239K 0.14% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,546 $239K <0.01% -7,894 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 7,517 $238K 0.07% new 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 7,508 $237K 0.02% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,472 $236K <0.01% -8,997 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,230 $234K <0.01% -2,596 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 7,395 $234K 0.13% +1,402 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 7,339 $232K 0.06% -1,741 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 7,300 $231K 0.33% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 7,283 $230K 0.13% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,169 $227K <0.01% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,154 $226K 0.01% -2,665 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 7,147 $226K 0.14% +50 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,098 $224K 0.02% -1,378 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 7,087 $224K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 7,087 $224K 0.1% -39,979 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,069 $223K -13,342 Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 7,050 $223K 0.04% +100 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 7,024 $222K 0.04% +93 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,005 $221K 0.02% -392 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 6,975 $220K <0.01% new 13F-HR/A Timeline NBH Bank More: the full row for NBH Bank 6,918 $219K 0.09% 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 6,906 $218K <0.01% -882,121 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,991 $218K 0.01% 0 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 6,885 $218K 0.02% -1,126 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,861 $217K 0.01% +1,957 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 6,801 $215K 0.11% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 6,797 $215K 0.03% +46 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 6,781 $214K 0.14% -229 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 6,700 $212K 0.11% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,631 $210K 0.03% +479 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,630 $210K 0.01% -2 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 6,684 $209K <0.01% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,370 $201K 0.01% -550 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,341 $200K 0.02% -598 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 6,175 $195K 0.04% -12,650 13F-HR/A Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 6,113 $193K 0.1% +4,427 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6,060 $192K <0.01% -3,393 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 5,935 $188K 0.08% -430 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $175K 0.13% -1 13F-HR Timeline Amount filed as zero, left out of ratios. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,516 $174K 0.01% -192 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,470 $173K <0.01% -11,015 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 5,451 $172K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,290 $167K <0.01% +3,685 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 5,155 $163K 0.03% +25 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 5,000 $158K 0.14% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4,879 $154K 0.13% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,833 $153K 0.03% -1,753 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,641 $147K 0.01% +1,278 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 4,400 $139K 0.04% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,225 $134K 0.01% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,210 $133K 0.05% +32 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,072 $129K <0.01% -396 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,010 $127K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,000 $126K <0.01% -540 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,984 $126K 0.02% -261 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,590 $113K <0.01% -500 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,585 $113K 0.04% -356 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,500 $111K 0.04% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,416 $108K 0.03% +124 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,047 $96.3K 0.01% +24 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,965 $93.7K 0.01% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 2,955 $93.4K 0.03% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,885 $91.2K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,863 $90.5K 0.01% -865 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,745 $86.8K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,727 $86.2K 0.01% +2,051 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,652 $83.8K 0.01% +326 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,511 $79.4K 0.02% -7,259 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,485 $78.6K 0.01% -1,635 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,399 $75.8K <0.01% +49 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 2,350 $74.3K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,342 $74K <0.01% -9,742 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,280 $72.1K 0.02% +1,505 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,277 $72K <0.01% -724,353 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,241 $70.8K <0.01% -430 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,102 $66.4K 0.01% +82 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,077 $65.7K <0.01% -90 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,025 $64K 0.05% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 2,011 $63.6K 0.01% +11 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2,005 $63.4K 0.05% 0 13F-HR Timeline