Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,151 $401K 0.01% +624 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,181 $398K 0.06% +341 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 1,180 $398K 0.33% 0 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,180 $398K 0.06% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,179 $397K 0.02% +12 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,177 $397K 0.03% -40 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,174 $396K 0.01% +37 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,129 $393K 0.04% +62 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,164 $392K <0.01% +77 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,162 $392K 0.03% +103 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1,150 $387K 0.26% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,112 $385K 0.26% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,140 $384K 0.58% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,135 $382K 0.02% +183 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,131 $381K <0.01% -263 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,131 $381K 0.06% +146 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,129 $380K 0.01% +100 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,200 $378K 0.17% -1 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,119 $377K 0.07% -85 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,119 $377K 0.03% +247 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,117 $376K <0.01% new 13F-HR/A Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,115 $376K 0.06% +70 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,114 $375K 0.07% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,102 $371K 0.01% -522 13F-HR Timeline Group GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,100 $371K 0.04% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,093 $368K 0.11% -7 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,089 $367K <0.01% +157 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,083 $365K <0.01% -8,104 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,083 $365K 0.1% new 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,082 $364K 0.31% +3 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,080 $364K 0.03% -176 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 1,074 $362K 0.73% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,074 $362K 0.08% new 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,068 $361K 0.34% +2 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,062 $358K 0.01% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,059 $357K 0.01% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,050 $354K 0.1% +250 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,050 $354K 0.08% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,045 $352K 0.04% +231 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,045 $352K 0.19% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,042 $351K 0.09% new 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,042 $351K 0.14% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,040 $350K 0.19% -175 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,035 $349K 0.04% +490 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,034 $348K 0.05% +170 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,023 $345K 0.14% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,008 $340K 0.02% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,008 $340K 0.12% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,001 $337K 0.03% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,001 $337K 0.05% +428 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 1,000 $337K 0.02% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,000 $337K 0.03% 0 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 1,000 $337K 0.15% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 998 $336K 0.09% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 992 $334K 0.05% +192 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 989 $333K 0.03% +14 13F-HR/A Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 989 $333K 0.01% -32 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 989 $333K 0.11% +25 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 986 $332K 0.12% +121 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 979 $330K 0.46% -185 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 977 $329K 0.01% +80 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 976 $329K 0.04% -5 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 974 $328K 0.23% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 965 $325K 0.04% +98 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 961 $324K 0.07% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 958 $323K 0.13% +283 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 955 $322K 0.07% +86 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 952 $321K <0.01% 0 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 952 $321K 0.14% -2 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 951 $320K 0.01% +213 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 947 $319K 0.01% -150 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 944 $318K 0.33% +29 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 942 $317K 0.03% +170 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 939 $316K 0.17% +40 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 937 $316K 0.08% 0 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 935 $315K 0.06% +10 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 900 $313K 0.12% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 928 $313K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 928 $313K 0.08% -15 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 926 $312K 0.08% -99 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 926 $312K 0.16% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 924 $311K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 924 $311K 0.05% +318 13F-HR Timeline Busey Bank More: the full row for Busey Bank 919 $310K 0.01% -15 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 837 $309K 0.23% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 915 $308K 0.01% -1,122 13F-HR Timeline Group ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 915 $308K 0.17% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 833 $308K 0.1% +83 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 912 $307K <0.01% -358 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 911 $307K 0.11% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 910 $307K 0.07% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 910 $307K <0.01% -289 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 907 $306K 0.06% +19 13F-HR/A Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 906 $305K 0.04% new 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 902 $304K 0.01% -27 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 900 $303K 0.02% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 900 $303K 0.08% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 900 $303K 0.18% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 900 $303K 0.11% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 895 $302K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 893 $301K 0.04% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 886 $299K 0.33% +41 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 886 $299K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 885 $298K 0.02% +786 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 882 $297K 0.23% +60 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 880 $296K 0.01% -187 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 879 $296K 0.01% -422 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 879 $296K 0.07% -219 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 873 $294K 0.1% +18 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 860 $294K 0.2% +20 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 867 $292K 0.09% +4 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 866 $292K 0.02% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 865 $291K 0.04% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 861 $290K 0.16% -23 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 861 $290K 0.19% +57 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 860 $290K 0.04% +44 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 860 $290K 0.03% +8 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 853 $287K 0.03% -5,571 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 851 $287K 0.08% +12 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 850 $286K 0.04% 0 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 849 $286K 0.03% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 847 $285K 0.05% new 13F-HR/A Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 843 $284K 0.03% -15 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 841 $283K 0.25% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 840 $283K 0.04% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 839 $283K 0.06% -588 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 834 $281K 0.06% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 830 $280K 0.13% +20 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 822 $277K 0.14% -248 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 818 $276K 0.02% +49 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 816 $275K 0.22% +774 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 816 $275K 0.05% +4 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 813 $274K 0.02% +68 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 809 $273K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 809 $273K 0.03% +11 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 805 $271K 0.05% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 804 $271K 0.02% -480 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 803 $271K 0.21% -1 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 800 $270K 0.04% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 798 $269K 0.04% +1 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 796 $268K 0.01% +11 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 792 $267K 0.01% +151 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 792 $267K 0.01% +26 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 789 $266K 0.01% -98 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 785 $264K 0.01% +20 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 785 $264K 0.04% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 823 $264K 0.14% +9 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 781 $263K 0.25% 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 780 $263K 0.04% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 780 $263K 0.04% new 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 780 $263K 0.07% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 780 $263K 0.14% -180 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 778 $262K 0.02% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 769 $259K 0.12% -198,895 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 767 $258K 0.07% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 767 $258K 0.33% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 763 $257K 0.01% +65 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 763 $257K 0.01% +5 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 763 $257K 0.01% -18 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 762 $257K 0.01% +160 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 762 $257K 0.02% new 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 761 $256K 0.08% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 760 $256K 0.02% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 758 $255K 0.04% -62 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 755 $254K 0.03% +63 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 754 $254K 0.01% -9 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 708 $253K 0.06% +40 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 750 $253K <0.01% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 750 $253K 0.07% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 749 $252K 0.03% -2,205 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 747 $252K 0.02% +17 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 743 $250K 0.01% -44 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 741 $250K 0.02% +4 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 740 $249K 0.27% -460 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 739 $249K 0.02% +129 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 738 $249K 0.03% new 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 738 $249K 0.1% -47,232 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 700 $247K 0.22% -50 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 729 $246K 0.03% -41 13F-HR Timeline Group Olympiad Research LP More: the full row for Olympiad Research LP 729 $246K 0.29% +131 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 728 $245K <0.01% -24 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 727 $245K 0.07% +14 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 725 $245K 0.16% -109 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 725 $244K 0.03% +21 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 725 $244K 0.01% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 723 $244K 0.04% +21 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 720 $243K 0.2% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 720 $243K 0.02% -68,074 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 720 $242K 0.02% 0 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 719 $242K 0.02% +34 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 715 $241K 0.01% +74 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 715 $241K 0.09% -2 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 714 $241K 0.02% -11 13F-HR Timeline Group L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 709 $239K 0.06% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 708 $239K 0.01% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 706 $238K 0.08% +152 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 702 $237K 0.03% -10 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 702 $237K 0.07% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 701 $236K 0.13% +3 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 700 $236K 0.02% 0 13F-HR Timeline