TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 5,533 $994K 0.87% +356 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,524 $993K 0.04% -7 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,489 $986K 0.15% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 5,474 $984K 0.17% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,462 $982K 0.05% +1,252 13F-HR Timeline Group Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 5,421 $974K 0.61% +474 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,418 $974K 0.05% -47 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 5,410 $972K 0.05% +310 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,369 $965K 0.07% +321 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 5,341 $960K 0.06% +266 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 5,333 $958K 0.42% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,330 $957K 0.38% +298 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,323 $957K 0.18% -2,514 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,316 $955K 0.05% -99 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 5,311 $954K 0.09% -18,817 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,305 $953K 0.57% +5 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 5,289 $950K 0.13% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,288 $950K 0.03% +435 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,282 $949K 0.11% +1,303 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,266 $947K 0.1% +234 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 5,245 $943K 0.02% -353 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,241 $942K 0.1% +2,725 13F-HR/A Timeline Port Capital LLC More: the full row for Port Capital LLC 5,234 $941K 0.04% -1,476 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,217 $937K 0.12% +154 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,218 $937K 0.08% +5,213 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,203 $935K 0.18% 0 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 5,200 $934K 0.79% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 5,200 $934K 0.02% 0 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 5,196 $934K 0.14% -625 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,175 $930K 0.07% -406 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 5,175 $930K 0.13% +300 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 5,160 $927K 0.84% -289 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 5,120 $920K 0.1% +16 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 5,090 $915K 0.67% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,554 $914K 0.28% +436 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,078 $913K 0.45% +282 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 5,060 $909K 0.93% 0 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 5,047 $907K 0.04% -7,057 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,039 $906K 0.19% -555 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,035 $905K 0.05% -98 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,024 $903K 0.04% -51 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 5,022 $902K 0.01% -22,809 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,000 $898K 0.09% -170 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,980 $895K 0.12% +79 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,047 $893K 0.05% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,953 $890K 0.04% +793 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 4,942 $888K 0.16% -230 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,939 $888K 0.07% -1,137 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,928 $886K 0.05% -18 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,926 $885K 0.07% +54 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,918 $884K 0.28% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,916 $883K 0.19% +50 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,895 $880K 0.07% -725 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,893 $879K 0.5% +1,738 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,881 $877K 0.07% -84 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,868 $875K 0.14% +336 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 4,862 $874K 0.19% new 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 4,861 $874K 0.1% -3,690 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,856 $873K 0.12% +6 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,836 $869K 0.05% +103 13F-HR/A Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,787 $860K 0.24% -83 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,329 $857K -855 Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,764 $856K 0.03% -140 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,558 $854K 0.17% -1,113 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,741 $852K 0.05% +15 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 4,727 $849K 0.08% +70 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,715 $847K 0.36% +1,700 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,705 $845K 0.07% -389 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,694 $844K 0.46% +458 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,665 $838K 0.09% -174 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,645 $835K 0.14% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,645 $835K 0.04% +2,000 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,634 $833K 0.41% -490 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,610 $828K 1.01% 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,605 $828K 0.22% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,590 $825K 0.14% -110 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,521 $812K 0.1% +800 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,484 $806K 0.16% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 4,477 $805K <0.01% -52 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,477 $805K 0.05% -575 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,466 $803K 0.04% +121 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,459 $801K 0.02% -36 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 4,450 $800K 0.35% +643 13F-HR/A Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 4,450 $800K 0.39% -662 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,446 $799K 0.43% +3 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 4,444 $799K 0.11% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 4,441 $798K <0.01% -6,637 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,423 $795K 0.07% +1,682 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 4,422 $795K 0.12% -50 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,420 $794K 0.06% -99 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,395 $790K 0.1% -3 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,389 $789K 0.03% -5 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,386 $788K 0.21% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,364 $784K 0.01% -39 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 4,351 $782K 0.02% +698 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,341 $780K 0.02% +148 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,314 $775K 0.01% -171 13F-HR Timeline Group Benin Management CORP More: the full row for Benin Management CORP 4,300 $773K 0.22% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,296 $772K 0.22% 0 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,294 $772K 0.5% new 13F-HR/A Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,285 $770K 0.41% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,279 $769K 0.04% -20 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 4,263 $766K 0.11% -223 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,246 $763K 0.6% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,243 $762K 0.04% -63 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 4,242 $762K 0.17% -10,591 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,206 $756K 0.3% -214 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 4,205 $756K 0.07% +178 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,192 $753K 0.18% -50 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,190 $753K 0.1% +455 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,180 $751K 0.52% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,151 $746K 0.28% +25 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,559 $742K 0.08% +100 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,208 $742K 0.01% -1,793 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 4,128 $742K 0.05% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,123 $741K 0.03% +77 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 4,121 $740K 0.05% +142 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 4,119 $740K 1.13% +11 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,116 $740K 0.17% -3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,115 $739K 0.05% +2 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,108 $738K 0.1% +115 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 4,100 $737K 0.14% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 4,101 $737K 0.21% -161 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,094 $736K 0.03% +493 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,089 $735K 0.06% +31 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 4,080 $733K 0.8% -5 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,065 $730K 0.05% +476 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,059 $729K 0.21% -100 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,055 $729K 0.03% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,025 $723K 0.03% 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,019 $722K 0.06% +1,977 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,018 $722K 0.07% +12 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,013 $721K 0.06% -129 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,011 $721K 0.07% +63 13F-HR Timeline Group Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 4,004 $719K 0.34% +150 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,000 $719K 0.19% +24 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,000 $719K 0.52% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,997 $718K 0.15% +77 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,992 $717K 0.09% +512 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,975 $714K 0.09% +250 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 3,971 $714K 0.06% +793 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,969 $713K 0.75% +1,327 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,964 $712K 0.09% -741 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,964 $712K 0.01% -2,153 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,963 $712K <0.01% -81 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,959 $711K 0.77% +123 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,942 $708K 0.27% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,927 $706K 0.02% +783 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,923 $705K 0.05% +281 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,922 $705K 0.08% +5 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,918 $704K 0.04% -18 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,906 $702K 0.14% +387 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,893 $700K 0.29% +23 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 3,886 $698K 0.45% -500 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,880 $697K 0.14% -699 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3,877 $697K 0.52% +165 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,894 $695K 0.84% +70 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,862 $694K 0.22% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,855 $693K 0.06% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,832 $689K 0.16% -53 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,826 $687K 0.17% -376 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,790 $681K 0.06% +293 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,787 $681K 0.13% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,787 $681K 0.07% +3,749 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,776 $679K 0.09% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,772 $678K 0.02% +30 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,771 $678K 0.31% +2 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,756 $675K 0.03% -391 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,750 $674K 0.03% -1,375 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,735 $671K 0.37% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,719 $668K 0.1% -296 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,716 $668K 0.04% -183 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,031 $668K 0.34% -96 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,715 $668K 0.05% -36 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3,694 $667K 0.24% +212 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 3,700 $665K 0.25% +330 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,695 $664K 0.31% +58 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,695 $664K 0.36% -130 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,687 $663K 0.05% -147 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,679 $661K 0.26% -47 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,668 $659K 0.07% 0 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 4,427 $657K 0.04% +16 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,653 $656K 0.01% -61 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,643 $655K 0.4% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,640 $654K 0.37% +15 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,639 $654K 0.22% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,634 $653K 0.03% -900 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 3,158 $652K 0.13% +31 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,627 $652K 0.72% -138 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,046 $650K 0.06% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,606 $648K 0.11% +85 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,325 $647K 0.12% +270 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 3,598 $647K 0.08% +145 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,580 $643K 0.05% new 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,574 $642K 0.26% -16 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,574 $642K 0.48% 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,563 $640K 0.02% 0 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 3,555 $639K 0.52% +750 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,554 $639K 0.71% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,551 $638K 0.35% -1,385 13F-HR Timeline