Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,910 $688K 0.33% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,909 $688K 0.2% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,898 $685K 0.09% -33 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,898 $685K 0.05% -174 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,897 $685K 0.09% -3 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,053 $684K 0.45% -38 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,059 $684K 0.27% +63 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,890 $683K 0.22% +1,314 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,883 $681K 0.14% -15 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 2,875 $680K 0.5% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,867 $678K 0.08% +6 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,858 $676K <0.01% +1,557 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,856 $675K 0.16% +21 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,851 $674K 0.19% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,848 $673K 0.21% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,845 $672K 0.15% +22 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,838 $671K 0.21% -300 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,836 $670K 0.08% -269 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,823 $667K 0.04% -4,650 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,822 $667K 0.16% -944 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,817 $666K 0.4% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,815 $665K 0.01% -40 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,809 $664K 0.07% +954 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,804 $663K 0.05% +67 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,801 $662K 0.66% +61 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,798 $661K 0.19% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,793 $660K 0.22% +273 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,783 $658K 0.05% -96 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,781 $657K 0.17% +48 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,778 $657K 0.06% -46 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 2,770 $655K 0.48% -500 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,769 $654K 0.15% -1 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,821 $654K 0.13% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,765 $654K 0.06% -7 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,764 $653K 0.1% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,761 $653K 0.1% +602 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,759 $652K 0.01% +108 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,755 $651K 0.2% +50 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,752 $650K 0.09% +108 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,749 $650K 0.11% +50 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,745 $648K 0.12% +750 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,733 $646K 0.57% -227 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,731 $646K 0.06% -200 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,922 $645K 0.23% +439 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,696 $637K 0.12% +125 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,697 $637K 0.04% -264 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,691 $636K 0.08% +45 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,688 $636K 0.08% 0 13F-HR Timeline Group Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 2,675 $632K 0.31% -74 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 2,670 $631K 0.29% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,669 $631K 0.31% 0 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 2,670 $631K 0.24% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,653 $627K 0.18% -110 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,638 $623K 0.21% -493 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,631 $622K 0.05% -3 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 2,630 $622K 0.11% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,621 $619K 0.11% +332 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 2,619 $619K 0.05% -5,810 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,511 $619K 0.34% +14 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,618 $619K 0.13% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,616 $618K 0.06% -690 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,615 $618K 0.02% +103 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,612 $617K 0.28% +15 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,604 $616K 0.19% -410 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,600 $615K 0.13% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,600 $615K 0.04% +44 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,593 $613K 0.32% -27 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 2,592 $613K 0.05% +78 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,589 $612K -442 Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,583 $611K 0.05% +158 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,575 $609K 0.32% -60 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,575 $609K 0.16% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,574 $608K 0.12% -42 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,564 $606K 0.12% -201 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,561 $605K 0.41% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,544 $601K 0.02% +139 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,544 $601K 0.35% +59 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,544 $601K 0.11% +203 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,539 $600K 0.11% +180 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 2,538 $600K 0.29% -1,196 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,534 $599K 0.03% +104 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 2,533 $599K 0.42% -324 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,526 $597K 0.11% -409 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,525 $597K 0.29% -170 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,530 $594K 0.09% +409 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,508 $593K 0.46% +14 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,501 $591K 0.06% -204 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 2,622 $591K 0.2% -43 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,497 $590K 0.03% -112 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,493 $589K 0.22% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,483 $587K 0.43% -28 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,481 $586K 0.04% -483 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,472 $584K 0.04% -66 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,472 $584K 0.12% +1,397 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,471 $584K 0.32% -80 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,470 $584K 0.16% -174 13F-HR/A Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,469 $584K 0.13% +10 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,468 $583K 0.08% +900 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 2,464 $582K 1.34% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,450 $579K 0.37% 0 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 2,440 $577K 0.37% +28 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,438 $576K 0.45% +137 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,436 $576K 0.1% -312 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,528 $575K 0.09% new 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,428 $574K 0.3% +12 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,418 $572K 0.13% -120 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,417 $571K 0.09% -16 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,416 $571K 0.03% +25 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,410 $570K 0.06% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,408 $569K 0.05% +7 13F-HR Timeline James T. Borello RIA More: the full row for James T. Borello RIA 2,402 $568K 0.15% +28 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,400 $567K 0.74% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,395 $566K 0.04% +854 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,395 $566K 0.14% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,395 $566K 0.05% +3 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,392 $565K 0.13% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,388 $564K 0.11% +7 13F-HR Timeline TIG Advisors, LLC in group TIG Advisors, LLC More: the full row for TIG Advisors, LLC 2,379 $562K 0.03% new 13F-HR Timeline Group Generation Capital Management LLC More: the full row for Generation Capital Management LLC 2,376 $562K 0.41% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,369 $560K 0.4% +33 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,365 $559K 0.33% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,361 $558K 0.04% +116 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,357 $557K 0.14% +2 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,356 $557K 0.18% -80 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 2,350 $555K 0.06% -1,255 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,350 $555K 0.14% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,349 $555K 0.04% -185 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,348 $555K 0.17% -775 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,345 $554K 0.07% -18 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 2,341 $553K 0.09% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,333 $551K 0.4% +13 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 2,350 $551K 0.08% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,324 $549K 0.16% +49 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,324 $549K 0.23% -38 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,318 $548K 0.05% +69 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,310 $546K 0.21% -834 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,309 $546K 0.11% 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,309 $546K 0.18% +12 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,308 $546K 0.03% -183 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,305 $545K 0.03% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,305 $545K 0.18% +12 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,296 $543K 0.04% -31 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,296 $543K 0.24% +5 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,294 $542K 0.13% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,291 $542K 0.02% +449 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,290 $541K 0.12% +530 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Advisors, LLC More: the full row for Financial Advisors, LLC 2,287 $541K 0.1% 0 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 2,280 $539K <0.01% -3,215 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,278 $538K 0.1% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,270 $537K 0.13% +30 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,270 $537K <0.01% -507 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,265 $535K 0.08% +213 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,261 $534K 0.05% new 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,259 $534K 0.09% -146 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,255 $533K 0.54% +2 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,253 $533K 0.24% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,252 $532K 0.12% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,252 $532K 0.03% +45 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,251 $532K 0.29% -44 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 2,250 $532K 0.06% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,250 $532K 0.3% 0 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 2,250 $532K 0.15% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,338 $531K 0.01% +804 13F-HR Timeline Group Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,234 $528K 0.26% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,232 $528K 0.06% +376 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,224 $526K 0.13% -598 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,217 $524K 0.4% -87 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,212 $523K 0.27% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,211 $523K 0.04% +539 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,210 $522K 0.33% -85 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 2,209 $522K 0.04% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,197 $519K 0.17% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,192 $518K 0.02% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,185 $516K 0.06% -2,023 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,179 $515K 0.32% +760 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,175 $514K 0.4% +137 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,173 $514K 0.25% +22 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 2,165 $512K 0.16% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,162 $511K 0.14% -490 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,161 $511K 0.13% -83 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 2,161 $511K 0.38% +507 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,151 $508K 0.05% -192 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 2,240 $506K 0.05% +694 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,140 $506K 0.03% -145 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,136 $505K 0.44% -3 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 2,129 $503K 0.22% +139 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,126 $503K 0.41% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,122 $502K 0.31% -1,069 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,113 $499K 0.18% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,103 $497K 0.09% -27 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,099 $496K 0.02% -54 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,098 $496K 0.12% +85 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,103 $495K 0.06% -868 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,087 $493K 0.17% +208 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,100 $493K 0.16% -3 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,083 $492K 0.23% -373 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,082 $492K 0.02% -10 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,082 $492K 0.19% -37 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,071 $492K 0.1% +5 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,080 $492K 0.19% 0 13F-HR Timeline