Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,213 $262K 0.01% new 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,211 $261K 0.06% 0 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 1,211 $261K 0.06% +28 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,211 $261K 0.04% -3 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,205 $261K 0.19% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,208 $261K 0.12% +5 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,204 $260K 0.11% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,203 $260K 0.01% -314 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,198 $259K 0.1% +81 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,197 $258K 0.01% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,187 $257K 0.1% +5 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,190 $257K 0.05% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,186 $257K <0.01% new 13F-HR Timeline Group Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 1,187 $256K 0.06% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,185 $256K 0.07% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,183 $255K 0.01% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,179 $254K 0.03% +4 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,178 $254K 0.17% -233 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 1,176 $254K 0.06% -65 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,171 $253K 0.03% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,169 $252K 0.06% 0 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,168 $252K 0.13% -292 13F-HR/A Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,168 $252K 0.06% +3 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,168 $252K 0.03% 0 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 1,167 $252K 0.15% +141 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,165 $251K +117 Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,163 $251K 0.06% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 1,161 $251K <0.01% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,161 $251K 0.04% -6 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 1,158 $250K 0.08% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,154 $249K 0.02% +3 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,150 $248K 0.01% -289 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 1,150 $248K 0.1% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,148 $248K 0.07% +5 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,146 $247K 0.04% -581 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,144 $247K 0.02% -981 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,143 $247K 0.08% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,142 $246K 0.05% -60 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,141 $246K 0.01% +80 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,137 $245K 0.02% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,139 $245K 0.1% -56 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,134 $245K 0.01% +116 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,130 $244K 0.08% +4 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 1,129 $244K 0.17% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,129 $244K 0.07% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,127 $243K 0.09% -20 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,125 $243K 0.13% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,124 $243K 0.07% +31 13F-HR/A Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,118 $242K 0.02% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 1,118 $241K 0.07% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,115 $241K 0.26% -26 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,111 $240K 0.02% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,105 $239K 0.03% -16 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,104 $238K 0.02% +4 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 1,100 $237K 0.04% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,100 $237K 0.13% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,093 $236K <0.01% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,090 $235K 0.04% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,090 $235K 0.42% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,085 $234K 0.2% 0 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 1,081 $233K 1.07% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,073 $232K 0.01% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,070 $231K 0.06% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,067 $230K <0.01% new 13F-HR Timeline Group ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,067 $230K 0.09% new 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,066 $230K 0.03% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,064 $230K 0.03% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,055 $228K 0.05% -680 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,054 $227K 0.02% +20 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,046 $227K 0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,039 $226K 0.02% +494 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 1,043 $226K 0.06% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,045 $226K 0.09% +4 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,045 $225K 0.09% +5 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,043 $225K 0.14% -1,035 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 1,038 $224K 0.22% 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,037 $224K 0.13% +16 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 1,034 $223K 0.14% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,033 $223K 0.03% new 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,033 $223K 0.04% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,033 $223K 0.1% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 1,030 $222K 0.11% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,030 $222K 0.06% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,029 $222K 0.04% -1 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,029 $222K 0.01% new 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 1,028 $222K 0.06% 0 13F-HR Timeline VORPAL, LLC More: the full row for VORPAL, LLC 1,027 $222K 0.9% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,024 $221K <0.01% new 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,021 $220K 0.09% +1,021 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,020 $220K 0.05% -925 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 1,020 $220K 0.15% -804 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,014 $219K 0.03% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,014 $219K 0.1% new 13F-HR/A Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,013 $219K 0.15% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 1,011 $218K 0.02% -127 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,006 $218K 0.11% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,006 $217K 0.14% +11 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,002 $216K 0.05% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,000 $216K 0.03% new 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,000 $216K 0.08% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,000 $216K 0.01% 0 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 1,000 $216K 0.05% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,000 $216K 0.11% 0 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 1,000 $216K 0.1% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 999 $216K 0.02% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 995 $216K 0.02% -38 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 998 $215K 0.05% -322 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 998 $215K 0.11% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,000 $215K 0.07% new 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 994 $215K 0.05% new 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 991 $215K 0.13% +9 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 995 $215K 0.02% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 995 $215K 0.01% 0 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 995 $215K 0.07% -16 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 994 $214K 0.14% -1 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 990 $214K 0.05% 0 13F-HR Timeline Group MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 988 $213K 0.01% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 987 $213K 0.08% 0 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 986 $213K 0.18% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 985 $213K 0.13% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 981 $212K 0.02% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 977 $211K 0.14% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,041 $211K 0.01% +64 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 975 $210K 0.03% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 974 $210K 0.67% 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 975 $210K 0.08% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 971 $210K 0.02% -74 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 970 $209K 0.18% new 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 965 $208K 0.04% new 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 960 $207K 0.14% new 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 954 $207K 0.12% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 959 $207K 0.15% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 952 $206K 0.01% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 955 $206K 0.04% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 954 $206K 0.13% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 951 $205K 0.03% new 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 950 $205K 0.09% new 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 949 $205K 0.1% new 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 943 $203K 0.12% 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 939 $203K 0.05% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 937 $202K 0.12% -473 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 935 $202K 0.12% new 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 933 $201K 0.01% new 13F-HR/A Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 931 $201K 0.08% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 930 $201K 0.01% new 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 930 $201K 0.09% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 928 $200K 0.1% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 927 $200K 0.02% -69 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 927 $200K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 913 $197K 0.03% +600 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 903 $195K 0.01% -565 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 902 $195K 0.09% -398 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 893 $193K 0.01% +60 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 880 $190K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 861 $186K 0.02% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 818 $177K 0.08% -912 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 815 $176K 0.02% -125 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 811 $175K 0.02% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 798 $172K 0.11% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 761 $164K 0.11% +3 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 755 $163K 0.04% +99 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 722 $156K 0.03% -132 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 714 $154K 0.01% +458 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 707 $153K 0.05% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 706 $153K 0.05% -78 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 707 $153K 0.05% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 695 $150K 0.05% -10 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 695 $150K 0.04% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 688 $148K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 685 $148K 0.02% -58 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 661 $143K 0.04% +121 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 654 $142K 0.01% +64 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 654 $141K 0.06% +2 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 633 $137K <0.01% -104 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 631 $136K 0.06% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 630 $136K 0.04% +3 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 627 $135K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 624 $135K 0.03% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 614 $132K 0.05% +608 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 605 $131K 0.04% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 600 $129K 0.06% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 598 $129K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 586 $126K 0.02% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 571 $123K <0.01% -75,074 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 567 $123K 0.01% -650 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 557 $120K 0.02% 0 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 533 $115K 0.05% +240 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 532 $115K 0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 530 $114K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 515 $111K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 511 $110K 0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 500 $108K 0.04% -200 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 491 $106K 0.03% -4 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 489 $106K 0.01% -445 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New Millennium Group LLC More: the full row for New Millennium Group LLC 473 $102K 0.05% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 467 $101K 0.06% +113 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 443 $95.7K 0.01% +1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 442 $95.4K <0.01% -23 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 440 $94.9K 0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 433 $93.4K 0.07% new 13F-HR Timeline