ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,568 $387K 0.03% -600 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,567 $387K 0.03% +43 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,563 $386K 0.02% +120 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,558 $385K 0.1% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,555 $384K 0.1% +100 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,554 $384K 0.11% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,572 $384K 0.04% +15 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,550 $383K 0.01% +75 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,550 $383K 0.01% -500 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,550 $383K 0.08% +1,372 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,547 $382K 0.01% -18 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,544 $381K 0.01% +1 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,542 $381K 0.02% -71 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,538 $380K 0.27% +271 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,528 $378K 0.09% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,528 $378K 0.02% -1 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,526 $377K 0.03% -805 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,524 $377K 0.03% -1,036 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,501 $376K 0.02% -447 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 1,516 $375K 0.02% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,511 $373K 0.08% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,504 $372K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,500 $371K 0.09% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,500 $371K 0.04% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,494 $369K 0.08% +20 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,492 $369K 0.03% +1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,490 $368K 0.03% -474 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,486 $367K 0.06% +26 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 1,485 $367K 0.01% -8 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,484 $367K 0.07% +35 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,481 $366K 0.05% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,478 $365K 0.04% +1 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,478 $365K 0.08% -404 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,563 $365K 0.04% -39 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,472 $364K 0.16% +1 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,471 $363K 0.08% +15 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,464 $362K 0.02% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,461 $361K 0.01% +220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilltop National Bank More: the full row for Hilltop National Bank 1,460 $361K 0.09% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,212 $360K 0.06% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,451 $359K 0.02% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,450 $358K 0.03% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,442 $356K 0.57% -500 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,442 $356K 0.04% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,437 $355K 0.03% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,436 $355K 0.04% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,435 $354K 0.03% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,457 $354K 0.02% -621 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,435 $354K 0.09% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,431 $354K 0.2% -298 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,430 $353K 0.02% +71 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,429 $353K 0.09% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,428 $353K 0.06% +11 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,425 $352K 0.21% -462 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,425 $352K 0.05% 0 13F-HR/A Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,500 $352K 0.06% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,421 $351K 0.02% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,419 $351K 0.02% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,418 $350K 0.1% +7 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,418 $350K 0.03% +21 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,416 $350K <0.01% +33 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,415 $350K 0.09% +218 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,412 $349K 0.04% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,404 $347K 0.06% +22 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,404 $347K 0.11% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,400 $346K 0.04% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,400 $346K 0.09% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,399 $346K 0.06% 0 13F-HR Timeline Corecam AG More: the full row for Corecam AG 1,399 $346K 0.31% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,398 $345K 0.07% -194 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,397 $345K 0.12% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,390 $344K 0.13% +44 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,388 $343K 0.03% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,371 $339K 0.06% +130 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,371 $339K 0.23% -4 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,366 $338K 0.15% +1,364 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,362 $337K 0.02% new 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 1,360 $336K 0.04% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,360 $336K 0.09% 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,360 $336K 0.07% +37 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,354 $335K 0.08% -1 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,350 $334K 0.01% -5 13F-HR/A Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,348 $333K 0.14% +1 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,334 $330K 0.1% +4 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,328 $328K 0.02% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,326 $328K 0.15% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,325 $327K 0.02% +178 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,324 $327K 0.01% -108 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,322 $327K 0.02% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,321 $327K 0.04% -2,065 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,315 $325K 0.05% +50 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,314 $325K 0.01% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,313 $324K 0.02% +28 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,313 $324K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,306 $323K 0.01% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,303 $322K 0.04% +37 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,300 $321K 0.24% +100 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 1,300 $321K 0.04% -50 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,300 $321K 0.04% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,300 $321K 0.15% 0 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 1,282 $317K 0.02% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,282 $317K 0.21% -22 13F-HR Timeline MOTCO More: the full row for MOTCO 1,281 $317K 0.03% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,277 $316K 0.11% +14 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1,273 $315K 0.05% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,267 $313K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,264 $312K 0.02% -1,198 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 1,263 $312K 0.03% -36 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 1,242 $311K 0.12% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,257 $311K 0.04% +16 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,255 $310K 0.17% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,250 $309K 0.05% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,806 $307K 0.14% +19 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,238 $306K 0.12% +2 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,235 $305K 0.14% +3 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,234 $305K 0.22% +3 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 1,231 $304K 0.18% 0 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 1,228 $303K 0.19% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,226 $303K 0.01% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,225 $303K 0.04% -26 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,222 $302K 0.05% new 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 1,219 $301K 0.04% -35,159 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,213 $300K 0.02% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,212 $299K 0.04% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,212 $299K 0.02% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,204 $298K 0.07% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,201 $297K 0.02% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,200 $296K 0.14% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,200 $296K 0.04% -1,362 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,196 $296K 0.03% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,191 $294K 0.04% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,188 $294K 0.01% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,186 $293K 0.15% -106 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,186 $293K 0.01% -517 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,185 $293K 0.01% +254 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,184 $292K 0.15% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,181 $292K 0.13% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,179 $291K 0.17% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,178 $291K 0.08% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,787 $291K 0.01% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,174 $290K 0.02% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,173 $290K 0.04% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,167 $288K 0.11% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,165 $288K 0.01% -21,744 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,163 $287K 0.03% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,159 $286K 0.16% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,158 $286K 0.02% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,157 $286K 0.17% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,157 $286K 0.03% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,152 $285K 0.05% new 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,149 $284K 0.08% -1,011 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,145 $283K 0.04% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,142 $282K 0.1% new 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,136 $281K <0.01% new 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 1,136 $281K 0.11% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,135 $280K 0.15% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,076 $280K 0.17% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,133 $280K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,129 $279K 0.01% new 13F-HR/A Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,126 $278K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,125 $278K 0.03% +244 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,123 $277K 0.27% -14 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 1,171 $276K 0.06% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,116 $276K 0.06% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,225 $274K 0.02% -18 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,109 $274K 0.15% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,104 $273K 0.02% new 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,103 $272K 0.06% -12 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,100 $272K 0.15% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,100 $272K 0.02% new 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 1,099 $272K 0.07% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,093 $270K 0.02% -487 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,088 $269K 0.07% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,086 $269K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,085 $268K 0.01% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,082 $267K 0.06% -159 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,074 $265K 0.12% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,070 $264K 0.09% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,069 $264K 0.13% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,066 $263K 0.03% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,066 $263K 0.03% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,063 $263K 0.11% +111 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,062 $262K 0.07% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,060 $262K 0.01% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,061 $262K 0.1% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,058 $261K 0.14% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,050 $260K 0.05% new 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 1,050 $259K 0.02% 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,050 $259K 0.02% new 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 1,048 $259K <0.01% new 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,046 $259K 0.04% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,043 $258K 0.17% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,039 $257K 0.21% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,038 $256K 0.18% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,038 $256K 0.06% -304 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 1,035 $256K 0.04% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,035 $256K 0.04% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,033 $255K 0.03% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,032 $255K 0.01% +535 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,025 $253K 0.06% new 13F-HR Timeline