J. Goldman & Co LP More: the full row for J. Goldman & Co LP 5,000 $864K 0.03% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 4,984 $861K 0.12% -32 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 4,984 $861K 0.15% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,980 $860K 0.16% +5 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,288 $858K 0.28% -97 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,965 $858K 0.58% +1,014 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,949 $855K 0.02% +662 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 4,934 $852K 0.29% +303 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,929 $851K 0.25% +297 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 4,923 $850K 0.21% +343 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,898 $846K 0.32% +354 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 4,893 $845K 0.37% -172 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,886 $844K 0.87% -152 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 4,879 $843K 0.24% +273 13F-HR/A Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,844 $837K 0.26% +147 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 4,839 $836K 0.7% +460 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 4,831 $834K 0.44% -201 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,819 $832K 0.12% -1,387 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,789 $827K 0.39% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 4,759 $822K 0.65% -152 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,756 $822K 0.2% +381 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,742 $819K 0.15% +5 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,737 $818K 0.24% +550 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,736 $818K 0.45% +106 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,731 $817K 0.04% +3,336 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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More: the full row for Conservest Capital Advisors, Inc. 4,569 $789K 0.08% 0 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 4,609 $787K <0.01% +1,208 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,549 $786K 0.08% +3,262 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,543 $785K 0.15% -245 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 4,540 $784K 0.56% +85 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,519 $781K 0.03% +24 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,505 $778K 0.14% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,496 $777K 0.03% +770 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 4,483 $774K 0.2% +1,140 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 4,460 $771K 0.4% -1,624 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,447 $768K 0.04% +282 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,444 $768K 0.15% +14 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,454 $768K 0.3% -2 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 4,577 $767K 0.13% -34,158 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 4,724 $767K 0.73% +26 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,434 $766K 0.58% -211 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 4,425 $764K 0.53% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,425 $764K 0.31% +9 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 4,412 $762K 0.35% 13F-HR/A Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,408 $761K 0.05% -51 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,407 $761K 0.36% +12 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,399 $760K 0.37% -179 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for Passive Capital Management, LLC. 4,236 $732K 0.23% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 4,213 $728K 0.23% +10 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 4,199 $725K 0.11% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,181 $722K 0.02% +11 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,178 $722K 0.63% 0 13F-HR Timeline TCI Wealth Advisors, Inc. 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More: the full row for Patten Group, Inc. 4,086 $706K 0.16% +1,560 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 4,084 $705K 0.76% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 4,080 $705K 0.31% -100 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,079 $705K 0.28% -273 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 4,062 $701K 0.31% +1,180 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,056 $701K 0.03% +798 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,046 $699K 0.06% -153 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 4,034 $697K 0.13% +379 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,030 $696K 0.32% -892 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 4,021 $695K 0.13% +2,253 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,005 $692K 0.06% -1,075 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4,003 $691K 0.45% -366 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,000 $691K 0.57% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,994 $690K 0.37% +6 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 3,982 $688K 0.24% +99 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,969 $686K 0.22% +2,435 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 4,099 $683K 0.48% -194 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,952 $683K 0.31% -50 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,197 $681K 0.14% +195 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,943 $681K 0.08% new 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,937 $680K 0.61% -88 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,928 $679K 0.04% -65 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,919 $677K 0.06% -266 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,918 $677K 0.63% -772 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 3,909 $675K 0.27% -113 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 3,900 $674K 0.54% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,896 $673K 0.17% -23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,889 $672K 0.18% -155 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,886 $671K 0.14% +1,236 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,881 $670K 0.02% -15 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 3,923 $670K <0.01% +1,053 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,874 $669K 0.14% +22 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,865 $668K 0.15% +60 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 3,854 $666K 0.38% +350 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,735 $665K 0.65% +168 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,851 $665K 0.1% -69 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 3,813 $659K 0.55% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,806 $658K 0.07% +728 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,796 $656K <0.01% 0 13F-HR Timeline Group ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,793 $655K 0.23% -77 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,787 $654K 0.2% +1 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,787 $654K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,780 $653K 0.11% +120 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,776 $652K 0.48% -43 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 3,775 $652K 0.31% -355 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,769 $651K 0.17% -373 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,762 $650K 0.08% -286 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,758 $649K 0.13% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,757 $649K 0.07% +1,351 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,752 $648K 0.49% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,750 $648K 0.01% +400 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 3,725 $643K 0.53% -721 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,701 $639K 0.07% -442 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,687 $637K 0.11% +287 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,676 $635K 0.11% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,674 $635K 0.34% +111 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,668 $634K 0.18% 0 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 3,665 $633K 0.33% -1,131 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,661 $632K 0.1% +1,570 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 3,659 $632K 0.6% +115 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 3,652 $632K 0.01% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 3,656 $632K 0.41% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,646 $630K 0.21% -728 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,646 $630K 0.25% -31,672 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,625 $626K 0.37% +270 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,623 $626K 0.02% +1,881 13F-HR Timeline Group Planning Center, Inc. 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Roy Papp & Associates, LLP 3,565 $616K 0.08% -2 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,558 $615K <0.01% +1,510 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,547 $613K 0.31% -126 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,618 $613K 0.2% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,546 $613K 0.22% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,543 $612K 0.07% +1,760 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,534 $610K 0.03% -934 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,521 $608K 0.1% +81 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,511 $606K 0.28% -911 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 3,508 $606K 0.24% -171 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,498 $604K 0.13% +16 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,493 $603K 0.19% -130 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,490 $603K 0.07% +1 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,481 $601K 0.17% +249 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 3,477 $601K 0.14% -3,480 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 3,476 $600K 0.6% -384 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,471 $600K 0.53% -6 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,463 $598K 0.02% +82 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,451 $596K 0.33% -51 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,447 $595K 0.09% +179 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 3,446 $595K <0.01% new 13F-HR Timeline Group Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 3,444 $595K 1.52% +115 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,443 $595K 0.04% -92 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 3,480 $594K 0.09% +312 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,439 $594K 0.1% -12,037 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,422 $591K 0.25% +345 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 3,418 $590K 0.49% +1,242 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,405 $588K 0.13% +2,315 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,399 $587K 0.02% -76 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,394 $586K 0.08% -527 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,393 $586K 0.53% -49 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,391 $586K 0.08% -754 13F-HR Timeline