Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 802 $297K 0.11% +262 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 802 $297K 0.05% +13 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 801 $297K 0.14% 0 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 800 $297K <0.01% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 800 $297K 0.15% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 798 $296K 0.09% +19 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 796 $295K 0.16% +1 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 796 $295K 0.17% +1 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 794 $294K 0.17% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 793 $294K 0.29% +1 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 792 $294K 0.02% 0 13F-HR Timeline Anson Capital, Inc. 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Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 717 $266K 0.11% -279 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 715 $265K 0.23% -98 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 714 $265K 0.16% -21 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 713 $264K 0.02% -185 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 713 $264K 0.02% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 713 $264K 0.03% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 711 $264K 0.02% -124 13F-HR Timeline Patten Group, Inc. 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More: the full row for Seek First Inc. 696 $258K 0.23% 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 691 $256K 0.03% +15 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 691 $256K 0.06% -49 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 690 $256K 0.1% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 690 $256K 0.02% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 688 $255K 0.05% +143 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 687 $255K 0.02% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 687 $255K 0.04% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 687 $255K 0.1% -12 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 686 $254K 0.08% -13 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 685 $254K 0.07% +32 13F-HR/A Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 685 $254K 0.16% -693 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 681 $253K 0.04% +1 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 681 $253K 0.11% 0 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 678 $251K 0.11% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 678 $251K 0.11% -1 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 677 $251K 0.14% +17 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 675 $250K 0.13% +1 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 609 $250K 0.25% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 673 $250K 0.17% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 671 $249K 0.05% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 670 $248K 0.24% -55 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 670 $248K 0.09% -489 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 669 $248K 0.04% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 665 $247K 0.04% 0 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 660 $245K 0.23% -106 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 659 $244K 0.17% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 659 $244K 0.02% +5 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 657 $244K 0.02% -45 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 656 $243K 0.07% +10 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 656 $243K 0.17% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 653 $242K 0.02% +450 13F-HR Timeline Group Columbia Bank More: the full row for Columbia Bank 652 $242K 0.08% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 650 $241K 0.08% -564 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 650 $241K 0.23% -33 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 646 $240K 0.15% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 645 $239K 0.08% +4 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 645 $239K 0.07% -529 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 645 $239K 0.01% +108 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 724 $239K 0.25% 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 642 $238K 0.09% +29 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 642 $238K 0.06% -94 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 639 $237K 0.07% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 639 $237K 0.07% -11 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 639 $237K 0.1% -72 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 638 $237K 0.09% +215 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 637 $236K 0.12% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 634 $235K 0.21% -411 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 665 $235K 0.1% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 633 $235K 0.18% +86 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 633 $235K 0.15% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 631 $234K 0.03% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 631 $234K 0.03% -15 13F-HR Timeline Group L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 627 $232K 0.16% 0 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 626 $232K 0.23% -112 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 625 $232K 0.14% -420 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 625 $232K 0.06% -80 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 622 $231K 0.09% 0 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 622 $231K 0.1% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 622 $231K 0.04% 0 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 622 $231K 0.08% -106 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 621 $230K 0.22% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 620 $230K 0.02% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 620 $230K 0.27% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 620 $230K 0.01% -712 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 618 $229K 0.07% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 618 $229K <0.01% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 614 $228K 0.01% +57 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 613 $227K 0.15% +87 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 612 $227K 0.09% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 612 $227K 0.03% +94 13F-HR/A Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 609 $226K 0.03% 0 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 609 $226K 0.15% -3 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 609 $226K 0.08% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 609 $226K 0.03% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 608 $225K 0.12% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 606 $225K 0.06% +37 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 548 $225K 0.21% +1 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 605 $224K 0.03% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 605 $224K 0.05% new 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 598 $222K 0.04% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 598 $222K 0.03% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 596 $221K 0.04% 0 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 596 $221K 0.19% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 595 $221K 0.01% 0 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 595 $221K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 594 $220K 0.07% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 594 $220K 0.22% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 593 $220K 0.08% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 592 $220K 0.11% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 534 $219K 0.03% 0 13F-HR Timeline Group SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 589 $218K 0.14% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 587 $218K 0.04% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 587 $217K 0.03% new 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 574 $217K 0.24% -27 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 585 $217K 0.06% -6,898 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 585 $217K 0.14% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 584 $216K 0.16% 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 583 $216K 0.08% new 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 582 $216K 0.02% -118 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 581 $215K 0.14% -100 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 581 $215K 0.15% new 13F-HR/A Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 580 $215K 0.08% 0 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 580 $215K 0.17% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 577 $214K 0.04% +84 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 577 $214K 0.08% +1 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 576 $214K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 575 $213K 0.01% -285 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 575 $213K 0.19% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 573 $212K 0.1% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 572 $212K 0.18% -561 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 572 $212K 0.07% +7 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 573 $212K 0.09% 0 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 566 $212K 0.07% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 570 $211K 0.12% 0 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 569 $211K 0.01% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 569 $211K 0.09% +21 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 569 $211K 0.06% new 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 569 $211K 0.1% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 568 $211K 0.14% -115 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 567 $210K 0.04% -59 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 566 $210K 0.03% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 566 $210K 0.09% -14 13F-HR Timeline