Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,281 $725K 0.52% +31 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,280 $724K 0.52% -19 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,277 $724K 0.01% +341 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,275 $723K 0.01% 0 13F-HR Timeline Group INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 3,271 $722K 0.28% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,267 $722K 0.03% +228 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,264 $721K 0.1% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,524 $721K 0.07% -52 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,257 $719K 0.15% -164 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,254 $719K 0.02% +53 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,253 $718K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,245 $717K 0.06% +411 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,241 $716K 0.27% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,239 $715K 0.12% +1,738 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,226 $712K 0.07% +20 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,223 $712K 0.17% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,217 $710K 0.01% +96 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 3,213 $710K 0.51% +10 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,204 $708K 0.11% 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,200 $707K 0.55% -50 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,199 $706K 0.03% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,181 $702K 0.04% -201 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,175 $701K 0.19% -3 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,172 $700K 0.21% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,165 $699K 0.52% +25 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,159 $698K 0.04% +2,671 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 3,157 $697K 0.4% +777 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,152 $696K 0.05% -74 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,148 $695K 0.02% -4 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,345 $694K 0.1% +1,632 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 3,139 $693K 0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,116 $688K 0.08% +525 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,094 $683K 0.04% -27 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 3,090 $682K 0.15% 0 13F-HR/A Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 3,086 $681K 0.13% +6 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,083 $681K <0.01% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,082 $681K 0.73% +29 13F-HR/A Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,068 $678K 0.2% +3 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,059 $676K 0.16% +127 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,055 $675K 0.04% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,048 $673K 0.02% -625 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,043 $672K 0.31% +99 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 3,037 $671K 0.27% +2 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,037 $671K 0.02% -151 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,036 $670K 0.11% 0 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 3,034 $670K <0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,028 $669K 0.04% 0 13F-HR/A Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 3,133 $668K 0.01% +126 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,019 $667K 0.06% +1,098 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,010 $665K 0.31% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,988 $660K 0.14% +5 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,987 $660K 0.01% -8,799 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,216 $657K 0.11% +2 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,971 $656K 0.03% -100 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,941 $649K 0.01% -646 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,248 $648K 0.04% +64 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 2,934 $648K 0.46% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,931 $647K 0.02% -1,719 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,915 $644K 0.07% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,903 $641K 0.27% +50 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,902 $641K 0.25% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,894 $639K 0.06% -74 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,891 $638K 0.03% -143 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,871 $634K 0.01% -15 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,871 $634K 0.08% -2,627 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,861 $632K 0.04% -342 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,847 $629K 0.02% +229 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,847 $629K 0.16% -2 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 2,842 $628K 0.07% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,835 $626K 0.22% -1,433 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 2,825 $624K 1.23% -191 13F-HR/A Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,825 $624K 0.31% -500 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,823 $623K 0.07% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,822 $623K 0.06% -59 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,819 $623K 0.02% -8 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,909 $622K 0.3% 0 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 2,812 $621K 0.25% -8,779 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,810 $621K 0.03% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,809 $620K 0.01% +178 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,805 $619K 0.04% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,804 $619K 0.08% +2 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,783 $615K 0.01% +149 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,779 $614K 0.19% -133 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,775 $613K 0.02% -150 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,773 $612K 0.02% -1,492 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,764 $610K 0.16% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,759 $609K 0.04% -1,146 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,753 $608K 0.05% +26 13F-HR/A Timeline 111 Capital More: the full row for 111 Capital 2,751 $608K 0.12% -4,756 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,750 $607K 0.12% +850 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,747 $607K 0.07% -175 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 2,731 $603K 0.18% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,726 $602K 0.05% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,725 $602K 0.07% -25 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 2,707 $598K +1,281 Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,005 $594K 0.16% -3,692 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,687 $593K 0.14% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,677 $591K 0.25% +2,631 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,676 $591K 0.06% -157 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,674 $591K 0.26% +3 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,664 $588K 0.05% -27 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,657 $587K 0.04% +25 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 2,650 $585K 0.29% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,648 $585K 0.14% +282 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,646 $584K 0.01% -39 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,545 $582K 0.22% -988 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,630 $581K 0.46% -16 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,626 $580K 0.04% -102 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 2,618 $578K 0.21% +89 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,615 $578K 0.06% +1 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,607 $576K 0.01% +7 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,605 $575K 0.04% -1,439 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,605 $575K 0.32% +1 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,603 $575K 0.36% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,599 $574K 0.07% -55 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,590 $572K 0.45% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,590 $572K 0.1% -240 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,590 $572K 0.09% -52 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,490 $570K 0.49% -1,625 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,578 $569K 0.1% +786 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 2,574 $568K 0.16% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,571 $568K 0.32% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,562 $566K 0.33% -296 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,552 $564K 0.15% +408 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,546 $562K 0.03% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,542 $561K 0.07% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,539 $561K 0.07% +2 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 2,538 $560K 0.06% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,738 $558K 0.52% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,520 $556K 0.16% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,511 $555K 0.25% +3 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 2,509 $554K <0.01% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 2,508 $554K 0.13% +190 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,499 $552K 0.13% +1,500 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,495 $551K 0.03% +81 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,483 $548K 0.11% -40 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,481 $548K 0.03% -604 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,459 $543K 0.06% +14 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,458 $543K 0.14% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,489 $543K 0.07% -11,032 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,451 $541K 0.29% +105 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,439 $539K 0.08% +67 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,436 $538K 0.37% +983 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,442 $537K 0.34% -9 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,465 $537K 0.04% +141 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 2,429 $536K 0.34% +15 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,429 $536K 0.01% -2,228 13F-HR/A Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,426 $536K 0.09% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 2,426 $536K 0.16% -24 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,422 $535K 0.2% -73 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,415 $533K 0.05% -150 13F-HR/A Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,401 $530K 0.2% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,401 $530K 0.05% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,317 $530K 0.08% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,380 $526K 0.03% -410 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,379 $525K 0.04% +80 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,369 $523K 0.11% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,353 $520K 0.01% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,350 $519K 0.08% +1 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,346 $518K 0.01% -686 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,342 $517K 0.04% -209 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,341 $517K 0.11% -133 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,335 $516K 0.08% -6,741 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,331 $515K 0.24% +900 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 2,328 $514K 0.19% +94 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,323 $513K 0.03% -837 13F-HR Timeline Trust Co More: the full row for Trust Co 2,320 $512K 0.05% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,317 $512K 0.04% +197 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,315 $511K 0.02% +5 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 2,314 $511K 0.03% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,313 $511K 0.06% -75 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,296 $507K 0.23% -1,125 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,295 $507K 0.07% -957 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 2,286 $505K 0.11% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,286 $505K 0.07% -110 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,312 $503K 0.04% -30 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,276 $503K 0.03% -202 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,276 $503K 0.03% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,272 $502K 0.05% +612 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,253 $498K 0.04% +3 13F-HR Timeline Group NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 2,250 $497K 0.03% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,245 $496K 0.06% +67 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 2,241 $495K 0.32% -65 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,241 $495K 0.04% +21 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,235 $494K 0.05% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,222 $491K 0.2% +1 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,219 $490K 0.02% +424 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,205 $487K 0.32% -45 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,200 $486K 0.22% +6 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,192 $484K 0.15% +14 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,189 $484K 0.01% +615 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,182 $482K 0.32% +7 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,180 $481K 0.04% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,164 $478K 0.05% -127 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,164 $478K 0.16% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,149 $475K 0.15% -18 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,148 $474K 0.04% -20 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,148 $474K 0.08% +333 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,362 $474K 0.21% -130 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,137 $472K 0.04% +1,047 13F-HR Timeline