Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,096 $423K 0.04% +25 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,083 $420K 0.04% -300 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,080 $420K 0.09% -16 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,078 $419K 0.01% +555 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,078 $419K 0.05% -51 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,074 $419K 0.37% 13F-HR Timeline SYNTAX RESEARCH, INC. 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More: the full row for Horan Capital Advisors, LLC. 1,919 $387K 0.13% -10 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,918 $387K 0.08% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,918 $387K 0.02% new 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,916 $387K 0.1% -33 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,913 $386K 0.03% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,901 $384K 0.03% -34 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,900 $383K 0.34% 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,888 $381K 0.02% +17 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,881 $380K 0.06% -715 13F-HR/A Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,880 $379K 0.22% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,880 $379K 0.17% +226 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,877 $379K 0.1% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,874 $378K 0.03% +120 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,679 $378K 0.11% -111 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,871 $378K 0.31% 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,869 $377K 0.04% -42 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,862 $376K 0.33% 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,860 $375K 0.03% -195 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,856 $375K 0.08% -96 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,855 $374K 0.01% +91 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,850 $373K 0.2% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,844 $372K 0.02% +680 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,829 $369K 0.01% +1,151 13F-HR/A Timeline Fosun International Ltd More: the full row for Fosun International Ltd 1,829 $369K 0.12% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,824 $368K 0.02% -325 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,816 $367K 0.07% +618 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,815 $366K 0.04% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,811 $365K 0.09% +64 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,808 $365K 0.04% 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,806 $364K 0.08% +2 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 1,803 $364K 0.02% +446 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,800 $363K 0.01% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 1,791 $361K 0.14% 0 13F-HR/A Timeline City State Bank More: the full row for City State Bank 1,788 $361K 0.13% -198 13F-HR Timeline American Trust More: the full row for American Trust 1,779 $359K 0.03% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,764 $356K 0.07% -528 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,762 $356K 0.26% +1 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,760 $355K 0.04% +580 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,752 $354K 0.17% +1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,750 $353K 0.11% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,745 $352K 0.06% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,742 $352K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,732 $350K 0.11% +100 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,731 $349K 0.07% -202 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 1,730 $349K 0.27% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,729 $349K 0.17% +104 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,728 $349K 0.23% 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,722 $347K 0.2% +4 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 1,718 $347K 0.08% +3 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,716 $346K 0.02% -192 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,716 $346K 0.11% -10 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,715 $346K 0.07% -39 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,710 $345K 0.22% 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,709 $345K 0.06% -142 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,707 $344K 0.07% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,705 $344K 0.02% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,701 $343K 0.34% 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,700 $343K 0.06% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,690 $341K 0.07% +1 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,686 $340K 0.14% +172 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,685 $340K 0.04% +230 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,684 $340K 0.16% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,681 $339K 0.03% +16 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,678 $339K 0.03% -54 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,678 $339K 0.04% -54 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,675 $338K 0.17% -25 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,673 $338K 0.04% +403 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,667 $336K 0.17% +59 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,667 $336K 0.11% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,663 $336K 0.01% +13 13F-HR/A Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,661 $335K 0.02% -200 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,657 $334K 0.03% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,656 $334K <0.01% +170 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,655 $334K 0.01% +12 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,655 $334K 0.04% -28 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,652 $333K 0.06% -40 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,651 $333K 0.05% +4 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,650 $333K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,649 $333K 0.03% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,646 $332K 0.01% -95 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,639 $331K 0.06% +3 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,638 $331K 0.11% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,636 $330K 0.05% 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,635 $330K 0.03% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,633 $330K 0.17% +112 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 1,632 $329K 0.26% +132 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,626 $328K 0.24% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,618 $326K 0.05% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,611 $325K 0.09% -68 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,607 $325K 0.03% +715 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,609 $325K 0.12% -21 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,607 $324K 0.04% 0 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,607 $324K 0.05% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,604 $324K 0.11% -31 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,597 $322K 0.02% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,596 $322K 0.05% +323 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,584 $320K 0.08% +201 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,450 $319K 0.15% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,581 $319K 0.01% -283 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,579 $319K 0.07% +1 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,580 $319K 0.15% +389 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,579 $319K 0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,577 $318K 0.05% -124 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,567 $316K 0.06% +1 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,563 $315K 0.24% 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,560 $315K 0.21% -34 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,557 $314K 0.06% -56 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,557 $314K 0.03% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,553 $313K 0.07% -35 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 1,552 $313K 0.18% -50 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,548 $312K 0.17% -46 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,541 $311K 0.03% -25 13F-HR/A Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1,538 $310K 0.26% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,536 $310K 0.03% +201 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,529 $309K 0.15% -249 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,528 $308K 0.02% -34 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,526 $308K 0.04% -10 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,525 $308K 0.16% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,518 $306K 0.07% +5 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,518 $306K 0.16% -10 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,517 $306K 0.05% -374 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,514 $306K 0.08% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,428 $305K <0.01% +232 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,504 $303K new Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,505 $303K 0.04% +52 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,502 $303K 0.21% +1 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,500 $303K 0.21% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,500 $303K 0.04% +14 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,497 $302K 0.1% +25 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,495 $302K 0.22% new 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,496 $302K 0.28% 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,494 $301K 0.58% +67 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,493 $301K 0.01% +48 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,488 $300K 0.03% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,483 $299K 0.14% +18 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,483 $299K 0.26% 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,480 $299K 0.12% +1 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,479 $299K 0.02% -446 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,475 $298K 0.01% +5 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,475 $298K 0.05% +15 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,475 $298K 0.02% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,471 $297K 0.01% +1 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,468 $296K 0.23% 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,463 $295K 0.02% new 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,463 $295K 0.08% -41 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,462 $295K 0.13% 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,462 $295K 0.02% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,462 $295K 0.09% -98 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,453 $293K 0.09% +9 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,441 $291K 0.02% -110 13F-HR/A Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,440 $291K <0.01% new 13F-HR Timeline Group