Severin Investments, LLC More: the full row for Severin Investments, LLC 4,399 $276K 0.26% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,358 $274K 0.04% +131 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,354 $273K 0.01% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,353 $273K 0.03% -982 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,347 $273K 0.02% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,337 $272K 0.02% +7 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,327 $272K 0.02% +137 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,314 $271K 0.03% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,312 $271K <0.01% +4,126 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,593 $270K 0.06% -323 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,266 $268K 0.02% +276 13F-HR/A Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,264 $268K 0.16% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,615 $267K 0.01% +1,168 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 4,236 $266K 0.18% -1,284 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 4,229 $266K 0.2% +35 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 4,200 $264K 0.08% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,200 $264K 0.17% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,174 $262K <0.01% -233 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,168 $262K 0.01% +4 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,163 $261K 0.02% +519 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 4,157 $261K 0.09% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 4,156 $261K 0.09% +249 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,145 $260K 0.05% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,137 $260K 0.14% -119 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 4,123 $259K 0.35% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 4,121 $259K 0.03% 0 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 4,106 $258K 0.05% -21,025 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,405 $258K 0.01% +123 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,086 $257K 0.01% +58 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,084 $257K 0.02% +39 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 4,082 $256K 0.01% 0 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,076 $256K 0.06% -239 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 4,073 $256K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,072 $256K 0.02% -475 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,062 $255K 0.09% +7 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,060 $255K 0.08% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 4,045 $254K 0.05% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 4,028 $253K 0.18% +34 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,013 $252K 0.01% -260 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,012 $252K 0.01% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 4,011 $252K 0.19% -250 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 4,010 $252K 0.02% +639 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,004 $252K 0.13% new 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,000 $251K 0.14% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,986 $250K 0.05% +186 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,982 $250K 0.12% -1,020 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,979 $250K 0.02% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,979 $250K 0.09% -107 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,944 $248K 0.04% +220 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,942 $248K 0.05% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,939 $247K 0.06% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,933 $247K 0.03% +190 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,915 $246K 0.13% +39 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 3,906 $245K 0.08% +170 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,891 $244K 0.17% -910 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,216 $244K 0.12% -98 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,854 $242K 0.02% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 65,408 $242K 0.05% +47,090 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,850 $242K 0.09% +272 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,843 $241K 0.01% -728 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,842 $241K 0.01% -7 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,834 $241K 0.01% -475 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,833 $241K 0.16% -304 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,823 $240K 0.05% -800 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,813 $239K 0.01% -110 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,806 $239K 0.05% +77 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,120 $238K 0.05% +32 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,795 $238K 0.01% -217 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,788 $238K 0.03% +223 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,783 $238K 0.02% -500 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 3,775 $237K 0.09% +272 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,756 $236K 0.05% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,993 $235K 0.03% new 13F-HR/A Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,737 $235K 0.04% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,731 $234K 0.05% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,727 $234K 0.01% -269 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,719 $234K 0.11% +4 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,091 $233K 0.02% +50 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,709 $233K 0.09% 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,701 $232K 0.05% 0 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,700 $232K 0.1% -39 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,697 $232K 0.11% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,694 $232K 0.02% +1,478 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,674 $231K 0.14% +25 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,659 $230K 0.02% +41 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,657 $230K 0.14% -231 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,652 $229K 0.11% -10,972 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,650 $229K 0.07% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,630 $228K 0.23% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,621 $227K 0.04% -924 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 3,615 $227K 0.11% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,605 $226K 0.08% 0 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 3,583 $225K 0.16% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,571 $224K 0.1% +17 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,571 $224K 0.06% +46 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,815 $224K 0.08% -88 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,553 $223K 0.02% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,545 $223K 0.09% +8 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,543 $223K 0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,840 $222K 0.12% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,528 $222K 0.06% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,527 $222K 0.02% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,518 $221K 0.03% -448 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,490 $219K 0.02% +2,729 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,484 $219K 0.01% new 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 3,472 $218K 0.02% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,471 $218K 0.02% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,458 $217K 0.01% new 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,456 $217K 0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,450 $217K 0.03% -186 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,419 $215K 0.01% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,401 $214K 0.05% -472 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 3,400 $214K 0.16% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,558 $213K 0.1% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,379 $212K 0.03% -980 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,367 $211K 0.01% -10 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,346 $210K 0.05% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,338 $210K 0.09% new 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,330 $209K 0.03% -3,030 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,308 $208K 0.05% -1,084 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,500 $207K 0.08% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,302 $207K <0.01% new 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 3,300 $207K 0.73% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,287 $206K 0.04% new 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 3,286 $206K 0.04% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,265 $205K 0.1% new 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,262 $205K 0.05% -447 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 3,253 $204K 0.04% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,249 $204K 0.08% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,239 $203K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,227 $203K 0.02% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,224 $202K 0.05% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,210 $202K 0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,210 $202K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,204 $201K 0.01% -1,796 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 3,190 $200K <0.01% 0 13F-HR Timeline Group Kore Advisors LP More: the full row for Kore Advisors LP 3,185 $200K 0.26% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 3,149 $198K 0.19% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,141 $197K 0.14% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,065 $193K 0.01% +297 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,000 $188K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,926 $184K 0.03% +2,749 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2,900 $182K 0.02% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,792 $175K 0.08% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,582 $162K 0.2% -411 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,558 $161K 0.09% -495 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,525 $159K 0.01% 0 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,474 $155K 0.01% -41 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,458 $154K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,350 $148K 0.06% -250 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,265 $142K 0.01% -30 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,237 $141K 0.08% -886 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,234 $140K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,225 $140K 0.04% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,191 $138K 0.08% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,136 $134K 0.08% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,132 $134K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,045 $128K 0.01% +243 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,029 $127K 0.01% +237 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,023 $127K 0.21% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,016 $126K 0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,015 $126K <0.01% +390 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,000 $126K <0.01% -2,700 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,000 $126K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,995 $125K 0.02% -94 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,993 $125K 0.01% +193 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,943 $122K <0.01% 0 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,921 $121K 0.06% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,914 $120K 0.01% -200 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,883 $118K <0.01% +225 13F-HR/A Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,779 $112K 0.01% +1,591 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,700 $107K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,667 $105K 0.09% +299 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,657 $104K 0.02% +597 13F-HR Timeline MOTCO More: the full row for MOTCO 1,683 $101K 0.01% -346 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,600 $100K 0.07% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,600 $100K 0.03% -10 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,590 $99.9K 0.02% +90 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,558 $97.9K 0.04% -342 13F-HR/A Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,537 $96.5K 0.03% +1,512 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,500 $94.2K 0.01% +152 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 1,480 $93K 0.02% +1,105 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,452 $91.2K 0.04% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,400 $87.9K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,393 $87.5K 0.01% +447 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,386 $87.1K 0.01% +41 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,322 $83K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,314 $82K 0.01% +7 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,330 $81.8K 0.03% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,245 $78.2K 0.06% +70 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,319 $76.2K 0.02% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,184 $74.4K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,167 $73.3K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,126 $70.7K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,122 $70.5K 0.02% -21 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,120 $70.3K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,085 $68.1K 0.01% +227 13F-HR Timeline TOBAM More: the full row for TOBAM 1,076 $68K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,064 $66.8K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,050 $66K 0.03% 0 13F-HR Timeline