Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 28,200 $3.15M 0.49% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 27,819 $3.15M 0.26% +554 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 27,814 $3.15M 0.93% -164 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 27,753 $3.14M 1.02% +338 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 27,737 $3.14M 0.24% +557 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 27,720 $3.14M 0.52% -2,030 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 27,702 $3.14M 0.59% -400 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 27,641 $3.13M 0.67% -224 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 27,549 $3.12M 0.37% +652 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 27,527 $3.12M 0.37% +1,569 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 27,379 $3.1M 0.32% +20 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 27,373 $3.1M 0.25% +661 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 27,294 $3.09M 0.28% -41,599 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 27,290 $3.09M 1.03% +9,734 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 27,254 $3.09M 1.02% -672 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 27,204 $3.08M 0.49% +683 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 27,202 $3.08M 1.75% -74 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 27,071 $3.07M 0.43% -571 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 27,064 $3.07M 0.57% +1,211 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 27,050 $3.06M 0.41% +543 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 27,041 $3.06M 0.6% +3,946 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 26,990 $3.06M 0.99% 0 13F-HR/A Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 26,945 $3.05M 2.48% +759 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 26,795 $3.03M 1.09% -7,473 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 26,765 $3.03M 0.86% -615 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 26,756 $3.03M 0.05% -3,765 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 26,723 $3.03M 0.19% +430 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 26,591 $3.01M 0.18% +431 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 26,526 $3M 0.27% -4,483 13F-HR Timeline BAYBAN More: the full row for BAYBAN 26,519 $3M 2.3% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 26,511 $3M 0.07% +283 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 26,483 $3M 0.62% -300 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 27,431 $3M 0.97% +503 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 26,388 $2.99M 0.53% -1,205 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 26,385 $2.99M 0.65% +420 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 37,359 $2.99M 0.4% +10,973 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 26,325 $2.98M 0.58% -845 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 26,142 $2.96M 0.88% +313 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 26,066 $2.95M 0.56% +2,466 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 26,063 $2.95M 0.63% +1,605 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 25,895 $2.93M 0.15% +5,600 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 25,842 $2.93M 0.24% -306 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 25,830 $2.93M 0.37% -1,092 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 25,810 $2.92M 0.21% +456 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 25,809 $2.92M 0.41% -183 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 25,803 $2.92M 1.21% +3,379 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 25,802 $2.92M 0.3% +17 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 25,797 $2.92M 0.86% -1,074 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 25,738 $2.92M 1.78% -645 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 25,698 $2.91M 0.03% +100 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 25,635 $2.9M 0.22% +687 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 25,526 $2.89M 1.04% -109 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 25,457 $2.88M 1.76% -632 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 25,437 $2.88M 0.13% +712 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 25,347 $2.87M 0.47% -1,385 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 25,300 $2.87M 0.09% +677 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 25,272 $2.86M 1.01% -171 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 25,227 $2.86M 0.97% -3,624 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 25,244 $2.85M 0.2% +365 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 25,199 $2.85M 0.47% -1,250 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 25,198 $2.85M 0.3% +415 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25,153 $2.85M 0.23% -367 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 25,097 $2.84M 0.21% -177 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 25,089 $2.84M 1.09% +401 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 25,087 $2.84M 0.21% -512 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 25,066 $2.84M 1.28% +117 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 25,043 $2.84M 0.21% +231 13F-HR Timeline Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 25,000 $2.83M 0.99% +9,000 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 24,967 $2.83M 0.68% +1,860 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 24,913 $2.82M 0.4% -106 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 24,911 $2.82M 1.99% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 24,877 $2.82M 0.33% +1,735 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 24,870 $2.82M 0.04% -1,443 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 24,733 $2.8M 0.81% -139 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 24,699 $2.8M 0.04% -18,451 13F-HR Timeline Group Havemeyer Place LP More: the full row for Havemeyer Place LP 24,669 $2.79M 0.28% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 24,603 $2.79M 1.03% +225 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 24,532 $2.78M 0.07% -475 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 24,511 $2.78M 0.76% -333 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First PREMIER Bank More: the full row for First PREMIER Bank 24,456 $2.77M 0.45% -207 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 24,419 $2.77M 1.38% -3,006 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 24,377 $2.76M 0.4% +4,811 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 24,370 $2.76M 0.07% +1,108 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 24,343 $2.76M 0.48% +2,159 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 24,330 $2.76M 0.38% +371 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 24,329 $2.76M 0.43% +2,400 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 24,315 $2.75M 0.19% -2,736 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 24,296 $2.75M 0.62% +85 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 24,287 $2.75M 0.93% -707 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 24,272 $2.75M 1.6% +177 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 24,151 $2.74M 0.22% new 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 24,144 $2.73M 0.26% -1,135 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 24,140 $2.73M 0.17% +6,164 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 24,129 $2.73M 1.12% +370 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 24,081 $2.73M 0.24% -738 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 24,057 $2.72M 0.17% -2 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 23,999 $2.72M 0.44% +424 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 23,992 $2.72M 0.17% -185 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 23,991 $2.72M 1.62% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 23,981 $2.72M 0.51% +1,572 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 23,976 $2.72M 0.51% -410 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 23,955 $2.71M 0.76% +6,285 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 23,921 $2.71M 0.99% +160 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 23,921 $2.71M 0.13% +1,124 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 23,916 $2.71M 0.9% +10 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 23,912 $2.71M 0.91% +722 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 23,838 $2.7M 1.9% -1,298 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 23,813 $2.7M 0.36% -731 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 23,777 $2.69M 2.71% -3,816 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 23,775 $2.69M 0.27% +1,956 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 23,764 $2.69M 0.08% -93,619 13F-HR/A Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 23,743 $2.69M 1.34% +1,152 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 23,728 $2.69M 1.01% -90 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 23,696 $2.68M 0.74% -1,138 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 23,663 $2.68M 0.12% -40,014 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 23,660 $2.68M 1.09% +650 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 23,601 $2.67M 1.32% -4,486 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 23,596 $2.67M 0.59% +29 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 23,591 $2.67M 0.65% -248 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 23,567 $2.67M 0.42% -884 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 23,520 $2.66M 0.15% -1,650 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 23,487 $2.66M 1.56% +1,841 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 23,477 $2.66M 0.18% -176 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 23,456 $2.66M 0.05% +829 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 23,385 $2.65M 0.9% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 23,357 $2.65M 0.52% -66 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 23,331 $2.64M 0.72% +416 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 23,279 $2.64M 0.23% +895 13F-HR Timeline CNB Bank More: the full row for CNB Bank 23,231 $2.63M 1.03% +258 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 23,202 $2.63M 0.29% +250 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 23,177 $2.63M 0.51% -3,311 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 23,144 $2.62M 1.3% -330 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 23,102 $2.62M 0.61% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 23,085 $2.61M 0.03% +85 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 23,064 $2.61M 0.68% -2,229 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 23,055 $2.61M 0.1% +4 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 22,751 $2.61M 0.09% +3,777 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 22,999 $2.6M 1.1% -322 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 23,020 $2.6M 0.38% +628 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 22,957 $2.6M 0.73% -10 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 22,919 $2.6M 1.19% -1,511 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 22,898 $2.59M 0.43% -66 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 22,883 $2.59M 0.21% -889 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 22,883 $2.59M 1.05% 0 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 22,850 $2.59M 1.79% new 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 22,815 $2.58M 0.46% +74 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 22,950 $2.58M 1.91% +1,546 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 22,790 $2.58M 0.66% -1,739 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 22,748 $2.58M 1.88% -30 13F-HR Timeline Group Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 22,641 $2.56M 0.45% +13,924 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 22,609 $2.56M 0.04% +606 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 22,545 $2.55M 1.43% +23 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 22,541 $2.55M 0.5% -20,121 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 22,526 $2.55M 0.37% +960 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 22,517 $2.55M 2.19% -4,606 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 22,477 $2.55M 0.04% 0 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 22,472 $2.55M 1.22% -2,387 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 22,440 $2.54M 0.2% -5,944 13F-HR Timeline TLWM More: the full row for TLWM 22,434 $2.54M 0.41% -103 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 22,432 $2.54M 0.5% +120 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 22,429 $2.54M 0.83% -725 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 22,429 $2.54M 0.76% -391 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 22,426 $2.54M 2.16% -2,040 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 22,416 $2.54M 2.08% -797 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 22,354 $2.53M 1.53% +87 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 22,345 $2.53M 0.21% +6,900 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 22,342 $2.53M 0.17% -785 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 22,325 $2.53M 0.88% +935 13F-HR Timeline Bell Bank More: the full row for Bell Bank 22,265 $2.52M 0.1% +860 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 22,256 $2.52M 0.55% +4 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 20,275 $2.52M 0.1% +5,674 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 22,201 $2.51M 0.88% +195 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 22,200 $2.51M 3.24% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 22,148 $2.51M 0.25% -103 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 22,123 $2.51M 1.11% +116 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 22,111 $2.5M 0.97% -57 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 22,107 $2.5M 1.64% +1,495 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 22,102 $2.5M 0.43% 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 22,072 $2.5M 1.11% +337 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 22,066 $2.5M -66,046 Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 22,050 $2.5M 1.36% +357 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 22,048 $2.5M 0.39% +360 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 22,037 $2.5M 1.61% -870 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 22,034 $2.5M 2.96% -45 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 22,033 $2.5M 0.35% +151 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 22,029 $2.5M 0.54% +40 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 21,938 $2.48M 1.25% -442 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 21,888 $2.48M 0.51% -5,562 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. GFG Capital, LLC More: the full row for GFG Capital, LLC 21,883 $2.48M 0.68% +1,206 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 21,855 $2.48M 0.16% -1,029 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 21,832 $2.47M 0.12% -5,914 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 21,832 $2.47M 0.59% -327 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 21,818 $2.47M 0.52% +11,389 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 21,755 $2.46M 0.15% +6,778 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 21,718 $2.46M 0.33% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 21,716 $2.46M 0.55% +455 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 21,716 $2.46M 1.94% +55 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 22,678 $2.46M 0.54% -1,570 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 21,674 $2.45M 0.37% -674 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 21,632 $2.45M 0.62% +1,557 13F-HR Timeline