Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,413 $390K 0.26% +6 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 2,409 $390K 0.05% -6,504 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,408 $389K 0.06% +353 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,400 $388K 0.07% -163 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,400 $388K 0.04% -400 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,400 $388K 0.36% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,398 $388K 0.01% -100 13F-HR Timeline Group Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,385 $386K 0.12% +485 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 2,382 $385K 0.4% 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 2,378 $385K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,378 $385K 0.06% +479 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,377 $385K 0.21% -21 13F-HR/A Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 2,377 $384K 0.3% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,222 $383K 0.18% +48 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,355 $381K 0.02% +216 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,353 $381K 0.17% +128 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,353 $381K 0.01% +216 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,348 $380K 0.15% +365 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,336 $379K 0.09% +274 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,323 $376K 0.01% +796 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,308 $373K 0.2% +110 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,300 $372K 0.09% -16 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,281 $369K 0.02% +171 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,278 $368K <0.01% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,276 $368K 0.07% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,148 $368K 0.02% +409 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,271 $367K 0.07% +4 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 2,270 $367K 0.06% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,267 $367K 0.02% +1 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,267 $367K 0.03% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,244 $363K 0.08% -79 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,237 $362K 0.26% +290 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 2,237 $362K 0.21% 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,237 $362K 0.02% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,230 $361K 0.05% +342 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,227 $360K 0.03% -234 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,226 $360K 0.04% +493 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 2,226 $360K 0.09% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,226 $360K 0.04% +356 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,219 $359K 0.04% 0 13F-HR Timeline MIZUHO FINANCIAL GROUP INC group of 2 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 2,200 $356K +717 Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,144 $353K 0.01% -70 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,181 $353K 0.01% +687 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,048 $350K 0.21% +296 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,164 $350K 0.01% +411 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,151 $348K 0.19% -68 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 2,150 $348K 0.09% -35 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,139 $346K 0.19% +5 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,136 $346K 0.04% new 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,131 $345K 0.23% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,128 $344K 0.08% -217 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 2,125 $344K 0.14% -1,808 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,123 $343K <0.01% +29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Platform Technology Partners More: the full row for Platform Technology Partners 2,105 $340K 0.07% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,089 $338K 0.12% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 2,087 $337K 0.08% -174 13F-HR Timeline Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 2,078 $336K 0.2% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,073 $335K 0.08% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,072 $335K 0.01% -903 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,072 $335K 0.16% -65 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,069 $335K 0.03% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,066 $334K 0.02% +237 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 2,066 $334K 0.17% -20 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,059 $333K 0.02% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,055 $332K 0.03% -10 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,051 $332K 0.02% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,050 $332K 0.01% +500 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,044 $331K 0.08% -204 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,038 $330K 0.25% +212 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,035 $329K 0.04% +74 13F-HR Timeline Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 2,028 $328K 0.02% -408 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,004 $324K 0.04% new 13F-HR/A Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 1,905 $324K 0.17% -199 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,002 $324K <0.01% -17,027 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,001 $324K 0.01% 0 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 2,000 $323K 0.02% new 13F-HR Timeline MOTCO More: the full row for MOTCO 1,999 $323K 0.03% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,993 $322K 0.01% +209 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,991 $322K 0.07% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,979 $320K 0.04% -25 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,962 $317K 0.14% +1 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,955 $316K 0.25% -327 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,953 $316K 0.01% +345 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 1,950 $315K 0.1% -2,339 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,947 $315K 0.06% +90 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,945 $315K 0.05% +3 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,940 $314K 0.05% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,933 $313K <0.01% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,928 $312K 0.02% new 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,925 $311K 0.02% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,920 $311K 0.15% +6 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,917 $310K 0.08% +101 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,914 $310K 0.04% +2 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,899 $307K 0.01% +595 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,961 $307K 0.02% -68 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,896 $307K 0.16% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,894 $306K 0.06% -1,540 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,887 $305K 0.1% -5 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 1,886 $305K 0.15% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,882 $304K <0.01% -8,357 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,877 $304K +1 Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,873 $303K 0.08% -50 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,872 $303K 0.27% +9 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 1,900 $303K 0.35% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,870 $302K 0.03% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,870 $302K 0.03% -315 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,869 $302K 0.19% +2 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,861 $301K 0.01% -449 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,857 $300K 0.02% +34 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,848 $299K 0.07% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,838 $297K 0.01% +120 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 1,838 $297K 0.06% -8,771 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,830 $296K 0.05% -35 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,825 $295K 0.03% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,713 $293K 0.06% -164 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,810 $293K 0.01% +5 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,809 $293K 0.04% -100 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,809 $293K 0.21% -110 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,795 $290K 0.06% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,786 $289K 0.07% -132 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 1,784 $289K 0.09% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,780 $288K 0.11% -20 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,776 $287K 0.09% -2,225 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,773 $287K 0.11% +21 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,770 $286K 0.11% +250 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,770 $286K 0.08% +50 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 1,602 $286K 0.17% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,766 $286K 0.19% +48 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,758 $284K 0.14% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,757 $284K 0.11% -5,269 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,728 $284K 0.1% -1,131 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,660 $284K 0.04% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,756 $284K 0.14% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,753 $284K 0.08% 0 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 1,753 $284K 0.14% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,742 $282K 0.02% -32 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,740 $281K 0.02% -32 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 1,740 $281K 0.1% 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 1,739 $281K 0.18% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,734 $280K 0.04% +165 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,721 $278K 0.12% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,698 $275K 0.03% -5 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,680 $272K 0.18% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,677 $271K 0.01% +1,029 13F-HR Timeline Group Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 1,562 $269K 0.19% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,662 $269K 0.02% -525 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,657 $268K 0.2% +177 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,650 $267K 0.17% +175 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,650 $267K 0.05% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,645 $266K <0.01% -521 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,615 $266K 0.03% -13,621 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,642 $266K 0.11% -546 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,641 $265K 0.18% -200 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,638 $265K 0.02% -1 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 1,634 $264K 0.14% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,633 $264K 0.04% +22 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,632 $264K 0.08% -58 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,626 $263K 0.01% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,621 $262K 0.13% +38 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,621 $262K 0.03% -26 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,611 $261K 0.01% -123 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,606 $260K 0.02% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 1,605 $260K 0.09% +2 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,604 $259K 0.12% -5 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,603 $259K 0.16% -5 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,600 $259K <0.01% -15,486 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,600 $259K 0.07% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,600 $259K 0.15% +600 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,594 $258K 0.02% -6,640 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,586 $257K 0.02% 0 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,585 $256K 0.07% -190 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,580 $256K 0.01% -81 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,579 $255K 0.01% -568 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,571 $254K 0.02% +160 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,566 $253K <0.01% new 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,565 $253K 0.02% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,562 $253K 0.02% -5,325 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,561 $253K <0.01% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,555 $251K 0.04% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,552 $251K 0.04% +61 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,615 $251K 0.02% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,546 $250K <0.01% -445 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,545 $250K 0.24% +1,041 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,543 $250K 0.03% +630 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 1,532 $248K 0.03% +40 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,529 $247K 0.14% -10 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,527 $247K 0.03% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,525 $247K <0.01% -195 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,520 $246K 0.04% +50 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,511 $244K 0.07% -45 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,503 $243K 0.12% -495 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,500 $243K 0.02% -118 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,500 $243K 0.08% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,500 $243K 0.12% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,491 $241K 0.17% -575 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,491 $241K 0.03% +37 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,491 $241K 0.01% +4 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,487 $240K 0.03% +30 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1,511 $240K <0.01% -5,190 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,484 $240K 0.02% +1 13F-HR Timeline