Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 1,610 $298K 0.25% +200 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,608 $298K 0.07% -1,194 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,600 $297K <0.01% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,603 $297K 0.17% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,600 $296K 0.07% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,600 $296K 0.16% 0 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,588 $294K 0.02% -18 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,585 $294K 0.07% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,584 $293K 0.12% -20 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,583 $293K 0.01% -28 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,713 $293K 0.05% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,575 $292K 0.02% -589 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,570 $291K 0.01% -10 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,565 $290K 0.02% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,555 $288K 0.04% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,550 $287K 0.07% +39 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,545 $286K 0.17% -135 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 1,537 $285K 0.21% +200 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,534 $284K 0.03% +34 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,530 $283K <0.01% new 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,525 $282K 0.01% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,521 $282K 0.05% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,519 $281K 0.08% +63 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 1,515 $281K 0.05% -24,560 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,504 $279K 0.14% -25 13F-HR Timeline Viaable, LLC More: the full row for Viaable, LLC 1,519 $279K 0.23% 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,500 $278K 0.11% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,499 $278K <0.01% -503 13F-HR/A Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,520 $277K 0.03% new 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,492 $276K 0.18% -165 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,491 $276K 0.01% 0 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,491 $276K 0.02% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,490 $276K <0.01% -155 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,490 $276K 0.07% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,481 $274K <0.01% +148 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,478 $274K 0.02% +430 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,476 $273K 0.12% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,475 $273K 0.02% +15 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,470 $272K 0.14% 0 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 1,469 $272K 0.24% +3 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,469 $272K 0.04% +3 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,468 $272K 0.1% -174 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,466 $272K 0.01% -10 13F-HR Timeline Group Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 1,463 $271K 0.01% new 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,462 $271K 0.14% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,456 $270K 0.02% +246 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,450 $269K 0.02% -112 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,450 $269K 0.01% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,441 $267K 0.01% +165 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,437 $267K 0.08% -14 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,439 $267K 0.01% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,437 $266K 0.03% -50 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,456 $266K 0.03% +2 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,435 $266K <0.01% +52 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,434 $266K 0.14% +7 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,432 $265K 0.02% -52 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,432 $265K 0.03% -95 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,431 $265K 0.1% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,425 $264K 0.07% -207 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,422 $263K 0.04% -523 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,621 $262K 0.03% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,413 $262K 0.02% -60 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,411 $261K 0.14% +107 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,447 $261K 0.06% -34 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,400 $260K 0.08% -100 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,388 $257K 0.06% -64 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,385 $257K 0.02% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,383 $256K 0.03% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,376 $255K 0.03% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,375 $255K 0.2% -12 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,375 $255K 0.15% -116 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,369 $254K 0.08% +3 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 1,368 $253K 0.03% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,388 $253K <0.01% +81 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,365 $253K 0.02% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,363 $252K 0.07% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,362 $252K 0.01% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,360 $252K 0.08% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 1,357 $251K 0.05% -14 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,353 $251K 0.02% +41 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,352 $250K 0.04% +89 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,343 $249K 0.11% +3 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,340 $248K 0.05% +95 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,338 $248K <0.01% 0 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,362 $248K 0.04% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,333 $247K 0.01% +2 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,332 $247K 0.02% +3 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,328 $246K 0.02% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,327 $246K 0.05% 0 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 1,317 $244K 0.13% +2 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,317 $244K 0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,316 $244K 0.05% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,312 $243K 0.04% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,304 $242K 0.05% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,303 $241K 0.02% +23 13F-HR Timeline Group Roan Capital Partners More: the full row for Roan Capital Partners 1,303 $241K 0.2% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,300 $241K 0.01% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,298 $240K 0.09% -54 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,295 $240K <0.01% -382 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,293 $240K 0.04% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,291 $239K 0.23% -2 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,290 $239K 0.17% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,285 $238K 0.06% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,272 $236K 0.07% -115 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,271 $235K 0.02% 0 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 1,270 $235K 0.02% -1,000 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,249 $235K 0.02% new 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,265 $234K 0.02% -81 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,259 $233K 0.04% -25 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,257 $233K 0.1% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,255 $232K 0.19% -290 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,255 $232K 0.03% -28 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,250 $232K 0.01% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,245 $231K 0.03% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,245 $231K 0.04% 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,241 $230K 0.09% +4 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,238 $229K <0.01% -131 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,236 $229K 0.01% 0 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 1,236 $229K 0.04% -197 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 1,236 $229K 0.09% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,235 $229K 0.12% -415 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,234 $229K 0.07% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,230 $228K 0.01% +39 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,229 $228K 0.02% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,228 $228K 0.04% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,225 $227K 0.01% +2 13F-HR Timeline Group Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 1,222 $226K 0.06% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,221 $226K 0.06% -231 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,220 $226K 0.01% -28 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 1,219 $226K 0.07% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,210 $224K 0.03% new 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,209 $224K 0.03% new 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 1,209 $224K 0.18% new 13F-HR/A Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 1,208 $224K <0.01% -1,691 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,208 $224K 0.06% new 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 1,202 $223K 0.17% new 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,201 $222K 0.04% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,200 $222K 0.01% new 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 1,200 $222K 0.13% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,197 $222K 0.06% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,194 $221K 0.02% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,192 $221K 0.31% -91 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,192 $221K 0.12% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,190 $220K 0.03% -330 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,188 $220K 0.03% -355 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,176 $218K 0.04% new 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,174 $217K 0.03% -165 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,173 $217K 0.02% +123 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,182 $217K 0.04% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,161 $215K 0.01% -82 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,161 $215K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,160 $215K 0.05% new 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,154 $214K 0.04% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,153 $214K 0.04% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,153 $214K 0.02% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,152 $213K 0.01% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,150 $213K 0.04% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,140 $211K 0.02% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,137 $211K 0.03% new 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 1,125 $208K 0.13% new 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 1,118 $207K 0.24% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,118 $207K <0.01% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,115 $207K 0.1% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,114 $206K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,110 $206K 0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,110 $206K 0.01% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,110 $206K 0.08% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,108 $205K 0.12% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,109 $205K <0.01% +819 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,106 $205K 0.09% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,102 $204K 0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,100 $204K 0.16% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,098 $203K 0.08% new 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,097 $203K 0.06% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,096 $203K 0.01% new 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 1,096 $203K 0.08% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,092 $202K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,090 $202K 0.01% +772 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,089 $202K 0.02% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,084 $201K 0.04% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,082 $200K 0.04% -2,416 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 1,113 $200K 0.05% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,080 $200K 0.06% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,050 $194K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,028 $190K 0.01% -432 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,021 $189K 0.06% +66 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,000 $185K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,000 $185K <0.01% -269 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 995 $184K 0.02% -557 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 992 $184K 0.09% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 995 $180K 0.12% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 946 $175K 0.01% new 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 929 $172K 0.17% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 922 $171K 0.02% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 912 $169K 0.07% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 905 $168K 0.05% 0 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 875 $162K 0.03% +549 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 869 $161K 0.03% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 837 $155K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 828 $153K 0.03% +2 13F-HR Timeline