Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,104 $319K 0.01% +705 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 4,092 $318K 0.21% 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,076 $317K 0.02% -87 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 4,053 $315K 0.05% 0 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 4,046 $314K 0.32% -447 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4,022 $312K 0.06% -141 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,010 $312K 0.04% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,000 $311K 0.06% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 4,000 $311K 0.16% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,995 $310K 0.1% -501 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,984 $309K 0.12% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,984 $309K 0.21% +194 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 3,982 $309K 0.06% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,942 $306K 0.05% +32 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,941 $306K 0.14% +266 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,940 $306K 0.01% +325 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,871 $301K 0.03% -262 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 3,866 $300K 0.21% -445 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,861 $300K 0.01% -1,740 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,851 $299K 0.2% -126 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,848 $299K 0.09% -59 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,840 $298K 0.02% -1,989 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,839 $298K 0.04% -911 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 3,824 $297K 0.09% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,800 $295K 0.08% -215 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,798 $295K 0.3% -1,128 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,786 $294K 0.01% +673 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 3,780 $294K 0.03% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,768 $293K 0.01% -125 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,750 $291K <0.01% +613 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3,746 $291K 0.04% -552 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 3,739 $290K 0.05% +1,051 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,716 $289K 0.21% -166 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,700 $287K 0.05% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,698 $287K 0.01% new 13F-HR/A Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,690 $287K 0.01% -393 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,655 $284K 0.01% +214 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,305 $284K 0.06% +270 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,626 $282K 0.08% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,616 $281K 0.02% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,612 $281K 0.04% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,610 $280K 0.07% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,606 $280K 0.01% -118 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,600 $280K <0.01% -155 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,590 $279K 0.02% -381 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,587 $279K 0.01% +228 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,585 $279K 0.01% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,580 $278K 0.04% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,575 $278K 0.12% +67 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,543 $275K <0.01% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,529 $274K 0.01% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,515 $273K 0.06% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,495 $271K 0.04% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,483 $271K 0.04% +113 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,451 $270K 0.1% +24 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,470 $270K 0.19% +2,051 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,463 $269K <0.01% +664 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,439 $267K 0.01% -256 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,433 $267K 0.02% -8 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,424 $266K 0.01% 0 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 3,423 $266K 0.07% -1,953 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,413 $265K 0.09% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,401 $264K 0.02% -711 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,400 $264K 0.03% +203 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,373 $262K 0.17% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,366 $261K <0.01% +239 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 3,000 $261K 0.2% 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,359 $261K 0.09% -297 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,355 $261K 0.01% new 13F-HR Timeline Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 3,345 $260K 0.02% new 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 3,329 $259K 0.04% new 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,300 $256K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 3,295 $256K 0.22% 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,288 $255K 0.02% +175 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,280 $255K 0.09% -4,071 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,259 $253K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,083 $253K 0.01% +782 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,250 $252K 0.02% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 3,246 $252K 0.14% -84 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,232 $251K 0.01% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,224 $250K 0.07% +120 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,219 $250K 0.01% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,209 $249K 0.12% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,207 $249K 0.02% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,185 $247K 0.04% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,170 $246K 0.01% -143 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,169 $246K 0.12% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 3,164 $246K 0.05% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,157 $245K 0.02% +210 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,155 $245K 0.21% -6,414 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,149 $245K <0.01% +70 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,138 $244K 0.03% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,133 $243K 0.01% -18 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,926 $242K 0.03% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,134 $240K 0.02% -319 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,070 $238K 0.1% +8 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 3,058 $238K 0.13% -55 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,000 $233K 0.14% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,000 $233K 0.14% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,000 $233K 0.01% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,000 $233K 0.07% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 2,998 $233K 0.07% +432 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,997 $233K <0.01% +41 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,986 $232K <0.01% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,975 $231K 0.19% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,966 $230K 0.01% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,963 $230K 0.12% -741 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,956 $230K 0.02% -52 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,956 $230K 0.02% -371 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,956 $230K 0.01% new 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 2,945 $229K 0.07% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,945 $229K <0.01% -171 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,931 $228K 0.03% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 2,925 $227K 0.14% -500 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,919 $227K 0.05% -534 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 2,904 $226K 0.09% -441 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,903 $226K 0.02% +2,816 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,902 $225K 0.02% -580 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,881 $224K 0.01% +11 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,839 $221K 0.01% -138 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,819 $219K 0.01% -346 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,810 $218K 0.05% +11 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 2,797 $217K 0.04% -430,739 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 2,785 $216K 0.19% 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 2,780 $216K 0.04% new 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 2,775 $216K 0.02% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,775 $216K 0.05% +147 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,770 $215K 0.04% -47 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,764 $215K 0.04% -385 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 2,735 $214K 0.01% new 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 2,650 $206K 0.07% -750 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,636 $205K 0.05% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,633 $205K 0.15% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,625 $204K 0.01% -185 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,610 $203K 0.06% -680 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,594 $202K 0.01% -10,041 13F-HR/A Timeline Group Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 2,587 $201K 0.03% -119 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 2,520 $196K 0.01% -625 13F-HR Timeline Group Bulwark Capital Corp More: the full row for Bulwark Capital Corp 2,471 $192K 0.14% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,397 $186K 0.06% +424 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,392 $186K 0.07% -11 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,374 $184K 0.04% -624 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,356 $183K 0.03% -730 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,356 $183K 0.04% +9 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,354 $183K 0.05% +2,000 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,315 $180K 0.02% -50 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,301 $179K 0.01% +1,801 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,224 $173K 0.02% +124 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,209 $172K 0.08% -301 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,188 $170K 0.04% +430 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,046 $159K <0.01% +259 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,927 $150K 0.03% +1,695 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,922 $149K 0.01% +3 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,828 $142K 0.02% -73 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,800 $140K 0.06% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,791 $139K 0.01% +114 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,790 $139K <0.01% -71 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,775 $138K 0.02% +70 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,758 $137K 0.02% -54 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,764 $137K 0.04% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,750 $136K 0.04% +10 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,713 $133K <0.01% -134 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,649 $128K 0.01% -215 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,637 $127K <0.01% -40 13F-HR Timeline Group ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,635 $127K 0.13% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,611 $125K 0.01% -664 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,608 $125K 0.03% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,600 $124K 0.04% +1,036 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,594 $124K 0.02% +502 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,555 $121K 0.05% +264 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,506 $117K <0.01% -836 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,494 $116K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,487 $116K 0.01% +4 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,482 $115K 0.04% -140 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,470 $114K 0.07% +883 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,462 $114K 0.01% -154 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,459 $113K 0.06% +52 13F-HR Timeline City State Bank More: the full row for City State Bank 1,425 $111K 0.03% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,400 $109K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,398 $109K 0.04% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,398 $109K 0.06% +1,200 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,383 $107K 0.04% +1,133 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,382 $107K 0.03% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,375 $107K 0.02% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 1,307 $102K 0.05% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 1,297 $101K 0.04% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,287 $100K 0.05% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,280 $99.4K 0 Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,278 $99.3K 0.04% +20 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,275 $99K 0.06% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,254 $97.4K <0.01% +424 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abound Wealth Management More: the full row for Abound Wealth Management 1,251 $97.2K 0.02% -94 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,207 $93.8K 0.01% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,200 $93.2K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,189 $92.4K 0.01% +804 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,159 $90K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,156 $89.8K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,153 $89.6K 0.06% +16 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,130 $88K <0.01% +5 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,080 $83.9K 0.01% +6 13F-HR Timeline