FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,440 $369K 0.05% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,440 $369K 0.25% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,436 $369K 0.14% -88 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,435 $368K 0.03% -67 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,416 $365K 0.07% -55 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,415 $365K 0.02% +967 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,410 $365K 0.02% -58 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,410 $365K 0.01% 0 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 2,408 $364K 0.14% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,405 $364K 0.02% +18 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,403 $364K 0.05% +55 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,285 $363K 0.32% 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,327 $362K 0.16% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,308 $361K 0.02% -51 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,385 $361K 0.11% -38 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 2,384 $361K 0.14% 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,380 $360K 0.02% -100 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,362 $359K <0.01% -165 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,370 $359K 0.02% +171 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,368 $358K 0.01% -70 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,368 $358K 0.03% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,361 $357K 0.09% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,350 $356K 0.04% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,259 $355K 0.01% 0 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,331 $351K 0.32% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,314 $350K 0.01% +275 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,313 $350K 0.01% +199 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,309 $349K 0.08% -5,461 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,300 $348K 0.03% +89 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,293 $347K 0.02% +10 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 2,216 $347K 0.2% +10 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,280 $345K 0.1% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,742 $344K 0.02% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,275 $344K 0.03% +363 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,272 $344K <0.01% -7 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,264 $342K 0.02% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,264 $342K 0.02% -183 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,256 $341K 0.1% -1,395 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,247 $340K 0.14% +46 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,243 $339K 0.02% -1,100 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,238 $339K 0.07% -622 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,245 $338K 0.05% +2 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,230 $337K 0.1% -127 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,224 $336K <0.01% -22 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,219 $336K 0.15% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,218 $336K 0.14% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,206 $334K 0.01% +600 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,195 $332K 0.03% +300 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,193 $332K 0.02% +60 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,192 $332K 0.03% -229 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,187 $331K 0.01% -128 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,185 $331K 0.01% -1,083 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,185 $331K 0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,180 $330K 0.05% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,173 $329K 0.04% 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,171 $328K 0.03% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,050 $327K 0.08% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,119 $326K <0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,157 $326K 0.02% +3 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,144 $324K 0.07% +614 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,143 $324K 0.09% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,139 $324K 0.08% -107 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,139 $324K 0.26% -13 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,139 $324K 0.23% +10 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,136 $323K 0.02% +28 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,133 $323K 0.01% -648 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,130 $322K 0.05% 0 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 2,123 $321K 0.02% +10 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,118 $320K 0.07% -100 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,114 $320K 0.07% -17 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,100 $318K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,981 $317K 0.02% -4 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,083 $315K 0.71% new 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 2,077 $314K 0.08% -198 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,047 $310K 0.02% +14 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,043 $309K 0.03% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,040 $309K 0.04% 0 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,025 $306K 0.09% -153 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,023 $306K 0.09% +687 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 2,019 $305K 0.1% -79 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,015 $305K 0.01% -454 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,014 $305K 0.02% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,012 $304K 0.09% -1 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 2,012 $304K 0.04% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,012 $304K 0.05% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,009 $304K 0.01% +4 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,009 $304K 0.04% 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 2,003 $303K 0.02% -11 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,991 $303K <0.01% new 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,003 $303K 0.01% +421 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,036 $303K 0.02% +43 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 2,000 $303K 0.12% new 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 2,000 $303K 0.24% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,995 $302K 0.02% +5 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,992 $301K 0.07% -8 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,991 $301K 0.01% 0 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,979 $299K 0.04% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,979 $299K 0.01% -41 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,975 $299K 0.02% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,965 $297K 0.08% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,956 $296K 0.03% -588 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,956 $296K 0.06% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,938 $293K 0.3% +246 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,935 $293K 0.1% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,934 $292K 0.05% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,930 $292K 0.01% -51 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,918 $290K 0.03% -43 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,915 $290K 0.02% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,915 $290K <0.01% -50 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 1,906 $288K 0.06% +4 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,905 $288K 0.02% new 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,900 $287K 0.1% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,878 $284K 0.09% 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 1,871 $283K 0.18% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,854 $280K <0.01% +9 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,850 $280K 0.03% 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,843 $279K 0.14% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,842 $279K 0.01% -1,515 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,836 $278K 0.03% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,833 $277K 0.07% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,829 $277K 0.01% +108 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,825 $276K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,820 $275K <0.01% -43 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,814 $274K 0.06% +4 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,810 $274K 0.1% +4 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 1,802 $273K 0.1% 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,800 $272K 0.02% +136 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,800 $272K 0.11% 0 13F-HR Timeline Group FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,798 $272K 0.08% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,791 $271K 0.02% +1 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,788 $270K 0.05% +78 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,787 $270K 0.02% -217 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,780 $269K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,778 $269K <0.01% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,776 $269K <0.01% -10 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,775 $269K 0.01% +38 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,771 $268K 0.01% +7 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,766 $267K <0.01% +64 13F-HR Timeline Group CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,765 $267K 0.04% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,763 $267K 0.03% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,760 $266K <0.01% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,760 $266K 0.06% +7 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,757 $266K 0.01% -10 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,754 $265K 0.02% -181 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,754 $265K 0.09% +1 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,750 $265K 0.02% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,744 $264K 0.13% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,742 $264K 0.01% +9 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,736 $263K 0.02% +12 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,688 $263K 0.03% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,735 $262K 0.02% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,735 $262K 0.14% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,729 $262K 0.02% +3 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,722 $261K <0.01% -7 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,720 $260K 0.06% -176 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,716 $260K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,713 $259K 0.05% -95 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,693 $256K 0.01% +62 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,690 $256K <0.01% +372 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,680 $254K 0.01% 0 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,675 $253K 0.09% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,667 $252K 0.02% +27 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 1,650 $250K 0.04% -750 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,650 $250K 0.22% 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,641 $248K 0.1% -100 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,627 $246K <0.01% -974 13F-HR Timeline Group Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,625 $246K 0.22% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,623 $246K 0.08% +59 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 1,617 $245K 0.22% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,615 $244K <0.01% -592 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,613 $244K <0.01% +113 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,607 $243K 0.01% -20 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,604 $243K 0.01% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,603 $243K 0.01% -676 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,600 $242K <0.01% -3 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,601 $242K 0.01% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,593 $241K 0.01% +1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,590 $241K 0.01% -338 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,588 $240K 0.06% +41 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,585 $240K 0.07% 0 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,585 $240K 0.13% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,584 $240K 0.02% 0 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 1,571 $238K 0.2% +54 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,560 $236K 0.03% -1,560 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,559 $236K 0.07% 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,557 $236K 0.04% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,553 $235K <0.01% +12 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,550 $234K 0.12% -243 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,546 $234K 0.01% +7 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 1,541 $233K 0.05% 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,537 $233K 0.02% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,534 $232K 0.02% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,532 $232K 0.01% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,527 $231K 0.06% -2 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,523 $230K <0.01% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,522 $230K 0.04% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,517 $229K 0.12% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,513 $229K 0.02% -82 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,512 $229K 0.01% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,504 $228K 0.12% +4 13F-HR Timeline