Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,513 $391K 0.02% -1,499 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,509 $390K 0.08% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,508 $390K 0.09% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,507 $390K 0.07% +948 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,418 $387K 0.03% +48 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,484 $386K 0.19% +4 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,482 $386K 0.01% +10 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,482 $386K 0.01% -4,748 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,475 $385K 0.13% +979 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,469 $384K 0.13% -14 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,461 $383K 0.02% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,457 $382K 0.04% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,451 $381K 0.09% -10 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 2,451 $381K 0.21% -326 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,448 $381K 0.04% 0 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,445 $380K 0.2% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,440 $379K 0.05% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,440 $379K 0.25% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,435 $379K 0.02% +25 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,421 $376K 0.11% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,408 $374K 0.14% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,407 $374K 0.04% +212 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,403 $374K 0.11% +18 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,387 $371K 0.01% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,384 $371K 0.11% +128 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 2,384 $371K 0.17% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,375 $369K 0.02% -5 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,374 $369K 0.01% -36 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,372 $369K 0.02% +187 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,370 $368K 0.03% +2 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,369 $368K 0.12% +434 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,361 $367K 0.09% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,352 $366K 0.01% +586 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,341 $364K 0.07% -75 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,364 $363K 0.03% -41 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,332 $363K 0.03% -103 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,331 $362K 0.32% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,328 $362K <0.01% +638 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,327 $362K 0.17% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,324 $361K 0.01% +11 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,245 $361K 0.06% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 2,227 $358K 0.2% +11 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,302 $358K 0.02% +9 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,292 $356K 0.04% +119 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,275 $354K 0.02% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,264 $352K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,290 $352K <0.01% +470 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,259 $351K 0.13% +12 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,285 $351K 0.32% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,256 $351K 0.11% +26 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2,250 $350K 0.18% 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,243 $349K 0.02% 0 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,243 $349K 0.02% -65 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,239 $348K 0.01% -33 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,237 $348K 0.03% -63 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,236 $348K 0.02% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,228 $346K 0.01% -1,557 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,139 $346K <0.01% +20 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,219 $345K 0.15% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,218 $345K 0.15% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,217 $345K <0.01% -7 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,206 $343K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,192 $341K 0.08% +48 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,192 $341K 0.04% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,187 $340K 0.05% +178 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,176 $338K 0.01% +173 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,173 $338K 0.01% -397 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,153 $335K 0.01% +20 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,151 $334K 0.03% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,149 $334K 0.25% +10 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,143 $333K 0.29% +4 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,143 $333K 0.09% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,142 $333K 0.01% +127 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,138 $332K 0.01% -49 13F-HR Timeline Group ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 2,133 $332K 0.03% +10 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,120 $330K 0.01% -65 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,118 $329K 0.08% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,115 $329K 0.02% -42 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,114 $329K 0.07% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,098 $326K 0.02% -38 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,084 $324K 0.01% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,082 $324K 0.02% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,079 $323K 0.02% -114 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,050 $319K 0.09% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,043 $318K 0.03% 0 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,033 $316K 0.1% +8 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,040 $316K 0.04% 0 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 2,025 $315K 0.1% +6 13F-HR Timeline Group MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,020 $314K 0.02% -80 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,020 $314K 0.01% -668 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,013 $313K 0.09% +1 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 2,012 $313K 0.04% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,012 $313K 0.05% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,012 $313K 0.05% -118 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,008 $312K 0.02% +13 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,108 $311K 0.02% +72 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,003 $311K 0.08% +11 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 2,000 $311K 0.12% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,000 $311K 0.02% +250 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 2,000 $311K 0.24% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,993 $310K <0.01% +2 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,975 $307K 0.01% -1,784 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,975 $307K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,971 $306K 0.01% -8 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,969 $306K 0.01% -933 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,965 $306K 0.08% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,961 $305K 0.02% +56 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,960 $305K 0.06% +4 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,981 $304K 0.01% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,956 $304K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,955 $304K 0.01% -1,399 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,943 $302K 0.03% -407 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,938 $301K 0.01% +8 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,938 $301K 0.15% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,938 $301K <0.01% +452 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,926 $300K 0.01% +184 13F-HR/A Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,918 $298K 0.1% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,915 $298K 0.02% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,915 $298K <0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,910 $297K 0.02% +123 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,909 $297K 0.03% -9 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,906 $296K 0.29% -32 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 1,901 $296K 0.06% -5 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,900 $295K 0.1% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,898 $295K 0.03% +385 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,891 $294K 0.04% -88 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,880 $292K 0.08% new 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 1,879 $292K 0.18% new 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 1,873 $291K 0.21% +302 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,871 $291K 0.03% +439 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 1,871 $291K 0.17% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,866 $290K <0.01% +90 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,865 $290K 0.1% -274 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,854 $288K 0.01% +308 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,848 $287K 0.03% +414 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,798 $287K 0.08% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,843 $287K 0.13% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,836 $285K 0.03% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,835 $285K 0.01% +6 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,835 $285K 0.06% +294 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,833 $285K 0.07% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,818 $283K <0.01% +40 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,816 $282K 0.01% +284 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,815 $282K 0.1% +5 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,811 $282K 0.02% +11 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,800 $280K 0.02% -25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,800 $280K 0.1% 0 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,798 $280K 0.02% +214 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,792 $279K 0.02% +1 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,787 $278K 0.01% +94 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,780 $277K 0.01% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,775 $276K 0.04% -13 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,767 $275K 0.06% +7 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,765 $274K 0.04% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,764 $274K 0.06% -50 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,763 $274K 0.03% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,763 $274K 0.01% +6 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,760 $274K 0.01% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,759 $273K 0.1% +5 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 1,756 $273K 0.07% -321 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,699 $271K <0.01% -23 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,737 $270K 0.02% -17 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,735 $270K 0.14% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,732 $269K 0.02% +3 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,720 $267K 0.05% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,720 $267K 0.02% +53 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,713 $266K 0.05% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,704 $265K 0.06% +116 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,703 $265K 0.17% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,702 $265K 0.02% -469 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,695 $264K 0.02% -40 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,680 $261K 0.02% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,678 $261K 0.09% +189 13F-HR/A Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,666 $259K 0.03% -22 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,665 $259K 0.13% -79 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,651 $257K 0.01% new 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 1,650 $257K 0.04% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,650 $257K 0.23% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,644 $256K 0.01% -620 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,641 $255K 0.11% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,634 $254K 0.02% -413 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,632 $254K <0.01% +17 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,629 $253K 0.09% +6 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,625 $253K 0.23% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,608 $252K 0.11% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 1,617 $251K 0.23% 0 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,609 $250K 0.09% -66 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,608 $250K 0.01% +4 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,608 $250K 0.02% -128 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,606 $250K 0.06% -703 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,604 $249K 0.01% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,601 $249K 0.01% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,600 $249K <0.01% 0 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,598 $248K 0.02% -927 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 1,594 $248K 0.01% +1 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,585 $246K 0.07% 0 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,585 $246K 0.13% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,584 $246K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,583 $246K 0.01% -7 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,573 $245K 0.01% -1,091 13F-HR Timeline