CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,416 $1.25M 0.54% -619 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 5,400 $1.25M 0.33% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 5,385 $1.25M 0.19% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 5,383 $1.25M 0.1% +8 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 5,380 $1.25M 0.42% +120 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,376 $1.24M 0.86% 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 5,374 $1.24M 0.89% +11 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 5,359 $1.24M 0.07% -57 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,352 $1.24M 0.07% -235 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 5,349 $1.24M 0.22% new 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,336 $1.24M 0.92% 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,334 $1.24M 0.18% +44 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 5,332 $1.23M 0.01% 0 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 5,333 $1.23M 0.75% +203 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,320 $1.23M 0.05% +69 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,307 $1.23M 0.58% +372 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 5,306 $1.23M 0.7% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,027 $1.23M 0.32% +24 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 5,303 $1.23M 0.34% -61 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,279 $1.22M 0.08% -6 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 5,275 $1.22M 0.34% -1,502 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 5,273 $1.22M 0.85% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,255 $1.22M 0.4% +812 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,246 $1.21M 0.14% -85 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,239 $1.21M 0.52% +182 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,230 $1.21M 0.65% 0 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 5,223 $1.21M 0.38% -3,176 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 5,223 $1.21M 0.68% -212 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,220 $1.21M 0.52% -405 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,210 $1.21M 0.19% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,178 $1.2M 0.28% -247 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,185 $1.2M 0.05% -171 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 5,175 $1.2M 0.18% +6 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 5,169 $1.2M 0.11% -61 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 5,168 $1.2M 0.51% -3 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,162 $1.2M 0.06% +3,976 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,161 $1.19M 0.27% +624 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 5,155 $1.19M 0.33% -97 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,154 $1.19M 0.64% -37 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,147 $1.19M 0.66% +352 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 5,147 $1.19M 0.4% -139 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 5,140 $1.19M 0.33% +160 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,131 $1.19M 0.17% +116 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 5,130 $1.19M 0.8% -2,819 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 5,129 $1.19M 0.29% -264 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,124 $1.19M 1.07% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,120 $1.19M 0.07% +299 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,115 $1.18M 0.44% +11 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,107 $1.18M 0.94% +150 13F-HR/A Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 5,184 $1.18M 0.32% +321 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 5,100 $1.18M 0.38% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,068 $1.17M 0.16% +346 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 5,064 $1.17M 0.02% -1,375 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,055 $1.17M 0.27% +100 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,054 $1.17M 0.14% -435 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 5,048 $1.17M 0.28% -154 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 5,043 $1.17M 1.06% +446 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 5,042 $1.17M 0.38% +570 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,041 $1.17M 0.06% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,039 $1.17M 0.13% +492 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 5,037 $1.17M 0.58% -62 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 5,037 $1.17M 0.49% 0 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 5,035 $1.17M 0.47% +30 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,031 $1.16M 0.3% +2 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,027 $1.16M 0.6% +769 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 5,019 $1.16M 0.16% 0 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 5,014 $1.16M 0.54% +52 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,005 $1.16M 0.08% +1,651 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,005 $1.16M 0.33% +434 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 5,002 $1.16M 0.44% +509 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,989 $1.16M 0.12% -117 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 4,988 $1.16M 0.32% -327 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 4,958 $1.15M 0.73% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 4,951 $1.15M 0.52% +1 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,950 $1.15M 1.09% +1,269 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,940 $1.14M 0.28% -130 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,934 $1.14M 0.05% +59 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,929 $1.14M 0.14% -14,162 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,874 $1.14M 0.22% +25 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 4,656 $1.14M 0.22% -244 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,913 $1.14M 0.17% -666 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,913 $1.14M 0.02% +299 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,909 $1.14M 0.02% -216 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,909 $1.14M 0.73% +184 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 4,902 $1.14M 0.64% -1,165 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,900 $1.13M 0.19% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,889 $1.13M 0.11% -581 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,884 $1.13M 0.07% +644 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,874 $1.13M 0.36% +1,408 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,868 $1.13M 0.3% -473 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,865 $1.13M 0.16% +204 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,862 $1.13M 1% +112 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,858 $1.12M 0.17% +1 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,857 $1.12M 0.41% +18 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,855 $1.12M 0.01% +762 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,155 $1.12M 0.54% -105 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,849 $1.12M 0.01% +3,999 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,828 $1.12M 0.25% +226 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4,826 $1.12M 0.02% -177 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 4,822 $1.12M 0.33% +54 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,817 $1.12M 0.22% -219 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 4,815 $1.11M 0.69% +15 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 4,814 $1.11M 0.13% +349 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 4,813 $1.11M 0.46% +18 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,807 $1.11M 0.26% +78 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 4,800 $1.11M 0.91% -64 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 4,787 $1.11M 0.23% -31 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,785 $1.11M 0.45% -63 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,777 $1.11M 0.18% +55 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,753 $1.1M 0.12% -92 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 4,750 $1.1M 0.2% -900 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,744 $1.1M 0.8% -3,749 13F-HR/A Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,725 $1.09M 0.08% -56 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 4,724 $1.09M 0.2% -118 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,720 $1.09M 0.5% -974 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 4,851 $1.09M 0.49% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,714 $1.09M 0.07% +1,019 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,706 $1.09M 0.38% +78 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 4,703 $1.09M 0.66% -3,818 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,695 $1.09M 0.06% +215 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,695 $1.09M 0.3% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,686 $1.08M 0.1% -8 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 4,659 $1.08M 0.51% +4 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 4,673 $1.08M 0.48% +7 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 4,672 $1.08M 0.61% +356 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,662 $1.08M 0.31% +2 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 4,653 $1.08M 0.51% +50 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,643 $1.07M 0.36% +42 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 4,656 $1.07M 0.79% +115 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,627 $1.07M 0.56% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,609 $1.07M 0.3% -341 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,607 $1.07M 0.08% +2,177 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 4,580 $1.06M 39.51% +16 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,582 $1.06M 0.71% -1,064 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,575 $1.06M 0.05% +20 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,571 $1.06M 0.54% +3 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,567 $1.06M 0.19% +588 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,560 $1.06M 0.07% -500 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,546 $1.05M 0.04% +2,609 13F-HR/A Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,542 $1.05M 0.04% +183 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,530 $1.05M 0.23% -67 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,529 $1.05M 0.18% +756 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 4,519 $1.05M 0.53% +20 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,519 $1.05M 0.15% -146 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,517 $1.05M 0.09% +391 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,509 $1.04M 0.44% -130 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 4,506 $1.04M 0.22% -590 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 4,674 $1.04M 0.04% -700 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 4,500 $1.04M 0.03% 0 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 4,497 $1.04M 0.27% +1,610 13F-HR Timeline Group Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 4,497 $1.04M 0.22% -25 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,495 $1.04M 0.02% -329 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,494 $1.04M 0.13% +82 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,475 $1.04M 0.1% +1,002 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 4,473 $1.04M 0.55% +437 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,467 $1.03M 0.1% +675 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,466 $1.03M 0.09% -89 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,465 $1.03M 0.26% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,461 $1.03M 0.24% +1 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 4,458 $1.03M 0.16% -562 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 4,457 $1.03M 0.72% 0 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 4,450 $1.03M 0.26% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 4,449 $1.03M 0.64% +205 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,443 $1.03M 0.3% -387 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,437 $1.03M 0.31% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 4,427 $1.03M 0.39% +698 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,425 $1.02M 0.12% +30 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,423 $1.02M 0.55% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,547 $1.02M 0.27% +247 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,416 $1.02M 0.36% +138 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,411 $1.02M 0.19% -15,143 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,410 $1.02M 0.49% -65 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,405 $1.02M 0.11% -3,345 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,395 $1.02M 0.26% +102 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 4,382 $1.01M 0.08% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,375 $1.01M 0.48% 0 13F-HR Timeline Group Straight Path Wealth Management More: the full row for Straight Path Wealth Management 4,372 $1.01M 0.28% new 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 4,364 $1.01M 0.2% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 4,362 $1.01M 0.14% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 4,342 $1.01M 1.52% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 4,342 $1.01M 0.48% +37 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,340 $1M 0.08% +18 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 4,339 $1M 1% +91 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 4,320 $1M 1.26% -1,723 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,320 $1M 0.06% -1,511 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,317 $1M 0.24% +70 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 4,300 $996K 0.07% 0 13F-HR Timeline Group WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 4,299 $995K 0.71% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,298 $995K 0.09% -76 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,293 $994K 0.36% -836 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 4,288 $993K 0.18% +15 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 4,257 $991K 0.15% +7 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 4,274 $990K 0.2% +1 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,266 $988K 0.33% +747 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 4,265 $988K 0.56% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,251 $984K 0.22% -2,069 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,231 $980K 0.59% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,231 $980K 0.06% +167 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,226 $978K 0.67% 0 13F-HR/A Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,222 $978K 0.02% -1,697 13F-HR Timeline