BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 8,611 $1.15M 0.11% +139 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 8,604 $1.15M 0.5% +37 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 8,599 $1.15M 0.15% -15 13F-HR Timeline Group DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 8,583 $1.15M 0.14% +100 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,568 $1.15M 0.32% +100 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,395 $1.14M 0.06% +5,059 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 8,513 $1.14M 0.03% +2,730 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 8,509 $1.14M 0.97% +22 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,500 $1.14M 0.15% -76 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 8,500 $1.14M 0.26% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 8,498 $1.14M 0.35% -5,645 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 8,466 $1.13M 0.13% +52 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,451 $1.13M 0.08% -258 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 8,384 $1.12M 0.93% +736 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 8,368 $1.12M 0.28% +4 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 8,358 $1.12M 0.03% 0 13F-HR/A Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 8,354 $1.12M 0.06% +498 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 8,338 $1.12M 0.05% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,333 $1.12M 0.05% +136 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 8,315 $1.11M 0.72% +55 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,317 $1.11M 0.16% -321 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 8,286 $1.11M 0.37% +5 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 8,271 $1.11M 0.31% -405 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 8,267 $1.11M 0.31% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 8,245 $1.1M 0.06% -1,555 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 8,242 $1.1M 0.39% +410 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 8,208 $1.1M 0.86% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 8,208 $1.1M 0.86% -801 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 8,190 $1.1M 0.18% 0 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 8,173 $1.09M 0.11% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 8,157 $1.09M 0.25% +2 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 8,154 $1.09M <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,147 $1.09M 0.09% -26 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,141 $1.09M 0.04% +5,018 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 8,134 $1.09M 0.14% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,130 $1.09M 0.33% -7,857 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 8,127 $1.09M 0.81% 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,115 $1.09M 0.37% -399 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,115 $1.09M 0.03% -1,315 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 8,108 $1.09M 0.07% +1,153 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 8,075 $1.08M 0.1% -50 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,061 $1.08M 0.25% -500 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 8,059 $1.08M 0.23% -107 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 8,025 $1.07M 0.18% +228 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 8,023 $1.07M 0.1% +42 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,373 $1.07M 0.02% -259 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 7,978 $1.07M 0.31% +4,455 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,967 $1.07M 0.22% +64 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 7,952 $1.07M 0.64% -49 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 7,940 $1.06M 0.77% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,927 $1.06M 0.12% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 7,915 $1.06M 0.21% +3,273 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 7,900 $1.06M 0.74% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,881 $1.06M 0.08% +628 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 7,879 $1.06M 0.23% -5 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 7,838 $1.05M 0.29% -1,370 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 7,816 $1.05M 0.54% -23,978 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,811 $1.05M 0.05% +1,560 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 7,783 $1.04M 0.76% +1,213 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,778 $1.04M 0.11% +35 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 7,742 $1.04M 0.09% +22 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 7,786 $1.04M 0.21% +10 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 7,724 $1.03M 0.15% +165 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 7,720 $1.03M 0.25% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 7,699 $1.03M 0.58% 0 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 7,698 $1.03M 0.17% -300 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 7,686 $1.03M 0.47% -1,318 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,676 $1.03M 0.44% -36 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,663 $1.03M 0.2% -70 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 7,661 $1.03M 0.42% +46 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 7,625 $1.02M 0.33% 0 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 7,609 $1.02M 0.65% -22 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,600 $1.02M 0.26% +100 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 7,593 $1.02M 0.23% +36 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 7,591 $1.02M 0.36% +1,505 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 7,558 $1.01M 0.06% +182 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 7,557 $1.01M 0.39% +102 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,551 $1.01M 0.05% +651 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 7,528 $1.01M 0.23% -196 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,500 $1M 0.19% -70 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 7,489 $1M 0.2% 0 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 7,478 $1M 0.32% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,533 $1M 0.03% +273 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7,475 $1M 0.07% +1,202 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 7,450 $998K 0.9% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,461 $994K 0.13% +906 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,363 $986K 0.03% -9 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,350 $985K 0.02% +438 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,344 $984K 0.05% +472 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,343 $984K 0.13% -338 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,338 $983K 0.09% -183 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 7,320 $980K 0.33% +98 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,286 $976K 0.66% +2 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,275 $974K 0.13% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,263 $973K 0.76% -120 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 7,143 $972K 0.78% -2,072 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 7,244 $970K 0.21% +90 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 7,235 $969K 0.08% -330 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 7,231 $969K 0.19% -210 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 7,227 $968K 0.37% +3,002 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 7,222 $967K 0.83% 0 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 7,216 $967K 0.31% -124 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 7,216 $967K 0.27% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,169 $960K 0.11% +1,565 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 7,161 $959K 0.67% -100 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 7,154 $958K 0.34% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,151 $958K 0.07% -93 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,149 $958K 0.18% +18 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 7,126 $954K 0.69% -58 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 7,098 $951K 0.1% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,507 $950K 0.15% +226 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 7,090 $950K 0.49% 0 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 7,087 $949K 0.77% +139 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,083 $949K 0.23% -387 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 7,073 $947K 0.09% +17 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 7,070 $947K 0.31% +3 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 7,060 $946K 0.12% -1,200 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,039 $943K 0.07% -644 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7,014 $939K 0.09% -4,651 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,982 $935K 0.16% +359 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,980 $935K 0.03% -33 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,965 $933K 0.16% -2,103 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,958 $932K 0.05% +1,142 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,945 $930K 0.28% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 6,914 $926K 0.32% -198 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 6,892 $923K 0.22% -15 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,891 $923K 0.06% -320 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 6,886 $922K 0.27% -80 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,877 $921K 0.14% -378 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 6,871 $920K 0.41% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,853 $918K 0.01% -547 13F-HR Timeline Group Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,852 $918K 0.07% +588 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 6,842 $916K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,839 $916K 0.09% +684 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 6,815 $913K 0.54% +210 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 6,802 $911K 0.09% -56 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 6,773 $907K 0.42% +7 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,760 $905K 0.05% -391 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,745 $903K 0.18% -122 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 6,743 $903K 0.41% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 6,742 $903K 0.35% +17 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 6,724 $901K 0.43% -2,020 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 6,724 $901K 0.13% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 6,724 $901K 0.22% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 6,692 $896K 0.01% -39,083 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 6,689 $896K 0.51% -1,403 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,669 $893K 0.17% -642 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 6,662 $892K 0.02% -109 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,659 $892K 0.07% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 6,657 $892K 0.06% -953 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 6,653 $891K 0.04% -2,214 13F-HR/A Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 6,616 $886K 0.21% -22 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6,611 $886K 0.69% +6,496 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 6,611 $885K 0.06% +129 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 6,600 $884K 0.44% +3,606 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 6,590 $883K 0.02% -106 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 6,577 $881K 0.15% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 6,563 $879K 0.38% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,528 $879K 0.05% -484 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6,547 $877K 0.11% -1,033 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 6,547 $877K 0.61% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 6,541 $876K 0.25% -554 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,541 $876K 0.28% -91 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,540 $876K 0.13% -35 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 6,515 $873K 0.32% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,510 $872K 0.77% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 6,492 $870K 0.36% -41 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 7,176 $868K 0.28% +12 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 6,466 $866K 0.36% -13 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 6,461 $866K 0.07% -236 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,455 $865K 0.48% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,449 $864K 0.03% -2,070 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 6,419 $860K 0.16% +74 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 6,415 $859K 0.31% -20 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,408 $858K 0.24% +66 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,407 $858K 0.11% -791 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,402 $857K 0.07% +1,345 13F-HR Timeline Group Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 6,380 $855K 0.2% +379 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,364 $852K 0.1% -910 13F-HR/A Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 6,362 $852K 0.25% -3,140 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 6,356 $851K 0.11% -42 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,353 $851K 0.5% +23 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 6,327 $847K 0.43% -33 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 6,326 $847K 0.64% +380 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 6,317 $846K 0.06% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 6,316 $846K 0.22% -123 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,302 $844K 0.19% +1,986 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 6,322 $844K 0.42% -4 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,299 $844K 0.11% +2,375 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 6,286 $842K 0.04% +15 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. 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