Family Legacy, Inc. More: the full row for Family Legacy, Inc. 8,780 $901K 0.27% +90 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,771 $901K 0.12% -210 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 8,770 $900K 0.18% +16 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 8,734 $897K 0.45% -122 13F-HR Timeline Group Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 8,730 $896K 0.43% -234 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,665 $891K 0.19% -4 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 8,664 $890K 0.13% -122 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 8,643 $887K 0.19% -163 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 8,614 $884K 0.19% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 8,601 $883K 0.01% +6,349 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,568 $880K 0.25% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 8,565 $879K 0.13% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,558 $879K 0.3% -449 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 8,537 $876K 0.47% +556 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 8,529 $876K 0.13% +1,934 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 8,528 $876K 0.38% -117 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 8,526 $875K 0.06% +5,938 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,501 $873K 0.08% -1,863 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 8,448 $867K 0.12% 0 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 8,440 $867K 0.08% -347 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 8,405 $863K 0.15% +5,046 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 8,402 $863K 0.36% +190 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 8,402 $863K 0.49% -220 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 8,382 $861K 0.05% -113 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,381 $860K 0.03% -2,424 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8,380 $860K 0.11% -8,614 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 8,373 $860K 0.05% -54 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,366 $859K 0.02% +617 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 8,358 $858K 0.02% 0 13F-HR Timeline Group RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 8,340 $856K 0.63% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,337 $856K 0.05% -2,097 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 8,318 $854K 0.04% +3,130 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,181 $853K 0.05% -1,779 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 8,286 $851K 0.33% 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 8,273 $849K 0.14% -76 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 8,269 $849K <0.01% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 8,269 $849K 0.1% -151 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 8,264 $848K 0.01% new 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 8,249 $847K 0.27% 13F-HR/A Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,218 $844K 0.16% +208 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 8,210 $843K 0.03% -1,089 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 8,198 $842K 0.09% +25 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 8,194 $841K 0.11% -715 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 8,193 $841K 0.16% +271 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,149 $837K 0.06% -17 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 8,113 $833K 0.14% +395 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,109 $833K 0.05% -178 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,631 $831K 0.04% -76 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 8,092 $831K 0.53% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 8,086 $830K 0.18% +3 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 8,079 $829K 0.44% +3,779 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 8,072 $829K 0.73% -139 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 8,070 $829K 0.49% 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 8,050 $826K 0.56% -115 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 8,034 $825K 0.11% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 8,032 $825K 0.58% -13 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,024 $824K 0.04% -149 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 8,024 $824K 0.18% -2,624 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 7,997 $821K 0.27% +6 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 7,975 $819K 0.74% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,962 $817K 0.11% -8 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 7,949 $816K 0.89% +213 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 7,947 $816K 0.09% -48 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 7,940 $815K 0.58% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,938 $815K 0.08% -595 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 7,916 $813K 0.04% +358 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 7,860 $813K 0.05% +4,058 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 7,912 $812K 0.16% -1,979 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 7,907 $812K 0.18% +27 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 7,900 $811K 0.19% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,900 $811K 0.19% -4,556 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 7,900 $811K 0.59% 0 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 7,886 $810K 0.17% -1,247 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 7,883 $809K 0.31% +1,909 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 7,873 $808K 0.13% -4,923 13F-HR Timeline Group Persium Advisors, LLC More: the full row for Persium Advisors, LLC 7,872 $808K 0.64% +1,073 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 7,858 $807K 0.1% -2,036 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7,839 $805K 0.08% +733 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 7,835 $804K 0.06% +713 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 7,773 $798K 0.2% -916 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 7,742 $795K 0.07% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,706 $791K 0.02% -773 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 7,685 $789K 0.23% +5,536 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 7,682 $789K 0.54% -14 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,679 $788K <0.01% -448,583 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,668 $787K 0.08% +2 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,644 $785K 0.05% +1,407 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 7,643 $785K 0.04% -152 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 7,643 $785K 0.1% +278 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 7,690 $783K 0.03% -1,500 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7,630 $783K 0.14% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 7,581 $778K 0.07% +435 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 7,577 $778K 0.29% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,270 $777K 0.08% -602 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,553 $775K 0.09% -374 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 7,542 $774K 0.63% +175 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 7,597 $774K 0.66% +1,875 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 7,537 $774K 0.61% 0 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 7,523 $772K 0.37% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 7,502 $770K 0.62% +4,480 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,500 $770K 0.14% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,500 $770K 0.19% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,489 $769K 0.07% -3,418 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,376 $768K 0.15% +600 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 7,478 $768K 0.25% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 7,470 $767K 0.17% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 7,457 $766K 0.03% +788 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,448 $765K 0.02% +142 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 7,430 $763K 0.28% +105 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 7,414 $761K 0.28% -643 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,364 $756K 0.11% -1,738 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 7,327 $752K 0.05% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,294 $749K 0.13% -206 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 7,266 $746K 0.14% -64 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 7,257 $744K 0.01% -705 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,232 $743K 0.06% -117 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 7,222 $741K 0.71% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,218 $741K 0.1% +61 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,211 $740K 0.52% -17 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 7,207 $740K 0.1% +5,569 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 7,206 $740K 0.22% -10 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 7,205 $740K 0.06% -65 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 7,157 $735K 0.25% -843 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 7,152 $734K 0.1% 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,151 $734K 0.13% -2,224 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 7,126 $732K 0.13% -16,139 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 7,117 $731K 0.05% +1,340 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,114 $730K 0.08% -23,375 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 7,100 $729K 0.3% -1,563 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 7,120 $725K 0.52% new 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 7,066 $725K 0.11% new 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,061 $725K 0.19% -565 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,060 $725K 0.11% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 7,047 $723K 0.16% -447 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 7,017 $720K 0.36% +440 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 6,977 $716K 0.71% +988 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 6,961 $715K 0.54% -200 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,955 $714K 0.15% -1 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,105 $713K 0.09% -388 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,941 $713K 0.11% +159 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 6,930 $712K 0.1% -116 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 6,929 $711K 0.14% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,923 $711K 0.05% -1,940 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,920 $710K 0.09% -976 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 6,909 $709K 0.15% -364 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,903 $709K 0.09% -1,992 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,893 $708K 0.12% -79 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 6,892 $708K 0.16% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 6,887 $707K 0.34% -413 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 6,881 $707K 0.43% -1,066 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,871 $705K 0.02% -27,369 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 6,871 $705K 0.27% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,866 $705K 0.03% -546 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,852 $703K 0.2% -664 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 6,844 $703K 0.25% +1,544 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,833 $701K 0.05% +623 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,822 $700K 0.02% +281 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,820 $700K 0.25% 0 13F-HR Timeline Group VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 6,818 $700K 0.37% +453 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 6,779 $696K 0.23% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 6,779 $696K 0.27% new 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,779 $696K 0.39% +2,428 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,773 $695K 0.07% -399 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,764 $694K 0.01% -6,705 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 6,763 $694K 0.3% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 6,756 $694K 0.07% 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 6,743 $692K 0.38% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 6,737 $692K 0.13% -370 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 6,731 $691K 0.24% +43 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 6,730 $691K 0.65% 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 6,729 $691K 0.09% +5 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 6,724 $690K 0.22% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,720 $690K 0.13% -25 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 6,711 $689K 0.22% +467 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 6,697 $688K 0.38% -2,728 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,694 $687K 0.05% +451 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 6,691 $687K 0.69% -679 13F-HR/A Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,679 $686K 0.02% +744 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 6,678 $686K 0.2% -207 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 6,662 $684K 0.27% +29 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 6,659 $684K 0.47% -19 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6,654 $683K 0.04% -2,136 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 6,654 $683K 0.25% -500 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,624 $680K 0.04% +3,451 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,621 $680K 0.13% +924 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 6,595 $677K 0.27% +1,268 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 6,582 $676K 0.09% +50 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,580 $676K 0.23% -1,275 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 6,578 $675K 0.08% -175 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 6,563 $674K 0.29% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,556 $673K 0.02% -731 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,555 $673K 0.15% -291 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,555 $673K 0.02% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6,538 $671K 0.08% -9 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 6,530 $670K 0.08% +434 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 6,535 $670K 0.02% -55 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,524 $670K 0.04% -1,306 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 6,512 $669K 0.24% +1,328 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6,500 $667K 0.04% -3,111 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 6,489 $666K 0.15% 0 13F-HR Timeline