Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 3,199 $634K 0.08% -207 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,196 $634K <0.01% -642 13F-HR Timeline Group Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 3,200 $633K 0.25% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,181 $631K 0.1% 0 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 3,174 $629K 0.45% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,161 $627K 0.15% +337 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,160 $627K 0.04% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,148 $622K 0.04% +685 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,117 $618K 0.02% -175 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,111 $617K 0.11% -2,336 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,097 $614K 0.03% -1,632 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,087 $612K 0.04% -719 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,083 $611K 0.07% -476 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,080 $611K 0.01% +1,299 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,080 $611K 0.14% +1,434 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,073 $609K 0.02% -622 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,075 $609K 0.02% -11,750 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 3,069 $609K 0.08% -32 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 3,067 $608K 0.47% +333 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,060 $607K 0.05% -889 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,051 $605K 0.01% -1,109 13F-HR/A Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,049 $605K 0.06% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,043 $603K 0.01% +78 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 3,039 $603K 0.03% -381,695 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,038 $602K 0.03% +1,398 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,037 $602K 0.49% +83 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,997 $594K 0.05% -80 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,991 $593K 0.23% -390 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,316 $593K 0.05% -879 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,982 $591K 0.14% -94 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,975 $590K 0.11% 0 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 2,973 $590K 0.18% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,948 $584K 0.1% -154 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,942 $583K 0.02% 0 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,942 $583K 0.03% -69,678 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,293 $583K 0.12% -1 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,935 $582K 0.18% -774 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,929 $581K 0.09% new 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,916 $578K 0.21% +1,756 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 2,912 $577K 0.1% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,911 $577K 0.03% -53 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,903 $576K 0.15% +481 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,894 $574K 0.02% -950 13F-HR/A Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,891 $573K 0.05% -12 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,882 $571K 0.18% +1,414 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,877 $570K 0.01% +1,111 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,874 $570K 0.08% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,873 $570K 0.02% -1,232 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 2,865 $568K 0.45% -682 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,861 $567K 0.13% -19 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,860 $567K 0.02% -1,341 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,853 $566K 0.02% -489 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 2,851 $565K 0.22% +41 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,847 $565K 0.03% -424 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,846 $564K 0.03% -3,899 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 2,840 $563K 0.46% +6 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,829 $561K 0.04% -384 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,823 $560K 0.02% -1,099 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,821 $559K <0.01% -169,584 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,814 $558K 0.04% -86 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,808 $557K 0.03% -881 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,800 $555K 0.17% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,800 $555K 0.07% +149 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,792 $554K 0.12% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,763 $548K 0.14% -691 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,760 $547K 0.04% +231 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,760 $547K 0.13% -3,193 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,756 $546K 0.01% -239 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,755 $546K 0.04% +1,606 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,754 $546K 0.03% -231 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,741 $544K 0.03% -818 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,738 $543K 0.14% -545 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,737 $543K 0.01% -251 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,733 $542K 0.01% -355 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,725 $540K 0.09% -249 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,723 $540K 0.1% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,708 $537K 0.05% -608 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,704 $536K 0.02% +341 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,704 $533K 0.01% -1,851 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,685 $532K 0.13% -8 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,684 $532K 0.23% +293 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,681 $532K 0.1% -400 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,677 $531K 0.13% -291 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,677 $530K 0.01% -8,286 13F-HR Timeline Group Carmignac Gestion More: the full row for Carmignac Gestion 2,665 $528K 0.01% -529,376 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,661 $528K 0.34% -3,658 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,655 $527K 0.09% -12 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,654 $526K 0.1% +100 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,649 $525K 0.02% -1,258 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,649 $525K 0.09% +232 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,624 $520K 0.28% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,622 $520K 0.02% -675 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,616 $519K 0.05% +1,291 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,614 $518K 0.03% -37 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 2,601 $516K <0.01% 0 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,598 $515K 0.45% -8,814 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,596 $515K 0.05% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,593 $514K 0.2% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,600 $514K 0.02% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,589 $514K 0.09% -1,056 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 2,581 $512K 0.14% -46 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,580 $512K 0.1% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,578 $511K 0.18% -89 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,578 $511K 0.01% -500 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,574 $510K 0.26% +212 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,570 $510K 0.17% -109 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,542 $504K -2,280 Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,532 $502K 0.01% -142,277 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,639 $502K 0.08% 0 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,520 $500K 0.24% new 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,505 $497K 0.04% -2,934 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,501 $496K 0.02% +186 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,501 $496K 0.25% +443 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,493 $494K 0.15% -219 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,492 $494K 0.22% -1,137 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,865 $494K 0.37% -131 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,487 $493K 0.07% -716 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,486 $493K 0.09% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,482 $492K 0.1% +169 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,479 $491K 0.32% -16 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,478 $491K 0.29% -289 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,468 $489K 0.2% -578 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,464 $489K 0.25% +1,222 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,464 $489K 0.35% +36 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,464 $489K 0.03% -3 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,459 $488K 0.01% -257 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,458 $487K 0.14% +14 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,451 $486K 0.03% -511 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,445 $485K 0.06% -31,884 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,439 $484K 0.03% +1,326 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,436 $483K 0.03% -9 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,430 $482K 0.06% +14 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,425 $481K 0.03% -4,343 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 2,420 $480K 0.13% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,405 $477K 0.07% +193 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,404 $477K 0.13% -1,046 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,402 $476K 0.01% -14,531 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,398 $476K 0.03% -3,310 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,394 $475K 0.01% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,391 $474K <0.01% -830 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,389 $474K 0.02% +36 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,384 $473K 0.06% -161 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,371 $470K 0.08% -11,781 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,368 $470K 0.17% 0 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,360 $468K 0.03% -732 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,352 $466K 0.33% +269 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,350 $466K 0.05% -10 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,338 $464K 0.01% -2,314 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,335 $463K 0.09% -2,901 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,330 $462K 0.35% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,329 $462K 0.05% -215 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,323 $461K 0.04% -3,377 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,319 $460K 0.17% -185 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,311 $458K 0.09% -46 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,306 $457K 0.13% new 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 2,292 $453K 0.4% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,290 $451K 0.03% -1,564 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,274 $451K 0.3% -472 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,274 $451K 0.06% -23 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,274 $451K 0.03% -1,148 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,501 $451K 0.13% +1 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,270 $450K 0.01% +155 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,265 $449K 0.01% +122 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,265 $449K 0.05% +1,493 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,251 $446K 0.1% +411 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,250 $446K 0.19% +1,396 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,249 $446K 0.05% -339 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,249 $446K 0.04% -665 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,248 $446K 0.1% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,232 $443K 0.22% +722 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,225 $441K 0.22% -355 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,225 $441K 0.06% -170 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,224 $441K 0.02% -50 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,222 $441K 0.21% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,212 $439K 0.09% -241 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,205 $437K 0.04% -499 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,199 $436K 0.06% -15 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,190 $434K 0.12% +5 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,179 $432K 0.24% +148 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,176 $431K 0.35% +342 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 2,169 $430K 0.01% -42,588 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,167 $430K 0.06% -1,516 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,167 $430K 0.12% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,166 $429K 0.03% +244 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,161 $429K 0.04% +572 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,159 $428K 0.03% new 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 2,154 $427K 0.37% -40 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,151 $427K 0.15% -143 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,147 $426K 0.04% -5,271 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,145 $425K 0.01% -65 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,139 $424K 0.1% +75 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,133 $423K 0.18% +98 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,132 $423K 0.04% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,132 $423K 0.02% -882 13F-HR/A Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,132 $423K 0.02% +57 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,131 $423K 0.07% +355 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,332 $420K 0.05% -1,513 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,117 $420K 0.08% -367 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,116 $420K 0.09% -62 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,115 $419K 0.27% 0 13F-HR Timeline