SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,693 $840K 0.1% +194 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 2,690 $839K 0.2% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,674 $834K 0.11% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,698 $832K 0.04% -238 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,663 $831K 0.17% +236 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,662 $831K 0.07% -35 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,659 $830K 0.02% +78 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,659 $830K 0.05% -966 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,353 $828K 0.57% -190 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,652 $828K 0.75% -61 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,650 $827K 0.02% -100 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,638 $823K 0.11% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 2,637 $823K 0.41% -47 13F-HR Timeline Group First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 2,628 $820K <0.01% -28 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,619 $817K 0.09% -13 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,618 $817K 0.32% -17 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,615 $816K 0.22% -146 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,608 $814K 0.4% +173 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,604 $813K 0.12% -144 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 2,645 $812K 0.19% +37 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 2,601 $812K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 2,600 $811K 0.02% -27,576 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,599 $811K 0.19% -5 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,703 $809K 0.65% 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 2,587 $807K 0.16% +400 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,588 $807K 0.05% +461 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,570 $802K 0.17% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,570 $802K 0.18% +98 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,562 $799K 0.02% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,561 $799K 0.14% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,554 $797K 0.06% -354 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,618 $795K 0.28% +387 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,259 $795K 0.59% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,543 $794K 0.63% -94 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,542 $793K 0.06% +96 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 2,541 $793K 0.41% -850 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,539 $792K 1.01% -541 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 2,532 $790K 0.04% -196 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,531 $790K 0.2% -77 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,525 $788K 0.06% -36 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,525 $788K 0.06% +18 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,524 $788K 0.05% -270 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,517 $785K 0.61% -57 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 2,501 $780K 0.27% +19 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,501 $780K 0.02% -25 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,488 $776K 0.09% -20 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,471 $771K 0.07% -596 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,469 $770K 0.74% +46 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 2,460 $768K 0.31% new 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,455 $766K 0.67% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,440 $761K 0.01% -560 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,434 $760K 0.05% +109 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 2,434 $760K 0.46% -5 13F-HR Timeline United Bank More: the full row for United Bank 2,430 $758K 0.31% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,422 $756K 0.14% -74 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,422 $756K 0.38% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,405 $750K 0.03% -84 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,384 $744K 0.23% -4 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,383 $742K 0.89% +759 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,371 $740K 0.05% -1,004 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,351 $734K 0.43% -51 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,349 $733K 0.05% +1,525 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,580 $733K 0.15% -3 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,344 $732K 0.06% -1,080 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,343 $731K 0.06% +74 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,334 $728K 0.09% -59 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,330 $727K 0.27% +261 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 2,319 $724K 0.12% -132 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,305 $719K 0.02% +619 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,305 $719K 0.16% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,301 $718K 0.04% +22 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,295 $717K <0.01% -183 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,293 $716K 0.57% -30 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,291 $715K 0.36% +380 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,291 $715K 0.07% +72 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GERBER, LLC More: the full row for GERBER, LLC 2,287 $714K 0.59% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,282 $712K 0.28% -54 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,282 $712K 0.15% +2 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,261 $705K 0.71% -344 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,257 $704K 0.48% -9 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,253 $703K 0.36% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,251 $702K 0.25% -133 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,989 $700K 0.45% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,235 $697K 0.06% +185 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,229 $696K 0.04% -44 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,221 $693K 0.31% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,218 $692K 0.11% +27 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,214 $691K 0.03% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,211 $690K 0.05% +423 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,187 $682K 0.19% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,183 $681K 0.7% -37 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,182 $681K 0.05% -12 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,178 $680K 0.16% +12 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,174 $678K 0.52% -66 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,155 $672K 0.32% -152 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,153 $672K 1.03% -513 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,249 $671K 0.06% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,146 $670K 0.26% -125 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,142 $668K 0.14% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,141 $668K 0.05% +485 13F-HR/A Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,138 $667K 0.09% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,136 $667K 0.04% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,136 $667K 0.41% +26 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,135 $666K 0.26% +267 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,134 $666K 0.17% +178 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,132 $665K 0.36% +83 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,129 $664K 0.36% -63 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,125 $663K 0.52% +406 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,124 $663K 0.51% -104 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,318 $663K 0.13% +485 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,123 $662K 0.04% -25 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,113 $659K 0.18% +16 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,111 $659K 0.09% -50 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,110 $658K 0.09% -10 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,097 $654K 0.1% +94 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,089 $652K 0.04% -575 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,078 $648K 0.04% 0 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,076 $648K 0.03% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,067 $645K 0.18% -228 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,064 $644K 0.01% -66,180 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,055 $641K 0.03% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,052 $640K 0.12% -38 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,046 $638K 0.13% -198 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 2,044 $638K 0.03% +855 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,042 $637K 0.26% -20 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,038 $636K 0.41% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,035 $635K 0.01% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,031 $634K 0.12% -559 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,031 $634K 0.04% -162 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,027 $632K 0.06% +407 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,021 $631K 0.09% -1 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,019 $630K 0.47% +50 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 2,018 $630K 0.02% -20 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,011 $628K 0.54% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,011 $628K 0.39% +11 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,006 $626K 0.14% -258 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,000 $624K 0.12% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,000 $624K 0.09% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,999 $624K 0.13% -266 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 1,990 $621K 0.12% -406 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,979 $618K 0.18% -39 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,975 $616K 0.1% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,974 $616K 0.17% -51 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,973 $616K 0.3% +107 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,748 $615K 0.11% +134 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,967 $614K 0.28% -150 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 1,960 $612K 0.17% +10 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,906 $611K 0.12% +191 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,953 $610K 0.06% +106 13F-HR/A Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,940 $605K 0.17% -48 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,939 $605K 0.15% -10 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,937 $604K 0.21% +252 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,932 $603K 0.01% -149 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,930 $602K 0.01% +440 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,926 $601K 0.16% -14 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,918 $598K 0.12% +516 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,914 $597K 0.07% -155 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,907 $595K 0.22% +24 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,902 $594K 0.08% -1,390 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,896 $592K 0.15% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,676 $584K 0.11% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,870 $583K 0.44% +139 13F-HR/A Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,867 $582K 0.15% -126 13F-HR/A Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,863 $581K 0.07% -6 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,859 $580K 0.07% -246 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,856 $579K 0.04% +29 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,843 $575K 0.15% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,842 $575K 0.1% +650 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,834 $572K 0.26% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,834 $572K 0.27% -1,441 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,833 $572K 0.06% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,829 $571K 0.16% +66 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,823 $569K 0.1% -117 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,818 $567K 0.12% -50 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,818 $567K 0.07% +163 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 1,814 $566K 0.17% -68 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,989 $566K 0.38% -594 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,811 $565K 0.08% -829 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,810 $565K 0.13% +412 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,810 $565K 0.15% +66 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,806 $563K 0.03% +506 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 1,800 $562K 0.22% new 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 1,800 $562K 0.23% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,799 $561K 0.45% -29 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,791 $559K 0.18% 0 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 1,780 $555K 0.19% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,778 $555K 0.02% +241 13F-HR/A Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,771 $553K +11 Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,768 $552K 0.06% +35 13F-HR/A Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,765 $551K 0.1% +6 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 1,755 $548K 0.1% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,756 $548K 0.07% -125 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,749 $546K 0.51% -540 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,860 $546K 0.22% -15 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,748 $545K 0.15% -1,107 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,742 $543K 0.24% +2 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,741 $543K 0.04% +38 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,739 $543K 0.05% -1,753 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,915 $541K 0.03% -281 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,732 $540K 0.21% -129 13F-HR Timeline