RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,873 $388K 0.01% -457 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,864 $386K 0.02% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,854 $386K 0.08% +12 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,855 $385K 0.01% +71 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,854 $384K 0.02% -650 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,850 $384K 0.04% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,849 $383K 0.02% -520 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,839 $381K 0.08% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,829 $379K 0.01% -314 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,817 $377K 0.03% -55 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,760 $375K 0.01% +57 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,803 $374K 0.23% -123 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,801 $373K 0.03% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,789 $371K 0.01% -38 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,781 $369K 0.01% +4 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,772 $367K 0.1% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,770 $367K 0.08% -162 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,763 $366K 0.02% -8 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,756 $364K 0.01% -1,074 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,754 $364K 0.03% -275 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,752 $363K 0.07% -5 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,748 $362K 0.17% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,743 $362K 0.05% +4 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,739 $361K 0.02% -118 13F-HR Timeline Legacy Private Trust Co. 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Inc. 3,174 $358K 0.16% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,725 $358K 0.15% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,718 $356K 0.01% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,717 $356K 0.03% +234 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,707 $354K 0.03% -77 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,707 $354K 0.13% -7,456 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,702 $353K 0.03% +31 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,661 $353K 0.02% +7 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,700 $352K 0.03% 0 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 1,700 $352K 0.01% 0 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,700 $352K 0.23% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,693 $351K 0.01% +161 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,691 $351K 0.03% -489 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,690 $350K 0.03% +59 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,687 $350K 0.04% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,685 $349K 0.07% 0 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 1,685 $349K 0.18% -78 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,685 $349K 0.1% +3 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,682 $349K 0.09% +5 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,681 $349K 0.01% -922 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,674 $347K 0.16% +404 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,653 $343K 0.04% -290 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,648 $342K 0.21% +40 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,639 $341K 0.08% +400 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,646 $341K 0.08% +96 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,645 $341K 0.13% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,641 $340K 0.04% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,632 $340K 0.01% -234 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,638 $340K 0.03% +496 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 1,634 $339K 0.08% +274 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,624 $338K 0.04% -7 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,632 $338K 0.01% -148 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,630 $338K <0.01% -6,141 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,626 $337K 0.01% +500 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,626 $337K 0.06% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,626 $337K 0.05% -42 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,620 $336K 0.22% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,611 $336K 0.02% +302 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,618 $335K 0.08% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,617 $335K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,617 $335K 0.05% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,614 $335K 0.01% +105 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,557 $334K 0.02% +130 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,608 $333K 0.05% -39 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,607 $333K 0.07% +7 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,607 $333K 0.02% +55 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,587 $329K 0.04% -54 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,581 $328K 0.05% 0 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,579 $327K 0.01% -19 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,576 $327K 0.03% +66 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,576 $327K <0.01% +70 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,574 $326K 0.02% +65 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,572 $326K 0.05% +248 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,562 $324K 0.22% -257 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,557 $323K 0.07% +17 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,555 $322K <0.01% -19 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,544 $322K <0.01% +344 13F-HR/A Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,550 $321K <0.01% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,550 $321K 0.07% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,549 $321K 0.02% +21 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,547 $321K 0.03% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,543 $320K 0.1% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,542 $320K 0.07% new 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 1,541 $320K 1.23% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,539 $319K 0.01% -183 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,539 $319K 0.13% -291 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,538 $319K 0.05% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,534 $318K 0.01% +566 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,534 $318K 0.01% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,525 $318K 0.01% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,528 $317K 0.06% -138 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,524 $316K 0.03% +28 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,522 $316K 0.16% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,509 $313K 0.12% +104 13F-HR/A Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 1,508 $313K 0.17% +180 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,501 $311K 0.01% -5 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,500 $311K 0.04% +1 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,500 $311K 0.02% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,500 $311K 0.16% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,500 $311K 0.11% 0 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,495 $310K 0.03% +11 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,492 $309K 0.04% +13 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,490 $309K 0.02% -50 13F-HR/A Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,485 $308K 0.06% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,484 $308K 0.02% +4 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,482 $307K 0.04% -8 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 1,481 $307K 0.22% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 1,476 $306K 0.22% -120 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,473 $305K 0.01% +1 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,471 $305K 0.09% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,463 $303K 0.05% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 1,461 $303K 0.03% +168 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,461 $303K 0.16% +456 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,411 $302K 0.23% -108 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,455 $302K 0.06% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,451 $301K 0.04% -40 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,450 $301K 0.08% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,493 $301K 0.13% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,443 $299K 0.07% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,441 $299K 0.02% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,428 $296K 0.02% +207 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,426 $296K 0.1% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,373 $295K 0.12% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,424 $295K 0.04% +461 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,422 $295K 0.01% -12,178 13F-HR Timeline Group TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,420 $294K 0.01% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,417 $294K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,415 $293K 0.03% -36 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,414 $293K 0.08% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,413 $293K 0.18% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,407 $292K 0.22% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,407 $292K 0.04% +65 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,401 $290K 0.05% -201 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,399 $290K <0.01% +141 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,397 $290K 0.07% -57 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,394 $289K 0.03% +32 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,391 $288K 0.03% +86 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,391 $288K 0.09% -138 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,390 $288K 0 Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,388 $288K 0.17% -216 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,388 $288K 0.05% +13 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,381 $286K 0.02% -174 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,379 $286K 0.07% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,379 $286K 0.18% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,372 $286K 0.04% +205 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,375 $285K 0.01% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,374 $285K 0.26% -35 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,373 $285K 0.01% -428 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,368 $284K 0.02% -126 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,367 $283K 0.1% -148 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,366 $283K 0.07% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,360 $282K <0.01% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,358 $282K 0.02% +4 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,356 $281K 0.08% +178 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,356 $281K 0.05% +978 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,352 $280K 0.02% -566 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 1,347 $279K 0.01% -14 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,344 $279K 0.04% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,343 $278K 0.02% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,322 $274K 0.02% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,322 $274K 0.01% -61 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,281 $274K 0.03% +12 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,321 $274K 0.02% +285 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,320 $274K 0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,320 $274K 0.06% -527 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,320 $274K 0.04% -319 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,312 $272K 0.16% +38 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,311 $272K <0.01% +549 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,310 $272K 0.04% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,302 $270K 0.02% -347 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,302 $270K 0.06% -146 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 1,300 $270K 0.06% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,299 $269K 0.01% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,299 $269K 0.02% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,295 $269K 0.02% -25 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,243 $268K 0.03% -5 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,289 $268K 0.01% +26 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 1,287 $267K 0.13% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,287 $267K 0.03% +282 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,284 $266K 0.02% +9 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,275 $264K 0.02% -13 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,274 $264K 0.08% -29 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,272 $264K 0.04% +23 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,270 $263K 0.05% +8 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,270 $263K 0.01% -1 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,269 $263K 0.01% +55 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,261 $263K 0.01% -2,294 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,264 $262K 0.03% +176 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,261 $261K 0.02% +202 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,260 $261K 0.09% +234 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,259 $261K 0.11% -100 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,255 $260K 0.19% -27 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,254 $260K 0.05% -1,254 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,245 $260K 0.15% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,189 $259K 0.02% -1,319 13F-HR Timeline