Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 2,306 $811K 0.05% -52 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,302 $810K 0.31% 13F-HR/A Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,300 $809K 0.16% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,300 $809K 0.02% +177 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,299 $809K 0.23% +68 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,295 $807K 0.37% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,290 $806K 0.15% -793 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 2,287 $805K 0.27% +70 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,286 $804K 0.09% +112 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,283 $803K 0.04% +277 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,282 $803K 0.01% -49,080 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,279 $802K 0.11% +16 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 2,272 $800K 0.49% -55 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,272 $799K 0.12% -84 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 2,270 $799K 0.2% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,270 $799K 0.41% +1,343 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,262 $796K 0.25% -241 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,551 $795K 0.26% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,256 $794K 0.36% +20 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,253 $793K 0.01% +122 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 2,250 $792K 0.08% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,250 $792K 0.02% +364 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,247 $791K 0.02% -331 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,244 $790K 0.27% +239 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,244 $790K 0.11% -1,410 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,238 $788K 0.19% +385 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 2,236 $787K 0.36% 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,234 $786K 0.16% -333 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 2,251 $786K 0.15% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,229 $784K 0.1% +413 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,225 $783K 0.23% +328 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,224 $783K 0.12% +48 13F-HR Timeline First Command Advisory Services, Inc. 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More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,196 $773K 0.27% -47 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,194 $772K 0.11% -1,080 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 2,192 $771K +736 Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,186 $769K 0.01% +5 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,166 $762K 0.45% +51 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,166 $762K 0.17% +4 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,164 $761K 0.66% +185 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,162 $761K 0.04% -445 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,158 $759K 0.53% +25 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,156 $759K 0.04% -138 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,156 $759K 0.19% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,152 $757K 0.04% +262 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 2,150 $756K 0.6% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,146 $755K 0.32% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 2,146 $755K 0.45% -150 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,143 $754K 0.05% +13 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,133 $754K 0.04% -545 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,140 $753K 0.33% -7 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,128 $749K 0.13% +85 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,125 $748K 0.1% -6,675 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,124 $747K 0.16% -52 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,122 $747K 0.48% +275 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,116 $745K 0.21% -23 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,114 $744K 0.1% +4 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,112 $743K 0.07% +136 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,111 $743K 0.18% -14 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 2,111 $743K 0.5% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,110 $742K 0.27% 0 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 2,110 $742K 0.03% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,108 $742K 0.02% -122 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,107 $741K 0.51% -32 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,104 $741K 0.25% -152 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,101 $739K 0.18% +81 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,100 $739K 0.1% -25 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,256 $738K 0.07% 0 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,097 $738K 0.04% +71 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,092 $736K 0.05% -14 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,083 $736K 0.67% +1 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,089 $735K 0.12% -107 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,087 $734K 0.4% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,086 $734K 0.13% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,085 $734K 0.12% -5 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,081 $732K 0.09% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,081 $732K 0.19% -50 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,079 $732K 0.08% +4 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,075 $730K 0.05% -208 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,074 $730K 0.11% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,066 $727K 0.01% +523 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 2,066 $727K 0.26% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,065 $727K 0.22% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,064 $726K 0.28% +74 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,063 $726K 0.23% +376 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,060 $725K 0.03% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,057 $724K 0.18% +4 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,057 $724K 0.08% +121 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,053 $722K 0.25% -10 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,136 $722K 0.05% -52 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,052 $722K 0.05% +451 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,049 $721K 0.33% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,047 $720K 0.01% -97 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,042 $719K 0.06% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,039 $717K 0.1% +29 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,035 $716K 0.08% +856 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,035 $716K 0.66% -4 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,031 $715K 0.05% +83 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 2,027 $713K 0.42% 0 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,026 $713K 0.21% +10 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 2,024 $712K 0.24% +10 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,024 $712K 0.14% -55 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,023 $712K 0.09% +11 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,015 $709K 0.23% -76 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,014 $709K 0.09% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,013 $708K 0.07% +61 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,012 $708K 0.19% -36 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 2,008 $707K 0.62% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 2,008 $707K 0.19% -17 13F-HR Timeline Group Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 2,005 $705K 0.5% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 2,004 $705K 0.24% -18 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,003 $705K 0.57% -405 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,987 $699K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,981 $697K 0.11% -115 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,976 $695K 0.11% +30 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,967 $692K 0.04% -38 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,964 $691K 0.04% -639 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,961 $690K 0.2% +9 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 1,960 $690K 0.2% +1,095 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,958 $689K 0.24% -282 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 2,090 $688K 0.4% -96 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,954 $688K 0.13% -50 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,952 $687K 0.1% +20 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,951 $686K 0.61% +617 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,951 $686K 0.28% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,945 $684K 0.31% +188 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,943 $684K 0.61% +28 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 1,943 $684K 0.25% -292 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,937 $681K 0.14% -380 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,935 $681K 0.23% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,935 $681K 0.07% +60 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,933 $680K 0.01% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,933 $680K 0.14% +104 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,931 $680K 0.05% +46 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 1,930 $679K 0.11% -354 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,927 $678K 0.07% 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,927 $678K 0.16% -1,168 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,927 $678K 0.23% -335 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,920 $676K 0.04% +66 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,929 $675K 0.19% +43 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,914 $672K 0.07% -62 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,910 $672K 0.05% -1 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,910 $672K 0.49% -90 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,902 $669K 0.23% +77 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,902 $669K 0.34% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,900 $669K 0.01% -13,485 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,898 $668K 0.26% +49 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,897 $667K 0.08% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,897 $667K 0.03% +3 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,894 $667K 0.44% -359 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,892 $666K 0.21% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,887 $664K 0.05% +40 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,886 $664K 0.1% +364 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 1,882 $662K 0.29% -203 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,881 $662K 0.3% +268 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,880 $661K 0.13% -1 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,879 $661K 0.01% new 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 1,870 $658K +942 Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,870 $658K 0.05% -26 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,868 $657K 0.2% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,863 $656K 0.05% +36 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,862 $655K 0.12% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 1,860 $654K 0.47% +50 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,850 $651K 0.59% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,849 $651K 0.06% +10 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,847 $650K 0.25% -1 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,825 $649K 0.05% +63 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 1,842 $648K 0.65% -40 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,839 $647K 0.03% +56 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,836 $646K 0.09% -22 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,830 $644K 0.04% -20 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,830 $644K 0.12% +20 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,828 $643K 0.03% -284 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,827 $643K 0.18% +496 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,823 $641K 0.22% -63 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,818 $640K 0.05% 0 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,812 $638K 0.37% +72 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,808 $636K 0.07% -19 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,803 $634K 0.22% -561 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,800 $633K 0.04% -25 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,800 $633K 0.19% 0 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 1,800 $633K 0.58% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 1,791 $630K 0.11% -208 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,788 $629K 0.01% new 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,787 $629K 0.25% -15 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,782 $627K 0.26% -370 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 1,780 $626K 0.17% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,779 $626K 0.11% +44 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,778 $626K 0.15% +10 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,778 $626K 0.22% -17 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,769 $622K 0.15% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,768 $622K 0.61% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,768 $622K 0.33% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,760 $619K 0.03% -61 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,760 $619K 0.03% -24,041 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,755 $617K 0.01% -13,279 13F-HR Timeline