Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 3,257 $849K 0.27% -320 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,255 $848K 0.05% -150 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,250 $847K 0.43% +125 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 3,250 $847K 0.74% 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,249 $847K 0.16% +49 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,247 $846K 0.13% -219 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,246 $846K 0.24% +1,378 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,242 $845K 0.04% -685 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,239 $844K 0.52% -137 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,225 $841K 0.17% -121 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,222 $840K 0.38% +685 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 3,219 $839K 0.39% -19 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,197 $835K 0.37% +12 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,190 $831K 0.25% -187 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,189 $831K 0.26% +81 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,187 $831K 0.44% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,169 $826K 0.35% -1,015 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,166 $825K 0.07% -103 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,165 $825K 0.3% -40 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,165 $825K 0.4% +1 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 3,065 $824K 0.32% +147 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,158 $823K 0.14% -15 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 3,150 $821K 0.67% 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 3,149 $821K 0.69% 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,147 $820K 0.79% 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,143 $819K 0.06% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,141 $819K 0.22% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,123 $814K 0.04% -104 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,122 $814K 0.01% +1,448 13F-HR Timeline Group Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 3,122 $814K 0.26% -11 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,117 $812K 0.19% +185 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 3,108 $810K 0.43% -22 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,103 $809K 0.31% +143 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,100 $808K 0.14% 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 3,095 $807K 0.38% -2 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,094 $806K 0.15% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,090 $805K 0.24% -850 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,086 $804K 0.34% new 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 3,068 $802K +21 Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,078 $802K 0.26% -167 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,073 $801K 0.57% -10 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,072 $801K 0.17% +277 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,049 $795K 0.07% -62 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,042 $793K 0.2% -533 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,810 $791K 0.45% -3,212 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,030 $790K 0.06% -417 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,029 $790K 0.03% +224 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,023 $788K 0.06% +287 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 3,016 $788K 0.33% -584 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,012 $785K 0.05% +65 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,011 $785K 0.03% -3 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,008 $784K 0.41% +325 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,008 $784K 0.12% -94 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,003 $783K 0.09% -1,072 13F-HR Timeline Rhenman & Partners Asset Management AB More: the full row for Rhenman & Partners Asset Management AB 3,000 $782K 0.08% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,997 $781K 0.14% +679 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,995 $781K 0.05% -152 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,992 $780K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,988 $779K 0.04% +116 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,980 $777K -90 Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,978 $776K 0.57% -1,203 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,978 $776K 0.3% +88 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,977 $776K 0.15% +15 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 2,975 $775K 0.09% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,961 $772K 0.18% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,960 $771K 0.12% +1,550 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,955 $770K 0.24% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,954 $770K 0.04% +818 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,952 $769K 0.25% 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,950 $769K 0.63% 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,949 $769K 0.01% +19 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 2,936 $765K 0.33% -66 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 2,925 $762K 0.14% -145 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,925 $762K 0.67% +1,317 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,923 $762K 0.53% -213 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,922 $762K 0.15% -199 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 2,910 $758K 0.75% 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,909 $758K 0.38% +57 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,834 $757K 0.27% +226 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,899 $756K 0.08% -144 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 2,890 $753K 0.24% -456 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,888 $753K 0.14% +13 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,584 $752K 0.09% +92 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,887 $752K 0.06% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,876 $750K 0.42% 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,854 $744K 0.07% +473 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,853 $744K 0.46% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,849 $743K 0.06% +2,096 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,824 $741K 0.14% +99 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 2,842 $741K 0.19% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,826 $737K 0.06% -61 13F-HR/A Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,821 $735K 0.03% -69 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,820 $735K 0.15% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,821 $735K 0.28% 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,809 $732K 0.44% +10 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 2,800 $730K 0.31% new 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,800 $730K 0.21% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,799 $730K 0.04% -129 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,793 $728K 0.13% -83 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,790 $727K 0.16% -5,525 13F-HR/A Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,772 $727K 0.73% -328 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,781 $725K 0.02% -1,088 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,781 $725K 0.12% -243 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,780 $725K 0.1% +682 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,779 $724K 0.17% -98 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 2,772 $722K 0.26% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,768 $721K 0.61% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,764 $720K 0.07% +1,993 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,760 $719K 0.06% -1,712 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 2,759 $719K 0.52% -69 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 2,753 $718K 0.12% -200 13F-HR/A Timeline DDFG, Inc More: the full row for DDFG, Inc 2,752 $717K 0.21% -1,023 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,750 $717K 0.1% +93 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,746 $716K 0.41% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,744 $715K 0.2% +493 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,739 $714K 0.04% -580 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,739 $714K 0.15% -87 13F-HR/A Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,735 $713K 0.13% -37 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,733 $713K 0.08% +43 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,726 $711K 0.23% +450 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,725 $710K 0.21% +3 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,725 $710K 0.18% +62 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,723 $710K 0.24% +1 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,719 $709K 0.25% +9 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,702 $704K 0.25% +118 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,696 $703K 0.03% -4,095 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,693 $702K 0.13% -10,783 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,688 $701K 0.13% -44 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,519 $700K 0.05% +87 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,679 $698K 0.3% -5 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 2,677 $698K 0.08% -59 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,668 $695K 0.25% +24 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 2,661 $695K 0.1% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,647 $694K 0.01% 13F-HR/A Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,663 $694K 0.22% +163 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 2,655 $692K 0.41% +1,059 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,651 $691K 0.19% -31 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,650 $691K 0.1% +38 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,648 $690K 0.19% -371 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,625 $684K 0.27% +76 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,621 $683K 0.47% 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,619 $683K 0.27% +324 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,616 $682K 0.08% +92 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,613 $681K 0.14% -29 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 2,612 $681K 0.07% +21 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 2,612 $681K 0.16% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,609 $680K 0.12% -202 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,606 $679K 0.07% -2 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,604 $679K 0.15% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,601 $678K 0.01% -56,631 13F-HR Timeline Group NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,594 $676K 0.22% -6,246 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,593 $676K 0.47% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,593 $676K 0.18% +1,501 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,584 $673K 0.31% +106 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,580 $672K 0.17% -15 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,578 $672K 0.17% +68 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 2,586 $671K 0.4% -38 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,567 $669K 0.23% -15 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,562 $668K 0.44% +93 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,554 $666K 0.06% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,546 $664K 0.09% -42 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,545 $663K 0.11% +62 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 2,538 $662K 0.2% -60 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,393 $659K 0.18% 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,511 $654K 0.04% -173 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,509 $654K 0.06% +1,008 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,502 $652K 0.42% 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,502 $652K 0.49% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,500 $652K 0.01% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,498 $651K 0.34% +13 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,480 $646K 0.16% -91 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 2,479 $646K 0.34% +6 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 2,477 $646K 0.44% +2 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,472 $644K 0.24% +43 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,230 $644K 0.13% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,465 $643K 0.05% -190 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,460 $641K 0.02% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,460 $641K 0.11% new 13F-HR/A Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,459 $641K 0.24% +211 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,458 $641K 0.04% -284 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,453 $639K 0.04% +183 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,438 $635K 0.19% -12 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,437 $635K 0.29% +8 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,438 $635K 0.05% -282 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 2,435 $635K 0.61% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,427 $633K 0.02% +717 13F-HR/A Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,425 $632K 0.21% +95 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,423 $632K 0.14% -34 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,420 $631K 0.73% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,417 $630K 0.06% -28 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 2,416 $630K 0.13% -56 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,133 $629K 0.32% -535 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,410 $628K 0.03% -21 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,404 $627K 0.01% +278 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,403 $626K 0.18% 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,400 $625K 0.08% +41 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,386 $622K 0.01% -1,296 13F-HR/A Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,382 $621K 0.04% -405 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,380 $620K 0.29% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,377 $620K 0.08% 0 13F-HR Timeline