Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,285 $812K 0.02% -1,249 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,270 $808K 0.05% -4,069 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,834 $802K 0.11% -199 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,223 $796K 0.28% -153 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,221 $796K 0.01% +15 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,220 $795K +718 Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,215 $794K 0.02% -838 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,210 $793K 0.13% -68 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 3,209 $793K 0.24% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,204 $791K 0.03% -83 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 3,187 $787K 0.21% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,156 $780K 0.05% +75 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,124 $772K 0.14% -3,117 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,120 $771K 0.06% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 3,115 $769K 0.47% +80 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,113 $769K 0.02% -144 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,111 $768K 0.28% -6 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,103 $767K 0.09% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,085 $762K 0.02% -355 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,083 $762K 0.48% -230 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,075 $760K 0.16% +250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,074 $759K 0.03% -895 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 3,062 $756K 0.15% -120 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,052 $754K 0.01% +30 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,042 $754K 0.03% +560 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,046 $752K 0.04% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,033 $749K 0.32% +138 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,011 $744K 0.14% +302 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,005 $742K 0.01% -160 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 3,002 $742K 0.37% +403 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,993 $739K 0.2% +2,652 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,990 $739K 0.08% -156 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,976 $735K 0.03% -19 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,958 $731K 0.01% -918 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,955 $730K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,938 $726K 0.09% -196 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,925 $723K 0.04% -3,058 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,917 $721K 0.21% +134 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,891 $714K 0.04% -1,749 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,759 $713K 0.11% +1,378 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,842 $702K 0.24% -71 13F-HR/A Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 2,841 $702K 0.19% -1,528 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 2,699 $701K -435 Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,837 $701K 0.02% +3 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,828 $699K 0.27% +1,285 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,827 $698K 0.04% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,822 $697K 0.06% -493 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 2,792 $695K 0.01% -1,819 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,794 $690K 0.08% new 13F-HR/A Timeline Group Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,788 $689K 0.12% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,787 $688K 0.03% +36 13F-HR Timeline Group WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 2,500 $682K 0.28% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,757 $681K 0.19% -926 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,735 $676K 0.08% -105 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,720 $672K 0.17% -42 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,713 $670K 0.06% +208 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,709 $669K 0.1% -790 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,695 $666K 0.06% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,694 $665K 0.03% -100 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,693 $665K 0.05% -120 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,685 $663K 0.02% -440 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,680 $662K 0.15% -128 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,678 $662K 0.27% -55 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,676 $661K 0.03% -199 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,674 $661K 0.03% -283 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,670 $660K 0.01% -35 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,656 $656K 0.16% +50 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,646 $654K 0.06% +10 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,630 $650K 0.19% -80 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 2,623 $648K 0.53% 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,365 $645K 0.39% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,610 $645K 0.1% -14 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,608 $644K 0.15% -313 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,605 $643K 0.29% +124 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,603 $643K 0.03% -190 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,584 $638K 0.01% +792 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,579 $637K 0.01% -17 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,577 $637K 0.18% +1,568 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,568 $634K 0.05% -34 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,406 $630K 0.06% +2 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,550 $630K 0.15% +60 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,545 $629K 0.02% +11 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,533 $626K 0.01% +1,275 13F-HR/A Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,523 $623K 0.02% +20 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,521 $623K 0.02% -19 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,500 $618K 0.12% -115 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,487 $614K 0.01% +96 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,484 $614K 0.02% +65 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,482 $613K 0.03% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,462 $608K 0.03% -22 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,459 $607K 0.19% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,435 $601K 0.05% +187 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,435 $601K 0.03% -184 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,428 $600K 0.01% -113 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,427 $600K 0.13% +799 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,422 $598K 0.05% -681 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,394 $591K 0.01% -669 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,389 $590K 0.02% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,390 $590K 0.02% +16 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,386 $589K 0.01% -106 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,386 $589K 0.02% -797 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,386 $589K 0.48% -17 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,382 $588K 0.04% +89 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,377 $587K 0.02% -16 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,353 $581K 0.82% +146 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,348 $580K 0.06% -50 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,341 $578K 0.22% -874 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,338 $577K 0.01% -1,027 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,329 $575K 0.03% +1,135 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,325 $574K 0.24% -50 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,324 $574K 0.02% -101 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,323 $574K 0.04% +259 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,312 $571K 0.01% +85 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,312 $571K 0.01% -583 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,312 $571K 0.05% -42 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,308 $570K 0.4% -177 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,302 $569K 0.02% +5 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,295 $567K 0.35% 0 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 2,282 $564K 0.54% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,279 $563K 0.03% -8,303 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,275 $562K 0.4% -209 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,268 $560K 0.05% -932 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,257 $558K 0.02% +356 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,257 $558K 0.02% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,250 $556K 0.01% +8 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,246 $555K 0.19% +1,218 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,241 $554K 0.02% +664 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,240 $553K 0.37% -140 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,237 $553K <0.01% -274 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,224 $549K 0.05% -1,409 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,219 $548K 0.06% -38 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,195 $546K 0.01% -5,091 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,209 $546K 0.25% -8 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,193 $542K 0.01% +25 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,193 $542K +37 Timeline Benin Management CORP More: the full row for Benin Management CORP 2,183 $539K 0.12% +950 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2,168 $536K 0.27% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,166 $535K 0.01% -52 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,166 $535K 0.34% -6 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,150 $531K 0.14% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,136 $528K 0.01% -145 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,135 $527K 0.07% -2 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,130 $526K 0.01% -13,316 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,122 $524K 0.08% -70 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,112 $522K 0.19% -64 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,098 $518K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,098 $518K 0.15% -171 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 2,097 $518K 0.25% -296 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,090 $516K 0.01% -207 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,084 $515K 0.17% -163 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,078 $513K 0.01% -292 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 2,077 $513K 0.09% -725 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,072 $512K 0.05% -348 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 2,062 $509K 0.13% 0 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 2,054 $507K 0.4% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,039 $504K 0.04% +7 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,030 $501K 0.02% -539 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,020 $499K 0.03% +1 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,013 $497K 0.02% -156 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 2,005 $495K 0.26% new 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,000 $494K 0.36% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,000 $494K 0.31% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,000 $494K 0.37% -10 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,983 $490K 0.03% -346 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,981 $489K 0.06% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,971 $487K 0.01% +95 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,971 $487K 0.43% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,970 $487K 0.09% -1,445 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,970 $487K 0.28% -22 13F-HR Timeline ANB BANK More: the full row for ANB BANK 1,966 $486K 0.19% -120 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,956 $483K 0.04% -90 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,949 $481K 0.06% -65 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,943 $480K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,934 $478K 0.05% -66 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,933 $478K 0.01% -992 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,915 $473K 0.07% -59 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 1,915 $473K 0.18% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,912 $472K 0.09% -47 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,908 $471K 0.11% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,903 $470K 0.39% -188 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,669 $469K 0.05% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,884 $465K 0.02% +388 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,877 $464K 0.05% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,875 $463K 0.21% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,866 $461K 0.06% -7 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,859 $459K 0.02% -1,845 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,850 $457K 0.03% -25 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,847 $456K 0.2% -985 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,838 $454K 0.33% -131 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,838 $454K 0.1% -23 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 1,830 $452K 0.1% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,821 $450K 0.07% -80 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,815 $448K 0.06% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,810 $447K 0.09% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,804 $446K 0.21% +105 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,800 $445K 0.12% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,800 $445K 0.08% -1,400 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,797 $444K 0.1% -181 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,786 $441K 0.05% -340 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,786 $441K 0.03% -37 13F-HR Timeline