CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,067 $279K <0.01% +68 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,065 $279K 0.03% -256 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,062 $279K 0.12% +24 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,064 $279K 0.06% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,060 $279K 0.05% +70 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 2,058 $278K 0.03% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,048 $277K 0.01% +393 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 2,042 $276K 0.08% new 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 2,040 $276K 0.02% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,030 $274K 0.13% -96 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,022 $273K 0.06% 0 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 2,010 $272K 0.97% 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,007 $271K 0.08% new 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 1,988 $271K <0.01% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,000 $270K 0.07% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,000 $270K 0.06% -100 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 2,000 $270K 0.05% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,998 $270K 0.07% -230 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,998 $270K 0.2% -2,364 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,992 $269K 0.07% +1,962 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,857 $268K 0.13% -311 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 1,980 $268K 0.03% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,977 $267K 0.11% -67 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,974 $267K 0.01% -1 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,966 $266K 0.16% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 1,964 $265K 0.05% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,954 $264K 0.02% +27 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 1,935 $262K 0.27% 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 1,929 $261K 0.23% 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,929 $261K 0.1% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,928 $261K 0.07% +264 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,920 $259K 0.05% +67 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,917 $259K 0.01% -122 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,914 $259K 0.01% +76 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,909 $258K 0.02% -44 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,908 $258K <0.01% +10 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 1,902 $257K 0.07% -550 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,901 $257K 0.02% +197 13F-HR/A Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,898 $256K 0.2% -26 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,889 $255K 0.05% +72 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,888 $255K 0.03% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,886 $255K 0.07% 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,883 $254K 0.03% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,870 $253K 0.01% -20 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,862 $252K <0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,860 $251K 0.04% 0 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,859 $251K 0.07% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,843 $249K 0.08% +9 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,839 $249K 0.13% -684 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 1,839 $248K 0.14% +24 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,838 $248K 0.01% -78 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,836 $248K 0.05% 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 1,827 $247K 0.02% new 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,827 $247K 0.1% 0 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 1,824 $246K 0.13% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,823 $246K 0.03% +43 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,818 $246K 0.04% -287 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,818 $246K 0.18% 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 1,815 $245K 0.16% +28 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 1,813 $245K 0.18% -10 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 1,812 $245K 0.11% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 1,807 $244K 0.04% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,805 $244K 0.17% -7 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,804 $244K 0.16% -221 13F-HR/A Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,803 $244K 0.11% -14 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,801 $243K 0.1% -103 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,800 $243K <0.01% new 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 1,795 $243K 0.08% +116 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 1,796 $243K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Range Advisory, LLC More: the full row for Range Advisory, LLC 1,788 $242K 0.06% 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,782 $241K <0.01% +52 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,770 $239K 0.01% +41 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,764 $239K 0.17% 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,764 $238K 0.04% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,763 $238K 0.21% -2,015 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,761 $238K <0.01% -74 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,732 $236K 0.38% +54 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,740 $235K 0.1% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,740 $235K 0.11% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,737 $235K 0.01% +496 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,690 $235K 0.02% -65 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,730 $234K 0.02% new 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 1,727 $233K 0.12% 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,720 $232K 0.04% 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,786 $232K 0.07% new 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 1,712 $231K 0.07% 0 13F-HR Timeline Handelsbanken Fonder AB More: the full row for Handelsbanken Fonder AB 1,710 $231K <0.01% new 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,709 $231K 0.04% new 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,702 $230K 0.05% 0 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 1,700 $230K 0.13% new 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,695 $229K 0.08% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,586 $229K 0.07% new 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,686 $228K 0.11% -547 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 1,672 $226K 0.1% -23 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,672 $226K 0.03% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,666 $225K 0.01% +129 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,665 $225K 0.04% -1,035 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,664 $225K 0.02% new 13F-HR/A Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,663 $225K <0.01% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,661 $224K 0.02% +19 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 1,654 $224K 0.08% +10 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,654 $224K 0.03% new 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,654 $223K 0.05% +30 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,633 $222K 0.16% 0 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 1,645 $222K 0.16% -15 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,638 $221K 0.06% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,636 $221K 0.04% +832 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,629 $220K 0.19% +6 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,613 $218K 0.08% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,611 $218K 0.13% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,606 $217K 0.05% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,605 $217K 0.08% +895 13F-HR Timeline Group Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 1,603 $217K 0.11% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,602 $217K 0.19% new 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 1,600 $216K 0.01% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,600 $216K 0.01% -281 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 1,600 $216K 0.21% 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 1,597 $216K 0.08% -665 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,596 $216K 0.67% -885 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,596 $216K 0.07% -845 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,595 $216K 0.02% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,592 $215K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,592 $215K 0.02% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,591 $215K 0.02% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,591 $215K 0.03% -1 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 1,589 $215K 0.02% new 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 1,590 $215K 0.14% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,588 $215K 0.06% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,579 $214K 0.01% new 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 1,580 $214K 0.09% -42 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,573 $213K 0.02% -2,876 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,569 $212K 0.01% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,567 $212K 0.19% -2,577 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 1,565 $211K 0.1% new 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 1,565 $211K 0.12% 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,563 $211K 0.03% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,559 $211K <0.01% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,557 $210K 0.01% 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,506 $210K 0.03% new 13F-HR/A Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,453 $209K 0.09% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,547 $209K <0.01% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,543 $209K 0.02% -94 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,536 $208K 0.05% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,531 $207K 0.11% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,529 $207K 0.03% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,528 $206K 0.14% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,522 $206K 0.13% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,520 $205K 0.02% -759 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,517 $205K 0.04% new 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,517 $205K 0.15% 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,502 $203K 0.06% new 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,500 $203K 0.01% new 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 1,497 $202K 0.04% 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,496 $202K 0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,493 $202K <0.01% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,492 $202K 0.03% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 1,488 $201K 0.08% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,481 $201K 0.04% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,483 $200K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,427 $193K 0.04% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,405 $190K 0.07% -2,115 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,400 $189K 0.11% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,393 $188K 0.13% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,387 $187K 0.06% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,382 $187K <0.01% -12 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,308 $177K 0.04% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,303 $176K 0.02% +536 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,258 $170K 0.16% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,244 $168K 0.01% +95 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,186 $166K 0.03% +12 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,200 $162K 0.02% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,200 $162K 0.14% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,197 $162K 0.04% +6 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,166 $158K <0.01% +405 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,118 $151K 0.11% -56 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 1,087 $147K 8.15% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,071 $145K 0.04% +1,067 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,053 $142K <0.01% +183 13F-HR Timeline Group CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 1,037 $140K 0.13% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,030 $139K 0.05% +14 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,031 $139K 0.07% +291 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,008 $136K 0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,000 $135K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 999 $135K 0.05% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 968 $132K 0.1% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 971 $131K 0.01% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 965 $130K <0.01% -47,001 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 961 $130K 0.09% -14 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 960 $130K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 940 $127K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 910 $123K 0.02% -185 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 881 $119K 0.06% -130 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 862 $116K 0.1% -1,080 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 850 $115K 0.08% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 825 $111K 0.04% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 824 $111K 0.01% +84 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 814 $110K 0.01% -44 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 811 $110K 0.01% +75 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 806 $109K 0.07% +713 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 800 $108K 0.01% 0 13F-HR Timeline