SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,368 $299K 0.02% -336 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 2,358 $298K 0.26% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,356 $298K 0.14% +499 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,301 $297K 0.15% -427 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,352 $297K 0.01% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,344 $296K 0.06% +508 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,342 $296K 0.09% -231 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,332 $295K 0.05% -1,261 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,322 $293K 0.01% +940 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,320 $293K 0.02% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,301 $291K 0.04% +413 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,300 $291K 0.02% -381 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,282 $288K 0.03% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 2,281 $288K 0.33% +346 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,273 $288K 0.28% -580 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,278 $288K 0.02% +2 13F-HR/A Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,267 $286K 0.1% -142 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,265 $286K 0.21% -281 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,256 $285K 0.02% -600 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,242 $283K 0.24% -256 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,238 $283K 0.2% -407 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,231 $282K <0.01% -30 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,220 $280K 0.07% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,220 $280K 0.23% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,212 $279K 0.04% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,878 $279K 0.04% -11 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,210 $279K 0.09% -310 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,207 $279K 0.42% -500 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,206 $279K <0.01% +139 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,206 $279K 0.02% new 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 2,206 $279K 0.13% new 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 2,204 $278K 0.07% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,200 $278K 0.01% +362 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,200 $278K 0.14% +1,350 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,189 $277K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,173 $275K 0.01% -183 13F-HR Timeline Group Diametric Capital, LP More: the full row for Diametric Capital, LP 2,171 $274K 0.07% -2,387 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,164 $274K 0.04% +14 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 2,165 $273K 0.13% +4 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,162 $273K 0.04% new 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 2,153 $272K 0.09% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,141 $270K 0.12% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,128 $269K 0.01% -169 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,129 $269K 0.05% -14 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,122 $269K 0.09% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,252 $268K 0.01% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 2,119 $268K 0.07% -4 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,118 $268K 0.02% -161 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,107 $266K 0.03% +42 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,100 $265K 0.03% -900 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,094 $265K 0.07% -366 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,094 $265K 0.01% +224 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,092 $264K <0.01% +230 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,088 $264K 0.04% +28 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,078 $263K 0.01% +341 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,080 $263K 0.09% -19,124 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,080 $263K 0.05% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,076 $262K 0.07% +190 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 2,069 $261K 0.26% +1 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,067 $261K 0.11% +5 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,065 $261K 0.01% +17 13F-HR Timeline Group StoryOne LLC More: the full row for StoryOne LLC 0 $261K 0.15% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,056 $260K 0.06% new 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 2,058 $260K 0.03% 0 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,058 $260K 0.13% new 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,042 $258K 0.07% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 2,040 $258K 0.02% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,040 $258K 0.03% +350 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,039 $258K 0.17% -2,962 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,039 $258K 0.07% +32 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 2,036 $257K 0.19% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,034 $257K 0.06% +12 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,030 $257K 0.12% +44 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,029 $256K 0.01% +460 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,022 $255K 0.05% +102 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,021 $255K 0.05% -2,433 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 2,013 $254K 0.59% +3 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,805 $254K 0.01% +35 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,005 $253K 0.07% +7 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,000 $253K 0.06% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,000 $253K 0.06% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,000 $253K 0.04% -2,000 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 2,000 $253K 0.05% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 2,000 $253K 0.09% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 2,000 $253K 0.17% +600 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 2,000 $253K 0.03% -4,758 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,997 $252K 0.03% new 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 1,996 $252K 2.35% -240 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,989 $251K 0.02% -1,549 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,980 $250K <0.01% +72 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,979 $250K 0.02% new 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,941 $245K 0.03% -179 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,940 $245K 0.19% -833 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,939 $245K 0.02% +695 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,929 $244K 0.09% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,916 $242K 0.03% +93 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 1,913 $242K 0.05% -51 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,907 $241K <0.01% +125 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,900 $240K 0.04% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,898 $240K 0.19% 0 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 1,895 $239K 0.09% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,580 $239K 0.02% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,880 $238K 0.01% +214 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 1,878 $237K 0.13% +82 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 1,988 $237K <0.01% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,873 $237K 0.17% -55 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,870 $236K 0.02% -39 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,867 $236K 0.01% -87 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,866 $236K 0.03% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,861 $235K 0.05% +364 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,859 $235K 0.07% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,858 $235K 0.11% -1,442 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,853 $234K 0.04% -1,609 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,851 $234K 0.1% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,848 $234K 0.03% -35 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,843 $233K 0.07% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 1,837 $232K 0.04% +30 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 1,832 $231K <0.01% -761 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,829 $231K 0.01% -690 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,828 $231K 0.02% new 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 1,821 $230K 0.15% -18 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,815 $229K 0.84% new 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 1,812 $229K 0.11% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,808 $228K 0.03% new 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,805 $228K 0.16% 0 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 1,803 $228K 0.02% -24 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,800 $227K <0.01% 0 13F-HR Timeline Group Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,796 $227K 0.17% +32 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,794 $227K 0.08% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,797 $227K 0.03% +125 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,788 $226K 0.03% +259 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,780 $225K 0.06% -212 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,780 $225K 0.17% 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,275 $225K 0.13% -543 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,776 $224K 0.11% -201 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,769 $223K 0.02% +108 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,633 $223K 0.14% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,766 $223K 0.1% -35 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,763 $223K 0.07% +125 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,739 $223K 0.28% +7 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,762 $223K 0.11% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,758 $222K 0.02% -1,474 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,864 $222K 0.03% +358 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 1,757 $222K 0.36% -58 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,990 $222K 0.07% -861 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,750 $221K <0.01% +87 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,740 $220K 0.1% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,737 $219K 0.01% +7 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,736 $219K 0.07% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,733 $219K 0.02% +141 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,730 $219K 0.17% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,729 $218K 0.04% -518 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,729 $218K <0.01% -32 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,724 $218K 0.04% 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 $216K 0.06% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,711 $216K 0.09% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,707 $216K 0.02% new 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,707 $216K 0.04% -2 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,707 $216K 0.06% +119 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,702 $215K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,697 $214K 0.03% +394 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 1,697 $214K 0.11% -333 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,691 $214K 0.03% new 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,689 $213K 0.1% +3 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,684 $213K 0.04% new 13F-HR/A Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,678 $212K 0.12% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,677 $212K 0.04% new 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,669 $211K 0.17% +40 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 1,664 $211K 0.07% +10 13F-HR Timeline Laurus Global Equity Management Inc. More: the full row for Laurus Global Equity Management Inc. 1,655 $209K 0.2% -925 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,654 $209K 0.03% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,654 $209K 0.08% 13F-HR/A Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,653 $209K 0.03% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,644 $208K 0.07% 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,636 $207K 0.02% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,633 $206K 0.06% +27 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,631 $206K 0.63% -596 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,629 $206K 0.04% -25 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 1,627 $206K 0.16% new 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 1,622 $205K 0.06% -50 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,622 $205K 0.04% -80 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,622 $205K 0.18% -728 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,620 $205K 0.01% +28 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,619 $205K 0.07% +6 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,369 $203K 0.01% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,603 $203K 0.1% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,601 $202K 0.16% -1 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 1,600 $202K 0.14% -45 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 1,600 $202K 0.01% 0 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 1,600 $202K 0.18% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,599 $202K 0.02% +4 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,592 $202K 0.04% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,591 $201K 0.02% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,591 $201K 0.08% -149 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 1,589 $201K 0.02% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,589 $201K 0.03% +26 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 1,586 $200K 0.15% -488 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,585 $200K 0.02% new 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 1,585 $200K 0.01% +12 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,582 $200K 0.05% -4 13F-HR Timeline