Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,500 $1.16M 0.36% -377 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,487 $1.16M 0.07% 0 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,479 $1.16M 0.12% +215 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,554 $1.15M 0.4% +113 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,467 $1.15M 0.06% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,467 $1.15M 0.4% +53 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,466 $1.15M 0.1% +1,699 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,463 $1.15M 0.13% -502 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,460 $1.15M 0.22% +580 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 3,453 $1.15M 0.95% -35 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,449 $1.15M 0.16% +316 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,433 $1.14M 0.66% +5 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,417 $1.14M 0.18% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,417 $1.13M 0.14% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,415 $1.13M 0.06% +1,691 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,404 $1.13M 0.13% -33 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,404 $1.13M 0.27% -98 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,396 $1.13M 0.15% -1 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,394 $1.13M 0.25% +313 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 3,390 $1.13M 0.37% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,384 $1.12M 0.17% -502 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,378 $1.12M 0.06% +2 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 3,375 $1.12M 0.47% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,367 $1.12M 0.86% +26 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,366 $1.12M 0.46% -98 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,357 $1.12M 0.27% +39 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,355 $1.11M 0.08% -3 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,333 $1.11M 0.05% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,324 $1.1M 0.08% +42 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,324 $1.1M 0.73% new 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. 3,320 $1.1M 0.02% +173 13F-HR Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 3,316 $1.1M 0.59% +520 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,298 $1.1M 0.01% +7 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,291 $1.09M 0.86% -1 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,285 $1.09M 0.16% +38 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,285 $1.09M 0.2% +525 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,267 $1.09M 0.11% -25 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,265 $1.08M 0.21% +480 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,260 $1.08M 0.61% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,260 $1.08M 0.01% -13,803 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,256 $1.08M 0.02% +59 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,252 $1.08M 0.25% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,250 $1.08M 0.07% +76 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,233 $1.07M 0.07% +585 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,227 $1.07M 0.1% +446 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,226 $1.07M 0.11% +1,526 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,222 $1.07M 0.07% +604 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,233 $1.07M 0.03% +956 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,199 $1.06M 0.32% +1,919 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,188 $1.06M 0.48% +1,840 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,186 $1.06M 0.18% +586 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,183 $1.06M 0.87% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,179 $1.06M 0.07% +470 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,137 $1.04M 0.03% -662 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 3,122 $1.04M 0.68% +1,339 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,107 $1.03M 0.06% +763 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,095 $1.03M 0.29% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,165 $1.02M 0.11% -286 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,068 $1.02M 0.09% -148 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,062 $1.02M 0.16% +776 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 3,050 $1.01M 0.44% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,049 $1.01M 0.1% -123 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,049 $1.01M 0.04% +22 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,035 $1.01M 0.03% +83 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,017 $1M 0.22% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,010 $1000K 0.46% +2 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,009 $999K 0.1% +375 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,004 $998K 0.05% -1 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,000 $996K 0.18% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 3,000 $996K 0.3% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,998 $996K 0.11% -14 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,995 $995K 0.2% -47 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,955 $982K 0.06% +48 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,953 $981K 0.68% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,952 $981K 0.14% -308 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,952 $980K 0.07% -183 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,949 $980K 0.08% -111 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,940 $977K 0.11% +418 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,933 $974K 0.16% -881 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,931 $974K 0.38% 0 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,922 $971K 0.1% +31 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,920 $970K 0.04% -635 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,910 $967K 0.14% +29 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,910 $967K 0.19% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,904 $965K 0.26% +4 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 2,900 $963K 1.55% +1,920 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,895 $962K 0.14% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,880 $957K 0.21% +60 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,866 $952K 0.07% +32 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,864 $951K 0.24% -73 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,859 $950K 0.3% -22 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,856 $949K 0.06% +70 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,852 $947K 0.25% +29 13F-HR Timeline Group Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,850 $947K 0.43% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,849 $946K 0.29% +77 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 2,845 $945K 0.65% +57 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,817 $936K 0.39% +9 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,593 $935K 0.55% -478 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,807 $932K 0.66% -24 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,807 $932K 0.04% +1,797 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,804 $931K 1.21% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,802 $931K 0.1% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,802 $931K 0.08% +40 13F-HR Timeline Group Kearns & Associates LLC More: the full row for Kearns & Associates LLC 2,800 $930K 0.49% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 2,800 $930K 0.51% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,800 $930K 0.22% -19 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,793 $928K 0.04% -151 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,792 $927K 0.11% +90 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,791 $927K 0.7% -4 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,789 $926K 0.22% +26 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,781 $924K 0.29% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,780 $923K 0.05% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,852 $920K 0.07% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,765 $918K 0.03% +663 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,751 $914K 0.35% +619 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,750 $913K 0.1% -1 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,745 $912K 0.28% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,742 $911K 0.28% 0 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,742 $911K 0.12% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,739 $910K 0.06% +1,293 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,738 $909K 0.04% +1,390 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,733 $908K 0.43% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,371 $907K 0.11% -396 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,729 $907K 0.2% +1,912 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 2,725 $905K 0.07% new 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,715 $902K 0.58% -1,230 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,710 $900K 0.11% -38 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,704 $898K 0.12% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,696 $896K 0.24% -560 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,688 $893K 0.2% +689 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 2,687 $892K 0.29% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,680 $890K 0.1% -641 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,679 $890K 0.62% -140 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,676 $889K 0.13% +270 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,675 $889K 0.02% 0 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,667 $886K 0.28% +497 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,664 $885K 0.11% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,659 $883K 0.05% -53 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,651 $881K 0.24% -165 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,649 $880K 0.12% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,646 $879K 0.19% 0 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 2,645 $879K 0.53% +845 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 2,658 $877K 0.36% +14 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,638 $876K 0.07% +10 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,665 $876K 0.07% +745 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,635 $871K 0.24% +16 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,621 $871K 0.17% +23 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,616 $869K 0.42% -40 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 2,600 $864K 0.2% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,599 $863K 0.4% +3 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 2,596 $862K 0.67% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,591 $861K 0.14% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,589 $860K 0.37% +89 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,580 $857K 0.13% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,561 $851K 0.85% -68 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,484 $848K 0.17% +46 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,538 $843K 0.02% -287 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,331 $843K 0.35% +94 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 2,521 $837K 0.21% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,520 $837K 0.03% +264 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,515 $835K 0.12% -32 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 2,580 $834K 0.4% +7 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,508 $833K 0.45% -300 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,506 $832K 0.35% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,496 $829K 0.05% -74 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,495 $829K 0.37% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,484 $825K 0.55% -75 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,483 $825K 0.18% +4 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,483 $825K 0.11% -113 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,479 $823K 0.17% +7 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,475 $822K 0.07% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,464 $818K 0.12% -44 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 2,460 $817K 0.66% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,460 $817K 0.07% -4,281 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 2,447 $813K 0.07% -146 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,447 $813K 0.23% -153 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,466 $810K 0.13% +80 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,436 $809K 0.24% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,430 $807K 0.51% +43 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,424 $805K 0.12% -286 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,414 $802K 0.16% +88 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,413 $802K 0.22% -20 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,404 $799K 0.02% -229 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,400 $797K 0.14% +1 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 2,400 $797K 0.01% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,400 $797K 0.45% 0 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 2,400 $797K 0.38% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,399 $797K 0.35% +2 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,398 $797K 0.09% +50 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,398 $797K 0.44% +186 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,397 $796K 0.03% -343 13F-HR Timeline Group PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,397 $796K 0.33% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,387 $793K 0.2% +7 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,382 $791K 0.13% +150 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 2,382 $791K 2.22% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,378 $790K 0.43% +187 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,377 $790K 0.14% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,375 $789K 0.18% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,363 $785K 0.04% +232 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,363 $785K 0.18% +24 13F-HR Timeline