L & S Advisors Inc More: the full row for L & S Advisors Inc 1,229 $258K 0.03% -6,919 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 1,229 $258K 0.05% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,228 $257K 0.07% new 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 1,227 $257K 0.19% 0 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,226 $257K 0.04% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,225 $257K 0.02% 0 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 1,221 $256K 0.09% -106 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,219 $255K 0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,215 $255K 0.04% +59 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,214 $254K 0.02% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,213 $254K 0.05% new 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 1,211 $254K 0.19% +6 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,208 $253K 0.03% +34 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,207 $253K 0.02% +29 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,206 $253K 0.05% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,201 $252K 0.03% +52 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,201 $252K 0.05% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,201 $252K 0.03% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,200 $251K 0.08% -5 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,200 $251K 0.03% 0 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 1,200 $251K 0.08% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,199 $251K 0.1% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,197 $251K 0.03% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,196 $251K 0.09% -63 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,196 $251K 0.01% -169 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,194 $250K 0.17% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,770 $250K 0.03% new 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,198 $250K 0.01% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,193 $250K 0.08% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,193 $250K 0.01% 0 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 1,191 $250K 0.14% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,191 $250K 0.05% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,190 $249K 0.04% +672 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,086 $249K 0.06% -157 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 1,187 $249K <0.01% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,180 $247K 0.07% -198 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,177 $247K 0.01% -73 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,176 $246K 0.19% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,148 $246K <0.01% +1,148 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,171 $245K 0.03% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,170 $245K 0.07% new 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,167 $245K 0.1% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,167 $245K 0.04% -16 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,165 $244K 0.09% new 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 1,164 $244K 0.02% -21,465 13F-HR Timeline Group STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 1,161 $243K 0.21% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,160 $243K 0.12% -133 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,160 $243K 0.06% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,159 $243K 0.02% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,158 $243K 0.06% new 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,157 $242K 0.14% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,155 $242K 0.16% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,154 $242K 0.01% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,151 $241K 0.01% new 13F-HR Timeline Group FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 1,150 $241K 0.05% -94 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,148 $241K 0.2% -64 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,146 $240K 0.14% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,146 $240K 0.13% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,144 $240K 0.16% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,144 $240K <0.01% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,142 $239K 0.08% new 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 1,139 $239K 0.08% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,139 $239K 0.11% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,051 $239K 0.08% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,137 $238K 0.1% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,136 $238K 0.08% new 13F-HR/A Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,136 $238K 0.11% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,134 $238K 0.08% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,134 $238K 0.09% -50 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,128 $236K 0.14% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,127 $236K 0.06% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,124 $236K 0.03% -333 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,123 $235K 0.01% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,123 $235K 0.02% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,122 $235K 0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,123 $235K 0.03% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 1,121 $235K 0.06% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,118 $234K 0.03% new 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,030 $234K 0.03% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,110 $233K 0.05% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,109 $232K 0.03% new 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 1,107 $232K 0.14% -749 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,106 $232K 0.01% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,105 $232K 0.01% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,105 $232K 0.17% new 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 1,103 $231K 0.06% new 13F-HR/A Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 1,101 $231K 0.06% new 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,100 $230K 0.03% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 1,100 $230K 0.04% new 13F-HR/A Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,099 $230K 0.02% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,098 $230K 0.02% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,098 $230K 0.05% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,100 $230K 0.03% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 1,097 $230K <0.01% new 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,097 $230K 0.05% new 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 1,097 $230K 0.15% new 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,096 $230K 0.14% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,095 $229K 0.07% new 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 1,094 $229K 0.18% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,086 $228K <0.01% +319 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 1,087 $228K 0.14% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,086 $228K 0.08% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,084 $227K 0.02% new 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,084 $227K 0.09% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,083 $227K 0.03% new 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 1,082 $227K 0.07% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,080 $226K 0.06% +600 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,080 $226K 0.01% -193 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 1,080 $226K 0.07% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,079 $226K 0.03% new 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,076 $226K 0.1% new 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 1,074 $225K 0.08% -1,184 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,073 $225K 0.02% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,072 $225K 0.01% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 1,071 $224K 0.04% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,069 $224K 0.05% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 947 $224K 0.06% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,067 $224K 0.11% -67 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,066 $223K 0.07% -206 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,066 $223K 0.1% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,307 $223K 0.1% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,062 $223K 0.01% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,102 $222K <0.01% new 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,057 $221K 0.01% -1,115 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,056 $221K 0.13% -1,548 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 1,053 $221K 2.64% 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,050 $220K 0.01% new 13F-HR Timeline Group Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 1,047 $219K 0.18% -904 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,038 $217K 0.13% new 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,033 $216K 0.03% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,033 $216K 0.1% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,031 $216K 0.02% -75 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,029 $216K 0.03% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,029 $216K 0.04% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 1,028 $215K 0.06% new 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 1,025 $215K 0.18% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 936 $214K 0.02% +90 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,023 $214K 0.08% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,022 $214K 0.03% new 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 1,020 $214K 0.14% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,021 $214K 0.03% new 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,021 $214K 0.15% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,018 $213K 0.08% -2,422 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,016 $213K 0.02% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,016 $213K 0.08% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,013 $212K 0.01% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,010 $212K 0.05% new 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 1,007 $211K 0.04% new 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,007 $211K 0.01% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,006 $211K <0.01% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,004 $210K 0.16% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,004 $210K 0.03% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,002 $210K 0.12% new 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 1,002 $210K 0.16% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,001 $210K 0.15% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,001 $210K 0.02% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,000 $210K 0.03% new 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1,000 $210K 0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,000 $210K <0.01% 0 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,000 $210K 0.07% new 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 1,000 $210K 0.09% -200 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 1,000 $210K 0.07% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 999 $209K 0.23% 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 998 $209K 0.13% new 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 998 $209K 0.02% -299 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 993 $208K 0.01% -221 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 992 $208K 0.11% +44 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 991 $208K 0.03% +190 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 990 $207K <0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 990 $207K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 989 $207K 0.03% -60 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 988 $207K 0.08% +100 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 988 $207K 0.16% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 987 $207K 0.04% +3 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 977 $205K 0.04% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 976 $205K 0.01% new 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 975 $204K 0.04% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 974 $204K <0.01% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 972 $204K 0.04% new 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 972 $204K 0.15% new 13F-HR/A Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 971 $204K 0.17% -1,705 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 969 $203K 0.13% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 970 $203K 0.01% new 13F-HR Timeline Group KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 968 $203K 0.14% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 968 $203K 0.14% +838 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 967 $203K 0.05% -46,380 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 966 $202K 0.04% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 964 $202K 0.04% +69 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 900 $201K 0.17% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 956 $200K 0.07% new 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 955 $200K 0.01% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 955 $200K 0.07% -1,139 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 951 $199K 0.07% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 950 $199K 0.03% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 949 $199K 0.02% -660 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 946 $198K 0.12% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 942 $197K 0.04% 0 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 938 $197K 0.01% +175 13F-HR Timeline MOTCO More: the full row for MOTCO 874 $194K 0.02% -356 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 916 $192K 0.02% +132 13F-HR Timeline