Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,887 $511K 0.09% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,945 $510K 0.03% -75 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,988 $510K 0.14% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 2,976 $508K 0.11% -132 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,974 $507K 0.27% +25 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,966 $506K 0.06% +128 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,959 $505K 0.04% +123 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,955 $504K 0.27% +1,428 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,950 $503K 0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,943 $502K 0.09% -179 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,936 $501K 0.22% +102 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,934 $500K 0.04% +123 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,928 $499K 0.04% -166 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,920 $498K 0.06% +173 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,914 $497K 0.22% +446 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,910 $496K 0.19% -106 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,908 $496K 0.22% -78 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,900 $495K 0.06% -1,150 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,899 $494K 0.09% -50 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,897 $494K 0.1% -10 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,895 $494K 0.25% +215 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,893 $493K 0.11% +589 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,891 $493K 0.04% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,888 $493K 0.32% +57 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 2,870 $490K 0.22% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 2,864 $489K 0.25% -5,811 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,852 $486K 0.04% -1,191 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,835 $484K 0.16% +52 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,824 $482K 0.17% -427 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 2,820 $481K 0.18% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,817 $480K 0.12% -324 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,771 $480K 0.07% -125 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,810 $479K 0.04% -100 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,809 $479K 0.19% new 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,807 $479K 0.03% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,807 $479K 0.23% -370 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,806 $479K 0.06% -310 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 2,795 $477K 0.32% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,794 $477K 0.05% -89 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,791 $476K 0.04% -452 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 2,789 $476K 0.18% -13 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,765 $472K 0.02% -205 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,764 $471K 0.04% -124 13F-HR Timeline Group HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 2,760 $471K 0.04% -673 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,757 $470K 0.06% -59 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 2,750 $469K 0.17% 0 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,744 $468K 0.1% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,738 $467K 0.03% +431 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,731 $466K 0.28% -25 13F-HR Timeline Group Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,729 $465K 0.51% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,715 $463K 0.16% +127 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,715 $463K 0.21% -40 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,711 $462K 0.16% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,711 $462K 0.03% +43 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,708 $462K 0.01% -34 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,707 $462K 0.05% -434 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 2,696 $460K 0.27% -148 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 2,680 $457K 0.35% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,676 $456K 0.39% -160 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,659 $453K 0.01% -2,438 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 2,504 $453K 0.1% -39 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,610 $452K 0.02% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,650 $452K 0.17% -22 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,642 $451K 0.02% -4,335 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 2,639 $450K -45 Timeline CLG LLC More: the full row for CLG LLC 2,638 $450K 0.16% -80 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,636 $450K 0.12% +21 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,633 $449K 0.29% -1,272 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,627 $448K 0.18% -84 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,625 $448K 0.14% +25 13F-HR/A Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,624 $448K 0.05% -55 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,398 $446K 0.05% -433 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 2,614 $446K <0.01% 0 13F-HR Timeline Group Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,604 $444K 0.31% -684 13F-HR/A Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,600 $443K 0.04% -4 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,599 $443K 0.19% -76 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,598 $443K 0.01% -114 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,582 $440K 0.3% +20 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,580 $440K 0.06% -25 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,569 $438K 0.11% +196 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 2,565 $437K 0.13% +558 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,548 $435K 0.23% +995 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,542 $434K 0.16% -234 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,543 $434K 0.08% +400 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,536 $433K 0.04% +404 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,528 $431K 0.13% -19 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,526 $431K 0.63% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,525 $431K 0.01% -399 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 2,523 $430K 4.43% -2,525 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,520 $430K 0.02% -85 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,518 $429K 0.04% -219 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,517 $429K 0.19% +2,305 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 2,513 $429K 0.09% new 13F-HR/A Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,510 $428K 0.02% -1,040 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,502 $427K 0.09% -6,040 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,493 $425K 0.03% -155 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,491 $425K 0.45% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,480 $423K 0.03% -1,059 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 2,479 $423K 0.16% -67 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 2,475 $422K 0.03% +76 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,456 $419K 0.02% +267 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,453 $418K <0.01% +171 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,450 $418K <0.01% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,449 $418K 0.02% -991 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,449 $418K 0.27% +291 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,446 $417K <0.01% +412 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,443 $417K 0.03% +178 13F-HR Timeline Group bLong Financial, LLC More: the full row for bLong Financial, LLC 2,437 $416K 0.37% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,436 $415K 0.04% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,433 $415K 0.03% -414 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,432 $415K 0.01% -13 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,418 $412K 0.05% +27 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,415 $412K 0.02% -40 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,410 $411K 0.04% -516 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,408 $411K 0.05% +911 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,396 $409K 0.04% -96 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,396 $409K 0.12% +25 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 2,435 $409K 0.31% +730 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,392 $408K 0.14% -3,200 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,391 $408K 0.02% +3 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 2,390 $408K 0.08% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 2,047 $407K 0.38% 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,379 $406K 0.06% -669 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,369 $404K 0.04% -356 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,365 $403K 0.39% -55 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,364 $403K 0.07% +219 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,361 $403K 0.12% -233 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,359 $402K 0.23% +251 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,352 $401K 0.05% +1,075 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 2,350 $401K 0.11% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,349 $401K 0.15% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,342 $399K 0.14% -416 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,338 $399K 0.15% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,338 $399K 0.35% +382 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,336 $398K 0.22% -43 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,336 $398K 0.14% -10,300 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,325 $397K 0.04% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,323 $396K 0.11% -83 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,323 $396K 0.05% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,315 $395K 0.04% -254 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,313 $394K 0.15% +150 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,312 $394K 0.02% new 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,310 $394K 0.03% -855 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,309 $394K 0.23% -500 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,306 $393K <0.01% -177 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,306 $393K 0.01% -74,507 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,304 $393K 0.04% +58 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 2,300 $392K 0.05% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,290 $391K 0.15% -763 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,286 $390K 0.05% -760 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,282 $389K 0.12% -157 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,278 $389K 0.01% -123 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,277 $388K 0.04% +4 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,276 $388K 0.03% -678 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,263 $386K 0.03% +73 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,260 $385K 0.28% +35 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,166 $385K 0.04% +207 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,258 $385K 0.18% -76 13F-HR Timeline Group CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,257 $385K 0.15% -148 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,256 $385K 0.05% new 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 2,257 $385K 0.03% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,251 $384K 0.04% -26 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,249 $384K 0.18% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,245 $383K 0.02% -402 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,231 $381K 0.06% -24 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,231 $380K 0.04% +47 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,230 $380K 0.1% -15 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,230 $380K 0.1% -2 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 2,216 $378K 0.3% 0 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 2,211 $377K 0.08% -149 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,187 $373K 0.1% -86 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,184 $372K 0.07% +30 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,174 $372K <0.01% -2,815 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,172 $370K 0.02% -1,270 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,172 $370K 0.03% +3 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,169 $370K 0.01% +87 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 2,166 $369K 0.12% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,166 $369K 0.09% +125 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,119 $367K 0.28% +319 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,144 $366K 0.1% +209 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,140 $365K <0.01% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,138 $365K 0.23% +725 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,133 $364K 0.02% -160 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,125 $362K 0.1% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,120 $362K 0.12% +140 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,115 $361K 0.03% -88 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,112 $360K 0.15% +215 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 2,109 $360K 0.31% +603 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,104 $359K 0.11% +95 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 2,100 $358K 0.39% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,100 $358K 0.34% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,099 $358K 0.02% -513 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,094 $357K 0.14% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,093 $357K <0.01% +329 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,086 $356K 0.04% -385 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,084 $355K 0.03% -93 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 2,080 $355K 0.17% -255 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,079 $355K 0.18% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,074 $354K 0.06% +400 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,074 $354K 0.01% +513 13F-HR Timeline