Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,543 $584K 0.07% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,687 $583K 0.06% -6 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 2,685 $583K 1.24% -75 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,684 $583K 0.41% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,682 $582K 0.01% +303 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,679 $582K 0.03% -1,000 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,668 $579K 0.04% -25 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,665 $579K 0.58% -10 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,647 $575K 0.04% +663 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,647 $575K 0.14% +192 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 2,635 $572K 0.25% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,629 $571K 0.13% +169 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,624 $570K 0.04% +24 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 2,614 $568K 0.15% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,614 $568K 0.23% +101 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,597 $564K 0.03% +172 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,568 $558K 0.06% +642 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,559 $556K 0.04% -206 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,557 $555K 0.1% new 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 2,555 $555K 0.03% -1,090 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,543 $552K 0.08% +262 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 2,404 $550K 0.34% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,528 $549K 0.43% +225 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,526 $548K 0.7% 0 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 2,523 $548K 2.06% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,518 $547K 0.27% -135 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,513 $546K 0.02% 0 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 2,510 $545K 0.19% -416 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,506 $544K 0.05% +30 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,503 $543K 0.11% new 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 2,502 $543K <0.01% +16 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,500 $543K 0.05% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,500 $543K 0.14% +320 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,493 $541K 0.03% -3 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,494 $541K 0.14% -307 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,491 $541K 0.47% 0 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 2,471 $537K 0.47% 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 2,464 $535K 0.03% +471 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,464 $535K 0.02% +234 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,461 $534K 0.13% +67 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 2,461 $534K 0.38% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,458 $534K 0.03% -14 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,458 $534K 0.14% +122 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,453 $533K 0.14% -55 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,446 $531K 0.1% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,444 $531K 0.04% 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,442 $530K 0.05% +86 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,275 $530K 0.07% 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,438 $529K 0.3% +200 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,436 $529K 0.04% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,431 $528K 0.03% -225 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 2,430 $528K 0.08% -24 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,423 $526K 0.03% -678 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,419 $525K 0.21% -125 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,416 $525K 0.06% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,417 $525K 0.03% -45 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,411 $524K 0.17% -200 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,395 $520K 0.12% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,394 $520K 0.02% -160 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,389 $519K 0.03% -30 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,380 $517K 0.04% -100 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,379 $517K 0.04% new 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,376 $516K 0.35% +10 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,370 $515K 0.03% +60 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,367 $514K 0.05% +290 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,363 $513K 0.07% +76 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,360 $512K 0.3% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,358 $512K 0.01% +512 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,354 $511K 0.02% +101 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,363 $510K 0.07% -2,431 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 2,330 $506K 0.29% -100 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,329 $506K 0.05% -626 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,324 $505K 0.07% 0 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,308 $501K 0.13% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,304 $500K 0.06% -937 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,302 $500K 0.15% +155 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,302 $500K 0.14% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,987 $500K 0.13% +37 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,292 $498K 0.09% +1 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,290 $497K 0.17% +820 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,280 $495K 0.12% 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,277 $494K 0.37% -287 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,275 $494K 0.04% +47 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,272 $493K 0.05% -82 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,271 $493K 0.09% +71 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,271 $493K 0.05% +107 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,270 $493K <0.01% -84 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,269 $493K 0.05% -78 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,263 $491K 0.02% -40 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 2,259 $490K 0.22% +395 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,258 $490K 0.32% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,257 $490K 0.18% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,253 $489K 0.19% +353 13F-HR Timeline Group CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 2,249 $488K 0.41% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,247 $488K 0.06% new 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 2,244 $487K 0.04% -17 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,241 $487K 0.03% +143 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,238 $486K 0.03% +7 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 2,236 $485K 0.26% +27 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,235 $485K 0.05% +748 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,233 $485K 0.34% 0 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,229 $484K 0.05% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,221 $482K 0.13% +260 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 2,215 $481K 0.1% +1,114 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,213 $480K 0.23% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,212 $480K 0.09% +92 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,207 $479K 0.23% +375 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 2,199 $477K 0.43% 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,194 $476K 0.01% -460 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,190 $475K <0.01% +354 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,188 $475K 0.13% -18 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,187 $475K 0.05% +335 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,187 $475K 0.02% +280 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,187 $475K 0.03% -6,012 13F-HR Timeline Group Livet Wealth, LLC More: the full row for Livet Wealth, LLC 2,182 $474K 0.29% 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,175 $472K 0.11% +50 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,166 $470K 0.04% +220 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 2,165 $470K 0.24% +15 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,163 $470K 0.01% -948 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,149 $467K 0.02% +27 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,147 $466K 0.14% -97 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,145 $466K 0.03% +1,158 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,130 $463K 0.06% +425 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 2,116 $462K 0.18% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,127 $462K 0.02% +404 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,125 $461K 0.02% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,124 $461K 0.05% +387 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,120 $460K 0.1% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,950 $457K 0.06% -63 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 2,104 $457K 0.13% -5,433 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,103 $457K 0.11% -577 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,100 $456K 0.38% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,098 $456K 0.12% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,942 $455K 0.06% +64 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,095 $455K 0.25% +168 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,093 $454K 0.15% +1,105 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,087 $453K 0.14% -285 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,085 $453K 0.03% -27 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,084 $452K 0.15% -50 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,080 $452K 0.06% +17 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,067 $449K 0.02% +75 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,062 $448K 0.08% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,061 $448K 0.03% 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 2,056 $446K 0.18% 0 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,052 $446K 0.02% -330 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 2,054 $446K 0.07% 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,050 $445K 0.11% +4 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,050 $445K 0.27% +200 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,050 $445K +117 Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,048 $445K 0.05% +268 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,047 $444K 0.05% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,046 $444K 0.04% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,040 $443K 0.24% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,036 $442K 0.06% -189 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,035 $442K 0.24% 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,025 $440K 0.18% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,023 $439K 0.03% -1,331 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,016 $438K 0.48% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,011 $437K 0.02% +50 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,006 $436K 0.09% +201 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,005 $435K 0.1% -1,020 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,005 $435K 0.17% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,000 $434K 0.11% -2,000 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,999 $434K 0.14% +250 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,996 $433K 0.06% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,995 $433K 0.15% -276 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,989 $432K 0.08% +235 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,983 $431K 0.06% +78 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,980 $430K 0.01% -582 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,975 $429K 0.03% +177 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,974 $429K 0.06% new 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 1,970 $428K 0.14% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,970 $428K 0.03% +60 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 1,968 $427K 0.1% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,967 $427K 0.02% +341 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 1,964 $426K 0.09% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,962 $426K 0.08% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,961 $426K 0.15% +797 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 1,960 $426K 0.24% 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,958 $425K 0.05% 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,950 $423K 0.1% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,950 $423K 0.11% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,945 $422K 0.02% +51 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,735 $422K 0.3% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,942 $422K 0.05% -1,122 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,936 $420K 0.04% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,934 $420K 0.15% 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,926 $418K 0.05% -300 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,921 $417K 0.06% +7 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,918 $416K 0.04% -120 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,911 $415K 0.25% +223 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,908 $414K 0.23% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,905 $414K 0.27% 0 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,904 $413K 0.3% -13 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 1,904 $413K 0.13% 0 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 1,903 $413K 0.19% 0 13F-HR/A Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,902 $413K 0.06% +53 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,901 $413K 0.19% -25 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,899 $412K 0.02% +27 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,896 $412K 0.02% -5,029 13F-HR Timeline