CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 7,470 $430K 0.01% -286 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7,442 $429K 0.06% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 7,414 $427K 0.3% -3 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 7,378 $425K 0.1% -168 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,365 $424K 0.04% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 6,472 $423K 0.06% -68 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 7,335 $423K 0.12% +885 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 7,331 $422K 0.09% +723 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 7,311 $421K 0.14% +130 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,309 $421K 0.05% -927 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 7,300 $421K 0.27% -250 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 7,300 $421K 0.31% +829 13F-HR Timeline Group AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 7,289 $420K 0.08% +15 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 7,287 $420K 0.14% -44 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,279 $419K 0.04% -4,259 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 7,262 $418K 0.16% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,257 $418K 0.16% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 7,241 $417K 0.37% -148 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 7,238 $417K 0.59% -189 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,237 $417K 0.04% +3,872 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 7,218 $416K 0.24% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 7,207 $415K 0.19% -122 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 7,200 $415K 0.02% -14 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 7,190 $414K 0.15% 0 13F-HR Timeline NEW SOUTH CAPITAL MANAGEMENT INC More: the full row for NEW SOUTH CAPITAL MANAGEMENT INC 7,189 $414K 0.02% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 7,185 $414K 0.18% +117 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 7,180 $414K 0.31% -250 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 7,176 $413K 0.32% +736 13F-HR/A Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,162 $413K 0.08% +2 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 7,161 $413K 0.02% -325 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 7,151 $412K 0.05% -134 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 7,150 $412K 0.04% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,107 $410K 0.08% +413 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 7,074 $408K 0.2% +2,138 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 7,066 $407K 0.01% -150 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,050 $406K 0.03% -232 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,042 $406K 0.08% -10 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 7,041 $406K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7,036 $405K 0.15% +7 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 7,029 $405K 0.31% +275 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 7,023 $405K 0.02% 0 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 7,016 $404K 0.19% -535 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,662 $404K 0.02% -684 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,008 $404K 0.03% +1,255 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,988 $403K 0.09% -122 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 6,206 $402K 0.14% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,958 $401K 0.02% -58 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,937 $400K 0.09% +972 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 6,932 $399K 0.09% -426 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 6,899 $398K 0.04% -1,193 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,884 $397K 0.05% +411 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 6,865 $396K 0.03% +2,525 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 6,843 $394K 0.04% +31 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 6,805 $392K 0.05% -126 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,799 $392K <0.01% -441 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 6,796 $392K 0.11% +2,702 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 6,791 $391K 0.07% -495 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 6,770 $390K 0.22% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,717 $387K 0.13% +484 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 6,700 $386K 0.05% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 6,686 $385K 0.1% -122 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,683 $385K 0.03% -516 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,673 $384K 0.04% +80 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 6,667 $384K 0.18% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,665 $384K 0.03% -565 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 6,663 $384K 0.04% -699 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,661 $384K 0.17% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 6,660 $384K 0.08% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,647 $383K 0.15% -99 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 6,636 $382K 0.1% +75 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 6,630 $382K 0.12% +18 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 6,628 $382K 0.24% +146 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,627 $382K <0.01% -2,312 13F-HR Timeline Group ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,625 $382K 0.09% -304 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 6,618 $381K 0.02% -75 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 6,615 $381K 0.24% +365 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 6,607 $381K 0.08% -4 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,601 $380K 0.03% +1,310 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 6,585 $379K 0.03% +149 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 6,585 $379K 0.06% +562 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 5,800 $379K 0.13% +70 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 6,574 $379K 0.17% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 6,570 $379K 0.07% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 6,545 $377K 0.27% -1,185 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,530 $376K <0.01% -200 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,527 $376K 0.01% -993 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,519 $376K 0.06% +610 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 6,513 $375K 0.06% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 6,487 $374K <0.01% new 13F-HR/A Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 6,474 $373K 0.3% +646 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 6,462 $372K 0.02% +36 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,458 $372K 0.04% -144 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 6,451 $372K 0.1% -485 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,448 $372K 0.02% +508 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 6,435 $371K 0.04% +9 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 6,422 $370K 0.08% -2,900 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,410 $369K 0.07% -211 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,410 $369K 0.07% +1 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 6,407 $369K 0.01% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,403 $369K 0.01% +1,550 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,400 $369K 0.12% +969 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 6,383 $368K 0.11% -1,340 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 6,368 $367K 0.27% -93 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,364 $367K 0.06% +332 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,351 $366K 0.23% -9,269 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 6,350 $366K 0.01% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,350 $366K 0.21% +146 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 6,342 $365K 0.04% -340 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,314 $364K 0.04% +13 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 6,303 $363K 0.02% +1,998 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 6,294 $363K 0.35% +64 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 6,293 $363K 0.06% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 6,265 $361K 0.1% -103 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,255 $360K 0.03% -310 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 6,243 $360K 0.28% -17 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,242 $360K -826 Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,240 $360K 0.01% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,236 $359K 0.06% -2,938 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,206 $358K 0.22% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,183 $356K 0.01% +410 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 6,182 $356K 0.1% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,179 $356K 0.1% -638 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 6,154 $355K 0.79% -7 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 6,140 $354K 0.02% +440 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 6,125 $353K 0.25% +25 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,119 $353K 0.24% -165 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,082 $350K 0.02% 0 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 6,076 $350K 0.14% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 6,075 $350K 0.02% +204 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 6,061 $349K 0.1% -377 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 6,059 $349K 0.04% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,055 $349K 0.06% +551 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 6,053 $349K 0.13% -5,800 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,050 $349K 0.02% +1,302 13F-HR/A Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 6,049 $349K 0.21% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 6,047 $348K 0.12% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,040 $348K 0.11% +2,741 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 6,031 $348K <0.01% 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,028 $347K 0.04% +1,226 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,019 $347K 0.02% -344 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,015 $347K 0.08% +35 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 6,000 $346K <0.01% 0 13F-HR Timeline Group Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 6,000 $346K 0.23% 0 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 5,425 $346K 0.07% +25 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 5,995 $345K 0.29% +40 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 5,985 $345K 0.15% +738 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 5,978 $344K 0.15% -170 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 5,977 $344K 0.14% -398 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,964 $344K 0.02% +91 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,962 $344K 0.06% -500 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 5,958 $343K 0.28% 0 13F-HR/A Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,954 $343K 0.06% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,952 $343K 0.01% -400 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,945 $343K 0.02% +418 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,935 $342K 0.01% +281 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 5,935 $342K 0.13% -2,720 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,931 $342K 0.01% -742 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,917 $341K 0.14% -53 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 5,889 $339K 0.19% +4,694 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 5,887 $339K 0.01% 0 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 5,868 $338K 0.09% -582 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 5,866 $338K 0.2% -301 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,864 $338K 0.02% -32,233 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,854 $337K <0.01% -367 13F-HR Timeline Group Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 5,844 $337K 0.03% +454 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,833 $336K 0.05% new 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 5,827 $336K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,810 $335K 0.03% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 5,792 $334K 0.21% +107 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,786 $333K 0.08% -55 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,782 $333K 0.01% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,781 $333K 0.04% -30 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,774 $333K 0.02% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 5,725 $332K 0.1% -213 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,760 $332K 0.03% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,755 $332K 0.02% -1,700 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 2,028 $331K 0.2% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,736 $331K 0.02% +1,291 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,727 $330K 0.1% +1 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,724 $330K 0.01% -100 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,722 $330K <0.01% +63 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 5,718 $329K 0.03% -40 13F-HR/A Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 5,715 $329K 0.1% +115 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,713 $329K 0.04% -100 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,683 $329K 0.09% +930 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,700 $328K 0.06% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 5,696 $328K 0.01% -576 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 5,695 $328K 0.09% -4,144 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 5,680 $327K 0.04% +148 13F-HR/A Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,673 $327K 0.02% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,669 $327K 0.09% -1,923 13F-HR Timeline Quarry LP More: the full row for Quarry LP 5,660 $326K 0.05% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,655 $326K 0.03% -106 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,653 $326K 0.1% +126 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 5,648 $325K 0.06% new 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 5,647 $325K 0.06% +2,029 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 5,643 $325K 0.05% -7 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 5,638 $325K 0.1% +9 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,618 $324K 0.15% -1,206 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 5,610 $323K 0.07% -320 13F-HR Timeline