D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 7,668 $613K 0.1% -2,335 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,617 $609K 0.01% +536 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,600 $608K 0.12% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,596 $607K 0.02% +1,519 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 7,578 $606K 0.19% -72 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 7,564 $605K 0.29% -800 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,546 $603K 0.06% -2,746 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,545 $603K 0.01% +573 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 7,545 $603K <0.01% -31,716 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,519 $601K 0.02% -323 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,435 $594K 0.08% -25 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,433 $594K 0.08% -26 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 7,438 $594K 0.06% -500 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,428 $594K 0.03% -3 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 7,419 $593K 0.07% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,414 $593K 0.05% -281 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 7,413 $593K 0.12% +500 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 7,392 $591K 0.38% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 7,305 $584K 0.07% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 7,299 $583K 0.13% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 7,276 $582K 0.04% +4,460 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 7,268 $581K 0.08% +5,033 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,227 $578K 0.03% 0 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 7,210 $576K 0.15% -905 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 7,209 $576K 0.14% 0 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 7,189 $575K 0.33% -274 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,174 $573K 0.02% +49 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,160 $572K 0.33% +285 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 7,159 $572K 0.04% -38,634 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 7,130 $570K 0.38% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 7,084 $566K 0.23% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,075 $566K 0.05% +3,371 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,049 $563K 0.02% -689 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 7,033 $562K 0.03% -80 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 7,028 $562K 0.01% -6,785 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,021 $561K 0.07% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,017 $561K 0.05% +600 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,003 $560K 0.01% +800 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 6,959 $556K 0.44% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,957 $556K 0.01% -2,270 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,950 $556K 0.03% -37 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,941 $555K 0.07% +71 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,923 $553K 0.08% +427 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 6,911 $552K 0.05% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 6,897 $551K 0.05% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,878 $550K 0.02% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 6,807 $544K 0.07% +38 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,802 $544K 0.02% -37 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,703 $536K 0.14% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 6,699 $536K 0.03% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,696 $535K 0.06% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 6,682 $534K 0.34% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 6,657 $532K 0.34% +330 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,619 $529K 0.07% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,606 $528K 0.01% -1,255 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,744 $526K 0.06% -311 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 6,567 $525K 0.09% 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 6,555 $524K 0.17% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,545 $523K 0.03% +1,226 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,491 $519K 0.03% -2,552 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 6,477 $518K 0.31% +1,131 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,461 $516K <0.01% -4 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 6,407 $512K 0.35% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 6,400 $512K 0.24% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 7,358 $511K 0.04% +2,677 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,391 $511K 0.01% +2,712 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,391 $511K 0.04% -1,177 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,373 $509K 0.02% +1,150 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,357 $508K 0.01% +1,375 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,314 $505K 0.01% -1,014 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,300 $504K 0.09% +32 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6,288 $503K 0.06% -171 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,288 $503K 0.09% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,280 $502K 0.06% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,277 $502K 0.21% +4,574 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 6,257 $500K 0.17% +19 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,210 $496K 0.02% -308 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 6,200 $496K 0.1% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 6,197 $495K 0.07% -88 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,180 $494K 0.02% -2,973 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,176 $494K 0.08% -629 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 6,149 $492K 0.11% +14 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,107 $488K 0.01% -1,312 13F-HR/A Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 6,083 $486K 0.19% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,052 $484K 0.02% -764 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,046 $483K 0.02% -500 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 6,038 $483K 0.12% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 6,000 $480K 0.06% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,000 $480K 0.13% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 6,000 $480K 0.1% 0 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 6,000 $480K 0.04% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,989 $479K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5,953 $475K 0.14% +124 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,930 $474K 0.09% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,927 $474K 0.01% -808 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,912 $473K 0.11% -805 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 5,899 $472K 0.16% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,865 $469K 0.13% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,857 $468K 0.01% +150 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 5,856 $468K 0.03% 0 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,841 $467K 0.05% -200 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,815 $465K 0.01% -251 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,796 $463K 0.03% -2,666 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 5,778 $462K 0.15% +414 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,772 $461K 0.05% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,757 $460K 0.09% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,755 $460K 0.02% new 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 5,750 $460K 0.08% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,745 $459K 0.02% -939 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,744 $459K 0.08% -150 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 5,725 $458K 0.16% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 5,681 $454K 0.06% -919 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,680 $454K 0.02% -55 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,677 $454K 0.01% -1,215 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,666 $453K 0.04% -8,909 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 5,660 $452K 0.34% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,644 $451K 0.04% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,640 $451K 0.03% +927 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,639 $451K 0.03% +1,023 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 5,616 $449K 0.28% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,603 $448K 0.04% -126 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 5,600 $448K 0.01% 0 13F-HR/A Timeline Group Gordian Advisors LLC More: the full row for Gordian Advisors LLC 5,600 $448K 0.3% -200 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 5,585 $446K 0.05% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,546 $443K 0.01% +1,449 13F-HR/A Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,534 $442K 0.08% +1 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,500 $440K 0.13% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 5,501 $440K 0.2% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 5,500 $440K 0.2% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,488 $439K 0.1% +1 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,465 $437K 0.05% -280 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,461 $437K 0.31% -101 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,456 $436K 0.03% +24 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,443 $435K 0.1% +3 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,442 $435K 0.04% -8 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,419 $433K 0.05% -225 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 5,343 $427K 0.17% -374 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 5,334 $426K 0.18% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,318 $425K 0.01% -1,709 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,293 $423K 0.01% +238 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 5,290 $423K 0.01% +16 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,284 $422K 0.01% +1,109 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,273 $422K 0.01% +1,638 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,272 $421K 0.02% -103 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 4,038 $419K 0.04% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,147 $411K 0.02% -331 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,430 $411K 0.11% new 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 5,144 $411K 0.08% 0 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 5,106 $409K 0.06% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,067 $405K 0.02% -12,091 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,069 $405K 0.02% 0 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 5,065 $405K 0.03% -2,900 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,055 $404K 0.01% -773 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,032 $402K 0.06% -138 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,033 $402K 0.02% -28 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 5,030 $402K <0.01% +3,564 13F-HR Timeline Group First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,020 $401K 0.22% -42 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,019 $401K 0.09% -511 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,017 $401K 0.01% -483 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,005 $400K 0.21% -140 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 5,000 $400K 0.02% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,984 $398K 0.2% -285 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,979 $398K 0.18% +182 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,974 $398K 0.07% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,970 $397K 0.07% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,969 $397K 0.04% +175 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 4,968 $397K 0.38% -185 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,958 $396K 0.01% -31 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,956 $396K 0.09% -340 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,949 $396K 0.03% -682 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,936 $395K 0 Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,933 $394K 0.15% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,931 $394K 0.22% +275 13F-HR/A Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,927 $394K 0.17% -12 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,915 $393K 0.13% -651 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,906 $392K 0.01% +337 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,902 $392K 0.03% +1,361 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,886 $391K 0.01% +1,097 13F-HR/A Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,884 $390K 0.02% new 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,862 $389K 0.12% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4,858 $388K 0.13% -11 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,846 $387K 0.02% +29 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 4,843 $387K 0.07% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,837 $387K 0.02% +604 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,835 $387K 0.01% -230 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 4,835 $387K 0.02% -823 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,827 $386K 0.03% -39 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,815 $385K 0.02% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,810 $385K 0.09% +1,848 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,800 $384K 0.09% 0 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 4,800 $384K 0.05% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,800 $384K 0.27% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,778 $382K <0.01% -1,169 13F-HR Timeline Group Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 4,777 $382K 0.17% +9 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,770 $381K 0.08% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,769 $381K 0.04% -135 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,780 $381K 0.09% -201 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 4,753 $380K 0.11% -762 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,751 $380K 0.16% -84 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,741 $379K 0.02% +266 13F-HR Timeline