Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 22,910 $848K 0.17% new 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 22,841 $845K 0.39% +736 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 22,817 $844K 0.01% -229 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 22,706 $840K 0.02% +1,176 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 22,589 $836K 0.06% new 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 22,576 $835K 0.01% +1,861 13F-HR Timeline PBU - The Pension Fund of Early Childho… More: the full row for PBU - The Pension Fund of Early Childhood & Youth Educators 22,457 $831K 0.01% 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 22,357 $827K 0.04% +11,878 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 22,238 $823K 0.31% +1,050 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 22,194 $821K 0.2% -10,729 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 21,996 $814K 0.01% -3,216 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 21,966 $813K 0.06% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 21,942 $812K <0.01% +8,412 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 21,896 $810K 0.01% +2,552 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 21,642 $801K 0.02% -774 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 21,638 $801K 0.31% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 21,600 $799K 0.02% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 21,553 $797K 0.02% +15,012 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 21,474 $795K -1,222 Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 21,305 $788K 0.07% -103,450 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 20,900 $773K 0.1% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 20,661 $764K 0.01% new 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 20,642 $764K <0.01% -2,859 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 20,498 $761K 0.03% +14,732 13F-HR Timeline Group Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 205,445 $757K 0.12% +134,605 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 19,901 $736K 0.07% -10,139 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 19,478 $721K 0.06% +483 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 19,446 $720K 0.01% -10,379 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 19,330 $715K 0.15% +159 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 19,013 $703K 0.07% -37,033 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 18,805 $696K 0.02% -3,479 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 18,768 $694K 0.01% +13,944 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,622 $687K 0.02% +3,306 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 18,579 $687K 0.01% -25,011 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 17,597 $684K 0.02% -7,447 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 18,279 $676K 0.01% +4,292 13F-HR Timeline United Bank More: the full row for United Bank 18,211 $674K 0.23% -31,071 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 18,035 $667K 0.04% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 17,700 $655K 0.01% +4,656 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,683 $654K 0.01% -3,122 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 17,586 $651K 0.41% -4,322 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 17,570 $650K 0.51% -170 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 17,562 $650K 0.01% -833 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 17,560 $650K 0.2% +2,145 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,503 $648K 0.02% +1,382 13F-HR Timeline Group Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 17,500 $648K 0.12% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,463 $646K 0.02% -22,409 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 17,013 $629K 0.01% +2,259 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 17,012 $629K 0.04% +1,051 13F-HR Timeline Group Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 17,000 $629K 0.24% -40,115 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 16,822 $622K 0.09% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 16,765 $620K 0.01% -34,024 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 16,749 $620K 0.04% +442 13F-HR/A Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,738 $619K 0.03% +1,228 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 16,685 $617K 0.02% 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 16,621 $615K 0.26% -1,861 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 16,316 $604K 0.01% -4,445 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,295 $603K 0.01% +2,693 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 16,004 $592K 0.1% -110 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 16,000 $592K 0.17% -10,500 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 15,919 $589K 0.03% -94,067 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 15,833 $586K 0.16% +674 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 15,655 $579K 0.28% -19,038 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 15,621 $578K 0.08% +4,893 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 15,614 $578K 0.19% -995 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 14,636 $577K 0.01% -332 13F-HR Timeline CNB Bank More: the full row for CNB Bank 15,519 $574K 0.23% -2,350 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 15,422 $571K 0.03% -1,603 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 15,407 $570K <0.01% +810 13F-HR Timeline Group American Trust More: the full row for American Trust 15,391 $569K 0.05% -239 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 15,596 $568K 0.01% +291 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 15,324 $567K 0.04% +9,772 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 15,284 $566K 0.01% -1,368 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15,245 $565K 0.04% +3,050 13F-HR Timeline Group Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 15,229 $563K 0.45% +597 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15,189 $562K 0.03% +4,073 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 15,113 $559K 0.04% -591 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 15,067 $557K 0.16% +714 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 15,060 $557K 0.11% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 15,011 $555K <0.01% +2,519 13F-HR Timeline Deeter Investments LLP More: the full row for Deeter Investments LLP 15,000 $555K 0.12% 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 14,954 $553K 0.09% +12,822 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 14,947 $553K 0.18% 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 14,938 $553K 0.17% +820 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 14,759 $546K 0.05% -12,106 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 14,703 $544K 0.04% -556 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 14,658 $542K 0.01% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 14,651 $542K 0.02% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 14,596 $540K 0.1% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 14,698 $539K 0.04% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,552 $538K 0.02% -169 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 13,530 $536K <0.01% +730 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,492 $536K 0.1% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 14,399 $533K 0.07% -27,915 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 14,371 $532K 0.01% -1,789 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 14,349 $531K 0.09% +357 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 14,262 $528K 0.14% -37,614 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 14,230 $527K <0.01% -20,882 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 14,227 $526K 0.44% 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 14,185 $525K 0.18% +4,615 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,144 $523K <0.01% -7,168 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,068 $521K 0.01% -4,660 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 13,954 $516K 0.03% -445 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 13,918 $515K 0.07% +3,163 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,910 $515K 0.01% -2,210 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 13,833 $512K 0.02% -1,098 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,820 $511K 0.05% +2,008 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,744 $509K 0.01% +71 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,944 $509K 0.01% -2,324 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 13,724 $508K 0.03% -7,661 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 13,666 $506K 0.05% +6,892 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 13,640 $505K 0.16% -1,469 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 13,610 $504K 0.01% -335 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 13,608 $503K <0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,596 $503K 0.01% -26,670 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,478 $499K 0.01% +1,952 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 13,097 $485K 0.07% 0 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 13,090 $484K 0.02% -109,869 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 13,058 $483K 0.01% +104 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,053 $483K <0.01% +3,607 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 13,026 $482K 0.14% -1,520 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,898 $477K 0.01% -132 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 12,875 $476K 0.86% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,854 $476K 0.03% +5,727 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 12,842 $475K 0.21% 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 12,750 $472K -12,700 Timeline Bensler, LLC More: the full row for Bensler, LLC 12,717 $471K 0.05% -50,107 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,692 $470K 0.05% +5,128 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 12,554 $464K 0.11% -3,346 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 12,494 $462K 0.03% +132 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 12,450 $461K 0.04% new 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 12,445 $460K 0.12% -4,325 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 12,430 $460K 0.15% new 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 12,401 $459K 0.47% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,397 $459K 0.01% -1,370 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 12,365 $458K 0.02% +65 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 12,351 $457K 0.35% -2,325 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 12,344 $457K 0.01% +2,908 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 12,313 $456K 0.31% -11,130 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,310 $455K 0.02% -4,016 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 12,242 $453K 0.15% 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 11,687 $451K 0.04% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 12,166 $450K 0.03% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12,129 $449K 0.03% +2,745 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,106 $448K 0.01% -698 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 12,054 $446K 0.03% -572 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 12,035 $445K -19,548 Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,945 $442K 0.01% +3,905 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,795 $436K 0.03% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 11,714 $433K 0.07% -4,597 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 11,556 $428K 0.03% +827 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 11,515 $426K 0.13% +9,407 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 11,437 $423K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,436 $423K <0.01% -1,583 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,401 $422K 0.03% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 11,394 $422K 0.09% +3,540 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,370 $421K 0.02% -1,333 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 11,315 $419K 0.22% -16,275 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 11,288 $418K 0.06% +5,890 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,286 $418K 0.04% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 11,280 $417K 0.05% -26 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 11,240 $416K 0.1% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,199 $414K 0.04% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,198 $414K 0.03% -944 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 11,150 $413K 0.04% new 13F-HR/A Timeline TOBAM More: the full row for TOBAM 11,037 $408K 0.1% +1,034 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 11,019 $408K 0.08% +1,000 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 10,975 $406K 0.2% +5,212 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 10,964 $406K 0.06% +717 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,963 $406K 0.01% -23,838 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 10,812 $400K 0.03% -296 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,682 $395K 0.04% +1,000 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 10,604 $392K 0.06% +54 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,602 $392K 0.03% -814 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 10,591 $392K 0.03% +5,123 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 10,545 $390K 0.25% new 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 10,482 $388K 0.19% new 13F-HR Timeline Range Rock Capital, LLC More: the full row for Range Rock Capital, LLC 10,476 $388K 0.13% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,435 $386K 0.01% -7,341 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10,393 $385K 0.03% -594 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 10,347 $383K 0.14% +510 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,305 $381K 0.01% -3,835 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,255 $379K 0.05% -1,219 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,241 $379K 0.1% -956 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 10,100 $374K 0.14% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 10,010 $370K 0.02% +4,736 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 10,000 $370K 0.22% -250 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 10,000 $370K 0.03% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,980 $369K 0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,972 $369K 0.01% -1,546 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,922 $367K <0.01% -598 13F-HR Timeline Group CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 9,905 $366K 0.21% 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 9,904 $366K 0.28% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,890 $366K 0.01% -198 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 10,086 $361K 0.15% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 9,740 $360K 0.03% -95,981 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 9,722 $360K 0.04% -70 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,705 $359K <0.01% +3,146 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 9,700 $359K 0.1% -12 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,671 $358K 0.01% new 13F-HR Timeline