MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,490 $761K 0.1% +24 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,490 $761K 0.45% +1 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,488 $760K 0.15% +99 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 1,485 $758K 0.14% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 1,484 $758K 0.48% -41 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,478 $754K 0.08% +151 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,473 $752K 0.06% +5 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,473 $752K 0.08% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,472 $752K 0.05% -34 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,456 $743K 0.25% +20 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,452 $741K 0.03% new 13F-HR Timeline TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 1,450 $740K 0.01% -548 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 1,431 $730K 0.53% -523 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,430 $730K 0.02% +382 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,429 $729K 0.18% -2 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,426 $728K 0.01% +16 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,314 $725K 0.09% +138 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,418 $724K 0.02% +5 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,416 $723K 0.19% +48 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,413 $721K 0.82% -219 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,412 $721K 0.02% +114 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,410 $720K 0.03% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,409 $719K 0.05% +2 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,408 $719K 0.24% -192 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,399 $714K 0.09% -86 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 1,395 $712K 0.56% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,183 $711K 0.04% +540 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,393 $711K 0.49% +17 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,389 $709K 0.02% -22,699 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,388 $708K 0.02% +240 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,387 $708K 0.1% +11 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,381 $705K 0.01% +700 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,379 $704K 0.02% -248 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,378 $703K 0.25% +669 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,395 $701K 0.06% -317 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,370 $699K 0.31% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,369 $699K 0.35% -541 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 1,366 $697K 0.35% +5 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,362 $695K 0.02% -60 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,351 $690K 0.02% -243 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,351 $690K 0.2% -16 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,343 $686K 0.05% 0 13F-HR Timeline Group Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,343 $686K 0.66% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,339 $683K 0.1% 0 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,136 $683K 0.33% -5 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 1,329 $678K 0.51% 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,325 $676K <0.01% -131 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,321 $674K 0.2% +257 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,318 $673K 0.02% +16 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,316 $672K 0.03% -4 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,312 $670K 0.03% +13 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,310 $669K 0.13% +34 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,308 $668K 0.31% +76 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,308 $668K 0.22% +132 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,308 $668K 0.06% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,306 $667K 0.05% -119 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,306 $667K 0.15% -299 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,305 $666K 0.07% +231 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,302 $665K 0.36% -876 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,302 $665K 0.01% +8 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,301 $664K 0.15% -52 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,298 $663K 0.1% -45 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,298 $663K 0.27% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,294 $661K 0.16% -96 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,290 $658K 0.02% -112 13F-HR Timeline Group Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,289 $658K 0.71% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,265 $646K 0.03% +6 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 1,262 $644K 0.22% -30 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,254 $640K 0.06% -139 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 1,252 $639K 0.57% 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,249 $637K 0.05% +44 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,242 $634K 0.04% -79 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,240 $633K 0.07% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,234 $630K 0.07% +435 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 1,233 $629K 0.09% -14 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,232 $629K 0.02% -2,658 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,231 $628K 0.13% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,230 $628K 0.04% +84 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,227 $626K 0.06% -7 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,225 $625K 0.24% -11 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,224 $625K 0.01% +38 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,222 $624K 0.31% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,219 $622K 0.06% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,219 $622K 0.04% -20 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,217 $621K 0.01% +13 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,214 $620K 0.21% 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,213 $619K 0.01% -300 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,101 $619K 0.04% +17 13F-HR Timeline Group SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,030 $617K 0.18% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,207 $616K 0.09% -8 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,204 $615K 0.02% -125 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,203 $614K 0.01% +20 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 1,201 $613K 0.1% +106 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,200 $613K 0.03% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,200 $613K 0.14% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,200 $613K 0.09% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,195 $610K 0.03% +122 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,192 $608K 0.01% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,188 $606K 0.22% -56 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,187 $606K 0.1% -46 13F-HR Timeline Group GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,182 $603K 0.18% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,181 $603K 0.01% +117 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,180 $602K 0.18% +118 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,179 $602K 0.04% +546 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,173 $599K 0.02% -69 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,171 $598K +58 Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,168 $596K 0.01% -13 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,166 $595K 0.4% -12 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,161 $593K -38 Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,160 $592K 0.27% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,156 $590K 0.02% +729 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,153 $589K 0.12% -5 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,152 $588K 0.04% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,150 $587K 0.01% +300 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,147 $585K 0.05% +38 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,139 $581K 0.5% 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 994 $581K 0.19% +388 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,137 $580K 0.06% +88 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,130 $577K 0.04% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,129 $576K 0.03% +7 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,128 $576K 0.36% -369 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,128 $576K 0.02% -196 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,128 $576K 0.05% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,009 $575K 0.11% +1 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,127 $575K 0.06% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,127 $575K 0.16% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,127 $575K 0.04% +142 13F-HR/A Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,125 $574K 0.03% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,125 $574K 0.64% -1,450 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,124 $574K <0.01% -121 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,119 $572K 0.04% +29 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,116 $570K 0.11% -200 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,115 $569K 0.15% +5 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,111 $567K 0.32% new 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,110 $567K 0.16% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,107 $565K 0.1% -363 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,105 $564K 0.26% -712 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,098 $560K 0.09% -5 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,050 $560K 0.06% +221 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,097 $560K 0.27% -56 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 1,088 $555K 0.39% -8 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,085 $554K 0.05% -100 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,077 $550K 0.04% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,076 $549K 0.12% -75 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,074 $548K 0.03% new 13F-HR/A Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 1,070 $546K 0.12% -3 13F-HR/A Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,069 $546K 0.01% -5 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,063 $543K 0.01% +60 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,007 $543K 0.05% -10 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,059 $541K 0.01% +9 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,058 $540K 0.03% +301 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,054 $538K 0.33% +15 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,051 $537K 0.02% +10 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,050 $536K 0.08% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,045 $534K 0.03% -26 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,044 $533K 0.05% 0 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 1,041 $531K 0.08% -360 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,034 $528K 0.11% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,033 $527K 0.5% -25 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,032 $527K 0.02% +119 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 1,016 $519K 0.08% 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,004 $513K 0.18% -5 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,003 $512K 0.06% -206 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,001 $511K 0.01% +156 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 1,000 $510K <0.01% -40 13F-HR Timeline Group GS Investments, Inc. More: the full row for GS Investments, Inc. 1,000 $510K 0.28% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,000 $510K 0.28% 0 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 995 $508K 0.03% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 995 $508K 0.11% -5 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 994 $508K 0.01% +151 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 989 $505K 0.04% -26 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 986 $503K 0.18% -126 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 986 $503K 0.01% -21 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 981 $501K 0.03% +20 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 980 $500K 0.15% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 977 $499K 0.05% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 977 $499K 0.08% -60 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 973 $497K +496 Timeline Hudock, Inc. More: the full row for Hudock, Inc. 972 $496K 0.07% +5 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 968 $494K 0.05% -140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 966 $493K 0.07% +52 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 965 $493K 0.06% +205 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 964 $492K 0.03% +60 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 963 $492K 0.07% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 960 $490K 0.09% +592 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 958 $489K 0.32% +136 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 956 $488K 0.03% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 956 $488K 0.06% +11 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 955 $487K 0.03% -85 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 954 $487K 0.02% +46 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 952 $486K 0.04% 0 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 947 $483K 0.91% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 944 $482K 0.2% -49 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 941 $480K 0.04% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 940 $480K 0.07% -50 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 937 $478K 0.01% 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 933 $476K 0.05% 0 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 930 $475K 0.14% -20 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 927 $474K 0.14% 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 925 $472K 0.17% -2 13F-HR Timeline