Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,248 $3.01M 0.8% -6 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,245 $3M -45 Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 3,242 $3M 0.99% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,225 $2.98M 0.14% -40 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,221 $2.98M 0.03% +33 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,217 $2.98M 0.54% -992 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,213 $2.97M 0.26% +26 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,209 $2.97M 0.71% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,205 $2.97M 0.04% -268 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,189 $2.95M 0.06% +213 13F-HR Timeline Group GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 3,184 $2.95M 0.91% -66 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,180 $2.94M 0.73% -4 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 3,177 $2.94M 0.02% -375 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,188 $2.92M 0.03% +93 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,185 $2.92M 0.08% -288 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,155 $2.92M 0.89% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,147 $2.91M 0.47% +1 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,142 $2.91M 0.92% +27 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,141 $2.91M 0.74% -40 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,140 $2.91M 0.74% +234 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 3,129 $2.9M 0.55% +73 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,123 $2.89M 0.82% -730 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,116 $2.88M 0.5% +1,982 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,110 $2.88M 0.13% -60 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,109 $2.88M 0.06% +109 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,104 $2.87M 0.22% -265 13F-HR/A Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,099 $2.87M 1.75% +337 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,092 $2.86M 0.7% -21 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,092 $2.86M 2.31% +55 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,061 $2.83M 0.76% +109 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 3,061 $2.83M 1.22% +73 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,060 $2.83M 0.14% +30 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,053 $2.83M 0.38% -387 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,053 $2.83M 0.74% -139 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,048 $2.82M 1.21% -26 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 3,039 $2.81M 1.57% -126 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,075 $2.81M 2.63% +221 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,034 $2.81M 0.89% -76 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 3,029 $2.8M 0.05% -114 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 3,024 $2.8M 0.13% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 3,022 $2.8M 0.14% -49 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,021 $2.8M 0.53% +332 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,017 $2.79M 0.05% -246 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3,016 $2.79M 2.03% -126 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,016 $2.79M 1.34% -2 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,015 $2.79M 0.79% +298 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,015 $2.79M 0.17% +179 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,008 $2.78M 0.28% +40 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,004 $2.78M 0.49% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,000 $2.78M 0.21% +21 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,000 $2.78M 0.73% 0 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,000 $2.78M 0.24% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,000 $2.78M 0.39% -200 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,999 $2.78M 0.48% -21 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,999 $2.78M 0.3% +5 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,994 $2.77M 0.2% -82 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,994 $2.77M 0.26% +640 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,991 $2.77M 0.49% -94 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,988 $2.77M 0.36% +1,899 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,983 $2.76M 0.21% -33 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,971 $2.75M 0.23% -120 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,971 $2.75M 0.21% +191 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 2,873 $2.74M 0.59% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,991 $2.74M 0.85% 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,003 $2.74M 1.31% -310 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,953 $2.73M 0.22% -551 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,937 $2.72M 0.33% -30 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,926 $2.71M 0.16% -84 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,924 $2.71M 0.28% +63 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,894 $2.71M 0.1% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,921 $2.7M 1.13% +75 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 2,917 $2.7M 1% +206 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,915 $2.7M 1.81% +29 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,915 $2.7M 0.52% +95 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 2,914 $2.7M 1.97% +1,919 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,906 $2.69M 1.37% +3 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,903 $2.69M 0.3% -49 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,902 $2.69M 0.13% +256 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 2,894 $2.69M 1.54% -120 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 2,894 $2.68M 0.61% +460 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,892 $2.68M 0.49% +397 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 2,890 $2.68M 0.51% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,884 $2.67M 0.65% -10 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,879 $2.66M 0.35% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,873 $2.66M 0.28% -20 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 2,868 $2.65M 0.74% -37 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,867 $2.65M 1.24% -410 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 2,852 $2.64M 0.91% -66 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,850 $2.64M 0.97% +571 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,850 $2.64M 1.86% +13 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,849 $2.64M 0.47% -18 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,849 $2.64M 0.1% -17 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,838 $2.63M 0.78% -203 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,833 $2.62M 1.1% -5 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,827 $2.62M 0.74% -57 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,826 $2.62M 0.17% +364 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 2,825 $2.61M 0.81% 0 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 2,819 $2.61M 1.37% +38 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2,814 $2.6M 1.75% +14 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,804 $2.6M 0.5% +18 13F-HR/A Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,800 $2.59M 0.07% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,799 $2.59M 0.43% -407 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,797 $2.59M 1.74% +313 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 2,787 $2.58M 1.93% +43 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,777 $2.57M 0.24% -136 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,776 $2.57M 0.21% +62 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,793 $2.56M 0.49% -851 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,765 $2.56M 1.2% -200 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,756 $2.55M 0.38% +25 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 2,746 $2.54M 0.75% 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,745 $2.54M 0.68% +34 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,742 $2.54M 0.99% -34 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,736 $2.53M 0.19% -50 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2,732 $2.53M 2.19% +24 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 2,728 $2.53M 0.41% +26 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,725 $2.52M 0.16% -38 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,723 $2.52M 0.24% +54 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,720 $2.52M 0.34% +581 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,720 $2.52M 0.45% -267 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,715 $2.51M 0.53% +2 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,714 $2.51M 0.22% +642 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,711 $2.51M 0.3% +47 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,710 $2.51M 0.54% -10 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,705 $2.5M 0.18% +321 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 2,705 $2.5M 0.07% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,705 $2.5M 1.1% +10 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,705 $2.5M 0.26% +181 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 2,704 $2.5M 0.72% -16 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,703 $2.5M 0.76% +94 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 2,703 $2.5M 0.55% +2,398 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,687 $2.49M 1.57% -9 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,685 $2.49M 1.67% +215 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,684 $2.48M 1.67% -45 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,673 $2.47M 0.16% +577 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 2,669 $2.47M 1.49% +193 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,667 $2.47M 0.12% new 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,667 $2.47M 0.44% +9 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,663 $2.46M 1.03% +5 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,663 $2.46M 0.32% +26 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,662 $2.46M 0.49% +35 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,656 $2.46M 0.4% -33 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,655 $2.46M 0.92% -48 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,654 $2.46M 0.6% +18 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,651 $2.45M 0.07% +11 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,651 $2.45M 0.19% +85 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,649 $2.45M 0.18% -436 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,648 $2.45M 0.14% +35 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,647 $2.45M 0.66% -2,712 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,637 $2.44M 0.14% -222 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,636 $2.44M 0.28% -19 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,635 $2.44M 0.31% -1,045 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 2,635 $2.44M 1.59% +49 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,634 $2.44M 0.5% -32 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 2,633 $2.44M 2.24% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 2,631 $2.44M 0.77% -100 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,629 $2.43M 0.93% -240 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,628 $2.43M 0.63% +128 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,627 $2.43M 0.08% -2 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,617 $2.42M 1.2% -5 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,613 $2.42M 1.38% +249 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,610 $2.42M 1.14% +35 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 2,601 $2.41M 0.96% +174 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,598 $2.4M 0.27% -311 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,595 $2.4M 0.67% -15 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,595 $2.4M 0.92% -15 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,591 $2.4M 1.55% -2 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,591 $2.4M 1.04% +14 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,588 $2.4M 0.03% -47,708 13F-HR Timeline Group S&CO INC More: the full row for S&CO INC 2,588 $2.4M 0.15% -6 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,576 $2.38M 0.29% +75 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,574 $2.38M 0.2% +41 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,553 $2.38M 0.62% +133 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,566 $2.38M 0.74% +24 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,549 $2.36M 0.33% +149 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,549 $2.36M 0.87% -37 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,549 $2.36M 0.4% +72 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,546 $2.36M 0.18% -312 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,546 $2.36M 0.68% -613 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,538 $2.35M 0.2% -960 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,534 $2.35M 0.44% +91 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,531 $2.34M 0.76% -11 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,528 $2.34M 2.06% +18 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,528 $2.34M 0.95% -58 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,526 $2.34M 0.14% -93 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,526 $2.34M 0.57% -15 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,525 $2.34M 0.76% +8 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,518 $2.33M 0.03% -100 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,516 $2.33M 0.76% +16 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,514 $2.33M 0.21% -800 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,508 $2.32M 0.52% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,507 $2.32M 0.09% +700 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,504 $2.32M 0.38% +219 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 2,500 $2.31M 0.29% new 13F-HR Timeline Group Accredited Investors Inc. 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