NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 14,552 $1.1M 0.02% +2,568 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 14,536 $1.1M 0.08% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 14,384 $1.08M 0.4% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14,351 $1.08M 0.02% -1,250 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 14,260 $1.08M 0.13% +2,266 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 14,259 $1.07M 0.17% -3,791 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 14,224 $1.07M 0.02% -6,007 13F-HR/A Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 14,206 $1.07M 0.92% -372 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,171 $1.07M 0.01% -830 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 22,615 $1.07M 0.01% +224 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 13,956 $1.05M 0.39% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,903 $1.05M 0.06% -6 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 13,894 $1.05M 0.04% -19,013 13F-HR/A Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 13,872 $1.05M 0.57% -300 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,303 $1.04M 0.04% +630 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 13,815 $1.04M 0.01% -1,825 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 13,750 $1.04M 0.28% -250 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 13,692 $1.03M 0.21% -312 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,678 $1.03M -4,212 Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 13,669 $1.03M 0.06% -149 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 13,644 $1.03M -746 Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 13,630 $1.03M 0.21% +1 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 13,523 $1.02M 0.31% -4,233 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 13,448 $1.01M 0.04% +182 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 13,329 $1M 0.1% -48,447 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 13,298 $1M 0.23% -270 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 13,250 $999K 0.23% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 13,124 $989K 0.08% -432 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 13,117 $989K 0.13% -4,048 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 13,013 $981K 0.08% +217 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 13,002 $980K 0.04% -2,411 13F-HR Timeline Group BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 13,000 $980K <0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 12,896 $972K 0.03% +1,600 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 12,873 $970K 0.25% -205 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 12,851 $969K 0.59% +9,624 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,777 $959K 0.08% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 12,691 $957K 0.07% -9 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 12,691 $957K 0.59% +15 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12,650 $954K 0.23% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,640 $953K 0.02% +13 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,742 $952K 0.02% -3,373 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 12,597 $950K 0.13% +5,190 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 12,593 $949K 0.53% +325 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 12,589 $949K 0.08% -199 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 12,577 $948K 0.06% 0 13F-HR/A Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 12,500 $942K 0.14% -49 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 12,485 $941K 0.08% +1,617 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,477 $941K 0.02% +39 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,466 $940K <0.01% +79 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,464 $940K 0.04% -576 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 12,443 $938K 0.04% -210 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 12,436 $938K 0.01% -7,049 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,417 $936K 0.02% +118 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 12,404 $935K 0.2% +1,550 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 12,396 $935K 0.08% -732 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 12,318 $929K 0.02% -4,944 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,271 $926K 0.13% -110 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 12,206 $922K 0.02% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 12,220 $921K 0.01% new 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 12,000 $905K 0.24% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 11,994 $904K 0.19% +45 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 11,904 $897K 0.08% +25 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 11,889 $896K 0.16% +2,122 13F-HR/A Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,889 $896K 0.05% +309 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 11,866 $895K 0.19% +305 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 11,800 $891K 0.84% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,758 $886K 0.08% -74 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,700 $882K 0.03% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 11,698 $882K 0.11% -5,530 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 11,662 $879K 0.52% -916 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 11,545 $870K 0.23% -137 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 11,500 $867K 0.07% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 11,467 $864K 0.36% +100 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,421 $861K 0.07% +195 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 11,352 $856K 0.04% +12 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 11,311 $853K 0.54% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 11,300 $852K 0.04% -85 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 11,270 $850K 0.41% -390 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 11,210 $845K 0.62% -762,056 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,175 $842K 0.15% +291 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 11,103 $837K 0.02% -1,801 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 11,040 $832K 0.25% -692 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 11,039 $832K 0.35% -3,554 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,978 $828K 0.01% -1,743 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,958 $826K 0.03% -480 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 10,865 $819K 0.22% -377 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 10,829 $816K 0.02% -6,196 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 9,093 $812K 0.28% +730 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 10,737 $809K 0.04% -2,248 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10,667 $804K 0.02% -1,873 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 10,457 $804K 0.12% +777 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 10,643 $802K 0.38% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 10,626 $801K 0.2% +9,372 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 10,608 $800K 0.03% +1,032 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 10,571 $797K 0.13% +96 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 10,561 $796K 0.59% -455 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,252 $794K 0.02% -2,339 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 10,507 $792K 0.12% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,502 $792K 0.05% +92 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 10,492 $791K 0.26% +612 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,477 $790K 0.05% -24 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,185 $789K 0.01% -1,717 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 10,420 $786K 0.35% -187 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 10,420 $786K 0.61% +187 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,512 $784K 0.04% +279 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 10,378 $782K 0.09% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,371 $782K 0.02% +489 13F-HR Timeline Group Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 10,357 $781K 0.07% +5,296 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 10,344 $780K 0.03% -21 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 10,313 $778K 0.11% -1,377 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 10,304 $776K 0.21% -12 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 10,263 $774K 0.53% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,264 $774K 0.06% +3 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 10,209 $770K 0.66% -140 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,203 $769K 0.11% +289 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 9,342 $768K 0.12% +1,345 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 10,175 $767K 0.52% +175 13F-HR/A Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 10,161 $766K 0.33% +1,496 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,156 $766K 0.02% -4,843 13F-HR/A Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 10,133 $764K 0.06% +386 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 10,131 $764K 0.2% -381 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,115 $763K 0.14% -439 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 10,109 $762K 0.18% -867 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,025 $756K 0.03% +9 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 9,747 $755K 0.1% -2,126 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 10,014 $755K 0.49% -225 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,000 $754K 0.13% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 9,847 $742K 0.32% +529 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 9,833 $741K 0.02% -139 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 9,828 $741K 0.29% +3 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,768 $736K <0.01% +2,524 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 9,755 $735K 0.07% -2,200 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 9,751 $735K 0.3% +57 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,706 $732K 0.01% -125 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 9,700 $731K 0.23% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 9,655 $728K 0.16% -143 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 9,585 $723K 0.28% +596 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,583 $722K 0.01% -174 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 9,571 $722K 0.54% +561 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 9,550 $720K 0.72% -4,918 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 9,541 $719K 0.23% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 9,523 $718K 0.19% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,483 $715K 0.01% -675 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,450 $712K 0.1% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 9,253 $711K 0.63% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,415 $710K 0.03% -785 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,414 $710K 0.04% -64 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,411 $709K 0.06% -337 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 9,382 $707K 0.03% -500 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 8,700 $705K 0.01% -273 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 9,335 $704K 0.22% -25 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,331 $703K 0.09% +801 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 9,297 $701K 0.13% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,264 $698K 0.03% -277 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 9,256 $698K 0.04% +254 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 9,250 $697K 0.29% +900 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 9,195 $693K 0.17% -2,189 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 9,172 $691K 0.39% -481 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,109 $687K 0.05% +1,090 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 9,107 $687K 0.18% +1,109 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 9,106 $687K 0.36% -4,165 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 9,104 $686K 0.22% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 8,934 $674K 0.17% +51 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 8,917 $672K 0.04% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 8,872 $669K 0.14% -192 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 8,852 $667K 0.05% +154 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,791 $663K 0.01% -1,182 13F-HR Timeline Essex LLC More: the full row for Essex LLC 8,784 $662K 0.12% -497 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 8,730 $658K 0.18% +120 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 8,715 $657K 0.03% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,694 $655K 0.01% -225 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 8,683 $655K 0.59% 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 8,679 $654K 0.65% -1,785 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 8,626 $650K 0.09% -159 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 8,544 $644K 0.07% +420 13F-HR/A Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,528 $643K 0.02% -642 13F-HR Timeline Group Benin Management CORP More: the full row for Benin Management CORP 8,495 $640K 0.15% -33 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,428 $635K 0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 8,388 $632K 0.21% +7,536 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,293 $625K 0.05% +1,027 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,555 $623K 0.04% -307 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,246 $622K 0.05% +221 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 8,230 $620K 0.34% -660 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,211 $619K 0.15% +33 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,093 $610K 0.01% -337 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 8,080 $609K 0.15% -271 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 8,003 $603K 0.01% -6,739 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 8,000 $603K 0.2% 0 13F-HR Timeline Kovack Advisors, Inc. 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