FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 6,764 $1.4M 0.12% +127 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 6,754 $1.4M 0.81% 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,752 $1.4M 0.19% -154 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 7,560 $1.4M 1.05% +1,051 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 6,718 $1.39M 0.02% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,718 $1.39M 0.06% +1,406 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6,712 $1.39M 0.35% -189 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,711 $1.39M 0.16% +199 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,694 $1.39M 0.48% -103 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,690 $1.38M 0.71% -229 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,687 $1.38M 0.32% -409 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,684 $1.38M 0.28% -123 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,675 $1.38M 0.04% +95 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,674 $1.38M 0.16% +659 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,668 $1.38M 0.07% +371 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 6,658 $1.38M 0.81% 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,644 $1.37M 0.02% +1,613 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,625 $1.37M 0.27% +805 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,623 $1.37M 0.17% +1,075 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,610 $1.37M 0.29% -4,464 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 6,608 $1.37M 0.94% -1,026 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 6,600 $1.37M 0.2% 0 13F-HR Timeline Group OMC Financial Services LTD More: the full row for OMC Financial Services LTD 6,600 $1.37M 0.53% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 6,594 $1.36M 0.6% -22 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 6,590 $1.36M 0.27% -250 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 6,584 $1.36M 0.27% -360 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 6,579 $1.36M 0.98% -944 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 6,566 $1.36M 0.44% -802 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 6,562 $1.36M 0.42% +32 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,562 $1.36M 0.37% -98 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 6,559 $1.36M 0.24% -16 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 6,556 $1.36M 0.25% +538 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,542 $1.35M 0.16% +752 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 6,538 $1.35M 0.95% -526 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,530 $1.35M 0.08% +56 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 6,523 $1.35M 1.75% +44 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,511 $1.35M 0.08% +530 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 6,508 $1.35M 0.63% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,507 $1.35M 0.17% +63 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 6,506 $1.35M 1.21% +51 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 6,503 $1.35M 0.32% -1,840 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,502 $1.35M 0.28% -63 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 6,487 $1.34M 0.55% +3,411 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 6,485 $1.34M 0.4% +14 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,479 $1.34M 0.42% +833 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 6,463 $1.34M 1.01% +30 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,461 $1.34M 0.31% +2,798 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 6,457 $1.34M 0.56% +1,675 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 6,453 $1.34M 0.36% -30 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 6,447 $1.33M 1.07% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 6,446 $1.33M 0.06% +2,526 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,441 $1.33M 0.71% +96 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,439 $1.33M 0.22% +1,799 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 6,432 $1.33M 1.32% +337 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 6,413 $1.33M 0.5% +593 13F-HR Timeline City State Bank More: the full row for City State Bank 6,403 $1.32M 0.34% +12 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,400 $1.32M 0.31% -159 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,395 $1.32M 0.05% -550 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 6,392 $1.32M 0.15% -136 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 6,386 $1.32M 0.18% -1,255 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 6,374 $1.32M 1.37% 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 6,358 $1.32M 0.24% -3,232 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 6,357 $1.32M 0.77% -82 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,357 $1.32M 0.34% +516 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 6,356 $1.31M 0.36% +374 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,348 $1.31M 0.54% -2,713 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 6,348 $1.31M 0.64% -6,954 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 6,336 $1.31M 1.19% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 6,669 $1.31M 0.22% +135 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,329 $1.31M 0.16% -100 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 6,323 $1.31M 0.2% +483 13F-HR/A Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 6,289 $1.3M 0.37% +1,309 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 6,280 $1.3M 1.03% -2,012 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 6,574 $1.3M 0.48% -211 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 6,316 $1.3M 1.2% +491 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,270 $1.3M 0.6% +165 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 6,266 $1.3M 0.71% +968 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 6,261 $1.3M 0.17% -150 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 6,246 $1.29M 0.52% +86 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 6,223 $1.29M 0.64% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 6,220 $1.29M 1.14% -50 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 6,212 $1.29M 0.43% -256 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,206 $1.28M 0.91% +10 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 6,196 $1.28M 0.17% -137 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 6,195 $1.28M 0.56% +228 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 6,175 $1.28M 0.11% +437 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 6,932 $1.28M 0.09% +219 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,161 $1.27M 0.07% +49 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 6,160 $1.27M 0.91% +12 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,154 $1.27M 0.11% -3,284 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,151 $1.27M 0.41% +701 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 6,148 $1.27M 0.36% +43 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 6,144 $1.27M 0.02% new 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 6,120 $1.27M 0.15% +273 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 6,104 $1.26M 0.4% +7 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 6,097 $1.26M 0.53% -676 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,090 $1.26M 0.29% -281 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 6,087 $1.26M 0.7% +2,082 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 6,082 $1.26M 0.85% -76 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,082 $1.26M 0.48% +88 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,079 $1.26M 0.18% +2 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,077 $1.26M 0.09% +239 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 6,063 $1.25M 0.15% -326 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 6,048 $1.25M 0.84% +1,183 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 6,045 $1.25M 0.12% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 6,035 $1.25M 0.21% +243 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 6,029 $1.25M 0.07% -1,069 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 6,024 $1.25M 0.71% +1,372 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 5,906 $1.24M 1.02% 0 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 6,015 $1.24M 0.56% +150 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,992 $1.24M 0.21% -278 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,992 $1.24M 0.84% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 5,987 $1.24M 0.59% +795 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,981 $1.24M 0.17% +170 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,980 $1.24M 0.91% +235 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,971 $1.24M 0.08% -91 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,963 $1.23M 0.02% -598 13F-HR Timeline Group BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 5,963 $1.23M 0.03% +500 13F-HR Timeline Life Cycle Investment Partners Ltd More: the full row for Life Cycle Investment Partners Ltd 5,957 $1.23M 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,949 $1.23M 0.04% -16,468 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 5,949 $1.23M 0.21% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,939 $1.23M 0.4% +726 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5,936 $1.23M 0.09% +2,769 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 5,925 $1.23M 0.37% +2,009 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 5,925 $1.23M 0.33% 0 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 5,914 $1.22M 0.4% -244 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,912 $1.22M 0.14% +4,129 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,911 $1.22M 0.2% -743 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,903 $1.22M 0.26% +31 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 5,899 $1.22M 0.55% -121 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 5,897 $1.22M 0.28% +632 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,891 $1.22M 0.14% -118 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,886 $1.22M 0.09% +68 13F-HR/A Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,884 $1.22M 0.43% +4 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,880 $1.22M 0.38% -275 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,878 $1.22M 0.12% +677 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,152 $1.21M 0.25% +1,216 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 5,867 $1.21M 0.31% +416 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 5,856 $1.21M 0.21% -204 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 5,847 $1.21M 0.15% +16 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 6,463 $1.21M 0.5% +42 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,834 $1.21M 0.21% +1,022 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 6,447 $1.21M 0.38% new 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 5,827 $1.21M 0.68% -140 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 5,822 $1.2M 0.71% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,816 $1.2M 0.29% +264 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 5,805 $1.2M 0.28% +148 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,804 $1.2M 0.12% -205 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 5,801 $1.2M 0.48% +85 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,800 $1.2M 0.39% -803 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 5,800 $1.2M 0.92% 0 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 5,798 $1.2M 0.89% -132 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 5,791 $1.2M 0.26% +626 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 5,786 $1.2M 0.2% +824 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,785 $1.2M 0.09% +512 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 5,660 $1.19M 0.01% -463 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,750 $1.19M 0.85% +674 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,744 $1.19M 0.11% +75 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 5,724 $1.18M 0.71% -109 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 5,723 $1.18M 0.56% -161 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 7,767 $1.18M 0.88% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,991 $1.18M 0.06% -28 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 5,710 $1.18M 0.19% -251 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 5,705 $1.18M 0.43% +64 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,700 $1.18M 0.04% +610 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 5,693 $1.18M 0.07% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 5,693 $1.18M 0.3% +87 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,950 $1.18M 0.85% +950 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,684 $1.18M 0.17% +1,125 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 5,676 $1.17M 0.18% +26 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,673 $1.17M 0.3% +168 13F-HR Timeline Corundum Group, Inc. 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