PDS Planning, Inc More: the full row for PDS Planning, Inc 4,539 $1.04M 0.07% +41 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,521 $1.03M 0.31% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,516 $1.03M 0.2% +100 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,495 $1.03M 0.03% +366 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,485 $1.03M 0.06% +2,145 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,480 $1.03M 0.09% -14 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,466 $1.02M 0.07% +21 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 4,461 $1.02M 0.3% +66 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,456 $1.02M 0.08% +404 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,447 $1.02M 0.08% -167 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,416 $1.01M 0.01% -81 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,416 $1.01M 0.07% -644 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,413 $1.01M 0.08% -11,140 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,409 $1.01M 0.17% -1,207 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 4,375 $1M 0.26% -15 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,348 $995K 0.43% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,344 $994K 0.2% -130 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,366 $993K 0.03% -922 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,321 $989K 0.03% -134 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,316 $988K 0.49% +227 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,314 $988K 0.04% -3,137 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,303 $985K 0.09% +535 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,295 $983K 0.04% +765 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,282 $980K 0.27% -404 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,275 $979K 0.04% +2,695 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,251 $973K 0.15% -144 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,473 $969K 0.2% -413 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,200 $961K 0.22% new 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 4,165 $954K 0.5% -506 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,125 $944K 0.15% +549 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,082 $934K 0.05% +1,006 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,064 $932K 0.21% +375 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,065 $931K 0.05% +75 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,064 $930K 0.65% +155 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 4,056 $928K 0.53% -7 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,035 $925K 0.18% -265 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 4,032 $923K 0.5% 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 4,025 $921K 0.35% -102 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,020 $920K 0.06% +255 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 4,003 $916K 0.16% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,996 $915K 0.04% +2,082 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,975 $912K 0.16% +7 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,972 $909K 0.19% +104 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,957 $907K 0.04% -160 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,912 $896K 0.02% +6 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,907 $894K 0.29% -2 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,900 $893K 0.01% +15 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,879 $888K 0.1% +233 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,838 $879K 0.22% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,837 $878K 0.11% +279 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,828 $876K 0.39% +1,033 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 3,800 $876K 0.14% 0 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,815 $873K 0.02% +34 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,812 $873K 0.09% +850 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,806 $871K 0.04% -304 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,805 $871K 0.03% +1,421 13F-HR Timeline Group Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,792 $868K 0.09% -241 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 3,788 $867K 0.13% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,770 $863K 0.33% +212 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 3,766 $862K 0.18% +97 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,720 $852K 0.09% -99 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,715 $850K 0.07% +1,325 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,707 $849K 0.09% -476 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,704 $848K 0.21% +85 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 3,677 $842K 0.56% 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,492 $838K 0.13% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 3,658 $837K 0.48% +516 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,658 $837K 0.48% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,657 $837K 0.02% -578 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,661 $836K <0.01% -26,689 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,642 $834K 0.08% +296 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,625 $830K 0.07% -39 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,613 $827K 0.17% +1,055 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,601 $824K 0.04% +143 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,580 $820K 0.03% -353 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3,578 $819K 0.24% -112 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,577 $819K 0.18% -634 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,553 $813K 0.02% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,545 $812K 0.23% +1,053 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,537 $810K 0.29% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,520 $807K 0.01% -181 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,517 $805K 0.04% -577 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,517 $805K 0.06% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,518 $805K 0.05% new 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,508 $803K 0.14% +126 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,408 $803K 0.03% +396 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 3,500 $802K 0.44% 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,502 $802K 0.12% +8 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,473 $795K 0.04% -553 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,470 $794K 0.13% -2,300 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,469 $794K 0.04% +2,218 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,459 $792K 0.04% -260 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,455 $791K 0.04% +399 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,434 $787K 0.15% +2,060 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,433 $786K 0.01% +1,805 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,413 $781K 0.14% -125 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,413 $781K 0.28% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,411 $781K 0.36% +19 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,409 $780K 0.03% +1,662 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,383 $775K 0.05% +238 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,383 $774K 0.04% -313 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,369 $771K 0.3% +126 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 3,352 $767K 1.7% +673 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,349 $767K 0.15% -481 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,348 $766K 0.29% +36 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,348 $766K 0.66% +46 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,339 $764K 0.09% -61 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,319 $760K 0.1% +64 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,300 $755K 0.1% -453 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,296 $754K 0.06% -264 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,286 $753K 0.14% +2,226 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,287 $752K 0.01% +1,022 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,276 $750K 0.21% -94 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 3,265 $747K 0.01% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,263 $747K 0.09% -69 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,259 $746K 0.04% -169 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,889 $746K 0.04% -9 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,258 $746K 0.04% -961 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,256 $745K 0.21% -249 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,248 $744K 0.02% -315 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,244 $743K 0.08% -39 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,234 $740K 0.2% +5 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,223 $738K 0.1% -49 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,219 $737K 0.37% +46 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,217 $736K 0.11% -18 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,203 $733K 0.08% -88 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,199 $732K 0.03% 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,196 $732K 0.22% +104 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,194 $731K 0.12% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,192 $731K 0.12% -1,343 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,156 $723K 0.05% +473 13F-HR/A Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,149 $721K 0.14% -5 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,133 $717K 0.02% -49 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,124 $715K <0.01% +875 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,114 $713K 0.08% -10 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,113 $713K 0.02% -239 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,110 $712K 0.03% +121 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,101 $710K 0.09% +128 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,062 $701K 0.29% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,057 $700K 0.07% 0 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 3,039 $697K 0.3% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 3,040 $696K 0.59% -410 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,037 $695K 0.18% +36 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,035 $695K 0.1% +335 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,026 $693K 0.07% -56 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,019 $691K 0.21% +405 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,014 $690K 0.37% 0 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 3,000 $687K 0.18% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 2,997 $686K 0.3% -29 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,984 $683K 0.09% -3,002 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,984 $683K 0.03% -221 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,973 $681K 0.04% +42 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,972 $680K 0.03% +698 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,971 $680K 0.23% +1,096 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,970 $680K 0.04% +5 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,963 $678K 0.02% +305 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,958 $677K 0.28% +714 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,956 $677K 0.01% +76 13F-HR/A Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,947 $675K 0.4% -100 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,859 $674K -10,629 Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,940 $673K 0.13% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,935 $672K 0.2% +482 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,930 $671K 0.01% +1,020 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,925 $670K 0.09% -39 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,926 $669K 0.17% +265 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,919 $668K 0.14% -20 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,915 $667K 0.08% +74 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 3,037 $667K 0.14% -8,194 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,909 $666K 0.04% -95 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,897 $663K 0.28% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,863 $655K 0.03% +98 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 2,860 $655K 0.15% 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,861 $655K 0.45% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,861 $655K 0.05% +362 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,847 $652K 0.04% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,846 $652K 0.16% -4,723 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,846 $652K 0.21% -285 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,829 $648K 0.24% +559 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 2,808 $643K 0.33% -45 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,984 $642K <0.01% -277 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,800 $641K 0.32% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,796 $640K 0.05% +1,284 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,796 $640K 0.03% +173 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,796 $640K 0.03% +752 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,792 $639K 0.19% 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,782 $638K 0.01% -1,874 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,778 $636K 0.07% -46 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 2,778 $636K 1.43% -169,550 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 2,775 $635K 0.55% 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,772 $635K 0.06% +198 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,763 $633K 0.19% +305 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,745 $628K 0.03% -334 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,928 $627K 0.02% -445 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,740 $627K 0.21% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,732 $625K 0.12% +681 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,731 $625K 0.06% +548 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,726 $624K 0.48% +207 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,726 $624K 0.04% +7 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,723 $623K 0.06% +272 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,697 $617K 0.47% -28 13F-HR Timeline