Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 11,364 $1.29M 0.14% +72 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 11,314 $1.29M <0.01% -152 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 11,223 $1.29M 0.71% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,296 $1.29M 0.06% +1,631 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 11,293 $1.28M 0.14% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 11,646 $1.28M 0.29% +3,060 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 11,205 $1.27M 0.47% -222 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 11,204 $1.27M 0.68% 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 11,177 $1.27M 0.09% -25,591 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 11,159 $1.27M 0.14% -2,777 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 11,106 $1.27M 0.08% new 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 11,123 $1.27M 0.85% -17,033 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 11,119 $1.27M 0.39% -1,278 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 11,097 $1.26M 0.11% -2,150 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 11,310 $1.26M 1.13% 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 11,037 $1.26M 0.32% -2,789 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,945 $1.25M 0.07% -885 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 10,932 $1.24M 0.05% -908 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 10,928 $1.24M 0.35% +10,376 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 10,896 $1.24M 0.45% -280 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 10,893 $1.24M 0.43% -825 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,878 $1.24M 0.02% -579 13F-HR Timeline Group BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 10,878 $1.24M 0.19% -515 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 10,864 $1.24M 0.07% -40 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 10,838 $1.23M 0.07% +2,128 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 10,817 $1.23M 0.48% -900 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 10,815 $1.23M 0.17% -10,312 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,795 $1.23M 0.06% -5,765 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10,724 $1.23M 0.03% -145 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,779 $1.23M 0.1% +651 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 10,759 $1.22M 0.1% -2,188 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 10,671 $1.21M 0.61% -1,550 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 10,669 $1.21M 0.25% new 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 10,668 $1.21M <0.01% -225 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,651 $1.21M 0.07% -319 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 10,638 $1.21M 0.14% -423 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,622 $1.21M 0.88% -45 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,616 $1.21M 0.06% -2,545 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 10,599 $1.21M 0.17% -4,350 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 10,578 $1.2M 0.35% +59 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 10,566 $1.2M 0.44% 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 10,567 $1.2M 0.31% 0 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 10,622 $1.2M 0.75% +234 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 10,522 $1.2M 0.3% +380 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10,473 $1.2M 0.23% +3,120 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 10,482 $1.19M 0.37% -1,880 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 10,478 $1.19M 0.02% +9,915 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 10,464 $1.19M 0.27% -251 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,462 $1.19M 0.03% -636 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 10,453 $1.19M 0.58% +168 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,452 $1.19M 0.02% -605 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 10,445 $1.19M 0.03% +1,375 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 10,404 $1.18M 0.17% +516 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,337 $1.18M 0.09% +136 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 10,332 $1.18M 0.28% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,255 $1.17M 0.05% -669 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 10,291 $1.17M 0.5% +224 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 10,264 $1.17M 0.25% -961 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 10,360 $1.17M 0.1% -734 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,256 $1.17M 0.12% -680 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,224 $1.16M 0.34% -3,388 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 10,213 $1.16M 0.08% new 13F-HR Timeline Group BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 10,204 $1.16M 0.17% -161 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,186 $1.16M 0.07% -281 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,177 $1.16M 0.07% -157 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 10,144 $1.15M 0.09% -52 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 10,128 $1.15M 0.04% +76 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 10,123 $1.15M 0.38% -343 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 10,121 $1.15M 0.7% -1,820 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 10,109 $1.15M 0.34% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,059 $1.14M 0.04% -875 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 10,042 $1.14M 0.13% +1,140 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 10,034 $1.14M 0.12% -1,475 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 9,998 $1.14M 0.1% +385 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 10,000 $1.14M 0.23% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 10,000 $1.14M 0.81% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,927 $1.13M 0.08% -184 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,921 $1.13M 0.18% +642 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 9,893 $1.13M 0.82% -623 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 9,888 $1.12M 0.42% -1,461 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 9,847 $1.12M 0.27% -70 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 9,825 $1.12M 0.15% -411 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 9,794 $1.11M 0.21% -576 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 9,790 $1.11M 0.78% -189 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 9,760 $1.11M 0.59% -1,800 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 9,740 $1.11M 0.22% -6,000 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 9,703 $1.1M 0.02% -45,993 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 9,698 $1.1M 0.08% +510 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,680 $1.1M <0.01% +658 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 9,625 $1.1M 1.09% -36 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,596 $1.09M 0.05% -5,544 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 9,591 $1.09M 0.06% -133 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 9,587 $1.09M 0.96% 0 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 9,587 $1.09M 0.43% 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 9,586 $1.09M 0.15% -205 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 9,472 $1.09M 1.01% -1,027 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 9,548 $1.09M 0.15% -90 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 9,545 $1.09M 0.54% -635 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,509 $1.08M 0.06% +2,414 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 9,500 $1.08M 0.11% +1,170 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 9,498 $1.08M 0.18% +165 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 9,488 $1.08M 0.39% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,486 $1.08M 0.08% -1,975 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 9,486 $1.08M 0.04% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9,405 $1.08M 0.44% -123 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 9,466 $1.08M 0.14% -191 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 9,464 $1.08M 0.04% -114 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,463 $1.08M 0.25% -1,527 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 9,381 $1.07M 0.57% -3,652 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 9,435 $1.07M 0.07% -202 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,430 $1.07M 0.08% +499 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 9,418 $1.07M 0.12% +1,851 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 9,367 $1.07M 0.61% +95 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 9,364 $1.07M 0.17% -8,198 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 9,358 $1.06M 0.35% -133 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 9,354 $1.06M 0.15% +682 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 9,353 $1.06M 0.02% -118 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 9,327 $1.06M 0.54% -105 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 9,317 $1.06M 0.31% -862 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 9,315 $1.06M 0.11% +1,234 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 9,308 $1.06M 0.11% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 9,302 $1.06M 0.07% -1,004 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 9,275 $1.06M 0.67% +122 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 9,273 $1.06M 0.07% -2,459 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 9,268 $1.05M 0.24% -18 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,187 $1.05M 0.25% -1,566 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 9,092 $1.05M 0.66% -124 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 9,246 $1.05M 0.35% +400 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 9,205 $1.05M 0.14% +586 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 9,348 $1.05M 0.4% 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,178 $1.04M 0.03% -779 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,141 $1.04M 0.06% +619 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 9,113 $1.04M 0.35% +207 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 9,107 $1.04M 0.63% -272 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,084 $1.03M 0.05% +475 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 9,076 $1.03M 0.06% -55 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 9,059 $1.03M 0.1% 0 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 9,054 $1.03M 0.93% 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 9,030 $1.03M 0.34% -48 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 9,000 $1.02M 0.41% +1,500 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,987 $1.02M 0.05% +599 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,203 $1.02M 0.03% +337 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,953 $1.02M 0.05% -424 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 8,894 $1.02M 0.3% +852 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,942 $1.02M 0.23% -732 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 8,908 $1.01M 0.09% -265 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 8,889 $1.01M 0.36% +47 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 8,881 $1.01M 0.2% -1,547 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 8,842 $1.01M 0.13% -627 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,838 $1.01M 0.16% -443 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,670 $1M 0.51% -246 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 8,811 $1M 0.41% -852 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,807 $1M 0.09% -1,680 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 8,779 $999K 0.21% +374 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 8,776 $998K 0.32% -2,343 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 8,670 $993K 0.1% +856 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 8,718 $992K 0.16% -1,159 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 8,707 $991K 0.26% -749 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 8,696 $989K 0.36% +395 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 8,677 $987K 0.17% 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 8,673 $987K 0.01% -2,404 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,650 $984K 0.69% -47 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,641 $983K 0.11% +942 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 8,638 $983K 0.07% -3,162 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 8,573 $975K 0.28% -1,406 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,570 $975K 0.07% -788 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,509 $974K 0.13% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 8,547 $972K 0.08% +269 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 8,532 $971K 0.38% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 8,528 $970K 0.1% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 8,452 $970K 0.1% +1,989 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,512 $968K 0.18% -75 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 8,497 $967K 0.02% -1,415 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,489 $966K 0.07% +443 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,487 $966K 0.54% -711 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,473 $964K 0.08% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 8,473 $964K 0.08% +129 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 8,462 $963K 0.54% 0 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 8,456 $962K 0.22% 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 8,399 $962K 0.61% +992 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 8,449 $961K 0.03% -346 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 8,592 $960K 0.05% -1,712 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,427 $959K 0.06% +204 13F-HR Timeline Group SPWM Advisors LLC More: the full row for SPWM Advisors LLC 8,427 $959K 0.92% 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 8,425 $958K 0.13% +1,029 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 8,398 $955K 0.01% -54 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,393 $955K 0.25% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,393 $955K 0.04% +407 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,385 $954K 0.81% -125 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,352 $951K 0.08% -65 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,348 $950K 0.03% +39 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 8,345 $949K 0.27% -369 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 8,314 $946K 0.21% +1,000 13F-HR Timeline Bright Futures Wealth Management, LLC. 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