DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 10,481 $1.01M 1.21% -2,739 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 10,472 $1.01M 0.13% 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 10,471 $1.01M 0.14% +973 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 10,469 $1.01M 0.15% +265 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 10,462 $1.01M 0.44% +171 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,462 $1.01M 0.17% -3,419 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 9,703 $1.01M 0.28% -406 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,458 $1.01M 0.07% -193 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 10,450 $1.01M 0.17% -365 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,422 $1M 0.06% -523 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 10,413 $1M 0.32% +1,300 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 10,397 $1M 0.5% -56 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10,363 $999K 0.16% -110 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 10,361 $999K 0.33% +2,068 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 10,359 $998K 0.27% -678 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 10,359 $998K 0.09% -400 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10,355 $998K 0.03% -369 13F-HR/A Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 10,317 $994K 0.15% -87 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 10,303 $993K 0.34% -590 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 10,298 $993K 0.17% -2,072 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,285 $991K 0.07% -494 13F-HR Timeline Group ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 10,269 $990K 0.12% -369 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 10,082 $972K 0.81% +7,548 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,077 $971K 0.08% -260 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 10,059 $969K 0.08% -5,668 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 10,044 $968K 0.04% -888 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 10,000 $964K 0.14% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 10,000 $964K 0.71% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 9,990 $963K 0.16% +3,024 13F-HR Timeline Group BANK OF STOCKTON More: the full row for BANK OF STOCKTON 9,987 $963K 0.3% +1,642 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,960 $960K 0.09% -296 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,925 $957K 0.06% -261 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 9,921 $956K 0.57% -200 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,912 $955K 0.02% -966 13F-HR Timeline Group PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 9,900 $954K 0.37% +900 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 9,892 $953K 0.1% +392 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 9,873 $952K 0.09% +668 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,867 $951K 0.07% +381 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 9,858 $950K 0.66% -4,560 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 9,829 $947K 0.49% +69 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 9,760 $941K 0.71% -30 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 9,750 $940K 0.02% +397 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 9,742 $939K 0.26% -7,433 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 9,738 $939K 0.2% -2 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 9,699 $935K 0.2% -1,823 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 9,684 $933K 0.15% -1,194 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 9,675 $933K 0.04% -453 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 9,671 $932K 0.45% +396 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 9,665 $932K 0.01% -813 13F-HR Timeline Group Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 9,665 $932K 0.97% +40 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 9,649 $930K 0.32% +953 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 9,859 $930K 0.18% +65 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 9,621 $927K 0.47% +3,521 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 9,603 $926K 0.47% +276 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,588 $924K 0.09% +6,049 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 9,580 $923K 0.1% +910 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,572 $923K 0.05% +488 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 9,568 $922K 0.82% +514 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 9,568 $922K 0.29% -1,551 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 8,994 $921K 0.31% -252 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 9,544 $920K 0.45% -1 13F-HR Timeline 111 Capital More: the full row for 111 Capital 9,529 $918K 0.23% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,057 $917K 0.04% -3,239 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 9,507 $916K 0.11% -41 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 9,489 $915K 0.23% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 9,470 $913K 0.1% -564 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. 9,430 $909K 0.12% -395 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 9,160 $906K 0.08% -838 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,326 $899K 0.03% -733 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 9,308 $897K 0.1% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,301 $896K 0.02% +123 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 9,300 $896K 0.12% -286 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9,287 $895K 0.39% -118 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,286 $895K 0.05% -223 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 9,273 $894K 0.19% +5 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 9,266 $893K 0.01% -76,034 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,265 $893K 0.01% -24,943 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 9,251 $892K 0.3% +221 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 9,250 $892K 0.05% -341 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,231 $890K 0.05% +90 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,228 $889K 0.2% -235 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 9,228 $889K 0.2% -2,724 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,224 $889K 0.06% +654 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 9,211 $888K 0.19% -2,678 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 9,192 $888K 0.56% +100 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 9,206 $887K 0.14% +7,282 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 9,200 $887K 0.06% -498 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 9,179 $885K 0.68% -714 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 9,176 $884K 0.13% -1,423 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 9,138 $881K 0.52% +31 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 9,115 $879K 0.37% -773 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 9,107 $878K 0.04% new 13F-HR Timeline Group ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 9,059 $873K 0.09% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 9,012 $869K 0.26% -346 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,311 $867K 0.06% -178 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 8,973 $865K 0.31% +84 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 8,933 $861K 0.13% +1,790 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 8,874 $855K 0.11% -30,820 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,866 $855K 0.07% -4,791 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 8,847 $853K 0.11% -507 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 8,847 $853K 0.11% -468 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 8,845 $853K 0.5% -522 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 8,842 $852K 0.14% +165 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,857 $852K 0.05% -1,398 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 8,830 $851K 0.29% +812 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,841 $851K 0.47% +171 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 8,822 $850K 0.21% -1,700 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 8,805 $849K 0.18% +8,731 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 8,715 $844K 0.2% -472 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 8,751 $843K 0.05% -684 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 8,744 $843K 0.13% +3,166 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 8,743 $843K 0.08% -165 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 8,729 $841K 0.19% +2,705 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 8,698 $838K 0.69% -4,539 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 8,690 $838K 0.11% -152 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,685 $837K 0.74% +300 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 8,671 $836K 0.23% -36 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,665 $836K 0.02% +317 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 8,669 $836K 0.81% -918 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 8,638 $833K 0.06% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,625 $831K 0.06% -3,014 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 8,614 $830K 0.06% -688 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 8,613 $830K 0.45% -768 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,604 $829K 0.22% -3,042 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 8,547 $824K 0.07% 0 13F-HR Timeline Group Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 8,544 $824K 0.78% -928 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,534 $822K 0.58% -116 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 8,517 $821K 0.41% +55 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 8,507 $820K 0.55% +3,817 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 8,504 $820K 0.13% -33,700 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,474 $817K 0.11% -364 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,473 $817K 0.07% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 8,450 $814K 0.17% -329 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,450 $814K 0.11% +1,281 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 8,444 $814K 0.17% -437 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,439 $813K 0.11% -70 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 8,432 $813K 0.08% 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,364 $806K 0.19% -2,100 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8,359 $806K 0.29% -246 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,353 $805K 0.21% -40 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 8,332 $803K 0.07% +248 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 8,330 $803K 0.07% -1,814 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,289 $799K 0.05% +683 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 8,275 $798K 0.1% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,268 $797K 0.04% +1,546 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 8,261 $796K 0.08% +2,671 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 8,256 $796K 0.42% +14 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 8,229 $793K 0.07% +230 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 8,220 $792K 0.01% -178 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 8,215 $792K 0.13% +5,215 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 8,214 $792K 0.24% -680 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 8,198 $790K 0.13% -520 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 8,186 $789K 0.08% +2,500 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 8,186 $789K 0.07% -3,863 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,183 $789K 0.07% +29 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 8,165 $787K 0.02% +1,105 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 8,159 $786K <0.01% -4,860 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 8,156 $786K 0.05% -1,117 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,150 $785K 0.05% -442 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 8,152 $785K 0.35% -659 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 8,141 $785K 0.01% -4,428 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 8,139 $784K 0.11% -286 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,135 $784K 0.1% 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,134 $784K 0.39% +95 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,107 $781K 0.15% -405 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 8,106 $781K 0.06% +42 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 8,087 $779K 0.08% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,045 $775K 0.01% -353,631 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 8,014 $772K 0.18% -2,250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 8,001 $771K 0.45% +1,900 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 7,264 $771K 0.67% -1,163 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 7,983 $769K 7.12% new 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 7,967 $768K 0.67% -50 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 7,964 $768K 0.26% +400 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 7,943 $766K 0.26% -2,180 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 7,934 $765K 0.11% 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 7,925 $764K 0.49% -562 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 7,922 $764K 0.23% -2,560 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 7,910 $762K 0.04% +3,344 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,874 $759K 0.27% -310 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 7,872 $759K 0.01% new 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 7,860 $758K 0.02% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,826 $754K 0.04% +78 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 7,819 $754K 0.04% -38 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 7,808 $753K 0.24% +558 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 7,782 $750K 0.03% -77,993 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,745 $748K 0.17% -19 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 7,752 $747K 0.12% +2,117 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 7,744 $746K 0.23% -15 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 7,742 $746K 0.25% +1,525 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,731 $745K 0.28% new 13F-HR Timeline P.A.W. CAPITAL CORP More: the full row for P.A.W. CAPITAL CORP 7,785 $745K 0.6% new 13F-HR/A Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,703 $742K 0.06% -770 13F-HR Timeline GLP Holdings LLLP More: the full row for GLP Holdings LLLP 7,700 $742K 0.76% 0 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 7,695 $742K 0.02% -2,750 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 7,693 $741K 0.06% -292 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,455 $740K 0.09% +1,030 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,631 $735K 0.01% +1,534 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,606 $733K 0.17% -182 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 7,600 $732K 0.1% -10,275 13F-HR Timeline