Weil Company, Inc. More: the full row for Weil Company, Inc. 19,983 $382K 0.07% +20 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19,935 $381K 0.01% +9 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 19,910 $381K 0.03% +23 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 19,863 $380K 0.04% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 19,750 $378K 0.03% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 19,623 $375K 0.02% -3,454 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 19,500 $373K 0.14% -4,360 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 19,394 $371K 0.02% +527 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 19,304 $369K 0.14% +154 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 19,277 $369K <0.01% +1,150 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 19,200 $367K 0.06% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 19,162 $366K 0.04% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 19,120 $366K <0.01% +1,581 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 19,003 $363K 0.04% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 18,920 $362K 0.03% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 18,846 $360K 0.13% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 18,835 $360K 0.01% +2,231 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 18,789 $359K 0.05% -2,300 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 18,783 $359K 0.07% +2,416 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 18,735 $358K 0.11% +23 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 18,697 $357K 0.16% -6,248 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 18,673 $357K 0.2% +8 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 18,664 $356K 0.04% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 18,604 $356K 0.03% -16 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 18,558 $355K <0.01% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 18,500 $354K 0.1% +2,499 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 18,494 $354K 0.05% -219 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 18,459 $353K 0.09% -176 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 18,437 $353K 0.04% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 18,422 $352K 0.06% -6 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 18,399 $352K 0.03% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 18,251 $351K 0.03% +1,201 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 18,330 $350K 0.01% +16,500 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 18,249 $349K <0.01% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 18,089 $346K 0.05% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 18,074 $346K 0.08% +34 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 18,055 $345K 0.04% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 18,035 $345K 0.05% +21 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 17,844 $341K <0.01% -4,025 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 16,769 $341K 0.01% -1,784 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 17,797 $340K 0.01% +164 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 17,789 $340K 0.02% +3,096 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 17,715 $339K 0.05% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 17,630 $337K 0.01% +233 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 17,584 $336K 0.06% +263 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 17,550 $336K 0.08% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 16,125 $335K 0.02% +648 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 17,502 $335K 0.06% +16,702 13F-HR/A Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 17,500 $335K 0.02% +2,068 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 17,500 $335K 0.2% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 17,492 $334K 0.08% -655 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 17,492 $334K 0.02% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 17,450 $334K 0.04% 0 13F-HR/A Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 17,360 $332K 0.06% +91 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 17,338 $332K 0.14% +284 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 17,307 $331K 0.1% 0 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 15,500 $330K 0.18% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 17,251 $330K 0.01% +1 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 17,246 $330K 0.03% -3,338 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 17,222 $329K 0.15% -1,882 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 17,080 $327K 0.11% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 17,079 $327K 0.24% +1,337 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 17,008 $325K 0.1% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 16,977 $325K 0.16% +277 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 16,948 $324K 0.06% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 16,935 $324K 0.07% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 16,850 $322K 0.01% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 16,739 $320K 0.03% +72 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 16,696 $319K 0.01% +14,696 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 16,601 $317K 0.01% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 16,546 $316K 0.08% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 16,460 $315K 0.03% -522 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 16,433 $314K 0.02% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 16,433 $314K 0.06% -306 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 16,416 $314K 0.02% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 16,401 $314K 0.05% 0 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 16,353 $313K 0.14% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 16,320 $312K 0.16% -394 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 16,130 $308K 0.05% +1,000 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 16,072 $307K 0.03% +244 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $307K 0.07% 0 13F-HR Timeline Amount filed as zero, left out of ratios. LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 16,009 $306K 0.16% -385 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 16,000 $306K 0.09% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 15,978 $305K 0.04% -172 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 15,929 $305K <0.01% +54 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15,924 $304K <0.01% -216 13F-HR Timeline CNB Bank More: the full row for CNB Bank 15,900 $304K 0.12% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 15,864 $303K <0.01% +407 13F-HR/A Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 15,818 $302K 0.25% -215 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 15,805 $302K 0.07% +404 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 15,760 $301K 0.16% -500 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 15,752 $301K 0.02% -1,146 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 15,748 $301K 0.02% -2,130 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 15,700 $300K 0.08% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 15,524 $300K 0.02% +1,571 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 15,641 $299K 0.01% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 15,580 $298K 0.21% 0 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 15,546 $297K 0.09% +46 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 15,540 $297K 0.06% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 15,519 $297K 0.01% -1,879 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 15,450 $295K 0.14% +268 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 15,417 $295K 0.13% +1,232 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 15,406 $295K 0.02% +1,561 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,325 $293K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,335 $293K <0.01% +400 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 15,288 $293K 0.05% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 15,295 $292K 0.02% -56,273 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 15,316 $292K 0.01% 0 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 15,209 $291K 0.04% -4,408 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 15,206 $291K 0.05% -384 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 15,171 $290K 0.01% +2,281 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 15,220 $290K 0.06% +1,900 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 15,175 $290K 0.02% 0 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 15,000 $287K 0.01% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 15,000 $287K 0.13% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 15,000 $287K 0.05% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 14,969 $286K 0.03% +238 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 14,594 $279K 0.12% +43 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 13,865 $279K 0.03% -495 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,142 $278K 0.01% -10,170 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 14,500 $277K <0.01% +4,499 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 14,490 $277K <0.01% +51 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 14,485 $277K 0.01% -211 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 14,449 $276K <0.01% -1,422 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 14,388 $275K 0.12% -2,000 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 14,352 $274K 0.06% +163 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 13,488 $274K 0.15% +2,182 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 14,287 $273K 0.01% +29 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 14,263 $273K 0.06% -5,805 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,232 $272K 0.03% -14,774 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 14,226 $272K <0.01% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 14,181 $271K 0.12% +40 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 14,176 $271K 0.01% -130,691 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 14,100 $270K 0.12% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 14,081 $269K <0.01% -1,815 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 14,050 $269K 0.16% -300 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 14,033 $268K 0.11% -65,332 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 13,987 $267K 0.07% +3,134 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,940 $266K 0.02% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 13,885 $265K <0.01% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 13,834 $265K 0.07% -3,220 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 13,814 $264K 0.07% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 13,776 $263K 0.02% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 13,775 $263K 0.1% +500 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 13,771 $263K 0.07% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,720 $262K 0.01% +457 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 13,659 $261K 0.13% +223 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 13,613 $260K 0.03% +38 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 13,166 $259K 0.12% +256 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 13,562 $259K 0.18% 0 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 13,558 $259K 0.11% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 13,539 $259K 0.13% +19 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 13,531 $259K 0.06% +216 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 13,514 $258K 0.11% +1 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 13,439 $257K 0.21% +509 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 13,428 $257K <0.01% -2,500 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 13,420 $257K 0.15% -70 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 13,410 $256K <0.01% +1,815 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 13,390 $256K 0.01% +62 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 13,295 $256K 0.09% +1,109 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 13,340 $255K 3.53% +2,001 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 13,297 $254K 0.09% +217 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,291 $254K 0.07% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,157 $254K 0.04% +625 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 13,261 $254K 0.13% +928 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 13,258 $253K 0.05% +20 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 13,214 $253K 0.05% -2,898 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,189 $252K <0.01% +1,946 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 13,076 $250K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,047 $249K 0.01% +250 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 13,036 $249K 0.07% +218 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 13,038 $249K 0.01% +31 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 13,005 $249K 0.04% -135 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 12,987 $248K 0.09% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 12,913 $247K 0.18% +708 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 12,904 $247K 0.02% +510 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 12,896 $247K 0.1% +210 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,772 $244K 0.01% +213 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 12,721 $243K 0.16% +20 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 12,671 $242K 0.04% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 12,212 $242K 0.18% -67 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 12,600 $241K 0.08% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 12,577 $240K 0.02% -1,489 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,555 $240K <0.01% -500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 12,500 $239K 0.02% 0 13F-HR Timeline Group Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 12,468 $238K 0.06% -17,333 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,455 $238K 0.02% +21 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 11,059 $238K 0.05% 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 12,423 $238K 0.1% -2,000 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,400 $237K 0.04% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 12,400 $237K 0.06% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 12,397 $237K 0.06% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 12,347 $236K <0.01% new 13F-HR Timeline First Trust Capital Management L.P. More: the full row for First Trust Capital Management L.P. 12,346 $236K 0.01% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 12,300 $235K 0.02% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 12,104 $231K 0.01% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 12,084 $231K 0.15% +151 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 12,021 $230K 0.08% +1,021 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 12,020 $230K 0.03% +146 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 12,004 $230K 0.07% 0 13F-HR Timeline