United Advisor Group, LLC More: the full row for United Advisor Group, LLC 19,863 $383K 0.05% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 19,767 $382K 0.01% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 19,750 $381K 0.04% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 19,724 $381K 0.1% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 19,715 $380K 0.15% +348 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 19,679 $380K 0.06% -24,791 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 19,617 $379K 0.06% -7,037 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 19,903 $378K 0.12% +1,029 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 19,500 $376K 0.32% +3,500 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 19,400 $374K 0.07% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 19,274 $372K 0.1% +2,279 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 19,200 $371K 0.07% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 19,176 $370K 0.01% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 19,162 $370K 0.04% +5,498 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 19,150 $370K 0.16% +161 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 19,104 $369K 0.21% +2,508 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 19,003 $367K 0.04% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18,952 $366K <0.01% +3,381 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 18,664 $366K 0.06% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 18,920 $365K 0.03% +1,800 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 18,882 $364K 0.03% +71 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 18,867 $364K 0.02% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 18,846 $364K 0.14% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 18,825 $363K 0.02% +2,991 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 18,800 $363K 0.02% 0 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 18,944 $362K 0.05% -779 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 18,713 $361K 0.06% new 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 18,712 $361K 0.13% +1,283 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 18,665 $360K 0.21% +8 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 18,635 $360K 0.11% -90 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 18,620 $359K 0.04% new 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 18,553 $359K 0.01% +1,046 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 18,437 $356K 0.04% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 18,428 $356K 0.07% +120 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 18,399 $355K 0.04% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 18,067 $353K 0.12% +2,007 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 18,249 $352K <0.01% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 18,147 $350K 0.09% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 18,127 $350K <0.01% -4,675 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 18,089 $349K 0.06% +1,350 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 18,055 $348K 0.04% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 18,040 $348K 0.12% +35 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 18,014 $348K 0.07% 0 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 17,878 $345K 0.03% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 17,050 $343K 0.03% -1,097 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 17,712 $342K 0.04% +3,000 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 17,633 $340K 0.01% +4,206 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 17,539 $339K <0.01% +3,900 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 17,500 $338K 0.21% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 17,450 $337K 0.04% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 20,391 $336K 0.14% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 17,398 $336K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 17,397 $336K 0.02% +568 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 17,321 $334K 0.07% +271 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 17,307 $334K 0.13% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 17,294 $334K 0.07% -2,044 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 17,269 $333K 0.07% +1,182 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 16,260 $332K 0.18% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 17,146 $331K 0.04% +6,750 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 17,135 $331K 0.04% 0 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 17,080 $330K 0.13% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 17,054 $329K 0.21% +2,379 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 17,054 $329K 0.09% +1,788 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 17,008 $328K 0.11% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 16,982 $328K 0.04% -1,641 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 16,948 $327K 0.07% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 16,935 $327K 0.08% +135 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 16,898 $326K 0.02% +132 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 16,873 $326K 0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 17,250 $326K 0.01% -1,149 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 16,850 $325K 0.01% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 16,739 $323K 0.07% +1,582 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 16,714 $323K 0.19% +626 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 16,700 $322K 0.18% +287 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 16,667 $322K 0.04% +74 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,604 $320K 0.01% -501 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 16,573 $320K 0.05% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 16,546 $319K 0.1% +1,160 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 16,540 $319K 0.09% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 16,433 $317K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 16,416 $317K 0.02% -2,032 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 16,401 $317K 0.06% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 16,394 $316K 0.2% +210 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 16,388 $316K 0.15% 0 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 15,500 $316K 0.24% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 16,367 $316K 0.07% +7,187 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 16,353 $316K 0.16% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,176 $312K -1,685 Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 16,150 $312K 0.05% -696 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,140 $311K <0.01% -183 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 16,112 $311K 0.08% new 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 16,033 $309K 0.3% +2,447 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 16,001 $309K 0.1% +501 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 16,000 $309K 0.11% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 15,928 $307K 0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 15,896 $307K <0.01% -1,721 13F-HR Timeline CNB Bank More: the full row for CNB Bank 15,900 $307K 0.13% +5,000 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 15,875 $306K <0.01% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,871 $306K <0.01% -972 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 15,828 $305K 0.03% -1,874 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 15,742 $304K 0.29% -167 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 15,700 $303K 0.09% -2,000 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 15,641 $302K 0.01% +2,100 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 15,600 $301K 0.36% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 15,590 $301K 0.06% -3,000 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 15,580 $301K 0.22% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 15,316 $300K 0.01% 0 13F-HR Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 15,540 $300K 0.06% 0 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 15,500 $299K 0.12% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 15,477 $299K 0.02% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 15,457 $298K <0.01% +593 13F-HR/A Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 15,432 $298K 0.02% 0 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 15,421 $298K 0.03% -16,126 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 15,401 $297K 0.08% +5,318 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 15,288 $296K 0.07% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,325 $296K 0.03% -3,357 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 15,182 $293K 0.16% +1,077 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 15,175 $293K 0.02% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 15,130 $292K 0.05% -635 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15,079 $291K <0.01% +50 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 15,000 $290K 0.01% new 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 15,000 $290K 0.2% -5,500 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 14,940 $288K 0.23% -425 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 14,935 $288K <0.01% +14,657 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,880 $287K 0.01% +952 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 15,000 $285K 0.06% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 14,731 $284K 0.04% +245 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 14,693 $284K 0.02% +1,248 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 14,635 $282K 0.27% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 14,551 $281K 0.13% +44 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 14,696 $280K 0.01% +9 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 14,439 $279K 0.01% +62 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 14,423 $278K 0.14% -537 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 14,400 $278K 0.07% +2,550 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 14,350 $277K 0.2% -1,500 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 14,258 $275K 0.02% -500 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 14,189 $274K 0.08% +190 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 14,185 $274K 0.14% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 14,141 $273K 0.14% -981 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 14,071 $272K 0.06% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 14,066 $271K 0.03% 0 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 14,000 $270K 0.17% -1,000 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 13,953 $269K 0.03% new 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 13,885 $268K <0.01% 0 13F-HR/A Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 13,845 $267K 0.02% +69 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 13,814 $267K 0.09% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 13,776 $266K 0.03% -1,105 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 13,596 $262K 0.11% +1,484 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 13,575 $262K 0.05% +40 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 13,562 $262K 0.19% +263 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 13,558 $262K 0.13% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 13,520 $261K 0.15% -450 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 13,490 $260K 0.15% 0 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 14,360 $260K 0.03% +1,150 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 13,436 $259K 0.14% -3,369 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 13,328 $257K 0.01% +64 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 13,320 $257K 0.06% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 13,315 $257K 0.07% +223 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,291 $257K 0.08% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 13,275 $256K 0.12% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,263 $256K 0.01% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 13,238 $255K 0.06% +22 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,487 $255K 0.01% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 13,513 $255K 0.12% -643 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 13,200 $255K 0.25% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 13,140 $254K 0.05% -1,250 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 13,105 $253K <0.01% +8,051 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 13,080 $252K 0.1% +2,877 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 13,055 $252K <0.01% -2,373 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 13,007 $251K 0.01% +33 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 12,987 $251K 0.1% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 12,910 $250K 0.14% +79 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 12,930 $250K 0.23% +530 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,890 $249K 0.01% +2,851 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 12,818 $247K 0.07% -702 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,797 $247K 0.02% +2,127 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 12,701 $245K 0.21% -2,799 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 12,686 $245K 0.12% +218 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 12,671 $245K 0.04% -400 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 12,600 $243K 0.08% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,561 $242K <0.01% -2,861 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 12,560 $242K 0.06% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,559 $242K 0.01% +15 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 12,529 $242K 0.02% -831 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 12,500 $241K 0.02% 0 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 12,279 $241K 0.18% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,434 $240K 0.02% -78 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,400 $239K 0.03% +1,900 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 12,400 $239K 0.07% +400 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 12,397 $239K 0.05% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 12,394 $239K 0.02% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 12,333 $238K 0.13% -6,109 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 12,318 $238K 0.09% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 12,300 $237K 0.02% 0 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 12,300 $237K 0.67% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 12,290 $237K 0.02% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,262 $237K 0.01% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 12,205 $236K 0.19% -708 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 12,186 $235K 0.09% -92 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 12,004 $232K 0.08% 0 13F-HR Timeline