Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,470 $636K 0.03% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,459 $633K 0.08% +1,425 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,458 $633K 0.05% +119 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,447 $630K 0.13% -248 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 2,442 $629K 0.53% +4 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,438 $628K 0.85% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,436 $627K 0.01% -893 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,435 $627K 0.23% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,433 $626K 0.07% +7 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,431 $626K 0.47% +1 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,428 $625K 0.07% +154 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,425 $624K 0.12% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 2,424 $624K 0.14% +955 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,419 $623K 0.26% +175 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,417 $622K 0.04% +5 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,413 $621K 0.43% +87 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,412 $621K 0.09% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,410 $621K 0.18% +826 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,407 $620K 0.09% +292 13F-HR/A Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,400 $618K 0.31% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,399 $617K 0.29% -32 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,395 $616K 0.25% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,389 $615K 0.25% -89 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,387 $614K 0.15% -315 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 2,386 $614K 0.44% -9 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,385 $614K 0.12% +163 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,382 $613K 0.09% -3 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,383 $613K 0.01% +723 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,378 $612K 0.41% +1 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,373 $611K 0.14% -40 13F-HR/A Timeline UNITED BANK More: the full row for UNITED BANK 2,369 $610K 0.07% -25 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,361 $608K 0.05% +601 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,360 $607K 0.33% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,345 $604K 0.14% +154 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,342 $603K 0.08% -549 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,342 $603K 0.08% +3 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,337 $602K 0.22% -112 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,337 $602K 0.08% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,337 $602K 0.11% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,336 $601K 0.34% -356 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,335 $601K 0.09% -25 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,334 $601K 0.17% -16 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,334 $601K 0.05% -3 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,333 $600K 0.02% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,995 $600K 0.34% 0 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 4,516 $599K 0.89% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,322 $598K 0.43% +126 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,321 $597K 0.01% -100 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,317 $596K 0.01% -110 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,314 $596K 0.07% +580 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 2,309 $594K 0.56% -94 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,309 $594K 0.24% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 8,559 $594K 0.04% +6,855 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,300 $592K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,292 $590K 0.2% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,292 $590K 0.22% -93 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,280 $587K 0.08% -88 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,280 $587K 0.02% +154 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,276 $586K 0.22% +452 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 2,273 $585K 0.52% +42 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,265 $583K 0.29% 0 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,263 $582K 0.21% +250 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,263 $582K 0.09% -38 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,250 $579K 0.23% -110 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,250 $579K 0.35% -37 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,247 $579K 0.33% +190 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 2,246 $578K 0.29% -50 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,246 $578K 0.05% -996 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,249 $578K 0.02% -53 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,242 $577K 0.04% -5 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,236 $576K 0.02% -40 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,236 $576K 0.1% +764 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2,236 $576K 0.25% +21 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,298 $575K 0.04% +36 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,230 $574K 0.32% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,225 $573K <0.01% new 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,220 $571K 0.13% -65 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,218 $571K 0.46% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,214 $570K 0.51% +97 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,214 $570K 0.49% -288 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 2,212 $569K 0.22% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,207 $568K 0.12% +3 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,207 $568K 0.16% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,205 $568K 0.17% -66 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,205 $568K 0.15% +122 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 2,203 $567K 0.1% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,203 $567K 0.23% -1,022 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,829 $566K 0.05% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,189 $563K 0.17% +129 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,183 $562K 0.07% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,178 $561K 0.69% +3 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,173 $559K 0.15% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,172 $559K 0.04% -308 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,169 $558K 0.07% +131 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,162 $556K 0.13% +765 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,157 $555K 0.15% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,156 $555K 0.13% -2,437 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,142 $551K 0.02% +500 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,142 $551K 0.32% +74 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,142 $551K 0.32% -25 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 2,137 $550K 0.1% 0 13F-HR Timeline Group OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 2,226 $550K 0.11% +420 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,135 $550K 0.13% +100 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,131 $548K 0.05% -16 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,126 $547K 0.25% -260 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,122 $546K 0.12% +1 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 2,115 $544K 0.06% -247 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 2,011 $544K 0.35% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,110 $543K 0.1% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,110 $543K 0.11% new 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,101 $542K 0.28% +39 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 2,104 $542K 0.16% -20,347 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,104 $542K 0.08% +157 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,103 $541K 0.13% -151 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 2,103 $541K 0.36% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,100 $541K 0.49% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,098 $540K 0.25% +232 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,097 $540K 0.24% +3 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,097 $540K 0.14% -68 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,096 $539K 0.12% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,094 $539K 0.44% -54 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,094 $539K 0.04% +6 13F-HR Timeline City State Bank More: the full row for City State Bank 2,090 $538K 0.17% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,089 $538K 0.4% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,085 $537K 0.34% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 2,085 $537K 0.23% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,082 $536K 0.03% -1,161 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,076 $534K 0.05% +42 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,072 $533K 0.02% -24 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,071 $533K 0.33% -14 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 2,066 $532K 0.27% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,066 $532K 0.08% +70 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,064 $531K 0.2% -6 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,060 $530K 0.08% +8 13F-HR/A Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 2,053 $528K 0.08% -25 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,050 $528K 0.02% +673 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,047 $527K 0.04% -2,183 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,044 $526K 0.06% +149 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,042 $526K 0.06% -56 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,040 $525K 0.41% +40 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,038 $525K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,033 $523K 0.04% -54 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,024 $521K 0.14% -41 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,020 $520K 0.06% -15 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,019 $520K 0.07% +28 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,019 $520K 0.06% +3 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,017 $519K 0.01% -4 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,017 $519K 0.24% +17 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,014 $518K 0.11% +723 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,026 $518K 0.04% +650 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,009 $517K 0.04% +135 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,002 $515K 0.25% 0 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 2,000 $515K 0.59% new 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,997 $514K 0.08% +91 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,996 $514K 0.12% +310 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 1,991 $512K 0.2% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,990 $512K 0.07% +34 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,989 $512K 0.06% +56 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,986 $511K 0.28% +774 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,978 $509K 0.44% -140 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,970 $507K 0.05% +41 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,970 $507K 0.15% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,970 $507K 0.1% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,969 $507K 0.04% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,964 $506K 0.19% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,963 $505K 1.56% 0 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 1,961 $505K 0.98% +48 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,959 $504K 0.11% -11 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,961 $504K 0.04% -3,555 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,958 $504K 0.02% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,958 $504K 0.09% +74 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,953 $503K 0.16% -1,949 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,951 $502K 0.06% +196 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,946 $501K 0.01% -407 13F-HR/A Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 1,933 $498K 0.03% +359 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,930 $497K 0.15% -4 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 1,930 $497K 0.46% -1,617 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 1,928 $496K 0.2% +45 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 1,925 $495K 0.13% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,917 $493K 0.22% -771 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 1,914 $493K 0.3% +29 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 1,913 $492K 0.52% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,911 $492K 0.08% +100 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,905 $490K 0.07% -268 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 1,967 $490K 0.2% new 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 1,901 $489K 0.18% +12 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,900 $489K 0.19% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,897 $488K 0.05% -149 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,896 $488K 0.08% -302 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,890 $485K 0.05% -500 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,883 $485K 0.08% +37 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,877 $483K 0.04% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,874 $482K 0.16% -72 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,874 $482K 0.24% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,867 $481K 0.05% +5 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,885 $480K -143 Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,862 $479K 0.03% +147 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,861 $479K 0.05% +631 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,912 $479K 0.1% -861 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,859 $478K 0.08% +114 13F-HR Timeline