Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1,990 $2.34M 0.51% -4 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,982 $2.33M 0.07% +41 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 1,981 $2.33M 0.7% -634 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,980 $2.33M 0.27% +728 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,979 $2.33M 0.09% -73 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,977 $2.32M 0.65% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,972 $2.32M 0.65% +675 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,967 $2.31M 0.13% +142 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,961 $2.3M 1.05% -383 13F-HR/A Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 1,956 $2.3M 1.35% 0 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 1,954 $2.3M 0.83% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,952 $2.29M 0.11% +462 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,951 $2.29M 0.24% +343 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,945 $2.29M 1.21% -832 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,942 $2.28M 0.17% +217 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,939 $2.28M 0.08% +589 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,938 $2.28M 0.4% +1 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,937 $2.28M 0.48% +70 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,936 $2.27M 0.14% -532 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,934 $2.27M 0.25% +36 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,931 $2.27M 1.05% +80 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,931 $2.27M 0.18% +12 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,926 $2.26M 0.31% +289 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,924 $2.26M 0.71% +862 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,919 $2.25M 0.13% +192 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,917 $2.25M 0.03% -70 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,917 $2.25M 0.89% +111 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,916 $2.25M 0.13% +1,143 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,915 $2.25M 0.13% -1,792 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,910 $2.24M 1.16% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,909 $2.24M 0.18% -61 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,908 $2.24M 0.77% -271 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,904 $2.24M 0.17% -468 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,896 $2.23M 0.48% +1,300 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,891 $2.22M 0.1% +134 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,889 $2.22M 0.32% +418 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,203 $2.22M 0.12% +946 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,882 $2.21M 1.03% -28 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,878 $2.21M 0.13% +224 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,866 $2.19M 0.14% +46 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,862 $2.19M 0.83% +51 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,849 $2.17M 0.43% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,838 $2.16M 0.3% -102 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,835 $2.16M 1.65% +51 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,822 $2.14M 0.19% +376 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,820 $2.14M 0.44% +475 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,819 $2.14M 0.08% +20 13F-HR Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,814 $2.13M 0.33% +160 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 1,812 $2.13M 1.04% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,810 $2.13M 0.17% -8,703 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,809 $2.13M 1.14% +8 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,808 $2.12M 0.2% -46 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,802 $2.12M 0.38% +4 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,801 $2.12M 1.05% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,801 $2.12M 0.21% -596 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 1,800 $2.12M 0.23% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,799 $2.11M 0.04% -35 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,798 $2.11M 0.16% +12 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,794 $2.11M 0.2% +1,524 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 1,790 $2.1M 1.73% +113 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,783 $2.09M 0.52% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,780 $2.09M 0.56% +78 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,779 $2.09M 0.19% +1,436 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,778 $2.09M 0.33% +100 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,776 $2.09M 0.13% +185 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,769 $2.08M 0.31% +406 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,769 $2.08M 0.03% +54 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,759 $2.07M 0.4% +115 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,757 $2.06M 0.2% -3 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,756 $2.06M 0.08% -338 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,749 $2.05M 0.13% +7 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,748 $2.05M 0.17% +84 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,747 $2.05M 0.28% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,743 $2.05M 0.25% -4 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,737 $2.04M 0.38% +978 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 1,733 $2.04M 0.49% +303 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,728 $2.03M 0.07% +75 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,724 $2.03M 0.52% -113 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,721 $2.02M 0.37% +14 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,720 $2.02M 0.11% +604 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,870 $2.01M 0.03% +118 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 1,765 $2.01M 0.06% -20 13F-HR Timeline Group MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,710 $2.01M 0.46% -111 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,710 $2.01M 0.22% +22 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,705 $2M 0.11% -195 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,633 $2M 0.3% +209 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 1,700 $2M 0.4% new 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,697 $1.99M 1.02% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,695 $1.99M 0.23% -160 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,695 $1.99M 0.12% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 1,687 $1.98M 0.31% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,685 $1.98M 0.22% +180 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 1,685 $1.98M 0.15% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,680 $1.97M 0.54% +377 13F-HR/A Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,679 $1.97M 0.22% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,679 $1.97M 0.05% +143 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,678 $1.97M 0.13% -3,621 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,673 $1.97M 0.04% +138 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,668 $1.96M 0.33% +332 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,659 $1.95M 0.16% 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,659 $1.95M 0.9% -321 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,655 $1.94M 0.05% new 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,654 $1.94M 1.19% -140 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,653 $1.94M 0.12% +94 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,652 $1.94M 0.32% +33 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,646 $1.93M 0.04% +118 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,644 $1.93M 0.13% -136 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,633 $1.92M 0.46% +228 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,629 $1.91M 0.1% +98 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,623 $1.91M 0.18% +431 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,618 $1.9M 0.22% +58 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,619 $1.9M 1.15% +225 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,615 $1.9M 0.19% +5 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1,615 $1.9M 0.39% +1,489 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 1,613 $1.89M 0.1% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,612 $1.89M 0.11% -1,625 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,610 $1.89M 0.44% new 13F-HR Timeline Group Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 1,610 $1.89M <0.01% 13F-HR Timeline Group Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,597 $1.88M 0.43% +1,590 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,597 $1.88M 0.07% +66 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,595 $1.87M 0.42% -3 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,661 $1.87M 0.2% +213 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 1,593 $1.87M 1.8% -346 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,591 $1.87M 0.15% -161 13F-HR Timeline Group Westwind Capital More: the full row for Westwind Capital 1,591 $1.87M 0.44% +1,479 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,586 $1.86M 0.15% +2 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,585 $1.86M 0.45% -66 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,956 $1.86M 0.3% +556 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,584 $1.86M 0.12% -28 13F-HR Timeline Group BankChampaign, National Association More: the full row for BankChampaign, National Association 1,570 $1.84M 1.42% +185 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,567 $1.84M 0.36% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,564 $1.84M 0.09% +28 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 1,563 $1.84M 0.74% -68 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,561 $1.83M 0.22% -11 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 2,100 $1.83M 0.57% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,558 $1.83M 0.19% +599 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 1,555 $1.83M 0.09% -490 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,553 $1.82M 0.55% +1,164 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,551 $1.82M 0.05% +28 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 1,550 $1.82M 0.93% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,548 $1.82M 0.11% +115 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,543 $1.81M 0.16% -258 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,542 $1.81M 0.5% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,534 $1.8M 0.19% +79 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,532 $1.8M 0.51% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,530 $1.8M 0.24% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,528 $1.79M 1.24% +25 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,524 $1.79M 0.11% +197 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,520 $1.79M 0.14% +118 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,519 $1.78M 0.22% +180 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,517 $1.78M 0.13% +1 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,514 $1.78M 0.21% +978 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,704 $1.78M 0.04% -263 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,511 $1.78M 0.15% +202 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,508 $1.77M 0.16% -266 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 1,505 $1.77M 1.23% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 1,500 $1.76M 0.01% new 13F-HR Timeline Group Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,670 $1.76M 1.55% +63 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 1,500 $1.76M 0.49% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,500 $1.76M 0.8% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,499 $1.76M 0.04% +1 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,498 $1.76M 0.04% -1,382 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,494 $1.76M 0.53% +448 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,489 $1.75M 0.59% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,489 $1.75M 0.07% +72 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,517 $1.75M 0.16% +98 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,487 $1.75M 0.42% +1,248 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,483 $1.74M 0.08% +5 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,483 $1.74M 0.13% -184 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,480 $1.74M 0.15% +97 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,479 $1.74M 0.05% +97 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 1,477 $1.74M 0.74% +138 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,476 $1.73M 0.02% +552 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 1,471 $1.73M 0.34% +16 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,467 $1.72M 0.12% -12 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 1,461 $1.72M 1.02% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,457 $1.71M 0.09% +166 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 1,453 $1.71M 0.85% +120 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,452 $1.71M 0.88% -212 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,561 $1.7M 0.75% +61 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,449 $1.7M 0.38% +71 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,448 $1.7M 0.06% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,441 $1.69M 0.03% -66 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,435 $1.69M 0.09% -29 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 1,432 $1.68M 0.76% 13F-HR Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 1,426 $1.68M 0.49% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,425 $1.67M 0.09% +258 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,423 $1.67M 0.02% -16 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,420 $1.67M 0.31% -14 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,413 $1.66M 0.48% +188 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,412 $1.66M 0.57% +326 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,406 $1.65M 0.04% +517 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,406 $1.65M 0.11% new 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,400 $1.64M 0.13% +319 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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