Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,160 $351K 0.01% -228 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 3,160 $351K 0.08% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,157 $350K 0.12% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,147 $349K <0.01% +358 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 3,147 $349K 0.03% +5 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,145 $349K 0.03% +28 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,955 $349K 0.05% new 13F-HR Timeline City State Bank More: the full row for City State Bank 3,139 $348K 0.1% -78 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,138 $348K 0.04% +196 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,134 $348K 0.05% +19 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,130 $347K 0.03% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,122 $347K 0.04% +114 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,119 $346K 0.05% +68 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,114 $346K 0.09% +4 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,114 $346K 0.07% -350 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,111 $345K 0.07% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,110 $345K 0.17% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,103 $344K 0.01% -140 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,101 $344K 0.02% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,100 $344K 0.01% +245 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,100 $344K 0.02% -27 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,096 $344K 0.09% +29 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,085 $342K 0.06% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,085 $342K 0.05% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,060 $340K 0.05% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,051 $339K 0.01% +185 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,048 $338K 0.04% +12 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,046 $338K 0.03% -1,485 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,037 $337K 0.11% -367 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,035 $337K 0.03% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,826 $335K 0.1% -1,531 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 2,987 $334K 0.27% +12 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,011 $334K 0.08% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,005 $334K 0.2% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,999 $333K 0.01% 0 13F-HR Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,983 $331K 0.09% +43 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,980 $331K 0.04% -504 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,973 $330K 0.11% 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,948 $327K 0.03% +798 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,945 $327K <0.01% +75 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,943 $327K 0.02% -22 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,941 $326K 0.08% +76 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,932 $325K 0.23% -90 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,922 $324K 0.11% -1 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,920 $324K 0.05% -43 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,919 $324K 0.02% 0 13F-HR Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 2,914 $323K 0.06% -55 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,900 $322K 0.11% -75 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,896 $321K 0.03% -389 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,894 $321K 0.06% +811 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,891 $321K 0.02% +69 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,881 $320K 0.11% -177 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,876 $319K 0.03% +9 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,871 $319K 0.03% -12 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,866 $318K 0.06% -276 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,866 $318K 0.15% +10 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,856 $317K 0.01% -193 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,845 $316K 0.09% -3,754 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,841 $315K 0.09% +90 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,838 $315K 0.12% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,834 $315K 0.04% new 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,827 $314K 0.08% -269 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 2,819 $313K 0.07% -50 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 2,800 $311K 0.07% -2,000 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,786 $309K 0.02% new 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,774 $308K 0.06% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,765 $307K 0.01% +149 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 2,760 $306K 0.19% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,740 $304K 0.01% -355 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,739 $304K 0.13% +5 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,731 $303K 0.01% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,730 $303K 0.01% +149 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,725 $302K 0.04% +358 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,724 $302K 0.06% -721 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,722 $302K 0.02% +162 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,699 $300K 0.06% +2 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,695 $299K 0.1% -127 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,693 $299K 0.17% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,682 $298K 0.02% +308 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 2,681 $298K 0.13% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 2,679 $297K 0.06% +707 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,676 $297K 0.08% -5 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,669 $296K 0.07% -284 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,409 $295K 0.01% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,645 $294K 0.04% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 2,637 $293K 0.23% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,634 $292K 0.07% -2,892 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 2,617 $290K 0.02% -159 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,614 $290K 0.04% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,600 $289K 0.07% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,578 $286K 0.08% +48 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,586 $286K 0.01% -799 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,573 $286K 0.01% +445 13F-HR/A Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,572 $285K 0.19% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,570 $285K <0.01% -29,514 13F-HR Timeline Group JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 2,566 $285K 0.17% +21 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,553 $283K 0.02% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,574 $283K 0.12% 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,543 $282K 0.02% -411 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,522 $280K 0.06% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,522 $280K 0.02% +69 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,514 $279K 0.06% +106 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,513 $279K 0.01% 0 13F-HR Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,510 $279K 0.05% -1,010 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,510 $279K 0.02% -6 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,509 $279K 0.01% -391 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,255 $278K 0.13% -188 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,502 $278K <0.01% +244 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,480 $275K 0.22% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,480 $275K 0.1% +1,192 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,461 $273K <0.01% -2,786 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,453 $272K 0.17% -10 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,272 $272K 0.08% -319 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,327 $272K 0.02% +65 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,447 $272K <0.01% +293 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,433 $270K 0.2% +620 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,426 $269K 0.14% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,426 $269K 0.04% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,425 $269K 0.04% +6 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,421 $269K 0.04% +186 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 2,375 $267K 0.01% -834 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,391 $265K 0.01% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,391 $265K 0.04% +15 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,389 $265K 0.03% -42 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,388 $265K 0.08% +50 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,383 $265K 0.08% +13 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,382 $264K 0.05% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,380 $264K 0.03% -45 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,375 $264K 0.1% -89 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,375 $264K 0.08% -76 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,370 $263K 0.09% -183 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,370 $263K 0.15% -28 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,354 $261K 0.1% +15 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,347 $261K 0.04% +366 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,345 $260K 0.11% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,342 $260K 0.03% -3,665 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,278 $259K 0.21% -421 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,317 $257K 0.06% -201 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,106 $257K 0.11% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,315 $257K 0.01% new 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 2,310 $256K 0.08% 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,309 $256K 0.03% +462 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 2,306 $256K 0.05% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,300 $255K 0.09% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,297 $255K 0.1% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,295 $255K 0.04% +47 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 2,287 $254K 0.22% 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,279 $253K 0.01% new 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,278 $253K 0.04% -831 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,278 $253K 0.09% -180 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,275 $253K <0.01% -226 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,275 $253K 0.14% -21 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,275 $253K 0.17% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 2,271 $252K 0.07% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,262 $251K 0.14% +431 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,255 $250K 0.04% +396 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,254 $250K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,256 $250K 0.03% -488 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,250 $250K 0.05% -200 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 2,240 $249K 0.09% -30 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,240 $249K 0.06% +14 13F-HR Timeline Trust Co More: the full row for Trust Co 2,236 $248K 0.03% -1,996 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,235 $248K 0.04% -30 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,227 $247K 0.02% +1,226 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,225 $247K 0.04% -69 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,220 $246K 0.01% +241 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,222 $246K 0.28% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,212 $246K 0.05% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,205 $245K 0.4% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,200 $244K 0.11% +430 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,200 $244K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,198 $244K 0.07% +54 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,195 $244K 0.03% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,160 $243K 0.02% -3 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,190 $243K <0.01% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,190 $243K 0.02% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,188 $243K <0.01% +254 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,183 $242K 0.07% 0 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 2,178 $242K 0.19% -37 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,176 $242K 0.06% +3 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,176 $242K 0.07% new 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 2,178 $241K 0.17% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,173 $241K 0.01% +1 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,169 $241K 0.02% +184 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 2,168 $241K 0.1% +1,189 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,163 $240K 0.01% +1 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,160 $240K 0.11% +13 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,159 $240K 0.02% -597 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 2,158 $240K 0.14% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,158 $240K 0.07% +35 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,972 $240K 0.04% -56 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,154 $239K 0.07% -128 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,153 $239K 0.06% +24 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,152 $239K 0.01% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,151 $239K 0.18% -78 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,145 $238K 0.02% +273 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 2,139 $237K 0.03% -711 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,134 $237K 0.04% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,131 $237K 0.13% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,130 $236K 0.02% +35 13F-HR Timeline