Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,450 $351K 0.09% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,450 $351K 0.31% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,386 $350K 0.17% 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,445 $350K 0.16% +150 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,440 $349K 0.03% 0 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 1,437 $348K 0.05% +405 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,437 $348K 0.13% -619 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,437 $348K 0.23% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,436 $348K 0.01% -585 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,435 $347K 0.13% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,430 $346K 0.09% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,430 $346K 0.17% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,427 $346K 0.06% -86 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,424 $345K 0.12% -133 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 1,424 $345K 0.32% -44 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,422 $344K 0.32% 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,421 $344K 0.11% -282 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,420 $344K 0.29% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,420 $344K 0.07% 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 1,416 $343K 0.16% -754 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,413 $342K 0.02% +81 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 1,411 $342K 0.07% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,411 $342K 0.12% -735 13F-HR/A Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 1,409 $341K 0.28% 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,406 $340K 0.01% +305 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,405 $340K 0.09% -12 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,405 $340K 0.17% +534 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,404 $340K 0.03% +147 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,400 $339K 0.02% 0 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 1,400 $339K 0.15% +400 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,400 $339K 0.09% +166 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,399 $339K 0.03% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,398 $339K 0.01% 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 1,398 $338K 0.11% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,397 $338K 0.61% -422 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,401 $338K 0.13% +193 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 1,395 $338K 0.17% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1,390 $337K 0.07% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 1,384 $335K 0.21% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,384 $335K 0.26% 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,384 $335K 0.15% +196 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,382 $335K 0.15% +135 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,381 $334K 0.15% +116 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,380 $334K 0.05% -935 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,378 $334K 0.11% +250 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,377 $333K 0.19% +212 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,376 $333K 0.18% 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,376 $333K 0.08% 0 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 1,373 $333K 0.12% +28 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,371 $332K 0.38% -17,929 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,371 $332K 0.05% +206 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,371 $332K 0.1% +539 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,370 $332K 0.01% +380 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,366 $331K 0.04% 0 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 1,842 $328K 0.16% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,356 $328K 0.08% +356 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,350 $327K 0.18% 0 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 1,350 $327K 0.09% -8,400 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,349 $327K 0.12% +43 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 1,345 $326K 0.01% +860 13F-HR Timeline Group LongView Asset Management LLC More: the full row for LongView Asset Management LLC 1,345 $326K 0.28% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,342 $325K 0.11% -1,486 13F-HR/A Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,339 $324K 0.2% -82 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,335 $323K 0.1% +335 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 1,335 $323K 0.41% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,335 $323K 0.07% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,334 $323K 0.03% -199 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,332 $323K 0.06% -400 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,329 $322K 0.14% 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,323 $320K 0.25% -613 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,320 $320K 0.04% -1,287 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 1,319 $319K 0.15% -58 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,316 $319K 0.04% +10 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,309 $317K 0.03% 0 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 1,308 $317K 0.4% 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,300 $315K 0.07% +250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,300 $315K 0.03% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,299 $315K 0.03% +884 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,298 $314K 0.07% 0 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 1,297 $314K 0.05% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,298 $314K 0.04% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,295 $314K 0.09% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,293 $313K 0.12% +91 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,290 $312K 0.01% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,289 $312K 0.16% -97 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,288 $312K 0.12% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,287 $312K 0.39% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,286 $311K 0.11% -214 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,286 $311K 0.14% +112 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,285 $311K 0.27% -38 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,277 $309K 0.18% -15 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 1,276 $309K 0.08% +161 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,274 $308K 0.29% 13F-HR/A Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,273 $308K 0.27% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,273 $308K 0.13% -100 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,270 $308K 0.07% -30 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,270 $308K 0.04% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,269 $307K 0.02% -256 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 1,268 $307K 0.25% 0 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,265 $306K 0.19% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,265 $306K 0.03% +305 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,263 $306K 0.14% -350 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,261 $305K 0.13% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,259 $305K 0.11% +116 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,257 $304K 0.14% +120 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,256 $304K 0.01% +186 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,258 $303K 0.08% +1,017 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 1,248 $302K 0.16% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,247 $302K 0.17% -48 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 1,245 $301K 0.25% +253 13F-HR Timeline Group HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,245 $301K 0.22% +34 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 1,242 $301K 0.17% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,242 $301K 0.07% -6 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,239 $300K 0.02% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,234 $299K 0.02% +10 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,229 $298K 0.11% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,227 $297K 0.05% -12 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,226 $297K 0.07% +240 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,225 $297K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,222 $296K 0.22% 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,221 $296K 0.13% -26 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,221 $296K 0.17% +215 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 1,220 $295K 0.12% -569 13F-HR/A Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,215 $294K 0.24% +200 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,214 $294K 0.09% -40 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,210 $293K 0.03% 0 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 1,210 $293K 0.02% +100 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,210 $293K 0.07% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,100 $293K 0.03% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,207 $292K 0.1% -35 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,200 $291K <0.01% +300 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,198 $290K 0.09% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,198 $290K 0.08% +104 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,197 $290K 0.01% new 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 1,191 $289K 4.61% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 1,193 $289K 0.15% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,193 $289K 0.03% -137 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,191 $288K 0.06% +93 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,190 $288K 0.18% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,186 $287K 0.01% -122 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,186 $287K 0.03% +610 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,186 $287K 0.02% 0 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 1,185 $287K 0.03% -75 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 1,170 $283K 0.05% -2,095 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,059 $283K 0.02% new 13F-HR Timeline CAXTON CORP More: the full row for CAXTON CORP 1,169 $283K 1.7% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,166 $282K 0.03% 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,166 $282K 0.02% -350 13F-HR Timeline Group CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 1,310 $282K 0.18% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,162 $281K 0.1% +126 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,162 $281K 0.12% new 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,160 $281K 0.07% +139 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 1,160 $281K 0.16% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,160 $281K 0.19% +40 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,159 $281K 0.17% -333 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,158 $280K 0.06% -1,881 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,155 $280K 0.06% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,154 $279K 0.06% +30 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,118 $279K 0.02% -25 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,149 $278K 0.19% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,148 $278K 0.32% 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,144 $277K 0.06% +256 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,143 $277K 0.01% -44 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,143 $277K +45 Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,139 $276K 0.16% -12 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 1,137 $275K 0.24% 0 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,137 $275K 0.11% -295 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,136 $275K 0.09% +15 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,135 $275K 0.03% -100 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,124 $272K 0.22% -123 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,125 $272K 0.15% -315 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,123 $272K 0.2% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,121 $271K 0.05% +254 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,120 $271K 0.16% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,119 $271K 0.06% -588 13F-HR/A Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,117 $270K 0.1% -994 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 1,116 $270K 0.17% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,115 $270K 0.07% +1 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,113 $269K 0.01% +99 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,112 $269K 0.16% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,109 $269K 0.02% -346 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 1,108 $268K 0.23% 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 1,106 $268K 0.27% 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,100 $266K 0.08% +100 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,100 $266K 0.08% -274 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 1,100 $266K 0.12% -1 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,100 $266K 0.39% 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,099 $266K 0.02% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 1,099 $266K 0.13% +125 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,100 $266K 0.11% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,098 $266K 0.14% +150 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,098 $266K 0.15% +20 13F-HR Timeline AEGIS FINANCIAL CORP More: the full row for AEGIS FINANCIAL CORP 1,097 $266K 0.23% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,097 $266K 0.04% +599 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 1,095 $265K 0.21% -180 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,092 $264K 0.03% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,091 $264K 0.02% +91 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 1,089 $264K 0.24% 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,088 $263K 0.01% +92 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,089 $263K 0.08% 0 13F-HR Timeline