Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 1,620 $467K 0.47% 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,513 $465K 0.33% +174 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,611 $464K 0.05% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,610 $464K 0.47% +5 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,602 $462K 0.08% +175 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,600 $461K 0.25% 0 13F-HR Timeline CANTOR FITZGERALD, L. P. group of 2 filers holding More: the full row for CANTOR FITZGERALD, L. P. 1,600 $461K -1,152 Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,598 $460K 0.04% +730 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 1,495 $460K 0.19% -50 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,595 $460K 0.22% +76 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,590 $458K 0.05% 0 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 1,587 $457K 0.6% +279 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,585 $457K 0.1% +69 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,580 $455K 0.15% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,578 $455K 0.42% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,572 $453K 0.14% new 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 1,570 $452K 0.38% +45 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,568 $452K 0.07% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,565 $451K 0.36% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,562 $450K 0.08% -15 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 1,560 $449K 0.1% new 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,557 $449K 0.2% +300 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 1,553 $447K 0.15% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,550 $447K 0.08% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,550 $446K 0.28% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,843 $446K 0.11% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,547 $446K 0.08% +27 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,543 $445K 0.05% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,543 $445K 0.11% +113 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,536 $442K 0.24% 0 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,534 $442K 0.02% -10,725 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,534 $442K 0.04% +130 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,528 $440K 0.03% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,526 $440K 0.53% +155 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,525 $439K 0.01% -292 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,526 $439K 0.2% +140 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,523 $439K 0.02% -831 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,520 $438K 0.3% +10 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,519 $438K 0.11% -286 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,517 $437K 0.21% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,515 $437K 0.01% -88 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,513 $436K 0.26% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,512 $436K 0.23% -119 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 1,510 $435K 0.13% -61 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,507 $434K 0.24% +11 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,507 $434K 0.12% -158 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,506 $434K 0.06% +190 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,505 $434K 0.03% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,503 $433K 0.08% -151 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,503 $433K 0.03% -46 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,503 $433K 0.15% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,501 $432K 0.19% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,500 $432K 0.01% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,500 $432K 0.21% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,500 $432K 0.29% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,500 $432K 0.16% -75 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,493 $430K 0.07% -111 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,493 $430K 0.31% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,492 $430K 0.1% +21 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,490 $429K 0.65% new 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 1,487 $428K 0.16% +114 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,485 $428K 0.05% +275 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,485 $428K <0.01% new 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 1,481 $427K 0.03% +396 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,481 $427K 0.18% +99 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,477 $426K 0.2% +7 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,475 $425K 0.18% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,470 $424K 0.02% +57 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,469 $423K 0.17% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,465 $422K 0.03% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,464 $422K 0.04% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,461 $421K 0.12% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,460 $421K 0.09% 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,460 $421K 0.15% +601 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 1,459 $420K 0.09% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,457 $420K 0.51% -27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,455 $419K 0.12% -60 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 1,730 $419K 0.3% -383 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,453 $419K 0.06% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,450 $418K 0.35% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,445 $416K 0.19% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,441 $415K 0.11% +36 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,437 $414K 0.15% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,438 $414K 0.06% +1 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,435 $413K 0.17% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,430 $412K 0.2% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,429 $412K 0.24% +208 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,428 $411K 0.37% +8 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 1,424 $410K 0.1% -898 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,422 $410K 0.36% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,421 $409K 0.01% +15 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,421 $409K 0.12% +50 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,420 $409K 0.08% +416 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,413 $407K 0.15% +1,185 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,410 $406K 0.1% +75 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 1,409 $406K 0.33% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,407 $405K 0.07% +180 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,404 $405K 0.08% -133 13F-HR/A Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,401 $404K 0.08% +257 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,401 $404K 0.17% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,400 $403K 0.03% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,400 $403K 0.06% +29 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 1,400 $403K 0.17% 0 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 1,400 $403K 0.21% -100 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,398 $403K 0.01% +310 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 1,398 $403K 0.14% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,396 $402K 0.08% -24 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 1,395 $402K 0.2% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 1,391 $401K 0.29% +123 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1,390 $401K 0.08% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 1,384 $399K 0.24% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,384 $399K 0.31% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,378 $397K 0.14% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,376 $396K 0.09% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,373 $396K 0.04% +108 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,369 $394K 0.21% -7 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,366 $394K 0.06% 0 13F-HR/A Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,362 $392K 0.02% +249 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 1,362 $392K 0.07% -670 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,362 $392K 0.22% +73 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,358 $391K 0.07% -500 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,356 $391K 0.1% 0 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 1,353 $390K 0.2% -63 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,352 $390K 0.3% +431 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,351 $389K 0.16% +90 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,350 $389K 0.21% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,346 $388K 0.08% -196 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,346 $388K 0.15% -3 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 1,345 $387K 0.33% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,340 $386K 0.09% new 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,337 $385K 0.12% -87 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,335 $385K 0.13% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,334 $384K 0.27% -237 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,332 $384K 0.07% 0 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,322 $381K 0.22% +132 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,316 $379K 0.16% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,314 $379K 0.09% +199 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,313 $378K 0.13% +84 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,312 $378K 0.14% +26 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,304 $376K 0.02% +708 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,300 $375K 0.1% 0 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 $375K 0.04% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,299 $374K 0.03% 0 13F-HR Timeline CAXTON CORP More: the full row for CAXTON CORP 1,298 $374K 7.36% +129 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,298 $374K 0.08% 0 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,298 $374K 0.05% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,297 $374K 0.06% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,295 $373K 0.02% -156 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,295 $373K 0.11% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,289 $371K 0.01% new 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,289 $371K 0.35% +15 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,288 $371K 0.15% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,288 $371K 0.08% new 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,287 $371K 0.45% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,277 $368K 0.17% -9 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,273 $367K 0.3% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,229 $366K 0.03% +111 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,267 $365K 0.15% -6 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,265 $364K 0.21% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,263 $364K 0.25% +18 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,260 $363K 0.03% -216 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,258 $362K 0.23% +346 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 1,258 $362K 0.29% -300 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1,250 $360K 0.14% new 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,250 $360K 0.08% -20 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 1,250 $360K 0.15% -69 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,249 $360K 0.04% -60 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 1,249 $360K 0.25% -435 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,248 $360K 0.01% new 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 1,248 $360K 0.2% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,247 $359K 0.2% 0 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 1,242 $358K 0.18% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,241 $358K 0.06% +9 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,239 $357K 0.06% +285 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,237 $356K 0.03% -97 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,235 $356K 0.04% +49 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,227 $354K 0.07% +1 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,225 $353K 0.1% +210 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,225 $353K 0.02% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,224 $353K 0.12% -35 13F-HR/A Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,224 $353K 0.02% -10 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,217 $351K 0.01% new 13F-HR Timeline Group Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,214 $350K 0.13% 0 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 1,211 $349K 6.06% +20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,210 $349K 0.09% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 1,209 $348K 0.31% +234 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,207 $348K 0.12% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,207 $348K 0.12% +45 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,207 $348K 0.15% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,204 $347K 0.21% -395 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,200 $346K <0.01% 0 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,198 $345K 0.11% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,198 $345K 0.09% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,197 $345K 0.04% +186 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,194 $344K 0.33% +1,146 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,193 $344K 0.09% +177 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 1,193 $344K 0.19% 0 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 1,185 $341K 0.03% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 1,185 $341K 0.14% -300 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,184 $341K 0.1% new 13F-HR Timeline