Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,805 $1.11M 0.29% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,805 $1.11M 0.3% -429 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 2,800 $1.11M 0.48% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,800 $1.11M 0.28% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 2,800 $1.11M 0.59% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,790 $1.11M 0.25% -143 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 2,387 $1.1M 0.6% +402 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,073 $1.1M 0.38% -106 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,774 $1.1M 0.56% -434 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,584 $1.09M 0.13% +255 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,759 $1.09M 0.19% -200 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 2,748 $1.09M 0.46% 0 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 2,746 $1.09M 0.46% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,742 $1.09M 0.02% -923 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,742 $1.09M 0.63% -552 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 2,738 $1.09M 0.53% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,734 $1.08M 0.1% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 2,729 $1.08M 0.55% +45 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,723 $1.08M 0.31% -10 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 2,715 $1.08M 0.55% -133 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 2,706 $1.07M 1.06% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,702 $1.07M 0.17% +924 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 2,700 $1.07M 0.21% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,699 $1.07M 0.06% +648 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,694 $1.07M 0.42% -168 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 2,694 $1.07M 0.65% +193 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,693 $1.07M 0.03% +44 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,684 $1.06M 0.07% -61 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,681 $1.06M 0.16% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,654 $1.05M 0.1% -205 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,652 $1.05M 0.16% -100 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,652 $1.05M 0.11% +570 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,652 $1.05M 0.25% +63 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,649 $1.05M 0.76% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,648 $1.05M 0.26% -222 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,643 $1.05M 0.03% +33 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,643 $1.05M 0.35% -50 13F-HR/A Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,640 $1.05M 0.63% -7 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 2,640 $1.05M 0.23% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,632 $1.04M 0.18% +80 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,631 $1.04M 0.37% +10 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 2,624 $1.04M 0.92% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,623 $1.04M 0.24% +424 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,622 $1.04M 0.11% +63 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 2,617 $1.04M 0.17% +200 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,612 $1.04M 0.01% -60 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,611 $1.03M 0.2% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,609 $1.03M 0.3% +1,275 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,609 $1.03M 0.07% -954 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,607 $1.03M 0.52% -80 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,603 $1.03M 0.36% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,602 $1.03M 0.01% -280 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,598 $1.03M 0.12% +339 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,592 $1.03M 0.11% -215 13F-HR Timeline QVR LLC More: the full row for QVR LLC 2,591 $1.03M 0.72% +2,225 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,588 $1.03M 0.03% -1,335 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,580 $1.02M 0.47% +113 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,576 $1.02M 0.63% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,572 $1.02M 0.16% +32 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 2,568 $1.02M 1.04% 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,564 $1.02M 0.12% 0 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,556 $1.01M 0.6% +262 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,552 $1.01M 0.25% -417 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,550 $1.01M 0.63% 0 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 2,548 $1.01M 0.32% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,544 $1.01M 0.03% +1,374 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,543 $1.01M 0.11% +249 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,541 $1.01M 0.42% +106 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,537 $1.01M 0.04% -153 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2,530 $1M 0.89% 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,527 $1M 0.03% +335 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,515 $997K 0.48% -970 13F-HR Timeline Group Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 2,514 $996K 0.43% -500 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,514 $996K +1,228 Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,511 $995K 0.1% -155 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,510 $995K 0.36% 0 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 2,508 $994K 0.7% -6,978 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,505 $993K 0.23% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,501 $991K 0.04% +517 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 2,501 $991K 0.16% -778 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 2,500 $991K 0.14% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,498 $990K 0.06% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,497 $990K 0.13% -25 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,491 $987K 0.03% +100 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,483 $984K 0.07% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,482 $984K 0.09% +63 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,480 $983K 0.04% +284 13F-HR/A Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,478 $982K 0.1% -319 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,476 $981K 0.11% +82 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,471 $979K 0.14% +351 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,467 $978K 0.13% +2 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,307 $977K 4.26% new 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 2,464 $977K <0.01% +25 13F-HR Timeline Group Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,461 $975K 0.4% 0 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 2,450 $971K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,450 $971K 0.07% -165 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,450 $971K 0.83% -1,845 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 2,447 $970K +280 Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,442 $968K 0.13% -110 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,442 $968K 0.43% +154 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 2,442 $968K 0.68% +7 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 2,441 $967K 0.53% -1,328 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 2,434 $965K 0.53% -39 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,430 $963K 0.63% -108 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,414 $961K 0.34% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,425 $961K 0.35% -93 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,401 $958K 0.25% +45 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,412 $956K 0.3% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,408 $954K 0.19% -3,621 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 2,405 $953K 0.83% -63 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,403 $952K 0.05% -268 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,403 $952K 0.19% +471 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 2,403 $952K 0.31% 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,403 $952K 0.28% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,402 $952K 0.11% -99 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,294 $951K 0.48% +270 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 2,392 $948K 1.06% -150 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 2,392 $948K 0.45% +38 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,390 $947K 0.74% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,385 $945K 0.02% +458 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 2,366 $938K 0.86% 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,365 $937K 0.11% +376 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,362 $936K 0.51% 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,361 $936K 0.21% -20 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 2,359 $935K 0.37% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,358 $934K 0.18% +535 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,354 $933K 0.01% +173 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,354 $933K 0.24% -140 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,351 $932K 0.09% +79 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,350 $931K 0.18% -8 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,348 $931K 0.3% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,344 $929K 0.3% +125 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,601 $925K 0.13% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,329 $923K 0.5% -2,399 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,327 $922K 0.13% +518 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 2,326 $922K 0.57% -838 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,324 $921K 0.09% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,324 $921K 0.3% +387 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,322 $920K 0.08% +145 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,313 $917K 0.5% -2,431 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,310 $915K 0.41% -80 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,304 $913K 0.01% +625 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 2,300 $912K 0.93% 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,290 $908K 0.32% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,290 $908K 0.07% 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,287 $906K 0.11% -19 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,285 $906K 0.12% -204 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 2,283 $905K 0.21% +22 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 2,283 $905K 0.53% 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,281 $904K 0.17% -4 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,273 $901K 0.13% -25 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,273 $901K 0.2% 0 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 2,270 $900K 0.12% 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,129 $899K 0.14% -41 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,265 $898K 0.26% +262 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,260 $896K 0.15% -27 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,257 $894K 0.15% +75 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,251 $892K 0.12% 0 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 2,250 $892K 0.18% +1,200 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,245 $890K 0.04% +200 13F-HR Timeline Group CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,244 $889K 0.06% +539 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,232 $885K 0.31% -90 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,232 $885K 0.07% -1,085 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,223 $881K 0.18% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,219 $879K 0.13% -94 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 2,215 $878K 0.65% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,211 $876K 0.58% -2,497 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,210 $876K 0.19% +3 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,200 $872K 0.49% 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,199 $871K 0.2% -173 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,199 $871K 0.26% -204 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 2,190 $868K 0.85% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,190 $868K 0.1% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,183 $865K 0.05% 0 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,180 $864K 0.05% -24 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,178 $863K 0.18% 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 2,174 $862K 0.37% 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,172 $861K 0.73% -85 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,169 $860K 0.02% -25 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 1,837 $859K 0.26% 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 2,166 $858K 0.22% 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,161 $856K 0.02% -129 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,157 $855K 0.14% +767 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,156 $854K 0.27% -268 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,154 $854K 0.47% +406 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 2,148 $851K 0.11% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,147 $851K 0.09% +115 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,147 $851K 0.87% 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,146 $850K 0.02% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,144 $850K 0.13% +9 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 2,143 $849K 0.24% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,140 $848K 0.05% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,135 $846K 0.24% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,135 $846K 0.13% -24 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,134 $846K 0.13% -26 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 2,133 $845K 0.19% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,132 $845K 0.01% +6 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,240 $842K 0.05% +1,127 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,122 $841K 0.18% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,118 $839K 0.28% -34 13F-HR Timeline