First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,812 $324K 0.03% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,806 $323K 0.04% -312 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,775 $322K 0.06% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 6,775 $322K 0.21% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 6,762 $321K 0.18% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,758 $321K 0.03% -100 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,747 $321K 0.13% +279 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 6,717 $319K 0.16% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,712 $319K 0.05% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,710 $319K 0.02% -372 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,705 $319K 0.01% +2,114 13F-HR/A Timeline Busey Bank More: the full row for Busey Bank 6,705 $319K 0.01% -28 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 6,700 $318K 0.07% -134 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,691 $318K 0.03% +24 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 6,041 $317K <0.01% -1,702 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,637 $315K 0.02% +250 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,543 $311K 0.06% +962 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,539 $311K 0.04% +59 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,510 $309K 0.04% -5,760 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 6,500 $309K 1.46% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,500 $309K 0.08% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,500 $309K 0.26% 0 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 6,482 $308K 0.03% -23 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,481 $308K 0.01% -1,000 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,477 $308K 0.01% -2 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,475 $308K 0.03% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,483 $307K 0.02% new 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 6,460 $307K 0.64% -5,000 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 6,449 $306K <0.01% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 5,845 $305K 0.04% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,413 $305K 0.03% +141 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,400 $304K 0.02% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,372 $303K 0.02% -4,293 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 6,376 $303K 0.16% +1 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,468 $302K 0.29% 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 6,336 $301K 0.18% -67 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,328 $301K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,295 $299K 0.02% +1,497 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,243 $297K 0.02% -500 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,226 $296K 0.15% +221 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 6,180 $294K 0.23% -1 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,179 $294K 0.02% -690 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 6,136 $292K 0.03% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,121 $291K 0.01% -152 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,113 $290K 0.02% +1,558 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,045 $287K 0.04% -864 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,000 $285K 0.01% -448 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 6,000 $285K 0.23% 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,977 $284K 0.01% +62 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,971 $284K 0.11% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,968 $284K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,955 $283K <0.01% -2,035 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,925 $282K 0.01% -672 13F-HR/A Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,917 $281K 0.11% +5 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5,923 $281K 0.09% -113 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 5,906 $281K 0.02% -2,759 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,902 $280K 0.02% -9 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 5,900 $280K 0.04% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,873 $279K 0.01% -120 13F-HR/A Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,850 $278K 0.1% -150 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,819 $277K 0.01% +787 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 5,806 $276K 0.25% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,800 $276K 0.08% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 5,778 $275K 0.26% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,755 $273K 0.01% -5 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,716 $272K 0.04% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,700 $271K 0.04% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 5,688 $270K 0.01% +244 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,686 $270K 0.03% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,685 $270K 0.02% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,675 $270K 0.12% -50 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 5,650 $268K 0.22% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,598 $266K 0.01% -432 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 5,568 $265K 0.06% -1,067 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,504 $262K 0.1% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,995 $261K 0.07% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,479 $260K 0.02% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,430 $258K 0.17% -5 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,415 $257K 0.18% 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,410 $257K 0.01% +10 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 5,400 $257K 0.03% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,378 $256K <0.01% -2,000 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,355 $254K 0.01% -1,464 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,319 $253K 0.01% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,307 $252K 0.18% 0 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 5,271 $250K 0.04% new 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,246 $249K 0.18% +6 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,208 $247K 0.02% +4 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,195 $247K 0.01% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,195 $247K 0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,172 $246K 0.01% -15 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 5,138 $244K 0.05% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 5,078 $241K 0.09% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,076 $241K 0.08% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 5,063 $241K 0.02% +1,506 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,060 $240K 0.01% -2,542 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 5,055 $240K 0.13% new 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 5,050 $240K 0.02% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,038 $239K 0.18% -50 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,034 $239K 0.02% +301 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 5,034 $239K 0.01% +24 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 5,000 $238K 0.01% 0 13F-HR/A Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,000 $238K 0.03% 0 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 4,995 $237K 0.12% -5,945 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,984 $237K 0.03% +502 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,970 $236K 0.01% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,967 $236K 0.03% -75 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,959 $236K 0.02% +130 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,900 $233K <0.01% +70 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,865 $231K 0.01% +2 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 4,861 $231K 0.13% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,835 $230K 0.04% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,800 $228K 0.01% +1,563 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 4,773 $227K 0.02% -337 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 4,765 $226K 0.11% +154 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,764 $226K 0.01% new 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,756 $226K 0.05% new 13F-HR Timeline Group Bray Capital Advisors More: the full row for Bray Capital Advisors 4,750 $226K 0.06% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,740 $225K 0.01% new 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,737 $225K 0.01% +19 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,736 $225K <0.01% +243 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,728 $225K <0.01% -172 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,761 $224K 0.09% +10 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,712 $224K 0.03% -1,080 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,706 $224K 0.06% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,700 $223K 0.17% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,677 $222K 0.22% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,674 $222K <0.01% -1,848 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 4,654 $221K 0.01% -439 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,630 $220K 0.1% -175 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 4,630 $220K 0.58% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,613 $219K 0.01% +117 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 4,621 $219K <0.01% -17,665 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 4,602 $219K 0.21% -200 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,600 $219K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,563 $217K <0.01% -240 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,563 $217K <0.01% +648 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SFMG, LLC More: the full row for SFMG, LLC 4,515 $215K 0.02% -34 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,509 $214K 0.04% +65 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 4,500 $214K 0.09% -5,500 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,455 $212K 0.04% -95 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 4,450 $211K 0.02% 0 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 4,432 $211K 0.07% -779 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,426 $210K 0.07% -59 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,454 $210K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,412 $210K 0.03% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,401 $209K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,394 $209K 0.06% +11 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,391 $209K 0.01% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 4,386 $208K 0.05% -3,376 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,371 $208K 0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,386 $208K 0.02% +2,519 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,369 $208K 0.02% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,350 $207K 0.03% new 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 4,350 $207K 0.18% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,331 $206K 0.26% 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 4,333 $205K 0.15% -572 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,300 $204K 0.04% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,291 $204K 0.01% new 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 4,275 $203K 0.15% new 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 4,267 $203K 2% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,255 $202K <0.01% new 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 4,250 $202K 0.01% new 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,723 $201K 0.01% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 4,216 $200K 0.08% -1,750 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,160 $198K 0.04% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,119 $196K 0.02% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 4,030 $192K 0.91% -359 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,000 $190K 0.2% 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 4,000 $190K 0.11% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,956 $188K 0.04% -8,139 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,840 $182K 0.01% -50 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,654 $174K 0.03% -168 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,463 $164K <0.01% 0 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,307 $157K 0.14% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,300 $157K 0.05% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,280 $156K 0.02% +119 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,259 $155K 0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,200 $152K 0.05% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,051 $145K 0.05% +15 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,000 $143K 0.04% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,637 $142K 0.01% -215 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,000 $142K 0.01% +1,095 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,935 $139K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,895 $138K 0.05% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,853 $136K 0.06% -465 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,761 $131K <0.01% +131 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,700 $128K 0.02% +1,000 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,694 $128K 0.06% -894 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,691 $128K <0.01% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,612 $124K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,430 $115K <0.01% 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2,422 $115K 0.01% +214 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,389 $114K 0.01% +1,230 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,368 $113K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,366 $112K 0.06% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,335 $111K 0.01% +1,341 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,279 $108K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,293 $108K 0.05% -47 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,234 $106K 0.01% 0 13F-HR Timeline