Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,163 $1.24M 0.25% +42 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,160 $1.24M 0.13% +266 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,157 $1.24M 0.09% +44 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,155 $1.23M 0.29% +257 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,154 $1.23M 0.09% +403 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,890 $1.23M 0.15% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,135 $1.22M 0.03% +648 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,126 $1.22M 0.01% -1,174 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,126 $1.22M 0.09% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,105 $1.21M 0.31% -53 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,095 $1.2M 0.12% +14 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,090 $1.2M 0.2% +85 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,085 $1.19M 0.15% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,864 $1.19M 1.02% 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,070 $1.19M 0.12% -142 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,069 $1.18M 0.26% 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 2,067 $1.18M 0.13% +9 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,064 $1.18M 0.11% -99 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 2,053 $1.18M 0.56% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,048 $1.17M 0.04% +63 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,038 $1.17M 0.41% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 2,035 $1.17M 0.59% +57 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,031 $1.16M 0.05% +3 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,031 $1.16M 0.17% +2 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,030 $1.16M 0.2% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,028 $1.16M 0.05% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,016 $1.15M 0.39% -10 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,016 $1.15M 0.18% +95 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,006 $1.15M 0.41% -7 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,006 $1.15M 0.49% 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,005 $1.15M 1.25% +10 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 2,002 $1.15M 0.99% +81 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,001 $1.15M 0.28% +899 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 2,000 $1.15M 0.28% +750 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 1,996 $1.14M 0.79% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,995 $1.14M 0.25% -560 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,994 $1.14M 0.08% -26 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 1,990 $1.14M 0.59% -86 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,985 $1.14M 0.69% -131 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,972 $1.13M 0.04% +6 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,968 $1.13M 0.05% -1,132 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,967 $1.13M 0.55% +1,385 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,964 $1.12M 0.16% +417 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,964 $1.12M 0.4% +45 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,959 $1.12M 0.02% -171 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,956 $1.12M 0.1% +132 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,955 $1.12M 0.02% +706 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,949 $1.12M 0.04% +5 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. SRN Advisors, LLC More: the full row for SRN Advisors, LLC 1,947 $1.11M 0.99% +1,200 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,943 $1.11M 0.44% +581 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,930 $1.11M 0.23% -120 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,924 $1.1M 0.17% -254 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,924 $1.1M 0.21% -137 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,921 $1.1M 0.01% +175 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 1,920 $1.1M 0.06% -286 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,913 $1.1M 0.08% -127 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 1,911 $1.09M 0.81% -589 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 1,905 $1.09M 0.46% +57 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 1,901 $1.09M 0.57% +3 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,894 $1.08M 0.03% -19,526 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,893 $1.08M 0.12% -10 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,886 $1.08M 0.14% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,879 $1.08M 0.08% +261 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,875 $1.07M 0.44% -30 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 1,874 $1.07M 0.45% -37 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,869 $1.07M 0.03% +55 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 1,858 $1.06M 0.22% -122 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,858 $1.06M 0.32% -16 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,855 $1.06M 0.32% +4 13F-HR Timeline Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 1,854 $1.06M 0.71% 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,850 $1.06M 0.38% -75 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,658 $1.05M 0.06% +88 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,832 $1.05M 0.06% +157 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,832 $1.05M 0.32% -155 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,831 $1.05M 0.31% +66 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 1,825 $1.05M 0.01% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 1,823 $1.04M 0.27% -5 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,822 $1.04M 0.15% +724 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,820 $1.04M 0.15% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 1,818 $1.04M 0.54% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,817 $1.04M 0.04% +873 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 1,813 $1.04M 0.97% -2 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,807 $1.03M 0.21% +334 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,806 $1.03M 0.04% -13 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,802 $1.03M 0.82% +459 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,798 $1.03M 0.51% -1 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,798 $1.03M 0.39% -124 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 1,797 $1.03M 0.02% +287 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,831 $1.03M 1.02% -38 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 1,788 $1.02M 0.48% +17 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 1,782 $1.02M 0.11% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,781 $1.02M 0.2% -72 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,777 $1.02M 0.47% +57 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,776 $1.02M 0.22% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,775 $1.02M 0.81% -1,141 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,763 $1.01M 0.58% +438 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,750 $1M 0.51% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 1,733 $999K 0.8% +23 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 1,742 $998K 0.36% new 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,732 $992K 0.16% +134 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,731 $991K 0.16% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,725 $989K 0.27% +52 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,726 $989K 0.27% +843 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,714 $985K 0.03% 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 1,717 $983K 0.6% +276 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,715 $982K 0.05% 0 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 1,713 $981K 0.39% -10 13F-HR/A Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,710 $979K 0.5% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,704 $976K 0.09% +22 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,700 $973K 0.07% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,689 $967K 0.09% -143 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,689 $967K 0.09% +153 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,667 $955K 0.14% -33 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,663 $952K 0.05% +1,049 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 1,660 $951K 0.36% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,660 $951K 0.55% +16 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,659 $950K 0.2% +18 13F-HR/A Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,654 $947K 0.03% -124 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,650 $945K 0.24% +773 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,642 $940K 0.11% +130 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 1,630 $933K 0.28% +25 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,628 $932K 0.05% +92 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,624 $930K 0.03% -35 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,623 $930K 0.28% -169 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,623 $929K 0.09% +70 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,620 $928K 0.34% -25 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,618 $927K 0.09% +127 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,616 $925K 0.6% +6 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 1,614 $924K new Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,614 $924K 0.35% -14 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,604 $918K -612 Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,598 $915K 0.04% +21 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,596 $914K <0.01% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,593 $912K 0.02% +1,150 13F-HR Timeline Taika Capital, LP More: the full row for Taika Capital, LP 1,593 $912K 0.7% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,591 $911K 0.15% +133 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,585 $908K 0.05% +15 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,585 $908K 0.64% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,575 $902K 0.13% -187 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,574 $901K 0.05% -149 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,572 $900K 0.49% -14 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,567 $897K 0.4% -45 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,564 $896K 0.08% new 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,558 $892K 0.2% -3 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,555 $890K 0.17% -39 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,552 $889K 0.14% +35 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,552 $889K 0.03% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,549 $887K 0.04% +858 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,548 $887K 0.16% +3 13F-HR/A Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 1,547 $886K 0.61% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,541 $883K 0.05% -18 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,539 $881K 0.11% +87 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,535 $879K 0.14% -866 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,535 $879K 0.49% 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,533 $878K 0.15% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,532 $877K 0.59% +707 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,531 $877K 0.37% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,528 $875K 0.43% +632 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 1,527 $874K 0.37% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,527 $874K 0.67% +39 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,521 $871K 0.01% -5,245 13F-HR/A Timeline Group AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,515 $868K 0.43% 0 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 1,507 $863K 0.69% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,500 $859K 0.02% +5 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,492 $854K 0.64% -4 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 1,490 $853K 0.6% -295 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,487 $851K 0.25% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,486 $851K 0.23% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,483 $849K 0.12% +100 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,482 $849K 0.16% +76 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,479 $847K 0.05% -9,752 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,478 $846K 0.03% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,475 $845K 0.2% +145 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,324 $844K 0.52% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,471 $842K 0.12% +105 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,468 $842K 0.11% -10 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,468 $841K 0.08% +138 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,468 $841K 0.37% -40 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,464 $838K 0.02% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,459 $836K 0.09% +27 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,457 $834K 0.07% +24 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,457 $834K 0.18% +5 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,452 $831K 0.05% -1,970 13F-HR/A Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 1,450 $830K 0.49% +7 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,446 $828K 0.18% -16 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,439 $824K 0.03% -1,702 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,432 $820K 0.13% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,431 $819K 0.16% +29 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,430 $819K 0.12% +876 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,427 $817K 0.36% -217 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,423 $815K 0.07% +22 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,421 $814K 1.19% 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,418 $812K 0.01% +130 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,416 $811K -177 Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 1,403 $803K 0.57% new 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 1,400 $802K 0.41% +100 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,399 $801K 0.4% 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,396 $799K 0.22% +186 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 1,396 $799K 1.19% 13F-HR/A Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,392 $797K 0.1% -10 13F-HR Timeline