JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,200 $724K 0.64% -6,640 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,235 $724K 0.23% +88 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,200 $723K 0.24% -40 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,198 $723K 0.41% +21 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2,195 $722K 0.29% -391 13F-HR Timeline CROBAN More: the full row for CROBAN 2,194 $722K 0.34% +447 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,192 $721K 0.25% -384 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,190 $720K 0.34% -135 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,189 $720K 0.09% +59 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,189 $720K 0.37% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,185 $719K 0.15% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,185 $719K 0.51% -83 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,185 $719K 0.24% +49 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,183 $718K 0.49% +18 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,181 $717K 0.38% -29 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,178 $716K 0.25% -6 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,177 $716K 0.1% +96 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 2,298 $716K 0.86% 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,175 $715K 0.03% +1,705 13F-HR Timeline Group Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 2,171 $714K 0.24% new 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 2,169 $713K 0.72% -242 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,168 $713K 0.24% +2 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 2,167 $713K 0.59% -117 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 2,166 $712K 0.35% +11 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,163 $711K 0.04% +17 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,160 $710K 0.12% -12 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,159 $710K 0.24% +162 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for Rodgers Brothers Inc. 2,122 $698K 0.08% -20 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,119 $697K 0.21% +45 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 2,119 $697K 0.76% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,118 $697K 0.33% +295 13F-HR Timeline Weil Company, Inc. 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More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,108 $693K 0.27% -36 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,104 $692K 0.41% -71 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,103 $692K 0.16% -5 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,100 $691K 0.35% +295 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,099 $690K 0.1% -400 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,094 $689K 0.11% -121 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,091 $688K 0.35% +30 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,083 $686K 0.05% +540 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,085 $686K 0.07% +18 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 2,085 $686K 0.21% -5 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,083 $685K 0.08% +222 13F-HR Timeline Trust Co More: the full row for Trust Co 2,080 $684K 0.06% +16 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,079 $684K 0.15% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,077 $683K 0.1% -22 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,068 $680K 0.25% -78 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,067 $680K 0.31% -22 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,058 $677K 0.54% -106 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,053 $675K 0.09% -53 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,050 $674K 0.07% -1,919 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,048 $674K 0.36% +323 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 2,046 $673K 0.38% +210 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,046 $673K 0.41% +65 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,042 $672K 0.67% -5 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 2,040 $671K 0.3% 0 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,039 $671K 0.24% -11,954 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,039 $671K 0.48% +20 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,035 $669K 0.08% -91 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,068 $669K 0.2% -251 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,034 $669K 0.27% +100 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,031 $668K 0.07% -54 13F-HR/A Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,025 $666K 0.37% +10 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,019 $664K 0.09% +122 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 2,019 $664K 0.62% +1,323 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 2,016 $663K 0.65% +33 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,011 $661K 0.17% -44 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,010 $661K 0.05% -320 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,001 $658K 0.07% -22 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,001 $658K 0.28% -36 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 2,000 $658K 0.28% 0 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 2,000 $658K <0.01% 0 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,998 $657K 0.06% -1,793 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,996 $656K 0.05% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,996 $656K 0.02% -1,076 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,993 $655K 0.19% +117 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,992 $655K 0.09% +774 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 1,991 $655K 0.28% -164 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,986 $653K 0.45% +11 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,985 $653K 0.19% -697 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,980 $651K 0.12% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,979 $651K 0.16% +5 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,976 $650K 0.3% -77 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,975 $650K 0.32% -740 13F-HR Timeline Group BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,973 $649K 0.19% -80 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,971 $648K 0.05% -419 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,971 $648K 0.09% +119 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 1,967 $647K 0.3% 0 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,966 $646K 0.61% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,964 $646K 0.13% +121 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,962 $645K 0.18% +56 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,963 $645K 0.31% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,959 $644K 0.06% -503 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,956 $643K 0.07% 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,954 $643K 0.07% +123 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,952 $642K 0.08% -110 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,951 $642K 0.23% -5 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,947 $640K 0.22% -10 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,946 $640K 0.13% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,946 $640K 0.05% -45 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,946 $640K 0.05% -207 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,943 $639K 0.62% +285 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 1,943 $639K 0.52% +34 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,943 $639K 0.36% +5 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 1,942 $639K 0.54% -63 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 1,942 $639K +938 Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,940 $638K 0.45% +88 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,938 $637K 0.3% -1,019 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,935 $636K 0.05% +22 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,931 $635K 0.23% -221 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,924 $633K 0.05% -75 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,918 $631K 0.16% +98 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 1,917 $630K 0.21% -15 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,914 $630K 0.04% +7 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,909 $628K 0.2% 0 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,909 $628K 0.07% +8 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,907 $627K 0.09% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,906 $627K 0.33% +387 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,905 $626K 0.12% -793 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,930 $626K 0.03% +434 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,901 $625K 0.15% -171 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,901 $625K 0.14% -10 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 1,899 $625K 0.14% -24 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,894 $623K 0.12% -1,602 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,894 $623K 0.1% -182 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,894 $623K 0.17% +136 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 1,893 $623K 0.37% -206 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,893 $623K 0.24% -7 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 1,892 $622K 0.4% +1 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,905 $622K 0.17% -83 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,890 $622K 0.09% -25 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,890 $622K 0.46% +90 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 1,889 $621K 0.19% +13 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,041 $621K 0.31% -29 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,887 $621K 0.23% +73 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,886 $620K 0.12% +9 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,883 $619K 0.92% -216 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 1,883 $619K 0.17% +1,232 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,882 $619K 0.12% +27 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,882 $619K 0.06% -35 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,880 $618K 0.09% -3 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,878 $618K 0.39% -127 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,875 $617K 0.27% +166 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,875 $617K 0.19% -209 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,875 $617K 0.03% -317 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,875 $617K 0.21% +41 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,875 $617K 0.33% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,870 $615K 0.52% -18 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 1,869 $615K 0.38% -33 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,868 $614K 0.29% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,865 $613K 0.15% -19 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,863 $613K 0.33% +162 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,862 $612K 0.22% +3 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,862 $612K 0.13% +7 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,854 $610K 0.18% -5 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,845 $607K 0.24% +24 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 1,842 $606K 0.13% +47 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,839 $605K 0.67% -15 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,836 $604K 0.3% +102 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,832 $602K 0.22% +6 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,828 $601K 0.17% -11 13F-HR Timeline TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 1,826 $601K 0.57% -468 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,824 $600K 0.09% -256 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,823 $600K 0.29% +18 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,821 $599K 0.29% +14 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,819 $598K 0.16% -10,036 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,813 $596K 0.12% -42 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,811 $596K 0.34% +56 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,809 $595K 0.19% -3,663 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,808 $595K 0.43% +326 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,806 $594K 0.05% -731 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,806 $594K 0.09% +31 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 1,804 $593K 0.35% -177 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 1,804 $593K 0.14% 0 13F-HR Timeline