DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 7,035 $310K 0.12% +975 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 7,022 $310K 0.2% -612 13F-HR Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 7,019 $310K 0.14% -167 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 7,007 $309K 0.06% new 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 7,004 $309K 0.05% -3,000 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,982 $308K 0.13% -213 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,973 $308K <0.01% -121 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 6,971 $308K 0.01% new 13F-HR/A Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 6,956 $307K 0.14% +537 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 6,949 $307K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,626 $306K 0.05% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 6,214 $306K 0.01% +49 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 6,931 $306K 0.13% -22 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,928 $306K 0.03% -917 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 6,907 $305K 0.09% -657 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,898 $304K 0.09% -3,087 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,864 $303K 0.11% +323 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,860 $303K 0.04% +327 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,852 $302K 0.02% -1,037 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 6,850 $302K 0.12% -300 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,849 $302K 0.06% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 6,847 $302K 0.01% -10 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 6,844 $302K 0.1% -201 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,838 $302K 0.01% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,823 $301K 0.07% -1,244 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 6,808 $300K 0.05% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 6,784 $299K 0.07% +8 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,771 $299K 0.06% +274 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 6,770 $299K 0.06% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 6,769 $299K 0.06% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,751 $298K 0.02% -17,995 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6,741 $297K 0.09% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,740 $297K 0.03% -5,897 13F-HR Timeline TOBAM More: the full row for TOBAM 6,727 $297K 0.08% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,376 $297K 0.03% +10 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 6,714 $296K 0.11% -6 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 6,710 $296K 0.13% -2,250 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 6,703 $296K 0.04% -956 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 6,703 $296K 0.24% +30 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,700 $296K 0.02% -350 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 6,700 $296K 0.01% -3,466 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 6,700 $296K 0.15% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,695 $295K 0.01% -115 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 6,695 $295K 0.03% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,687 $295K 0.16% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,687 $295K 0.08% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 6,685 $295K 0.07% +1,215 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,682 $295K 0.04% -825 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,644 $293K 0.04% -2,374 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 6,635 $293K 0.03% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,630 $293K 0.03% +239 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,626 $292K 0.02% +5,220 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,695 $291K 0.04% +1,420 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 6,602 $291K 0.02% +5,401 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 6,600 $291K 0.03% -2,029 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,600 $291K 0.16% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,587 $291K <0.01% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 6,582 $290K 0.12% +282 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,566 $290K 0.04% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,565 $290K 0.07% +315 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 6,562 $290K 0.23% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,560 $290K 0.03% -1,560 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,506 $289K 0.13% new 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 5,465 $289K 0.11% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 6,549 $289K 0.07% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 6,544 $289K 0.14% +27 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 9,290 $289K 0.07% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 6,002 $288K 0.03% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,512 $287K 0.04% -386 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 6,485 $286K 0.17% -1,000 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 6,481 $286K 0.24% -25 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 6,462 $285K 0.14% 0 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 6,460 $285K 0.14% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,448 $285K 0.02% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 6,447 $285K 0.06% -7,999 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 6,446 $284K 0.03% +1,191 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,444 $284K 0.03% -1,736 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 6,424 $283K 0.06% -1,315 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,390 $282K 0.03% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,379 $281K 0.08% -1 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,371 $281K 0.06% new 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 6,366 $281K 0.1% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 6,353 $280K 0.06% -30 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 5,295 $280K 0.09% -32 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,345 $280K 0.07% -304 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,343 $280K 0.06% -1,079 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 6,342 $280K <0.01% -7,354 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 6,342 $280K 0.03% +107 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,340 $280K 0.09% -550 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 6,331 $279K 0.11% -1,901 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 8,683 $279K 0.06% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,328 $279K 0.03% -9,961 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,327 $279K 0.04% -202 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,327 $279K 0.09% +203 13F-HR Timeline Anatole Investment Management Ltd More: the full row for Anatole Investment Management Ltd 6,312 $279K 0.04% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,297 $278K 0.09% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,289 $278K 0.06% +817 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,274 $277K 0.04% -487 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 6,232 $275K 0.04% -972 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 6,217 $274K 0.02% -415 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,199 $274K 0.04% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 6,197 $274K 0.07% new 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 6,198 $274K 0.04% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,196 $273K 0.01% -5,628 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 6,182 $273K 0.08% +182 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 6,169 $272K 0.06% +176 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,162 $272K 0.06% +77 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 6,154 $272K 0.11% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 6,149 $271K 0.03% new 13F-HR Timeline Group Ariston Services Group More: the full row for Ariston Services Group 0 $271K 0.16% -7,438 13F-HR Timeline Amount filed as zero, left out of ratios. JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 6,142 $271K 0.05% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 6,137 $271K 0.06% +389 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 6,111 $270K 0.07% -441 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6,100 $269K 0.22% -15 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,483 $269K 0.89% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,084 $268K 0.18% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,914 $268K 0.12% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,109 $268K 0.04% -1,944 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 6,052 $267K 0.02% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 6,051 $267K 0.1% -135 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 6,047 $267K 0.12% -40 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,045 $267K 0.06% -3,285 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6,043 $267K 0.03% -21 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 7,208 $266K 0.31% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 6,026 $266K 0.04% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 6,023 $266K 0.05% -249 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 6,021 $266K 0.16% new 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 6,004 $265K 0.27% -546 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 6,000 $265K 0.02% -635 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 6,000 $265K 0.1% -170 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,048 $264K 0.04% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,986 $264K 0.02% -3,219 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,979 $264K 0.05% +168 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,965 $263K 0.02% new 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 5,964 $263K 0.05% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,952 $263K 0.07% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,945 $262K 0.03% +241 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 5,943 $262K 0.09% -150 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,103 $262K 0.04% -16,500 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,938 $262K 0.01% -266 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,938 $262K 0.05% +183 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 5,936 $262K 0.06% -620 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 5,928 $262K 0.04% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,923 $261K 0.04% +20 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 5,919 $261K 0.02% -950 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,907 $261K 0.03% new 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,908 $261K 0.01% -200 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,899 $260K 0.04% +107 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 5,890 $260K 0.04% -593 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,886 $260K 0.02% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 5,874 $259K 0.05% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 5,394 $259K 0.23% new 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,866 $259K 0.05% +3 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 5,865 $259K 0.08% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,859 $259K 0.01% -360 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5,855 $258K 0.05% +1,130 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 5,844 $258K 0.01% +400 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,825 $257K 0.11% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,819 $257K 0.02% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,818 $257K 0.05% new 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,950 $257K 0.08% -805 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,800 $256K 0.03% +1,976 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,780 $256K 0.03% +262 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,781 $255K 0.1% -7,203 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,770 $255K 0.06% -44 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 5,764 $254K 0.02% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,763 $254K 0.04% -927 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 5,757 $254K 0.15% -209 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,744 $253K 0.02% +50 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,900 $253K 0.16% -400 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 5,734 $253K 0.09% +58 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 5,724 $253K <0.01% -2,287 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,718 $252K 0.02% +56 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 5,710 $252K 0.01% -245 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,706 $252K 0.09% -178 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,675 $250K 0.03% -9,334 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,675 $250K 0.04% 0 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 5,670 $250K 0.26% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 5,668 $250K 0.02% +216 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,661 $250K 0.03% +75 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 5,660 $250K 0.06% new 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 5,650 $249K 0.03% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,650 $249K 0.07% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,906 $249K 0.06% new 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 248,893 $249K 0.59% +243,253 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 5,636 $249K <0.01% +129 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5,632 $249K 0.07% -995 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,627 $248K 0.06% +101 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 5,620 $248K 0.02% +20 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 5,620 $248K 0.05% -100 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,611 $248K 0.1% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,610 $248K 0.02% new 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 5,600 $247K 0.03% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 5,597 $247K 0.06% -39 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 5,583 $246K 0.06% -93 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 5,570 $246K 0.11% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,566 $246K 0.05% -119 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,551 $245K 0.02% +178 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,551 $245K 0.05% 0 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 5,550 $245K 0.05% 0 13F-HR Timeline