CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 12,169 $449K 0.19% -530 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 12,159 $449K 0.01% +12 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 12,114 $447K 0.1% -66 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,111 $447K 0.09% +3,274 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 12,090 $446K 0.19% 0 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 12,074 $446K 0.06% new 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,066 $445K 0.01% -820 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 12,051 $445K 0.03% +408 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 12,046 $444K 0.03% +26 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 12,027 $444K 0.03% +5,645 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 12,025 $444K 0.08% 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 12,015 $443K 0.04% +481 13F-HR Timeline Group EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 12,000 $443K 0.06% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 11,972 $442K 0.21% 13F-HR/A Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 11,960 $441K 0.51% 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 11,959 $441K 0.06% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 11,957 $441K 0.05% -423 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 11,954 $441K 0.35% -16 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 11,933 $440K 0.15% -772 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 11,917 $440K 0.08% +1,576 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 11,876 $438K 0.26% +2,143 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 11,855 $437K 0.22% +2,955 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 11,834 $437K 0.07% +537 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 11,834 $437K 0.04% +906 13F-HR Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 11,830 $437K 0.15% -200 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 11,824 $436K 0.02% -1,085 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 11,821 $436K 0.06% -454 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,819 $436K 0.01% +723 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,778 $435K 0.08% -1,068 13F-HR Timeline S&CO INC More: the full row for S&CO INC 11,734 $432K 0.03% -328 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 11,673 $431K 0.11% -2,850 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 11,663 $430K 0.19% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 11,625 $429K 0.08% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 11,616 $429K 0.24% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 11,600 $428K 0.02% +2,962 13F-HR Timeline Group Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 11,589 $428K 0.12% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 11,589 $428K 0.06% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 11,587 $428K 0.42% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 11,576 $427K 0.09% 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 11,545 $426K 0.07% +1,614 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 11,537 $426K 0.05% +728 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,526 $425K 0.02% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 11,453 $423K <0.01% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 11,450 $423K 0.05% -51 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 11,440 $422K 0.14% -188 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 11,431 $422K 0.28% +528 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 11,393 $420K 0.05% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 11,391 $420K 0.02% -823 13F-HR Timeline Group LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 11,388 $420K 0.06% +2,841 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 11,386 $420K 0.06% -150 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 11,383 $420K 0.3% -551 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 11,315 $418K 0.16% 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 8,885 $417K 0.02% +6 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 11,275 $416K 0.15% +443 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 11,245 $415K 0.02% +1,214 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 11,205 $413K 0.03% +2,038 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 11,200 $413K 0.03% -123 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11,200 $413K 0.06% 0 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 11,199 $413K 0.02% +1,341 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 11,197 $413K 0.06% -1,958 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 11,186 $413K 0.06% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 11,158 $412K 0.02% +1,850 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 11,137 $411K 0.06% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 11,133 $411K 0.36% -14,929 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 11,131 $411K 0.09% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 11,121 $410K 0.04% +3,737 13F-HR/A Timeline Matisse Capital More: the full row for Matisse Capital 11,067 $408K 0.18% -1,341 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,042 $407K 0.02% +1,569 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 11,041 $407K 0.03% -100 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 11,035 $407K 0.27% -250 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 11,023 $407K 0.04% +793 13F-HR Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 11,008 $406K 0.08% +1,823 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 8,314 $406K 0.04% -14,970 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 10,986 $405K 0.01% 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 10,972 $405K 0.07% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 10,962 $405K 0.03% +1,499 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 10,962 $404K 0.03% -8,978 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10,959 $404K 0.07% -18 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 10,930 $403K 0.04% -1,809 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 10,893 $402K 0.11% +117 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,859 $401K 0.03% +1,359 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 10,809 $399K 0.02% -285 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,788 $398K 0.01% +223 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 10,788 $398K 0.05% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 8,148 $398K 0.08% +2,039 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 10,776 $398K 0.15% -397 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,715 $397K 0.2% +223 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 10,724 $396K 0.01% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 10,717 $395K 0.14% -432 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 10,710 $395K 0.03% +1,174 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 10,688 $394K 0.16% -56 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10,645 $393K 0.02% +385 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 10,642 $393K 0.02% +857 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 10,638 $393K 0.06% +491 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 10,615 $392K 0.14% +15 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 10,602 $391K 0.02% -52,653 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 10,569 $390K 0.1% +54 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 10,564 $390K 0.03% +241 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 10,521 $388K 0.01% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 10,489 $387K 0.16% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 10,485 $387K 0.04% +1,724 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 10,474 $386K 0.04% +511 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 10,459 $386K 0.03% -68 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 10,427 $385K 0.29% +469 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 10,377 $383K 0.31% 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 10,375 $383K 0.11% -108 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,374 $383K 0.03% -6,617 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,365 $382K 0.1% +374 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 10,342 $382K 0.11% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,336 $381K 0.04% -75 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 10,320 $381K 0.03% -1,925 13F-HR Timeline Group Castlefield Investment Partners LLP More: the full row for Castlefield Investment Partners LLP 10,305 $380K 0.29% 13F-HR/A Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 10,286 $380K 0.05% -791 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 10,265 $379K 0.16% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 10,252 $378K 0.02% new 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 10,200 $376K 0.17% -800 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 10,184 $376K 0.01% -6,256 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 7,416 $375K 0.13% +197 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 10,166 $375K 0.01% -1,285 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 10,165 $375K 0.05% +313 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,161 $375K 0.09% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,726 $373K 0.03% new 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 10,069 $372K 0.07% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 10,052 $371K 0.03% -304 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 10,052 $371K 0.1% +28 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,043 $371K 0.02% -827 13F-HR Timeline BANK OZK More: the full row for BANK OZK 10,038 $370K 0.13% -65 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 10,004 $369K 0.06% -9,996 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 10,000 $369K 0.02% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 10,000 $369K 0.85% -14,300 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 10,000 $369K 0.06% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 9,985 $368K 0.11% +1,717 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 10,000 $368K 0.12% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 9,970 $368K 0.1% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 9,967 $368K 0.06% -2,277 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 9,962 $368K 0.02% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 9,938 $367K 0.32% +9,519 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,919 $366K 0.04% -1,934 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 9,878 $364K 0.1% -300 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 9,864 $364K 0.11% +97 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 9,862 $364K 0.02% 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 9,847 $363K 0.06% -948 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 9,821 $362K 0.07% -450 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 7,428 $361K 0.16% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 9,777 $361K 0.07% -162 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 9,776 $361K 0.25% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,775 $361K 0.09% -201 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,769 $360K 0.03% 0 13F-HR Timeline United Bank More: the full row for United Bank 9,730 $359K 0.12% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 9,725 $359K 0.18% +117 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 9,708 $358K 0.02% +2,550 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 9,701 $358K 0.03% +614 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,697 $358K 0.04% 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 7,400 $358K 0.03% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,667 $357K 0.02% -539 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,652 $356K 0.03% -1,368 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 9,617 $355K 0.12% +46 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 9,610 $355K 0.03% +600 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 9,575 $353K 0.02% -20,425 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 9,571 $353K 0.02% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,551 $352K 0.02% +1,695 13F-HR/A Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 9,487 $350K 0.05% +3,185 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 9,470 $349K 0.12% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,467 $349K 0.03% -155 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 9,462 $349K 0.08% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,454 $349K 0.02% -824 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 9,440 $348K 0.1% -1,048 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 9,428 $348K 0.03% -110 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 9,424 $348K 0.06% -1,431 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,128 $348K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,412 $347K 0.02% +149 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 9,399 $347K 0.08% -3,513 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 9,398 $347K 0.01% +485 13F-HR Timeline Group Evansbrook LLC More: the full row for Evansbrook LLC 9,343 $345K 0.23% 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 9,332 $344K 0.06% -456 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 9,330 $344K 0.08% -2,958 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,315 $344K 0.28% -4,000 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,305 $343K 0.03% +388 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 9,300 $343K 0.09% +1,000 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 9,290 $343K 0.08% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 9,281 $342K 0.09% -203 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,267 $342K 0.08% -601 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,251 $341K 0.05% +2,751 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 9,225 $340K 0.27% -221 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,221 $340K 0.02% +62 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,207 $340K 0.02% -207 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 9,205 $340K 0.03% +570 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 9,179 $339K <0.01% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 9,179 $339K 0.18% -1,825 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 9,128 $337K 0.1% -2,518 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 9,062 $334K 0.05% +160 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 9,060 $334K 0.09% -625 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 6,840 $334K 0.23% 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 9,034 $333K 0.02% -407 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 9,018 $333K 0.05% +291 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 9,013 $333K 0.07% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 9,000 $332K 0.02% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 8,975 $331K 0.03% +370 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,967 $331K 0.03% +122 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 8,960 $331K 0.14% -5,596 13F-HR Timeline