Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,416 $599K 0.02% +15 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,414 $595K 0.05% +220 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,412 $594K 0.15% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,405 $592K 0.02% -144 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,399 $591K 0.05% -2 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,389 $588K 0.01% -1,502 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,385 $587K 0.02% -515 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,372 $584K 0.08% -191 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,367 $583K 0.04% -166 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2,353 $580K 0.57% 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,335 $579K 0.07% -11 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,350 $579K 0.38% -100 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,345 $578K 0.06% +290 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2,340 $576K 0.02% 13F-HR/A Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,340 $576K 0.18% +4 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,320 $571K 0.01% +16 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 2,317 $571K 0.56% 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 2,305 $568K 0.06% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,302 $567K 0.26% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 2,300 $566K 0.06% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,300 $566K 0.13% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,299 $566K 0.18% -658 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,297 $566K 0.35% +1 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,295 $565K 0.16% -261 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,285 $563K 0.08% -159 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,274 $560K 0.04% +629 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,274 $560K 0.14% -40 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,264 $558K 0.02% +680 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,253 $555K 0.21% -321 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,246 $553K 0.01% +44 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,246 $553K 0.53% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,245 $553K 0.02% +1 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,242 $552K 0.02% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,228 $549K 0.01% +786 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,206 $546K 0.05% +59 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 2,218 $546K 0.03% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,212 $545K 0.24% -253 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,212 $545K 0.16% -1,172 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,212 $545K 0.12% -311 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 2,210 $544K 0.13% -10 13F-HR Timeline Group BANK OZK More: the full row for BANK OZK 2,210 $544K 0.19% +21 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,205 $543K 0.53% 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,190 $539K 0.02% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,189 $539K 0.23% -280 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,184 $538K 0.09% -78 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,175 $536K 0.07% -25 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,174 $535K 0.04% -105 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 2,174 $535K 0.46% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,065 $535K 0.4% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,166 $533K 0.02% -260 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,165 $533K 0.01% -75 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,164 $533K 0.02% new 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,150 $530K 0.03% -32 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 2,150 $530K 0.2% 0 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,136 $526K 0.16% 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,135 $526K 0.01% +984 13F-HR Timeline SWS Partners More: the full row for SWS Partners 2,118 $525K 0.13% +12 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,127 $524K 0.47% +6 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,017 $524K -622 Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,112 $521K 0.07% +10 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,115 $521K 0.63% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,113 $521K 0.24% -147 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,113 $520K 0.01% +88 13F-HR Timeline Group Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 2,110 $520K 0.07% +415 13F-HR/A Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,721 $520K 0.25% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,107 $519K <0.01% -28 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,098 $518K 0.01% +330 13F-HR Timeline Group RBO & CO LLC More: the full row for RBO & CO LLC 2,100 $517K 0.08% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,087 $514K 0.01% -11 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,062 $511K 0.15% -254 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,076 $511K 0.07% -15 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,069 $510K 0.19% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,066 $509K 0.5% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,063 $508K 0.05% +1 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,049 $505K 0.02% +29 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,049 $505K 0.01% +188 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 2,035 $504K 0.28% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,044 $503K 0.01% -68 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,038 $502K 0.03% 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 2,000 $499K 0.03% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,019 $497K 0.02% -283 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,016 $497K 0.1% +44 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,014 $496K <0.01% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,011 $495K 0.01% +10 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,000 $493K 0.1% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 2,000 $493K 0.19% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,997 $492K 0.11% new 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 1,984 $492K 0.08% 0 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,994 $491K 0.01% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,990 $490K 0.22% -200 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 1,988 $490K 0.06% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,984 $489K 0.4% -26 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,983 $488K 0.05% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,680 $488K 0.1% -131 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 1,980 $488K 0.41% -351 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,965 $484K 0.05% -110 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,750 $484K 0.1% -3 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 1,964 $484K 0.01% new 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,957 $482K 0.02% +260 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,944 $479K 0.33% +45 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 1,944 $479K 0.02% 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,941 $478K 0.08% -346 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,934 $476K 0.02% +119 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 1,932 $476K 0.06% -36,172 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,929 $475K 0.05% -635 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,928 $475K 0.17% +1 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,924 $474K 0.13% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,915 $472K 0.04% +585 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,914 $471K 0.03% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,603 $471K 0.07% 0 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 1,900 $468K 0.03% 0 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,900 $468K 0.33% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,898 $467K 0.12% +22 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,895 $467K 0.03% +56 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,892 $466K 0.03% +501 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,890 $465K 0.05% -40 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,885 $464K 0.43% 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,885 $464K 0.06% -175 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,870 $461K 0.03% +181 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,871 $461K 0.14% +100 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,869 $460K 0.24% -40 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,863 $459K 0.1% 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,857 $457K 0.05% -135 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,854 $457K 0.05% -160 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,851 $456K 0.13% +6 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,850 $456K 0.05% 0 13F-HR Timeline Group Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,850 $456K 0.07% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,843 $454K 0.11% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,842 $454K 0.04% -3,931 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,841 $453K 0.06% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,826 $450K 0.02% +142 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,826 $450K 0.04% -52 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,820 $448K 0.12% +167 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,816 $447K 0.02% +50 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,800 $446K 0.12% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,806 $445K 0.05% new 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 1,804 $444K 0.62% 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 1,798 $443K 0.29% 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,791 $441K 0.19% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,790 $441K 0.01% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,789 $441K 0.08% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,785 $440K 0.09% -85 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,784 $439K 0.01% +39 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,778 $438K 0.08% +630 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,771 $436K 0.06% +85 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,758 $433K 0.02% +80 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,747 $430K 0.06% +826 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,744 $430K 0.04% +955 13F-HR Timeline Group HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 1,734 $427K 0.02% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,733 $427K <0.01% -26 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,733 $427K 0.08% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,731 $426K 0.01% +88 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 1,730 $426K 0.05% 0 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 1,725 $425K 0.03% -140 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,725 $425K 0.03% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 1,719 $423K 0.12% -263 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,716 $423K 0.12% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,706 $420K 0.12% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,698 $418K 0.01% -62 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,683 $417K 0.03% -99 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,689 $416K 0.05% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,663 $415K 0.02% +103 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,686 $415K 0.08% +373 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,674 $413K 0.04% -13 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,676 $413K 0.03% -223 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,675 $413K 0.02% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,670 $411K 0.02% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,664 $410K 0.01% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,662 $409K 0.04% +6 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,658 $408K 0.25% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,648 $406K 0.03% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,647 $406K 0.01% -8 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,552 $405K 0.18% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,643 $405K 0.06% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,641 $404K 0.22% -28 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,639 $404K 0.05% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,367 $401K 0.02% -89 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,623 $400K 0.09% -8 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,621 $399K 0.03% -208 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,621 $399K 0.01% -111 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,620 $399K 0.1% -257 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,614 $398K 0.1% -162 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,607 $396K 0.02% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,604 $395K 0.04% +812 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,602 $395K 0.01% -282 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,601 $394K 0.15% -107 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,518 $394K 0.1% 0 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 1,600 $394K 0.07% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,600 $394K 0.29% -50 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 1,597 $393K 0.21% new 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 1,595 $393K 0.2% 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,593 $392K 0.04% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,593 $392K 0.05% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,590 $392K 0.11% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,588 $391K 0.02% -33 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,587 $391K 0.05% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,586 $391K 0.02% -19 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,599 $389K 0.03% +8 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 1,578 $389K 0.02% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,481 $388K 0.03% -1,003 13F-HR Timeline