Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,749 $1.33M 0.52% +325 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 1,747 $1.33M 0.44% +35 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,742 $1.33M 0.32% -104 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,738 $1.33M <0.01% +3 13F-HR Timeline Group Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,735 $1.32M 0.21% -166 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,733 $1.32M 0.04% +8 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,624 $1.32M 0.59% 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,731 $1.32M 0.19% -6 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,730 $1.32M 0.06% +2 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,730 $1.32M 0.31% +706 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,730 $1.32M 0.61% +275 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,730 $1.32M 0.12% +24 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,730 $1.32M 0.3% -65 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,718 $1.31M 0.58% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,717 $1.31M 0.19% -71 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,717 $1.31M 0.46% new 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,558 $1.31M 1.05% -45 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,712 $1.31M 1.18% +8 13F-HR Timeline Group Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,710 $1.31M 0.91% +50 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,710 $1.3M 0.21% +20 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,710 $1.3M 0.37% +1,250 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 1,707 $1.3M 0.41% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,707 $1.3M 0.15% -1,041 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 1,706 $1.3M 0.47% +1,109 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,706 $1.3M 0.23% +639 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 1,705 $1.3M 0.22% +1 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,701 $1.3M 0.55% -1,206 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,700 $1.3M 0.34% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,700 $1.3M 0.86% +100 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 1,700 $1.3M 0.35% 0 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,699 $1.3M 0.05% -147 13F-HR Timeline Group Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,698 $1.3M 0.48% +49 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,698 $1.3M 0.82% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,696 $1.29M 0.72% +281 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,692 $1.29M 0.66% +44 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 1,690 $1.29M 0.07% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,687 $1.29M 0.87% +85 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,678 $1.28M 0.53% +634 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,678 $1.28M 0.46% +40 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,676 $1.28M 0.32% -31 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 1,675 $1.28M 1.27% 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,673 $1.28M 0.6% -8 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,663 $1.27M 0.48% -75 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,740 $1.26M 0.15% +108 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,655 $1.26M 0.17% +1,608 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,654 $1.26M 0.07% +18 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,654 $1.26M 0.99% +10 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,651 $1.26M 0.39% +171 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 1,649 $1.26M 0.46% +207 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,649 $1.26M 0.12% new 13F-HR Timeline Group Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 1,273 $1.26M 0.53% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,523 $1.26M 0.42% +285 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,640 $1.25M 0.07% +37 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,632 $1.25M 0.06% +28 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,631 $1.24M 0.15% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 1,631 $1.24M 0.68% +213 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,627 $1.24M 0.22% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,627 $1.24M 0.71% +114 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,625 $1.24M 0.59% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,623 $1.24M 0.37% -77 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,465 $1.24M 0.26% -30 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,619 $1.24M 0.19% -17 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,618 $1.23M 0.53% +306 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,613 $1.23M 0.2% -158 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,613 $1.23M 0.56% -282 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,613 $1.23M 0.51% -16 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,610 $1.23M 0.55% -5 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,610 $1.23M 0.31% -223 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,607 $1.23M 0.43% +5 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,605 $1.22M 0.91% 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,602 $1.22M 0.36% +19 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,600 $1.22M 0.1% +838 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 1,598 $1.22M 0.87% 0 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 1,594 $1.22M 0.22% -48 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,589 $1.22M 0.71% -109 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,592 $1.21M 0.46% +398 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,479 $1.21M 0.37% +382 13F-HR Timeline Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 1,591 $1.21M 0.77% -9 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 1,589 $1.21M 0.07% -5 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,489 $1.21M 0.24% +1,004 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,587 $1.21M 0.43% +23 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,583 $1.21M 0.93% +95 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,581 $1.21M 0.4% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,579 $1.21M 0.37% +74 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,575 $1.2M 0.37% +32 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 1,573 $1.2M 0.16% -246 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,573 $1.2M 0.85% +35 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,572 $1.2M 0.79% +67 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,571 $1.2M 0.17% -53 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,570 $1.2M 1.08% +40 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,569 $1.2M 0.26% +855 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,568 $1.2M 0.22% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,567 $1.2M 0.17% +154 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,562 $1.19M 0.2% -488 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 1,558 $1.19M 0.08% +8 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,558 $1.19M 0.24% -423 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,557 $1.19M 0.33% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,556 $1.19M 0.53% -9 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,554 $1.19M 0.2% +77 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,554 $1.19M 0.25% +50 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,156 $1.18M 0.53% +26 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 1,550 $1.18M 1.01% -66 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,549 $1.18M 0.37% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,546 $1.18M 0.12% +3 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,542 $1.18M 0.15% +240 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,538 $1.17M 0.2% -177 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,538 $1.17M 0.34% -537 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,538 $1.17M 0.4% -25 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,538 $1.17M 0.07% -218 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,532 $1.17M 0.47% -1 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,532 $1.17M 0.12% -1,416 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,530 $1.17M 0.55% +200 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,527 $1.17M 0.26% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 1,524 $1.16M 0.28% -40 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,524 $1.16M 0.62% +48 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,524 $1.16M 0.52% -59 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 1,521 $1.16M 0.21% -115 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,520 $1.16M 0.06% -97 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,380 $1.16M 0.21% -71 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,519 $1.16M 0.01% +554 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 1,519 $1.16M 0.79% -15 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 1,517 $1.16M 0.33% -14 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,516 $1.16M 0.53% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,516 $1.16M 0.53% -34 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,515 $1.16M 0.65% -439 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,515 $1.16M 0.81% +118 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,511 $1.15M 0.1% -100 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,510 $1.15M 1.98% -20 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,510 $1.15M 0.09% -37 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,510 $1.15M 0.16% +568 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,506 $1.15M 0.22% +87 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,499 $1.14M 0.04% +1,130 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,498 $1.14M 0.37% +17 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,497 $1.14M 0.38% +38 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,493 $1.14M 0.17% +259 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,495 $1.14M 0.4% -337 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,494 $1.14M 0.45% +698 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,491 $1.14M 0.26% +29 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,489 $1.14M 0.14% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,486 $1.13M 0.64% +407 13F-HR/A Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,372 $1.13M 0.3% +76 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,484 $1.13M 0.41% -25 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 1,480 $1.13M 0.36% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,479 $1.13M 0.73% -3 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 1,478 $1.13M 0.37% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,463 $1.13M 0.84% -50 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,473 $1.12M 0.33% -1,102 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,473 $1.12M 0.19% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,470 $1.12M 0.58% +1 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,470 $1.12M 0.48% +21 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,467 $1.12M 0.78% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,467 $1.12M 0.22% +713 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,465 $1.12M 0.51% +100 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,465 $1.12M 0.5% +20 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. 1,461 $1.11M 0.03% -229 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,320 $1.11M 0.18% +53 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,459 $1.11M 0.42% +41 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,455 $1.11M 0.33% -330 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,447 $1.1M 0.26% -27 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,447 $1.1M 0.1% +23 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 1,445 $1.1M 0.19% -120 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,443 $1.1M 0.31% +26 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,443 $1.1M 0.12% +195 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,443 $1.1M 0.25% +353 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,442 $1.1M 0.13% -35 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,441 $1.1M 0.1% -383 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,440 $1.1M 1.5% +161 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,308 $1.1M 0.1% +189 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,438 $1.1M 0.13% -92 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,433 $1.09M 0.12% +336 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,432 $1.09M 0.07% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,428 $1.09M 0.07% +1,026 13F-HR/A Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,427 $1.09M 0.2% +2 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,427 $1.09M 0.23% -52 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,427 $1.09M 0.43% +77 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,340 $1.09M 0.12% +391 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,425 $1.09M 0.64% +227 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,424 $1.09M 0.19% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,424 $1.09M 0.84% 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,424 $1.09M 0.09% +6 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,421 $1.08M 0.47% -159 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,419 $1.08M 0.45% -95 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,418 $1.08M 1.07% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,415 $1.08M 0.32% +300 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,413 $1.08M 0.75% +18 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,411 $1.08M 0.74% +49 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,411 $1.08M 0.48% -52 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,408 $1.07M 0.18% +252 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,405 $1.07M 0.05% +520 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,402 $1.07M 0.62% -15 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,398 $1.07M 0.36% +173 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,398 $1.07M 0.17% -63 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,398 $1.07M 0.17% 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,397 $1.07M 0.39% -21 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,396 $1.07M 0.14% -10 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,395 $1.06M 0.19% +14 13F-HR Timeline American Investment Services, Inc. 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