Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,304 $1.39M 0.46% +168 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,303 $1.39M 0.11% -2 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,301 $1.39M 0.08% +600 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,301 $1.39M 0.08% +154 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,298 $1.39M 0.17% -9 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 2,289 $1.38M 0.74% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,289 $1.38M 0.03% +827 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,284 $1.38M 0.19% +61 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,273 $1.37M 0.04% -3,201 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,272 $1.37M 0.25% new 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 2,170 $1.36M 0.58% +1 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,214 $1.36M 0.16% +77 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 2,242 $1.36M 0.62% +355 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,240 $1.35M 0.06% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,237 $1.35M 0.26% -364 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,231 $1.35M 0.42% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,231 $1.35M 0.91% -27 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,225 $1.34M 0.09% -95 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,221 $1.34M 0.23% -306 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,219 $1.34M 0.05% -560 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,209 $1.34M 0.19% -94 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,230 $1.33M 0.09% -453 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,206 $1.33M 0.13% -147 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,206 $1.33M 0.34% 0 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 2,203 $1.33M 0.68% +13 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,198 $1.33M 0.33% +328 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,198 $1.33M 0.23% +1,394 13F-HR Timeline Group Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 2,197 $1.33M 0.86% -95 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,195 $1.33M 0.02% +91 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,188 $1.32M 0.19% -898 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,178 $1.32M 0.21% -705 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,168 $1.31M 0.12% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,166 $1.31M 0.14% -505 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,154 $1.3M 0.03% +504 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 2,500 $1.3M 0.51% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,147 $1.3M 0.09% -4,269 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,142 $1.29M 0.22% -375 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,140 $1.29M 0.04% +50 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,137 $1.29M 0.1% -51 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,126 $1.29M 0.14% +198 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,125 $1.28M 0.87% +357 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 2,123 $1.28M 0.77% +13 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,121 $1.28M 0.03% +9 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,500 $1.28M 0.15% -493 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2,113 $1.28M 0.51% +12 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,112 $1.28M 1.3% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,108 $1.27M 0.07% +9 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 2,104 $1.27M 0.64% -268 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,101 $1.27M 0.17% -8 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,100 $1.27M 0.04% +1,051 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,098 $1.27M 0.07% +1,098 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,094 $1.27M 0.29% -31 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,092 $1.26M 0.1% +349 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2,068 $1.26M 0.29% -21 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,090 $1.26M 0.23% +107 13F-HR Timeline City State Bank More: the full row for City State Bank 2,088 $1.26M 0.33% -280 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,086 $1.26M 0.07% +136 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,072 $1.25M 0.81% -9 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 2,065 $1.25M 1.07% -16 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,061 $1.25M 0.2% +129 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,058 $1.24M 0.09% -193 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 2,055 $1.24M 0.71% -161 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,011 $1.24M 0.09% -347 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,053 $1.24M 0.06% +118 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,051 $1.24M 0.04% +1,152 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,050 $1.24M 0.08% -2,363 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,050 $1.24M 0.11% +1,294 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,050 $1.24M 0.51% -82 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,041 $1.23M 0.44% -658 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,040 $1.23M 0.06% -235 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,020 $1.22M 0.69% -13 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,018 $1.22M 0.2% +39 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,013 $1.22M 0.13% -238 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,011 $1.22M 0.07% +481 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,006 $1.21M 0.63% -5 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,003 $1.21M 0.31% -143 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,003 $1.21M 0.55% +803 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,003 $1.21M 0.02% -1,061 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,000 $1.21M 0.16% -39 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 2,000 $1.21M 0.72% 0 13F-HR Timeline Group DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,990 $1.2M 0.21% +1,453 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,990 $1.2M 0.16% +85 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,979 $1.2M 0.29% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,978 $1.2M 0.27% +259 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,976 $1.19M 0.58% +34 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,976 $1.19M 0.51% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,974 $1.19M 0.13% -7 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,973 $1.19M 0.11% -14,798 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,966 $1.19M 0.18% -27 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,965 $1.19M 0.11% +13 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,964 $1.19M 0.08% -122 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,959 $1.18M 0.12% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,959 $1.18M 0.15% 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,958 $1.18M 0.08% +359 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 1,957 $1.18M 1.11% 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,955 $1.18M 0.4% -54 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 1,954 $1.18M 0.5% +56 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 1,950 $1.18M 0.69% -60 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,948 $1.18M 0.16% -143 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,947 $1.18M 0.09% -7 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,944 $1.17M 0.49% -1,045 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,943 $1.17M 0.12% +26 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,937 $1.17M 0.03% -41 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 1,937 $1.17M 0.69% 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,934 $1.17M 0.51% +707 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,934 $1.17M 0.08% -451 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,927 $1.16M 0.4% 0 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 1,925 $1.16M 0.24% +1,096 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 1,923 $1.16M 0.31% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,922 $1.16M 0.15% +570 13F-HR/A Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,922 $1.16M 0.1% +161 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,917 $1.16M 0.39% -52 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,019 $1.15M 0.07% +77 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,906 $1.15M 0.31% +187 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,906 $1.15M 0.48% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,904 $1.15M 0.04% +66 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,904 $1.15M 0.28% +1 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,902 $1.15M 0.06% -183 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 1,902 $1.15M 0.68% +80 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,901 $1.15M 1.08% +5 13F-HR Timeline Trust Co More: the full row for Trust Co 1,899 $1.15M 0.11% -1,925 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,892 $1.14M 0.1% -73 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 1,890 $1.14M 0.25% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,888 $1.14M 0.05% +76 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,888 $1.14M 0.38% -20 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,887 $1.14M 0.03% -290 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,881 $1.14M 0.06% -416 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,878 $1.14M 0.05% -218 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,877 $1.13M 0.06% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,875 $1.13M 0.46% +61 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,872 $1.13M 0.22% -1,000 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,869 $1.13M 0.05% +528 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,868 $1.13M 0.58% +11 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,863 $1.13M 0.35% +87 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,861 $1.12M 0.07% +61 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,859 $1.12M 0.18% -72 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,858 $1.12M 0.13% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,857 $1.12M 0.34% -4 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,855 $1.12M 0.09% -119 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,855 $1.12M 0.1% -6,270 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,854 $1.12M 0.14% +62 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,852 $1.12M 0.06% -10 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,851 $1.12M 0.34% +80 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,849 $1.12M 0.07% +70 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,834 $1.11M 0.03% +10 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,831 $1.11M 0.15% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,154 $1.11M 0.23% +79 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,826 $1.1M 0.26% -614 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,820 $1.1M 0.06% -120 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,819 $1.1M 0.59% +3 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,819 $1.1M 0.34% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,817 $1.1M 0.16% +16 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,815 $1.1M 0.01% +235 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,814 $1.1M 0.26% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,813 $1.1M 0.07% +10 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,813 $1.1M 0.11% +60 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,811 $1.09M 0.78% +115 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,968 $1.09M 0.21% +30 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 1,807 $1.09M 0.59% -31 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,801 $1.09M 0.03% -106 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,800 $1.09M 0.26% new 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,796 $1.09M 0.67% 0 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,760 $1.08M 0.43% -50 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,783 $1.08M 0.2% +1,015 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,782 $1.08M 0.07% +652 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 1,779 $1.08M 0.24% -40 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,776 $1.07M 0.53% -11 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,774 $1.07M 0.41% +111 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,771 $1.07M 0.29% +49 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,763 $1.07M 0.59% -210 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,763 $1.07M 0.03% -68 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,763 $1.07M 0.86% -503 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 1,760 $1.06M 0.74% +41 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,759 $1.06M 0.04% -487 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,754 $1.06M 0.09% -643 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,754 $1.06M 0.68% -198 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,753 $1.06M 0.33% +381 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,752 $1.06M 0.26% +1,184 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,748 $1.06M 0.51% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,745 $1.05M 0.24% +152 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 1,743 $1.05M 0.11% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,742 $1.05M 0.33% +1,148 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 1,741 $1.05M 0.43% +100 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,738 $1.05M 0.37% +339 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 1,735 $1.05M 0.12% -76 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,733 $1.05M 0.27% +7 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,730 $1.05M 0.15% +45 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,727 $1.04M 0.49% -30 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,724 $1.04M 0.06% -89 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,722 $1.04M 0.02% -52 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 1,720 $1.04M 1.01% 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,716 $1.04M 0.06% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,708 $1.03M 0.21% -5 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,707 $1.03M 0.08% -63 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,705 $1.03M 0.29% -12 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 1,704 $1.03M 0.28% new 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 1,704 $1.03M 0.18% +944 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 1,700 $1.03M 0.56% -221 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,700 $1.03M 0.25% +54 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,699 $1.03M 0.27% -22 13F-HR Timeline