AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,229 $743K 0.22% -986 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,226 $741K 0.01% -269 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 1,222 $739K 0.05% +3 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,220 $737K 0.01% +445 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,191 $736K 0.04% -127 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,217 $736K 0.29% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,215 $734K 0.05% +21 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,200 $734K 0.16% +340 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,214 $734K 0.11% +80 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 1,212 $733K 0.84% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,206 $729K 0.08% -4 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,206 $728K 0.01% +186 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,202 $726K 0.05% -49 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,201 $726K 0.37% +111 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,199 $725K 0.14% +3 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,199 $724K 0.14% +6 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,194 $722K 0.08% +19 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,194 $722K 0.09% +137 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,190 $719K 0.13% -420 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 1,188 $718K 0.7% 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,187 $717K 1.18% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,186 $717K 0.04% -71 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,185 $716K 0.51% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,182 $714K 0.39% -1,332 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,179 $713K 0.07% +14 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,178 $712K 0.01% -899 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,177 $711K 0.02% -8 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 1,177 $711K 0.04% -1,107 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,176 $711K 0.03% +209 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,173 $709K 0.09% +4 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,173 $709K 0.07% +179 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,173 $709K 0.03% -90 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,172 $708K 0.27% -398 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,171 $707K 0.1% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,168 $706K 0.36% +151 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,165 $704K 0.5% -26 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,162 $702K 0.06% +66 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,158 $700K 0.08% +248 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 1,157 $700K 0.49% -4 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,156 $699K 0.11% -37 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,156 $699K 0.08% -18 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,154 $697K 0.1% +154 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 1,152 $696K 0.23% -1,000 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,151 $696K 0.18% +76 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,149 $694K 0.06% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,148 $694K 0.27% +1 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,147 $693K 0.17% -151 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,146 $693K 0.1% -45 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,144 $691K 0.01% +27 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,144 $691K 0.12% +185 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,140 $689K 0.32% -13 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,139 $688K 0.29% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,137 $687K 0.03% -172 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,136 $687K 0.2% +57 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,134 $685K 0.12% -321 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,133 $685K 0.11% -21 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,151 $682K 0.05% +98 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,127 $681K 0.09% +31 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,126 $681K 0.4% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,126 $681K 0.13% -758 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,125 $680K 0.04% -8 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 1,125 $680K 0.38% +515 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,124 $679K 0.11% +14 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 1,121 $677K 0.33% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 1,513 $676K 0.4% -7 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,129 $676K 0.1% +24 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,118 $676K 0.11% -32 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,114 $673K 0.08% +375 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 1,114 $673K 0.58% 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,107 $673K 0.31% +18 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,111 $671K 0.05% +249 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,110 $671K 0.15% +43 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,110 $671K 0.02% -183 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,109 $670K 0.02% +209 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,107 $669K 0.11% +5 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,107 $669K 0.23% +996 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,107 $669K 0.27% +34 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,101 $665K 0.07% -75 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,100 $665K 0.6% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,100 $665K 0.39% 0 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 1,098 $664K +560 Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 1,097 $663K 0.17% 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 1,094 $661K 0.31% -4 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,094 $661K 0.01% +192 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,092 $660K 0.22% -32 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,088 $658K 0.13% +50 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,087 $657K 0.09% -309 13F-HR/A Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 1,086 $656K 0.08% +55 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,086 $656K 0.07% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,085 $656K 0.19% +1,084 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,085 $656K 0.19% -120 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,081 $653K 0.04% +168 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,069 $646K 0.03% +226 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,067 $645K 0.12% -981 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,064 $643K 0.25% -22 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,063 $643K 0.09% -31 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,064 $643K 0.05% +13 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,062 $642K 0.33% -69 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,062 $642K 0.08% +21 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,061 $641K 0.33% 0 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,060 $641K 0.32% +94 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,056 $638K 0.13% +68 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,055 $638K 0.03% +142 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,053 $636K 0.04% -13 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,052 $636K 0.2% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,073 $636K 0.29% -98 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,050 $635K 0.13% +50 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,050 $635K 0.1% +466 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,049 $634K 0.14% +41 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,049 $634K 0.11% -23 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 1,048 $633K 0.16% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,047 $633K 0.1% -25 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,047 $633K 0.09% -9 13F-HR Timeline Group SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,047 $633K 0.4% -2,499 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 1,044 $631K 0.19% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,039 $628K 0.08% +54 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,039 $628K 0.03% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,038 $627K 0.27% +2 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 1,036 $626K 0.05% new 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,031 $623K 0.22% 0 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,030 $622K 0.26% +6 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,007 $621K 0.23% +559 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,024 $619K 0.38% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,024 $619K 0.03% +214 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,022 $618K 0.49% -487 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,021 $617K 0.19% +111 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,020 $616K 0.07% +13 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,018 $615K 0.07% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,016 $614K 0.06% -161 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,015 $613K 0.09% -117 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,013 $612K 0.16% +12 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,010 $611K 0.06% -151 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,009 $610K 0.57% new 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,008 $609K 0.33% +37 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,007 $609K 0.14% -132 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,006 $608K 0.06% +2 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,003 $606K 0.43% +2 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,000 $604K 0.01% 0 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,000 $604K 0.16% -800 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,000 $604K 0.19% -500 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 993 $603K 0.17% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 997 $603K 0.52% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,036 $602K 0.16% +18 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 996 $602K 0.21% -131 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 995 $601K 0.32% -321 13F-HR Timeline CNB Bank More: the full row for CNB Bank 992 $600K 0.25% -85 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 990 $598K 0.44% +547 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 989 $598K 0.05% +226 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 989 $598K 0.13% +65 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 988 $597K 0.45% +4 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 987 $597K 0.17% +239 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 986 $596K 0.25% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 986 $596K 0.04% +1 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 985 $595K 0.08% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 984 $595K 0.15% +60 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 984 $595K 0.13% +1 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 984 $594K 0.34% +21 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 983 $594K 0.11% +81 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 983 $594K 0.07% -16 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 982 $594K 0.21% 0 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 980 $592K 0.27% +46 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 978 $591K 0.33% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 978 $591K 0.18% +26 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 977 $591K 0.26% +4 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 974 $589K 0.07% -68 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 970 $586K 0.09% +100 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 970 $586K 0.42% -86 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 969 $585K 0.04% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 968 $585K 0.32% +29 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 965 $583K 0.16% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,205 $583K 0.09% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 963 $582K 0.08% +109 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 961 $581K 0.27% +4 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 959 $580K 0.07% +81 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 957 $578K 0.46% +245 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 956 $578K 0.24% +5 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 933 $576K 0.1% -120 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 953 $576K 0.02% +455 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 950 $574K 0.29% -50 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 950 $574K 0.51% -34 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 950 $574K 0.08% +1 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 949 $573K 0.04% +12 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 948 $573K 0.2% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 948 $573K 0.14% +3 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 948 $573K 0.24% +16 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 947 $572K 0.25% +36 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 944 $571K 0.23% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 944 $571K 0.02% 0 13F-HR/A Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 943 $570K 0.42% -5 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 938 $567K 0.09% -77 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 932 $563K 0.11% -31 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 932 $563K 0.19% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 910 $562K 0.12% +34 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 930 $562K 0.04% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 930 $562K 0.03% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 929 $561K 0.05% -136 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 928 $561K 0.31% 0 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 928 $561K 0.3% +464 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 926 $560K 0.03% +479 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 925 $559K 0.03% 0 13F-HR Timeline