SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,589 $871K 0.03% +48 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 1,588 $870K 0.32% +2 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,582 $867K 0.45% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,581 $867K 0.36% +39 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,580 $866K 0.03% +577 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,803 $865K 0.4% -14 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,571 $861K 0.25% +47 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,571 $861K 0.05% -48 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,568 $859K 0.23% -935 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,628 $858K 0.22% +421 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,788 $858K 0.28% +53 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,563 $855K 0.45% -32 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,556 $853K 0.24% -10 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,550 $850K 0.13% -25 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,538 $843K 0.12% +37 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,537 $842K 0.01% -397 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,528 $838K 0.33% +177 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,527 $837K 0.81% +1 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,526 $836K 0.03% -344 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,524 $836K 0.33% +255 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,524 $835K 0.2% +110 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,522 $834K 0.57% -46 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,618 $833K 0.44% -67 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,519 $832K 0.74% -376 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,516 $831K 0.2% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,514 $830K 0.2% +4 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,508 $827K 0.08% +14 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,508 $826K 0.28% new 13F-HR/A Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,507 $826K 0.63% +122 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,508 $826K 0.37% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,502 $823K 0.05% -49 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,500 $822K 0.09% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,500 $822K 0.04% -43 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,498 $821K 0.26% +201 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,495 $819K 0.18% +12 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,492 $818K 0.14% -59 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,491 $817K 0.32% -5 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,487 $815K 0.44% +55 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,486 $815K 0.33% +9 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,485 $814K 0.22% -220 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,595 $812K 0.54% +3 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,478 $810K 0.18% +203 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,478 $810K 0.45% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 1,478 $810K 0.4% -5 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,477 $810K 0.28% -150 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,476 $809K 0.28% +25 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,474 $808K 0.22% -66 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,472 $807K 0.35% +175 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 1,470 $806K 0.58% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,469 $805K 0.07% -332 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,468 $805K 0.08% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,467 $804K 0.97% -1 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,466 $804K 0.3% +43 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,463 $802K 0.26% -142 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,460 $800K 0.06% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,459 $800K 0.08% +51 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,456 $798K 0.09% 0 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 1,455 $798K 0.64% +591 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,453 $796K 0.09% -20 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,444 $791K 0.05% +98 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,442 $790K 0.28% -17 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 1,442 $790K 0.04% new 13F-HR Timeline Group Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 1,441 $789K 2.99% -22,435 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,438 $788K 0.23% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,434 $786K 0.25% -182 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 1,428 $783K 0.71% +40 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,426 $782K 0.09% -2,351 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,425 $781K 0.09% -193 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,425 $781K 0.2% +2 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,422 $779K 0.09% +32 13F-HR/A Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,419 $778K 0.3% -2 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,418 $777K 0.04% +5 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,412 $774K 0.25% -115 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,410 $773K 0.02% +10 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,409 $772K 0.2% -218 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,406 $770K 0.07% -24 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 1,400 $767K 0.29% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,398 $766K 0.09% -123 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,398 $766K 0.25% -40 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 1,394 $764K 0.24% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,392 $763K 0.05% -115 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,390 $762K 0.18% -397 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,383 $758K 0.02% -28 13F-HR Timeline Group Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 1,380 $756K 0.06% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,377 $755K 0.2% +39 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,375 $754K 0.17% +725 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,370 $751K 0.37% -123 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,368 $750K 0.21% +24 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 1,366 $749K 0.42% +3 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,364 $748K 0.43% +1 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 1,363 $747K 0.23% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,418 $747K 0.23% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,358 $744K 0.19% -35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,358 $744K 0.05% +137 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 1,353 $742K 0.04% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,352 $741K 0.06% -29 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,351 $741K 0.3% +1,253 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,345 $737K 0.18% -80 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,339 $734K 0.31% -54 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,336 $732K 0.1% -55 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,335 $732K 0.15% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,334 $731K 0.12% -143 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,330 $729K 0.38% +67 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,329 $728K 0.38% +1 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,322 $725K 0.43% -51 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,317 $724K 0.26% -1 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,317 $722K 0.08% +76 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,316 $721K 0.13% -22 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,314 $720K 0.4% -25 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 1,313 $720K 0.27% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,312 $719K 0.32% +243 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,311 $719K 0.07% +47 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,313 $719K 0.08% +3 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,311 $718K 0.54% -5 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,309 $718K 0.07% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,307 $716K 0.41% +65 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,302 $714K 0.29% +1 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,301 $713K 0.05% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 1,299 $712K 0.21% +2 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,297 $711K 0.06% -346 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,297 $711K 0.2% +81 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,292 $708K 0.34% +41 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,292 $708K 0.04% -182 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,289 $707K 0.31% +306 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,288 $706K 0.04% +99 13F-HR/A Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,287 $705K 0.51% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,286 $705K 0.15% +375 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,286 $705K 0.09% +122 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,284 $704K 0.6% -73 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,282 $703K 0.54% -36 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 1,280 $702K 0.4% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,280 $702K 0.09% +463 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,279 $701K 0.45% -351 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,277 $700K 0.1% +109 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,275 $699K 0.1% +466 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 1,274 $698K 0.15% -107 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,272 $697K 0.39% +52 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,268 $695K 0.12% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,265 $693K 0.12% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,265 $693K 0.69% -8 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,265 $693K 0.66% -2 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,261 $691K 0.35% +1,122 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,231 $691K 0.08% +267 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 1,255 $688K 0.17% +134 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,252 $686K 0.6% +173 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,250 $685K 0.09% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,250 $685K 0.29% -331 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,243 $681K 0.08% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,241 $681K 0.46% -57 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 1,241 $680K 0.66% +13 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,241 $680K 0.22% +773 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,240 $680K 0.14% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,240 $680K 0.32% -3 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,239 $679K 0.65% -4 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,238 $679K 0.08% +152 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 1,238 $679K 0.56% -50 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 1,235 $677K 2.28% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,234 $676K 0.1% +154 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,227 $673K 0.07% +100 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,225 $671K 0.53% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,225 $671K 0.06% +40 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,224 $671K 0.21% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,220 $669K 0.12% -42 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,219 $668K 0.24% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,217 $667K 0.41% +192 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,217 $667K 0.07% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,174 $666K 0.03% -31 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,213 $665K 0.1% -50 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 1,211 $664K 1.58% -17 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,209 $663K 0.13% +12 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,208 $662K 0.28% +5 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,205 $660K 0.07% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,204 $660K 0.15% +55 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,202 $659K 0.53% -37 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,199 $657K 0.44% -862 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,194 $654K 0.22% -1,813 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,194 $654K 0.22% +2 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,191 $653K 0.38% +228 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 1,190 $652K 0.1% -1,300 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,187 $651K 0.21% 0 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,186 $650K 0.37% -320 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,185 $650K 0.25% +74 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,182 $648K 0.05% +3 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,180 $647K 0.47% +187 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,179 $646K 0.13% -18 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,175 $644K 0.15% -1 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,175 $644K 0.05% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,175 $644K 0.54% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,172 $642K 0.05% +407 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 1,165 $639K 0.09% -10 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,165 $639K 0.51% -13 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,157 $635K 0.09% +28 13F-HR/A Timeline EWA, LLC More: the full row for EWA, LLC 1,158 $635K 0.24% +129 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,155 $633K 1.26% +103 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 1,155 $633K 0.31% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,154 $633K 0.22% +745 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,151 $631K 0.22% +271 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,150 $630K 0.57% -9 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,149 $630K 0.11% -102 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,137 $629K 0.22% -31 13F-HR Timeline