SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,580 $806K 0.16% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,577 $805K 0.25% +304 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,576 $805K 0.03% -1,184 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,576 $805K 0.11% -573 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,573 $804K 0.46% -122 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,566 $802K 0.04% +55 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,591 $801K 0.42% -245 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,562 $800K 0.03% +503 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,561 $800K 0.52% -63 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,559 $799K 0.64% +23 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,752 $798K 0.1% +7 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,547 $796K 0.4% +36 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,546 $795K 0.06% +272 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,545 $795K 0.24% -166 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 2,600 $795K 0.18% -21 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 2,544 $795K 0.72% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 2,543 $794K 0.14% +689 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,542 $794K 0.17% -112 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,538 $793K 0.42% -87 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,502 $791K 0.07% +921 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,529 $790K 0.25% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,524 $788K 0.04% +138 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 2,523 $788K 0.29% +1,012 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,523 $788K 0.06% new 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,520 $787K 0.16% -512 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,516 $786K 0.1% +161 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,515 $785K 0.07% -82 13F-HR/A Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,508 $783K 1.19% +1 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,498 $780K 0.14% +15 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,497 $780K 0.62% +1,152 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,495 $779K 0.2% +100 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,493 $779K 0.47% -1,066 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,493 $779K 0.41% +71 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,485 $776K 1.14% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,480 $775K <0.01% -169,625 13F-HR Timeline Group Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 2,474 $773K 0.45% -7 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,470 $772K 0.2% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,469 $771K 0.53% +13 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,468 $771K 0.39% -1 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,466 $770K 0.22% +69 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 2,466 $770K 0.3% +6 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,464 $770K 0.19% -179 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,464 $770K 0.54% +59 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,461 $769K 0.29% -35 13F-HR Timeline City State Bank More: the full row for City State Bank 2,455 $767K 0.25% -50 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,453 $766K 0.01% -8 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,451 $766K 0.51% +155 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 2,547 $764K 0.15% -51 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,441 $762K 0.05% +90 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,440 $762K 0.83% -3 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,434 $760K 0.38% +5 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,434 $760K 0.5% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,432 $760K 0.25% +912 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,431 $759K 0.76% +1,088 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,430 $759K 0.32% -97 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,425 $757K 0.1% -1,778 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,424 $757K 0.68% -622 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,420 $756K 0.15% +596 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,414 $754K 0.15% -378 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,413 $754K 0.14% -98 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 2,408 $752K 0.23% +13 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,408 $752K 0.09% +55 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,408 $752K 0.06% -200 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,404 $751K 0.52% -113 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 2,401 $750K 0.13% -7 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,400 $750K <0.01% +700 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,399 $749K 0.08% -20 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,391 $747K 0.07% +101 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 2,390 $747K 0.29% +8 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,390 $747K 0.1% -209 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,390 $747K 0.1% +426 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,381 $744K 0.21% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,378 $743K 0.17% +26 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 2,438 $742K 0.15% 0 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 2,365 $742K 0.75% +419 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,372 $741K 0.28% -381 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,372 $741K 0.14% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,366 $739K 0.06% -135 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,361 $738K 0.14% -6 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,361 $737K 0.45% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,354 $735K 0.17% -15 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,350 $734K 0.25% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,322 $734K 0.18% +10 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,345 $733K 0.07% -13 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,341 $731K 0.31% -122 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,339 $731K 0.11% +8 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,326 $730K 0.22% +42 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,335 $729K 0.38% -200 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 2,333 $729K 0.66% +59 13F-HR Timeline American Trust More: the full row for American Trust 2,333 $729K 0.18% -6,380 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 2,332 $728K 0.59% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,331 $728K 0.31% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,331 $728K 0.24% -60 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,323 $726K 0.06% +285 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,322 $725K 0.11% -71 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,319 $724K 0.04% +153 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,312 $722K 0.15% +30 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,310 $722K 0.07% +4 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,308 $721K 0.13% -307 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,299 $718K 0.44% -258 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 2,292 $716K 0.4% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,282 $713K 0.34% +57 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,281 $713K 0.08% -50 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,317 $712K 0.07% +44 13F-HR/A Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,302 $712K 0.29% -3 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,275 $711K 0.03% -4,031 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,273 $710K 0.51% +451 13F-HR/A Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 2,271 $709K 0.61% -356 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,270 $709K 0.14% -39 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,268 $709K 0.09% +258 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,263 $707K 0.51% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,259 $706K 0.48% -34 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,257 $705K 0.39% +91 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,254 $705K 0.07% -229 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,256 $705K 0.19% -33 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,255 $705K 0.21% -898 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,254 $704K 0.17% new 13F-HR/A Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,254 $704K 0.09% -25 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 2,253 $704K 0.73% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,253 $704K 0.7% +1,450 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,237 $699K 0.06% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,237 $699K 0.77% -21 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,234 $698K 0.21% +8 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,229 $696K 0.07% -60 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,314 $694K 0.47% -691 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,206 $692K 0.05% -28 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,209 $690K 0.15% +1,354 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,207 $689K 0.26% -200 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,206 $689K 0.08% -219 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,200 $687K 0.08% +17 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,200 $687K 0.13% +110 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,195 $686K 0.2% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,194 $685K 0.2% +8 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,190 $684K 0.07% +868 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,189 $684K 0.26% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 2,187 $683K 0.53% 0 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 2,184 $682K 0.41% -9 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,183 $682K 0.83% -22 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 2,182 $682K 0.46% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,174 $679K 0.13% -3 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,175 $679K 0.06% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,173 $679K 0.16% -406 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,171 $678K 0.5% +66 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,168 $677K 0.52% -900 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,168 $677K 0.29% +96 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,167 $677K 0.54% -41 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,167 $677K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,163 $676K 0.17% +27 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,160 $675K 0.08% +1,131 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,156 $673K 0.12% +87 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,155 $673K 0.01% +910 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,151 $672K 0.3% +100 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,147 $671K 0.09% -208 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,147 $671K 0.27% +320 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 2,142 $669K 1.59% -6,027 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,143 $669K 0.18% -12 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,140 $668K 0.2% +8 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,133 $666K 0.28% +178 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,131 $666K 0.09% -134 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 2,131 $666K 0.12% -1,015 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,127 $664K 0.51% -40 13F-HR/A Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,122 $663K 0.29% -93 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,122 $663K 0.01% -2,061 13F-HR Timeline Group Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,121 $663K 0.08% +396 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,116 $661K 0.08% -300 13F-HR/A Timeline Port Capital LLC More: the full row for Port Capital LLC 2,114 $660K 0.03% -34 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 2,108 $658K 0.07% -4,845 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,105 $658K 0.28% +7 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 2,100 $656K 0.44% +100 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,097 $655K 0.2% -30 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,096 $655K 0.02% +12 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,096 $655K 0.48% -295 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,095 $654K 0.23% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,090 $653K 0.04% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,087 $652K 0.12% +98 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 2,085 $651K 0.01% new 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,080 $650K 0.17% -9 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,080 $650K 0.19% +5 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,077 $649K 0.33% +303 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,071 $647K 0.32% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,069 $646K 0.17% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,069 $646K 0.29% +240 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,066 $645K 0.07% -49 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,062 $644K 0.21% +183 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,060 $643K 0.09% +118 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 2,000 $642K 0.39% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,053 $641K 0.53% -168 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,051 $641K 0.09% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,050 $640K 0.11% +957 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,047 $639K 0.1% +499 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,046 $639K 0.18% -64 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 2,040 $637K 0.15% +9 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,038 $637K 0.14% +265 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,036 $636K 0.27% -45 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,036 $636K 0.11% +241 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,015 $632K 0.43% -25 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,015 $629K 0.26% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,013 $629K 0.01% -346 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 2,011 $628K 0.62% new 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,011 $628K 0.75% 0 13F-HR Timeline