MCF Advisors LLC More: the full row for MCF Advisors LLC 997 $771K 0.05% +266 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 992 $766K 0.09% 0 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 990 $765K 0.17% +40 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 984 $760K 0.09% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 983 $759K 0.12% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 983 $759K 0.31% -16 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 977 $756K 0.15% +98 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 972 $751K 0.32% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 971 $750K 0.02% -19 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 971 $750K 0.13% 0 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 969 $749K 0.09% +25 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 967 $747K 0.33% -41 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 966 $746K 0.18% -821 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 960 $742K 0.52% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 956 $739K 0.21% -7 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 954 $737K 0.04% +13 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 952 $735K 0.01% -125 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 948 $732K 0.02% +935 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 940 $726K 0.04% -15 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 939 $725K 0.01% +81 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 932 $720K 0.01% +47 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 927 $716K 0.02% +286 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 925 $715K 0.39% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 924 $714K 0.02% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 923 $713K 0.2% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 920 $711K 0.09% -87 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 913 $705K 0.15% +77 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 912 $705K 1.03% new 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,066 $701K 0.01% -89 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 903 $698K 0.06% -1,304 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 901 $696K 0.08% +15 13F-HR/A Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 900 $695K 0.02% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 899 $695K 0.09% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 899 $694K 0.24% -5 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 893 $690K 0.05% -14 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 891 $689K 0.06% -25 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 890 $688K 0.03% -10 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 888 $686K 0.12% -138 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 905 $684K 0.18% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 883 $682K 0.07% +207 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 881 $681K 0.05% -45 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 878 $678K 0.32% +138 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 875 $676K 0.04% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 874 $675K 0.28% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 873 $675K 0.03% -242 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 871 $673K 0.02% +12 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 869 $671K 0.02% +6 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 864 $667K 0.09% -321 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 862 $666K 0.01% +19 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 862 $666K 0.04% -26 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 859 $664K 0.05% -7 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 859 $664K 0.01% +228 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 856 $662K 0.13% -26 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 854 $660K 0.02% +116 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 850 $657K 0.29% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 777 $656K 0.01% +146 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 841 $650K 0.49% -66 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 838 $647K 0.25% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 835 $645K 0.06% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 834 $644K 0.19% +1 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 840 $642K 0.22% +1 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 830 $641K 0.04% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 830 $641K 0.08% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 829 $640K 0.16% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 827 $639K 0.12% -3 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 823 $636K 0.16% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 752 $632K 0.59% +24 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 817 $632K 0.04% -751 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 816 $630K 0.15% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 816 $630K <0.01% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 814 $629K 0.36% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 810 $626K 0.07% -21 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 809 $625K 0.01% -31 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 807 $623K 0.03% +2 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 815 $621K 1.62% +3 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 801 $619K 0.09% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 800 $618K 0.41% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 800 $618K 0.11% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 799 $617K 0.06% +409 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 798 $617K 0.28% +1 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 793 $613K 0.17% -130 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 773 $612K 0.17% +86 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 791 $611K 0.18% -631 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 790 $610K 0.2% +625 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 778 $601K 0.39% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 783 $599K 0.22% -4 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 772 $596K 0.43% new 13F-HR/A Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 771 $596K 0.02% 0 13F-HR Timeline Group INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 769 $594K 0.26% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 767 $592K 0.06% -2 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 766 $592K 0.03% +20 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 763 $589K 0.11% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 761 $588K 0.14% +158 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 760 $587K 0.08% -19 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 757 $585K 0.01% -17,691 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 756 $584K 0.07% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 754 $582K 0.43% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 753 $582K 0.01% +26 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 676 $581K 0.25% +42 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 752 $581K 0.01% +103 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 748 $578K 0.1% -94 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 746 $576K 0.33% +9 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 745 $576K 0.01% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 745 $575K 0.58% 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 744 $575K 0.27% +5 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 743 $574K 0.12% +3 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 743 $574K <0.01% -567 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 742 $573K 0.07% -16 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 741 $572K 0.03% -11 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 760 $570K 0.01% -45 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 738 $570K 0.01% +10 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 736 $568K 0.02% -52 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 730 $564K 0.1% -20 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 726 $561K 0.1% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 726 $561K 0.21% +89 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 725 $560K 0.04% +71 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 720 $556K 0.08% +29 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 719 $555K 0.07% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 718 $555K 0.04% +146 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 717 $554K 0.17% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 715 $552K 0.02% +5 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 715 $552K <0.01% -634 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 714 $552K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 712 $551K 0.19% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 712 $550K 0.2% -80 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 707 $547K 0.02% +602 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 707 $546K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 750 $545K 0.04% +1 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 706 $545K 0.03% new 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 701 $542K 0.1% +111 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 700 $542K <0.01% +175 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 697 $538K 0.04% +6 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 697 $538K 0.01% +7 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 626 $537K 0.04% +32 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 693 $535K 0.14% -1 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 692 $535K 0.04% -10 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 690 $533K 0.06% new 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 689 $532K 0.1% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 688 $532K 0.27% +31 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 718 $530K 0.07% +1 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 685 $529K 0.07% -32 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 681 $526K 0.04% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 681 $526K 0.05% +182 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 681 $526K 0.02% +29 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 675 $521K 0.17% -2 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 674 $521K 0.04% -355 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 673 $520K 0.12% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 673 $520K 0.04% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 666 $515K 0.02% -4 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 664 $513K 0.03% +61 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 662 $511K 0.07% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 662 $511K 0.19% +588 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 660 $510K 0.04% +25 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 659 $509K 0.06% +52 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 657 $508K 0.17% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 649 $501K 0.4% -5 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 646 $497K 0.03% +1 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 643 $497K 0.34% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 643 $497K 0.02% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 642 $496K 0.03% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 640 $494K 0.02% 0 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 640 $494K 0.19% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 640 $494K 0.1% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 639 $494K +103 Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 639 $494K 0.42% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 637 $492K 0.05% -35 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 635 $491K 0.11% +45 13F-HR Timeline Group OxenFree Capital LLC More: the full row for OxenFree Capital LLC 649 $490K 0.27% +10 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 633 $489K 0.15% -19 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 633 $489K 0.19% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 632 $488K 0.29% -12 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 631 $488K 0.11% -58 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 612 $487K 0.06% -53 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 627 $487K 0.02% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 630 $487K 0.13% -16 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 628 $485K 0.16% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 628 $485K 0.28% new 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 626 $484K 0.35% -10 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 624 $482K 0.04% +1 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 623 $481K 0.05% -167 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 622 $481K 0.15% 0 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 620 $479K 0.14% -65 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 619 $478K 0.03% -214 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 618 $478K 0.16% +46 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 618 $477K 0.07% -18 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 615 $475K <0.01% 0 13F-HR Timeline Group JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 615 $475K 0.1% -612 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 516 $475K 0.08% -841 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 614 $474K 0.05% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 613 $473K 0.02% -648 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 609 $470K 0.03% +235 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 608 $470K 0.03% -422 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 605 $468K 0.27% 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 603 $466K 0.14% -50 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 603 $466K 0.32% -871 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 601 $464K 0.14% +213 13F-HR Timeline Group Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 600 $464K 0.34% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 597 $461K 0.11% -11 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 589 $455K 0.09% +40 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 588 $455K 0.01% -28 13F-HR Timeline