SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,671 $293K 0.01% -518 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 3,670 $293K 0.15% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,650 $292K 0.12% -665 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,649 $292K 0.22% -59 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,644 $291K 0.08% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,641 $291K 0.03% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,631 $290K 0.15% -915 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,401 $290K 0.1% +327 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,629 $290K 0.1% -186 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,628 $290K 0.29% 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 3,621 $289K 0.06% -25,512 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,620 $289K 0.16% 0 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,611 $288K 0.08% -37 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,602 $288K 0.14% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,602 $288K 0.05% 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,598 $287K 0.03% -784 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,595 $287K 0.03% +484 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,597 $287K 0.02% +527 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,585 $286K 0.07% +67 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,172 $286K 0.12% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,575 $286K 0.08% -700 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,570 $285K 0.11% +400 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,568 $285K 0.04% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 3,573 $285K 0.03% -394 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,143 $285K 0.03% +720 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,560 $284K 0.09% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,559 $284K 0.23% -1,961 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,556 $284K 0.05% +456 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,537 $283K 1.34% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,528 $282K 0.11% +286 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,521 $281K 0.09% +54 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,484 $281K 0.06% -54 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,506 $280K 0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,504 $280K 0.14% +1,161 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,464 $279K 0.04% +233 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,488 $279K 0.03% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,451 $278K 0.14% +7 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,480 $278K 0.03% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,469 $277K 0.09% new 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,466 $277K 0.1% -167 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,433 $274K 0.03% +497 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,422 $273K 0.1% 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,420 $273K 0.2% 0 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 3,415 $273K <0.01% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,200 $273K 0.17% new 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 3,413 $273K 0.17% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,412 $273K 0.09% -362 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,382 $272K 0.03% -36 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,403 $272K 0.05% -95 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,398 $271K 0.26% +28 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,395 $271K 0.05% 0 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 3,394 $271K 0.04% -300 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,381 $270K 0.02% -253 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,384 $270K 0.03% +199 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,371 $269K 0.02% +453 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,357 $268K 0.02% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,357 $268K 0.09% -14 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,354 $268K 0.18% 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,344 $267K 0.34% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,357 $267K <0.01% +3,249 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,342 $267K 0.1% -323 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,337 $267K 0.02% -744 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,328 $266K 0.24% 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,323 $265K 0.08% -63 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,310 $264K 0.07% -15,227 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,303 $264K 0.04% -1,816 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 3,280 $262K 0.2% 13F-HR/A Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 3,276 $262K 0.04% -719 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,023 $262K 0.25% 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 3,265 $261K 0.14% +33 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 3,250 $260K 0.14% -250 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,248 $259K 0.07% -448 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,244 $259K 0.07% new 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 3,241 $259K 0.2% +2,597 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,230 $258K 0.07% -952 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,811 $257K 0.23% -693 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,210 $256K 0.17% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,219 $256K 0.02% -97 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,207 $256K 0.01% +624 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,180 $254K 0.02% -385 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,149 $252K 0.01% +175 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,149 $252K 0.16% -521 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,136 $251K 0.12% -799 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,127 $250K 0.02% -333 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 3,125 $250K 0.19% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,124 $250K 0.03% +372 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,123 $249K 0.11% +20 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 3,110 $248K 0.26% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,742 $247K 0.06% -299 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 3,077 $246K 0.11% +754 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,027 $242K 0.01% -262 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,024 $242K 0.03% -317 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,827 $241K 0.03% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,009 $240K 0.03% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,575 $239K 0.03% -773 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,989 $239K 0.12% +139 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,989 $239K <0.01% -62 13F-HR Timeline Group Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,984 $238K 0.26% 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 2,976 $238K 0.01% +336 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 2,976 $238K 0.15% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,972 $237K 0.02% -1,479 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,972 $237K 0.14% +93 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,955 $237K 0.21% 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,968 $237K 0.04% +100 13F-HR/A Timeline Exchange Bank More: the full row for Exchange Bank 2,952 $236K 0.19% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,926 $234K 0.02% -603 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,926 $234K 0.09% -1,826 13F-HR/A Timeline Delaney Dennis R More: the full row for Delaney Dennis R 2,925 $234K 0.12% -15,580 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,922 $233K 0.05% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,921 $233K 0.09% -732 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,920 $233K 0.18% new 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,919 $233K 0.09% -263 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,917 $233K 0.03% -360 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 2,916 $233K 0.13% -4,227 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,909 $232K 0.02% -961 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,908 $232K 0.12% +100 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,906 $232K 0.12% +360 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 2,902 $232K 0.2% 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,897 $231K 0.01% -651 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 2,893 $231K 0.08% -2 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2,890 $231K 0.05% -1,913 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 2,885 $230K 0.18% -292 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,873 $229K 0.05% 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,873 $229K 0.19% 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 2,862 $229K 0.13% -39 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,864 $229K 0.15% -149 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,858 $228K 0.05% +92 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,857 $228K 0.12% +4 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,854 $228K 0.12% -528 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,854 $228K 0.01% +30 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,840 $227K 0.07% -24 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,838 $227K 0.16% 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,831 $226K <0.01% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,822 $225K 0.03% -78 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,816 $225K 0.04% 0 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,816 $225K 0.03% -6 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,807 $224K 0.04% +150 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,785 $222K 0.14% -102 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,784 $222K 0.01% -955 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,773 $222K 0.15% +375 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,773 $221K 0.08% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,769 $221K 0.02% +17 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,760 $220K 0.01% +265 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,758 $220K 0.09% -26 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,751 $220K 0.04% +33 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,743 $219K 0.02% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,743 $219K 0.18% 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,738 $219K 0.11% -114 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,735 $218K 0.09% +300 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,725 $218K 0.04% +141 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,716 $217K 0.18% -292 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,705 $216K 0.16% -2,086 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,704 $216K 0.08% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,690 $215K 0.03% -60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,401 $214K 0.01% -1,837 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,676 $214K 0.12% -200 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,673 $214K 0.01% +208 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 2,659 $212K 0.12% +58 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,653 $212K 0.13% 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,481 $212K 0.09% +24 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,651 $212K <0.01% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 2,642 $211K 0.17% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,640 $211K 0.04% -243 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,638 $211K 0.03% +8 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,602 $210K 0.01% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,601 $208K 0.12% 0 13F-HR/A Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,597 $207K 0.13% -480 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,595 $207K 0.02% +4 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,594 $207K 0.04% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,591 $207K 0.13% +333 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,567 $205K 0.05% -88 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,566 $205K 0.02% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,566 $205K 0.15% -509 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,557 $204K 0.14% -7,178 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,548 $204K 0.18% -49 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,541 $203K 0.02% -79 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,540 $203K 0.03% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,529 $202K 0.02% +70 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,527 $202K 0.08% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,517 $201K <0.01% +167 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,494 $201K 0.02% -59 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,513 $201K 0.24% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,207 $200K 0.17% 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,507 $200K 0.05% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,506 $200K -989 Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,500 $200K 0.03% +89 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,488 $199K 0.01% +105 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 2,468 $197K 0.13% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,400 $192K 0.01% +980 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,400 $191K 0.1% -1,400 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,379 $190K 0.05% -343 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,300 $184K 0.07% -3,600 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,293 $183K 0.11% -611 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,244 $179K 0.01% +322 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,236 $179K 0.1% -193 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,190 $175K 0.02% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 2,150 $172K 0.04% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,131 $170K 0.02% -66 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,119 $169K 0.03% -1,251 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,099 $168K 0.06% 0 13F-HR Timeline