Foster Group, Inc. More: the full row for Foster Group, Inc. 3,264 $258K 0.01% +19 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 3,255 $258K 0.19% +109 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,253 $258K 0.05% +173 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 3,146 $257K 0.09% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,238 $256K 0.07% -33 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 3,236 $256K 0.02% -183,293 13F-HR/A Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 3,235 $256K 0.14% -1,674 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,035 $255K 0.09% -588 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 6,690 $254K 0.1% +3,482 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 3,203 $254K 0.13% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,202 $253K 0.25% -2,917 13F-HR/A Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 3,202 $253K 0.2% +2,300 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,200 $253K 0.04% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 3,191 $253K 0.06% -175 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,175 $251K 0.08% +584 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,169 $251K 0.12% +5 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 3,159 $250K 0.19% 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,159 $250K 0.21% +324 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,158 $250K 0.06% -252 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,053 $250K 0.14% +76 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,153 $250K 0.07% -171 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 3,147 $249K 0.04% -1,521 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 3,143 $249K 0.28% -96 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,142 $249K 0.19% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,139 $248K 0.05% +483 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 3,135 $248K 0.12% -629 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,135 $248K 0.21% +10 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 3,134 $248K 0.12% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,755 $247K 0.1% 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 3,117 $247K 0.08% +25 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,119 $246K 0.04% -745 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,100 $245K 0.02% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 3,097 $245K 0.17% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,095 $245K 0.16% -606 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,093 $245K 0.07% -292 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,089 $245K 0.07% +179 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,081 $244K 0.17% +1 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,076 $244K 0.16% -253 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,074 $243K 0.17% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,071 $243K 0.04% +470 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,059 $242K 0.21% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,055 $242K 0.05% new 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,053 $242K 0.22% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,052 $242K 0.12% -6,840 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,051 $242K 0.05% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,049 $241K 0.1% -1,165 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,047 $241K 0.09% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,042 $241K 0.11% +135 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,042 $241K 0.01% +494 13F-HR Timeline Group Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 2,973 $241K 0.14% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,039 $241K 0.1% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,037 $240K 0.02% +917 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,014 $239K 0.08% -54 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,007 $238K <0.01% -876 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,004 $238K 0.25% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,649 $238K 0.03% +15 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,000 $237K 0.19% +2 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,998 $237K 0.16% -95 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,991 $237K 0.2% -117 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 2,990 $237K 0.14% -100 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,982 $236K 0.05% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,894 $235K 0.21% -216 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,968 $235K 0.08% -717 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,962 $234K 0.04% +255 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,902 $234K 0.05% -20 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,946 $233K 0.08% +133 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,945 $233K 0.08% +156 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,943 $233K 0.19% +16 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2,904 $232K 0.06% -735 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,762 $232K 0.05% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,922 $231K 0.11% -86 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,920 $231K 0.15% -3,013 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,920 $231K 0.07% +510 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 2,918 $231K 0.09% -2,047 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,915 $231K 0.02% -31 13F-HR/A Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 2,914 $231K 0.06% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 2,913 $231K 0.04% +100 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 2,912 $231K 0.06% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,910 $230K 0.01% -1,752 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,909 $230K 0.13% +120 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,908 $230K 0.08% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,893 $229K 0.03% -179 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,892 $229K 0.17% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,891 $229K 0.16% +5 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,891 $229K 0.06% +465 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,871 $227K 0.15% +381 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,870 $227K 0.13% +286 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,871 $227K 0.07% +3 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,864 $227K 0.04% +136 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 2,857 $226K 0.14% +250 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,853 $226K 0.02% -2,344 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 2,695 $226K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,849 $226K 0.09% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,849 $226K 0.08% -740 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,848 $225K 0.12% +5 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 2,846 $225K 0.24% -142 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,843 $225K 0.14% -11 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,840 $225K 0.05% +22 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,837 $225K 0.12% +423 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,836 $224K 0.17% -390 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,834 $224K 0.05% -222 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,828 $224K 0.03% -277 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 2,823 $223K 0.07% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,823 $223K 0.04% +308 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,820 $223K 0.09% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 2,790 $223K 0.06% +20 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,817 $223K 0.07% +372 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,816 $223K 0.1% +21 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,810 $222K 0.12% +1,039 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,808 $222K 0.02% +442 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,803 $222K 0.13% -1,550 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,800 $222K 0.1% -21 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,797 $221K 0.02% -352 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 2,793 $221K 0.1% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,789 $221K 0.01% -47 13F-HR Timeline Group DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 2,705 $221K 0.12% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,785 $220K 0.02% -235 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,785 $220K 0.13% +7 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 2,782 $220K 0.08% -570 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,778 $220K 0.01% -6,580 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,778 $220K 0.2% +1 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,710 $219K 0.09% 0 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 2,442 $219K 0.13% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,769 $219K 0.02% -3,660 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 2,768 $219K 0.06% -2,715 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2,767 $219K 0.04% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,766 $219K 0.05% -571 13F-HR Timeline Group Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,602 $219K 0.09% 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,763 $219K 0.09% 0 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,753 $218K 0.14% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,728 $218K 0.08% 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,751 $218K 0.03% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,748 $218K 0.04% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,744 $218K 0.04% -80 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 2,746 $217K 0.21% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,745 $217K 0.07% -11,694 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,743 $217K 0.02% -500 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,741 $217K 0.01% -423 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,736 $217K 0.09% -327 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,733 $216K 0.12% +12 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,729 $216K 0.03% -2,216 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 2,729 $216K 0.07% +21 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,727 $216K 0.07% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,716 $215K 0.06% -469 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,685 $215K 0.31% 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,713 $215K 0.02% -606 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 2,712 $215K 0.1% 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,700 $214K 0.07% new 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,699 $214K 0.04% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,694 $213K 0.03% +13 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,685 $213K 0.19% -444 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,683 $212K 0.11% -48 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,682 $212K 0.07% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,679 $212K 0.05% new 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 2,678 $212K 0.01% new 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 2,677 $212K 0.09% +2 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 2,675 $212K 0.15% -1,658 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 2,674 $212K 0.01% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,664 $211K 0.07% +136 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 2,664 $211K 0.24% +323 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,664 $211K 0.04% -248 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,657 $210K 0.06% -37 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 2,655 $210K 0.14% 0 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 2,648 $210K 0.03% -1,390 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,625 $208K 0.07% -621 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 2,623 $208K 0.05% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,622 $208K <0.01% -220,342 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,615 $207K 0.04% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,607 $206K 0.08% -25 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,601 $206K 0.22% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,600 $206K 0.08% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,599 $206K 0.06% -870 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,567 $206K 0.07% -417 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,596 $205K 0.03% -203 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,592 $205K 0.07% -102 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,591 $205K 0.01% new 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,586 $205K 0.02% +78 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,585 $205K 0.04% -750 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,585 $205K 0.04% -105 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,500 $205K 0.05% -300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Holistic Financial Partners More: the full row for Holistic Financial Partners 2,575 $204K 0.09% -1,834 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,571 $203K 0.13% -2,075 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 2,568 $203K 0.07% -100 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,568 $203K 0.07% -807 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,565 $203K 0.01% 0 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 523 $203K 0.02% -5,350 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 2,564 $203K 0.13% -61 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,561 $203K 0.03% -438 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 2,554 $202K 0.03% -1,305 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,526 $202K 0.02% +2,261 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,544 $201K 0.06% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,542 $201K 0.02% -632 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 2,540 $201K 0.03% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,538 $201K 0.07% -260 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,538 $201K 0.09% -140 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,536 $201K 0.07% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,526 $200K 0.05% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,460 $195K 0.14% 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 2,450 $194K 0.09% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,439 $193K 0.14% -125 13F-HR Timeline