Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,579 $354K 0.05% -5,795 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,299 $352K 0.03% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,550 $352K 0.01% +218 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,527 $349K 0.04% -1,643 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 3,521 $349K 0.08% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,516 $348K 0.01% +473 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,516 $348K 0.15% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,515 $348K 0.01% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,063 $348K 0.08% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,498 $346K 0.13% 0 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,227 $346K 0.07% +40 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 5,197 $345K 0.03% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,485 $345K 0.11% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,479 $345K 0.14% -267 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,476 $344K 0.04% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,005 $344K 0.09% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,472 $344K 0.08% +40 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,463 $343K 0.14% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,455 $342K 0.1% +271 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 3,455 $342K 0.14% -285 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,439 $341K 0.01% -29 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,436 $340K 0.06% -113 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 3,435 $340K 0.04% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,431 $340K 0.03% -294 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 3,420 $339K 0.05% -9,850 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,415 $338K <0.01% -6,408 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,404 $337K 0.07% -311 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,382 $335K 0.02% 0 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 3,375 $334K 0.1% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,366 $333K 0.01% -725 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,354 $332K <0.01% -262 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 3,350 $332K 0.03% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,343 $331K 0.01% +249 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,323 $329K 0.04% +61 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,308 $328K 0.05% -307 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 3,286 $326K 0.19% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 3,281 $325K 0.07% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,279 $325K 0.22% -36 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,266 $323K 0.01% +283 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,253 $322K 0.34% -1,725 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,250 $322K 0.05% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,249 $322K 0.03% new 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,245 $321K 0.17% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,243 $321K 0.01% -28 13F-HR Timeline Group One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 3,213 $318K 0.38% +18 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,203 $317K 0.05% 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 3,200 $317K 0.01% -15,171 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 3,200 $317K 0.19% +75 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,719 $316K 0.2% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,190 $316K 0.13% +536 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,188 $316K 0.16% +107 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,188 $316K 0.21% +1 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,169 $314K 0.02% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,167 $314K 0.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,166 $314K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,153 $312K 0.02% +428 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,151 $312K 0.07% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,141 $311K 0.01% +472 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,128 $310K 0.03% -80 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,118 $309K 0.26% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,113 $308K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,099 $307K 0.02% +774 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,095 $307K 0.01% new 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 3,082 $305K 0.03% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,082 $305K 0.04% +256 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,073 $304K 0.02% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,064 $303K 0.26% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,046 $302K <0.01% +328 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,034 $301K 0.01% -230 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 3,020 $299K -659 Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,012 $298K 0.08% +409 13F-HR Timeline SYMMETRY PEAK MANAGEMENT LLC More: the full row for SYMMETRY PEAK MANAGEMENT LLC 3,000 $297K 3.07% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,971 $294K 0.03% -196 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,947 $292K 0.2% +2 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,696 $288K <0.01% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,891 $286K 0.1% -1,606 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,884 $286K 0.02% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,876 $285K 0.15% -149 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 2,876 $285K 0.17% +142 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,793 $284K 0.02% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,199 $281K 0.02% -40 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,835 $281K 0.06% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,834 $281K 0.01% -75 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,833 $281K 0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,827 $280K <0.01% -677 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,823 $280K 0.08% +48 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,179 $279K 0.04% -2,759 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,810 $278K 0.02% -101 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,800 $277K 0.04% -92 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 2,800 $277K 0.07% new 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 1,750 $277K 0.12% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,780 $275K 0.03% -4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,771 $275K 0.01% +723 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,771 $274K 0.05% +204 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 2,754 $273K 0.27% -139 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 2,746 $272K 0.16% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,723 $270K 0.03% -55 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,715 $269K 0.05% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,713 $269K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,697 $267K 0.02% +139 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,693 $267K 0.01% +232 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 2,660 $263K 0.12% -634 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 3,000 $263K 0.19% -3,000 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,648 $262K 0.02% +17 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,644 $262K 0.07% +239 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,615 $259K 0.09% -753 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,613 $259K 0.05% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,607 $258K 0.03% -904 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,594 $257K 0.03% +370 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 2,586 $256K 2.39% -308 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,564 $254K 0.11% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,581 $253K 0.16% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,541 $252K <0.01% -218,557 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,536 $251K 0.06% -8,240 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,535 $251K 0.01% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,530 $251K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,523 $250K 0.02% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,521 $250K 0.07% -420 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,516 $249K 0.01% -7,735 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,516 $249K 0.04% -819 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,515 $249K 0.04% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,515 $249K 0.06% +100 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,506 $248K 0.01% +40 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 2,504 $248K 0.04% -2,500 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,499 $248K <0.01% -40 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,488 $246K 0.1% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,488 $246K 0.03% -157,152 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,467 $244K 0.03% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,465 $244K 0.02% 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,452 $243K 0.01% -1,591 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,428 $241K 0.19% +1 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,423 $240K 0.07% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 2,418 $240K 0.07% new 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,414 $239K 0.05% +46 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,405 $238K 0.04% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,396 $237K 0.01% -367 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,394 $237K 0.02% -3,255 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,385 $236K 0.07% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,372 $235K 0.06% -348 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,368 $235K 0.15% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,364 $234K 0.03% -2,904 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,364 $234K 0.21% -606 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 2,353 $233K 0.1% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,350 $233K 0.02% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,349 $233K 0.05% new 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,339 $232K 0.06% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,337 $232K 0.03% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,335 $231K 0.04% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,335 $231K 0.02% -75 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,331 $231K 0.11% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,325 $230K <0.01% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,325 $230K 0.08% new 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,324 $230K 0.14% -89 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,315 $229K 0.1% new 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 1,400 $229K 0.18% new 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 2,313 $229K <0.01% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,287 $227K <0.01% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,283 $226K 0.06% -645 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,281 $226K 0.11% -236 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,281 $226K 0.03% new 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 2,271 $225K 0.35% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,258 $224K 0.02% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,246 $222K 0.01% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,232 $221K <0.01% -1,255 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,230 $221K 0.03% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,228 $221K 0.07% new 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 2,214 $219K 0.04% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,211 $219K 0.01% new 13F-HR Timeline 9823 Capital, L.P. More: the full row for 9823 Capital, L.P. 2,211 $219K 0.17% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,211 $219K 0.02% new 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 2,210 $219K 0.11% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,995 $218K <0.01% -108 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,197 $218K 0.02% new 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,195 $217K 0.11% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,194 $217K 0.07% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,191 $217K 0.02% +180 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,184 $216K 0.02% -2,285 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,181 $216K 0.04% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,182 $216K 0.01% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,179 $216K 0.05% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,174 $215K 0.06% -834 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,166 $215K 0.06% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,164 $214K 0.08% -564 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,164 $214K 0.01% -526 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,160 $214K 0.05% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,158 $214K 0.02% new 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,000 $213K 0.19% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,136 $212K 0.05% new 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 2,135 $211K 0.02% 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,121 $210K 0.02% -206 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 2,104 $208K 0.02% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,235 $208K 0.69% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,100 $208K 0.01% new 13F-HR/A Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,100 $208K 0.04% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,096 $208K 0.01% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,549 $207K 0.09% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,074 $205K 0.06% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,064 $204K 0.02% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,062 $204K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,059 $204K 0.02% +192 13F-HR Timeline