FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 14,329 $6.93M 1.85% +291 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 14,306 $6.92M 0.52% +434 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 14,300 $6.92M 4.74% +986 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 14,290 $6.91M 2.81% -1,233 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 14,289 $6.91M 6.15% -325 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 14,272 $6.9M 2.08% -265 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 14,266 $6.9M 0.96% -3,597 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 14,257 $6.9M 2.58% +179 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 14,258 $6.89M 5.2% -47 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 14,248 $6.89M 0.3% +34 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 14,247 $6.89M 2.11% -318 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 14,234 $6.88M 2.7% 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 14,223 $6.88M 0.97% -98 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 14,218 $6.88M 4.79% +47 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 14,211 $6.87M 1.59% -744 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 14,194 $6.86M 0.21% +272 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 14,186 $6.86M 1.24% -437 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 14,183 $6.86M 3.07% -628 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 14,175 $6.86M 0.65% -346 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 14,156 $6.85M 3.05% -472 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 14,147 $6.84M 1.33% -229 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 14,142 $6.84M 2.47% +2,581 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 14,140 $6.84M 1% -2,168 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 14,139 $6.84M 1.84% +1,245 13F-HR/A Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 14,123 $6.83M 3.28% -44 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 14,098 $6.82M 2.69% -1,633 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 14,083 $6.81M 1.82% -197 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 14,082 $6.81M 2.38% -93 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 14,079 $6.81M 3.62% -42 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 14,066 $6.8M 2.12% +100 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 14,063 $6.8M 1.87% -429 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 14,062 $6.8M 0.93% -531 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 14,059 $6.8M 3.23% -38 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 14,040 $6.79M 5.27% -700 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 14,035 $6.79M 3.56% -3,954 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 14,019 $6.78M 5.15% -1,423 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 14,018 $6.78M 0.41% -212 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 14,010 $6.78M 3.76% -106 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 13,983 $6.76M 1.37% +7,697 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 13,981 $6.76M 3.66% -1,722 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 13,976 $6.76M 0.81% -1,543 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 13,969 $6.76M 1.54% -785 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 13,968 $6.76M 1.21% +2,708 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 13,255 $6.75M 1.13% +12,855 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 13,951 $6.75M 4.25% +132 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 13,947 $6.75M 3.46% +32 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 13,928 $6.74M 4.31% +11 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 13,924 $6.73M 0.89% -313 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 13,918 $6.73M 2.69% 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 16,285 $6.73M 2.96% +58 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 13,912 $6.73M 2.73% -315 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 13,909 $6.73M 3.41% +1,180 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 13,908 $6.73M 1.44% +1,380 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 13,905 $6.73M 1.07% +50 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 13,901 $6.72M 4% +509 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 13,899 $6.72M 6.84% -3,648 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Old North State Trust, LLC More: the full row for Old North State Trust, LLC 13,898 $6.72M 3.97% -576 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 13,866 $6.71M 0.94% +3,635 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 13,829 $6.69M 1.76% 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 13,795 $6.67M 1.14% +792 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 13,787 $6.67M 1.2% +3,027 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 16,585 $6.65M 0.31% -525 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 13,750 $6.65M 1.86% +760 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 13,738 $6.64M 3.58% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 13,738 $6.64M 2.62% +68 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 13,712 $6.63M 3.71% -584 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 13,858 $6.63M 1.2% +1,231 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 13,708 $6.63M 0.96% -4,089 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 13,681 $6.62M 2.94% +1,425 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 13,682 $6.62M 2.87% +1 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 13,664 $6.61M 4.44% +13 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 13,664 $6.61M 0.5% -12,171 13F-HR Timeline TOBAM More: the full row for TOBAM 13,662 $6.61M 1.62% +12,120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 13,643 $6.6M 1.58% +151 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 13,640 $6.6M 1.29% +3,992 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 13,633 $6.59M 0.84% +911 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 13,630 $6.59M 3.74% -387 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 13,620 $6.59M 3.52% +5 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 13,616 $6.58M 4.49% +31 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 13,609 $6.58M 0.08% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 13,581 $6.58M 3.42% +593 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 13,598 $6.58M 0.12% +116 13F-HR Timeline Group Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 13,590 $6.57M 1.64% +358 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 13,582 $6.57M 0.63% +3,902 13F-HR/A Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 13,570 $6.56M 0.92% -2,526 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 13,567 $6.56M 2.65% +415 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 13,565 $6.56M 2.08% -54 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 13,557 $6.56M 1.24% +321 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 13,549 $6.55M 5.66% +39 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 13,542 $6.55M 1.48% +214 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 13,520 $6.54M 4.32% +9 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 13,510 $6.53M 5.73% -525 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 13,490 $6.52M 0.21% +274 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 13,472 $6.52M 0.91% +6,560 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 13,467 $6.51M 3.09% +154 13F-HR Timeline Trust Co More: the full row for Trust Co 13,430 $6.5M 0.61% +4,441 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 13,426 $6.49M 0.75% -2,522 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 13,424 $6.49M 0.85% +632 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 13,420 $6.49M 3.64% -25 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 13,417 $6.49M 3.24% -181 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 13,416 $6.49M 2.74% +1,898 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 13,406 $6.48M 5.82% -88 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 13,402 $6.48M 2.52% -143 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 13,335 $6.47M 1.5% 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 13,381 $6.47M 3.82% +508 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 13,374 $6.47M 0.82% -132 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 13,356 $6.46M 6.02% 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 13,339 $6.45M 1.29% -1,270 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 13,323 $6.44M 1.43% +103 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 13,314 $6.44M 2.45% -457 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 13,314 $6.44M 0.73% +2,560 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 13,313 $6.44M 3.88% -23 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 13,307 $6.44M 1.18% -25 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 15,558 $6.43M 3.14% +3,479 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 13,305 $6.43M 2.05% +172 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 13,301 $6.43M 1.59% +1,731 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 13,288 $6.43M 1.74% +197 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 63,853 $6.42M 2.57% -175 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 13,250 $6.41M 0.9% +6,027 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 13,229 $6.4M 0.71% -435 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 13,227 $6.4M 3.62% +115 13F-HR Timeline Point Break Capital Management, LLC More: the full row for Point Break Capital Management, LLC 13,224 $6.4M 5.67% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 60,150 $6.39M 1.8% -1,066 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 13,205 $6.39M 1.38% -95 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 13,203 $6.39M 2.08% -340 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 13,174 $6.37M 1.48% -553 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 13,164 $6.37M 1.44% +3,651 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 13,160 $6.36M 4.01% +32 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 15,189 $6.36M 1.59% 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 13,150 $6.36M 2.98% -47 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 13,144 $6.36M 1.48% 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 14,771 $6.36M 1.37% +103 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 13,134 $6.35M 0.32% 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 13,132 $6.35M 2.25% +1,506 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 13,113 $6.34M 1.66% +241 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 13,106 $6.34M 6.14% +38 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 13,089 $6.33M 2.26% -1,105 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 13,080 $6.33M 4.62% 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 13,071 $6.32M 4.33% +467 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 13,070 $6.32M 1.67% -3,446 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 13,067 $6.32M 1.51% -331 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 13,060 $6.32M 3.22% +132 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 13,042 $6.31M 2.2% +243 13F-HR/A Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 13,023 $6.3M 6.33% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 13,023 $6.3M 0.51% +2,413 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 13,011 $6.29M 1.65% +1,174 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 12,992 $6.28M 3.63% -200 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 12,987 $6.28M 1.2% +584 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 12,958 $6.27M 1.45% -44 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 13,630 $6.26M 1.12% -191 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 12,939 $6.26M 1.26% -778 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 12,934 $6.26M 3.42% 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 12,933 $6.25M 3.63% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 12,930 $6.25M 0.68% -162 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 12,928 $6.25M 2.84% +40 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 12,894 $6.24M 1.83% -224 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 12,895 $6.24M 2.43% -111 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 12,865 $6.23M 1.48% +721 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 12,890 $6.23M 0.59% -202 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 12,876 $6.23M 3.48% +527 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 12,869 $6.22M 0.99% +1,448 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 15,362 $6.21M 1.83% +157 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 12,828 $6.2M 3.48% +243 13F-HR Timeline Essex LLC More: the full row for Essex LLC 12,813 $6.2M 1.1% +33 13F-HR Timeline Bretton Capital Management, LLC More: the full row for Bretton Capital Management, LLC 12,800 $6.19M 5.18% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,786 $6.18M 2.52% -136 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 12,785 $6.18M 1.72% -176 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 12,783 $6.18M 3.9% 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 12,777 $6.18M 5.57% +94 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 12,733 $6.16M 2.17% -16,761 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 12,719 $6.15M 3.27% +4,504 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 12,717 $6.15M 0.46% +629 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 12,701 $6.14M 2.23% +1,235 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 12,697 $6.14M 2.5% -1,435 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 12,697 $6.14M 6.1% +11 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 12,682 $6.13M 3.3% +275 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 12,667 $6.13M 3.38% +77 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 13,778 $6.12M 2.42% -160 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 12,644 $6.11M 4.06% +84 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 12,634 $6.11M 3.4% 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 12,631 $6.11M 1.57% +3,044 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 12,623 $6.1M 3.45% -55 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 12,622 $6.1M 3.23% 13F-HR/A Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 12,620 $6.1M 4.65% +1,997 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 12,600 $6.09M 3.82% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 12,599 $6.09M 1.28% -17 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 14,720 $6.09M 1.77% +2,175 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 12,586 $6.09M 1.93% +11 13F-HR Timeline Div Capital Phoenix Assets Ltd More: the full row for Div Capital Phoenix Assets Ltd 12,580 $6.08M 1.54% 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 12,550 $6.07M 2.9% +277 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,544 $6.07M 0.16% -429 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 12,700 $6.06M 1.03% -59 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 12,524 $6.06M 3.77% -128 13F-HR Timeline Kampmann Melissa S. 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