Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 6,166 $576K 0.05% +35 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 6,165 $576K 0.19% -831 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 6,161 $575K 0.2% +10 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 6,137 $573K 0.16% -22,549 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,133 $573K 0.01% +1 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,145 $572K 0.01% +2,237 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,094 $569K <0.01% -1,102 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 6,085 $568K 0.2% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,056 $566K 0.05% +923 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 6,055 $566K 0.08% -380 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,050 $565K 0.02% -3,403 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,026 $563K 0.06% +2,065 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,010 $561K 0.3% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,000 $560K 0.06% -585 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,953 $556K 0.04% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 5,887 $550K 0.12% -1,554 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,811 $543K 0.01% -234 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 5,642 $542K 0.01% new 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,794 $541K 0.06% -533 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,786 $540K 0.02% -1,166 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,783 $540K 0.03% -475 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,782 $540K 0.05% +1,743 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,773 $539K 0.07% +2,725 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,769 $539K 0.01% +110 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 5,750 $537K 0.22% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,745 $537K 0.05% +1,528 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,725 $535K 0.05% +1,225 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,706 $533K 0.01% +167 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 5,661 $529K 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,622 $525K 0.01% -440 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,600 $523K 0.1% +300 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,600 $523K 0.01% -821 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 5,593 $522K 0.21% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 5,593 $522K 0.17% +44 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,565 $520K 0.03% +705 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,545 $518K 0.08% -97 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,544 $518K 0.01% +1,184 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,540 $517K 0.13% -10,034 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,534 $517K 0.15% +1,216 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,528 $516K 0.16% 0 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 5,513 $515K 0.09% -1,288 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 5,505 $514K 0.21% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,500 $514K 0.24% -100 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,497 $513K 0.03% -28 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,450 $509K 0.13% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,429 $507K 0.03% -1,926 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,406 $505K 0.01% -712 13F-HR Timeline Group Heathbridge Capital Management Ltd. More: the full row for Heathbridge Capital Management Ltd. 5,350 $500K 0.17% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,341 $499K 0.07% +14 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,337 $498K 0.01% +804 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,312 $496K 0.14% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 5,309 $496K 0.12% -120 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 5,259 $491K 0.27% +1,197 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,256 $491K 0.05% -104 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,254 $491K 0.03% -180 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 5,251 $490K 0.07% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,228 $488K 0.17% -210 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 5,221 $488K 0.11% -1,274 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,208 $486K 0.01% +2,948 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5,196 $485K 0.04% -5 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 5,175 $483K 0.02% -2,078 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,170 $483K 0.02% -95 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,140 $480K 0.02% +577 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 5,135 $480K 0.24% +222 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,123 $478K 0.02% +132 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 5,118 $478K 0.06% 0 13F-HR/A Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 5,091 $475K 0.25% -2,421 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 5,085 $475K 0.22% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,020 $469K 0.03% -249 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 5,000 $467K <0.01% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 5,000 $467K 0.1% -1,373 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 5,000 $467K 0.16% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,000 $467K 0.13% -1,000 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 5,000 $467K 0.13% 0 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 5,000 $467K 0.02% +2,200 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,990 $466K 0.01% -17 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,982 $465K 0.02% +148 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,951 $462K <0.01% -405 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,950 $462K 0.32% -200 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,893 $457K 0.03% -1,112 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,858 $454K 0.01% -95 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,814 $450K 0.12% +105 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,768 $445K 0.06% -525 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,760 $445K 0.02% +601 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,760 $445K <0.01% new 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,750 $444K 0.08% -218 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 4,703 $439K 0.05% +1,754 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,700 $439K 0.26% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,694 $438K 0.03% -702 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,668 $436K 0.01% -1,323 13F-HR Timeline Group Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 4,670 $436K 0.02% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,668 $436K 0.01% -1,603 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,664 $436K 0.02% -87 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 4,656 $435K 0.18% -10 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,651 $434K 0.05% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,625 $432K 0.01% +363 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 4,600 $430K 0.16% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,597 $429K 0.18% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,596 $429K 0.08% -281 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,579 $428K 0.01% -1,104 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 4,555 $425K 0.19% +202 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,555 $425K 0.03% -4,204 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,546 $425K 0.02% -365 13F-HR Timeline Group Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 4,537 $424K 0.2% -3,541 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 4,528 $423K 0.5% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,518 $422K <0.01% +640 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 4,509 $421K 0.12% 0 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 4,500 $420K 0.08% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 4,504 $420K 0.01% +824 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,495 $420K 0.02% -32 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,844 $416K 0.01% 0 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 4,421 $413K 0.05% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,415 $412K 0.04% +51 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,400 $411K 0.2% -300 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,388 $410K 0.04% -12,044 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 4,377 $409K 0.23% -1,387 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,368 $408K <0.01% -1,125 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,368 $408K 0.33% new 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 4,308 $402K 0.18% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,293 $401K 0.01% +120 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,291 $401K 0.19% -56 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,110 $399K 0.01% -7,400 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,267 $399K 0.08% -64 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,259 $398K <0.01% +1,402 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,222 $394K 0.01% +5 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,218 $394K 0.01% -759 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 4,208 $393K 0.51% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,193 $392K -1,899 Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,192 $392K 0.07% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 4,192 $392K 0.07% 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,191 $391K 0.3% +37 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,172 $390K 0.03% -1,983 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 4,155 $388K 0.19% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 4,125 $385K 0.18% -48 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,113 $384K 0.01% +63 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,112 $384K 0.03% new 13F-HR Timeline TOBAM More: the full row for TOBAM 4,105 $383K 0.09% -2,448 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,084 $381K 0.04% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,084 $381K 0.1% +3 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,074 $381K 0.05% +135 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,357 $379K 0.06% -140 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,049 $378K 0.07% +132 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,047 $378K 0.03% +140 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 4,043 $378K 0.05% -10 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,021 $376K 0.07% -35 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,021 $376K 0.01% -3,821 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,007 $374K 0.03% new 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,000 $374K <0.01% -627,469 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,000 $374K 0.01% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,000 $374K 0.1% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 4,000 $373K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,988 $372K 0.21% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,966 $370K 0.1% +123 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,961 $370K 0.05% +82 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,950 $369K 0.19% +423 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,941 $368K 0.1% -722 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,940 $368K 0.03% -182 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,939 $368K 0.09% +633 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 3,933 $367K 0.06% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,845 $366K 0.03% +96 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,916 $366K 0.12% +295 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,914 $366K 0.03% +133 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,906 $365K 0.05% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,901 $364K 0.07% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,861 $361K 0.09% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,062 $359K 0.15% +101 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 3,840 $359K 0.09% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,840 $359K 0.09% +434 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,824 $357K 0.02% -27 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,816 $356K 0.02% -2,038 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,810 $356K 0.01% +1,100 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,755 $351K 0.16% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,742 $349K <0.01% -2,082 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,740 $349K 0.01% -671 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,739 $349K 0.07% -80 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,739 $349K 0.02% +32 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,729 $348K 0.05% +81 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,717 $347K 0.02% +5 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,714 $347K 0.05% +377 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,698 $345K 0.04% +1,181 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,678 $344K 0.01% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 3,664 $342K 0.03% +401 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,627 $339K 0.1% -60 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,619 $338K 0.05% -104 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,617 $338K 0.04% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,608 $337K 0.02% 0 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 3,600 $336K 0.03% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,585 $335K 0.14% -4 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 4,581 $334K 0.27% +2 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,572 $334K <0.01% -1,661 13F-HR/A Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,565 $333K 0.01% +216 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,564 $333K 0.14% +461 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,556 $332K 0.01% 0 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,553 $332K 0.04% -577 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,958 $330K 0.08% -1,789 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,529 $330K 0.04% -900 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,519 $329K 0.05% -971 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,514 $328K 0.02% -7,969 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,505 $327K 0.02% +354 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,500 $327K 0.04% -1,500 13F-HR Timeline