Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,773 $272K 0.05% +1,391 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,767 $271K 0.05% +1,361 13F-HR Timeline ANB BANK More: the full row for ANB BANK 1,765 $270K 0.11% +1,417 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,765 $270K 0.16% +1,266 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,755 $269K 0.05% +1,409 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 1,755 $269K 0.31% +1,379 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 1,745 $267K 0.11% +1,489 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,731 $265K 0.05% +1,426 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,730 $265K 0.02% +1,400 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 1,725 $264K 0.06% +1,380 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,721 $264K 0.09% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,717 $263K 0.02% +1,274 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,710 $262K 0.04% +1,522 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,695 $260K 0.06% +1,377 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 1,695 $260K 0.17% 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,690 $259K 0.02% +1,352 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,690 $259K 0.12% +1,158 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,686 $258K <0.01% +1,390 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,685 $258K 0.12% +1,348 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,671 $256K 0.09% 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 1,665 $255K 0.23% 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,665 $255K 0.17% +1,322 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 1,665 $255K 0.04% 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,660 $254K 0.02% +1,343 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,715 $254K 0.04% +1,416 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 1,655 $254K 0.05% +1,350 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 1,655 $254K 0.02% +782 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,655 $254K 0.14% +1,261 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 1,655 $254K 0.13% 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,650 $253K 0.01% +1,320 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,648 $252K 0.03% +1,325 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,645 $252K 0.02% +1,291 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 1,645 $252K 0.08% 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,643 $252K 0.02% new 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 1,640 $251K 0.07% +1,291 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,630 $250K 0.04% +1,304 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,627 $249K 0.09% +1,064 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,625 $249K 0.01% +1,245 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,750 $248K 0.11% +1,500 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,610 $247K 0.19% +1,488 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,605 $246K 0.05% +1,348 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,605 $246K 0.08% +381 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,605 $246K 0.43% +1,270 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,600 $245K 0.1% +1,280 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,583 $243K 0.12% +1,236 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,197 $243K 0.03% +1,854 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,582 $242K 0.04% +1,257 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,845 $241K 0.02% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,575 $241K 0.11% +1,260 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,575 $241K 0.05% +1,529 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,572 $241K 0.08% +1,241 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,345 $241K 0.1% +1,620 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,565 $240K 0.01% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,564 $240K 0.03% +1,298 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 1,560 $239K 0.26% 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,555 $238K 0.06% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,555 $238K 0.01% +1,234 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,555 $238K 0.02% +1,251 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 1,555 $238K 0.24% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,552 $238K 0.12% +1,282 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,553 $238K 0.06% +1,211 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,552 $238K 0.15% +1,225 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,550 $237K 0.02% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,545 $237K 0.04% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,544 $237K 0.06% +1,254 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,541 $236K 0.02% +1,270 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,540 $236K 0.04% +1,183 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,537 $235K 0.08% +1,269 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,537 $235K 0.1% +1,207 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,535 $235K 0.03% +1,228 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,535 $235K 0.02% +1,228 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,535 $235K 0.04% +1,237 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,530 $234K 0.01% +1,246 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,525 $234K 0.13% +1,020 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,523 $233K 0.01% +1,213 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,517 $232K 0.04% 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 1,515 $232K 0.12% +1,212 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,511 $231K 0.01% +1,362 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 1,510 $231K 0.15% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,505 $231K 0.09% +1,084 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,500 $230K 0.05% +1,200 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,500 $230K 0.02% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,500 $230K 0.1% new 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 1,500 $230K 0.09% 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,495 $229K 0.12% +1,175 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 1,495 $229K 0.19% 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,498 $229K 0.11% +1,376 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,204 $229K 0.07% +1,845 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,487 $228K <0.01% +1,180 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,485 $227K 0.01% +1,188 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,485 $227K 0.06% +1,163 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,485 $227K 0.03% +1,174 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,475 $226K 0.06% +1,180 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,475 $226K 0.16% 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,475 $226K 0.12% 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,474 $226K 0.03% -510 13F-HR Timeline Group Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,462 $224K 0.05% new 13F-HR/A Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,505 $224K 0.03% +1,204 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,460 $224K 0.06% +1,168 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,460 $224K 0.05% +1,098 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,455 $223K 0.01% +1,166 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,452 $222K 0.05% -495 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,448 $222K 0.04% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,446 $222K 0.01% +1,123 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,435 $220K 0.01% +1,147 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,430 $219K 0.06% +1,144 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,425 $218K <0.01% +522 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,425 $218K 0.16% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,420 $218K 0.02% +1,135 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,417 $217K 0.11% +1,204 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,415 $217K 0.09% +1,161 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,415 $217K 0.07% +1,135 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,413 $216K 0.04% +1,164 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,406 $215K 0.11% +1,125 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,403 $215K 0.08% +1,113 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,400 $215K 0.05% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,400 $214K 0.06% +1,112 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,400 $214K 0.03% +948 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,400 $214K 0.35% +1,120 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,400 $214K 0.03% +1,117 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,396 $214K 0.02% +1,095 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,395 $214K 0.02% +1,115 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,395 $214K 0.1% +1,123 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,380 $211K 0.02% +1,097 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,380 $211K 0.03% +1,035 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,378 $211K 0.06% +1,081 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,375 $211K 0.02% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,370 $210K 0.06% +1,096 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 1,370 $210K 0.21% 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 228 $210K 0.02% +2 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,365 $209K 0.03% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,365 $209K 0.03% +1,133 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 1,365 $209K 0.11% +1,113 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,365 $209K 0.01% +1,098 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,364 $209K <0.01% +1,136 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,362 $209K <0.01% -1,109 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,360 $208K 0.19% 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,351 $207K 0.04% +1,076 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,346 $206K 0.14% +1,064 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,345 $206K 0.02% +1,032 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,345 $206K 0.08% +1,076 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,344 $206K 0.03% +1,076 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,343 $206K 0.11% +1,034 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,340 $205K <0.01% +1,077 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,340 $205K 0.06% +985 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 1,335 $204K 0.02% +1,082 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,331 $204K 0.06% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,330 $204K 0.08% +1,064 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,325 $203K 0.03% +1,093 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,325 $203K 0.13% 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 1,322 $203K 0.22% 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,321 $202K 0.05% +1,058 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,315 $201K 0.07% +1,054 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,315 $201K 0.01% +845 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,312 $201K 0.01% +1,069 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,311 $201K 0.05% +1,041 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,310 $201K 0.13% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,307 $200K 0.02% +725 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,275 $195K 0.01% +779 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,255 $192K 0.06% +1,021 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,245 $191K 0.06% +996 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,215 $186K 0.08% +976 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,165 $178K 0.07% +919 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,160 $178K 0.08% 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,095 $168K 0.02% +632 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,050 $161K 0.02% +845 13F-HR Timeline MOTCO More: the full row for MOTCO 1,050 $161K 0.01% +840 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,045 $160K 0.06% +929 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,038 $159K 0.07% +826 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,030 $158K 0.02% +828 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,020 $156K 0.15% +851 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 1,009 $155K 0.16% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 990 $152K 0.02% +792 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 980 $150K 0.01% 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 975 $149K 0.04% +723 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 960 $147K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 946 $145K 0.03% +754 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 945 $145K 0.02% +722 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 932 $143K 0.03% +752 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 865 $133K 0.02% +617 13F-HR Timeline Quarry LP More: the full row for Quarry LP 862 $132K 0.02% +584 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 855 $131K 0.02% +684 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 850 $130K <0.01% +638 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,092 $129K 0.04% +628 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 840 $129K 0.01% +690 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 830 $127K <0.01% +627 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 820 $126K <0.01% +658 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 810 $124K 0.03% +683 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 785 $120K 0.01% +642 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 780 $119K 0.01% +634 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 775 $119K 0.03% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 768 $118K <0.01% +614 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 755 $116K 0.01% +659 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 755 $116K 0.03% +717 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 750 $115K 0.03% +655 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 750 $115K 0.1% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 742 $114K 0.02% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 737 $113K 0.04% +285 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 730 $112K 0.01% +699 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 725 $111K 0.05% +580 13F-HR Timeline