Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,758 $614K 0.03% 0 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 2,756 $614K 0.1% +1,520 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,740 $610K 0.05% 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,721 $608K 0.15% -290 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 2,729 $607K 0.11% +288 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,702 $602K 0.19% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,696 $601K 0.05% +689 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,696 $601K 0.06% +152 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 2,692 $600K 0.02% new 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,692 $600K 0.09% +43 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,684 $598K 0.01% +133 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,677 $596K 0.23% -1 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,677 $596K 0.03% +2 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,613 $582K 0.06% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,610 $581K 0.04% +38 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,608 $581K 0.1% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,606 $580K 0.02% -8,326 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,604 $580K 0.04% +128 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 2,600 $579K 0.11% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,588 $577K 0.02% +15 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,587 $576K 0.03% +38 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,585 $576K 0.01% +88 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,581 $575K 0.21% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,515 $575K 0.03% +8 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,406 $571K 0.47% +740 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,546 $567K 0.03% +162 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,393 $560K 0.34% -2 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,511 $559K 0.02% -26 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,502 $557K 0.07% +2 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,506 $557K 0.07% -159 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,495 $556K 0.09% +9 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,491 $555K 0.18% +806 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,422 $551K 0.05% -127 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,463 $549K 0.04% +392 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,453 $546K 0.03% -61 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,448 $545K 0.02% +204 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 2,440 $544K 0.34% -250 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,438 $543K 0.16% -300 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,432 $542K 0.01% +384 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,425 $540K 0.01% -36 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,410 $537K 0.02% -65 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,397 $534K 0.15% +16 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,396 $534K 0.07% +16 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,377 $530K 0.01% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,375 $529K 0.07% -1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,371 $528K 0.01% +1,495 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,357 $525K 0.13% +31 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,352 $524K 0.16% -134 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,349 $523K +48 Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,347 $523K 0.18% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,344 $522K 0.02% +924 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,341 $521K 0.09% -280 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,326 $518K 0.02% +74 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,319 $517K 0.03% -3 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,261 $514K 0.01% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,301 $514K 0.06% +67 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,306 $514K 0.03% +8 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,305 $513K 0.1% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,300 $512K 0.01% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,288 $510K 0.11% -62 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,286 $509K 0.09% +85 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 2,275 $507K 0.11% -10 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,275 $507K 0.07% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,265 $505K 0.01% -4 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,262 $504K 0.03% -43 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,258 $503K 0.14% +13 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,258 $503K 0.01% -255 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,191 $501K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,248 $501K 0.02% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,238 $499K 0.09% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,236 $498K 0.03% +9 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 2,228 $496K 0.29% -237 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,223 $495K 0.11% -708 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,219 $494K 0.01% new 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 2,198 $490K 0.34% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,194 $489K 0.03% +1 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,189 $488K 0.16% -44 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,188 $487K 0.03% -20 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,187 $487K 0.02% +71 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,180 $486K 0.17% -11 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,175 $484K 0.01% +266 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,164 $482K 0.02% -113 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,144 $478K 0.11% +270 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,144 $478K 0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,142 $477K 0.05% -200 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,970 $475K 0.01% -139 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,121 $473K 0.06% -88 13F-HR Timeline Group FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 2,123 $473K <0.01% new 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 2,122 $473K 0.38% -488 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,121 $472K 0.05% +30 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,116 $471K 0.11% +24 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,109 $470K 0.01% +604 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,107 $469K 0.02% +22 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,100 $468K 0.33% -7,268 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,903 $468K 0.06% 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,097 $467K 0.07% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,091 $466K 0.09% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,090 $466K 0.02% 0 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 1,709 $465K 0.29% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,078 $463K <0.01% -69 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,068 $461K 0.2% +7 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,067 $460K 0.14% +1 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,050 $457K 0.05% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,043 $455K 0.02% +7 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,042 $455K 0.01% +12 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,036 $454K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,035 $453K 0.06% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,033 $453K 0.03% +5 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,026 $451K 0.02% -34 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,015 $450K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,017 $449K 0.12% -276 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,008 $447K 0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,005 $447K 0.02% +201 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,002 $446K <0.01% -76 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,000 $446K 0.05% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,000 $445K 0.16% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,994 $444K 0.02% -57 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,990 $443K 0.01% -42 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,982 $441K 0.02% -30 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,980 $441K 0.23% -159 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,975 $440K 0.02% -20 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,963 $437K 0.02% 0 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,959 $436K 0.01% -141 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,957 $436K 0.02% +133 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,947 $434K 0.04% -3,000 13F-HR Timeline Group BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,936 $431K 0.1% 0 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 1,931 $430K 0.25% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,929 $430K 0.07% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,927 $429K 0.01% -253 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,912 $426K 0.01% new 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,908 $425K 0.18% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,904 $424K 0.13% -368 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,897 $423K 0.03% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,898 $423K 0.05% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,895 $422K 0.14% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 1,894 $422K 0.13% -3 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,890 $421K 0.01% +16 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,886 $420K 0.01% -433 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,883 $419K 0.13% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,882 $419K 0.02% +1 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 1,878 $418K 0.06% -623 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,864 $415K 0.03% +81 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,445 $413K 0.02% +603 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,844 $411K 0.06% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,842 $410K 0.1% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,832 $408K 0.15% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 1,829 $407K 0.1% +172 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,827 $407K 0.19% +9 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,824 $406K 0.03% +100 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,822 $406K <0.01% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,820 $405K 0.04% +63 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,805 $402K 0.07% -15 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,800 $402K 0.15% +21 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $401K 0.1% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,800 $401K 0.16% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,800 $401K 0.02% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,798 $401K 0.01% -3,322 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,792 $399K 0.02% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,789 $398K 0.09% +494 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,785 $398K 0.1% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,761 $392K 0.02% -72 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,754 $391K 0.03% +13 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,750 $390K 0.05% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,747 $389K 0.02% +4 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,745 $389K 0.02% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,745 $389K 0.1% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,728 $385K 0.01% +60 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,725 $384K 0.01% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,700 $379K 0.02% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,700 $379K 0.07% -166 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,695 $378K 0.02% +53 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,685 $375K 0.02% -13 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,679 $374K <0.01% 0 13F-HR Timeline Group Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,676 $373K 0.03% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,668 $372K 0.04% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,666 $371K 0.02% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 445 $370K 0.09% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,653 $369K 0.17% +238 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 1,654 $368K 0.12% -46 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,653 $368K 0.08% 0 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 1,650 $368K 0.06% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,650 $368K 0.02% -22 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,648 $367K 0.01% -357 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,644 $366K 0.06% +44 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,637 $365K 0.21% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,631 $363K 0.08% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,631 $363K 0.05% +132 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,620 $361K 0.03% +220 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,614 $360K 0.01% -1,358 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,617 $360K 0.04% +2 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,608 $358K 0.1% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,604 $357K 0.02% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,601 $357K 0.04% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,598 $356K 0.01% +27 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,598 $356K 0.03% +8 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,593 $355K 0.01% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,592 $355K 0.01% +109 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,584 $353K 0.01% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,582 $352K 0.01% new 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,579 $352K 0.22% +7 13F-HR Timeline