GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,207 $591K 0.01% +418 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,203 $590K 0.05% +5 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,149 $580K 0.04% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,141 $579K 0.03% +176 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,129 $577K 0.17% 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,129 $576K 0.05% +90 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,126 $576K 0.07% +10 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,125 $576K 0.18% +2 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 3,200 $574K 0.09% 0 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 3,112 $573K 0.16% +54 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,107 $572K 0.05% +438 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,103 $572K 0.09% -13 13F-HR/A Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,101 $571K 0.14% -120 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,100 $571K 0.01% +75 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,093 $570K 0.47% -800 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,085 $568K 0.45% -4,650 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,082 $568K 0.06% +832 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 3,070 $565K 0.57% -214 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,068 $565K 0.11% +140 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 3,068 $565K 0.45% 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 3,066 $565K 1.75% -2,039 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 3,065 $565K 0.15% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,065 $565K 0.04% -156 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,062 $564K 0.03% +169 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,060 $564K 0.14% +94 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,046 $561K 0.01% -738 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,034 $559K 0.07% -257 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,032 $558K 0.44% -5 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 3,021 $556K 0.29% +415 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,003 $553K 0.52% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3,000 $553K 0.04% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,000 $553K 0.01% +688 13F-HR Timeline Group Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,999 $552K 0.29% 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,995 $552K 0.29% +91 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,995 $552K 0.4% -6 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,994 $551K 0.01% +309 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,993 $551K 0.03% +1,310 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,963 $546K 0.33% -479 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,962 $546K 0.36% +8 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,957 $545K 0.12% +118 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,955 $544K 0.2% -110 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,950 $543K 0.08% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,940 $542K 0.04% +600 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,940 $542K 0.02% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,939 $541K 0.37% -192 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,930 $540K 0.01% new 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 2,926 $539K 0.04% -52 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 3,001 $538K 0.26% +174 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,921 $538K 0.03% +1,324 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,919 $538K 0.15% -174 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,918 $537K 0.04% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,900 $534K 0.17% -134 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 2,900 $534K 0.2% 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,895 $533K 0.13% -390 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,894 $533K 0.55% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,888 $532K 0.08% -645 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,882 $531K 0.11% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,878 $530K 0.08% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,877 $530K 0.09% -161 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,864 $528K 0.08% +1,199 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,862 $527K 0.03% +172 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,850 $525K 0.18% +2,011 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 2,850 $525K 0.06% 0 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 2,850 $525K 0.35% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,848 $524K 0.1% -107 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,828 $521K 0.08% +10 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,809 $517K 0.22% +62 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,804 $516K 0.03% +2,018 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,802 $516K 0.11% -299 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,797 $515K 0.03% -184 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,793 $514K 0.2% +233 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,792 $514K 0.06% +38 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 2,785 $513K 0.39% -338 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,782 $512K 0.38% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,782 $512K 0.09% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,773 $511K 0.17% +120 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,765 $509K 0.04% -119 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,763 $509K 0.09% -2,510 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,777 $507K 0.08% +556 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,754 $507K 0.28% -2,113 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,752 $507K 0.27% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,746 $506K 0.18% +802 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,738 $504K 0.03% -65 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,736 $504K 0.18% -352 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,736 $504K 0.06% +9 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 2,728 $502K 0.31% -292 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,723 $502K 0.05% +175 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,721 $501K 0.21% -84 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,712 $500K 0.12% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,711 $499K 0.17% 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,691 $496K 0.05% +1,246 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,110 $495K 0.07% +1,830 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,683 $494K <0.01% +803 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,678 $493K 0.07% 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,678 $493K 0.18% -1,602 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 2,674 $493K 0.01% -567,726 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2,670 $492K 0.44% 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 2,670 $492K 0.31% 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,799 $491K 0.17% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,659 $490K 0.27% +109 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 2,655 $489K 0.2% -429 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,642 $487K 0.1% -100 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,641 $486K 0.24% 0 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 2,640 $486K <0.01% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,640 $486K 0.09% 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,639 $486K 0.03% +65 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,638 $486K 0.04% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,638 $486K 0.03% +269 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,636 $486K 0.1% -5,362 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,620 $483K 0.14% +213 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,619 $482K 0.17% -607 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,618 $482K 0.05% +321 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,618 $482K 0.03% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,615 $482K 0.06% -367 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,707 $479K 0.06% -2 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 2,600 $479K 3.83% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,599 $479K 0.1% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,597 $478K 0.05% +152 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,631 $477K 0.03% -30 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,593 $477K 0.08% +1,464 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 2,584 $476K 0.01% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,584 $476K 0.17% -700 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 2,582 $476K 0.11% +1,060 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,582 $476K 0.18% +2 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,576 $474K 0.02% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,605 $474K 0.25% +38 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 2,573 $474K 0.35% 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,572 $474K 0.1% +265 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,569 $473K 0.14% -300 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,568 $473K 0.11% +38 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,565 $472K 0.08% +650 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,565 $472K 0.1% +500 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,564 $472K 0.31% +319 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,560 $472K 0.18% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,554 $470K 0.09% 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,541 $468K 0.05% +284 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,541 $468K 0.26% 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,536 $467K 0.45% 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,534 $467K 0.06% +123 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,520 $464K 0.12% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,509 $462K 0.11% -607 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,502 $461K 0.01% +8 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 2,500 $460K 0.39% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,496 $460K 0.09% +39 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,484 $458K 0.13% -1,100 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,478 $456K 0.09% +2 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,803 $456K 0.19% -634 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,440 $453K 0.01% -17,831 13F-HR/A Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,454 $452K 0.15% -268 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,451 $451K 0.01% -204 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,451 $451K 0.09% 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,448 $451K 0.04% +500 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 2,435 $449K 0.21% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,432 $448K 0.01% +588 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,432 $448K 0.06% +314 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,423 $446K 0.08% +13 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,410 $444K 0.02% -110 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,403 $443K 0.08% -533 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,400 $442K 0.09% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,400 $442K 0.09% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,392 $441K 0.1% +1,347 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,392 $441K 0.15% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,377 $438K 0.06% -134 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 2,375 $438K 0.23% 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 2,363 $435K 0.21% +720 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 2,363 $435K 0.19% +1,969 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,424 $435K 0.07% +716 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 2,357 $434K 0.05% +2,045 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,355 $434K 0.08% +10 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 2,447 $434K 0.14% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,352 $433K 0.19% 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,349 $433K 0.1% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,304 $432K 0.02% +2,081 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,347 $432K 0.01% +1,020 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,346 $432K 0.04% +1,200 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,344 $432K 0.37% -5 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,340 $431K 0.03% +1 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,334 $430K 0.17% -34 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,332 $430K 0.09% new 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 2,330 $429K 0.04% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 2,330 $429K 0.06% 0 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,328 $429K 0.05% -270 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,327 $429K 0.04% -781 13F-HR Timeline Group BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 2,322 $428K 0.2% 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,314 $426K 0.13% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,312 $426K <0.01% +141 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,301 $424K 0.01% -172 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,297 $423K 0.18% -256 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,299 $423K 0.28% -602 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 2,293 $422K 0.26% -2 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,290 $422K 0.17% +5 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,290 $422K 0.03% -208 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,290 $422K 0.16% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,289 $422K 0.15% +19 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,289 $422K 0.28% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,281 $420K 0.07% -40 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,280 $420K 0.01% -147 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,276 $419K 0.07% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,269 $418K 0.07% +477 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,270 $417K 0.01% +1,046 13F-HR Timeline