JBGlobal.com LLC More: the full row for JBGlobal.com LLC 6,253 $793K 0.81% -179 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,253 $793K 0.01% +1,156 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 6,251 $792K 0.22% -132 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 6,206 $787K 0.02% +5,262 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,185 $784K 0.02% +378 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,130 $777K 0.01% +410 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,126 $777K 0.04% +89 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,104 $774K 0.03% -1,561 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 6,084 $771K 0.01% +2,514 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6,053 $767K 0.1% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,973 $757K 0.14% -873 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,258 $757K 0.1% -94 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,910 $749K 0.01% +166 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,038 $749K 0.12% 0 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 5,900 $748K 0.02% -7,300 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,890 $747K 0.03% -850 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 5,805 $746K 0.01% -669 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,884 $746K 0.55% 0 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 5,881 $745K 0.08% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 5,867 $744K 0.12% +76 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 5,823 $738K 0.02% 0 13F-HR Timeline Group Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 5,819 $738K 0.54% -117 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,808 $736K 0.02% 0 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,802 $735K 0.12% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,756 $730K 0.01% +8 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 5,744 $728K 0.13% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,739 $727K 0.01% -781 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 5,736 $727K 0.28% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,729 $726K <0.01% +391 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,725 $726K 0.16% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,702 $723K 0.03% -1,941 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 5,692 $722K 0.15% +6 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,664 $718K 0.03% +14 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,664 $718K 0.03% +13 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,656 $717K 0.04% -224 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,578 $707K 0.56% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 5,535 $702K 0.08% -400 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 5,532 $701K 0.21% 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,522 $700K 0.07% +1,008 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,512 $699K 0.03% +31 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 5,488 $696K 0.51% -797,451 13F-HR/A Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,485 $695K 0.05% +30 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 5,473 $694K 0.61% +4 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,454 $691K 0.03% -6,226 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,446 $690K 0.01% +649 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,439 $689K 0.01% +1,261 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,436 $689K 0.05% -1,410 13F-HR Timeline STF Management LP More: the full row for STF Management LP 5,424 $688K 0.25% -160 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,370 $681K 0.11% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,355 $679K 0.15% +866 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,344 $677K 0.03% +12 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,344 $677K 0.2% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,342 $677K 0.54% +100 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,306 $673K 0.02% -25 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,216 $661K 0.05% -47 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,162 $654K 0.04% -1,000 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 5,118 $649K 0.25% -1,222 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 5,113 $648K 0.13% -491 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 5,108 $647K 0.11% +252 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 5,100 $646K 0.12% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,088 $645K 0.06% -24 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,078 $644K 0.02% -364 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,051 $640K 0.01% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,186 $640K 0.02% +1,343 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,056 $630K 0.01% -74 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,959 $629K 0.05% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,952 $628K 0.04% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,952 $628K 0.09% +119 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,929 $625K <0.01% new 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,917 $623K 0.35% +1,167 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 4,909 $622K 0.02% +2,082 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,891 $620K 0.07% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,875 $618K 0.12% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,866 $617K 0.09% -432 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,861 $616K 0.03% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,820 $611K 0.04% -595 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,819 $611K 0.02% -501 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,817 $610K 0.09% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,801 $609K 0.02% -7,889 13F-HR/A Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,794 $608K 0.01% -1,024 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,781 $606K 0.04% +51 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,776 $605K 0.14% -150 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,767 $604K 0.02% -161 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,715 $598K 0.15% -88 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,704 $596K 0.02% -139 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 4,700 $596K 0.3% +75 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 4,695 $595K 0.09% -366 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,633 $587K 0.05% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 4,627 $587K 0.16% +469 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,625 $586K 0.02% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,622 $586K <0.01% +172 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,566 $579K 0.03% -104 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 4,560 $578K 0.17% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,540 $575K 0.06% +731 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,532 $574K +1,036 Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 4,523 $573K <0.01% -359 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,523 $573K 0.05% +154 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,504 $571K 0.32% -217 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 4,488 $569K 0.25% -182 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 4,480 $568K 0.17% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,470 $567K 0.03% -5,609 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,464 $566K 0.05% -300 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,458 $565K 0.04% +68 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,456 $565K 0.03% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,456 $562K 0.05% -1,374 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,410 $559K 0.02% +101 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,395 $557K 0.11% -36 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,390 $556K 0.01% -10,018 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,375 $555K 0.03% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,373 $554K 0.13% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 4,353 $552K 0.08% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,347 $551K 0.03% -1,752 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,338 $550K 0.01% -3,770 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 4,329 $549K 0.18% +2,035 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,300 $545K 0.11% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,220 $542K 0.03% +1,575 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,233 $537K 0.16% -50 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,231 $536K 0.06% -11 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,214 $534K 0.26% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,209 $534K 0.01% +681 13F-HR Timeline Group Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 4,195 $532K 0.16% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,175 $529K 0.23% +52 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,171 $529K 0.05% +4,097 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,168 $528K 0.32% -50 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 4,160 $527K 0.15% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,117 $522K 0.01% +854 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,114 $522K 0.03% +501 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 4,110 $521K 0.59% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,092 $519K 0.05% -307 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,090 $518K 0.12% -774 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 4,084 $518K 0.44% +6 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,061 $515K 0.01% +11 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,057 $514K 0.01% -23 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,055 $514K 0.05% -59 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,054 $514K 0.07% -1,395 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,049 $513K 0.22% +5 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,039 $512K 0.01% -27 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,039 $512K 0.01% -22,294 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 4,037 $512K 0.18% -211 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,095 $511K 0.01% +721 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,019 $509K 0.03% -637 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 4,000 $507K 0.01% 0 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 4,000 $507K 0.12% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,984 $505K 0.01% -79 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,978 $504K 0.05% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,968 $503K 0.07% +7 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,959 $502K 0.1% -90 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,943 $500K 0.02% +29 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,934 $499K 0.04% +2 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,933 $499K 0.05% -220 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,906 $495K 0.06% -477 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,898 $494K 0.15% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 3,893 $493K 0.07% +363 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 3,890 $493K 0.7% new 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 3,882 $492K 0.03% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,882 $492K 0.22% -722 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,880 $492K 0.02% +281 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,880 $492K 0.07% -51 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,877 $491K 0.01% -367 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,881 $491K 0.13% new 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,874 $491K 0.21% -150 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,862 $490K 0.03% +342 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 3,860 $489K <0.01% -288,785 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,851 $488K 0.28% +273 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,850 $488K 0.1% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,837 $486K 0.01% -335 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,834 $486K 0.14% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,819 $484K 0.15% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,803 $482K 0.03% -1,148 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,786 $480K 0.01% -104 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,783 $480K 0.12% -676 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,728 $479K 0.01% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,751 $475K 0.14% +1,287 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,740 $474K 0.1% +37 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,718 $471K 0.04% -196 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,718 $471K 0.02% -2 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,718 $471K 0.1% +19 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 3,715 $471K 0.02% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,702 $469K 0.13% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,692 $468K 0.3% -102 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,684 $467K 0.07% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,678 $466K 0.14% +743 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,675 $466K 0.04% +600 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,671 $465K 0.04% -154 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,639 $461K 0.05% -53 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,632 $460K 0.02% +79 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,614 $458K 0.02% +78 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,614 $458K 0.15% -91 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,603 $457K 0.2% -125 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,576 $453K 0.02% +271 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,548 $450K <0.01% -49 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,547 $450K 0.14% +66 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,546 $449K 0.17% -32 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,542 $449K 0.04% +72 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 3,542 $449K 0.02% -2,506 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,531 $448K 0.02% -34 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,521 $446K 0.01% +1,335 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,599 $446K 0.07% -313 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,520 $446K 0.22% -50 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,506 $444K 0.31% 0 13F-HR Timeline