HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,712 $211K 0.03% new 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 8,749 $211K 0.08% +600 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 8,679 $210K 0.08% -889 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 8,670 $210K 0.05% -381 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 8,656 $210K 0.02% +3,753 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 8,653 $210K 0.18% -4,487 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 8,651 $210K 0.14% -10,688 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 8,615 $209K 0.13% -685 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 8,612 $209K 0.15% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 8,610 $209K 0.06% +697 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 8,142 $209K 0.04% -511 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 8,604 $209K 0.04% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 8,573 $208K 0.09% +141 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 8,568 $208K 0.07% -1,149 13F-HR/A Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 8,568 $208K 0.1% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,566 $208K <0.01% -126,353 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 8,566 $208K 0.04% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,563 $208K 0.07% -6,061 13F-HR/A Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 8,554 $207K 0.05% -5,709 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 8,551 $207K 0.07% +536 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,551 $207K 0.03% -4,979 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 8,554 $207K 0.81% +3,000 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 8,500 $206K 0.19% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 8,482 $206K 0.07% +404 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 8,468 $205K 0.01% -2,948 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,453 $205K 0.04% -350 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 8,406 $204K 0.06% -200 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 8,400 $204K 0.18% -14,442 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 8,396 $204K 0.09% -393 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 8,379 $203K 0.09% -15 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 8,375 $203K 0.01% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 8,371 $203K 0.06% -3,348 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 8,352 $202K 0.03% -500 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 8,346 $202K 0.09% -537 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 8,340 $202K 0.05% +389 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 8,313 $202K 0.03% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 8,292 $201K 0.16% -7,036 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,283 $201K 0.02% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 8,264 $200K 0.68% -3,370 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,816 $200K 0.02% -25,471 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 7,990 $200K 0.04% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 8,224 $199K 0.19% +8 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 8,035 $195K 0.02% +120 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 8,003 $194K 2.94% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 7,946 $193K 0.19% -3,481 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 7,901 $192K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7,880 $191K 0.04% -492 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,844 $190K 0.04% -372 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,819 $190K 0.07% +238 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 7,741 $188K 0.12% -68 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 7,600 $184K 0.08% -1,500 13F-HR/A Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 7,481 $181K 0.04% -1,165 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,427 $180K 0.02% +3,251 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 7,392 $179K 0.03% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 7,072 $171K 0.16% +488 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 7,058 $171K 0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6,913 $168K 0.01% +179 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 6,695 $162K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 6,529 $158K 0.04% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 6,527 $158K 0.07% +202 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,392 $155K 0.01% -353 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6,299 $153K 0.1% -347 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6,241 $151K 0.18% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6,104 $148K 0.05% +2,905 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 6,080 $147K 0.05% -395 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,997 $145K 0.08% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,021 $145K <0.01% -1,606 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 5,970 $145K 0.06% -267 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 5,950 $144K 0.07% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,796 $140K 0.1% -1,230 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 5,752 $139K 0.09% +2,267 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,661 $137K 0.02% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 5,620 $136K 0.11% +461 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 5,608 $136K 0.41% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5,604 $136K 0.08% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 5,604 $136K 0.03% -3,488 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 5,600 $136K 0.05% +81 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 5,424 $134K 0.04% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5,507 $133K 0.02% -438 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 5,457 $132K 0.12% +93 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 5,401 $131K 0.09% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 5,329 $129K <0.01% +1,463 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 5,318 $129K 0.02% -512 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 5,321 $129K 0.09% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 5,234 $127K 0.05% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 5,118 $124K 0.04% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 5,107 $124K 0.05% +3 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 5,073 $123K 0.06% +1,270 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 5,000 $121K 0.1% new 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 4,983 $121K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,762 $119K 0.08% +605 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,914 $119K 0.02% +116 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 4,833 $117K 0.1% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,746 $115K 0.01% -2,988 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,811 $113K 0.01% -7,915 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,651 $113K 0.02% +823 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,642 $113K 0.06% -4,099 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 4,638 $112K 0.06% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,532 $110K 0.01% -255 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,512 $109K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,495 $109K 0.03% +7 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 4,473 $108K 2.1% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,472 $108K 0.04% +1 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,463 $108K <0.01% +1,263 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,427 $107K 0.01% -1,427 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 4,363 $106K 0.03% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,351 $105K 0.01% -1,808 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 4,280 $104K <0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,257 $103K 0.02% +795 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,251 $103K 0.02% +1,804 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 4,249 $103K 0.05% +2,350 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 4,188 $102K 0.08% +1,338 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,119 $99.8K 0.12% -12,295 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,013 $99.7K 0.02% +593 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 4,109 $99.6K 0.05% +702 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,095 $99.3K 0.05% +43 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,991 $98.8K 0.02% +1,442 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 16,705 $98.2K 0.01% +724 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,039 $97.9K 0.03% -261 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 4,005 $97.1K 0.11% 0 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 4,000 $97K <0.01% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 3,985 $96.6K 0.05% +442 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,971 $96.3K 0.03% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3,900 $94.5K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,827 $92.8K 0.05% -347 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,794 $92K 0.04% +1,005 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,735 $90.5K <0.01% 0 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,697 $89.6K 0.01% +38 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,686 $89.3K 0.01% -557 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 3,673 $89K 0.03% +49 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,664 $88.8K 0.03% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,562 $86.3K 0.01% -333 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,554 $86K 0.02% +475 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,486 $84.5K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,457 $83.8K 0.05% +110 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 3,396 $82.3K 0.05% -1,991 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,349 $81.2K 0.04% +167 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 3,269 $80K 0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,287 $79.7K 0.04% +602 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3,234 $78.4K 0.06% +13 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 3,200 $77.6K 0.02% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,200 $77.6K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tidemark, LLC More: the full row for Tidemark, LLC 3,192 $77.4K 0.02% +51 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3,185 $77.2K 0.03% -72 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,280 $76.4K 0.06% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,123 $75.7K 0.05% +300 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,112 $75.4K 0.04% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,062 $74.2K 0.01% +400 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 3,051 $74K 0.06% +16 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3,040 $73.7K 0.03% +502 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 3,034 $73.5K 0.02% -88 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,005 $72.8K 0.03% +1,901 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,971 $72K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,923 $70.9K 0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,850 $69.1K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,861 $69K 0.01% -324 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,829 $68.6K 0.02% -1,683 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,791 $67.7K 0.04% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 2,755 $66.8K 0.04% +1,800 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,726 $66.1K 0.01% -2,216 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 2,659 $64K 0.03% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 2,638 $64K 0.06% +45 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,548 $61.8K 0.02% +37 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,522 $61.1K 0.01% +180 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,500 $60.6K 0.04% 0 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,370 $60.1K 0.03% +2,126 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,415 $58.5K 0.02% -146 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,391 $58K 0.07% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,380 $57.7K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,262 $54.8K <0.01% +1,354 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,237 $54.2K 0.03% +3 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,228 $54K 0.05% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,223 $53.9K 0.04% +801 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,210 $53.6K 0.01% -244 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,210 $53.6K 0.02% -1,927 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,193 $53.2K 0.01% -796 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,164 $52.5K 0.04% 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 2,137 $51.8K 0.04% +2 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,096 $50.8K 0.01% -355 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,051 $49.7K 0.02% +10 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 2,000 $48.5K 0.01% +336 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,975 $47.9K 0.04% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,959 $47.5K 0.02% +605 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 1,964 $47K <0.01% -1,195 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,962 $47K 0.01% +321 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,942 $47K 0.01% +4 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,897 $46K 0.01% -7,092 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,879 $45.5K 0.02% +700 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,861 $45.1K 0.04% +498 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,851 $44.9K 0.02% +15 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 1,820 $44.1K 0.03% -2,166 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,775 $44K 0.01% -275 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,814 $44K 0.03% +11 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,806 $43.8K 0.02% +1,029 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,792 $43.4K 0.03% -103 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,783 $43.2K 0.03% -893 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,742 $42.2K 0.01% +160 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,700 $41.2K 0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,694 $41.1K <0.01% -26 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,672 $40.5K 0.03% +855 13F-HR Timeline