Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 8,895 $1.3M 0.65% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 8,891 $1.3M 0.33% +671 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 8,864 $1.3M 0.59% -221 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 8,853 $1.3M 0.27% +7 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 8,846 $1.3M 0.24% +72 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 8,841 $1.3M 0.29% -38 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 8,840 $1.3M 0.36% -375 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 8,823 $1.29M 0.1% +324 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,818 $1.29M 0.29% 0 13F-HR Timeline Group Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 8,808 $1.29M 1.15% +1,025 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 8,782 $1.29M 0.06% +3,855 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 8,768 $1.29M 0.52% +361 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,752 $1.28M 0.19% +169 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 8,751 $1.28M 0.35% +595 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,739 $1.28M 0.08% -101 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 8,737 $1.28M 0.08% +351 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,724 $1.28M 0.18% +52 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 8,721 $1.28M 0.16% +3,984 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 8,695 $1.28M 0.06% -23,467 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,692 $1.27M 0.07% +331 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 8,691 $1.27M 0.12% -12 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 8,687 $1.27M 0.22% -5,259 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 8,685 $1.27M 0.82% -1,700 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 8,663 $1.27M 0.49% 0 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 8,656 $1.27M 0.39% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 8,640 $1.27M 0.1% +4,728 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 8,631 $1.27M 0.13% -402 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 8,329 $1.26M 0.27% -1,730 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 8,597 $1.26M 0.25% -4,962 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 8,591 $1.26M 0.98% +55 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8,583 $1.26M 0.14% +416 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,578 $1.26M 0.31% +382 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 8,576 $1.26M 0.09% -2,203 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,566 $1.26M 0.18% +517 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 8,529 $1.25M 0.54% +29 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 8,515 $1.25M 0.08% -53,980 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 8,514 $1.25M 0.29% +25 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 8,510 $1.25M 0.73% +1,408 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 8,507 $1.25M 0.1% +617 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 8,502 $1.25M 0.41% -224 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 8,498 $1.25M 1.28% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,471 $1.24M 0.34% +677 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 8,471 $1.24M 0.35% +1 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 8,466 $1.24M 0.56% +2,416 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,464 $1.24M 0.26% +576 13F-HR/A Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 8,464 $1.24M 0.33% +1,562 13F-HR/A Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,468 $1.24M 0.06% -285 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,452 $1.24M 0.11% +168 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,447 $1.24M 0.17% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 8,447 $1.24M 0.57% +42 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8,441 $1.24M 0.39% -815 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 8,417 $1.23M 0.35% +100 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 8,414 $1.23M 1.1% -290 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,389 $1.23M 0.11% -341 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 8,380 $1.23M 0.23% -279 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 8,367 $1.23M 0.26% -758 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 8,358 $1.23M 0.24% +536 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 8,358 $1.23M 0.83% -1,232,815 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 8,350 $1.22M 0.12% +1,360 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 8,346 $1.22M 0.53% -95 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 8,346 $1.22M 0.04% -34 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,341 $1.22M 0.11% -227 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8,333 $1.22M 0.09% +213 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 8,324 $1.22M 0.38% +322 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 8,308 $1.22M 0.32% -34 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 8,295 $1.22M 0.03% -793 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,286 $1.21M 0.14% +507 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 8,279 $1.21M 0.36% +316 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 8,264 $1.21M 0.89% -1,287 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 8,261 $1.21M 0.13% -720 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 8,252 $1.21M 0.59% -6 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 8,242 $1.21M 0.32% -494 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 8,233 $1.21M 0.79% +738 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8,229 $1.21M 0.13% +61 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8,223 $1.21M 0.37% +655 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 8,221 $1.21M 0.12% -35 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 8,220 $1.21M 0.66% +1,385 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 8,219 $1.21M 0.06% -532 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,199 $1.2M 0.56% -86 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 8,214 $1.2M 0.74% +213 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 8,207 $1.2M 0.5% -480 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,195 $1.2M 0.04% +983 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 8,184 $1.2M 0.45% -76 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 8,155 $1.2M 0.33% +247 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,154 $1.2M 0.22% +155 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 8,146 $1.19M 0.82% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 8,145 $1.19M 0.1% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 8,142 $1.19M 0.67% -221 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 8,124 $1.19M 0.1% +829 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 8,109 $1.19M 0.16% -1,047 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 8,085 $1.19M 0.18% -609 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,057 $1.18M 0.24% +292 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 8,054 $1.18M 0.46% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 8,054 $1.18M 0.27% +804 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 8,058 $1.18M 0.4% -161 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8,052 $1.18M 0.05% +2,865 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 8,051 $1.18M 0.24% -390 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 8,050 $1.18M 0.71% +1,160 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,039 $1.18M 0.12% +1,192 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,018 $1.18M 0.21% -243 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 8,010 $1.17M 0.74% -50 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 8,005 $1.17M 0.28% +1,351 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 7,998 $1.17M 0.93% -557 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,983 $1.17M 0.09% -186 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 7,969 $1.17M 0.23% -11 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 7,956 $1.17M 0.15% -85 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 7,954 $1.17M 0.26% -183 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 7,936 $1.16M 0.11% -5,011 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7,919 $1.16M 0.24% -21 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 7,914 $1.16M 0.46% -12 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 7,910 $1.16M 0.44% +30 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 8,074 $1.16M 0.18% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 7,888 $1.16M 0.05% -1,221 13F-HR/A Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,872 $1.15M 0.4% +8 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7,849 $1.15M 0.1% +2,246 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 7,843 $1.15M 0.18% -60 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 7,835 $1.15M 0.1% +45 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 7,754 $1.15M 0.12% -16,530 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 7,818 $1.15M 0.49% -1,035 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 7,812 $1.15M 0.4% -675 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 7,798 $1.14M 0.27% +491 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 7,790 $1.14M 0.07% +1,069 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 7,766 $1.14M 0.77% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 7,751 $1.14M 0.3% -197 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 7,747 $1.14M 0.39% +47 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 7,746 $1.14M 0.15% -658 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,739 $1.13M 0.22% +914 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,720 $1.13M 0.12% -535 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,706 $1.13M 0.12% -10,488 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 7,708 $1.13M 0.56% -987 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 7,707 $1.13M 0.17% +67 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 7,701 $1.13M 0.04% -500 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,699 $1.13M 0.23% -49 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 7,682 $1.13M 1.22% -95 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 7,646 $1.12M 0.39% -155 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 7,633 $1.12M 0.13% +27 13F-HR Timeline Group RM Financial Services, LLC More: the full row for RM Financial Services, LLC 7,628 $1.12M 0.83% -145 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 7,610 $1.12M 0.38% -100 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,602 $1.11M 0.18% +49 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,592 $1.11M 0.1% +269 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,574 $1.11M 0.14% -439 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 7,550 $1.11M 0.61% -1,227 13F-HR Timeline Group Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 7,542 $1.11M 0.2% +13 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 7,537 $1.11M 0.07% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 7,535 $1.1M 0.76% -1,125 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,530 $1.1M 0.09% +2 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 7,522 $1.1M 0.09% +3,097 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 7,317 $1.1M 0.42% +24 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 7,513 $1.1M 0.29% -808 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 7,511 $1.1M 0.25% -1,185 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7,510 $1.1M 0.07% +2,094 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 7,509 $1.1M 0.13% 0 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 7,499 $1.1M 0.89% -159 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,490 $1.1M 0.1% -101 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 7,401 $1.1M 0.12% -370 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 7,483 $1.1M 0.83% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 7,477 $1.1M 0.59% -4,390 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 7,461 $1.09M 0.09% -117 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 7,445 $1.09M 0.14% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,454 $1.09M 0.17% +307 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,424 $1.09M 0.17% -153 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 7,418 $1.09M 0.48% +25 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,396 $1.08M 0.18% +16 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 7,382 $1.08M 0.21% +890 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 7,379 $1.08M 0.06% +287 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 7,372 $1.08M 0.56% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 7,372 $1.08M 0.66% -1,493 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 7,367 $1.08M 0.05% -2,725 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 7,365 $1.08M 0.12% -65 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 7,361 $1.08M 0.28% +717 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,359 $1.08M 0.12% +379 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 7,329 $1.07M 0.34% +862 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,307 $1.07M 0.05% +344 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 7,290 $1.07M 0.23% +3,768 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7,288 $1.07M 0.07% +401 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,279 $1.07M 0.11% -56 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 7,264 $1.07M 0.4% +1,357 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,257 $1.06M 0.13% -98 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,255 $1.06M 0.01% +3,448 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 7,251 $1.06M 0.16% +27 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 7,233 $1.06M 0.1% -373 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 7,212 $1.06M 0.03% -406 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 7,208 $1.06M 0.4% -109 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,207 $1.06M 0.46% +987 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,204 $1.06M 0.11% -362 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 7,187 $1.05M 0.81% +1,530 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,181 $1.05M 0.26% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,892 $1.05M 0.78% +625 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 7,169 $1.05M 0.12% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 7,167 $1.05M 0.34% -3,799 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 7,153 $1.05M 0.01% -2,740 13F-HR Timeline Group Income Insurance Ltd More: the full row for Income Insurance Ltd 7,153 $1.05M 0.63% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,259 $1.05M 0.13% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,131 $1.05M 0.1% +278 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 7,129 $1.05M 0.2% -241 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 7,127 $1.05M 0.06% -1,291 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 7,122 $1.04M 0.99% -24 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,121 $1.04M 0.23% -22 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 7,118 $1.04M 0.85% +32 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 7,109 $1.04M 0.04% +364 13F-HR Timeline