GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,508 $1.06M 0.03% +755 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 5,470 $1.05M 0.27% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,287 $1.04M 0.1% +1,052 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,352 $1.03M 0.05% +505 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,352 $1.03M 0.46% +502 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,293 $1.02M 0.07% -170 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 5,243 $1.01M 0.09% -304 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,242 $1.01M 0.3% +16 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 5,206 $1M 0.04% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 5,200 $1M 0.02% -800 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 5,178 $999K 0.38% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,178 $999K 0.3% -15 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,150 $993K 0.22% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,132 $990K 0.13% +4,270 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 5,104 $984K 0.64% 0 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 5,083 $980K 0.3% +100 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 5,083 $980K 0.42% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,075 $979K 0.07% +130 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,072 $978K 0.03% -136 13F-HR Timeline Group Mendel Money Management More: the full row for Mendel Money Management 5,059 $976K 0.44% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,048 $973K 0.01% -288 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,044 $973K 0.32% +35 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,009 $966K 0.25% +181 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 5,000 $964K 0.02% 0 13F-HR Timeline Group GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 4,950 $955K 0.01% -400 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,948 $954K 0.04% -5,829 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 4,925 $950K 0.33% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,905 $946K 0.02% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,904 $946K 0.05% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 4,901 $945K 0.04% +67 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,898 $945K 0.07% +44 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,896 $944K 0.06% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 4,885 $942K 0.02% -318,130 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 4,886 $942K 0.06% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,862 $938K 0.06% -500 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,825 $931K 0.31% 0 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,812 $928K 0.28% +230 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,990 $924K 0.06% -132 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,780 $922K 0.28% +44 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 4,767 $919K 0.08% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,762 $918K 0.11% +8 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,751 $916K 0.16% -665 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,746 $915K 0.06% -70 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,729 $912K 0.16% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,811 $909K 0.05% +412 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 4,715 $909K 0.07% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,713 $909K 0.02% -9,117 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,702 $907K 0.14% +967 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,681 $903K 0.03% +1,291 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,664 $900K 0.03% +597 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,664 $899K 0.1% 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 4,650 $897K 0.48% +23 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 4,644 $896K 0.27% -25 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,547 $894K 0.02% +1,938 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,630 $893K 0.28% -132 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,621 $891K 0.01% -498 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,613 $890K 0.12% -2,133 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 4,613 $889K -10,537 Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,609 $889K 0.06% -513 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,601 $887K 0.11% 0 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 4,600 $887K 0.02% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,593 $886K 0.07% +1,585 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,579 $883K 0.06% -478 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,562 $880K 0.08% +292 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,557 $879K 0.19% +21 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,546 $877K 0.06% +46 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,540 $876K 0.06% -54 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,526 $873K 0.15% +14 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,466 $861K 0.07% +181 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,436 $856K 0.12% +176 13F-HR Timeline Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 4,425 $853K 0.37% -22 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,425 $852K 0.46% +643 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,389 $846K 0.43% +77 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,381 $845K 0.08% -254 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,375 $844K 0.39% +31 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,324 $834K 0.17% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,410 $833K 0.02% +363 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,308 $831K 0.15% -768 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 4,287 $827K 0.05% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 4,262 $822K 0.26% +31 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,262 $822K +1,442 Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,259 $821K 0.6% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,258 $821K 0.22% -158 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,247 $819K 0.08% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,245 $819K 0.02% +302 13F-HR/A Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,244 $818K 0.21% -180 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BSW Wealth Partners More: the full row for BSW Wealth Partners 4,231 $816K 0.12% +389 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,224 $815K 0.38% +456 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,206 $811K 0.12% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,205 $811K 0.02% +30 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,205 $811K 0.08% -32 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,193 $809K 0.03% -635 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,190 $808K 0.16% +525 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,189 $808K 0.02% -205 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,171 $804K 0.06% -140 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 4,159 $802K 0.07% -26 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,154 $801K 0.02% -32 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,111 $793K 0.05% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 4,106 $792K 0.29% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,104 $792K 0.29% -173 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,084 $788K 0.16% -10 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,084 $787K 0.14% -37 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,072 $785K 0.08% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,047 $780K 0.24% -174 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,041 $779K 0.02% +984 13F-HR/A Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 4,039 $779K 0.62% 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,026 $776K 0.11% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,020 $775K 0.12% +2,733 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,011 $774K 0.1% -273 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,010 $773K 0.01% +56 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,981 $768K 0.05% -1,741 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,979 $767K 0.04% -109 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,967 $765K 0.01% -341 13F-HR/A Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3,846 $764K 0.32% -320 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 4,105 $759K 4.73% 0 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 3,932 $758K 0.09% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,931 $758K 0.11% +373 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,920 $756K 0.11% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,912 $755K 0.75% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,900 $752K 0.09% +377 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,899 $752K 0.11% -182 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,895 $751K 0.07% +100 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,888 $750K 0.03% +2,549 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,888 $750K 0.06% -77 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,887 $750K 0.19% -102 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,884 $749K 0.02% +1,498 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,878 $748K 0.21% -92 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 3,841 $741K 0.28% 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,840 $741K 0.19% -722 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,832 $739K 0.25% -330 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,830 $739K 0.14% 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,830 $739K 0.35% -71 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,816 $736K 0.02% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,804 $734K 0.14% +234 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,757 $725K 0.67% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,756 $724K 0.23% +20 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,753 $724K 0.01% -7 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,746 $722K 0.03% +19 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,742 $722K 0.13% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,737 $721K <0.01% +143 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,732 $720K 0.02% +209 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 3,710 $715K 0.05% +2 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 3,700 $714K 0.42% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,692 $712K 0.18% -236 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,690 $712K 0.29% +14 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,677 $709K 0.17% +100 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,677 $709K 0.53% +847 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 3,650 $704K 0.08% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,643 $703K 0.02% +131 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,635 $701K 0.05% +730 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,613 $697K 0.02% +7 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,600 $694K 0.31% -150 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 3,483 $689K 0.04% +190 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,566 $688K 0.02% -627 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,559 $686K 0.06% -400 13F-HR Timeline InvesTrust More: the full row for InvesTrust 3,564 $686K 0.19% 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,550 $685K 0.1% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,535 $682K 0.02% +171 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,530 $681K 0.02% -507 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,530 $681K 0.22% 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,500 $675K 0.05% 0 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 3,500 $675K 0.02% +500 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,496 $674K 0.19% -212 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,487 $672K 0.14% 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,486 $672K 0.09% -113 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,464 $668K 0.38% -156 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,462 $668K 0.57% 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,451 $666K 0.17% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,440 $663K 0.07% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 3,426 $661K 0.05% +10 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,409 $657K 0.03% -668 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,400 $656K 0.02% -57 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,398 $655K 0.53% +382 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,212 $655K 0.08% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,393 $654K 0.26% -17 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,381 $652K 0.06% +1,036 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,365 $649K 0.12% +2,036 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,364 $649K 0.39% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,360 $648K 0.21% -208 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,344 $645K 0.06% -59 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,341 $644K 0.06% -372 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,317 $640K 0.06% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,316 $639K 0.31% -109 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,314 $639K 0.04% new 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,302 $637K 0.05% 0 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 3,295 $635K 0.19% +100 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,282 $633K 0.04% +4 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,277 $632K 0.29% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,267 $630K 0.07% -412 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,249 $627K 0.03% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,253 $626K 0.06% -91 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,235 $624K 0.05% +22 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,229 $623K 0.13% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,225 $622K 0.04% -4 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,202 $618K 0.03% -35 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,197 $616K 0.04% +55 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,194 $616K 0.2% -6,712 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,188 $615K 0.02% +127 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,175 $612K 0.33% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,171 $612K 0.04% -233 13F-HR Timeline