PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,948 $363K 0.29% +389 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,944 $362K 0.01% +373 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,938 $361K 0.27% +1 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,933 $360K 0.02% -58 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,933 $360K 0.02% +29 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,922 $358K 0.03% -280 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,922 $358K 0.01% +27 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,920 $358K 0.01% -96 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,919 $358K 0.09% -10 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,907 $356K 0.12% +10 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,897 $354K 0.25% -8 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 1,895 $353K 0.13% -200 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,894 $353K 0.03% -41 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,869 $353K 0.16% -86 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,893 $353K 0.11% -6,010 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,800 $353K 0.03% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,877 $350K 0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,872 $349K 0.03% +198 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,870 $349K 0.12% 0 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,793 $348K 0.08% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,865 $348K <0.01% +69 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,864 $347K 0.1% -3,214 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,849 $345K 0.15% +44 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,834 $342K 0.01% -162 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,833 $342K 0.03% +670 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,755 $339K 0.16% +500 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,817 $339K 0.21% -652 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,814 $338K 0.12% +460 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,813 $338K 0.02% -3,924 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,812 $338K 0.01% +7 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,800 $336K 0.01% new 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,800 $336K 0.12% -6 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,800 $336K 0.36% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,800 $336K 0.12% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,799 $335K 0.01% +242 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,798 $335K 0.01% -383 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 1,704 $334K 0.01% +44 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,791 $334K 0.24% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,790 $334K 0.14% -43 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 1,793 $333K <0.01% -11,594 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,783 $332K 0.18% -500 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,781 $332K 0.1% +318 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 1,780 $332K 0.29% +437 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 1,772 $330K 0.1% -124 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,764 $329K 0.05% +85 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,757 $328K 0.02% -75 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,756 $327K 0.08% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,756 $327K 0.03% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,752 $327K 0.03% +501 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,751 $326K 0.02% -248 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,747 $326K 0.08% -65 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,746 $325K 0.04% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,643 $323K 0.06% +15 13F-HR/A Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 1,728 $322K 0.03% 0 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 1,713 $319K 0.08% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,710 $319K 0.25% 0 13F-HR Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 1,708 $318K 0.14% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,706 $318K 0.03% +118 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,705 $318K 0.05% 0 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 1,705 $318K 0.12% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,651 $318K 0.01% -629 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,675 $318K 0.04% -250 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,700 $317K 0.02% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 1,700 $317K 0.02% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,697 $316K 0.36% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,473 $316K 0.04% new 13F-HR/A Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,696 $316K 0.06% -56 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,696 $316K 0.01% -36 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,694 $316K 0.01% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,680 $313K 0.03% +176 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,679 $313K 0.08% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,674 $312K 0.12% +30 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,670 $311K 0.06% +2 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,669 $311K 0.09% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,663 $310K 0.09% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,650 $308K 0.05% -390 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,645 $307K 0.01% -91 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,641 $306K 0.12% -40 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 1,637 $305K 0.16% +8 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,628 $303K 0.07% -2,598 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,626 $303K 0.25% 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,624 $303K 0.04% -266 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,625 $303K 0.1% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,619 $302K 0.11% +140 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,615 $301K <0.01% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,613 $301K 0.01% -324,900 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,609 $300K 0.15% +63 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,606 $299K 0.03% +42 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,604 $299K 0.02% -92 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,600 $298K 0.06% -162 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 1,600 $298K 0.2% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,595 $297K 0.04% -131 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 1,585 $295K 0.22% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,523 $295K 0.01% -105 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,583 $295K 0.03% -75 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,579 $294K 0.03% -3,076 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,575 $294K 0.03% 0 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,572 $293K 0.06% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,571 $293K 0.02% -100 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,570 $293K 0.03% +100 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 1,569 $292K 0.15% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,565 $292K 0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,561 $291K 0.04% -113 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,553 $290K 0.02% +20 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,548 $289K 0.02% -302 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,545 $288K 0.05% -69 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,544 $288K 0.03% -27 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,540 $287K 0.07% +100 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,535 $286K 0.14% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,533 $286K 0.02% +290 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,531 $285K 0.01% new 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 1,517 $283K 0.1% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,516 $283K 0.06% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,515 $282K 0.15% -91 13F-HR Timeline Group MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,510 $282K 0.06% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,508 $281K 0.01% -127 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,432 $281K 0.02% +23 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,506 $281K 0.12% +141 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1,500 $280K 0.07% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,500 $280K 0.03% -23 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,500 $280K 0.04% new 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 1,500 $280K 0.14% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,500 $280K 0.12% 0 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 1,497 $279K 0.06% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,492 $278K 0.1% +14 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,493 $278K 0.03% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,486 $277K 0.11% -30 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,483 $276K <0.01% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,482 $276K 0.03% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,475 $275K 0.03% -344 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,469 $274K 0.07% -659 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,466 $273K 0.02% -515 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,459 $272K 0.25% +2 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,457 $272K 0.02% -9 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,454 $271K 0.01% -13 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,453 $271K 0.1% -5 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,447 $270K 0.01% -35 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,438 $268K 0.05% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,436 $268K <0.01% -144 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,434 $267K 0.12% -10 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,430 $267K 0.11% +161 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,425 $266K 0.03% +68 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,416 $264K 0.22% +14 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,414 $264K 0.24% +13 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,411 $263K 0.09% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,408 $262K 0.02% +31 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,406 $262K 0.17% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,406 $262K 0.01% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,402 $261K 0.02% -573 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,401 $261K 0.07% +23 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,400 $261K 0.3% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,400 $261K 0.19% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,400 $261K 0.07% -100 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,400 $261K 0.08% +1,395 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,395 $260K <0.01% -1,232 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,390 $259K 0.1% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,389 $259K 0.06% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,389 $259K 0.01% +111 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,388 $259K <0.01% -1,499 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,387 $259K 0.07% -417 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,380 $257K 0.02% -157 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 1,380 $257K 0.19% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,375 $256K <0.01% -933 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,375 $256K 0.09% +83 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,374 $256K 0.15% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,374 $256K 0.08% +68 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,371 $256K 0.01% new 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,365 $254K 0.03% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,363 $254K 0.01% +35 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,358 $253K 0.07% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,359 $253K 0.06% +37 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,359 $253K 0.04% -593 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,350 $252K 0.02% -113 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,350 $252K 0.04% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,348 $251K 0.03% 13F-HR/A Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 1,348 $251K 0.38% 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,345 $251K 0.22% -60 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,344 $251K 0.02% -15 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,342 $250K 0.16% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,334 $249K 0.02% new 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 1,334 $249K 0.24% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,342 $249K 0.02% +12 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,330 $248K 0.06% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,329 $248K 0.01% -50,761 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,326 $247K 0.03% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,325 $247K 0.09% -56 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,325 $247K 0.04% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,322 $246K 0.03% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 1,320 $246K 0.07% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,311 $244K 0.01% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,302 $243K 0.04% +9 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,220 $242K 0.13% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,297 $242K 0.05% -85 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,295 $241K 0.07% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,293 $241K <0.01% -82 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,291 $241K 0.03% -3,019 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 1,290 $240K 0.08% +75 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,288 $240K 0.06% new 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 1,287 $240K 0.1% +137 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,286 $240K 0.12% 0 13F-HR Timeline