Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 592 $327K 0.08% 0 13F-HR/A Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 589 $324K 0.07% +2 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 691 $324K 0.16% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 586 $323K 0.32% -62 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 584 $323K 0.07% -31 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 583 $322K 0.09% +107 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 583 $322K 0.04% 0 13F-HR/A Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 582 $321K 0.12% 0 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 582 $321K 0.04% 0 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 582 $321K 0.52% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 581 $320K 0.12% -229 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 580 $320K 0.18% -26 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 580 $320K 0.08% +42 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 580 $320K 0.2% +1 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 579 $319K 0.12% -271,877 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 565 $319K 0.17% +16 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 577 $318K 0.2% 0 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 574 $317K 0.12% 0 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 574 $317K 0.11% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 573 $316K 0.16% +1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 572 $316K 0.14% +567 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 570 $314K 0.09% -370 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 570 $314K 0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 569 $313K 0.05% -5 13F-HR/A Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 567 $313K 0.17% -579 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 566 $312K 0.1% new 13F-HR/A Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 565 $312K 0.05% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 565 $312K 0.07% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 564 $311K 0.03% +1 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 550 $311K 0.13% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 562 $310K 0.08% -360 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 561 $310K 0.22% +32 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 560 $309K 0.17% -150 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 560 $309K 0.12% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 557 $307K 0.1% +220 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 556 $307K 0.26% -68 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 556 $307K 0.07% +1 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 555 $306K 0.06% +40 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 554 $306K 0.11% +5 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 552 $305K 0.02% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 549 $303K 0.01% +46 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 548 $302K 0.19% new 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 547 $302K 0.16% +100 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 547 $301K 0.09% +42 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 546 $301K 0.12% new 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 532 $301K 0.11% new 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 546 $301K 0.34% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 546 $301K 0.11% 0 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 546 $301K 0.15% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 546 $301K <0.01% +339 13F-HR Timeline Group Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 544 $300K 0.21% new 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 521 $299K 0.17% new 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 541 $298K 0.07% new 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 540 $298K 0.42% -12,033 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 537 $298K 0.16% -9 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 539 $297K 0.02% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 539 $297K 0.08% +58 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 538 $297K 0.21% -11 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 532 $295K 0.15% +17 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 534 $295K <0.01% -3 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 533 $294K 0.07% 0 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 532 $293K 0.03% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 530 $292K 0.03% new 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 529 $292K 0.2% -87 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 527 $291K 0.11% -479 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 527 $291K 0.18% -367 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 526 $290K 0.04% +147 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 500 $290K 0.15% new 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 526 $290K 0.07% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 515 $290K 0.13% 0 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 513 $289K 0.1% +37 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 524 $289K 0.18% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 522 $288K 0.1% +38 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 522 $288K 0.12% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 505 $285K 0.15% 0 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 517 $285K 0.19% +86 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 516 $285K 0.02% +4 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 503 $284K 0.19% -21,221 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 515 $284K 0.27% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 515 $284K 0.09% -1 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 514 $284K 0.13% -242 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 514 $284K 0.24% -234 13F-HR/A Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 513 $283K 0.13% +10 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 510 $282K 0.15% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 508 $280K 0.06% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 505 $279K 0.06% new 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 505 $279K 0.18% 0 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 504 $278K 0.24% -12 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 502 $277K 0.02% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 502 $277K 0.02% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 501 $277K 0.03% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 500 $276K 0.11% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 500 $276K 0.05% -3 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 500 $276K 0.07% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 500 $276K 0.03% 0 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 497 $274K 0.13% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 497 $274K 0.06% +43 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 484 $274K 0.03% 0 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 500 $273K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 495 $273K 0.15% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 491 $271K 0.13% +20 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 491 $271K 0.16% +32 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 490 $270K 0.14% 0 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 490 $270K 0.07% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 488 $270K 0.14% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 488 $269K 0.05% +60 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 488 $269K 0.1% +92 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 485 $268K 0.02% -175 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 485 $267K 0.16% -9 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 484 $267K 0.1% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 484 $267K 0.19% -26 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 484 $267K 0.13% -25 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 483 $267K 0.15% +50 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 482 $266K 0.26% +1 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 479 $264K 0.05% new 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 479 $264K 0.1% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 478 $264K 0.02% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 477 $263K 0.28% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 476 $263K 0.08% -22 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 476 $262K 0.23% -267 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 475 $262K 0.08% +40 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 475 $262K 0.02% new 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 473 $261K 0.51% -298 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 472 $261K 0.06% new 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 472 $260K 0.14% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 471 $260K 0.06% 0 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 472 $260K 0.19% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 470 $259K 0.09% +114 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 470 $259K 0.21% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 469 $259K 0.06% -14 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 468 $258K 0.06% -75 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 467 $258K 0.15% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 466 $257K 0.19% +35 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 466 $257K 0.13% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 466 $257K 0.06% +29 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 448 $257K 0.07% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 465 $257K 0.03% -23 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 464 $256K 0.06% -83 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 463 $255K 0.26% -7 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 463 $255K 0.02% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 463 $255K 0.08% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 461 $255K 0.14% +22 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 461 $254K 0.01% -379 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 460 $254K 0.26% new 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 459 $253K 0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 457 $252K 0.06% new 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 457 $252K 0.02% new 13F-HR Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 456 $252K 0.06% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 456 $252K 0.05% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 456 $252K 0.23% new 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 452 $250K 0.1% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 532 $250K 0.05% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 452 $249K 0.05% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 451 $249K 0.1% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 432 $249K 0.35% 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 450 $248K 0.07% 0 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 449 $248K 0.14% new 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 448 $247K 0.07% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 448 $247K 0.19% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 448 $247K 0.31% 0 13F-HR/A Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 445 $245K 0.02% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 445 $245K 0.19% new 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 443 $244K 0.17% +1 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 443 $244K 0.02% -12 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 435 $244K 0.15% +2 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 440 $243K 0.03% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 440 $243K 0.09% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 440 $243K <0.01% -12 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 440 $243K 0.17% 0 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 426 $242K 0.21% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 439 $242K 0.19% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 437 $241K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 436 $241K 0.08% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 435 $240K 0.18% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 436 $239K 0.03% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 433 $239K 0.05% -14 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 433 $239K 0.09% -100 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 432 $238K 0.04% -8 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 431 $238K 0.11% +5 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 431 $238K 0.22% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 430 $237K 0.07% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 429 $237K 0.16% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 429 $237K 0.06% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 428 $236K 0.11% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 428 $236K 0.57% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 427 $236K 0.18% -707 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 426 $235K 0.01% 0 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 425 $234K 0.18% new 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 425 $234K 0.09% new 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 425 $234K 0.19% new 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 425 $234K 0.17% -20 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 423 $233K 0.19% -98 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 422 $233K <0.01% -16 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 422 $233K 0.53% -42 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 420 $232K 0.12% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 420 $232K 0.11% -32 13F-HR Timeline City State Bank More: the full row for City State Bank 418 $231K 0.07% -100 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 415 $229K 0.07% -42 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 414 $228K 0.01% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 414 $228K 0.01% +2 13F-HR Timeline Group