NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,014 $268K 0.01% new 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 4,961 $265K 0.13% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 4,952 $265K 0.06% +1,750 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,936 $264K 0.02% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,935 $264K 0.06% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,933 $264K 0.04% -1 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,926 $263K 0.03% +713 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,902 $262K 0.02% -40,897 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,896 $262K 0.07% -1,626 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,009 $261K 0.01% -1,509 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 4,867 $260K 0.13% -2 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 4,855 $260K 0.03% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 4,501 $259K 0.17% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 4,210 $258K 0.03% -2,619 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 4,819 $258K 0.05% 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,807 $257K 0.01% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 4,798 $257K 0.12% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 4,790 $256K 0.19% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,780 $256K <0.01% new 13F-HR Timeline Group Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 4,772 $255K 0.73% -1,028 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 4,763 $255K 0.06% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,757 $254K 0.01% -131 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 4,724 $253K 0.07% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,718 $252K 0.05% +130 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 4,715 $252K 0.21% -80 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,712 $252K 0.12% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,711 $252K 0.02% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,710 $252K 0.01% -4,928 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 4,684 $250K 0.19% -120 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,671 $250K 0.01% -2,556 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 4,733 $249K 0.24% -53 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,663 $249K 0.04% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,660 $249K 0.03% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,656 $249K 0.01% -1,328 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 4,651 $249K 0.14% +285 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 4,631 $248K 0.1% 0 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 4,621 $247K 0.14% -632 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,615 $246K 0.04% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,605 $246K 0.03% -100 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 4,601 $246K 0.21% +101 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,555 $244K 0.01% 0 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 4,554 $244K 0.06% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,551 $243K 0.02% +226 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 4,548 $243K 0.12% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,547 $243K 0.07% +219 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,535 $242K 0.2% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,535 $242K 0.04% -544 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,535 $242K 0.06% -5,708 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 4,528 $242K 0.04% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,513 $241K 0.01% +1,149 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,510 $241K 0.07% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,502 $241K 0.03% +288 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 4,500 $241K 0.07% 0 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 4,499 $241K 0.1% -1,511 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 4,485 $240K 0.07% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 4,484 $240K 0.07% +486 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,426 $237K 0.02% -50 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,426 $237K 0.04% +1 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 4,424 $237K 0.21% +50 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,279 $236K 0.08% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,410 $236K 0.05% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,409 $236K 0.01% +344 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,405 $236K 0.06% -5 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,403 $235K 0.05% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,400 $235K <0.01% 0 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 4,383 $234K 0.13% +336 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,367 $234K 0.02% -2 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,363 $233K 0.01% +155 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,363 $233K 0.04% +299 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,350 $233K 0.01% -30 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 4,332 $232K 0.15% new 13F-HR/A Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,314 $231K 0.08% +670 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 4,311 $231K 0.02% -70 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,303 $230K 0.04% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,296 $230K 0.06% +1,113 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 4,289 $229K 0.03% -7,711 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 4,287 $229K 0.03% -363 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,285 $229K 0.09% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,284 $229K 0 Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 4,281 $229K 0.04% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,276 $229K 0.01% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,254 $227K 0.03% 0 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 4,249 $227K 0.11% -1,212 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,246 $227K 0.03% -275 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 4,235 $226K 0.08% +22 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,228 $226K 0.03% 0 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 4,219 $226K 0.06% +222 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,212 $225K 0.06% -9,401 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,208 $225K 0.01% -700 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,205 $225K 0.01% -140 13F-HR/A Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 4,205 $225K 0.13% -390 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 4,200 $225K 0.19% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,200 $225K 0.01% +527 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 4,190 $224K 0.09% new 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 4,153 $222K <0.01% 0 13F-HR Timeline Group CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 4,140 $221K 0.13% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,134 $221K 0.1% new 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 4,150 $221K 0.13% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,115 $220K 0.04% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,113 $220K 0.02% -130 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 4,108 $220K 0.03% +83 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,176 $220K 0.07% +51 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 4,107 $220K 0.03% 0 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 4,100 $219K 0.11% 0 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 4,099 $219K 0.07% +75 13F-HR Timeline Group COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 4,094 $219K 0.09% +119 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,091 $219K 0.02% +541 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,078 $218K 0.03% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,068 $218K 0.05% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,061 $217K 0.14% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,053 $217K 0.03% -5,231 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 4,049 $216K 0.14% 0 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 4,048 $216K 0.06% +277 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,034 $216K 0.1% -74 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 4,020 $215K 0.09% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 4,014 $215K 0.15% 0 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 4,006 $214K 0.12% 0 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 4,001 $214K 0.04% -100 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,997 $214K 0.04% -6,529 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,993 $214K <0.01% -335 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,986 $213K 0.02% new 13F-HR Timeline Group Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 3,974 $212K 0.11% -5 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 3,964 $212K 0.12% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,952 $211K 0.01% +75 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,927 $210K 0.11% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,916 $209K 0.03% -897 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,914 $209K 0.03% +88 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,906 $209K 0.01% +1,600 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 4,085 $208K 0.02% -1,758 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 3,890 $208K 0.17% -1,531 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,889 $208K 0.02% +619 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,881 $208K <0.01% -66 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,877 $207K 0.07% +200 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,840 $205K 0.05% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,826 $205K 0.03% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 3,825 $205K 0.17% 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,805 $203K 0.11% -890 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 3,792 $203K <0.01% new 13F-HR Timeline Group TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,782 $202K 0.06% -2,750 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,762 $201K 0.28% -12 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 3,760 $201K 0.04% 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,751 $201K 0.04% +335 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,830 $201K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,725 $199K 0.01% +573 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,689 $197K 0.06% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,664 $196K 0.09% +45 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,547 $190K 0.04% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,516 $188K <0.01% +1,044 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,510 $188K 0.07% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,449 $184K 0.04% +116 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,417 $183K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 3,327 $178K 0.02% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,321 $178K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,179 $170K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,100 $166K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 3,091 $165K 0.04% +145 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,072 $164K 0.02% +1 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,000 $160K 0.06% +2,552 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,930 $157K 0.01% +2,060 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,880 $154K 0.01% -526 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,875 $154K 0.09% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,847 $152K 0.02% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,827 $151K 0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,800 $150K 0.11% +2,300 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,800 $150K 0.03% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,710 $145K 0.01% -500 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,707 $145K 0.01% -103 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 2,665 $142K 0.16% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,277 $142K 0.05% +200 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,652 $142K 0.03% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,620 $140K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,144 $138K 0.04% +492 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,494 $133K 0.05% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,474 $132K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,376 $127K 0.01% +261 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,350 $126K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,341 $125K 0.03% +125 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,230 $119K 0.12% +153 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,227 $119K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,200 $118K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,125 $114K 0.05% -975 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,121 $113K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,105 $113K 0.07% +154 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,105 $112K <0.01% -30 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,091 $112K 0.01% +1,125 13F-HR Timeline MOTCO More: the full row for MOTCO 2,065 $110K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,037 $109K 0.09% 0 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 2,038 $109K 0.03% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,010 $107K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,000 $107K 0.02% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,000 $107K 0.05% 0 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 1,895 $101K 0.05% +1,645 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,840 $98.4K 0.01% -700 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,789 $95.7K 0.02% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,787 $95.6K <0.01% -2,147 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,779 $95.1K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,768 $94.5K 0.02% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,761 $94.2K 0.04% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,745 $92.8K <0.01% +352 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,675 $89.6K 0.01% new 13F-HR Timeline