Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,531 $1.14M 0.24% -3 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 1,530 $1.14M 0.92% -45 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 1,530 $1.14M 0.67% +139 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 1,529 $1.14M 0.24% -17 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,524 $1.14M 0.57% +26 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 1,522 $1.14M 0.36% -160 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,520 $1.14M 0.17% -3,647 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 1,518 $1.13M 0.15% 0 13F-HR Timeline BCI SECURITIES, INC. More: the full row for BCI SECURITIES, INC. 1,515 $1.13M 9.75% -17 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,515 $1.13M 0.39% +13 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 1,512 $1.13M 0.33% -470 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,512 $1.13M 0.37% -16 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,511 $1.13M 0.41% -24 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 1,511 $1.13M 0.7% 0 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 1,506 $1.13M 0.57% -68 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 1,509 $1.13M 0.42% +58 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,508 $1.13M 0.27% -26 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,508 $1.13M 0.6% -70 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,506 $1.12M 0.36% +140 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,506 $1.12M 0.29% -349 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,505 $1.12M 0.85% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,504 $1.12M 0.14% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,503 $1.12M 0.32% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,500 $1.12M 0.3% -273 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,503 $1.12M 0.47% +27 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 1,501 $1.12M 0.31% -191 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,501 $1.12M 0.07% +500 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,501 $1.12M 0.26% -216 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,500 $1.12M 0.47% +163 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,500 $1.12M 0.07% 0 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,499 $1.12M 0.45% +2 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,494 $1.12M 0.44% -7 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 1,493 $1.11M 0.22% +540 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,488 $1.11M 0.62% -525 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,486 $1.11M 0.56% +5 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,486 $1.11M 0.26% +304 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,486 $1.11M 0.61% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,483 $1.11M 0.34% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,483 $1.11M 0.28% -9 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 1,482 $1.11M 0.18% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,478 $1.1M 0.59% +5 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 1,477 $1.1M 0.02% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,477 $1.1M 0.62% +307 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,477 $1.1M 0.31% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,475 $1.1M 0.39% +188 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,474 $1.1M 0.86% 0 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 1,474 $1.1M 0.36% -9 13F-HR/A Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,472 $1.1M 0.33% -719 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,472 $1.1M 0.47% +29 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,470 $1.1M 0.55% +46 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,469 $1.1M 0.34% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,468 $1.1M 0.29% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 1,466 $1.09M 0.26% -22 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,465 $1.09M 0.21% -13 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,462 $1.09M 0.46% +33 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,462 $1.09M 0.21% +28 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,459 $1.09M 0.08% -129 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,458 $1.09M 0.52% +15 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,457 $1.09M 0.1% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,457 $1.09M 0.21% +73 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,457 $1.09M 0.34% +28 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 1,452 $1.08M 0.73% -26 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,444 $1.08M 0.03% +66 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,443 $1.08M 0.5% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,442 $1.08M 0.31% +272 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,441 $1.08M 0.38% +506 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,440 $1.08M 0.14% -62 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,439 $1.07M 0.7% -2 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,437 $1.07M 0.31% +577 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,436 $1.07M 0.63% -10 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 1,435 $1.07M 0.47% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,435 $1.07M 0.39% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,434 $1.07M 0.58% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,430 $1.07M 0.07% -143 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,428 $1.07M 0.08% new 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 1,423 $1.06M 0.35% 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 1,423 $1.06M 0.66% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,421 $1.06M 0.17% -400 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 1,421 $1.06M 1.6% -68 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,420 $1.06M 0.38% -957 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,420 $1.06M 0.1% 0 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 1,420 $1.06M 0.65% +129 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 1,418 $1.06M 0.32% +97 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,413 $1.06M 0.44% -579 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,413 $1.06M 0.36% 0 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 1,410 $1.05M 0.25% -7 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,416 $1.05M 0.41% -27 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,409 $1.05M 0.54% -3 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,407 $1.05M 0.15% -46 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,406 $1.05M 0.46% +5 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 1,404 $1.05M 0.29% +249 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 1,401 $1.05M 0.47% -3,291 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 1,401 $1.05M 0.54% +3 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,400 $1.05M 0.37% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,400 $1.05M 0.45% +181 13F-HR/A Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 1,400 $1.05M 0.14% 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,400 $1.05M 0.72% 0 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,399 $1.05M 0.6% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,394 $1.04M 0.21% -2 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 1,393 $1.04M 0.14% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,393 $1.04M 0.14% +103 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,392 $1.04M 0.29% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,388 $1.04M 0.37% -11 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,385 $1.03M 0.8% +3 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,385 $1.03M 0.18% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,383 $1.03M 0.17% +85 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,382 $1.03M 0.67% -89 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,380 $1.03M 0.4% 0 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 1,380 $1.03M 0.56% 0 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 1,379 $1.03M 0.87% 0 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,372 $1.03M 0.22% +3 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1,375 $1.03M 0.16% +92 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 1,374 $1.03M 0.24% 0 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 1,374 $1.03M 0.3% +4 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,372 $1.02M 0.57% +1 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 1,367 $1.02M 0.99% -8 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 1,366 $1.02M 0.73% -195 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,366 $1.02M 0.35% 0 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 1,364 $1.02M 0.1% new 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 1,364 $1.02M 0.5% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,363 $1.02M 0.58% +154 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 1,363 $1.02M 0.53% -55 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 1,362 $1.02M 0.87% +70 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 1,361 $1.02M 0.53% +1 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,360 $1.02M 0.05% +363 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 1,360 $1.02M 0.12% +16 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,358 $1.01M 0.36% -117 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,356 $1.01M 0.39% -209 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 1,351 $1.01M 0.13% new 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,350 $1.01M 0.06% +65 13F-HR/A Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,348 $1.01M 0.31% -24 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 1,349 $1.01M 0.31% +1 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,345 $1M 0.37% +90 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,344 $1M 0.22% +3 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,342 $1M 0.05% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,340 $1M 0.19% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,338 $999K 0.18% +4 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 1,334 $998K 0.54% +208 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,336 $998K 0.19% +310 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 1,345 $996K 0.1% new 13F-HR Timeline Group NBH Bank More: the full row for NBH Bank 1,334 $996K 0.42% 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,334 $996K 0.18% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,331 $994K 0.44% +10 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,331 $994K 0.5% +1 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 1,329 $993K 0.76% -116 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 1,329 $992K 0.3% +5 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 1,329 $992K 0.81% -7 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,327 $991K 0.18% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,326 $990K 0.3% +122 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,320 $986K 0.2% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,319 $985K 0.52% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,316 $983K 0.06% -8 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,316 $983K 0.11% +7 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,312 $980K 0.14% +7 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 1,308 $977K 0.57% +116 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 1,307 $976K 0.22% -921 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,307 $976K 0.2% -1 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,302 $972K 0.18% -187 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 1,302 $972K 0.8% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,301 $972K 0.3% +52 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 1,296 $970K 0.67% 0 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 1,298 $969K 1.16% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,281 $967K 0.1% +28 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,290 $963K 0.19% -657 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,286 $963K 0.16% +6 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,287 $961K 0.06% -3 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,287 $961K 0.47% 0 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 1,286 $960K 0.27% 0 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,286 $960K 0.69% -265 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 1,284 $959K 0.36% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,283 $958K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 1,281 $957K 0.46% new 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,278 $954K 1.31% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,275 $952K 0.53% 0 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,274 $951K 0.73% -56 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,273 $951K 0.11% -6 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 1,273 $951K 0.37% +119 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,271 $949K 0.09% -88 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,269 $948K 0.16% +53 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,268 $947K 0.16% -29 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,268 $947K 0.39% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,267 $946K 0.08% 0 13F-HR Timeline FINANCIAL DISCOVERY GROUP INC More: the full row for FINANCIAL DISCOVERY GROUP INC 1,263 $943K 2.01% 0 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,262 $942K 0.29% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,258 $940K 0.13% -32 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,258 $939K 0.08% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,252 $937K 0.21% 0 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 1,261 $937K 0.32% +1 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,255 $937K 0.57% +52 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,254 $936K 0.11% +7 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 1,253 $936K 0.32% -6 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,253 $936K 0.37% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,253 $936K 0.09% +6 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,250 $933K 0.14% +446 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,250 $933K 0.12% -3 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,247 $931K 0.12% -26 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 1,246 $930K 0.17% +151 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,246 $930K 0.08% -1 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 1,245 $930K 0.53% +485 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,249 $928K 0.13% +11 13F-HR Timeline