CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,684 $627K 0.04% +8 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,683 $627K 0.28% -5 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,680 $625K 0.09% +249 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,673 $623K 0.1% +8 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,667 $621K <0.01% +369 13F-HR Timeline Group Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,780 $620K 0.13% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,658 $617K 0.01% -110 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 1,652 $615K 0.02% +4 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,650 $614K 0.5% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,642 $611K 0.17% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,638 $610K 0.05% +747 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,632 $609K 0.07% +37 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,634 $608K 0.1% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,631 $607K 0.26% +500 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,630 $607K 0.06% +355 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,630 $607K 0.15% 0 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,630 $607K 0.31% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,625 $605K 0.11% -297 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,617 $602K 0.04% -282 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,645 $600K 0.54% -5 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,609 $599K 0.27% +157 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,601 $597K 0.1% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,604 $597K 0.33% +37 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,598 $595K 0.07% +10 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,598 $595K 0.41% +12 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,594 $593K 0.4% -60 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,591 $592K 0.51% -52 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,581 $589K 0.09% +39 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,574 $586K 0.08% -56 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,571 $585K 0.27% +313 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,565 $583K 0.3% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,556 $581K 0.15% -37 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,553 $578K 0.25% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,543 $575K 0.05% -25 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,545 $575K 0.44% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,542 $574K 0.39% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,538 $572K 0.02% +61 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,529 $569K 0.2% +20 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,528 $569K 0.2% -37 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,525 $568K 0 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,520 $566K 0.02% +196 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,549 $565K 0.05% -26 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,515 $564K 0.09% +394 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,515 $564K 0.1% +65 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,500 $560K 0.69% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,503 $559K 0.1% 0 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 1,500 $558K 0.07% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,500 $558K 0.21% -250 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,497 $557K 0.06% +324 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,493 $556K 0.04% -71 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,493 $556K 0.11% -55 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,492 $555K 0.2% -280 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,485 $553K 0.02% -88 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 1,483 $552K 2.09% -22,448 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,478 $550K 0.11% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,473 $548K 0.05% +66 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,471 $548K 0.11% +137 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,463 $545K 0.17% -42 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,454 $541K 0.46% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,445 $538K 0.05% +24 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,442 $537K 0.37% -100 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,441 $536K 0.12% +26 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,437 $535K 0.21% +357 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,430 $535K 0.05% +116 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,434 $534K 0.04% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,428 $532K 0.04% -61 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,525 $531K 0.22% +4 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,424 $530K 0.05% +74 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 1,421 $529K 0.19% +3 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,420 $529K 0.05% +36 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,420 $529K 0.13% +10 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,356 $526K 0.1% -140 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 1,413 $526K 0.18% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,411 $525K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,409 $525K 0.22% -17 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,408 $524K 0.28% +153 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,404 $523K 0.14% -50 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,402 $522K 0.15% +55 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 1,400 $521K 0.29% -800 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,400 $521K 0.19% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,397 $518K 0.07% -255 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,390 $517K 0.08% 0 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 1,384 $515K 0.01% +15 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,379 $513K 0.03% -22 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,360 $506K 0.24% +21 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,355 $504K 0.02% -35 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,353 $504K 0.07% +28 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,350 $503K 0.05% +3 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,345 $501K 0.22% -31 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,340 $499K 0.02% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,339 $498K 0.01% +23 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,335 $497K 0.02% -2,286 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,331 $495K 0.38% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,324 $493K 0.05% 0 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,322 $492K 0.27% +698 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,320 $491K 0.19% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,319 $491K 0.59% +21 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,311 $488K 0.03% -154 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,307 $487K 0.19% +1 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,305 $486K 0.17% +70 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,302 $485K -988 Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 1,300 $484K 0.28% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,279 $484K 0.03% +694 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,298 $483K 0.24% -30 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,272 $473K 0.16% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,261 $469K 0.65% +9 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,259 $468K 0.47% +148 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 1,214 $466K 0.08% +409 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,250 $465K 0.09% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,242 $462K 0.04% +286 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,306 $459K 0.09% +119 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,234 $459K 0.01% +276 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,230 $458K 0.04% -96 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,230 $458K 0.06% -27 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,225 $457K 0.13% +22 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,228 $457K 0.2% +119 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,224 $456K 0.12% +272 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,218 $453K 0.06% +1 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,216 $453K 0.01% -55 13F-HR Timeline Group BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,216 $453K 0.22% -1 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 1,215 $452K 0.03% +414 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,213 $452K 0.03% +198 13F-HR/A Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,212 $451K 0.06% 0 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,212 $451K 0.02% +6 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,210 $450K 0.1% 0 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,202 $447K 0.07% -289 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,200 $447K 0.23% 0 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 1,200 $447K 0.01% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,200 $447K 0.22% -200 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,156 $446K 0.08% -3,134 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,199 $446K 0.07% +100 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,193 $444K 0.04% +29 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,191 $443K 0.06% +163 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,189 $443K 0.01% -25 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,185 $441K 0.13% +8 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,181 $440K 0.04% -43 13F-HR/A Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,181 $440K 0.34% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,175 $438K 0.21% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,172 $436K 0.17% +287 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,167 $435K 0.07% -229 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,165 $434K 0.1% +500 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,160 $432K 0.11% +340 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,159 $432K 0.06% +276 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,154 $430K 0.29% +337 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,150 $429K 0.35% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,146 $426K 0.04% -38 13F-HR/A Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,139 $424K 0.07% +63 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,136 $423K 0.19% -372 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,133 $422K <0.01% +1 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,132 $421K 0.2% +296 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,130 $421K 0.23% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,126 $420K 0.02% +15 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,125 $419K 0.08% +86 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,121 $417K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,118 $417K 0.03% -10 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,111 $414K 0.1% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,105 $411K 0.04% +1 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,105 $411K 0.12% +3 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,103 $411K 0.21% +531 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,081 $408K 0.02% -112 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,092 $407K 0.07% -944 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,092 $406K 0.05% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,092 $406K 0.45% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 1,086 $404K 0.23% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,085 $404K 0.26% -20 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,082 $403K 0.02% +366 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,081 $402K 0.11% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,077 $401K 0.05% +80 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,074 $400K 0.03% 0 13F-HR/A Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,071 $399K 0.08% -59 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 1,071 $399K 0.07% -10 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,071 $399K 0.05% +15 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,070 $398K 0.08% +12 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,070 $398K 0.04% +218 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,070 $398K 0.19% +41 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,069 $398K 0.05% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 1,067 $397K 0.17% +52 13F-HR/A Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,066 $396K 0.19% -277 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,055 $394K 0.15% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,059 $394K 0.09% -2,221 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,056 $393K 0.11% +22 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,055 $393K 0.16% +15 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,054 $392K 0.07% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,052 $392K 0.24% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,048 $390K 0.04% +75 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,047 $390K 0.06% -8 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,045 $389K 0.05% +5 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,045 $389K 0.14% +18 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,042 $388K 0.29% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,041 $388K 0.1% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,039 $387K 0.23% -29 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,036 $387K 0.04% +233 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,031 $384K 0.06% -2 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,030 $383K 0.13% 0 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,030 $383K 0.09% -107 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,027 $382K 0.09% -53 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,022 $380K 0.02% -11,122 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,020 $380K 0.02% +3 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,014 $378K 0.24% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,014 $377K 0.14% +110 13F-HR Timeline Group