Ninepoint Partners LP More: the full row for Ninepoint Partners LP 7,389 $1.14M 0.13% +1,872 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,389 $1.14M 0.08% -572 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,383 $1.13M 0.28% +32 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,375 $1.13M 0.53% -205 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,370 $1.13M 0.04% +1,349 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,744 $1.12M 0.16% -1,158 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,283 $1.12M 0.21% -30 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,283 $1.12M 0.08% -482 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 7,278 $1.12M 0.01% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 7,186 $1.1M 0.18% +3,697 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,158 $1.1M 0.75% +1,306 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,143 $1.1M 0.21% +57 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,126 $1.09M 0.04% +437 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,124 $1.09M 0.04% +618 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 7,075 $1.09M 0.38% +1,038 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 7,068 $1.09M 0.01% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,046 $1.08M 0.07% +319 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 7,032 $1.08M 0.36% +269 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,027 $1.08M 0.39% -222 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 7,012 $1.08M 0.45% +34 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,000 $1.07M 0.31% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 6,995 $1.07M 0.39% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,994 $1.07M 0.05% -92 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 6,988 $1.07M 0.41% -100 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,975 $1.07M 0.11% -398 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 6,973 $1.07M 0.92% 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 6,943 $1.07M 0.75% +168 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,940 $1.07M 0.09% +735 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,914 $1.07M 0.11% -108 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 6,717 $1.06M 0.72% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 6,901 $1.06M 0.14% 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 6,885 $1.06M 0.32% -126 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,870 $1.06M 0.07% -617 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 6,851 $1.05M 0.52% -92 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,805 $1.05M 0.05% +2,989 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,775 $1.04M 0.1% +535 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,770 $1.04M 0.02% +53 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,764 $1.04M 0.2% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,521 $1.03M 0.13% +674 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,689 $1.03M 0.08% +5,032 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 6,662 $1.02M 0.09% +20 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,656 $1.02M 0.02% +1,606 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,655 $1.02M 0.22% 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 6,651 $1.02M 0.04% +608 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,641 $1.02M 0.16% +253 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,640 $1.02M 0.2% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 6,638 $1.02M 0.33% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,636 $1.02M 0.68% +2,587 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 6,605 $1.01M 0.57% +26 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,583 $1.01M 0.14% -397 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,566 $1.01M 0.81% +226 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,555 $1.01M 0.05% +246 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,553 $1.01M 0.04% -850 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 6,551 $1.01M 0.94% 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 6,528 $1M 0.98% 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,523 $1M 0.09% -1,914 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,519 $1M 0.21% +576 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,504 $999K 0.04% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,494 $998K 0.1% -61 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 6,493 $997K 0.16% +1,443 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 6,468 $994K 0.32% -26 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 6,464 $993K 0.89% 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 6,454 $991K 0.22% +296 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 6,319 $985K 0.27% -998 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,411 $985K 0.16% +184 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 6,394 $982K 0.04% +22 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,392 $982K 0.07% +520 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,389 $981K 0.02% -2,175 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,384 $981K 0.1% +36 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,363 $977K 0.11% -888 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,351 $976K 0.04% +1 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,308 $969K 0.36% -99 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6,305 $969K 0.24% +5,886 13F-HR/A Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,299 $968K 0.19% +67 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6,297 $967K 0.13% -119 13F-HR Timeline Confluence Wealth Services, Inc. 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More: the full row for West Family Investments, Inc. 6,177 $949K 0.22% -330 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,091 $946K 0.06% +648 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 6,139 $943K 0.28% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,135 $942K 0.02% -961 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,131 $942K 0.22% +3,645 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 6,128 $941K 1.07% +425 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 6,107 $938K 0.58% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,102 $937K 0.01% +441 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,099 $937K 0.07% -56 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,051 $929K 0.04% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 6,041 $928K 0.05% -139 13F-HR Timeline Group KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 6,035 $927K 0.53% -1 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,025 $926K 0.04% -1,613 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 6,024 $925K 0.09% -300 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 6,000 $922K 0.04% 0 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 5,975 $918K 0.22% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 5,955 $915K 0.27% -45 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 5,954 $915K 0.11% -40,910 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,934 $912K 0.5% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 5,903 $907K 0.56% +33 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,900 $906K 0.06% +1,342 13F-HR/A Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 5,900 $906K 0.01% new 13F-HR/A Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,881 $903K 0.13% 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,851 $899K 0.2% -9,070 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,847 $898K 0.04% +2,561 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,843 $898K 0.56% +1,572 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 5,827 $895K 0.31% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,822 $894K 0.05% new 13F-HR Timeline Beta Wealth Group, Inc. 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More: the full row for GWN SECURITIES INC. 5,774 $887K 0.18% +1,048 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,767 $886K 0.12% +362 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 5,767 $886K 0.61% -284 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,765 $886K 0.06% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,756 $884K 0.2% +1,522 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,741 $882K 0.14% +1,445 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,737 $881K 0.26% -1 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,716 $878K 0.12% -232 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,713 $878K 0.02% +1,500 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 5,707 $877K 0.82% 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,700 $876K 0.36% +8 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,689 $874K 0.19% 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 5,665 $870K 0.31% +155 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 5,635 $866K 0.1% -107 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,619 $863K 0.43% -29 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,610 $862K 0.07% +3,411 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,598 $860K 0.35% +175 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 5,595 $859K 0.12% +66 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,590 $859K 0.05% -168 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 5,590 $859K 0.67% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,580 $857K 0.11% +1,875 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 5,576 $857K 0.03% -200 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 5,573 $856K 0.43% 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 5,546 $852K 0.08% +105 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 5,545 $852K 0.46% -19 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 5,544 $852K 0.14% -78 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 5,534 $850K 0.57% 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 5,533 $850K 0.31% +40 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 5,525 $849K 0.16% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,519 $848K 0.06% +458 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,507 $846K 0.02% +89 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,476 $841K 0.07% +526 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,444 $836K <0.01% 0 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,438 $835K 0.13% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,412 $831K 0.1% +113 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,400 $830K 0.06% -118 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,390 $828K 0.01% new 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,385 $827K 0.24% +211 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,360 $823K 0.34% +3 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,347 $821K 0.26% -203 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,343 $821K 0.08% +318 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,330 $819K 0.23% +169 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,327 $818K 0.38% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,302 $814K 0.01% +1,141 13F-HR Timeline Group Janney Capital Management LLC More: the full row for Janney Capital Management LLC 5,298 $814K 0.05% -560 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 5,284 $812K 0.34% -25 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,244 $806K 0.03% +416 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,227 $803K 0.06% +66 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,200 $799K 0.12% -300 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,172 $794K 0.03% -22,075 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 5,290 $794K 0.54% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 5,151 $791K 0.05% +49 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,137 $789K 0.27% 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,130 $788K 0.18% +9 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 5,129 $788K 0.02% +841 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,123 $787K 0.25% +148 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,111 $785K 0.06% -32 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,104 $784K 0.05% +3,443 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 5,096 $783K 0.12% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,073 $779K 0.18% -308 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,073 $779K 0.06% +44 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,070 $779K 0.09% -159 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,064 $778K 0.27% +1 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,058 $777K 0.06% +435 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 5,045 $775K 0.07% -1,242 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 5,010 $770K 0.62% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,003 $768K 0.07% +2,747 13F-HR/A Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,000 $768K 0.04% -10,429 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,000 $768K 0.22% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $768K 0.15% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,973 $764K 0.02% +214 13F-HR/A Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,956 $761K 0.05% -672 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 4,935 $758K 0.44% -90 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,929 $757K 0.05% -455 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 4,920 $756K 0.4% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 4,915 $755K 0.15% -168 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,914 $755K 0.01% +1,424 13F-HR Timeline Group Bridgewater Advisors Inc. 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