Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 3,803 $986K 0.25% +286 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,803 $985K 0.23% +235 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,801 $985K 0.15% +1,380 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 3,800 $985K 0.15% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,791 $982K 0.13% +330 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,422 $981K 0.45% -814 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,782 $980K 0.12% +149 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,774 $978K 0.17% +306 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,771 $977K 0.18% 0 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,768 $977K 0.51% +259 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,762 $975K 0.21% -466 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,755 $973K 0.66% -367 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 3,750 $972K 0.61% +50 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 3,746 $971K 0.08% +338 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,738 $969K 0.47% -245 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,735 $968K 0.66% -82 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,732 $967K 0.23% +17 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,731 $967K 0.06% +31 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,729 $966K 0.41% -43 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 3,719 $964K 0.05% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,715 $963K 0.44% -162 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,709 $961K 0.14% +956 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,705 $960K 0.15% -339 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,704 $960K 0.33% -54,578 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 3,704 $960K 0.24% +132 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 3,699 $959K 0.47% +442 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,699 $959K 0.42% +632 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,693 $957K 0.56% +715 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,683 $954K 0.34% +75 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,679 $953K 0.38% +300 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,664 $950K 0.08% +1,010 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,663 $949K 0.07% +189 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,661 $949K 0.47% +2,500 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,652 $946K 0.19% -808 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 3,650 $946K 0.49% +100 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 3,647 $945K -1,806 Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 3,646 $945K 0.84% 0 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 3,632 $941K 0.33% +1,022 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,625 $939K 0.19% +1,225 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,623 $939K 0.4% new 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,447 $938K 0.41% +566 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,618 $938K 0.13% -702 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 3,616 $937K 0.3% +200 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 3,612 $936K 0.86% -306 13F-HR/A Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,602 $934K 0.21% +537 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,584 $929K 0.26% +982 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,578 $927K 0.35% -24 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,574 $926K 0.42% -1,463 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,303 $926K 0.02% -1,490 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,570 $925K 0.51% -4,744 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,570 $925K 0.36% -237 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,568 $925K 0.09% -3,937 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,564 $924K 0.89% +70 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 3,561 $923K 0.78% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,561 $923K 0.12% -5,048 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 3,553 $921K 0.01% -1,053 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 3,552 $921K 0.02% -887 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 3,536 $916K 0.79% +26 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,515 $911K 0.1% +62 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 3,510 $910K 0.26% -46 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 3,500 $907K 0.12% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,499 $907K 0.07% -1,350 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,495 $906K 0.2% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,495 $906K 0.21% +157 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,491 $905K 0.25% new 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,482 $902K 0.06% +1,903 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,474 $900K 0.2% +59 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,473 $900K 0.13% +63 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 3,462 $897K 0.88% -101 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 3,462 $897K 0.63% -256 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,455 $895K 0.12% +1,242 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,454 $895K 0.21% -257 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 3,453 $895K 0.26% -159 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 3,452 $895K 0.03% new 13F-HR/A 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 3,331 $894K 0.07% -479 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,446 $893K 0.28% +1,382 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 3,444 $893K 0.24% +1,071 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,441 $892K 0.12% +1,884 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,439 $891K 0.14% 0 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,439 $891K 1.02% +2,871 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,436 $890K 0.55% -87 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,433 $890K 0.46% +681 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,433 $890K 0.16% +303 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,422 $887K 0.06% +453 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,415 $885K 0.02% -1,248 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 3,414 $885K 0.25% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,414 $885K 0.25% +20 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,405 $882K 0.22% +536 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,402 $882K 0.03% +282 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 3,388 $878K 0.33% -118 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,386 $878K 0.44% +2,623 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,383 $877K 0.44% -436 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,383 $877K 0.11% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,381 $876K 0.43% -1,538 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 3,380 $876K 0.29% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,365 $872K 0.35% -16 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,354 $869K 0.35% -52 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,350 $868K 0.79% +1,123 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,350 $868K 0.11% -649 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,350 $868K 0.46% -131 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,348 $868K 0.56% +996 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,344 $867K 0.04% -17,320 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,343 $866K 0.01% -105 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,343 $866K 0.24% +132 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 3,341 $866K 0.28% -10,108 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,334 $864K 0.49% +864 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,331 $863K 0.3% +66 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,329 $863K 0.27% +20 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 3,327 $862K 0.36% -43 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,317 $860K 0.06% -415 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,313 $859K 0.45% +555 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,287 $858K 0.03% -5,330 13F-HR/A Timeline Group Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 3,307 $857K 0.09% +21 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 3,763 $856K 0.4% new 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 3,300 $855K 0.73% +35 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3,317 $855K 0.38% -2,873 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 3,298 $855K 0.48% -340 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,297 $855K 0.15% +790 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,285 $851K 0.32% -484 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,275 $849K 0.23% +418 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 3,275 $849K 0.05% -499 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,274 $848K 0.44% +957 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 3,268 $847K 0.45% +561 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,266 $846K 0.39% +188 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,248 $842K 0.35% +1,032 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,247 $842K 0.02% +469 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 3,247 $841K 0.58% new 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,245 $841K 0.42% +457 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,244 $841K 0.2% -197 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,234 $838K 0.27% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 3,234 $838K 0.15% +200 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,234 $838K 0.51% +359 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,225 $836K 0.07% -3,204 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 2,499 $835K 0.33% +1,475 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 3,208 $831K 0.11% +196 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 3,205 $831K 0.57% -1,600 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,203 $830K 0.8% -1,051 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,203 $830K 0.17% +1,984 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 3,088 $829K 0.28% +316 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 3,193 $829K 0.17% +446 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,935 $828K 0.72% -381 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,194 $828K 0.12% -767 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,193 $827K 0.01% +1,023 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 21,292 $826K 0.09% +6,784 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 3,189 $826K 0.14% -7,974 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 3,183 $825K 0.45% 0 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 3,178 $824K 0.08% +1,177 13F-HR/A Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 3,175 $823K 0.02% +100 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,172 $822K 0.73% +362 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 3,085 $821K 0.44% -29 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,115 $821K 0.04% +715 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 3,165 $820K 0.11% +542 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 3,165 $820K 0.39% +1,073 13F-HR/A Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,164 $820K 0.11% -30 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 3,162 $819K 0.32% -325 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,163 $819K 0.13% +240 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,159 $819K 0.85% -569 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,158 $818K 0.23% -9,788 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 3,154 $817K 0.4% +2,129 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,154 $817K 1% -950 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farnam Financial LLC More: the full row for Farnam Financial LLC 3,151 $817K 0.83% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,148 $816K 0.41% -145 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,148 $816K 0.14% -728 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,140 $814K 0.26% +1,350 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 3,139 $814K 0.53% +436 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 2,555 $813K 0.55% +333 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,133 $812K 0.02% -474 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,133 $812K 0.11% +174 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 3,130 $811K 0.43% +2 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,129 $811K 0.19% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,127 $810K 0.64% -147 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,124 $810K 0.23% +1,579 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,124 $810K 0.09% -275 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,120 $809K 0.42% +272 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 3,116 $808K 0.1% -2,702 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,115 $807K 0.06% +496 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 3,110 $806K 0.23% -713 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,107 $805K 0.04% +300 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,104 $804K 0.14% -2,546 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,100 $803K 0.34% +2,000 13F-HR/A Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,089 $801K 0.72% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,088 $800K 0.49% -543 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 3,088 $800K 0.21% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,080 $798K 0.36% -369 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,079 $798K 0.3% +2,575 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,076 $797K 0.06% -124 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,074 $797K 0.1% +46 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,072 $796K 0.03% -17,310 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,065 $794K 0.26% +141 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,053 $794K 0.17% +501 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,061 $793K 0.52% -539 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,055 $792K 0.22% +35 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,050 $790K 0.27% -5,395 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,050 $790K 0.05% +263 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,048 $790K 0.02% -449 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,041 $788K 0.04% +1,976 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,036 $787K 0.65% -15 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,684 $786K 0.51% +484 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,032 $786K 0.08% -800 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,026 $784K 0.27% +872 13F-HR Timeline