Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 3,018 $782K 0.09% +1,351 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,018 $782K 0.28% -45 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 3,015 $781K 0.24% +190 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,014 $781K 0.44% +630 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,008 $780K 0.17% +762 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 3,003 $778K 0.28% +16 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,002 $778K 0.08% +1,332 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 3,000 $777K 0.62% 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 3,000 $777K 1.84% new 13F-HR Timeline Empirical Capital Management, LLC More: the full row for Empirical Capital Management, LLC 3,000 $777K 0.55% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,000 $777K 0.3% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,995 $776K 0.17% +36 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,995 $776K 0.1% -1,383 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,993 $776K 0.86% +143 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 2,986 $774K 0.33% +500 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,986 $774K 0.11% -671 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,984 $773K 0.21% +255 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,984 $773K 0.3% +614 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,979 $772K 0.26% +237 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,978 $772K 0.2% +2,388 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,978 $772K 0.43% -106 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,752 $771K 0.09% new 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,973 $770K 0.06% -60 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,965 $768K 0.03% -45 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Weaver Consulting Group More: the full row for Weaver Consulting Group 2,965 $768K 0.23% +389 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,960 $767K 0.2% -626 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,960 $767K 0.34% new 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 2,958 $767K 0.08% 0 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,957 $766K 0.17% -1,594 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,955 $766K 0.85% -469 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,948 $764K 0.21% +86 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,947 $764K 0.58% +316 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,942 $762K 0.38% -416 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,935 $761K 0.54% +8 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 2,935 $761K 0.17% +3 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,932 $760K 0.33% -197 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,930 $759K 0.34% +332 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,930 $759K 0.26% +646 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,929 $759K 0.07% -1,010 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 2,925 $758K 0.97% +2,091 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,920 $757K 0.07% -137 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 2,916 $756K 1.09% -7 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,915 $755K 0.04% +101 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,910 $754K 0.59% +597 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,910 $754K 0.12% 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,906 $753K 0.43% -281 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,984 $753K 0.17% -546 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,863 $752K 0.14% -36 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,903 $752K 0.1% -160 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,902 $752K 0.11% -757 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,862 $752K 0.25% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 2,892 $749K 0.62% -2,973 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,891 $749K 0.29% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 2,891 $749K 0.75% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,891 $749K 0.09% -161 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 2,890 $749K 0.25% +103 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,886 $748K 0.14% -518 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,883 $747K 1.07% -39 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 2,882 $747K 0.26% +280 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,880 $746K 0.12% -73 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,879 $746K 0.21% -89 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,877 $746K 0.05% -190 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,877 $745K 0.59% +143 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,876 $745K 0.36% -112 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,867 $743K 0.07% +2 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,867 $743K 0.5% +519 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,863 $742K 0.1% +143 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,863 $742K 0.05% -373 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 2,861 $741K 0.64% -3,348 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,856 $740K 0.04% +301 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 2,854 $740K 0.04% +765 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,853 $739K 0.18% +1,061 13F-HR Timeline Corvex Management LP More: the full row for Corvex Management LP 2,850 $739K 0.03% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,848 $738K 0.69% +50 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,847 $738K 0.23% +937 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,844 $737K 0.1% +39 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,844 $737K 0.29% -227 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,843 $737K 0.2% +195 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,823 $736K 0.54% -167 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,833 $734K 0.15% -191 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,833 $734K 0.07% -670 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 2,832 $734K 0.42% -249 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,831 $734K 0.12% -140 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,828 $733K 0.11% +1,201 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 2,819 $731K 0.11% -308 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,819 $731K 0.41% -1,671 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 2,817 $730K 0.41% 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,816 $730K 0.26% -50 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,869 $729K 0.28% +1,485 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,260 $728K 0.38% -457 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,803 $726K 0.74% +89 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 2,802 $726K 0.53% +757 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,800 $726K 0.03% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,790 $723K 0.48% +22 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 2,782 $721K 0.26% +88 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,776 $720K 0.04% -44 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,772 $718K 0.14% +550 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,772 $718K 0.23% -4,187 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,745 $718K 0.2% +875 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,767 $717K 0.65% +872 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 2,763 $716K 0.52% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,763 $716K 0.22% +711 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,753 $713K 0.69% -617 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,749 $712K 0.12% -656 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,745 $711K 0.6% +19 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,742 $711K 0.52% +225 13F-HR/A Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,739 $710K 0.2% -30 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,739 $710K 0.17% +91 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 2,736 $709K 0.12% -7,222 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,734 $708K 0.27% -271 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 2,619 $708K 0.76% +701 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,730 $708K 0.64% -206 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,730 $708K 0.49% -67 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,729 $707K 0.22% +101 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,725 $706K 0.59% +602 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,725 $706K 0.22% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,725 $706K 0.33% +87 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 2,720 $705K 0.23% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,718 $704K 0.47% -4,727 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,806 $704K 0.17% +573 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,714 $703K 0.25% +12 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,711 $702K 0.2% -1,818 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 2,577 $701K 0.23% +721 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 2,704 $701K 0.6% +32 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,701 $700K 0.48% +1,107 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,699 $700K 0.17% -470 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,692 $698K 0.37% +286 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,686 $696K 0.46% +145 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,683 $695K 0.35% +43 13F-HR Timeline Group FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,680 $695K 0.18% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,668 $691K 0.54% +402 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 2,659 $689K 0.51% -24 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,658 $689K 0.35% +407 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,651 $687K 0.49% +1,380 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,651 $687K 0.11% +345 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,646 $686K 0.01% -489 13F-HR/A Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,645 $685K 0.15% +20 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 2,645 $685K 0.09% +648 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,639 $684K 0.12% +182 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,635 $683K 0.15% -33 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,633 $682K 0.19% -153 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,633 $682K 0.04% -244 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,631 $682K 0.1% +1,015 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,623 $680K 0.5% +38 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,615 $678K 0.36% +289 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,612 $677K 0.38% -491 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,608 $676K 0.11% -702 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,606 $675K 0.28% -754 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,602 $674K 0.22% -245 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 2,600 $674K 2.44% new 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 2,594 $672K 0.21% -937 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 2,590 $671K 0.34% +568 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,595 $671K 0.4% +1,513 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 2,583 $669K 0.38% -33 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,579 $668K 0.06% +67 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,579 $668K 0.26% -692 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,574 $667K 0.13% -25 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,573 $667K 0.25% +518 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,572 $667K 0.01% +5 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,570 $666K 0.08% +134 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,563 $664K 0.3% -2,472 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,560 $663K 0.05% +238 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,559 $663K 0.29% -521 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,558 $663K 0.27% +446 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,552 $661K 0.12% +85 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,548 $660K 0.08% +84 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,545 $660K 0.12% -81 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,532 $656K 0.04% -863 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,617 $656K 0.22% +762 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,530 $656K 0.11% +1,081 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 2,528 $655K 0.04% +50 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,189 $653K 0.34% +10 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,519 $653K 0.05% -2,012 13F-HR Timeline Group J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,519 $653K 0.07% +340 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 2,516 $652K 0.25% -1,153 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 2,927 $649K 0.28% 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 2,502 $648K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 2,500 $648K 0.02% +2,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 2,500 $648K 0.22% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,499 $648K 0.08% -11 13F-HR Timeline Group POTENTIA WEALTH More: the full row for POTENTIA WEALTH 2,495 $647K 0.3% -7,858 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,492 $646K 0.23% -250 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,490 $645K 0.49% -77 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,489 $645K 0.09% -2,290 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,485 $644K 0.49% -26 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,481 $643K 0.58% +172 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,479 $642K 0.01% -685 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,479 $642K 0.54% -150 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 2,475 $642K 0.24% +1,892 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,475 $641K 0.21% -115 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,465 $639K 0.12% -200 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,666 $638K 0.28% +183 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,457 $637K 0.51% +443 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,453 $636K 0.25% +12 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,449 $635K 0.08% +391 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,450 $635K 0.12% -605 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,449 $635K 0.22% +1,703 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 2,445 $634K 0.04% +130 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,445 $634K 0.12% -1,711 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,435 $631K 0.4% -100 13F-HR Timeline