Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,413 $674K 0.08% +13 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. 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More: the full row for Nadler Financial Group, Inc. 2,006 $560K 0.05% +288 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,005 $560K 0.03% +45 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 2,001 $559K 0.05% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 2,000 $559K 0.16% 0 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 2,000 $559K 0.1% new 13F-HR/A Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 2,000 $559K 0.29% -700 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,999 $558K 0.08% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,019 $558K 0.07% +129 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,892 $556K 0.04% +5 13F-HR Timeline Group Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 1,983 $554K 0.31% +3 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,982 $554K 0.03% -102 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,976 $554K 0.14% -5 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 1,977 $552K 0.12% +575 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,977 $552K 0.08% +55 13F-HR Timeline Ameliora Wealth Management Ltd. 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More: the full row for AXA S.A. 1,956 $546K 0.27% -947,245 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,956 $546K 0.1% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,956 $546K 0.06% +49 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,955 $546K 0.16% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 1,953 $545K 0.18% +16 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,951 $545K 0.11% -65 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,948 $544K 0.25% +259 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,922 $538K 0.01% -89 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,918 $536K 0.01% -443 13F-HR Timeline Group ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,910 $533K 0.15% +309 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,851 $533K 0.01% +741 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,905 $532K 0.01% +19 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,905 $532K 0.02% -160 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,905 $532K 0.08% 0 13F-HR Timeline Tower Wealth Partners, Inc. 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More: the full row for Claro Advisors Inc. 1,847 $516K 0.08% -87 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,845 $515K 0.07% +60 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 1,841 $514K 0.03% -217 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 1,839 $514K 0.16% +91 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,831 $511K 0.08% +591 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. 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