IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,016 $712K 0.14% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,015 $712K 0.03% -33 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,014 $712K 0.23% -412 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,002 $709K 0.19% -61 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,996 $708K 0.33% -4 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,992 $707K 0.19% -21 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,988 $706K 0.33% -29 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 2,985 $705K 0.94% -43,118 13F-HR Timeline Group Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 2,976 $703K 0.56% +57 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,973 $702K 0.79% +13 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,968 $701K 0.07% +98 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,969 $701K 0.05% -383 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 2,966 $701K 0.35% -124 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,963 $700K 0.27% +48 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,963 $700K 0.1% -27 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 2,960 $699K 0.81% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,957 $699K 0.05% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,954 $698K 0.06% +265 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,954 $698K 0.27% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,950 $697K 0.15% +100 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 2,949 $697K 0.39% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,945 $696K 0.51% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,939 $695K 0.17% +438 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,931 $692K 0.45% -5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,930 $692K 0.07% +251 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,927 $691K 0.01% -32 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 2,925 $691K 0.27% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,921 $690K 0.09% +338 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,919 $689K 0.07% +181 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,913 $688K 0.1% -107 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,910 $688K 0.38% -260 13F-HR Timeline City State Bank More: the full row for City State Bank 2,909 $687K 0.23% -14 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,904 $686K 0.54% +14 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,903 $686K 0.25% -163 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,883 $681K 0.16% +52 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,879 $680K 0.16% -318 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,876 $679K 0.63% -353 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,870 $678K 0.06% +69 13F-HR Timeline Westbourne Investment Advisors, Inc. 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More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,800 $661K 0.32% -28 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,799 $661K 0.08% +60 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,795 $660K 0.13% -250 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,791 $659K 0.01% -206 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 2,777 $656K 0.27% -24,940 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,777 $656K 0.07% +396 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,772 $655K 0.08% -45 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,745 $648K 0.2% +200 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,740 $647K 0.79% -100 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,730 $645K 0.01% -230 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,725 $644K 0.42% +2 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,714 $641K 0.05% -208 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 2,712 $641K 0.5% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,711 $640K 0.02% -266 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,705 $639K 0.22% -50 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,704 $639K 0.36% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,688 $635K 0.09% 0 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,686 $635K 0.09% +39 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,686 $634K 0.14% +14 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,683 $634K 0.2% -8 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,675 $632K 0.05% +461 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,821 $632K 0.16% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,671 $631K 0.05% 0 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 2,670 $631K 0.32% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,665 $630K 0.01% -1,829 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,663 $629K 0.03% -12 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,659 $628K 0.04% -221 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,650 $626K 0.66% +206 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 2,630 $621K 0.13% 0 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 2,670 $620K 0.31% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,618 $618K 0.15% 0 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 2,618 $618K 0.27% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,614 $618K 0.11% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,610 $617K 0.07% +304 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,695 $615K 0.32% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,601 $614K 0.07% +75 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,601 $614K 0.16% 0 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 2,597 $614K 0.33% -3,636 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,594 $613K 0.15% -163 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,585 $611K 0.05% -159 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,582 $610K 0.34% +15 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,578 $609K 0.36% +2 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 2,576 $609K 0.11% +40 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,576 $609K 0.1% 13F-HR Timeline Group WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,470 $607K 0.32% -56 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,561 $605K 0.46% +29 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,551 $603K 0.48% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,539 $600K 0.12% +195 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,538 $600K 0.11% +146 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,528 $597K 0.28% -899 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,525 $597K 0.69% -224 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,520 $595K 0.05% +309 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,515 $594K 0.21% -1,015 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,513 $594K 0.29% +1,520 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 2,500 $591K 0.21% -3,250 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 2,500 $591K 0.72% new 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 2,500 $591K 0.04% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,500 $591K 0.28% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,493 $589K 0.15% +136 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,485 $587K 0.33% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,473 $584K 0.49% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,469 $583K 0.06% -518 13F-HR Timeline Probity Advisors, Inc. 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More: the full row for Pinnacle Wealth Planning Services, Inc. 2,401 $567K 0.09% +295 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,400 $567K 0.83% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,397 $566K 0.06% -488 13F-HR/A Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,396 $566K 0.03% -228 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,395 $566K 0.2% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,393 $565K 0.02% -1,110 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,392 $565K 0.17% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,391 $565K 0.04% -332 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 2,389 $564K 0.46% +13 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,387 $564K 0.08% +749 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,385 $563K 0.56% -262 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,380 $562K 0.03% -600 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,371 $560K 0.18% +1 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,370 $560K 0.16% +127 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,369 $560K 0.21% -37 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,365 $559K 0.38% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,363 $558K 0.08% -27 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,359 $557K 0.15% +50 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,357 $557K 0.16% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,356 $557K 0.22% -31 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,353 $556K 0.34% +260 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,343 $553K 0.12% -290 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,342 $553K 0.18% -225 13F-HR Timeline Armbruster Capital Management, Inc. 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More: the full row for Heritage Investment Group, Inc. 2,320 $548K 0.1% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,318 $548K 0.14% -449 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,318 $548K 0.09% +183 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,312 $546K <0.01% +665 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,308 $545K 0.04% +21 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,307 $545K 0.06% -22 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,443 $545K 0.1% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,305 $545K 0.03% 0 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 2,300 $543K 0.49% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,294 $542K 0.04% -97 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 2,294 $542K 0.36% -145 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,294 $542K 0.43% -20 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,291 $541K 0.29% 0 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 2,287 $540K 0.11% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 2,282 $539K 0.47% +1 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,281 $539K 0.41% -225 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,276 $538K 0.02% +329 13F-HR/A Timeline Trust Co More: the full row for Trust Co 2,276 $538K 0.06% +200 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,275 $537K 0.32% -294 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,265 $535K 0.42% +86 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 2,250 $532K 0.06% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,252 $532K 0.65% -26 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 2,250 $532K 0.15% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,250 $532K 0.35% +400 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,249 $531K 0.05% 0 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for CarsonAllaria Wealth Management, Ltd. 2,212 $523K 0.3% 0 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 2,209 $522K 0.06% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,207 $521K 0.04% -603 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,206 $521K 0.11% +131 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,204 $521K 0.06% -782 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,201 $520K 0.45% -20 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,197 $519K 0.19% +211 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,477 $516K 0.24% -132 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,182 $515K 0.14% +88 13F-HR Timeline Evolution Advisers, Inc. 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