Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 9,842 $976K 0.08% +1,296 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 9,841 $976K 0.13% +784 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 9,819 $974K 0.11% +486 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,819 $974K 0.05% +3,204 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,799 $972K 0.03% -61,858 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 9,716 $964K 0.11% -5,353 13F-HR/A Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 9,710 $963K 0.01% -27,510 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,694 $962K 0.03% -471 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,647 $957K 0.01% -522 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 9,600 $952K 0.51% -34 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,532 $945K 0.07% +942 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,489 $941K 0.05% +3,010 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 9,442 $937K 0.27% -5 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 9,416 $934K 0.29% 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,415 $933K 0.2% -320 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 9,400 $932K 0.09% +3,000 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,332 $926K 0.18% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 9,324 $925K 0.21% -1,181 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,257 $918K 0.02% +660 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,243 $917K 0.05% +5,196 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 9,234 $916K 0.01% -4,320 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 9,208 $913K 0.54% -875 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,203 $913K 0.04% -26,929 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,200 $913K 0.1% +1,532 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 9,119 $905K 0.1% -17,790 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 9,100 $903K 0.27% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,083 $901K 0.04% -80,383 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 9,076 $900K 0.09% new 13F-HR/A Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 8,893 $882K 0.16% +1,150 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 8,882 $881K 0.66% 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 8,864 $879K 0.83% 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 8,853 $878K 0.45% -654 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 8,895 $874K 0.81% 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 8,759 $869K 0.16% -83 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,733 $866K 0.07% -1,667 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,730 $866K 0.02% -59 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,723 $865K 0.01% new 13F-HR Timeline Group Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 8,700 $863K 0.03% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,667 $860K 0.18% +2,842 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,615 $855K 0.02% +133 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 8,614 $854K 0.05% -687 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 8,610 $854K 0.55% -50 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,603 $853K 0.02% -1,954 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 8,598 $853K 0.05% -1,646 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 8,585 $852K 0.15% -2,591 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,557 $849K 0.01% -3,380 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,553 $848K 0.58% +1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,490 $842K 0.21% +357 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 8,479 $841K 0.32% +56 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 8,467 $840K 0.19% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,466 $840K 0.09% -2,384 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 8,459 $839K 0.32% -2,768 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 8,383 $832K 0.03% -188 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8,344 $828K 0.17% -3,112 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 8,290 $822K 0.58% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 8,198 $813K 0.14% -1,690 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 8,192 $813K <0.01% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,191 $812K 0.03% +2,944 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 8,169 $810K 0.02% 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 24,701 $809K 0.4% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,128 $806K 0.04% -2,932 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,075 $801K -2,387 Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 8,073 $801K 0.11% +1,229 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,073 $801K 0.16% +3,583 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 8,063 $800K 0.1% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,000 $794K 0.21% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 8,000 $794K 0.18% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 7,992 $793K 0.57% +2,142 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,985 $792K 0.08% +76 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,978 $791K 0.19% +101 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,961 $790K 0.37% -430 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,934 $787K 0.12% +4,864 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,460 $784K 0.21% +2,769 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 7,902 $784K 0.06% +51 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,902 $784K 0.44% +415 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,885 $782K 0.02% -4,621 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,876 $781K 0.36% +91 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 7,858 $779K 0.37% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 7,786 $772K 0.6% 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,735 $767K 0.31% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 7,733 $767K 0.26% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 7,729 $767K 0.24% 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 7,728 $767K 0.04% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 7,690 $763K 0.09% +8 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 7,688 $763K 0.29% -3,529 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,678 $762K 0.05% +549 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,675 $761K <0.01% +141 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 7,649 $759K 0.14% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,646 $758K 0.03% -832 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,598 $757K 0.03% +1,823 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 7,632 $757K 0.09% 0 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 7,629 $757K 0.38% +461 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,565 $750K 0.39% -2,671 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 7,564 $750K 0.17% +8 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 7,564 $750K 0.17% +8 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,552 $749K 0.17% +1,293 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,544 $748K 0.01% +4,191 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,515 $745K 0.01% -19,059 13F-HR Timeline SOUTHPORT MANAGEMENT, L.L.C. in group SOUTHPORT MANAGEMENT, L.L.C. More: the full row for SOUTHPORT MANAGEMENT, L.L.C. 7,500 $744K 2.6% new 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,443 $738K 0.03% -3,981 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,441 $738K 0.05% +2,293 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 7,252 $733K 0.26% +2,586 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 7,360 $730K 0.15% -30 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 7,328 $727K 0.22% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,325 $727K 0.05% -245 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 7,264 $721K 0.19% +12 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 7,262 $720K 0.64% 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,252 $719K 0.06% -9,577 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 7,220 $716K 0.08% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,214 $716K 0.01% +3,283 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,190 $713K 0.25% +1,850 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,159 $710K 0.01% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 8,500 $710K 0.19% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 7,145 $709K 0.19% +73 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,134 $708K 0.21% -175 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 7,098 $704K 0.08% -1,685 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,077 $702K 0.1% -68 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,061 $700K 0.02% +700 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,060 $700K 0.06% 0 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 7,038 $698K 0.3% +1,638 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 7,035 $698K 0.47% -3,050 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 7,027 $697K 0.16% -4,173 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,025 $697K 0.07% -93 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,004 $695K 0.03% -35 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 7,000 $694K 0.08% +900 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,998 $694K 0.03% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,998 $694K 0.31% -1,206 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 7,000 $694K <0.01% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,970 $691K 0.03% -1,318 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 6,953 $690K 0.29% +484 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 6,950 $689K 0.21% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 6,909 $689K 0.01% +1,872 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 6,941 $688K 0.38% +1,516 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,934 $688K 0.17% -33 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,918 $686K 0.22% -586 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 6,912 $686K 0.18% +736 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,900 $684K 0.02% -8,626 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 6,874 $682K 0.27% -3,122 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,870 $681K 0.11% +53 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,865 $681K 0.02% -2,486 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,861 $681K 0.04% -681 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 6,825 $677K 0.03% -10,515 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,820 $676K 0.01% +1,634 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,789 $673K 0.03% -725 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 6,787 $673K <0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,786 $673K 0.03% +266 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,780 $673K 0.29% +545 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,770 $672K 0.06% -72 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 6,765 $671K 0.63% -50 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 6,750 $670K 0.01% -35,255 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,739 $668K 0.05% +9 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6,736 $668K 0.21% +5,519 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,700 $665K 0.06% -218 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 6,696 $664K 0.76% 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,671 $662K 0.02% -1,053 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 6,650 $660K 0.19% -100 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 6,642 $659K 0.19% -1,467 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 6,640 $659K 0.02% -1,770 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,636 $658K 0.02% new 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 5,607 $658K 0.47% -51 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 6,625 $657K 0.28% -1,400 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,623 $657K 0.13% -71 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 6,619 $657K 0.02% 0 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 6,600 $655K 0.18% 0 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,985 $654K 0.16% +149 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,586 $653K 0.04% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 6,572 $652K 0.24% +486 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,029 $652K 0.08% -366 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,561 $651K 0.08% -1,128 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 6,512 $646K 0.12% -3,632 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,504 $645K 0.04% -2,721 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,486 $643K 0.01% -338 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 6,482 $643K 0.11% +4,078 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,477 $642K <0.01% +103 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,460 $641K 0.14% +3,846 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,454 $640K 0.03% -544 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,448 $640K 0.23% -1,864 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,442 $639K 0.03% +1,603 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,424 $637K 0.05% new 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 6,411 $635K 0.26% -1,256 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 6,400 $635K 0.08% -12,000 13F-HR Timeline Group Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 6,387 $634K 0.5% 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 6,370 $632K 0.56% 0 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 6,324 $627K 0.25% -1,131 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,323 $627K 0.11% -289 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,273 $622K 0.05% -5,495 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 6,268 $622K 0.04% +2,034 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,254 $620K 0.03% +721 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 6,247 $620K 0.15% -7,445 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,240 $619K <0.01% +753 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 6,237 $619K 0.05% +1,376 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,195 $615K 0.05% +437 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 6,132 $608K 0.07% -1,719 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 6,113 $606K 0.13% +355 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 6,000 $595K 0.11% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 6,000 $595K 0.13% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,999 $595K 0.22% -920 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 5,440 $595K 0.16% +849 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,994 $595K 0.04% new 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 5,971 $592K <0.01% new 13F-HR Timeline Group