JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 6,543 $592K 0.46% +521 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 6,471 $586K 0.02% -1,435 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 6,463 $585K 0.21% +112 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,381 $578K 0.07% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,358 $576K 0.09% new 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 6,354 $575K 0.42% -24 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,326 $573K 0.1% 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,314 $572K 0.16% -327 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,300 $570K 0.26% +7 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 6,285 $569K 0.19% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 6,545 $568K 0.35% +2,018 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6,275 $568K 0.11% -872 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,271 $568K 0.04% +424 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 6,228 $564K 0.1% +263 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,228 $564K 1.44% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 6,226 $564K 0.66% -2,699 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,185 $560K 0.09% -623 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 6,180 $560K 0.28% -452 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,167 $558K 0.02% +541 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 6,166 $558K 0.23% -794 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 6,165 $558K 0.21% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 6,158 $558K 0.37% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 6,143 $556K 0.17% -2,414 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,133 $555K 0.04% -1 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,098 $552K 0.13% -399 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,086 $551K 0.01% -44 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,079 $550K 0.13% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,044 $547K 0.12% -1,632 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,012 $544K 0.06% -738 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 6,008 $544K 0.19% -30 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 6,000 $543K 0.48% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,991 $542K 0.18% new 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 5,967 $540K 0.41% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,930 $537K 0.04% +1,398 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 5,886 $533K 0.07% -227 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,833 $528K 0.05% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 5,823 $527K 0.08% -585 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 5,791 $524K 0.01% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,786 $524K <0.01% +2,794 13F-HR Timeline Group Financial Life Planners More: the full row for Financial Life Planners 5,771 $523K 0.51% -602 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,758 $521K 0.15% -50 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,709 $517K 0.03% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 5,708 $517K 0.11% -100 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,691 $515K 0.03% -240 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 5,691 $515K 0.22% +10 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 5,687 $515K 0.54% -582 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,670 $513K 0.06% -861 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,667 $513K 0.27% -100 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,664 $513K 0.03% +801 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 5,656 $512K 0.16% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5,650 $511K 0.22% +91 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,613 $508K 0.45% -824 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 5,612 $508K 0.03% -85 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,604 $507K <0.01% -1,217 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 5,585 $506K 0.03% -1,725 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,527 $500K 0.06% +1,318 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,524 $500K 0.09% +280 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 5,517 $500K 0.47% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,511 $499K 0.36% +2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,467 $495K 0.2% +3,576 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 5,439 $492K 0.09% -1,829 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,430 $492K 0.08% +1,049 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,426 $491K 0.19% -1,989 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,408 $490K 0.05% -170 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 5,396 $489K 0.29% new 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,390 $488K 0.24% -1,905 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 5,376 $487K 0.47% -100 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 5,368 $486K 0.39% +101 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 5,354 $485K 0.23% -358 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,329 $482K +342 Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 5,328 $482K 0.06% +8 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5,242 $475K 0.63% -111 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,219 $473K 0.05% +916 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 5,183 $469K 0.08% -249 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 5,179 $469K 0.04% -3,021 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 5,178 $469K 0.3% -110 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,174 $468K 0.43% +58 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,174 $468K 0.08% +72 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 5,154 $467K 0.25% +47 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,147 $466K 0.1% +133 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,143 $466K 0.33% +635 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,141 $465K 0.01% 0 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 5,138 $465K 0.34% -102 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,130 $464K 0.13% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 5,077 $460K 0.3% +8 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,074 $459K 0.17% -44 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,060 $458K 0.18% +598 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 5,060 $458K 0.09% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,057 $458K 0.03% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,027 $455K 0.01% -10,804 13F-HR Timeline Group PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 5,019 $454K 0.52% +217 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 5,003 $453K 0.18% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 5,003 $453K 0.36% -66 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,000 $453K 0.09% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 4,996 $452K 0.2% -40 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,992 $452K 0.13% +125 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,978 $451K 0.26% +6 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,979 $450K 0.02% -836 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 4,975 $450K 0.04% -194 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,971 $450K 0.08% -146 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,962 $449K 0.02% +173 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,172 $449K 0.03% -1,360 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,942 $447K 0.13% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 4,940 $447K 0.17% +1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,907 $444K 0.04% +4,901 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,897 $443K 0.02% +433 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 4,887 $442K 0.36% -317 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,883 $442K 0.08% +5 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 4,878 $442K 0.13% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,866 $441K 0.18% +154 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,862 $440K 0.02% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,861 $440K 0.05% -233 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,857 $440K 0.25% +607 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,828 $437K 0.36% +4 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,817 $436K 0.53% +9 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,798 $434K 0.02% -132 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,788 $434K 0.28% +165 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,785 $433K 0.06% -829 13F-HR/A Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 4,782 $433K 0.21% +131 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,766 $432K 0.16% +104 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,743 $429K 0.19% -1,981 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,734 $429K 0.06% -433 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,721 $427K 0.11% +166 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 4,715 $427K 0.03% +56 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 4,711 $427K 0.32% -83 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 4,710 $426K 0.26% 0 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 4,708 $426K 0.23% -847 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,702 $426K 0.02% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,702 $426K 0.23% +1,322 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,696 $425K 0.23% +1,191 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,656 $422K 0.01% -1,203 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,641 $420K 0.1% +2 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,640 $420K 0.02% -32 13F-HR/A Timeline Mendel Money Management More: the full row for Mendel Money Management 4,623 $419K 0.2% -141 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,606 $417K 0.2% +350 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,552 $412K 0.06% +46 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 4,526 $410K 0.03% -759 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,522 $409K <0.01% 0 13F-HR Timeline Group Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,512 $409K 0.07% +1,281 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,511 $408K 0.08% +163 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,501 $408K 0.04% -433 13F-HR Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,490 $407K 0.07% -153 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,486 $406K 0.03% -133 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,851 $406K 0.08% -692 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,475 $405K 0.47% +9 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,469 $405K 0.06% +16 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,467 $404K 0.33% -82 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 4,452 $403K 0.06% -2,336 13F-HR/A Timeline Group PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,416 $400K 0.2% +162 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,411 $399K 0.06% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,403 $399K 0.12% +250 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,384 $397K 0.12% -124 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 4,351 $394K 0.27% +1 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,336 $393K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 4,335 $392K 0.19% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,312 $390K 0.01% -1,767 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 4,300 $389K 0.29% -400 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 4,300 $389K 0.29% -1,730 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,290 $388K 0.11% +169 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,289 $388K 0.01% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 4,270 $387K 0.25% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,257 $385K 0.07% +551 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,247 $385K 0.01% -132 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 4,243 $384K 0.04% -199 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,242 $384K 0.2% +286 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,231 $383K 0.09% -1,690 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,220 $382K 0.02% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,206 $381K 0.01% -24,279 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,189 $379K 0.03% -218 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,189 $379K 0.01% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,185 $379K 0.11% +535 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 4,178 $378K 0.01% +56 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,168 $377K 0.02% -602 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 4,146 $375K 0.18% -1,480 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,137 $375K 0.19% -84 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,125 $373K 0.06% -120 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 4,114 $372K 0.22% +42 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 4,112 $372K 0.03% +423 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,101 $371K 0.31% -941 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,097 $371K 0.06% +40 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 4,096 $371K 0.11% -510 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,077 $369K 0.27% +50 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,029 $365K 0.06% -277 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,024 $364K 0.08% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,019 $364K 0.05% -2,145 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,017 $364K 0.15% -3,911 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,014 $363K 0.01% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,009 $363K 0.08% -82 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,000 $362K 0.26% +182 13F-HR Timeline Essex LLC More: the full row for Essex LLC 3,977 $360K 0.08% +38 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 3,949 $358K 0.1% +500 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,943 $357K 0.1% -302 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,938 $357K 0.01% +848 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,931 $356K 0.14% +342 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,922 $355K 0.16% -3,665 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,904 $353K 0.25% +48 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,892 $352K 0.04% -4 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,891 $352K 0.11% -95 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,923 $352K 0.03% -5,445 13F-HR/A Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 3,885 $352K 0.24% new 13F-HR Timeline