Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 8,940 $379K 0.19% +1,552 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 8,062 $377K 0.05% +89 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 8,895 $377K 0.01% -1,005 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 8,889 $376K 0.01% -3,039 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 8,904 $376K 0.05% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 8,867 $375K 0.04% -1,107 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 8,855 $375K 0.02% -5,410 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 8,850 $375K 0.34% +3,013 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 8,840 $374K 0.06% +2,803 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,841 $374K 0.14% -693 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 8,828 $374K 0.18% +385 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 8,826 $374K 0.03% +104 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,755 $373K 0.02% +713 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 8,796 $372K 0.04% +126 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 8,777 $372K 0.15% +483 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 8,773 $371K 0.07% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 8,772 $371K 0.27% +200 13F-HR Timeline Group Blue Capital, Inc. More: the full row for Blue Capital, Inc. 8,750 $370K 0.24% +631 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 8,722 $369K 0.21% +210 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,710 $369K 0.04% +111 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 8,677 $367K 0.04% +746 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 8,665 $367K 0.07% +778 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 8,673 $365K 0.22% +645 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 8,623 $365K 0.09% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 8,617 $365K 0.07% -1,062 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8,598 $364K 0.05% -283 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 8,573 $363K 0.09% new 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 8,571 $363K 0.04% +67 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 8,567 $363K 0.25% -3,448 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 8,561 $362K 0.15% -500 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 8,559 $362K 0.19% -230 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 8,557 $362K 0.04% +103 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 8,551 $362K 0.07% -287 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,538 $361K 0.1% -1,996 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,462 $358K 0.06% -1,264 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 8,458 $358K 0.13% +128 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 8,445 $358K 0.22% -116 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 8,438 $357K 0.25% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 8,438 $357K 0.07% -208 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 8,431 $357K 0.05% -65 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 8,429 $357K 0.13% +60 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 8,427 $357K 0.06% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 8,426 $357K 0.03% +432 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 8,419 $356K 0.02% +1,188 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 8,419 $356K 0.03% +98 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 8,393 $355K 0.07% +265 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 8,371 $354K 0.07% -945 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 8,369 $354K 0.07% -17,239 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 8,369 $354K 0.07% 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 8,367 $354K 0.07% -314 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 8,361 $354K 0.15% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 8,310 $354K 0.11% -1,465 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 8,353 $354K 0.04% -598 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,314 $352K 0.04% +2,534 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 8,300 $351K 0.23% +34 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 8,300 $351K 0.26% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 8,289 $351K 0.02% +487 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 8,270 $350K 0.07% -382 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 8,265 $350K 0.25% +33 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 8,264 $350K 0.56% -629 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 8,257 $350K 0.18% -93 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 8,240 $349K 0.03% -1,011 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 8,216 $348K 0.07% +54 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 8,210 $348K 0.38% +67 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,210 $348K 0.02% +1,342 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 8,201 $347K 0.13% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8,190 $347K 0.04% -2,705 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 8,171 $346K 0.07% -825 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,169 $346K 0.03% -1,086 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 8,157 $345K 0.1% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 8,154 $345K 0.21% -24 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 8,150 $345K 0.17% 0 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 8,145 $345K 0.15% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,132 $344K 0.04% -128 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 8,125 $344K 0.35% +108 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 8,120 $344K 0.16% +83 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 8,119 $344K 0.08% -616 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 8,118 $344K 0.04% -1,614 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 8,094 $343K 0.12% -73 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,087 $342K 0.04% -385 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 8,075 $342K 0.2% -12,195 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 8,067 $342K 0.08% -911 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 8,066 $342K <0.01% +555 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 8,052 $341K 0.26% +16 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 8,051 $341K 0.04% -448 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 8,023 $340K 0.14% +30 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,018 $339K 0.02% +1,139 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 8,016 $339K 0.3% -135 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 7,996 $339K 0.1% -7 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 7,992 $338K 0.04% +470 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 7,987 $338K 0.02% -4,485 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 7,984 $338K 0.02% -372 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 7,948 $337K 0.01% +1,442 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 7,959 $337K 0.04% -969 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 7,951 $337K 0.17% +28 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 7,922 $335K 0.08% +212 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 7,914 $335K 0.07% +1,305 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 7,917 $335K 0.02% -200 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 7,912 $335K 0.09% +96 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 7,903 $335K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,894 $334K 0.03% +5,320 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 7,887 $334K 0.02% +2,130 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 7,881 $334K 0.13% +317 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 7,821 $331K 0.14% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 7,811 $331K 0.25% -37 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 7,805 $330K 0.08% -2,500 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 7,795 $330K 0.04% 0 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 7,794 $330K 0.13% 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,794 $330K 0.02% -306 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 7,787 $330K 0.19% -932 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 7,757 $328K 0.03% +8 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,730 $327K 0.02% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 7,726 $327K 0.01% -3,114 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 7,708 $326K 0.04% +128 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 7,700 $326K 0.08% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,692 $326K 0.02% +519 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 7,688 $326K 0.05% -192 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,749 $325K 0.06% -1,012 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 7,684 $325K 0.09% +1,787 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 7,683 $325K 0.05% +403 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 7,678 $325K 0.28% +1,155 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 7,673 $325K 0.12% -344 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 7,664 $324K 0.2% +110 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 7,645 $324K 0.09% +2,831 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 7,644 $324K 0.12% +703 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 7,616 $322K 0.01% +1,435 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 7,604 $322K 0.25% +2,951 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 7,593 $321K 0.13% +741 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 7,592 $321K 0.01% +1,263 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 7,555 $320K 0.03% -1,206 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 7,554 $320K 0.12% -400 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 7,544 $319K 0.19% -1,429 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 7,528 $319K 0.12% 0 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,526 $319K 0.01% -2,225 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,870 $319K 0.1% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,524 $319K 0.05% -452 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 7,523 $319K 0.16% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,521 $318K 0.02% -292 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,520 $318K 0.02% -11 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 7,511 $318K 0.09% +653 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 7,505 $318K 0.06% -295 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 7,490 $317K 0.07% +58 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7,484 $317K 0.15% +178 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 7,474 $316K 0.08% +544 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 7,473 $316K 0.19% -105 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,468 $316K 0.03% +31 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 7,445 $315K 0.06% +32 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 7,442 $315K 0.21% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 7,428 $314K 0.04% +109 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 7,411 $314K 0.2% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 7,405 $314K 0.09% +974 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 5,500 $313K 0.17% -180 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,380 $312K 0.14% -97 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 7,369 $312K 0.12% +6,767 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,631 $312K 0.13% +693 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 7,364 $312K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 7,358 $312K 0.08% -308 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 7,349 $311K 0.17% -360 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 7,091 $311K 0.12% new 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 7,347 $311K 0.06% +335 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 7,346 $311K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7,341 $311K 0.05% +100 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7,340 $311K 0.02% +46 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 7,339 $311K 0.12% -656 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 7,336 $311K 0.16% -77 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 7,328 $310K 0.26% +323 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 7,323 $310K 0.08% +1,086 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 7,312 $310K 0.02% -249 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,559 $309K 0.05% -22 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 7,289 $309K 0.03% +186 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,282 $308K 0.03% +2,681 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 7,272 $308K 0.04% -213 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 7,271 $308K 0.13% -106 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,263 $308K 0.18% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 7,257 $307K 0.14% -3,953 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 7,252 $307K 0.09% +78 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,243 $307K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 7,236 $306K 0.04% -303 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 7,233 $306K 0.06% 0 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 7,231 $306K 0.15% -549 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,214 $305K 0.02% +460 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,212 $305K 0.06% -1,391 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 7,196 $305K 0.02% +1,111 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 7,193 $305K 0.08% +1,910 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 7,175 $304K 0.55% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,168 $304K 0.1% -1,765 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,347 $303K 0.31% +343 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 7,143 $302K 0.04% +2,703 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 7,142 $302K 0.04% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,138 $302K 0.03% +2,026 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 7,131 $302K 0.14% -1,280 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 7,128 $302K 0.13% +1 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7,127 $302K 0.02% -2,723 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,123 $302K 0.04% -420 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 6,420 $301K 0.1% -3 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 7,082 $300K 0.23% -100 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 7,065 $299K 0.04% -1,386 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 7,050 $298K 0.07% +240 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 7,044 $298K 0.22% +450 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,043 $298K <0.01% +181 13F-HR Timeline