Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8,881 $446K 0.07% -907 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,869 $445K 0.05% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 8,838 $444K 0.09% -962 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 8,820 $443K 0.1% +496 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 8,789 $441K 0.24% -385 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 8,774 $440K <0.01% -79,875 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 8,773 $440K 0.1% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 8,761 $440K 0.13% +90 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 8,761 $440K 0.05% -440 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 8,735 $438K 0.13% +1,965 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 8,724 $438K 0.47% 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 8,722 $438K 0.04% -340 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 8,719 $438K 0.28% -415 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 9,627 $437K 0.19% -618 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 8,702 $437K 0.16% +63 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,687 $436K 0.08% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 8,681 $436K 0.09% +3,245 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 8,670 $435K 0.04% -127 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 8,652 $434K 0.12% -1,241 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 8,649 $434K 0.11% +1,272 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 8,648 $434K <0.01% -95,180 13F-HR Timeline Group First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 8,646 $434K 0.09% -3,378 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 8,630 $433K 0.22% -41 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,761 $433K 0.09% +339 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 8,623 $432K 0.11% +367 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 8,604 $432K 0.02% -7,899 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 8,603 $432K 0.1% +11 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,599 $432K 0.06% +320 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 8,572 $430K 0.38% -1,220 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 8,561 $430K 0.31% +1,081 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 8,659 $429K 0.26% +4,249 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 8,476 $428K 0.03% -19 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 8,512 $427K 0.22% -445 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 8,512 $427K 0.1% new 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 8,504 $427K 0.05% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 8,499 $427K 0.14% +289 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 8,496 $426K 0.07% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 8,478 $426K 0.01% +282 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,472 $425K 0.06% +578 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 8,454 $424K 0.06% +1,607 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 8,451 $424K 0.07% -1,067 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 8,450 $424K 0.18% -1,991 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 8,443 $424K 0.23% -209 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 8,438 $424K 0.33% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 8,427 $423K 0.08% +2,003 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 8,423 $423K 0.21% -8,925 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 8,416 $422K 0.3% +1,356 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 8,411 $422K 0.21% -529 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 8,379 $421K 0.02% -1,961 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 8,369 $420K 0.18% +63 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 8,361 $420K 0.2% 0 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 8,358 $420K 0.06% +2,082 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 8,356 $419K 0.02% -54 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 19,321 $419K 0.08% +2,078 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 8,350 $419K 0.25% -162 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 8,330 $418K 0.17% +622 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 8,325 $418K 0.21% -809 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 8,321 $418K 0.04% -1,275 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 8,321 $418K 0.08% -230 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 8,294 $416K 0.18% +582 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 8,266 $415K 0.32% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,260 $415K 0.06% -528 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 8,232 $413K 0.35% -1,494 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,230 $413K 0.05% +783 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 8,201 $412K 0.2% -4,991 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 8,178 $411K 0.29% -989 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 8,167 $410K 0.16% +65 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 8,162 $410K 0.1% +764 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 8,157 $409K 0.13% 0 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 8,151 $409K 0.32% +815 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 8,150 $409K 0.21% -300 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 8,145 $409K 0.17% 0 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 8,143 $409K 0.53% +52 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 8,138 $409K 0.06% +45 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 8,128 $408K 0.08% -1,520 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 8,119 $408K 0.27% +514 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 8,617 $407K 0.18% -706 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 8,117 $407K 0.03% -2,613 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 8,100 $407K 0.03% -1,000 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 8,037 $403K 0.2% -3,335 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 8,036 $403K 0.36% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 8,028 $403K 0.28% -505 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 8,017 $402K 0.17% +158 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 8,017 $402K 0.45% +502 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 8,003 $402K 0.14% +490 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 7,995 $401K 0.17% -1,171 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,994 $401K 0.04% -558 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 7,993 $401K 0.19% -382 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,976 $400K 0.1% +2,041 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 7,973 $400K 0.07% -679 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 7,954 $399K 0.16% -2,575 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 8,300 $399K 0.31% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 7,931 $398K 0.04% -200 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,932 $398K 0.05% -51 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 7,923 $398K 0.24% -375 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 7,903 $397K 0.02% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 7,896 $396K 0.03% -827 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 7,887 $396K 0.09% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 7,880 $396K 0.06% -1,642 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 7,880 $396K 0.07% -30,397 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 7,869 $395K 0.22% -1,095 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 7,848 $394K 0.35% +10 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 7,821 $393K 0.19% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 7,816 $392K 0.12% +395 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,813 $392K 0.02% +264 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 7,802 $392K 0.02% +817 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 7,800 $392K 0.09% +2,500 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 7,795 $391K 0.05% -46 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,786 $391K 0.01% +497 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 7,785 $391K 0.08% new 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 7,780 $391K 0.19% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 7,752 $389K 0.06% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 7,717 $387K 0.06% -4,769 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 7,710 $387K 0.2% -497 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 7,709 $387K 0.23% -364 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 7,700 $387K 0.11% 0 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 7,672 $385K 0.1% 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 7,666 $385K 0.05% -142 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 7,666 $385K 0.12% -3,381 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,637 $383K 0.27% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 7,645 $383K 0.07% -1,789 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 8,084 $381K 0.08% +2,199 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 7,580 $381K 0.06% +197 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 7,578 $380K 0.25% +100 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 7,564 $380K 0.16% +410 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 7,561 $380K 0.03% -1,268 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 7,554 $379K 0.26% 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,543 $379K 0.05% -4,109 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 7,539 $378K 0.06% -269 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 7,537 $378K 0.2% new 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 7,528 $378K 0.18% 0 13F-HR Timeline Group Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 7,523 $378K 0.22% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 7,522 $378K 0.05% -1,212 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 7,511 $377K <0.01% +840 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 7,485 $376K 0.05% +89 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,477 $375K 0.19% +113 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,042 $374K 0.03% +405 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 7,442 $374K 0.28% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,437 $373K 0.05% +199 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 7,432 $373K 0.09% +252 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,422 $373K 0.04% +2 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 7,413 $372K 0.2% -2,032 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 7,413 $372K 0.09% +1,019 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 7,411 $372K 0.27% +1,294 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,531 $372K 0.03% -322 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 7,388 $371K 0.22% -2,769 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 7,377 $370K 0.18% -408 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 7,371 $370K 0.05% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 7,364 $370K 0.01% -2,809 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 7,350 $369K 0.2% -4 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 7,346 $369K 0.01% +400 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 7,319 $367K 0.06% +10 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7,306 $367K 0.23% -84 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 7,303 $367K 0.22% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7,294 $366K 0.03% +1,023 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 7,284 $366K 0.22% +81 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 7,283 $366K 0.2% +245 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 7,280 $365K 0.06% +331 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,263 $365K 0.25% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,249 $364K 0.04% +375 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,243 $364K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7,241 $363K 0.07% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 7,233 $363K 0.08% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 7,231 $363K 0.02% -1,900 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 7,749 $363K 0.03% -392 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 7,182 $361K 0.29% +215 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 7,175 $360K 0.75% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 7,174 $360K 0.14% -11,348 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,173 $360K 0.02% +246 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 7,163 $360K 0.22% -6,094 13F-HR Timeline Group WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,154 $359K 0.14% -1,777 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 7,146 $359K 0.13% -146 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 7,142 $359K 0.09% +299 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 7,142 $359K 0.04% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 7,137 $358K 0.33% -218 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 7,133 $358K 0.11% +583 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 7,127 $358K 0.21% +1,660 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 7,118 $357K 0.07% -8,150 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,113 $357K 0.12% +676 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 7,103 $357K 0.04% -182 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 7,099 $356K 0.11% -19,702 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 7,081 $355K 0.19% +83 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 7,070 $355K 0.04% -247 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,061 $354K 0.04% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 7,056 $354K 0.36% -160 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 7,046 $354K 0.18% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 7,014 $352K 0.44% +6,183 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 7,012 $352K 0.08% -787 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 7,005 $352K 0.36% -1,307 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,004 $352K 0.27% +212 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 7,003 $352K 0.01% +811 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 6,981 $350K 0.31% 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,977 $350K 0.13% new 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 6,976 $350K 0.13% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,958 $349K 0.02% -214 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 6,941 $348K 0.16% -120 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 6,930 $348K 0.11% -38 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,920 $347K 0.21% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,916 $347K 0.23% -23,572 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,912 $347K 0.09% +794 13F-HR Timeline