Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,221 $508K 0.24% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,219 $508K 0.14% +68 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,220 $508K 0.04% +14 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,206 $505K 0.03% +745 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,194 $502K 0.25% -20 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,180 $499K 0.05% -100 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,178 $498K 0.16% -121 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,178 $498K 0.07% +23 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,176 $498K 0.11% -5 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,175 $498K 0.37% -5 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,168 $496K 0.04% +1 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,167 $496K 0.16% -8 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,164 $495K 0.18% -48 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,161 $494K 0.29% -104 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,157 $494K 0.15% -10 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,156 $493K 0.18% +23 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,155 $493K 0.06% +217 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,149 $492K 0.1% +1 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,144 $491K 0.16% -2,150 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,139 $489K 0.24% -743 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,125 $486K 0.11% +3 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,120 $485K 0.05% +361 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,113 $483K 0.11% +1,640 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,109 $483K 0.42% +107 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,100 $481K 0.31% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,092 $479K 0.17% -785 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,090 $478K 0.04% +1,151 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,085 $477K 0.13% -113 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,079 $476K 0.06% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,073 $474K 0.04% +100 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,081 $472K 0.17% +26 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,064 $472K 0.04% +429 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,060 $471K 0.09% +22 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,055 $470K 0.02% +882 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,050 $469K 0.35% +54 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,048 $469K 0.01% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,047 $468K 0.03% +14 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,043 $467K 0.32% +116 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,040 $467K 0.02% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,037 $466K 0.01% +23 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 2,021 $463K 0.1% +7 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for SummitTX Capital, L.P. 2,000 $458K 0.02% -8,474 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,997 $457K 0.01% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,996 $457K 0.08% -473 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,995 $457K 0.22% -69 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,995 $457K 0.12% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,995 $456K 0.02% +300 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,990 $455K 0.12% -19 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 1,990 $455K 0.22% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,983 $454K 0.04% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,979 $453K 0.16% 0 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,974 $452K 0.06% +3 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,971 $451K 0.14% 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,969 $451K 0.18% +2 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,967 $450K 0.1% +54 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,968 $450K 0.14% -22 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,964 $449K 0.11% +42 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,961 $449K 0.02% +397 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,957 $448K 0.09% +726 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,956 $447K 0.15% +12 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,954 $447K 0.04% +100 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 1,952 $447K 0.15% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,952 $447K 0.03% -14 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,950 $446K 0.09% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,946 $445K 0.57% +2 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,939 $444K 0.09% +91 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,932 $442K 0.1% +5 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,926 $441K 0.32% -50 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,925 $440K 0.15% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,925 $440K 0.04% -186 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,921 $440K 0.05% +52 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,917 $439K 0.03% +10 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,915 $438K 0.24% -22 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,911 $437K 0.01% -7 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,910 $437K 0.15% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,904 $436K 0.05% -25 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,900 $435K 0.09% +400 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,897 $434K 0.08% +39 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,895 $434K 0.02% +167 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,886 $431K 0.16% +3 13F-HR Timeline City State Bank More: the full row for City State Bank 1,884 $431K 0.14% -4 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,883 $431K 0.62% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,878 $430K 0.15% 0 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,877 $429K 0.11% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,871 $428K 0.33% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,865 $427K 0.06% +567 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,862 $426K 0.23% +12 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,858 $425K 0.02% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,856 $425K 0.23% -5 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,836 $420K 0.08% -82 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,835 $420K 0.07% +82 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,826 $418K 0.02% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,815 $415K 0.07% +75 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,807 $413K 0.08% +444 13F-HR/A Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,802 $412K 0.07% +94 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,800 $412K 0.02% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,798 $411K 0.39% +116 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,797 $411K 0.01% +595 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,796 $411K 0.19% +36 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,795 $411K 0.02% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,792 $410K 0.08% +101 13F-HR Timeline American Trust More: the full row for American Trust 1,779 $407K 0.04% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,775 $406K 0.03% 0 13F-HR Timeline First Business Financial Services, Inc. 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More: the full row for Pinnacle Wealth Planning Services, Inc. 1,741 $398K 0.05% -141 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,763 $398K 0.03% new 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1,700 $398K 0.27% new 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 1,735 $397K 0.01% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,734 $397K 0.05% -74 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,732 $396K 0.01% +85 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 1,730 $396K 0.28% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,721 $394K 0.17% -33 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,713 $392K 0.05% +6 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,713 $392K 0.06% +2 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,797 $392K 0.03% +549 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,710 $391K 0.18% -22 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,708 $391K 0.08% -9 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,704 $390K 0.23% +39 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,703 $390K 0.03% -615 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,700 $389K 0.07% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,696 $388K 0.12% -5 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,693 $388K 0.07% +1 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,692 $387K 0.08% -71 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,689 $386K 0.04% -8 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,686 $386K 0.08% -74 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,684 $385K 0.01% +112 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,684 $385K 0.02% +98 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,684 $385K 0.16% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,681 $385K 0.11% +298 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,680 $384K 0.07% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,677 $384K 0.05% +3 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,677 $384K 0.39% -140 13F-HR/A Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,676 $383K 0.01% +132 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,675 $383K 0.2% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,670 $382K 0.16% +5 13F-HR/A Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,666 $381K 0.06% -16 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,660 $380K 0.04% -121 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,659 $380K 0.04% -25 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,655 $379K 0.04% -2 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,653 $378K 0.06% +1 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,652 $378K 0.09% +84 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,651 $378K 0.01% +5 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,650 $378K 0.02% +53 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,650 $378K 0.31% -490 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,648 $377K 0.01% +149 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,602 $377K 0.04% +365 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,645 $376K 0.08% +3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,643 $376K 0.13% +134 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,642 $376K 0.11% +1 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,636 $374K 0.07% +132 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,631 $373K 0.05% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,631 $373K 0.02% -30 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,626 $372K 0.26% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,612 $369K 0.04% +41 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,611 $369K 0.17% -56 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,609 $368K 0.01% +106 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,610 $368K 0.02% +208 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,609 $368K 0.1% -1,874 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,607 $368K 0.04% 0 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,607 $368K 0.05% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,603 $367K 0.11% +47 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1,602 $367K 0.28% +40 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,602 $367K 0.65% +60 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,601 $366K 0.05% +39 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,600 $366K 0.05% -28 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,600 $366K 0.06% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,592 $364K 0.13% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,590 $364K 0.03% +80 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,587 $363K 0.2% +307 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,585 $363K 0.01% -342 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,582 $362K 0.06% -367 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,582 $362K 0.03% +156 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,581 $362K 0.05% +31 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,580 $361K 0.02% +1,001 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,577 $361K 0.05% -18 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,575 $360K 0.25% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 1,574 $360K <0.01% new 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,569 $359K 0.13% +110 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,568 $359K 0.07% +1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,567 $359K 0.11% -145 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,567 $358K 0.14% -124 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,565 $358K 0.25% +1 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,562 $357K 0.02% +80 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,555 $356K 0.25% +35 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,555 $356K 0.22% 0 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 1,550 $355K 0.02% new 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,549 $355K 0.13% +290 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,546 $354K 0.17% +43 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,541 $353K 0.19% -681 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,540 $352K 0.04% -279 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,530 $350K 0.27% +100 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,528 $350K 0.07% +5 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,527 $349K 0.09% +5 13F-HR Timeline