BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 8,458 $456K 0.05% -207,179 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,421 $454K 0.32% +16 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 8,419 $454K 0.53% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 8,401 $453K 0.11% -95 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,374 $451K 0.03% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,366 $451K 0.06% +719 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 8,356 $450K 0.01% +452 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 8,341 $449K 0.02% +2,256 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 8,335 $449K 0.04% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 8,321 $448K 0.18% +2 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 8,311 $448K 0.25% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,275 $446K 0.03% -2,332 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 8,211 $442K 0.29% +400 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,202 $442K 0.11% +16 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 8,199 $442K 0.02% +259 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 8,189 $441K 0.39% -100 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 8,183 $441K 0.33% +155 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 8,417 $441K 0.13% +283 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,176 $440K 0.06% +195 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 8,158 $439K 0.28% +551 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 8,117 $437K 0.05% +1,927 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 8,064 $434K 0.28% +461 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 8,023 $432K 0.04% -73 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 8,000 $431K 0.14% -29 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 8,209 $430K 0.07% -147 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,943 $428K 0.05% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 7,909 $426K 0.09% +77 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7,894 $425K 0.04% +677 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,875 $424K 0.1% -1,117 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,843 $423K 0.03% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 7,828 $422K 0.17% +132 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 7,810 $421K 0.34% -1,930 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,803 $420K 0.06% +51 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 7,750 $418K 0.1% +1 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 7,740 $417K 0.22% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,736 $417K 0.01% +897 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 7,720 $416K 0.02% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 7,705 $415K 0.27% +3 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,690 $414K 0.02% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,679 $414K 0.03% +3,128 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 7,674 $413K 0.02% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 7,637 $411K 0.1% +1 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,628 $411K 0.07% -173 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,610 $410K 0.05% +1,519 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 7,610 $410K 0.24% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,600 $409K 0.01% -467 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7,589 $409K 0.06% -450 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 7,587 $409K 0.12% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,586 $409K 0.03% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 7,561 $407K 0.11% +910 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. 7,553 $407K 0.01% -765 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,538 $406K 0.04% +422 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,517 $405K 0.02% +1,203 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,516 $405K 0.01% -991 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 7,509 $405K 0.19% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 7,486 $403K 0.36% +25 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,438 $401K 0.01% +450 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,411 $399K 0.16% +3,071 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 7,404 $399K 0.13% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,403 $399K 0.06% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,391 $398K 0.03% -1,072 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,375 $397K 0.03% -131 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,367 $397K 0.03% +309 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,349 $396K 0.01% -345 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 7,304 $393K 0.05% -7,022 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 7,300 $393K 0.21% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 7,298 $393K 0.07% +300 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,253 $391K <0.01% +4 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 7,243 $390K 0.1% +1,428 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 7,236 $390K 0.12% -150 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 7,232 $390K 0.15% +124 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 7,226 $389K 0.11% +724 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,211 $388K 0.04% +75 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,207 $388K 0.03% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 7,188 $387K 0.04% +455 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 7,183 $387K 0.15% +79 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 7,172 $386K 0.05% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 7,146 $385K 0.2% -366 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 7,135 $384K 0.06% -6,032 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,134 $384K 0.02% +1,256 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 7,078 $381K 0.29% -1 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 7,077 $381K 0.23% -347 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 7,064 $381K 0.12% +617 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 7,062 $380K 0.04% -2,308 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 7,039 $379K 0.02% +221 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 7,022 $378K 0.12% +8 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,014 $378K 0.01% +1,825 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 7,008 $378K 0.2% +50 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,994 $377K 0.07% +2 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 6,980 $376K 0.02% +3,980 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,969 $375K 0.14% +2,633 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 6,955 $375K 0.29% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 6,958 $375K 0.13% -6 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,949 $374K 0.05% -5,278 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,949 $374K 0.05% +1 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,932 $373K 0.01% -291 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,174 $373K 0.05% +3,496 13F-HR/A Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,896 $371K 0.02% -16,224 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 6,890 $371K 0.13% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 6,886 $371K 0.3% +648 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,881 $371K 0.07% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 6,822 $368K 0.18% +3 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 6,818 $367K 0.12% +109 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6,817 $367K 0.13% -916 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,797 $366K 0.21% new 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 6,797 $366K 0.14% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,790 $366K 0.08% -12,594 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 6,726 $362K 0.07% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,709 $361K 0.18% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,704 $361K 0.02% +325 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 6,702 $361K 0.13% -4,000 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,690 $360K 0.02% +1 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 6,663 $359K 0.04% -1,200 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,660 $359K 0.43% -6,101 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 6,650 $358K 0.19% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,629 $357K 0.1% -203 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,609 $356K 0.08% -764 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 6,585 $355K 0.16% +343 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,582 $355K 0.04% -1,085 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,577 $354K 0.05% +9 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,576 $354K 0.19% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,568 $354K 0.22% +220 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 6,550 $353K 0.06% -661 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 6,513 $351K 0.2% +1,701 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 6,500 $350K 0.16% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,438 $347K 0.03% +5 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,438 $347K -2,309 Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 6,415 $346K 0.27% +1,153 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 6,411 $345K 0.17% +1,985 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,405 $345K 0.05% +625 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 6,400 $345K 0.13% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 6,401 $345K 0.21% +122 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 6,387 $344K 0.07% -920 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 6,383 $344K 0.06% +429 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,380 $344K 0.06% new 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 6,370 $343K 0.47% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,358 $343K 0.02% -19 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 6,357 $342K 0.05% -219 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 6,351 $342K 0.14% +2,071 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,296 $339K 0.03% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,263 $337K -121 Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 6,258 $337K 0.06% +11 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 6,240 $336K 0.02% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,215 $335K 0.04% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 6,188 $333K 0.15% +526 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 6,175 $333K 0.16% 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,163 $332K 0.01% -1,400 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,149 $331K 0.02% -65 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,151 $331K 0.12% +2 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 6,138 $331K 0.1% +1,065 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 6,122 $330K 0.34% -191 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 6,113 $329K 0.21% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,100 $329K 0.2% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,092 $328K 0.02% +936 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 6,095 $328K 0.03% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 6,071 $327K 0.11% +117 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 6,069 $327K 0.07% -153 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 6,065 $327K 0.26% -7 13F-HR/A Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,060 $326K 0.15% +1,146 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,051 $326K 0.04% -5,632 13F-HR Timeline American Trust More: the full row for American Trust 6,028 $325K 0.03% +110 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,995 $323K 0.12% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,976 $322K 0.03% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,963 $321K 0.02% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,937 $320K 0.1% -59 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,936 $320K 0.08% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,929 $319K 0.01% -25,512 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,906 $318K 0.02% +485 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,896 $318K 0.11% -547 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 5,895 $318K 0.06% +1,582 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,891 $317K <0.01% +38 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,860 $316K 0.01% +8 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 5,840 $315K 0.16% -1 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 5,829 $314K 0.13% -54 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 5,801 $312K 0.07% -3,328 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,765 $311K 0.03% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,816 $310K 0.13% 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 5,755 $310K 0.08% -153 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 5,749 $310K 0.12% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 5,727 $309K 0.05% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,724 $308K 0.24% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,791 $307K 0.23% +1,503 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,700 $307K 0.03% +28 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 5,684 $306K 0.07% +223 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,666 $305K 0.01% -210 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 5,665 $305K 0.04% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 5,655 $305K 0.16% -85 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 5,649 $304K 0.11% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,629 $303K 0.08% -2,379 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,617 $303K 0.05% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,594 $301K 0.02% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,585 $301K 0.03% +288 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 5,581 $301K 0.03% +279 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,577 $300K <0.01% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,570 $300K 0.22% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5,557 $299K 0.05% -2,544 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 5,541 $298K 0.09% -227 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,538 $298K <0.01% -20,104 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,528 $298K 0.29% -313 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 5,490 $296K 0.1% -713 13F-HR Timeline