Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,712 $502K 0.15% -45 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,709 $502K 0.05% -417 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,707 $501K 0.03% -204 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 2,700 $500K 0.01% +500 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,695 $499K 0.02% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,680 $496K 0.04% -10 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,667 $494K 0.23% -2,496 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,735 $492K 0.07% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,651 $491K 0.06% -386 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 2,650 $491K 0.26% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,636 $488K 0.09% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,632 $488K 0.24% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,624 $486K 0.05% +645 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,621 $485K 0.05% +707 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,614 $484K 0.06% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,614 $484K <0.01% -59 13F-HR Timeline Group Range Advisory, LLC More: the full row for Range Advisory, LLC 2,577 $477K 0.06% -66 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 2,574 $477K 0.14% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,570 $476K 0.01% +577 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,568 $476K 0.04% 0 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 2,548 $472K 0.09% +75 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 2,548 $472K 0.1% +1 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,547 $472K 0.04% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,546 $472K 0.03% +689 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,539 $470K 0.06% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,536 $470K 0.08% +5 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,507 $464K 0.04% -138 13F-HR/A Timeline tru Independence LLC More: the full row for tru Independence LLC 2,491 $461K 0.2% +5 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,474 $458K 0.02% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,459 $455K 0.01% -100 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,450 $454K 0.05% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,439 $452K 0.01% -65,393 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,430 $450K 0.15% +673 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,429 $450K 0.05% +1 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 2,419 $448K 0.41% +37 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,419 $448K 0.24% +6 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 2,409 $446K 0.05% 0 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,400 $445K 0.34% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,398 $444K 0.01% 0 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,395 $444K 0.07% +83 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,387 $442K 0.13% +2 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 2,377 $440K 0.3% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,374 $440K <0.01% -235 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,372 $439K 0.03% +105 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,371 $439K 0.01% +472 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,368 $439K 0.07% -10 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,359 $437K 0.07% -747 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,358 $437K 0.05% +549 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,356 $437K 0.09% +20 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,354 $436K 0.02% +73 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,351 $435K 0.17% -2 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,347 $435K 0.01% -1,337 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,347 $435K 0.04% +1,168 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,344 $434K 0.03% +196 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,419 $434K 0.06% +1 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,336 $433K 0.16% -12 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,336 $433K 0.21% +28 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,327 $431K 0.17% -77 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,309 $428K 0.09% +65 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,301 $426K 0.29% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,300 $426K 0.23% +63 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2,293 $425K 0.2% +659 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,290 $424K 0.04% +286 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,285 $423K 0.04% -1,279 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,283 $423K +406 Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,278 $422K 0.02% -77 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,278 $422K <0.01% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,276 $422K 0.08% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,276 $422K 0.06% +5 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,275 $421K 0.01% +225 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,272 $421K 0.03% -1,987 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,258 $418K 0.07% -142 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 2,251 $417K 0.13% +646 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,241 $415K 0.19% -136 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,230 $413K 0.04% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,227 $413K 0.11% +443 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 2,220 $411K 0.09% -6 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,219 $411K 0.04% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,218 $411K 0.03% -9 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,248 $409K 0.18% +26 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,206 $409K 0.09% -94 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,204 $408K 0.01% -149 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,189 $406K 0.16% +117 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,183 $404K 0.03% +612 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,178 $403K 0.17% +27 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,160 $400K 0.05% -487 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,138 $396K 0.19% -1 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,138 $396K 0.04% +606 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,144 $396K 0.16% +641 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,128 $394K 0.05% -712 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,126 $394K 0.05% -100 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,114 $392K 0.24% -17 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 2,113 $391K 0.09% +196 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 2,110 $391K 0.03% -6,025 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,107 $390K 0.26% +152 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,103 $390K 0.01% -220 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 2,100 $389K 0.02% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,095 $388K 0.04% +60 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 2,080 $385K 0.13% +340 13F-HR Timeline Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 2,078 $385K 0.22% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,069 $383K 0.03% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,068 $383K 0.07% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,097 $382K 0.01% -47 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,051 $380K 0.02% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,050 $380K 0.01% -63,596 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,044 $379K 0.21% -4 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 2,043 $378K 0.09% -107 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,038 $377K 0.27% 0 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 2,034 $377K 0.26% -416 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 2,016 $373K 0.17% -50 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,007 $372K 0.02% +79 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,000 $371K 0.04% +385 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,000 $370K 0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,000 $370K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 1,999 $370K 0.03% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,990 $369K 0.12% -2,972 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,982 $367K <0.01% -141 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,979 $367K 0.02% +18 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,975 $366K 0.22% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,973 $365K 0.01% +20 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,968 $365K 0.01% new 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 2,237 $362K 0.21% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 1,950 $361K 0.18% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,950 $361K 0.09% +180 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,948 $361K 0.03% +206 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,942 $360K 0.03% -113 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,940 $359K 0.05% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,936 $359K 0.01% -65 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,933 $358K <0.01% 0 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,925 $357K 0.02% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,924 $357K 0.14% +4 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,911 $354K 0.08% -133 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 1,911 $354K 0.16% -37,647 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,901 $352K 0.27% +29 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,896 $351K 0.17% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,889 $350K 0.04% +274 13F-HR/A Timeline Balefire, LLC More: the full row for Balefire, LLC 1,882 $349K 0.06% +44 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 1,870 $346K 0.21% 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,870 $346K 0.03% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,870 $346K 0.03% -356 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,868 $346K 0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,861 $345K <0.01% +315 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,857 $344K 0.11% +87 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,856 $344K 0.11% +1,318 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,854 $343K 0.13% -108 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,850 $343K 0.05% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,850 $343K 0.07% -223 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,848 $342K 0.08% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,831 $339K 0.08% -42 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,830 $339K 0.05% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,827 $338K <0.01% +529 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,826 $338K 0.01% -12 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 1,825 $338K 0.03% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,827 $338K 0.01% +1,742 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,822 $337K 0.1% -65 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,819 $337K 0.01% +691 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,814 $336K 0.01% +4 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,795 $333K 0.06% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,786 $331K 0.07% 0 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,785 $331K 0.09% +9 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,780 $330K 0.12% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,766 $327K 0.19% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,763 $327K 0.05% -1,884 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,756 $325K 0.15% 0 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 1,753 $325K 0.14% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,752 $325K <0.01% new 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,735 $321K 0.21% -74 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,732 $321K 0.09% +4 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,730 $320K 0.03% -140 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,725 $320K 0.13% +275 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,724 $319K 0.03% +26 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,724 $319K 0.04% -10 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,721 $319K 0.12% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,720 $319K 0.02% +126 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 1,719 $318K 0.19% -20 13F-HR Timeline Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 1,715 $318K 0.02% -313 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,709 $317K 0.02% -31 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,705 $316K 0.01% -156 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 1,950 $315K 0.1% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,702 $315K 0.02% +469 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,753 $315K 0.09% 0 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 1,689 $313K 0.34% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,689 $313K 0.03% +103 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,682 $312K 0.11% -91 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,679 $311K 0.17% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,678 $311K <0.01% +117 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,674 $310K <0.01% +299 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,682 $309K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,662 $308K 0.02% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,660 $307K 0.05% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,650 $306K 0.05% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,646 $305K 0.14% +25 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,646 $305K 0.03% new 13F-HR Timeline Stolper Co More: the full row for Stolper Co 1,643 $304K 0.08% -30,072 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,641 $304K 0.16% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,633 $302K 0.04% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,626 $301K 0.01% 0 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 1,685 $300K 0.15% -220 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,612 $299K 0.01% -4,760 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 1,648 $298K 0.18% +86 13F-HR Timeline