HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 68,653 $19.9M 2% -127 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 68,470 $19.8M 3.78% -2,188 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 68,349 $19.8M 4.13% -1,637 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 68,323 $19.8M 2.73% +14 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 68,187 $19.7M 2.84% +2,329 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 68,053 $19.7M 0.56% +575 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 68,052 $19.7M 2.71% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 68,020 $19.7M 5.89% -12,564 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 67,949 $19.7M 1.86% -1,085 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 67,748 $19.6M 3.86% -885 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 67,740 $19.6M 1.76% -1,446 13F-HR Timeline Group PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 67,634 $19.6M 11.67% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 67,591 $19.6M 8.07% +4,083 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 67,560 $19.5M 2.1% +2,380 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 67,560 $19.5M 7.95% +877 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 67,514 $19.5M 6.52% -9,668 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 67,510 $19.5M 3.54% -32 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 67,484 $19.5M 1.7% -11,999 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 67,452 $19.5M 3.23% -1,836 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 67,427 $19.5M 1.51% +5,038 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 67,359 $19.5M 4.29% 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 67,352 $19.5M 6.44% +181 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 67,333 $19.5M 3.16% +414 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 67,146 $19.4M 0.98% -6,165 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 67,128 $19.4M 6.03% -1,369 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 67,058 $19.4M 3.48% -1,632 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 67,023 $19.4M 2.36% +7,013 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 66,999 $19.4M 5.2% -987 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 66,958 $19.4M 3.66% +215 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 61,013 $19.4M 4.62% +215 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 66,888 $19.4M 0.81% -2,048 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 66,855 $19.3M 4.35% -3,425 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 66,729 $19.3M 1.07% +4,665 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 66,717 $19.3M 2.44% +26,418 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 84,678 $19.3M 3.39% +1,744 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 66,655 $19.3M 4.05% -203 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 66,654 $19.3M 3.31% -1,062 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 66,631 $19.3M 3.52% -1,632 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 66,516 $19.2M 8.6% -1,827 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 93,389 $19.2M 5.64% -4,717 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 66,421 $19.2M 8.95% -21 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 66,412 $19.2M 2.48% -409 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 66,394 $19.2M 2.85% +1,100 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 66,240 $19.2M 1.14% +42,926 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 66,181 $19.2M 3.26% +5,750 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 66,133 $19.1M 5.32% +263 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 66,053 $19.1M 3.01% -9,938 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 66,044 $19.1M 1.97% -3,748 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 65,980 $19.1M 1.71% -4,682 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 65,930 $19.1M 4.64% -7,501 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 65,777 $19M 4.75% -1,527 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 65,791 $19M 2.81% +6,743 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 65,607 $19M 1.65% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 65,502 $19M 2.06% -899 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 65,501 $19M 2.28% -1,103 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 65,429 $18.9M 0.58% +1,247 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 65,420 $18.9M 8.58% 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 65,417 $18.9M 0.86% +61,011 13F-HR Timeline Group Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 65,355 $18.9M 2.34% -110 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 65,334 $18.9M 10.01% -115 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 65,190 $18.9M 2.4% -160 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 65,147 $18.9M 1.69% -231 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 65,123 $18.8M new Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 65,115 $18.8M 9% -588 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 74,145 $18.8M 11.8% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 64,945 $18.8M 3% -884 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 64,915 $18.8M 11.4% -447 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 64,859 $18.8M 1.7% +1,400 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 64,819 $18.8M 5.5% -5,449 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 64,772 $18.7M 5.31% -440 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 64,742 $18.7M 4.17% -1,034 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 64,653 $18.7M 4.17% +307 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 64,612 $18.7M 4.55% -918 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 64,575 $18.7M 7.09% -359 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 64,574 $18.7M 2.39% -585 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 64,574 $18.7M 4.03% +555 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 64,465 $18.7M 4.22% -113 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 64,463 $18.7M 0.51% +11,543 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 64,456 $18.7M 8.67% -1,123 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 64,451 $18.6M 6.37% -90 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 64,371 $18.6M 8.14% -1,091 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 64,348 $18.6M 5.89% +2,000 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 64,214 $18.6M 6.09% -1,971 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 64,175 $18.6M 3.79% -253 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 64,152 $18.6M -228 Timeline Centric Wealth Management More: the full row for Centric Wealth Management 66,927 $18.5M 2.88% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 63,958 $18.5M 0.81% -3,849 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 63,904 $18.5M 3.7% -1,631 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 62,798 $18.5M 3.73% -992 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 63,858 $18.5M 4.1% +3,308 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 63,843 $18.5M 4.57% -821 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 63,834 $18.5M 4.9% -425 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 63,805 $18.5M 2.81% -2,518 13F-HR Timeline 11 Capital Partners LP More: the full row for 11 Capital Partners LP 63,570 $18.4M 5.39% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 58,327 $18.4M 3.35% -313 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 63,498 $18.4M 3.65% +27,806 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 63,449 $18.4M 1.48% +289 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 63,403 $18.3M 4.41% +2,934 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 63,341 $18.3M 2.19% +696 13F-HR Timeline Two Point Capital Management, Inc. More: the full row for Two Point Capital Management, Inc. 63,329 $18.3M 7.38% +1,127 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 63,133 $18.3M 4.1% -36,293 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 63,064 $18.2M 2.68% +585 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 62,987 $18.2M 5.43% -1,717 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 62,726 $18.2M 2.35% -6,443 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 62,685 $18.1M 1.82% +916 13F-HR Timeline Georgetown University More: the full row for Georgetown University 62,665 $18.1M 7.43% +56 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 62,659 $18.1M 3.23% +3,712 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 62,641 $18.1M 9.72% +154 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 62,542 $18.1M 7.86% +1,242 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 62,494 $18.1M 9.63% +131 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 62,480 $18.1M 3.66% +1,089 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 62,447 $18.1M 2.62% +7,408 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 62,437 $18.1M 10.48% -12 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 62,432 $18.1M 4.94% -1,533 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 62,373 $18M 0.77% -29,006 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 62,360 $18M 0.98% -265 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 62,176 $18M 2.77% -369 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 62,128 $18M 5.45% -417 13F-HR Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 62,125 $18M 5.21% -434 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 62,119 $18M 4.9% -34 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 62,103 $18M 4.5% +2,634 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 62,081 $18M 0.85% -2,532 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 62,025 $17.9M 2.38% +6,595 13F-HR Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 62,010 $17.9M 3.35% -444 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 61,991 $17.9M 7.51% -1,204 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 61,917 $17.9M 8.75% -1,862 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 61,906 $17.9M 2.86% +4,719 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 61,894 $17.9M 1.82% +3,736 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 61,860 $17.9M 4.9% -1,470 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 61,811 $17.9M 4.88% +347 13F-HR Timeline THAMES CAPITAL MANAGEMENT LLC More: the full row for THAMES CAPITAL MANAGEMENT LLC 61,806 $17.9M 1.47% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 61,794 $17.9M 2.93% -1,926 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 61,779 $17.9M 4.49% -1,588 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 61,767 $17.9M 1.31% +131 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 61,752 $17.9M 4.43% -462 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 70,357 $17.9M 5.47% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 61,693 $17.9M 3.06% +1,978 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 61,547 $17.8M 4.29% -8,804 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 61,415 $17.8M 9.14% +6,011 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 61,326 $17.7M 7.56% -1,644 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 61,154 $17.7M 1.12% +3,717 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 61,128 $17.7M 1.62% +458 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 53,070 $17.7M 3.53% +625 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 61,059 $17.7M 4.97% +1,618 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 61,055 $17.7M 3.37% -193 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 64,930 $17.7M 7.23% +7,658 13F-HR Timeline NICOLA WEALTH MANAGEMENT LTD. More: the full row for NICOLA WEALTH MANAGEMENT LTD. 61,000 $17.7M 2.03% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 60,934 $17.6M 7.54% +7 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 60,770 $17.6M 7.07% 0 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 60,763 $17.6M 1.85% -14,475 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 60,690 $17.6M 3.15% -2,563 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 60,579 $17.5M 1.92% +2,654 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 60,576 $17.5M 1.83% +12,451 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 60,329 $17.5M 0.22% -2,405 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 56,542 $17.4M 5.26% -816 13F-HR Timeline BANK OZK More: the full row for BANK OZK 60,117 $17.4M 5.17% +924 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 60,060 $17.4M 6.51% +38 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 60,014 $17.4M 2.86% +633 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 59,987 $17.4M 4.53% -141 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 59,954 $17.3M 1.35% +485 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 59,868 $17.3M 1.92% -549 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 59,796 $17.3M 14.79% +34,630 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 59,743 $17.3M 3.88% +2,249 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 59,722 $17.3M 2.43% -1,318 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 59,689 $17.3M 3.89% +1,918 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 59,685 $17.3M 3.8% +7,013 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 59,638 $17.3M 2.26% -1,552 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 59,497 $17.2M 0.63% +968 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 59,491 $17.2M 3.29% -273 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 61,151 $17.2M 2.55% +12,356 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 59,477 $17.2M 4.74% -3,072 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 59,378 $17.2M 2.41% -507 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 59,364 $17.2M 2.05% +16,353 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 59,240 $17.1M 4.93% +336 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 59,207 $17.1M 6.06% +1,259 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 59,160 $17.1M 4.03% -1,471 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 59,151 $17.1M 3.56% -524 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 55,405 $17.1M 4.09% -304 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 59,098 $17.1M 4.29% +1,743 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 59,079 $17.1M 5.12% +2,481 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 59,064 $17.1M 3.18% +152 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 59,061 $17.1M 4.67% -329 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 59,054 $17.1M 8.32% -1,011 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 59,091 $17.1M 0.11% -22,920 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 59,004 $17.1M 5.52% +5,101 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 58,987 $17.1M 5.44% -5,215 13F-HR Timeline LDIC Inc. More: the full row for LDIC Inc. 58,934 $17.1M 10.68% 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 58,916 $17M 8.12% +385 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 53,949 $17M 2.64% +2,682 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 58,715 $17M 10.25% -1,505 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 58,694 $17M 8.18% -12,044 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 58,627 $17M 1.1% -996 13F-HR Timeline United American Securities Inc. (d/b/a … in group United American Securities In… More: the full row for United American Securities Inc. (d/b/a UAS Asset Management) 58,513 $16.9M 3.65% -13,032 13F-HR Timeline Group BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 58,472 $16.9M 12% -16,811 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 58,427 $16.9M 1.49% -556 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 58,407 $16.9M 3.87% -1,403 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 58,366 $16.9M 1.57% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 58,325 $16.9M 2.38% +4,626 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 58,272 $16.9M 1.87% -11,086 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 58,236 $16.9M 5.55% -369 13F-HR Timeline