Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 58,859 $16M 1.52% -4,828 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 58,836 $16M 8.97% 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 58,804 $16M 7.4% -274 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 58,791 $16M 4.44% -3,848 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 60,723 $16M 3.37% +30,122 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 58,776 $16M 1.84% +3,025 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 58,726 $16M 10.5% -4,060 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 58,697 $16M 3.64% -458 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 58,609 $15.9M 4.89% +1,789 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 62,356 $15.9M 5.83% -302 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 58,591 $15.9M 1.84% -5,184 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 59,061 $15.9M 11.39% -5 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 58,370 $15.9M 3.6% -530 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 58,549 $15.9M 3.23% -849 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 58,356 $15.9M 2.37% -798 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 58,329 $15.9M 6.61% +2,129 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 58,309 $15.9M 3.3% -778 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 58,248 $15.8M 3.37% 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 58,155 $15.8M 2.99% -140 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 58,107 $15.8M 6.93% -233 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 58,085 $15.8M 6.13% -3,167 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 58,069 $15.8M 4.44% -3,002 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 58,059 $15.8M 5.64% -4,271 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 58,019 $15.8M 3.01% -85 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 58,016 $15.8M 4.77% +1,417 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 58,014 $15.8M 2.59% +1,264 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 57,985 $15.8M 7.56% 13F-HR/A Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 57,980 $15.8M 5.71% -17,600 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 57,972 $15.8M 5.34% -4,220 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 57,895 $15.7M 5.47% -420 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 57,862 $15.7M 5.81% -131 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 62,248 $15.7M 7.73% -2,465 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 57,813 $15.7M 7.14% -1,206 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 58,136 $15.7M 2.15% 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 57,726 $15.7M 5.56% -2,061 13F-HR Timeline Stolper Co More: the full row for Stolper Co 57,706 $15.7M 4.62% -822 13F-HR Timeline YCG, LLC More: the full row for YCG, LLC 57,659 $15.7M 1.18% -170,543 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 57,613 $15.7M 4.03% +2,648 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 57,586 $15.7M 2.57% +4,081 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 57,536 $15.6M 5.2% -2,058 13F-HR Timeline Matthew 25 Management Corp More: the full row for Matthew 25 Management Corp 57,500 $15.6M 4.78% -4,000 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 57,482 $15.6M 2.2% -722 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 57,410 $15.6M 6.44% -2,787 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 57,295 $15.6M 10.7% -2,810 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 57,286 $15.6M 1.18% +8,044 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 57,236 $15.6M 3.74% -37 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 57,143 $15.5M 2.07% -1,118 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 57,128 $15.5M 1.95% +570 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 57,044 $15.5M 5.64% -981 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 57,019 $15.5M 1.33% +24,785 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 56,998 $15.5M 5.47% +6,029 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 56,980 $15.5M 1.94% +5,284 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 56,928 $15.5M 1.42% +451 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 56,927 $15.5M 5.38% -5,770 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 56,915 $15.5M 1.74% -912 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 59,440 $15.5M 3.74% +3,004 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 56,800 $15.4M 6.93% -21,710 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 56,783 $15.4M 9.08% -180 13F-HR Timeline ALKEON CAPITAL MANAGEMENT LLC More: the full row for ALKEON CAPITAL MANAGEMENT LLC 56,627 $15.4M 0.07% 0 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 56,584 $15.4M 5.88% -271 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 56,557 $15.4M 0.85% -7,091 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 56,396 $15.3M 2.78% -124 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 56,389 $15.3M 2.25% -1,196 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 56,365 $15.3M 3.06% -310 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 56,331 $15.3M 1.72% +292 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 56,298 $15.3M 8.89% +573 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 56,224 $15.3M 1.41% +3,881 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 56,224 $15.3M 3.62% -1,643 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 56,186 $15.3M 6.64% -2,457 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 56,185 $15.3M 6.45% -1,590 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 55,201 $15.3M 3.79% -581 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 56,134 $15.3M 7.21% +10,265 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 56,121 $15.3M 5.57% -326 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 56,105 $15.3M 2.08% -1,658 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 56,000 $15.2M 2.99% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 55,986 $15.2M 12.17% +566 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kenora Financial, LLC More: the full row for Kenora Financial, LLC 55,984 $15.2M 5.12% +1,137 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 55,932 $15.2M 1.39% -827 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 55,925 $15.2M 8.32% -124 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 56,227 $15.2M 3.92% -2,115 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 55,908 $15.2M 5.03% +1,520 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 55,884 $15.2M 7.81% 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 55,874 $15.2M 2.03% +1,354 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 55,798 $15.2M 1.06% -2,568 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 56,422 $15.2M 3.64% +3,342 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 55,696 $15.1M 6.09% +1,899 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 55,590 $15.1M 6.15% -1,485 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 55,576 $15.1M 0.79% -7,293 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 60,789 $15.1M 3.96% +1,217 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 55,488 $15.1M 1.85% -3,384 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 55,462 $15.1M 6.25% -404 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 55,382 $15.1M 5.35% +324 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 55,374 $15.1M 8.07% -1,190 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 55,370 $15.1M 3.61% +1,800 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 55,314 $15M 3.04% +42,102 13F-HR Timeline Bell Bank More: the full row for Bell Bank 55,187 $15M 0.64% -6,274 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 55,173 $15M 0.95% -4,609 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 55,168 $15M 1.16% -1,486 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 55,164 $15M 4.23% +8,169 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 55,108 $15M 2.9% -5,161 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 55,039 $15M 1.37% -329 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 54,943 $14.9M 2.79% -1,563 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 54,898 $14.9M 2.04% +627 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 54,853 $14.9M 2.29% -151 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 54,817 $14.9M 3.38% +16 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 54,806 $14.9M 5.2% -248 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 54,802 $14.9M 4.42% -231 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 54,798 $14.9M 3.29% -14,905 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 54,734 $14.9M 1.28% -1,155 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 54,704 $14.9M 4% +33 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 54,698 $14.9M 3.72% -13 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 54,689 $14.9M 8.79% -1,236 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 54,654 $14.9M 3.01% -4,188 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 57,055 $14.9M 2.49% +154 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 54,625 $14.9M 3.45% -2,410 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 54,569 $14.8M 9.12% -839 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 54,567 $14.8M 2.42% +910 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 54,519 $14.8M 10.85% -1,901 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 54,442 $14.8M 4.79% -365 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 54,379 $14.8M 3.54% -47 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 54,341 $14.8M 2.08% +139 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 54,332 $14.8M 0.7% -2,295 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 54,282 $14.8M 3.06% +109 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 54,252 $14.7M 3.9% -218 13F-HR Timeline CapitalatWork S.A. in group CapitalatWork S.A. More: the full row for CapitalatWork S.A. 54,237 $14.7M 0.45% -4,279 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 54,196 $14.7M 5.98% +179 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 54,160 $14.7M 3.23% 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 54,141 $14.7M 9.87% -2,126 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 54,081 $14.7M 6.32% +687 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 53,900 $14.7M 5.94% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 53,886 $14.6M 1.94% +2,472 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 53,870 $14.6M 5.29% +8,502 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 53,851 $14.6M 2.37% +1,328 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 53,836 $14.6M 1.11% -2,856 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 53,834 $14.6M 4.77% +371 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 53,752 $14.6M 4.47% -1,114 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 53,745 $14.6M 2.83% -10 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 53,696 $14.6M 3.19% -1,068 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 53,635 $14.6M 0.9% -242 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 53,601 $14.6M 3.93% +3,601 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 53,597 $14.6M 5.16% +1,235 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 53,583 $14.6M 3.31% -4,556 13F-HR/A Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 53,516 $14.5M 3.39% -416 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 53,488 $14.5M 1.35% -1,802 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 53,369 $14.5M 2.94% +7,998 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 53,359 $14.5M 1.96% -1,020 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 53,335 $14.5M 1.63% +11,303 13F-HR/A Timeline Group PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 53,327 $14.5M 7.82% -375 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 53,318 $14.5M 3.68% -513 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 53,302 $14.5M 2.36% -612 13F-HR Timeline CNB Bank More: the full row for CNB Bank 53,258 $14.5M 5.93% -1,268 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 53,237 $14.5M 3.59% -4,631 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 53,226 $14.5M 3.04% +2,637 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 53,214 $14.5M 6.73% -630 13F-HR Timeline Trust Co More: the full row for Trust Co 53,181 $14.5M 1.36% +34,485 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 53,181 $14.5M 12.97% -1,099 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 53,180 $14.5M 1.27% -1,307 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 53,146 $14.4M 3.33% -618 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 53,115 $14.4M 6.39% +1,245 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 53,058 $14.4M 8.01% -956 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 53,004 $14.4M 3.29% -140 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 53,002 $14.4M 2.72% +1,462 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 52,970 $14.4M 4.05% -1,222 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 52,947 $14.4M 9.6% +445 13F-HR Timeline Insight Holdings Group, LLC in group Insight Holdings Group, LLC More: the full row for Insight Holdings Group, LLC 52,940 $14.4M 1.08% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 52,862 $14.4M 2.39% +1,902 13F-HR Timeline Group Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 52,815 $14.4M 13.35% 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 52,813 $14.4M 4.73% +2,932 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 52,771 $14.3M 2.22% -362 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 52,610 $14.3M 2.55% -5,002 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 52,599 $14.3M 2.41% -195 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 52,465 $14.3M 2.82% +655 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 52,406 $14.2M 4.26% +513 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 52,402 $14.2M 10.08% 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 52,399 $14.2M 12.37% +761 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 52,776 $14.2M 3.08% -2,165 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 52,291 $14.2M 2.75% -814 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 52,255 $14.2M 3.79% 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 52,066 $14.2M 4.2% -322 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 51,877 $14.1M 3.88% -413 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 51,874 $14.1M 5.06% +141 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 243,479 $14.1M 5.63% -445 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 51,686 $14.1M 5.46% -704 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 51,661 $14M 5.22% +402 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 56,594 $14M 1.82% -1,378 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 51,499 $14M 3.25% -1,253 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 51,492 $14M 11.24% 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 51,458 $14M 2.93% +2,475 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 51,450 $14M 2.36% -59,335 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 51,337 $14M 5.08% -624 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 51,335 $14M 3.38% +5,805 13F-HR Timeline AMERIFLEX GROUP, INC. 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