FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 49,881 $12.7M 4.63% -779 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 49,776 $12.7M 4.88% -166 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 49,769 $12.7M 1.94% -5,333 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 49,750 $12.7M 4.46% -223 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 49,725 $12.7M 2.74% -22,707 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 49,590 $12.6M 2.01% -885 13F-HR Timeline Carmel Capital Management L.L.C. 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MANNING & CO., INC. 52,347 $12.2M 11.08% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 47,723 $12.2M 5.87% +136 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 47,701 $12.1M 0.55% -2,117 13F-HR Timeline Group HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 47,685 $12.1M 3.59% -1,236 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 47,664 $12.1M 4.02% -2,394 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 47,627 $12.1M 2.36% +464 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 47,622 $12.1M 5.38% +164 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 47,559 $12.1M 4.45% -35 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 47,538 $12.1M 8.9% -27,164 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 47,538 $12.1M 5.72% +555 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 47,520 $12.1M 2.98% +349 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 47,402 $12.1M 1.37% -1,629 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 47,331 $12.1M 2.33% +338 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 47,310 $12M 3.36% -225 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 47,288 $12M 2.21% -2,478 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 47,284 $12M 4.42% -69,589 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 47,236 $12M 6.18% -730 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 47,229 $12M 1.23% +6,909 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 47,198 $12M 8.2% -152 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 47,194 $12M 8.79% -9,656,116 13F-HR/A Timeline DAGCO, INC. 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