626 Financial, LLC More: the full row for 626 Financial, LLC 50,849 $13.8M 5.97% -948 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 50,844 $13.8M 4.84% -156 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 50,721 $13.8M 0.72% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 50,709 $13.8M 1.77% +2,104 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 50,657 $13.8M 5.37% +522 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 50,626 $13.8M 3.93% -1,252 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 50,580 $13.8M 2.12% +1,634 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 50,485 $13.7M 3.35% +18,449 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 50,484 $13.7M 4.28% -187 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 50,425 $13.7M 4.83% -4,442 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 50,401 $13.7M 1.09% +346 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 50,367 $13.7M 2.13% -87 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 50,344 $13.7M 2.5% +8,999 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 50,339 $13.7M 0.2% +1,568 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 50,272 $13.7M 3.19% -84 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 50,271 $13.7M 3.5% -468 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 50,201 $13.6M 6.03% -5,807 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 50,162 $13.6M 3.37% -1,044 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 50,076 $13.6M 5.68% -1,372 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 50,061 $13.6M 1.95% -3,350 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 50,001 $13.6M 1.78% +50,000 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 49,984 $13.6M 1.77% +5,644 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 49,937 $13.6M 6.33% -1,081 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 49,764 $13.5M 0.39% -2,461 13F-HR Timeline ATMOS CAPITAL GESTAO DE RECURSOS LTDA. More: the full row for ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 49,735 $13.5M 2.05% -13,558 13F-HR/A Timeline Carmel Capital Management L.L.C. More: the full row for Carmel Capital Management L.L.C. 49,687 $13.5M 4.09% +145 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 49,671 $13.5M 6.68% -381 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 49,651 $13.5M 3.33% -625 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 49,649 $13.5M 8.94% -331 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 49,621 $13.5M 2.72% -1,055 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 49,599 $13.5M 5.93% -1,148 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 49,583 $13.5M 1.38% +382 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 49,572 $13.5M 3.6% +480 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 49,510 $13.5M 2.54% +2,179 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 49,486 $13.5M 1.99% -283 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 49,477 $13.5M 12.44% 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 49,427 $13.4M 2.61% -9,307 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 49,376 $13.4M 5.11% -400 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 49,350 $13.4M 3.27% -1,689 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 49,275 $13.4M 0.88% -5,877 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 49,255 $13.4M 0.95% +10 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 49,245 $13.4M 6.27% -190 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 49,167 $13.4M 14.58% +210 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 49,150 $13.4M 2.07% -440 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 49,129 $13.4M 4.76% +2,166 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 49,089 $13.3M 13.01% 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 49,070 $13.3M 4.6% -5,370 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 48,936 $13.3M 2.52% +1,309 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 49,308 $13.3M 5.52% -13,356 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 48,880 $13.3M 4.78% -870 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 48,820 $13.3M 2.86% -2,452 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 48,802 $13.3M 7.65% -1,671 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 48,777 $13.3M 2.11% -538 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 48,672 $13.2M 0.57% -180 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 48,654 $13.2M 0.09% -10 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 48,644 $13.2M 1.1% -4,347 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 48,544 $13.2M 4.42% +267 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 48,500 $13.2M 5.59% -3,280 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 48,491 $13.2M 4.46% -790 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 48,472 $13.2M 1.93% +4,903 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 48,450 $13.2M 8.84% -3,411 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 48,373 $13.2M 1.13% -542 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 48,365 $13.1M 2.3% -78 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 48,339 $13.1M 1.46% +6,237 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 48,151 $13.1M 2.6% -1,574 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 48,132 $13.1M 4.85% -1,868 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 48,128 $13.1M 2.65% +2,896 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 48,124 $13.1M 2.93% -524 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 48,104 $13.1M 6.13% -1,028 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 49,730 $13M 5.8% +2,192 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 47,793 $13M 8.85% -2,589 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 47,789 $13M 1.41% -1,089 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 47,767 $13M 5.06% -3,230 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 47,763 $13M 4.23% -1,044 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 47,746 $13M 0.4% +6,801 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 47,737 $13M 7.53% -72 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 47,650 $13M 4.93% -972 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 47,576 $12.9M 4.96% +1,421 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 47,549 $12.9M 4.8% -10 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 47,548 $12.9M 1.08% -943 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 47,545 $12.9M 4.66% +6,487 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 47,500 $12.9M 4.02% +7,500 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 47,500 $12.9M 4.49% +5,661 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 47,473 $12.9M 1.28% +454 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 47,472 $12.9M 7.31% +747 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 47,420 $12.9M 5.15% -202 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 47,406 $12.9M 3.2% +2,702 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 47,366 $12.9M 1.55% -1,219 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 47,359 $12.9M 3.38% +49 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 47,297 $12.9M 3.1% -223 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 47,253 $12.8M 2.04% 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 47,157 $12.8M 5.76% -5,000 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 47,129 $12.8M 4.18% -25 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 47,127 $12.8M 4.17% -537 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 47,078 $12.8M 1.43% -1,793 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 47,062 $12.8M 5.66% +481 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 47,000 $12.8M 17.92% -3,000 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 46,868 $12.7M 5.8% -1,477 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 46,842 $12.7M 3.98% -1,284 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 46,825 $12.7M 8.29% -373 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 46,817 $12.7M 2.3% -4,445 13F-HR Timeline Tenere Capital LLC More: the full row for Tenere Capital LLC 46,762 $12.7M 9.85% -20,938 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 46,731 $12.7M 9.49% -463 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 46,678 $12.7M 2.93% +479 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 46,669 $12.7M 6.05% +1 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 46,658 $12.7M 5.42% -435 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 50,140 $12.7M 2.41% -485 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 46,556 $12.7M 1.13% -673 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 46,516 $12.6M 2.68% -11,225 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 46,452 $12.6M 5.78% -3,539 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 46,412 $12.6M 0.36% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 46,405 $12.6M 6.6% -587 13F-HR Timeline United Bank More: the full row for United Bank 46,256 $12.6M 4.26% -831 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 46,234 $12.6M 2.15% -2,176 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 46,216 $12.6M 6.38% +629 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 46,191 $12.6M 3.12% -468 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 48,630 $12.6M 1.52% -139 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 46,171 $12.6M 2.9% -1,015 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 46,133 $12.5M 2.55% +456 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 46,077 $12.5M 1.57% -5,606 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 46,017 $12.5M 2.22% +197 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 45,968 $12.5M 3.9% -501 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 45,277 $12.5M 5% +860 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 45,878 $12.5M 2.85% +1,115 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 45,875 $12.5M 3.71% -979 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 45,851 $12.5M 6.4% -1,385 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 45,844 $12.5M 9.3% -10,891 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 45,803 $12.5M 2.26% +1,633 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 45,788 $12.4M 0.53% -1,913 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 45,773 $12.4M 2.36% +4,795 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 45,726 $12.4M 6.85% -537 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 45,667 $12.4M 3.82% -277 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 45,665 $12.4M 2.54% -374 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 45,601 $12.4M 1.42% -961 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 45,587 $12.4M 3.33% +1,021 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 45,563 $12.4M 3.57% 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 45,560 $12.4M 4.29% -1,279 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 45,531 $12.4M 1.64% -15,191 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 45,492 $12.4M 5.31% -302 13F-HR Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 45,400 $12.3M 2.49% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 45,395 $12.3M 1.41% -5,829 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 45,390 $12.3M 1.86% -473 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 45,364 $12.3M 5.85% -84 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 45,319 $12.3M 3.31% -1,523 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 45,283 $12.3M 0.08% -4,758 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 45,200 $12.3M 5.13% +39,690 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 45,197 $12.3M 7.97% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 45,102 $12.3M 5.54% -80 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 45,076 $12.3M 3.91% -3,253 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 45,054 $12.2M 3.87% -589 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 45,033 $12.2M 1.47% +716 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 45,019 $12.2M 4.47% -1,834 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 47,015 $12.2M 1.85% -1,599 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 44,992 $12.2M 4.13% -1,165 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 44,951 $12.2M 2.51% +28,249 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 44,912 $12.2M 2.21% +450 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 44,906 $12.2M 7.39% -112 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 44,900 $12.2M 1.1% -3,903 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 44,846 $12.2M 5.07% +13,106 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 44,750 $12.2M 3.52% 0 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 44,740 $12.2M 2.67% +8,037 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 44,691 $12.1M 1.21% -787 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 44,688 $12.1M 3.18% 0 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 44,656 $12.1M 5.49% -53 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 44,506 $12.1M 1.23% +19,637 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 46,740 $12.1M 2.39% -1,127 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 44,362 $12.1M 2.07% -14,469 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 44,312 $12M 3.03% -37,420 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 44,296 $12M 1.88% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 44,250 $12M 2.04% +1,214 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 44,229 $12M 2.76% +211 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 44,216 $12M 1.51% -17 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 44,190 $12M 2.81% -518 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 45,001 $12M 7.5% -1,448 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 44,106 $12M 5.91% -180 13F-HR Timeline D'Orazio & Associates, Inc. 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