PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 32,032 $7.12M 0.92% +2,471 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 32,027 $7.11M 1.07% -1,844 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 31,993 $7.11M 5.34% -90 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 31,989 $7.11M 2.55% -5,232 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 31,950 $7.1M 2.37% -351 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 31,939 $7.09M 2.75% -75 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 31,918 $7.09M 5.16% -433 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 35,640 $7.09M 0.87% -180 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 31,904 $7.09M 3.57% -3,689 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 31,884 $7.08M 1.54% +733 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 31,850 $7.07M 4.62% +397 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 31,816 $7.07M 6.87% -1,039 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 31,807 $7.07M 3.43% -771 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 31,789 $7.06M 1.48% +6,362 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 31,768 $7.06M 1.37% -1,256 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 31,740 $7.05M 1.14% -1,293 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 31,713 $7.04M 7.67% +653 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 33,048 $7.04M 1.57% -5,147 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 31,621 $7.02M 3.03% -1,838 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 31,585 $7.02M 1.39% -1,519 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 31,632 $7.01M 1.34% -1,256 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 31,399 $6.97M 4.02% -1,273 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 31,397 $6.97M 3.03% +388 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 31,389 $6.97M 0.97% -5,886 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 31,384 $6.97M 5.07% -4 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 31,359 $6.97M 6.07% +69 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 68,735 $6.96M 4.79% +37,617 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 31,348 $6.96M 4.18% +267 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 31,429 $6.96M 2.52% +319 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 31,297 $6.95M 5.05% +719 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 31,282 $6.95M 4.36% +405 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 31,269 $6.95M 0.92% -2,016 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 27,728 $6.94M 2.27% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 31,245 $6.94M 0.45% +1,473 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 31,237 $6.94M 1.57% +2,969 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 31,237 $6.94M 3.44% +344 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 31,236 $6.94M 6.42% -289 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 31,202 $6.93M 0.85% +26,219 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 31,179 $6.93M 5.62% -3,101 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 31,164 $6.92M 5.28% -431 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 31,161 $6.92M 3.12% +266 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 31,150 $6.92M 4.05% +710 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 31,137 $6.92M 3.43% -273 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 31,078 $6.9M 1.78% +204 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 31,046 $6.9M 2.58% +847 13F-HR/A Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 31,039 $6.89M 3.68% +317 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 3,103 $6.89M 0.01% -1,145 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 31,027 $6.89M 0.43% +1,746 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 30,897 $6.86M 2.35% -1,251 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 30,877 $6.86M 2.58% -3,891 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 30,875 $6.86M 2.08% +363 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 30,846 $6.85M 1.8% -215 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 30,844 $6.85M 2.66% +1,841 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 30,752 $6.83M 3.55% -525 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 30,719 $6.82M 0.2% -1,592 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 30,669 $6.81M 0.35% +30 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 30,641 $6.81M 3.76% -640 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 30,627 $6.8M 3.21% -388 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 30,586 $6.79M 1.5% +15,205 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 30,594 $6.79M 0.12% -38,698 13F-HR Timeline Group PIAR LLC More: the full row for PIAR LLC 30,581 $6.79M 7.52% -570 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 30,574 $6.79M 4.87% -88 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 30,555 $6.79M 2.37% -100 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 30,539 $6.78M 5.38% +4,040 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 30,530 $6.78M 2.92% +1,858 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 30,527 $6.78M 1.02% -3,791 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 30,515 $6.78M 3.17% -1,121 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 30,507 $6.78M 1.95% +303 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 30,492 $6.77M 2.35% -425 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 30,486 $6.77M 3.74% -3,275 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 30,437 $6.76M 3.15% -1,181 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 30,431 $6.76M 4.02% -269 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 30,414 $6.76M 1.53% +355 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 30,399 $6.75M 5.39% -2,873 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 30,399 $6.75M 0.7% -296 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 30,396 $6.75M 2.2% +542 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 30,376 $6.75M 0.02% -372 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 39,128 $6.75M 3.12% -792 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 30,348 $6.74M 2.18% +3,724 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 30,347 $6.74M 4.97% -1,556 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 30,329 $6.74M 5.58% +222 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 30,328 $6.74M 3.23% +187 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 30,320 $6.74M 5.77% -237 13F-HR Timeline Group Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 30,290 $6.73M 0.6% +2,240 13F-HR Timeline Group AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 30,289 $6.73M 4.64% -111 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 30,234 $6.72M 2.15% -235 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 30,208 $6.71M 1.81% -1,600 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 30,184 $6.7M 5.72% +4,355 13F-HR Timeline Essex LLC More: the full row for Essex LLC 30,179 $6.7M 1.45% -255 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 30,163 $6.7M 2.34% -390 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 30,117 $6.69M 3.99% -6,650 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 30,071 $6.68M 5.66% -2,022 13F-HR Timeline Barrier Capital Management, LLC More: the full row for Barrier Capital Management, LLC 30,048 $6.67M 6.39% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 30,044 $6.67M 2.92% -965 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 30,033 $6.67M 5.05% -837 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 30,032 $6.67M 3.33% +362 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 30,024 $6.67M 1.66% +4,311 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 30,015 $6.67M 2.48% -1,247 13F-HR Timeline Boit C F David More: the full row for Boit C F David 30,002 $6.66M 3.34% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 29,993 $6.66M 0.02% +2,647 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 31,655 $6.66M 3.49% -7,993 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 29,974 $6.66M 6.48% +1,184 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 29,924 $6.65M 1.67% +7,199 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 29,919 $6.65M 2.4% -26 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 29,917 $6.65M 1.72% -950 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 29,897 $6.64M 0.21% -693 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 29,850 $6.63M 0.97% -1,280 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 29,787 $6.62M 0.12% +87 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 29,765 $6.61M 4.01% +3,136 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 29,763 $6.61M 1% +5,977 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 29,761 $6.61M 5.08% -766 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 31,003 $6.61M 2.58% -3,409 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 29,753 $6.61M 2.76% -1,907 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 29,737 $6.61M 5.58% -41,193 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 29,691 $6.6M 4.58% -2,708 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 29,689 $6.59M 3.24% +852 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 29,684 $6.59M 2.4% +1,136 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 29,681 $6.59M 1.28% -16,097 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 29,680 $6.59M 3.07% -386 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 29,631 $6.59M 2.85% -1,490 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 29,635 $6.58M 4.79% -3,040 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 29,601 $6.58M 3.79% -720 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 29,581 $6.57M 6.25% -1,089 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 29,551 $6.56M 1.17% -1,770 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 29,545 $6.56M 6.75% +18,331 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 29,531 $6.56M 2.95% -7,391 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 29,522 $6.56M 0.98% +2,570 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 29,516 $6.56M 1.89% +128 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 29,490 $6.55M 4.1% +933 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 29,488 $6.55M 2.68% -2,077 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 25,024 $6.55M 4.85% +4,570 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 29,399 $6.53M 2.83% -53 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 29,398 $6.53M 2% +5,437 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 29,387 $6.53M 4.41% -2,565 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 29,370 $6.52M 4.32% +2,269 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 29,308 $6.52M 3.63% +1,914 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 29,359 $6.52M 2.88% -376 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 29,321 $6.51M 3.94% -1,397 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 29,311 $6.51M 6.78% -830 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 29,198 $6.49M 0.11% +9,402 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 29,194 $6.49M 2.93% -2,659 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 29,194 $6.48M 0.8% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 29,174 $6.48M 1.73% +8,659 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 29,163 $6.48M 3.29% +1,042 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 29,080 $6.46M 2.3% +257 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 29,052 $6.45M 0.84% -1,594 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 29,048 $6.45M 6.76% -1,854 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 29,043 $6.45M 4.21% -5,752 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 29,039 $6.45M 1.97% +423 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 29,000 $6.44M 0.58% +4,381 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 28,968 $6.43M 1.17% +127 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 28,950 $6.43M 3.4% +2,002 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 28,942 $6.43M 1.07% +1,509 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 28,891 $6.42M 4.43% -379 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 28,863 $6.41M 1.77% -402 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 28,838 $6.41M 1.34% +9,355 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 28,776 $6.39M 1.79% -1,695 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 28,694 $6.37M 1.37% -22 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 28,692 $6.37M 2.14% -23 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 28,661 $6.37M 0.15% -2,161 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 25,378 $6.36M 4.72% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 28,602 $6.35M 3.02% +273 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 28,581 $6.35M 3.29% -1,072 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 28,568 $6.35M 3.9% -122 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 28,539 $6.34M 4.38% -278 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 28,533 $6.34M 0.92% -7,510 13F-HR Timeline Group Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 28,505 $6.33M 2.39% -9,660 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 28,450 $6.32M 3.16% -439 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 31,250 $6.32M 3.36% -568 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 28,432 $6.32M 6.36% +186 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 25,209 $6.31M 1.14% -455 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 28,401 $6.31M 1.68% +485 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 28,357 $6.3M 1.86% +400 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 36,730 $6.3M 3.29% +4,121 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 28,323 $6.29M 0.25% +28,320 13F-HR Timeline Group BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 28,310 $6.29M 2.12% -3,171 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 28,289 $6.28M 4.49% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 28,259 $6.28M 2.04% -2,384 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 28,247 $6.27M 4.98% -294 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 28,298 $6.27M 2.47% +1,244 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 28,185 $6.26M 3.74% -1,060 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 25,000 $6.26M 0.17% 0 13F-HR Timeline Group SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 28,177 $6.26M 1.92% -54 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 28,168 $6.26M 0.22% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 28,130 $6.25M 2.66% +621 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 28,115 $6.25M 0.53% -20,640 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 28,065 $6.23M 1.1% +20,875 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 28,012 $6.22M 3.54% +4,395 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 29,858 $6.22M 4.06% -1,966 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 28,002 $6.22M 2.43% -56 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 27,978 $6.21M 1.97% +2,150 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 27,923 $6.2M 1.14% +156 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 27,916 $6.2M 1.9% -1,223 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 27,903 $6.2M 5.95% -514 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 27,901 $6.2M 1.15% -119 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 27,894 $6.2M 1.55% +454 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 27,838 $6.18M 0.59% +700 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 27,829 $6.18M 7.87% -89 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 27,816 $6.18M 1.29% -138 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 27,746 $6.16M 4.65% -478 13F-HR Timeline