Wealth Architects, LLC More: the full row for Wealth Architects, LLC 164,127 $44.6M 4.02% -12,370 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 174,344 $44.5M 18.03% -2,572 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 163,791 $44.5M 3.52% -450 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 163,073 $44.3M 1.82% -3,841 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 163,031 $44.3M 7.47% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 162,037 $44.1M 2.32% +10,241 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 161,991 $44M 3% -1,370 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 161,838 $44M 8.11% -2,593 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 161,335 $43.9M 16.04% -542 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 161,314 $43.9M 16.2% -802 13F-HR/A Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 161,297 $43.9M 8.46% +6,414 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 161,137 $43.8M 4.56% -7,917 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 160,670 $43.7M 3.03% +5,840 13F-HR/A Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 160,667 $43.7M 2.53% -2,873 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 160,466 $43.6M 4.65% -7,566 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 159,970 $43.5M 2.65% +1,647 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 159,389 $43.3M 5.63% -12,455 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 159,149 $43.3M 2.38% +22,063 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 158,841 $43.2M 12.73% +2,803 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 158,782 $43.2M 2.12% -6,328 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 157,984 $42.9M 5.37% -10,077 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 157,941 $42.9M 9.11% -4,886 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 157,904 $42.9M 1.94% -877 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 157,637 $42.9M 1.8% -2,805 13F-HR Timeline MayTech Global Investments, LLC More: the full row for MayTech Global Investments, LLC 157,467 $42.8M 4.33% +1,076 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 157,172 $42.7M 16.63% -3,606 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 157,108 $42.7M 0.9% +3,894 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 156,803 $42.6M 8.81% +707 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 156,657 $42.6M 3.61% -361 13F-HR/A Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 156,158 $42.5M 3.81% -3,043 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 155,765 $42.3M 1.96% +8,158 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 155,480 $42.3M 10.53% -7,610 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 155,321 $42.2M 14.19% -4,078 13F-HR/A Timeline PFG Advisors More: the full row for PFG Advisors 155,081 $42.2M 2.05% -68,245 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 155,081 $42.2M 1.88% +5,639 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 154,908 $42.1M 11.17% -1,614 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 154,194 $41.9M 2.29% -1,176 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 154,099 $41.9M 4.46% +2,255 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 153,648 $41.8M 5.69% +2,105 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 153,039 $41.6M 1.9% 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 153,024 $41.6M 5.73% -1,289 13F-HR Timeline TRB Advisors LP More: the full row for TRB Advisors LP 153,000 $41.6M 9.74% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 152,318 $41.4M 5.35% +9,672 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 152,206 $41.4M 6.73% -2,691 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 151,373 $41.2M 2.91% +2,705 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 151,268 $41.1M 2.38% +433 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 151,120 $41.1M 10.77% -963 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 150,941 $41M 10.57% -1,284 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 150,640 $41M 11.21% +2,772 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 150,554 $40.9M 5.57% -2,223 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 150,356 $40.9M 1.69% -4,886 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 150,289 $40.9M 10.17% -970 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 150,281 $40.9M 4.7% -2,489 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 150,064 $40.8M 2.94% +1,535 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 150,000 $40.8M 0.81% -101,626 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 149,994 $40.8M 2.16% -3,049 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 149,971 $40.8M 13.13% +240 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 149,835 $40.7M 3.83% 0 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 149,598 $40.7M 17.25% +1,915 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 156,075 $40.6M 6.89% -7,573 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 149,370 $40.6M 4.96% -10,939 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 149,204 $40.6M 2.62% +1,394 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 149,193 $40.6M 3.14% -1,539 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 149,193 $40.6M 13.73% +212 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 149,129 $40.5M 0.83% -7,998 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 149,125 $40.5M 4.48% -2,053 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 148,846 $40.5M 9.68% -1,442 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 148,600 $40.4M 4.35% -9,786 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 148,400 $40.3M 6.06% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 148,243 $40.3M 4.86% +14,350 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 147,654 $40.1M 4.02% +2,193 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 147,645 $40.1M 3.38% -5,446 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 147,538 $40.1M 2.75% -5,993 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 147,410 $40.1M 4.11% -834 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 147,362 $40.1M 5.01% +3,030 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 147,332 $40.1M 1.11% +7,308 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 147,060 $40M 1.12% -1,089 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 146,995 $40M 3.06% +8,599 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 146,993 $40M 4.34% +441 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 146,802 $39.9M 3.59% -1,747 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 146,545 $39.8M 1.2% +1,073 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 146,201 $39.7M 9.45% -131 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 146,095 $39.7M 9.38% -6,635 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 154,452 $39.6M 0.7% +20,374 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 145,249 $39.5M 5.28% -572 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 145,017 $39.4M 6.27% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 144,983 $39.4M 2.98% -8,009 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 144,979 $39.4M 2.1% -5,384 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 160,788 $39.4M 42.13% 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 144,827 $39.4M 13.04% -340 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 144,564 $39.3M 5.3% -2,245 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 144,022 $39.2M 3.93% -2,293 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 143,795 $39.1M 7.76% -872 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 143,636 $39M 1.36% -192 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 143,584 $39M 16.96% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 143,531 $39M 12.95% -1,106 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 143,491 $39M 3.8% +20,900 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 143,370 $39M 8.42% -3,047 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 143,135 $38.9M 6.59% -113,198 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 143,126 $38.9M 8.29% +4,371 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 143,055 $38.9M 22.8% -1,035 13F-HR Timeline WEDGEWOOD PARTNERS INC More: the full row for WEDGEWOOD PARTNERS INC 142,920 $38.9M 7.26% -23,970 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CSM Advisors, LLC More: the full row for CSM Advisors, LLC 142,832 $38.8M 1.05% +1,569 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 142,679 $38.8M 2.91% -206 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 142,375 $38.7M 4.58% +923 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 142,218 $38.7M 2.33% +10,184 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 141,912 $38.6M 2.16% -4,066 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 141,833 $38.6M 6.82% +3,970 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 141,312 $38.4M 3.16% -4,753 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 141,169 $38.4M 5.59% -1,736 13F-HR Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 140,902 $38.3M 7.81% +744 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 140,740 $38.3M 6.07% +34,322 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 140,686 $38.2M 3.88% +4,714 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 140,357 $38.2M 10.56% +85 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 140,320 $38.1M 3.82% -758 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 140,101 $38.1M 5.48% -9,843 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 139,703 $38M 35.88% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 139,654 $38M 2.74% +7,559 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 139,566 $37.9M 9.79% -3,209 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 139,092 $37.8M 5.71% +12,993 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 138,837 $37.7M 6.92% -179 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 138,661 $37.7M 7.53% +588 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 138,524 $37.7M 3.1% +2,095 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 138,391 $37.6M +3,186 Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 138,223 $37.6M 7.15% -7,742 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 138,035 $37.5M 10.58% -628 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 138,029 $37.5M 20.21% -263 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 137,288 $37.5M 1.23% 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 137,617 $37.4M 3.22% -4,120 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 137,500 $37.4M 1.02% +4,779 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 137,311 $37.3M 3.27% -4,679 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 137,217 $37.3M 5.36% 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 137,022 $37.3M 4.58% +1,847 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 136,756 $37.2M 7.59% +1,369 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 136,662 $37.2M 3.17% -1,828 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 135,023 $37.1M 7.77% +96,938 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 136,259 $37M 3.92% -4,494 13F-HR Timeline Abacus FCF Advisors LLC More: the full row for Abacus FCF Advisors LLC 135,833 $36.9M 4.82% +54,156 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 135,005 $36.7M 9.84% 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 134,990 $36.7M 4.99% -7,509 13F-HR/A Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 134,825 $36.7M 6.75% -288 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 134,792 $36.6M 2.61% +668 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 134,775 $36.6M 4.31% -8,423 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 134,616 $36.6M 2.8% +1,892 13F-HR Timeline Rheos Capital Works Inc. More: the full row for Rheos Capital Works Inc. 134,500 $36.6M 2.34% -26,000 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 134,251 $36.5M 4.43% -163 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 134,180 $36.5M 1.46% -12,675 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 134,118 $36.5M 1.91% -6,779 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 133,921 $36.4M 10.69% -4,006 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 133,713 $36.4M 7.01% -1,336 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 133,648 $36.3M 2.15% +25,197 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 133,404 $36.3M 8.44% +31,687 13F-HR Timeline Group Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 133,297 $36.2M 4.6% -194 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 133,205 $36.2M 3.36% +1,270 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 133,170 $36.2M 0.05% +4,367 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 133,053 $36.2M 5.67% +5,660 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 132,523 $36M 2.88% +5,706 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 132,419 $36M 8.04% +1,226 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 132,294 $36M 0.53% +3,942 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 132,224 $35.9M 5.6% -448 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 132,154 $35.9M 3.69% +2,316 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 132,081 $35.9M 8.19% -712 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 132,044 $35.9M 6.78% +3,713 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 131,970 $35.9M 5.4% -1,011 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 131,912 $35.9M 1.46% -11,785 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 131,461 $35.7M 7.38% -3,191 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 131,301 $35.7M 5.67% +5,830 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 131,129 $35.6M 1.84% +17,877 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 130,975 $35.6M 4.04% -660 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 130,927 $35.6M 3.93% +1,702 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 130,868 $35.6M 2.88% -3,778 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 130,762 $35.5M 6.13% -628 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 130,670 $35.5M 1.99% -7,238 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 130,648 $35.5M 2.82% +11,934 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 130,632 $35.5M 2.89% -2,688 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 130,608 $35.5M 2.37% +6,914 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 130,512 $35.5M 16.99% +58,913 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 130,295 $35.4M 4.14% -1,958 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 130,285 $35.4M 4.68% -2,443 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 130,201 $35.4M 1.52% -1,415 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 151,758 $35.4M 3.24% 0 13F-HR Timeline MKP Capital Management, L.L.C. More: the full row for MKP Capital Management, L.L.C. 130,000 $35.3M 1.26% -1,260,000 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 129,876 $35.3M 12.04% -2,102 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 129,780 $35.3M 4.62% -36,126 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 129,571 $35.2M 11.74% -853 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 129,233 $35.1M 5.46% +10,930 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 129,033 $35.1M 3.9% -3,201 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 128,855 $35M 3.78% -2,614 13F-HR Timeline TCI Wealth Advisors, Inc. 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