Orion Capital Management LLC More: the full row for Orion Capital Management LLC 9,036 $1.89M 0.8% +5,181 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 9,033 $1.89M 0.25% +6 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 9,009 $1.89M 0.26% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 8,974 $1.88M 1.99% +28 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 8,920 $1.87M 0.98% -108 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 8,916 $1.87M 0.41% -2,417 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 8,878 $1.86M 1.38% -90 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 8,877 $1.86M 1.44% +354 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 10,503 $1.86M 1.15% +48 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 8,860 $1.86M 0.06% -907 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 8,852 $1.85M 0.17% +6,050 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 8,805 $1.84M 0.01% -2,575 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 8,786 $1.84M 0.48% +733 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,767 $1.84M 0.56% +63 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,765 $1.84M 0.78% +2,900 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 8,741 $1.83M 0.57% -141 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 8,829 $1.83M 0.96% +3,068 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 8,728 $1.83M 1.18% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,726 $1.83M 0.15% +165 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 8,720 $1.83M 0.4% -159 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 8,711 $1.83M 0.46% +228 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 8,698 $1.82M 0.24% -69 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 8,695 $1.82M 1.73% +126 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,679 $1.82M 0.35% +2,895 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 8,677 $1.82M 0.55% -2,728 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,766 $1.82M 0.52% -1,559 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 8,644 $1.81M 0.91% -9,009 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,631 $1.81M 0.11% +124 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 8,625 $1.81M 0.51% +3,123 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 8,618 $1.81M 0.48% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 8,600 $1.8M 0.07% -700 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 8,599 $1.8M 0.49% -60 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 8,538 $1.79M 2.23% 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 8,537 $1.79M 0.16% +78 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 8,537 $1.79M 0.08% +165 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 8,512 $1.78M 0.29% +58 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 8,509 $1.78M 1% +70 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 8,503 $1.78M 0.06% -274 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 8,499 $1.78M 0.46% +243 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 8,475 $1.78M 0.11% -1,209 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 8,461 $1.77M 1.23% -582 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 8,451 $1.77M 0.68% +89 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 8,426 $1.77M 0.84% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,414 $1.76M 1.63% -34 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 8,405 $1.76M 0.43% -216 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 8,388 $1.76M 0.57% -190 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 8,375 $1.75M 0.8% +77 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 10,217 $1.75M 0.72% -116 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 9,842 $1.75M 0.14% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 8,336 $1.75M 0.22% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 8,333 $1.75M 1.39% -26 13F-HR Timeline InvesTrust More: the full row for InvesTrust 8,318 $1.74M 0.48% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 8,304 $1.74M 0.18% -1,605 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 8,299 $1.74M 0.34% +227 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 8,292 $1.74M 0.58% -14 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,282 $1.74M 0.18% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 9,874 $1.73M 0.76% 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 8,278 $1.73M 0.25% +1,189 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 8,274 $1.73M 0.36% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 8,273 $1.73M 0.37% +598 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 8,253 $1.73M 0.91% +350 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 8,251 $1.73M 0.59% +4,681 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 8,241 $1.73M 0.07% -671 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 8,240 $1.73M 0.46% +310 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 8,216 $1.72M 0.69% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 8,203 $1.72M 0.12% +955 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,200 $1.72M 1.4% +100 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,192 $1.72M 0.24% +1,612 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 8,187 $1.72M 0.57% -396 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,180 $1.71M 0.24% -227 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8,345 $1.71M 0.26% -2,167 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 8,169 $1.71M 0.33% +23 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,166 $1.71M 0.28% +125 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 8,150 $1.71M 0.03% +2,014 13F-HR Timeline Group MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 8,113 $1.7M 0.66% +230 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 8,101 $1.7M 0.6% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 8,089 $1.69M 0.93% +6,573 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 8,060 $1.69M 0.02% 0 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,058 $1.69M 0.1% -33 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 8,038 $1.68M 0.71% +63 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 8,019 $1.68M 0.46% +166 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 8,000 $1.68M 1.33% +2,000 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,972 $1.67M 0.42% +670 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 7,959 $1.67M <0.01% -591 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 7,954 $1.67M 0.25% +611 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 7,944 $1.66M 1.27% +215 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,927 $1.66M 0.39% -51 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 7,916 $1.66M 0.76% +15 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 7,907 $1.66M 0.36% -2,436 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,901 $1.66M 0.06% +719 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 7,894 $1.65M 0.56% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 7,891 $1.65M 1% -825 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,884 $1.65M 0.06% +586 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,884 $1.65M 0.05% +702 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,883 $1.65M 0.1% +729 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 7,857 $1.65M 0.69% -787 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 7,855 $1.65M 0.64% -780 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 7,842 $1.64M 0.66% +28 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 7,836 $1.64M 0.66% +89 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 7,820 $1.64M 0.1% +99 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 7,811 $1.64M 0.46% -14 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 7,811 $1.64M 0.34% -12,843 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,810 $1.64M 0.4% +617 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,781 $1.63M 0.15% -2,713 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 7,772 $1.63M 0.16% +1,251 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,766 $1.63M 0.31% +292 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 7,758 $1.63M 0.11% -194 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 7,744 $1.62M 0.38% +672 13F-HR Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 7,735 $1.62M 2.29% -551 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 7,719 $1.62M 0.28% +293 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 7,705 $1.61M 0.18% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 7,699 $1.61M 0.22% +28 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,698 $1.61M 0.73% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,684 $1.61M 1.64% +177 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,676 $1.61M 0.31% +914 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,672 $1.61M 0.33% +422 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 7,665 $1.61M 0.97% +423 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 7,656 $1.6M 0.22% +1,905 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,651 $1.6M 0.3% -324 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7,647 $1.6M 0.57% -2,703 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 7,643 $1.6M 0.46% -478 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,642 $1.6M 0.29% +397 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 7,641 $1.6M 0.45% -282 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 7,635 $1.6M 0.3% new 13F-HR Timeline Group AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 7,634 $1.6M 0.01% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 8,846 $1.6M 0.13% new 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,614 $1.6M 0.67% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 7,611 $1.59M 0.17% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 7,608 $1.59M 0.86% +400 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 7,607 $1.59M 0.51% -184 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,827 $1.59M 0.05% +756 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 7,574 $1.59M 0.62% -179 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 7,572 $1.59M 0.1% -340 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 7,559 $1.58M 0.37% +352 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,548 $1.58M 0.23% +269 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 7,544 $1.58M 0.06% +223 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 7,540 $1.58M 0.3% -453 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,529 $1.58M 0.03% +149 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 7,512 $1.57M 1.58% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 7,509 $1.57M 0.18% +4 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 7,508 $1.57M 0.32% +6 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 7,500 $1.57M 0.17% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 7,496 $1.57M 0.23% -27,445 13F-HR/A Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,490 $1.57M 1.2% +59 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 7,482 $1.57M 0.58% +183 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,482 $1.57M 0.08% -1,175 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 7,464 $1.56M 0.23% -1,645 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 7,453 $1.56M 0.03% -28 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 7,414 $1.55M 0.62% +101 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 7,409 $1.55M 0.15% 0 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 7,408 $1.55M 0.11% +1,292 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 7,407 $1.55M 1.21% +108 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,385 $1.55M 0.94% +100 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,372 $1.54M 0.22% -40 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 7,326 $1.54M 1.22% -1,485 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,347 $1.54M 0.31% -171 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,336 $1.54M 0.06% +222 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 7,332 $1.54M 0.27% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7,304 $1.53M 1.24% +71 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,299 $1.53M 0.1% +105 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 7,285 $1.53M +560 Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 7,278 $1.52M 0.66% -286 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 7,275 $1.52M 0.54% -10 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,262 $1.52M 1.26% +2 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 7,251 $1.52M 0.21% -22 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 7,236 $1.52M 1.01% +342 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,231 $1.51M 0.06% -650 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,227 $1.51M 0.15% -35 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,212 $1.51M 0.29% 0 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 7,157 $1.5M 0.01% +350 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 7,148 $1.5M 0.38% -165 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,137 $1.5M 0.16% -553 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,136 $1.5M 0.26% +88 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 7,134 $1.49M 0.22% -59 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 7,134 $1.49M 0.41% +581 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,132 $1.49M 0.18% -560 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 7,753 $1.49M 0.83% +130 13F-HR Timeline Nicholas Wealth, LLC. 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