Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 22,486 $4.89M 0.37% +1,735 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 22,472 $4.89M 0.35% +1,459 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 22,450 $4.88M 0.07% +438 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 22,439 $4.88M 0.28% +2,117 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 22,412 $4.87M 0.52% -78,267 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 22,364 $4.86M 0.46% -245 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 22,320 $4.85M 0.95% +96 13F-HR/A Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 22,281 $4.85M 2.14% +70 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 22,260 $4.84M 1.46% -4,719 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 22,166 $4.82M 2.39% -1,808 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 22,143 $4.82M 0.14% 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 22,098 $4.81M 0.13% +6,730 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 22,093 $4.81M 0.23% +2,854 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 22,010 $4.79M 0.75% -454 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 21,925 $4.77M 3.01% -56 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 21,886 $4.76M 0.71% -638 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 21,839 $4.75M 4.41% +248 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 21,804 $4.74M 1.8% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 22,535 $4.73M 0.32% -236 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 21,721 $4.72M 1.07% +5,308 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 21,714 $4.72M 0.11% +2,400 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 21,567 $4.69M 2.32% -573 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 21,548 $4.69M 1.75% -5,749 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,479 $4.67M 0.24% +103 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 21,455 $4.67M 1.91% +1,037 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 21,450 $4.67M 0.51% -1,253 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 21,426 $4.66M 0.21% +430 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 21,364 $4.65M 0.38% -213 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 21,265 $4.62M 0.04% -952 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 21,258 $4.62M 0.95% -186 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 21,237 $4.62M 0.65% +122 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 21,218 $4.62M 1.37% -754 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 21,203 $4.61M 1.28% +597 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 21,140 $4.6M 1.31% +585 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 21,139 $4.6M 1.37% -48 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 21,054 $4.58M 0.32% -1,374 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 21,000 $4.57M 0.38% -2,000 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 20,998 $4.57M 0.26% -4,342 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 20,962 $4.56M 0.26% +183 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 20,953 $4.56M 0.45% -986 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 20,940 $4.55M 0.29% +80 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 20,904 $4.55M 2.22% +295 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 20,852 $4.54M 5.89% +120 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 20,829 $4.53M 0.72% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 21,722 $4.53M 0.27% +371 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 20,804 $4.52M 6% -835 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 20,775 $4.52M 0.25% +412 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 20,699 $4.5M 0.48% -186 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 20,675 $4.5M 0.1% -60 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 20,658 $4.49M 0.36% -4,779 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 20,604 $4.48M 0.5% -3,324 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 20,941 $4.46M 0.27% +1,281 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 20,478 $4.45M 0.69% +1,700 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 20,467 $4.45M 3.03% -555 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 20,386 $4.43M 0.3% +645 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 20,344 $4.42M 0.47% +907 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 20,341 $4.42M 1.8% +300 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 20,315 $4.42M 1.02% -224 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 20,303 $4.42M 0.54% +1,127 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 20,280 $4.41M 1.35% +810 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 20,274 $4.41M 0.31% +10,210 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 20,227 $4.4M 2.37% -475 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 20,127 $4.38M 0.71% -287 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 20,111 $4.37M 0.18% -2,640 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 20,105 $4.37M 0.24% -190 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 21,209 $4.37M 2.31% -4,222 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 20,070 $4.37M 0.59% +5 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 20,050 $4.36M 0.34% -2,042 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 20,029 $4.36M 0.06% +1,999 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 20,016 $4.35M 0.89% +53 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 20,010 $4.35M 0.03% new 13F-HR Timeline Group Barbara Oil Co. More: the full row for Barbara Oil Co. 20,000 $4.35M 1.68% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 19,910 $4.33M 0.46% -5,749 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 19,877 $4.32M 0.51% +822 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 19,873 $4.32M 0.71% -172 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 19,869 $4.32M 0.07% +3,247 13F-HR Timeline Group American Trust More: the full row for American Trust 19,853 $4.32M 0.38% -2,808 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 19,806 $4.31M 0.26% -11 13F-HR Timeline Mubadala Investment Co PJSC in group Mubadala Investment Co PJSC More: the full row for Mubadala Investment Co PJSC 19,802 $4.31M 0.02% +2,804 13F-HR Timeline Group Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 19,664 $4.28M 1.59% +1,062 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 19,661 $4.28M 0.53% +18,261 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 19,622 $4.27M 0.31% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 19,598 $4.26M 0.53% +542 13F-HR Timeline MOTCO More: the full row for MOTCO 19,578 $4.26M 0.39% -5 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 19,543 $4.25M 0.88% +8 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 19,533 $4.25M 0.41% +1,955 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 19,506 $4.24M 0.5% -560 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 19,482 $4.24M 1.4% -806 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 20,298 $4.23M 0.06% +10,041 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 19,432 $4.23M 0.68% -75 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 19,426 $4.23M 0.54% +447 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 19,425 $4.22M 2.37% +1,016 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 19,378 $4.21M 1.9% +648 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 19,353 $4.21M 0.85% +2,423 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 20,341 $4.2M 0.25% +248 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 19,331 $4.2M 0.79% +895 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 19,244 $4.19M 0.31% -6,013 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 19,209 $4.18M 0.05% -332 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 19,200 $4.18M 2.58% +700 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 19,181 $4.17M 0.59% +587 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 19,167 $4.17M 0.94% +903 13F-HR/A Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 19,167 $4.17M 1.84% -1,162 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 19,154 $4.17M 0.8% -313 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 19,130 $4.16M 0.64% -317 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 19,106 $4.16M 0.35% +537 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 19,043 $4.14M 0.15% -14,585 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 18,992 $4.13M 2.28% +1,007 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 18,980 $4.13M 0.67% +442 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 18,973 $4.13M 0.59% -17 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 18,934 $4.11M 0.28% +34 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 18,845 $4.1M 0.92% -462 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 18,800 $4.09M 0.26% -5,171 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 18,719 $4.07M 0.39% -371 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 18,699 $4.07M 0.63% +4,143 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 18,691 $4.07M +4,317 Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 18,686 $4.06M 0.59% +530 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 19,928 $4.06M 0.16% +1,856 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 19,782 $4.06M 0.45% +765 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 18,647 $4.06M 0.39% -750 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 20,112 $4.05M 0.08% -338 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 18,632 $4.05M 1.66% +63 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 18,627 $4.05M 0.46% +16 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 18,840 $4.05M 0.28% +136 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 18,615 $4.05M 2.12% -590 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 18,576 $4.04M 3.59% -70 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 18,560 $4.04M 1.91% -221 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 18,505 $4.02M 1.76% -675 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 18,500 $4.02M 0.79% -2,050 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 18,485 $4.02M 1.95% +625 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 18,464 $4.02M 0.43% -136 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 18,418 $4.01M 0.35% 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 18,360 $3.99M 1.17% -364 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 18,248 $3.97M 0.09% -656 13F-HR Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 18,242 $3.97M 1.39% +554 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 18,232 $3.97M 1.99% +8,787 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 18,217 $3.96M 1.69% -42 13F-HR Timeline Clayton Partners LLC More: the full row for Clayton Partners LLC 18,196 $3.96M 2.88% +65 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 19,006 $3.95M 0.48% +1,255 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 18,161 $3.95M 0.69% -7,155 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 18,142 $3.95M 1.19% +525 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 18,132 $3.94M 0.71% -303 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 18,130 $3.94M 1.25% +45 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 18,080 $3.93M 0.6% -1,532 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 18,070 $3.93M 0.18% +2,226 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 18,046 $3.92M 1.34% +6,412 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 18,035 $3.92M 2.17% +351 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 18,000 $3.91M 0.49% 0 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 18,000 $3.91M 0.13% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 17,998 $3.91M 0.3% -166 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 17,952 $3.9M 2.87% -10 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 17,920 $3.9M 0.09% +1,440 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 17,914 $3.9M 2.13% +507 13F-HR/A Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 17,915 $3.9M 1.06% -1,335 13F-HR/A Timeline DAVIS R M INC More: the full row for DAVIS R M INC 17,900 $3.89M 0.07% +875 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 17,877 $3.89M 0.54% -208 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 17,868 $3.89M 0.41% -1,459 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 17,858 $3.88M 1.85% -433 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 17,853 $3.88M 0.34% -963 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 17,846 $3.88M 0.96% -56 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 17,755 $3.86M 0.56% +1,835 13F-HR Timeline Royal Palms Capital LLC More: the full row for Royal Palms Capital LLC 17,734 $3.86M 3.82% +90 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 17,723 $3.85M 0.39% -18 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 17,715 $3.85M 0.29% -479 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 16,893 $3.85M 1.78% -70 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 17,620 $3.83M 2.26% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 17,605 $3.83M 1.98% 0 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 17,542 $3.82M 0.29% -270 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 17,535 $3.81M 0.79% +2,210 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 17,522 $3.81M 0.52% -260 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 17,516 $3.81M 1.17% +400 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 17,426 $3.79M 0.39% +459 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 17,400 $3.78M 0.4% -33 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 17,385 $3.78M 2.91% -173 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 17,356 $3.77M 0.56% -10 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 17,321 $3.77M 0.74% -65 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 17,314 $3.77M 1.18% +121 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 17,188 $3.74M 1.1% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 17,124 $3.72M 1.79% -47 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 17,115 $3.72M 0.34% -27 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 17,100 $3.72M 0.07% new 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 17,079 $3.71M 0.96% -67 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 17,079 $3.71M 0.1% -8 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 17,054 $3.71M 0.93% -234 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 22,520 $3.71M 2.01% 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 17,032 $3.7M 0.81% -214 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 17,015 $3.7M 0.72% -3,402 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 17,000 $3.7M 1.12% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 16,992 $3.7M 1.05% +940 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 16,991 $3.7M 0.33% -757 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 16,974 $3.69M 0.22% +6,817 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 16,965 $3.69M 2.03% -130 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 16,876 $3.67M 0.57% -216 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 16,835 $3.66M 0.19% +1,480 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 16,822 $3.66M 0.61% -390 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 16,800 $3.65M 0.38% -556 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 16,765 $3.65M 0.07% +12,268 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 16,738 $3.64M 0.45% +325 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 16,702 $3.63M 1.09% -2,775 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 16,628 $3.62M 0.31% -612 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 16,650 $3.6M 0.55% -72 13F-HR Timeline