DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 16,117 $2.86M 0.78% -63 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 16,080 $2.86M 0.11% -1,702 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 16,054 $2.85M 0.59% 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 16,040 $2.85M 0.51% +62 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 16,036 $2.85M 0.38% -658 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 16,034 $2.85M 1.81% 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 15,985 $2.84M 1.33% 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 15,980 $2.84M 0.75% +642 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 15,941 $2.83M 0.62% +5,721 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 15,930 $2.83M 0.19% -321 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 15,905 $2.83M 1.99% 0 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 15,895 $2.82M 1.37% -1,500 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 15,879 $2.82M +1,106 Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 16,508 $2.82M 0.18% +1,523 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 15,847 $2.82M 0.28% +10,947 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,824 $2.81M 0.14% +11,281 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 15,788 $2.81M 0.82% +239 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 15,782 $2.8M 0.41% -50 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 15,770 $2.8M 0.92% -435 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 15,748 $2.8M 2.39% 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 15,748 $2.8M 0.97% -97 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 15,687 $2.79M 0.56% +2,151 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 15,655 $2.78M 0.25% +244 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 15,653 $2.78M 0.94% -2,103 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 15,652 $2.78M 0.42% -342 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 15,615 $2.77M 0.63% +315 13F-HR Timeline CNB Bank More: the full row for CNB Bank 15,603 $2.77M 1.29% -414 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 15,576 $2.77M 0.26% +9,231 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 15,569 $2.77M 0.68% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 16,108 $2.76M 1.74% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 15,510 $2.76M 0.9% -160 13F-HR Timeline COLRAIN CAPITAL LLC More: the full row for COLRAIN CAPITAL LLC 15,500 $2.75M 2.7% 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 15,472 $2.75M 0.89% -2,023 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 16,060 $2.74M 0.16% -395 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 15,439 $2.74M 2.46% 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 15,418 $2.74M 0.16% +45 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 15,412 $2.74M 1.46% -328 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 15,400 $2.74M 1.24% +1,732 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 15,375 $2.73M 0.29% +307 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 15,362 $2.73M 1.44% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 15,353 $2.73M 0.57% -633 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 15,338 $2.73M 0.81% +3,502 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 15,252 $2.71M 0.09% -283 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 15,247 $2.71M 0.25% +3,947 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 15,242 $2.71M 0.77% -156 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 15,221 $2.7M 1.35% -350 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 15,192 $2.7M 0.32% -90 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 15,175 $2.7M 1.15% +283 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 15,146 $2.69M 0.45% +289 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 15,068 $2.68M 0.31% -419 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 15,000 $2.67M 0.49% +2,626 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 15,012 $2.67M 0.18% +219 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 14,984 $2.66M 0.71% -13,165 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 14,982 $2.66M 0.06% +27 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 14,964 $2.66M 0.32% -4,000 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,962 $2.66M 0.26% +987 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 14,946 $2.66M 0.32% -217 13F-HR Timeline MIZUHO FINANCIAL GROUP INC group of 3 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 14,937 $2.65M -17,420 Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 14,914 $2.65M 0.18% +885 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 14,852 $2.64M 1.08% +142 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 14,843 $2.64M 0.41% -430 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 14,836 $2.64M 0.3% +462 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 14,795 $2.63M 1.33% +1,229 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 14,794 $2.63M 1.21% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 14,793 $2.63M 1.3% -560 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 14,778 $2.63M 2.06% -212 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 14,751 $2.62M 1.58% -48 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 14,747 $2.62M 0.62% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 14,742 $2.62M 0.35% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 14,732 $2.62M 0.53% +290 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 14,726 $2.62M 0.48% -16 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 14,719 $2.62M 2.57% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 14,660 $2.61M 1% +2,608 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,658 $2.6M 0.95% -162 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 14,634 $2.6M 0.86% +36 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 14,628 $2.6M 0.57% +140 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 14,573 $2.59M 0.07% 0 13F-HR Timeline Poplar Forest Capital LLC More: the full row for Poplar Forest Capital LLC 14,513 $2.58M 0.47% -62 13F-HR Timeline Stolper Co More: the full row for Stolper Co 14,506 $2.58M 0.86% +68 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 14,505 $2.58M 0.21% -2 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,495 $2.58M 0.13% +2,122 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 14,481 $2.57M 0.2% -16 13F-HR Timeline SWS Partners More: the full row for SWS Partners 14,444 $2.57M 0.78% -35 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 14,418 $2.56M 0.16% +551 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 14,405 $2.56M 0.33% +96 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 14,400 $2.56M 0.7% +2,200 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 14,387 $2.56M 0.19% -121 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 14,375 $2.55M 1.3% +3,719 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 14,246 $2.53M 0.18% +24 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 14,235 $2.53M 0.32% +34 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 14,229 $2.53M 0.24% -116 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 14,210 $2.53M 0.26% -415 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 14,198 $2.52M 0.23% +4 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 14,159 $2.52M 1.11% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 14,157 $2.52M 0.86% -365 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 14,102 $2.51M 0.24% -20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bangor Savings Bank More: the full row for Bangor Savings Bank 14,074 $2.5M 0.23% +39 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 14,045 $2.5M 1.82% -745 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14,003 $2.49M 0.18% -13,955 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 13,988 $2.49M 0.67% -115 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 13,934 $2.48M 0.5% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 13,930 $2.48M 0.43% 0 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 13,899 $2.47M 1.94% +1,520 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 14,089 $2.47M 1.32% +43 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 13,869 $2.46M 0.58% -270 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 13,839 $2.46M 0.23% -102 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 13,839 $2.46M 0.43% +420 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 13,838 $2.46M 0.18% +2,074 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 13,784 $2.45M 2.42% +27 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 13,755 $2.44M 0.97% -97 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 13,755 $2.44M 0.84% +387 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 13,725 $2.44M 0.36% +210 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 13,722 $2.44M 0.1% -34,744 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 13,657 $2.43M 0.67% -66 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 13,652 $2.43M 1.09% +14 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 13,638 $2.42M 0.13% +24 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 13,633 $2.42M 0.24% +11,685 13F-HR/A Timeline Group Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 13,608 $2.42M 1.26% -135 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 13,638 $2.42M 0.75% +493 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 13,595 $2.42M 0.72% +499 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 13,517 $2.4M 1.68% -6,116 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 14,090 $2.4M 0.64% 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 13,629 $2.4M 0.89% +247 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 13,510 $2.4M 1.84% -159 13F-HR/A Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 13,500 $2.4M 0.3% +1,700 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 13,486 $2.4M 0.46% -409 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 13,485 $2.4M 1.83% 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 13,475 $2.39M 0.04% +5,371 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 13,469 $2.39M 1.55% +147 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 12,477 $2.39M 0.33% +175 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 13,431 $2.39M 0.52% -270 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 13,429 $2.39M 0.53% -61 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 13,425 $2.39M 0.42% -297 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 13,415 $2.38M 1.1% +200 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 13,414 $2.38M 0.33% -210 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,412 $2.38M 0.25% -6,870 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 13,407 $2.38M 0.1% -74 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 13,406 $2.38M 0.65% -166 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 13,341 $2.37M 1.09% +1,231 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 13,328 $2.37M 0.01% -672 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 13,317 $2.37M 0.65% -215 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 13,315 $2.37M 0.27% +881 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 13,312 $2.37M 1.12% -250 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 13,277 $2.36M 0.01% -471 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 13,265 $2.36M 0.15% +1,619 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 13,260 $2.36M 0.87% -3,161 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 13,027 $2.35M 1.78% +22 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 13,413 $2.35M 0.45% -1,366 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 13,196 $2.34M 0.01% -6,555 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 13,184 $2.34M 1.16% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 13,582 $2.34M 0.37% +102 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 13,141 $2.34M 0.32% +282 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 13,132 $2.33M 0.78% +925 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 13,103 $2.33M 0.46% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 13,089 $2.33M 0.63% +1,377 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 13,036 $2.32M 0.79% -18 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 13,018 $2.31M 2.31% new 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 13,016 $2.31M 0.7% -80 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,014 $2.31M 0.16% +316 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 13,005 $2.31M 0.91% -20 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 13,559 $2.31M 1.06% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 12,983 $2.31M 0.28% -414 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 12,981 $2.31M 0.75% -115 13F-HR Timeline Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. More: the full row for Alyeska Investment Group, L.P. 12,957 $2.3M 0.01% new 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 12,928 $2.3M 0.65% 0 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 12,999 $2.29M 0.06% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,866 $2.29M 0.21% +1,413 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 12,841 $2.28M 0.13% +58 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 12,832 $2.28M 0.43% +363 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 12,799 $2.27M 0.89% -138 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 12,772 $2.27M 0.17% +180 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 12,745 $2.26M 1.19% +104 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 12,743 $2.26M 1.55% -10,040 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 12,714 $2.26M 0.35% -1,247 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 12,681 $2.25M 0.29% -763 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 12,573 $2.23M 0.62% +317 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 12,555 $2.23M 0.52% -678 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 12,546 $2.23M 0.58% -529 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 12,541 $2.23M 0.34% +1,337 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 12,527 $2.23M +1,622 Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 12,508 $2.22M 1.12% +230 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 12,436 $2.21M 1.51% -559 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 12,432 $2.21M 0.77% -258 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 12,410 $2.21M 0.02% -100 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 12,373 $2.2M 0.19% -3,985 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 12,365 $2.2M 0.12% +407 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 12,354 $2.2M 1.24% +9,783 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 12,338 $2.19M 0.28% +35 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,333 $2.19M 0.16% -24,739 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 12,328 $2.19M 0.01% -84,001 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12,319 $2.19M 0.55% +149 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 12,275 $2.18M 0.97% +760 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 12,222 $2.17M 0.45% -1,550 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 12,208 $2.17M 1.32% +557 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 12,200 $2.17M 0.57% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 12,150 $2.16M 0.66% +55 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 12,096 $2.16M 0.29% +2,535 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 12,111 $2.15M 0.1% +147 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,088 $2.15M 0.32% -2,985 13F-HR/A Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 11,224 $2.15M 0.6% +197 13F-HR Timeline