Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 16,413 $3.75M 1.59% -204 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 16,413 $3.75M 0.49% -3,322 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 16,401 $3.75M 0.87% -600 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 16,400 $3.75M 0.87% -1,100 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 16,383 $3.74M 2.3% +1,753 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 16,352 $3.74M 0.29% -397 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 16,738 $3.73M -255 Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 16,320 $3.73M 2.3% +14,313 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 16,306 $3.73M 0.69% +226 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 16,298 $3.72M 0.58% -138 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 16,226 $3.71M 1.38% -146 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 16,194 $3.7M 1.24% +2 13F-HR/A Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 16,148 $3.69M 0.98% -111 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 16,100 $3.68M 0.16% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 16,068 $3.67M 0.57% +677 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 16,065 $3.67M 1.52% -224 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 16,052 $3.67M 1.01% +259 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 15,986 $3.67M 1.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 16,020 $3.66M 0.67% +158 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 16,013 $3.66M 0.44% -14 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 15,977 $3.65M 0.35% +135 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 15,944 $3.64M 1.41% -115 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 15,920 $3.64M 0.56% +325 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 15,871 $3.63M 0.93% -35 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 15,858 $3.62M 0.34% +157 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 15,844 $3.62M 0.17% +5,257 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 15,815 $3.61M 0.61% -265 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 15,683 $3.58M 2.23% -132 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 15,676 $3.58M 2.29% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 15,652 $3.58M 0.38% +951 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 15,593 $3.56M 0.58% -50 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 15,585 $3.56M 2.24% 13F-HR/A Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 15,572 $3.56M 1.04% -428 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 15,568 $3.56M 0.36% -183 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 15,561 $3.56M 1.02% -98 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 15,548 $3.55M 0.34% -5,674 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 15,534 $3.55M 0.8% +155 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 15,512 $3.54M 0.77% -1 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 15,510 $3.54M 0.64% -56 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 15,497 $3.54M 1.85% -1,194 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 15,480 $3.54M 2.23% -158 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 15,408 $3.52M 1.15% -521 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 15,944 $3.52M 0.12% -775 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 15,390 $3.52M 0.48% +755 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 15,388 $3.52M 0.26% +2,739 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 15,368 $3.51M 0.1% +6,130 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 15,367 $3.51M 0.38% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 15,355 $3.51M 0.19% -241 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 15,342 $3.51M 1.76% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 15,332 $3.5M 2.25% -50 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 15,330 $3.5M 0.69% -4 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 15,325 $3.5M 0.7% +2,057 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 15,307 $3.5M 2.34% +4,065 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 15,275 $3.49M 0.19% -93 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 15,187 $3.47M 1.61% -200 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 15,185 $3.47M 1.26% -1,659 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 15,133 $3.46M 1.3% +6 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 15,117 $3.45M 0.19% -110 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 15,102 $3.45M 3.25% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 15,097 $3.45M 0.2% -4,928 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 29,492 $3.45M 0.7% -243 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 15,055 $3.44M 0.04% +75 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 15,055 $3.44M 0.96% +192 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 17,399 $3.44M 0.31% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 15,035 $3.44M 1.02% +317 13F-HR Timeline ADVENT CAPITAL MANAGEMENT /DE/ More: the full row for ADVENT CAPITAL MANAGEMENT /DE/ 15,000 $3.43M 0.08% new 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 14,972 $3.42M 0.79% 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 14,931 $3.41M 1.53% -1,061 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,911 $3.41M 0.41% +662 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 14,909 $3.41M 0.38% +71 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 15,412 $3.4M 0.55% -75 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 14,887 $3.4M 0.37% +611 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 14,872 $3.4M 0.38% -248 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 14,856 $3.39M 0.8% -398 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 14,851 $3.39M 3.48% -660 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,835 $3.39M 0.27% -480 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 14,822 $3.39M 0.37% -123 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 14,798 $3.38M 0.1% +442 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 14,786 $3.38M 0.73% -5,677 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 14,784 $3.38M 0.05% -15,872 13F-HR Timeline Group Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 14,767 $3.37M 0.6% +489 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 14,743 $3.37M 0.33% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 14,737 $3.37M 0.76% -5 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 14,733 $3.37M 0.68% +104 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 14,643 $3.36M 0.45% -3,949 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 14,719 $3.36M 0.82% -7 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 14,717 $3.36M 0.23% +245 13F-HR Timeline Stolper Co More: the full row for Stolper Co 14,705 $3.36M 0.99% -8 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 14,701 $3.36M 0.66% +1,440 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 14,686 $3.36M 2.71% -1,400 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 14,627 $3.34M 1.78% +967 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 14,626 $3.34M 1.67% -6 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 14,616 $3.34M 0.06% +106 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 14,596 $3.34M 1.38% -50 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 14,556 $3.33M 0.53% 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 14,552 $3.32M 0.52% +306 13F-HR Timeline Artia Global Partners LP More: the full row for Artia Global Partners LP 14,500 $3.31M 0.53% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 14,495 $3.31M 1.1% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 14,392 $3.29M 0.48% 0 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 14,374 $3.28M +2,327 Timeline CNB Bank More: the full row for CNB Bank 14,303 $3.27M 1.34% -102 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 14,279 $3.26M 0.51% +431 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,961 $3.26M 0.33% -279 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 14,252 $3.26M 0.64% +2,967 13F-HR/A Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 14,233 $3.25M 0.36% +785 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 14,228 $3.25M 0.3% -758 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 14,227 $3.25M 1.07% -345 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 14,214 $3.25M 0.14% +168 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 14,209 $3.25M 0.01% -246,480 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 14,175 $3.24M 0.75% 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 14,153 $3.23M 0.75% -1,749 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 14,145 $3.23M 2.52% -100 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 14,092 $3.22M 0.44% -62 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 14,072 $3.22M 0.32% +4 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 14,032 $3.21M 0.43% -1,687 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 13,993 $3.2M 0.04% +5,933 13F-HR Timeline Group South Street Advisors LLC More: the full row for South Street Advisors LLC 13,971 $3.19M 0.45% +1,345 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13,915 $3.18M 0.32% +144 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 13,892 $3.17M 0.33% -54 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,885 $3.17M 0.17% -483 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 13,854 $3.17M 2.69% -15 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 13,784 $3.15M 0.6% -1,656 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 13,743 $3.14M 1.56% +1 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 13,727 $3.14M 1.42% +230 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13,673 $3.12M 0.49% -984 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 13,670 $3.12M 1.2% -81 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 13,661 $3.12M 0.35% +693 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,611 $3.11M 0.16% +78 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 13,609 $3.11M 0.69% -569 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 13,598 $3.11M 0.56% -1,042 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,555 $3.1M 0.14% +237 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13,552 $3.1M 0.38% -29 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 13,530 $3.1M 0.39% new 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 13,507 $3.09M 0.31% +407 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 13,459 $3.08M 1.98% -476 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 13,449 $3.07M 1.11% -276 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 13,445 $3.07M 0.11% -39 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 13,439 $3.07M 0.53% +31 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,365 $3.07M 0.21% +1,405 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 13,432 $3.07M 0.25% -203 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 13,416 $3.07M 0.72% -52 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 13,404 $3.06M 0.16% -1,792 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 13,403 $3.06M 0.28% -85 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 13,343 $3.05M 0.73% -202 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 13,344 $3.05M 0.32% -278 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 13,325 $3.04M 0.58% -45 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 13,302 $3.04M 0.25% +60 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 13,294 $3.04M 2.78% +25 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 13,284 $3.04M 1.71% -734 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 13,263 $3.03M 0.4% +1,095 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 13,240 $3.02M 0.5% -1,025 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 13,217 $3.02M 2.85% -49 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 13,214 $3.02M 0.81% -16 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 13,201 $3.02M 1.33% +2,338 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 13,181 $3.01M 0.13% +1 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,168 $3.01M 0.15% +450 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 13,157 $3.01M 2.25% -25 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 13,095 $2.99M 1.02% 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 13,075 $2.99M 1.16% -450 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 13,067 $2.99M 0.51% -330 13F-HR/A Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 13,045 $2.98M 1.07% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 13,035 $2.98M 1.8% -71 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 13,035 $2.98M 0.68% -57 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 13,033 $2.98M 1.36% -185 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 13,008 $2.97M +56 Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 13,005 $2.97M 0.26% +5,767 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 12,996 $2.97M 0.75% -190 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 12,995 $2.97M 1.17% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 12,983 $2.97M 0.18% +3,478 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 12,982 $2.97M 1.38% -276 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 15,409 $2.96M 1.37% +5,131 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 12,933 $2.96M 0.07% +723 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 12,883 $2.94M 0.26% -264 13F-HR Timeline Group Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 13,036 $2.93M 2.37% 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 12,790 $2.92M 0.29% +7,925 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 12,777 $2.92M 0.88% +7,047 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 12,757 $2.91M 2.31% 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 12,756 $2.91M 0.54% -479 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 12,730 $2.91M 0.64% -27 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 12,721 $2.91M 0.43% -242 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 12,673 $2.9M 2.1% +3,235 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 12,673 $2.9M 1.67% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 14,019 $2.87M 0.32% -288 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 12,569 $2.87M 0.18% -1,272 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 12,556 $2.87M +442 Timeline LAWOOD & CO More: the full row for LAWOOD & CO 12,555 $2.87M 2.72% 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,512 $2.86M 0.46% -567 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 12,511 $2.86M 0.39% +504 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 12,506 $2.86M 0.81% -35 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 12,504 $2.86M 0.38% +2,279 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 12,436 $2.84M 0.14% +6,956 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 12,413 $2.84M 0.81% +25 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 12,415 $2.84M 0.66% -12,545 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 12,410 $2.84M 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 12,399 $2.83M 0.16% +1,576 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 12,853 $2.83M 0.37% -313 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 12,370 $2.83M 1.59% -1,625 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 12,311 $2.81M 0.3% +23 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12,254 $2.8M 0.61% -130 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 12,221 $2.79M 0.42% +131 13F-HR Timeline