GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 12,089 $2.8M 0.18% -492 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 12,075 $2.8M 0.76% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 12,074 $2.8M 0.3% -308 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 12,054 $2.79M 0.93% -3,886 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 12,047 $2.79M -2,519 Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 12,044 $2.79M 0.33% -21 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 12,007 $2.78M 0.4% +135 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 12,003 $2.78M 1.75% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 12,002 $2.78M 0.91% +130 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 11,984 $2.77M 1.14% +74 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,981 $2.77M 0.26% -3,229 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,960 $2.77M 0.21% +5,777 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 11,955 $2.77M 1.67% -504 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 11,951 $2.77M 0.82% -167 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 11,940 $2.76M 0.07% -2,240 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 11,939 $2.76M 0.56% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 11,937 $2.76M 0.23% -778 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 11,884 $2.75M 2.13% -142 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,868 $2.75M 0.17% -87 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 11,833 $2.74M 1.41% +52 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 11,806 $2.73M 0.34% -414 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 11,805 $2.73M 1.08% +5 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 11,769 $2.73M 0.63% +202 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 11,752 $2.72M 0.6% +159 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 11,749 $2.72M 1.05% +476 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 418 $2.72M 0.75% -11,250 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 11,675 $2.7M 0.67% -14 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 11,675 $2.7M 0.46% +8,598 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 11,660 $2.7M 0.2% +903 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 11,616 $2.69M 0.38% -100 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 11,527 $2.67M 0.51% -465 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 11,526 $2.67M 0.11% -341 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 11,522 $2.67M 1.57% -10 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 11,613 $2.67M 0.25% -82 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 11,498 $2.66M 0.39% -472 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 11,494 $2.66M 0.78% -89 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 11,478 $2.66M 2.07% -490 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 11,477 $2.66M 1.49% 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 11,473 $2.66M 0.37% +173 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 11,455 $2.65M 0.81% -198 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 11,445 $2.65M 0.36% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 11,444 $2.65M 0.21% -249 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 11,441 $2.65M 0.11% +677 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 11,431 $2.65M 0.23% -601 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 11,414 $2.64M 0.33% -108 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 11,384 $2.64M 1.2% -657 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 12,046 $2.63M 1.36% 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 11,379 $2.63M 1.11% -529 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,362 $2.63M 0.03% +169 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 11,349 $2.63M 1.37% -12 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,331 $2.62M 0.34% +98 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 11,322 $2.62M 0.04% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 11,296 $2.62M 1.22% -585 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 11,292 $2.61M 1.49% +517 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 11,285 $2.61M 0.44% -43 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 11,267 $2.61M 0.24% 0 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 11,264 $2.61M 1.5% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 11,258 $2.61M 0.63% new 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 11,255 $2.61M 2.82% +206 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 11,242 $2.6M 1.83% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 11,220 $2.6M 1.03% +500 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,149 $2.58M 0.09% -642 13F-HR Timeline Group OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 11,105 $2.57M 0.83% -98 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 11,100 $2.57M 0.17% -680 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 11,098 $2.57M 1% -100 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 11,088 $2.57M 0.54% +9 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,085 $2.57M 0.17% -24 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 11,078 $2.57M 0.41% -390 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,067 $2.56M 0.43% +1,205 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,067 $2.56M 0.49% -150 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 11,022 $2.55M 0.32% +2 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,992 $2.55M 0.21% -217 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 10,967 $2.54M 1.65% -37 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,952 $2.54M 1.76% +714 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 10,906 $2.53M 0.21% -5,131 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 10,901 $2.52M 0.77% -619 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 10,887 $2.52M 1.85% +962 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 10,873 $2.52M 1.23% +350 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 10,863 $2.52M 1.14% +1,299 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 10,832 $2.51M 0.31% +1,130 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10,823 $2.51M 0.15% +1 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 10,780 $2.5M 0.37% -2,251 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 10,750 $2.49M 0.94% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 10,694 $2.48M 0.95% -200 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 10,684 $2.47M 0.58% -1,054 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 10,683 $2.47M 0.67% -36 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 10,673 $2.47M 1.23% -180 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 10,653 $2.47M 1.35% +957 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 10,649 $2.47M 1.81% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,637 $2.46M 0.1% +55 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 10,631 $2.46M 1.05% +14 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 10,621 $2.46M 0.73% +226 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 10,598 $2.45M 0.12% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 10,587 $2.45M 0.12% +375 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 10,570 $2.45M 1.03% -22 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 10,563 $2.45M 0.5% -10 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,556 $2.44M 0.2% +2,259 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 10,549 $2.44M 0.95% +409 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 10,514 $2.43M +781 Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 10,508 $2.43M 0.74% -50 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 10,504 $2.43M 0.24% +127 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,502 $2.43M 0.11% -1,301 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 10,473 $2.42M <0.01% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 10,428 $2.42M 1.1% +1 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 10,431 $2.41M 2.32% -648 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 10,423 $2.41M 0.7% -135 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10,407 $2.41M 0.24% -174 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,386 $2.4M 0.18% +50 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,367 $2.4M 0.25% -86 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 10,345 $2.4M 0.21% +7,851 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 10,344 $2.39M 0.85% +756 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 12,883 $2.39M 0.9% +2,126 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,325 $2.39M 0.04% +761 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 10,310 $2.39M 0.74% +3,981 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,294 $2.38M 0.14% +279 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,291 $2.38M 0.1% +330 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 10,261 $2.38M 0.17% +415 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,253 $2.37M 0.06% +104 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 10,248 $2.37M 1.8% +23 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 10,239 $2.37M 0.43% -2,804 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 10,225 $2.37M 0.33% +7,932 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 10,173 $2.36M 0.9% -157 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,161 $2.35M 0.61% +162 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 10,098 $2.34M 0.75% -181 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 10,077 $2.33M 0.21% +1,141 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 10,076 $2.33M 0.29% -420 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,052 $2.33M 0.08% +6,958 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 10,050 $2.33M 0.52% +90 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 10,042 $2.33M 0.66% -262 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 10,079 $2.32M 0.78% +43 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 10,032 $2.32M 1.76% +87 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,026 $2.32M 0.56% -241 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,019 $2.32M 0.75% -24 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 10,003 $2.32M 0.19% +150 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 10,003 $2.32M 1.79% -48 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 10,000 $2.32M 0.99% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 9,986 $2.31M 0.03% -349 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 9,964 $2.31M 1.87% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,963 $2.31M 0.5% +1,698 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 9,959 $2.31M 1.1% -348 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 9,934 $2.3M 1.12% -40 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,932 $2.3M 0.79% +1 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 9,919 $2.3M 0.4% -722 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 9,913 $2.3M 0.88% -10 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 9,911 $2.29M 0.73% 0 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 9,909 $2.29M 1.38% -4,330 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 10,278 $2.29M 1.11% -1,054 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 9,998 $2.29M 0.47% -3 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 9,899 $2.29M 0.32% +493 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 9,894 $2.29M 1.28% +99 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 9,875 $2.29M 1.03% +109 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 9,857 $2.28M 1.08% -69 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 9,838 $2.28M 0.36% -60 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,817 $2.27M 0.44% +178 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,798 $2.27M 0.53% +626 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,796 $2.27M 0.08% -77 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,780 $2.26M 0.64% +908 13F-HR Timeline Atle Fund Management AB More: the full row for Atle Fund Management AB 92,105 $2.26M 8.4% +5,172 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 9,775 $2.26M 0.49% +301 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 9,761 $2.26M 0.51% +4 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 9,741 $2.26M 0.74% -81 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 9,740 $2.26M 0.27% +58 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 10,090 $2.25M 0.13% -190 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 9,724 $2.25M 0.95% -699 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 9,717 $2.25M 0.18% -134 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,245 $2.24M 0.16% +201 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 9,688 $2.24M 0.41% +1,378 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 9,681 $2.24M 0.13% +507 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 9,675 $2.24M 0.95% +507 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9,674 $2.24M 0.33% +31 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 9,640 $2.23M 0.31% +267 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 9,785 $2.23M 0.75% -226 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 9,636 $2.23M 0.19% +10 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 9,636 $2.23M 1.37% +1 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 9,617 $2.23M 1.55% +2,409 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 9,614 $2.23M 0.23% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 9,593 $2.22M 0.91% +451 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 9,582 $2.22M 1.08% 0 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 9,559 $2.21M 1.37% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 9,550 $2.21M 0.71% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 9,544 $2.21M 0.28% +1,485 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 9,529 $2.21M 0.14% +1,727 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 9,517 $2.2M 0.12% +415 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,517 $2.2M 0.54% -81 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 9,506 $2.2M 1.09% -150 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,505 $2.2M 0.15% +587 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,694 $2.2M 0.05% +524 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,495 $2.2M 0.36% -227 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,494 $2.2M 0.19% -187 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 9,491 $2.2M 0.22% -240 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 9,490 $2.2M 0.15% +10 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 9,486 $2.2M 1.02% +58 13F-HR Timeline Edgestream Partners, L.P. 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