Triton Financial Group Inc More: the full row for Triton Financial Group Inc 18,053 $2.26M 1.5% +540 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 17,912 $2.24M 0.42% +790 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 17,906 $2.24M 0.5% +478 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 17,869 $2.24M 0.02% -1,105 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 17,856 $2.24M 0.16% +479 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 17,852 $2.24M 0.35% -375 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 17,769 $2.23M 0.22% +12,260 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 17,750 $2.22M 0.11% -58,606 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 17,739 $2.22M 0.22% +240 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,707 $2.22M 0.08% -259 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 17,660 $2.21M 0.23% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 17,619 $2.21M 0.74% +67 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 17,324 $2.17M <0.01% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 17,289 $2.17M 0.73% -342 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 17,272 $2.16M 1.36% +31 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 17,268 $2.16M 0.56% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 17,154 $2.15M 0.06% new 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 17,125 $2.15M 1.38% -190 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 17,106 $2.14M 0.62% -127 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 17,052 $2.14M 0.51% +359 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 17,041 $2.14M 0.14% -6,009 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16,994 $2.13M 0.26% +7,872 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 16,961 $2.12M 0.11% +296 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 16,952 $2.12M 0.28% +146 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 16,934 $2.12M 0.06% +8,421 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 16,930 $2.12M 0.22% +691 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 16,880 $2.11M 0.86% +256 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 16,866 $2.11M 0.07% +835 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 16,845 $2.11M 0.1% +2,222 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 19,322 $2.1M 0.34% -608 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 18,403 $2.1M 0.19% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 16,743 $2.1M 0.28% +78 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 16,738 $2.1M 0.06% -315 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 16,736 $2.1M 0.52% +1,309 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 16,709 $2.09M 0.3% -138 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 16,699 $2.09M 0.18% -171 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 16,683 $2.09M 0.08% -1,008 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 16,668 $2.09M 0.56% -289 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 16,666 $2.09M 0.28% +105 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,654 $2.09M 0.12% -640 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 16,639 $2.08M 0.15% +1,818 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 16,596 $2.08M 0.24% -604 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 16,587 $2.08M 1.29% 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 16,583 $2.08M 0.75% new 13F-HR Timeline Group Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 16,556 $2.07M 0.63% +79 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 16,529 $2.07M 0.53% +71 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 16,487 $2.07M 0.47% -913 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 16,487 $2.07M 0.59% -98 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 16,477 $2.06M 0.04% +11,876 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 16,438 $2.06M 0.12% +3,799 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 16,410 $2.06M 0.53% +1,250 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 16,394 $2.05M 0.07% 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,374 $2.05M 0.09% +2,761 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,358 $2.05M 0.14% +113 13F-HR/A Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 16,350 $2.05M 0.32% -376 13F-HR Timeline BANK OZK More: the full row for BANK OZK 16,320 $2.04M 0.72% +294 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 18,438 $2.04M 0.05% +280 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 16,262 $2.04M 0.22% +2,404 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 16,208 $2.03M 0.05% -146 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 16,200 $2.03M 0.59% 0 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 16,197 $2.03M 0.48% +1,145 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 16,183 $2.03M 0.25% -61 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 16,183 $2.03M 0.17% -37 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 16,158 $2.02M 0.73% +515 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 16,053 $2.01M 0.74% +1,980 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 16,015 $2.01M 0.13% -411 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 15,987 $2M 0.26% -1,075 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 15,975 $2M 0.64% +12 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 15,904 $1.99M 0.17% -2,071 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 15,899 $1.99M 0.47% 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 15,880 $1.99M 0.07% -4,080 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 15,868 $1.99M 0.63% +31 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 15,854 $1.99M 0.24% +85 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 15,837 $1.98M 0.75% -94 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 28,698 $1.98M 0.4% -170 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 15,777 $1.98M 0.31% +3,645 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 15,739 $1.97M 0.22% -152 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 15,730 $1.97M 1.45% 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 15,727 $1.97M 1.11% -1,182 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 15,645 $1.97M 0.97% +1,275 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 15,660 $1.96M 0.58% -358 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 15,601 $1.95M 0.43% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 15,601 $1.95M 1.21% -2,105 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 15,533 $1.95M 0.28% 0 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 15,532 $1.95M 0.82% -195 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 15,498 $1.94M 0.39% -163 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 15,474 $1.94M 0.17% +2,888 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 15,445 $1.94M 0.25% -664 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 15,369 $1.93M 1.09% +390 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 15,342 $1.92M 1.32% -39 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 15,334 $1.92M 0.04% -13 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 15,302 $1.92M 0.1% -2,840 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,302 $1.92M 0.02% -24,215 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 15,278 $1.91M 0.18% -5,562 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 15,257 $1.91M 0.3% +593 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 15,244 $1.91M 0.64% -133 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 15,243 $1.91M 1.43% -40 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 15,227 $1.91M 0.53% -8 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 15,220 $1.91M 0.02% -30,962 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 15,176 $1.9M 0.37% -1,352 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 15,171 $1.9M 0.18% -205 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 15,147 $1.9M 0.14% -55 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 15,135 $1.9M 0.25% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 15,089 $1.89M 0.46% +1 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 15,070 $1.89M 0.52% +52 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 15,044 $1.88M 0.76% +478 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15,041 $1.88M 0.41% +616 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 15,033 $1.88M 0.17% -9 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 15,030 $1.88M 0.26% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 15,000 $1.88M 0.01% +9,715 13F-HR Timeline Group Barbara Oil Co. More: the full row for Barbara Oil Co. 15,000 $1.88M 0.7% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 14,927 $1.87M 1.35% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 14,913 $1.87M 0.21% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 14,905 $1.87M 0.57% +344 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 14,850 $1.86M 0.32% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 14,847 $1.86M 0.49% +17 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 15,559 $1.85M 0.1% -9,132 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 14,786 $1.85M 0.13% +700 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 14,735 $1.85M 1.06% -70 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 14,735 $1.85M 1.06% new 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 14,725 $1.84M 0.66% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 14,700 $1.84M 0.11% +7,861 13F-HR Timeline Blue Sparrow, LLC /DE More: the full row for Blue Sparrow, LLC /DE 14,700 $1.84M 0.03% 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 14,646 $1.83M 0.05% -17,035 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 14,583 $1.83M 0.65% -367 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 14,577 $1.83M 0.39% -103 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 14,570 $1.83M 0.46% +183 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 14,560 $1.82M 1.07% +340 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 14,549 $1.82M 0.46% -587 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 14,541 $1.82M 0.1% +158 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 14,534 $1.82M 0.43% +2,617 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 14,528 $1.82M 0.29% +57 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,525 $1.82M 0.05% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 14,522 $1.82M 0.85% -75 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 14,488 $1.82M 0.15% -397 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 14,439 $1.81M 0.17% +3,100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,438 $1.81M 0.03% -1,313 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 14,434 $1.81M 0.24% -2,064 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 14,428 $1.81M 0.13% -125 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 14,370 $1.81M 0.18% +581 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,420 $1.81M 0.07% -777 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 14,415 $1.81M 0.21% +1,006 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 14,393 $1.8M 1.53% -142 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,335 $1.8M 0.06% -3,975 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,312 $1.79M 0.08% -12,522 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 14,296 $1.79M 0.49% -787 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 14,267 $1.79M 0.44% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,234 $1.78M 0.12% -309 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 14,204 $1.78M 0.12% -213 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 14,156 $1.77M 0.02% -746 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,141 $1.77M 0.08% -1,958 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 14,125 $1.77M 0.06% -82 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 14,124 $1.77M 0.09% -1,277 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 14,089 $1.77M 0.09% +1,415 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 14,082 $1.76M 0.1% -567 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 14,074 $1.76M 0.04% +43 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 14,049 $1.76M 0.34% +5,155 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 14,037 $1.76M 0.18% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 14,031 $1.76M 0.14% -1,500 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 14,029 $1.76M 0.11% -7,990 13F-HR Timeline Group Iowa State Bank More: the full row for Iowa State Bank 13,927 $1.74M 0.33% -815 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 13,917 $1.74M 0.3% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 13,903 $1.74M 0.11% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 13,900 $1.74M 0.45% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 13,867 $1.74M -920 Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 13,856 $1.74M 0.11% +99 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 13,843 $1.73M 0.63% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,809 $1.73M 0.56% +30 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 13,762 $1.72M 0.13% -1,302 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 13,747 $1.72M 0.39% +7,431 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,742 $1.72M 0.08% -4 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 13,669 $1.71M 0.41% +3,317 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 13,624 $1.71M 1.17% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,563 $1.7M 0.1% +1,717 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 13,478 $1.7M 0.23% -1,209 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 13,517 $1.69M 0.56% -59 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 13,480 $1.69M 0.55% +1 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 13,469 $1.69M 0.02% +69 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,457 $1.69M 0.09% -1,117 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 13,432 $1.68M 0.56% +609 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 13,417 $1.68M 0.07% -2,146 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 13,417 $1.68M 0.29% -250 13F-HR/A Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 13,372 $1.68M 1.37% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 13,336 $1.67M 0.16% -954 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 13,334 $1.67M 0.76% -1,119 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 13,302 $1.67M 0.06% -1,600 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 13,288 $1.66M 0.53% -360 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 13,258 $1.66M 0.5% +7,520 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 13,216 $1.66M 0.23% 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 13,157 $1.65M 0.8% -296 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 13,125 $1.64M 0.08% -79 13F-HR Timeline B. 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