XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 17,435 $1.79M 1.01% -6,539 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 17,380 $1.78M 0.66% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 17,342 $1.78M 0.29% -510 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 17,324 $1.78M <0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 17,297 $1.78M 0.08% +452 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 17,272 $1.77M 0.85% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 17,160 $1.76M 0.56% -1,886 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 17,084 $1.75M 0.25% +132 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 17,068 $1.75M 0.44% -200 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 16,987 $1.74M 0.04% +6,459 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 16,939 $1.74M 0.31% -14,503 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 16,937 $1.74M 0.61% -682 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 17,944 $1.74M 0.12% -488 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 16,888 $1.73M 0.71% +8 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 16,861 $1.73M 0.32% +2,934 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 16,766 $1.72M 0.14% -1,761 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 16,755 $1.72M 0.21% -2,940 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 16,852 $1.72M 0.3% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 16,679 $1.71M 0.65% +626 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 16,643 $1.71M 0.5% +87 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 16,618 $1.71M 0.45% +89 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 16,615 $1.71M 0.09% +11,474 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 16,614 $1.71M 0.06% -1,093 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 16,588 $1.7M 0.08% -6,528 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 16,587 $1.7M 1% 0 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 16,543 $1.7M 1.55% -2,984 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 16,531 $1.7M 0.26% -178 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 16,515 $1.7M 0.15% -1,254 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 16,490 $1.69M 0.1% +16,210 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 16,474 $1.69M 0.94% +1,105 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 16,460 $1.69M 0.55% -2,298 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 16,446 $1.69M 1.22% +716 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 16,439 $1.69M 0.53% -667 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,410 $1.68M 0.04% -2,381 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 16,410 $1.68M 0.45% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 16,396 $1.68M 0.01% -11,916 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,391 $1.68M 0.1% -263 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 16,373 $1.68M 0.52% -114 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 16,367 $1.68M 0.13% -17,294 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. 16,351 $1.68M 0.23% -315 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 16,311 $1.67M 0.74% -5,000 13F-HR/A Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 16,456 $1.67M 0.1% -13,233 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 16,178 $1.66M 0.38% -558 13F-HR Timeline BANK OZK More: the full row for BANK OZK 16,171 $1.66M 0.59% -149 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 16,116 $1.65M 0.55% +5,800 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,060 $1.65M 0.12% -298 13F-HR/A Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 15,992 $1.64M 0.22% +5 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 15,987 $1.64M 0.02% +10,092 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 15,984 $1.64M 0.1% -31 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 15,941 $1.64M 1.11% +340 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 15,930 $1.64M 0.64% +93 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 15,929 $1.64M 0.46% +269 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 15,891 $1.63M 0.14% +417 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 15,889 $1.63M 0.14% -294 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 15,886 $1.63M 0.18% +13,354 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,858 $1.63M 0.09% -5,560 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,806 $1.62M 0.09% +2,243 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 15,783 $1.62M 0.16% -9,042 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 15,750 $1.62M 0.36% -149 13F-HR/A Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 15,733 $1.62M 0.14% -12,578 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 15,814 $1.61M 0.95% +1,444 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 15,670 $1.61M 0.2% -184 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 15,637 $1.61M 0.43% -3,366 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 15,615 $1.6M 0.33% +117 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 15,613 $1.6M 0.94% +1,053 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 15,583 $1.6M 0.18% +670 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 15,574 $1.6M 0.22% -1,169 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 15,571 $1.6M 0.14% -1,128 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 15,558 $1.6M 0.62% +514 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 15,536 $1.6M 0.35% -65 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 15,511 $1.59M 0.23% -22 13F-HR Timeline Group Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 15,506 $1.59M 0.02% -5,824 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 15,502 $1.59M 0.06% -1,181 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 15,488 $1.59M 0.66% -44 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 15,419 $1.58M 0.53% +175 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 15,538 $1.58M 0.21% +2,060 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 17,210 $1.58M 0.25% -2,112 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 15,337 $1.57M 0.26% -1,013 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 15,284 $1.57M 0.18% -455 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 15,270 $1.57M 0.18% -1,326 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,200 $1.56M 0.04% +675 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 15,177 $1.56M 1.05% -165 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 17,872 $1.56M 0.82% -24,946 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 15,173 $1.56M 0.11% +26 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 15,113 $1.55M 0.03% +675 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 15,099 $1.55M 0.43% -769 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 15,081 $1.55M 0.01% -3,947,149 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 15,080 $1.55M 0.35% +6,590 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15,077 $1.55M 0.34% +36 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 15,070 $1.55M 0.19% -3,526 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 15,051 $1.55M 0.07% +739 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 15,000 $1.54M 0.59% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 14,992 $1.54M 0.1% -8,018 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,992 $1.54M 0.05% +657 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 14,927 $1.53M 0.15% -351 13F-HR Timeline Group Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 14,927 $1.53M 1.17% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 14,914 $1.53M 0.24% -863 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 14,869 $1.53M 0.1% -6,941 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 14,868 $1.53M 0.4% +21 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 14,823 $1.52M 0.1% +619 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 14,821 $1.52M 0.02% -3,479 13F-HR Timeline Group Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 14,812 $1.52M 0.78% +2,406 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 14,811 $1.52M 0.35% -278 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 14,802 $1.52M 0.13% -1,102 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 14,788 $1.52M 0.4% -1,880 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 14,786 $1.52M 0.11% 0 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 14,786 $1.52M 0.34% -3,958 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 14,785 $1.52M 0.83% +50 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 14,782 $1.52M 0.09% +700 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 14,728 $1.51M 0.75% -499 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 14,725 $1.51M 0.52% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 14,600 $1.5M 0.25% -250 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 14,599 $1.5M 0.24% +71 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 11,291 $1.5M 0.89% +20 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 14,571 $1.5M -17,374 Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 14,522 $1.49M 0.34% -1,965 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 14,522 $1.49M 0.68% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 14,486 $1.49M 0.57% -97 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 14,472 $1.49M 0.15% +33 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,449 $1.48M 0.07% +308 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 14,448 $1.48M 0.11% +3,383 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 14,407 $1.48M 0.08% -134 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 14,339 $1.47M 0.38% -210 13F-HR Timeline 111 Capital More: the full row for 111 Capital 14,335 $1.47M 0.36% +11,743 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 14,281 $1.47M 0.35% -1,916 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 14,277 $1.47M 0.15% -894 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 14,275 $1.47M 0.48% -1,700 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 14,271 $1.47M 0.4% -25 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 17,289 $1.46M 0.03% -1,149 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 14,178 $1.46M 0.42% -892 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 14,155 $1.45M 0.35% -379 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 14,152 $1.45M 0.66% +3,504 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 14,133 $1.45M 1.15% -260 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 14,128 $1.45M 0.03% -2,080 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 14,123 $1.45M 0.72% +966 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 14,100 $1.45M 0.37% -470 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,078 $1.45M 0.07% -8,584 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 14,057 $1.44M 0.04% -589 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 14,041 $1.44M 0.02% -115 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 14,039 $1.44M 0.01% -15,973 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 14,037 $1.44M 0.16% 0 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 15,727 $1.43M 0.74% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13,905 $1.43M 0.09% -329 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 13,899 $1.43M 0.17% -516 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,877 $1.42M 0.12% +1,215 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 13,873 $1.42M 0.14% -615 13F-HR Timeline Group Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 13,867 $1.42M 0.25% -50 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,860 $1.42M 0.07% +403 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 13,856 $1.42M 0.03% -218 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 13,837 $1.42M 0.1% -19 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 13,798 $1.42M 0.04% -327 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 13,776 $1.41M 0.02% -1,444 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 13,747 $1.41M 0.3% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 13,746 $1.41M 0.08% -15,701 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 13,729 $1.41M 0.2% -1,301 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 13,698 $1.41M 0.08% -1,002 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 15,384 $1.41M 0.09% -16,758 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 13,663 $1.4M 0.44% -1,242 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 13,659 $1.4M 0.08% -2,779 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 13,659 $1.4M 0.44% +371 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 13,644 $1.4M 0.01% +832 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 13,628 $1.4M 0.5% -215 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 13,624 $1.4M 0.95% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 13,610 $1.4M 0.14% 0 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 13,545 $1.39M 0.55% +1,521 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 13,533 $1.39M 0.15% +478 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 13,538 $1.39M 0.03% +5,927 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,504 $1.39M 0.06% -238 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 13,482 $1.38M 0.69% +2 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 13,441 $1.38M 0.51% +573 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 13,410 $1.38M 0.31% +1,085 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 13,400 $1.38M 0.12% +1,012 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 13,361 $1.37M 0.61% -15,492 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,341 $1.37M 0.04% -7,531 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 13,279 $1.36M 0.34% -390 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 13,258 $1.36M 0.17% -3,004 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 13,251 $1.36M 0.67% +3,002 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 13,127 $1.35M 0.51% -390 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 13,118 $1.35M 0.67% +250 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 13,037 $1.34M 0.1% -1,391 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 13,022 $1.34M 0.65% +1,683 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 11,737 $1.34M 0.46% +732 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 13,000 $1.33M 0.2% 0 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 12,997 $1.33M 0.19% -1,437 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 12,953 $1.33M 0.06% -58 13F-HR Timeline Hennion & Walsh Asset Management, Inc. 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