FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 2,514 $738K +81 Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,507 $736K 0.04% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,506 $736K 0.07% +57 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,504 $735K 0.28% -261 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,496 $732K 0.35% -115 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,493 $732K 0.02% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,491 $731K 0.32% +1 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,487 $730K 0.25% 0 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,481 $728K 0.55% -117 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,478 $727K 0.04% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,475 $726K 0.13% +1,710 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,473 $726K 0.18% 0 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 2,472 $726K 0.14% -1,135 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,470 $725K 0.04% -627 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,470 $725K 0.22% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,467 $724K 0.05% +1,699 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 2,461 $722K <0.01% -92,074 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,434 $718K 0.26% -2 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,416 $709K 0.21% +10 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,791 $709K 0.11% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,405 $706K 0.15% -218 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,399 $704K 0.1% -255 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,385 $700K 0.16% -1 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,382 $699K 0.16% +461 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,381 $699K 0.13% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,356 $695K 0.05% -6 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,419 $692K 0.24% -407 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,359 $692K 0.16% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,359 $692K 0.02% -87 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,353 $691K 0.03% -1,211 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,335 $685K 0.3% -80 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,332 $685K 0.12% -2 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 2,323 $682K 0.35% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,296 $674K 0.04% -61 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,295 $674K 0.13% -130 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,293 $673K 0.49% -167 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,275 $668K 0.02% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,251 $664K 0.1% +46 13F-HR Timeline Group Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,260 $663K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,259 $662K 0.01% +25 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,250 $660K 0.09% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,250 $660K 0.07% +428 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,240 $657K 0.04% -223 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,217 $651K 0.28% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,211 $649K 0.18% -62 13F-HR/A Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,210 $649K 0.04% 0 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 2,193 $644K 0.15% -41 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,188 $642K 0.14% +33 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,177 $639K 0.29% -21 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,165 $639K 0.02% -91 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 2,173 $638K 1.26% -11 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,173 $638K 0.04% -620 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,168 $636K 0.04% +293 13F-HR Timeline Group AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,160 $634K 0.3% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,147 $630K 0.1% -97 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,139 $628K 0.05% -2 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,139 $628K 0.02% -1,209 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 2,136 $627K 0.41% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,126 $624K 0.06% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,117 $621K 0.05% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,114 $620K 0.35% +157 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 2,101 $617K 0.21% -352 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,100 $616K 0.08% +1,137 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,098 $616K 0.18% -27 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,097 $615K 0.03% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,085 $612K 0.05% +8 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,080 $610K 0.22% 0 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 2,080 $610K 0.33% +12 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 2,072 $608K 0.01% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 2,068 $607K 0.18% +8 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 2,063 $605K 0.4% -7 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 2,059 $604K 0.05% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,053 $603K 0.25% -71 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 2,049 $602K 0.31% +1 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,046 $601K 0.16% -158 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 2,046 $601K 0.11% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,043 $600K 0.46% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,039 $599K 0.03% +49 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,035 $597K 0.4% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,031 $596K 0.08% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,025 $594K <0.01% +1,864 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. McAdam, LLC More: the full row for McAdam, LLC 2,021 $593K 0.03% +129 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 2,000 $587K 0.12% -67 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,000 $587K 0.08% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,996 $586K 0.26% 0 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,987 $583K 0.04% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,972 $579K 0.18% 0 13F-HR Timeline Group Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,967 $577K 0.64% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,958 $575K 0.08% +258 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,952 $573K 0.04% +469 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,952 $573K 0.24% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,951 $573K 0.06% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,951 $573K 0.44% +9 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,940 $572K 0.07% +182 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,945 $571K 0.38% -11 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,945 $571K 0.07% +1 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,940 $569K 0.23% -3 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,939 $569K 0.27% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,930 $566K 0 Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 1,921 $564K 0.34% -13 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,916 $562K 0.05% +10 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,914 $562K 0.08% +96 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,914 $562K 0.19% -109 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,913 $561K 0.12% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,912 $561K 0.02% +364 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,910 $561K <0.01% -12,486 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,900 $558K 0.05% -127 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,900 $558K 0.15% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,897 $557K 0.12% +49 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,987 $557K 0.37% -86 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 1,895 $556K 0.14% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,893 $556K 0.26% -140 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,884 $553K 0.04% +68 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,871 $552K 0.12% +10 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,880 $552K 0.07% -149 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,880 $552K 0.14% -205 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,873 $550K 0.05% -13 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 1,870 $549K 0.37% -126 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,869 $549K 0.05% -45 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,866 $548K 0.02% -249 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,861 $546K 0.48% -26 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,859 $546K 0.24% +9 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,854 $544K 0.19% -36 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 1,854 $544K 0.15% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,854 $544K 0.07% -3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,850 $543K 0.01% +37 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,843 $541K 0.2% -27 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 1,843 $541K 0.66% new 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 1,842 $541K 0.8% -90 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,840 $540K 0.03% -7 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,835 $539K 0.07% -4 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,833 $538K 0.07% +50 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,833 $538K 0.3% +68 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,833 $538K 0.02% -2,088 13F-HR Timeline Group JBGlobal.com LLC More: the full row for JBGlobal.com LLC 1,829 $537K 0.55% -33 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,829 $537K 0.01% +1 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,827 $536K 0.19% -93 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,820 $534K 0.04% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,820 $534K 0.11% -700 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,817 $533K 0.03% +19 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,817 $533K 0.06% -28 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,814 $532K 0.06% +115 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,807 $530K 0.04% -29 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 1,807 $530K 0.3% +6 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,815 $529K 0.26% +7 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,802 $529K 0.05% -30 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,799 $528K 0.31% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,797 $527K 0.06% -13 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,794 $527K 0.12% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,792 $526K 0.09% +24 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,070 $523K 0.01% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,778 $522K 0.06% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,773 $520K 0.08% -1 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,761 $517K 0.07% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,760 $517K 0.01% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,758 $516K 0.1% +2 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 1,753 $514K 0.19% +72 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,750 $514K 0.01% +108 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,748 $512K 0.04% +190 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,743 $512K 0.03% +153 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,741 $511K 0.02% -49 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,738 $510K 0.38% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,736 $510K 0.07% +37 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,782 $509K 0.03% -44 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,733 $509K 0.17% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,731 $508K 0.47% -31 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,731 $508K 0.07% +5 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,727 $507K 0.18% -84 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,723 $506K 0.02% -25 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 1,722 $505K 0.22% -1 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,718 $504K 0.06% -91 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,716 $504K 0.26% -150 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,714 $503K 0.02% -13 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,714 $503K 0.14% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,710 $502K 0.04% 0 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 1,708 $501K 0.71% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,700 $499K 0.03% -77 13F-HR Timeline Group Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 1,699 $499K 0.03% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,699 $499K 0.19% new 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,698 $498K 0.08% -148 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,695 $498K 0.03% +1 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,694 $497K 0.1% -180 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,692 $497K 0.04% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,688 $495K 0.27% -60 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,685 $495K 0.16% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,679 $493K 0.03% -65 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 1,679 $493K 0.21% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,672 $491K 0.02% -39 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,670 $490K 0.19% -45 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,661 $488K 0.09% +11 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,660 $487K 0.01% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,659 $487K 0.11% +22 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,655 $486K 0.04% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,671 $486K 0.05% -38 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,654 $485K 0.07% +4 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,649 $484K 0.38% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,647 $483K 0.09% +3 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 1,645 $483K 0.14% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 18,609 $483K 0.21% +17,015 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 1,640 $481K 0.06% 0 13F-HR Timeline