BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 31,886 $7M 2.2% +1,537 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 39,024 $6.98M 1.65% +5,395 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 31,707 $6.96M 3.57% +1,995 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 31,681 $6.95M 3.25% +1,019 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 31,678 $6.95M 0.18% +2,349 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 31,617 $6.94M 5.04% -1,333 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 31,611 $6.94M 1.72% -1,442 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 31,597 $6.93M 0.6% +861 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 31,508 $6.91M 1.32% -196 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 31,488 $6.91M 0.67% +751 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 31,456 $6.9M 0.82% +6,033 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 31,447 $6.9M 2.25% +867 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 31,427 $6.89M 3.31% +246 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 31,422 $6.89M 1.72% +2,524 13F-HR Timeline Clearline Capital LP More: the full row for Clearline Capital LP 31,373 $6.88M 0.61% -9,942 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 31,313 $6.87M 0.61% +17,039 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 31,300 $6.87M 1.8% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 31,261 $6.86M 2.61% +725 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 31,250 $6.86M 1.43% +700 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 31,230 $6.85M 2.99% -35,500 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 31,229 $6.85M 0.94% -255 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 31,219 $6.85M 4.4% +746 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 31,200 $6.84M 0.23% +4,100 13F-HR Timeline Group One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 31,164 $6.84M 8.81% +499 13F-HR Timeline American Trust More: the full row for American Trust 31,105 $6.82M 0.64% +6,547 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 31,079 $6.82M 4.65% -750 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 29,122 $6.82M 1.86% +625 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 31,057 $6.81M 1.18% -545 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 31,031 $6.81M 3.87% +676 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 31,014 $6.8M 0.27% +1,185 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 30,991 $6.8M 3.63% -4,165 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 30,977 $6.8M 2.55% +2,398 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 30,952 $6.79M 3.56% +1,651 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 30,936 $6.79M 0.71% +245 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 30,914 $6.78M 1.86% +12,823 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 30,794 $6.76M 0.43% +32 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 30,382 $6.75M 2.91% -127 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 30,775 $6.75M 0.76% -2,073 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 30,749 $6.75M 4.29% +319 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 30,700 $6.74M 1.84% -1,192 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 30,682 $6.73M 2.6% +759 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 30,679 $6.73M 0.14% -1,851 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 30,668 $6.73M 2.76% +1,477 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 30,642 $6.72M 2.04% +6,048 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 30,639 $6.72M 1.65% +57 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 30,607 $6.71M 0.86% -207 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 30,596 $6.71M 4.38% +6,161 13F-HR/A Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 30,565 $6.71M 4.03% -256 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 30,543 $6.7M 2.62% -374 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 30,531 $6.7M 1.38% +2,077 13F-HR Timeline Group Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 30,517 $6.7M 4.31% -26 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 30,516 $6.69M 3.51% -2,415 13F-HR Timeline Systrade AG More: the full row for Systrade AG 30,484 $6.69M 7.64% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 35,130 $6.68M 1.12% -6 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 30,442 $6.68M 2.26% 13F-HR/A Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 30,424 $6.67M 0.53% +19,291 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 30,386 $6.67M 1.7% -281 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 30,380 $6.67M 3.08% -1,071 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 30,373 $6.66M 1.34% +14,322 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 30,306 $6.65M 4.43% +10 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 30,297 $6.65M 3.18% +1,969 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 30,290 $6.65M 0.18% -16,773 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 30,203 $6.64M 2.57% -398 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 30,258 $6.64M 0.89% -1,061 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 29,820 $6.64M 1.28% -1,408 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 30,204 $6.63M 2.01% +1,274 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 30,200 $6.63M 2.53% -1,890 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 30,053 $6.63M 4.27% -1,553 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 34,790 $6.62M 7.39% -310 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 30,140 $6.61M 0.36% +3,023 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 30,128 $6.61M 3.39% -240 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 29,844 $6.61M 2.14% -211 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 30,122 $6.61M 0.21% -569 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 30,100 $6.6M 3.05% +990 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 30,083 $6.6M 3.42% +1,526 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 36,481 $6.59M 1.91% -2,549 13F-HR Timeline INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 30,000 $6.58M 0.99% new 13F-HR Timeline Long Corridor Asset Management Ltd More: the full row for Long Corridor Asset Management Ltd 30,000 $6.58M 2.37% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 29,987 $6.58M 2.15% +104 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 29,934 $6.57M 0.65% +570 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 29,902 $6.56M 3.2% -95 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 29,888 $6.56M 1.86% -11,814 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 29,859 $6.55M 3.42% +953 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 29,805 $6.54M 2.26% +2,067 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 29,764 $6.53M 0.77% +4,145 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 29,749 $6.53M 1.79% +9,287 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 29,721 $6.52M 1.24% +4,913 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 29,705 $6.52M 1.47% +4,604 13F-HR Timeline Concorde Financial Corp More: the full row for Concorde Financial Corp 29,680 $6.51M 3.85% -31 13F-HR Timeline AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 29,650 $6.5M 2.46% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 28,693 $6.5M 2.7% +1,397 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 29,610 $6.5M 3.34% +1,561 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 29,608 $6.5M 8.97% -9,987 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 29,599 $6.49M 1.18% -688 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 29,505 $6.47M 2.09% 0 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 29,500 $6.47M 7.43% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 29,330 $6.47M 1.47% +1,382 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 29,472 $6.47M 1.25% +304 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 29,463 $6.46M 2.54% +60 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 29,421 $6.45M 1.53% -2,544 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 29,339 $6.44M 2.23% -108 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 29,279 $6.42M 0.06% +4,501 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 29,249 $6.42M 2.56% +1,988 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 29,247 $6.42M 0.64% -22,851 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 29,201 $6.41M 1.13% +9,324 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 29,193 $6.4M 4.88% +706 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 29,157 $6.4M 1.59% -818 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 29,113 $6.39M 0.29% -1,949,830 13F-HR/A Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 28,601 $6.38M 1.25% -292 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 29,122 $6.37M 0.9% -2,881 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 29,040 $6.37M 3.84% +543 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 29,022 $6.37M 0.64% -934 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 28,997 $6.36M 2.4% +545 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 28,999 $6.36M 0.09% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 28,950 $6.35M 1.03% -1,057 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 28,697 $6.32M 1.35% +1,212 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 28,809 $6.32M 1.03% +325 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 28,797 $6.32M 2.01% +1,738 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 28,788 $6.32M 0.8% -1,648 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 28,730 $6.3M 1.45% +669 13F-HR Timeline Rip Road Capital Partners LP More: the full row for Rip Road Capital Partners LP 28,700 $6.3M 6.38% new 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 28,687 $6.29M 3% -149 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 28,685 $6.29M 2.05% -350 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 28,606 $6.28M 1.3% +10 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 28,584 $6.27M 0.85% +916 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 28,561 $6.27M 0.79% +272 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 28,002 $6.26M 1.12% +361 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 28,506 $6.25M 2.84% +1,236 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 28,475 $6.25M 2.83% -14 13F-HR Timeline Group WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 28,470 $6.25M 2.87% -630 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 28,448 $6.24M 2.89% -2,246 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 28,447 $6.24M 3.05% +590 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 28,407 $6.23M 2.41% +3,948 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 28,406 $6.23M 0.44% +17,007 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 28,371 $6.22M 2.71% -226 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 28,362 $6.22M 1.95% +325 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 28,226 $6.22M 3.29% +278 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 28,310 $6.21M 1.28% +5,000 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 28,273 $6.2M 1.85% +472 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 28,265 $6.2M 0.67% +173 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 28,254 $6.2M 0.84% +680 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 28,248 $6.2M 2.3% +4,279 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 28,245 $6.2M 0.98% -147 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 28,230 $6.19M 3.54% +253 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 28,221 $6.19M 0.95% -269 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 28,220 $6.19M 1.29% -215 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 28,186 $6.18M 2.32% +5,035 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 28,166 $6.18M 1.97% +1,221 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 28,160 $6.18M 1.61% -1,600 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 28,141 $6.17M 1.5% +4,887 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 28,097 $6.16M 2.89% +876 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 28,078 $6.16M 4.65% +88 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 28,078 $6.16M 3.51% +23,157 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 27,571 $6.15M 1.49% -55 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 28,033 $6.15M 0.94% +5,775 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 28,032 $6.15M 1.24% +8,719 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 28,026 $6.15M 0.5% +2,136 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 28,007 $6.14M 5.93% -338 13F-HR Timeline 683 Capital Management, LLC in group 683 Capital Management, LLC More: the full row for 683 Capital Management, LLC 28,000 $6.14M 0.62% new 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 27,987 $6.14M 2.7% +44 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 27,990 $6.14M 3.39% +740 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 27,972 $6.14M 1.97% -47 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 27,957 $6.13M 0.94% +180 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 27,956 $6.13M 2.11% +3,763 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 27,942 $6.13M 5.44% +8,455 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 27,798 $6.1M 3.49% +7,695 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 27,747 $6.09M 2.14% -660 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 27,686 $6.07M 0.85% +482 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 27,652 $6.07M 3.53% +1,867 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 27,644 $6.06M 1.87% +589 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 27,641 $6.06M 1.18% -499 13F-HR Timeline Group Tsai Capital Corp More: the full row for Tsai Capital Corp 27,565 $6.05M 4.43% -209 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 27,472 $6.03M 3.52% +929 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 27,469 $6.03M 3.86% -8,273 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 27,462 $6.02M 0.57% -851 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 27,452 $6.02M 1.18% -3,186 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 31,649 $6.02M 1.29% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 27,414 $6.01M 2.98% +904 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 27,408 $6.01M 2.54% -870 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 27,374 $6.01M 2.81% -526 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 27,350 $6M 1.9% +271 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 27,315 $5.99M 0.79% -692 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 27,293 $5.99M 5.94% -4,195 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harrington Investments, INC More: the full row for Harrington Investments, INC 27,260 $5.98M 3.16% -215 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 27,221 $5.97M 0.47% +3,335 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 27,211 $5.97M 0.87% +1,640 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 27,207 $5.97M 3.05% -90 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 27,199 $5.97M 1.88% -1,238 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 27,197 $5.97M 1.14% +2,512 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 27,186 $5.96M 2.13% +170 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 27,170 $5.96M 2.31% +400 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 27,161 $5.96M 1.83% +5,332 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 27,142 $5.96M 2.91% +100 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 27,120 $5.95M 3.3% +456 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 27,116 $5.95M 0.78% -2,029 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 26,595 $5.94M 0.97% +6,544 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 27,062 $5.94M 1.06% -377 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 27,061 $5.94M 1.6% +175 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 27,024 $5.93M 0.9% +6,425 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 26,884 $5.93M 0.75% -122 13F-HR Timeline