CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 34,731 $7.23M 0.59% -47,800 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 34,697 $7.23M 0.7% -1,001 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 34,655 $7.22M 2.22% +1,704 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 34,647 $7.22M 3.1% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 34,639 $7.21M 0.17% +374 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 34,621 $7.21M 0.7% -617 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 34,588 $7.2M 0.53% -101 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 34,567 $7.2M 1.22% -115 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 34,525 $7.19M 0.29% +538 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 26,393 $7.19M 2.57% -973 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 34,807 $7.18M 3.01% +1,533 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 34,491 $7.18M 0.45% +3,208 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 34,463 $7.18M 0.79% -591 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 34,449 $7.17M 0.64% -3,513 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 34,434 $7.17M 1.86% +1,541 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 34,406 $7.17M 0.68% -5,018 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 34,388 $7.16M 2.23% -684 13F-HR Timeline Resolute Capital Asset Partners LLC More: the full row for Resolute Capital Asset Partners LLC 34,341 $7.15M 3.76% -36,817 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 34,299 $7.14M 1.26% -2,491 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 34,294 $7.14M 4.84% +2,021 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 34,257 $7.13M 2.05% +1,040 13F-HR Timeline Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 34,251 $7.13M 5.01% -2,000 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 34,222 $7.13M 1.66% +721 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 34,166 $7.12M 4.3% +690 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 34,137 $7.11M 3.2% +983 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 34,077 $7.1M 1.09% -4,441 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 34,064 $7.09M 1.12% +3,748 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 34,016 $7.08M 1.46% -363 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 1,816,391 $7.08M 4.33% +814 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 33,971 $7.08M 0.38% +351 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 33,964 $7.07M 2.07% -591 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 33,948 $7.07M 0.29% -1,999 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 33,946 $7.07M 2.49% +3,998 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 33,937 $7.07M 0.51% -17,499 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 33,922 $7.06M 1.2% -125 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 33,806 $7.04M 2.54% -1,958 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 33,776 $7.03M 1.48% -45 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 33,691 $7.02M 3.25% -916 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 33,673 $7.01M 4.81% +454 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 29,998 $7.01M 1.07% +446 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 33,630 $7M 4.95% -350 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 33,612 $7M 1.27% +4,609 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 33,595 $7M 0.92% -456 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 33,584 $6.99M 1.63% +45 13F-HR/A Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 33,542 $6.99M 1.3% +7,014 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 33,534 $6.98M 3.84% +5,032 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 33,483 $6.97M 3.55% +20 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 33,482 $6.97M 0.99% -16,974 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 33,407 $6.96M 1.11% +3,716 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 33,394 $6.95M 1.98% +9,631 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 33,308 $6.94M 0.7% -192 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 33,298 $6.93M 0.42% -326 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 32,726 $6.93M 0.28% +13,723 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 33,250 $6.92M 4.43% +706 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 33,245 $6.92M 6.97% -1,525 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 33,209 $6.92M 0.52% +539 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 33,190 $6.91M 1.74% -1,399 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 33,172 $6.91M 3.57% -591 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 33,130 $6.9M 1.39% +880 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 33,123 $6.9M 2.15% -261 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 33,128 $6.89M 5.33% -336 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 33,074 $6.89M 1.56% +6,418 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 33,061 $6.89M 0.6% -2,870 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 33,029 $6.88M 0.77% +558 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 33,019 $6.88M 1.79% +750 13F-HR Timeline ACT CAPITAL MANAGEMENT, LLC More: the full row for ACT CAPITAL MANAGEMENT, LLC 33,000 $6.87M 5.4% +8,400 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 33,073 $6.87M 2.9% +1,874 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 32,952 $6.86M 2.37% +2,676 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 32,967 $6.86M 0.66% +854 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 32,873 $6.85M 2.2% -1,750 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 32,803 $6.83M 4.12% +4,638 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 32,796 $6.83M 0.77% +3,336 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 32,772 $6.83M 1.1% -3,207 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 32,769 $6.82M 3.24% +1,453 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 32,763 $6.82M 5.22% -19,258 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 32,671 $6.8M 0.24% +34 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 32,627 $6.8M 2.35% +4,420 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 32,576 $6.78M 0.08% -234,465 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 32,562 $6.78M 2.54% +476 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 32,555 $6.78M 0.4% +362 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 32,550 $6.78M 0.57% +437 13F-HR Timeline Granger Management LLC More: the full row for Granger Management LLC 32,511 $6.77M 1.89% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 32,445 $6.76M 0.84% +724 13F-HR/A Timeline Group Trust Co of Kansas More: the full row for Trust Co of Kansas 32,421 $6.75M 3.73% -6,439 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 32,415 $6.75M 0.63% +15,541 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 32,296 $6.73M 2.64% 0 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 32,295 $6.73M 3.12% +28,512 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 32,272 $6.72M 4.02% +219 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 32,266 $6.72M 0.44% -562 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 32,263 $6.72M 4.46% +613 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 32,203 $6.71M 3.22% +2,524 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 32,180 $6.7M 5.27% +360 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 32,175 $6.7M 2.22% -373 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 32,087 $6.68M 0.03% +1,686 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 32,062 $6.68M 5.73% +5,339 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 32,025 $6.67M 8.03% +118 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 32,021 $6.67M 4.17% -1,508 13F-HR Timeline Islander Capital Partners, L.P. More: the full row for Islander Capital Partners, L.P. 32,000 $6.66M 2.63% -16,491 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 31,987 $6.66M 1.75% -3,090 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 31,957 $6.66M 1.26% -2,322 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 31,927 $6.65M 0.26% +5,508 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 31,914 $6.65M 2.61% -71 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 31,852 $6.63M 2.9% +707 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 31,839 $6.63M 3.14% -275 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 31,795 $6.62M 3.31% +4,695 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 31,780 $6.62M 0.47% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 31,780 $6.62M 0.6% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 31,772 $6.62M 1.53% -160 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 31,747 $6.61M 2.22% -42,322 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Accel Wealth Management More: the full row for Accel Wealth Management 31,740 $6.61M 1.72% +222 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 31,737 $6.61M 1.57% -106 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 31,732 $6.61M 0.83% +2,685 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 31,684 $6.6M 1.15% +653 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 31,586 $6.58M 2.18% -411 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 31,581 $6.58M 3.3% -118 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 24,773 $6.57M 1.24% -1,063 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 31,488 $6.56M 0.76% -900 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 31,472 $6.55M 4.04% +377 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 31,443 $6.55M 1.9% +19,703 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 31,344 $6.54M 0.69% -433 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 31,339 $6.53M 2.55% -2,226 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 31,251 $6.51M 0.91% -1,637 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 31,206 $6.5M 1.13% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 31,200 $6.5M 1.28% +3,466 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 31,192 $6.5M 1.92% +10 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 31,153 $6.49M 4.35% -468 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 31,086 $6.47M 1.83% +1,242 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 31,022 $6.46M 0.56% +376 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 31,015 $6.46M 3.21% +793 13F-HR/A Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 30,987 $6.45M 3.7% -50 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 30,915 $6.44M 1.29% +40 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 30,912 $6.44M 1.21% +1,251 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 32,023 $6.44M 5.3% -28,853 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 30,892 $6.43M 3.81% +30 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 30,880 $6.43M 0.95% -1,092 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 30,817 $6.42M 1.83% -691 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 30,808 $6.42M 1.73% +471 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 30,749 $6.4M 1.1% +1,991 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 30,746 $6.4M 1.59% +130 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 30,736 $6.4M 1.57% +2,033 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 30,674 $6.39M 0.58% +9,719 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 30,658 $6.38M 4.16% +3,922 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 26,563 $6.37M 2.74% +2,019 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 30,587 $6.37M 1% +964 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 30,559 $6.37M 1.44% +687 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 30,473 $6.35M 2.48% +68 13F-HR Timeline Niles Investment Management, LLC More: the full row for Niles Investment Management, LLC 30,473 $6.35M 5.7% -10,841 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 30,457 $6.34M 2.4% -384 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 30,404 $6.33M 5.29% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 30,388 $6.33M 2.6% +179 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 30,323 $6.32M 2.59% -2,280 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 30,316 $6.31M 2.06% +416 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 30,303 $6.31M 0.57% -463 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 30,292 $6.31M 0.78% +1,842 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 30,258 $6.3M 1.29% -1,398 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 30,257 $6.3M 2.19% -645 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 27,276 $6.3M 1.12% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 30,226 $6.3M 1.76% +310 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 30,194 $6.29M 1.39% +6,754 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 30,172 $6.28M 1.48% +19,141 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 30,164 $6.28M 3.14% +3,606 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 30,164 $6.28M 1.79% -1,303 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 30,162 $6.28M 4.21% -4,964 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 30,160 $6.28M 0.65% +8,248 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 30,088 $6.27M 0.84% +1,037 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 30,066 $6.26M 3.91% -6,292 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 30,054 $6.26M 2.65% -80 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 30,044 $6.26M 0.09% -440 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 30,035 $6.26M 0.33% -794 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 30,027 $6.25M 6.36% -411 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 22,987 $6.25M 1.25% -174 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 30,016 $6.25M 2.54% -75 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 30,010 $6.25M 2.57% +719 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 30,010 $6.25M 2.94% -328 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 30,002 $6.25M 2.53% -554 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 30,000 $6.25M 1.92% +3,800 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 29,976 $6.24M 1.59% 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 29,906 $6.23M 0.93% +2,005 13F-HR Timeline CALIFORNIA FIRST LEASING CORP More: the full row for CALIFORNIA FIRST LEASING CORP 29,855 $6.22M 1.99% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 29,848 $6.22M 1.31% +470 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 29,838 $6.21M 0.82% +1,664 13F-HR Timeline Crescent Park Management, L.P. More: the full row for Crescent Park Management, L.P. 29,818 $6.21M 21.42% -34,369 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 24,772 $6.21M 4.61% -40 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 29,802 $6.21M 1.42% +270 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 29,778 $6.2M 0.87% +933 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 29,708 $6.19M 0.65% +3,385 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 29,692 $6.18M 3.17% -685 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 29,660 $6.18M 0.89% +4,497 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 29,591 $6.16M 1.92% +899 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 29,570 $6.16M 4.45% +1,808 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 29,487 $6.14M 0.8% 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 29,487 $6.14M 1.12% -200 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 29,458 $6.14M 0.97% +952 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 29,441 $6.13M 4.17% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 29,435 $6.13M 1.67% +199 13F-HR/A Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 29,433 $6.13M 1.79% +372 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 29,429 $6.13M 0.63% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 29,390 $6.12M 1.23% +502 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 29,391 $6.12M 0.63% -205 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 29,367 $6.12M 2.71% +152 13F-HR Timeline