SFE Investment Counsel More: the full row for SFE Investment Counsel 73,177 $13.9M 2.78% +7,752 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 73,175 $13.9M 1.72% -16,877 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 73,150 $13.9M 2.07% +3,048 13F-HR/A Timeline Haverford Trust Co More: the full row for Haverford Trust Co 72,934 $13.9M 0.14% +1,088 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 72,882 $13.9M 3.7% +3,943 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 72,733 $13.8M 0.9% +1,355 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 72,724 $13.8M 1.06% +595 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 72,709 $13.8M 0.21% +30,683 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 72,679 $13.8M 7.13% +971 13F-HR Timeline KIDS CAPITAL MANAGEMENT, L.P. More: the full row for KIDS CAPITAL MANAGEMENT, L.P. 72,500 $13.8M 15.03% 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 72,353 $13.8M 1.28% -1,704 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 72,271 $13.8M 0.88% +2,929 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 72,242 $13.7M 0.61% +807 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 72,203 $13.7M 1.18% -1,760 13F-HR/A Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 72,052 $13.7M 0.43% -27,818 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 71,960 $13.7M 0.26% -14,116 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 71,950 $13.7M 0.58% -1,561 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 71,830 $13.7M 1.86% +1,799 13F-HR Timeline OBERNDORF WILLIAM E More: the full row for OBERNDORF WILLIAM E 71,749 $13.7M 17.52% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 71,718 $13.6M 1.16% +71,646 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 71,713 $13.6M 2.01% +9,000 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 71,481 $13.6M 1.04% -3,292 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 71,469 $13.6M 1.53% +8,810 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 71,435 $13.6M 2.53% +620 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 71,342 $13.6M 3.65% -978 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 71,188 $13.5M 8.58% +18,862 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 71,165 $13.5M 3.63% +3,039 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 71,140 $13.5M 7.09% +513 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 71,098 $13.5M 2.26% +492 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 71,055 $13.5M 1.82% +1,260 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 71,020 $13.5M 1.98% +541 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 71,000 $13.5M 4.24% -1,700 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 70,903 $13.5M 1.25% +1,028 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 70,891 $13.5M 1.42% +468 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 70,731 $13.5M 2.19% -28,049 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 70,669 $13.4M 4.06% +29 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 70,627 $13.4M 1.64% +171 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 70,596 $13.4M 0.17% +5,894 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 72,496 $13.4M 1.57% -657 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 70,287 $13.4M 2.76% +1,759 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 70,209 $13.4M 4.3% 0 13F-HR Timeline Shellback Capital, LP More: the full row for Shellback Capital, LP 70,000 $13.3M 1.29% -105,000 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 70,000 $13.3M 2.79% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 69,895 $13.3M 1.68% -1,737 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 69,886 $13.3M 3.19% -1,569 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 69,876 $13.3M 1.24% +2,079 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 69,867 $13.3M 0.79% -3,811 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 69,858 $13.3M 4.69% -1,529 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 69,832 $13.3M 4.98% -1,085 13F-HR Timeline Triavera Capital LLC More: the full row for Triavera Capital LLC 69,765 $13.3M 8.16% 0 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 69,759 $13.3M 5.46% +7,972 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 69,685 $13.3M 0.33% +5,759 13F-HR/A Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 77,037 $13.3M 2.65% -182 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 69,613 $13.2M 2.94% +3,511 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 69,561 $13.2M 0.51% new 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 69,553 $13.2M 1.03% +4,299 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 69,270 $13.2M 1.73% -127 13F-HR Timeline Group JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 69,142 $13.2M 2.03% -441 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 68,980 $13.1M 2.47% +13,488 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 68,976 $13.1M 0.44% +49,515 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 76,028 $13.1M 0.74% -1,828 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 68,963 $13.1M 1.27% -1,552 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 68,851 $13.1M 1.69% -4,499 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 78,750 $13.1M 2.45% 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 68,724 $13.1M 1.3% -11,340 13F-HR/A Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 68,464 $13M 1.06% +1,507 13F-HR Timeline Savvy Advisors, Inc. 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More: the full row for Sompo Asset Management Co., Ltd. 68,316 $13M 2.41% -13,484 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 68,268 $13M 4.36% +18,680 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 68,267 $13M 0.17% -58,878 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 68,179 $13M 3.47% +612 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 68,168 $13M 2% +241 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 68,076 $13M 1.01% +36,299 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 68,018 $12.9M 2.79% -699 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 67,958 $12.9M 1.56% +1,400 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 67,872 $12.9M 1.64% +1,280 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 67,766 $12.9M 0.81% +3,007 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 67,694 $12.9M 5.89% -1,244 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 67,650 $12.9M 2.22% +5,073 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 67,603 $12.9M 4.54% +64,022 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 67,589 $12.9M 0.91% +383 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 67,386 $12.8M 1.26% +1,675 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 68,662 $12.8M 1.57% +7,112 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 67,013 $12.7M 1.04% +2,476 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 66,914 $12.7M 1.44% -339 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 73,455 $12.7M 3.27% +9,038 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 66,770 $12.7M 1.26% +584 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 66,730 $12.7M 5.17% 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 66,695 $12.7M 0.27% +17,051 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 66,693 $12.7M 3.69% -12,510 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 66,640 $12.7M 1.16% -22,738 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 66,601 $12.7M 0.07% +182 13F-HR Timeline Group Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 65,506 $12.6M 6.6% +4,630 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 66,327 $12.6M 2.43% +539 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 66,327 $12.6M 1.72% +4,309 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 66,214 $12.6M 2.69% +1,473 13F-HR Timeline UNIO CAPITAL LLC More: the full row for UNIO CAPITAL LLC 66,110 $12.6M 4.82% -1,254 13F-HR Timeline MOTCO More: the full row for MOTCO 65,955 $12.5M 1.33% -691 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 65,939 $12.5M 5.21% -3,903 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 66,913 $12.5M 1.08% +1,356 13F-HR Timeline Bell Bank More: the full row for Bell Bank 65,806 $12.5M 0.68% +3,446 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 65,624 $12.5M 2.38% -732 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 65,462 $12.5M 0.65% -273 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 65,445 $12.5M 4.05% -33,125 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 65,366 $12.4M 4.79% +3,493 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 65,350 $12.4M 2.77% +2,229 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 65,196 $12.4M 2.79% -275 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 65,164 $12.4M 1.55% -12,126 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 65,056 $12.4M 1.74% +726 13F-HR Timeline Noked Israel Ltd in group Noked Israel Ltd More: the full row for Noked Israel Ltd 65,000 $12.4M 2.84% +50,000 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 64,987 $12.4M 2.38% +1,609 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 64,885 $12.3M 2.87% +45,318 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 64,884 $12.3M 2.51% -2,481 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 64,879 $12.3M 3.28% -8,511 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 58,119 $12.3M 2.28% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 64,734 $12.3M 5.72% +473 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 64,702 $12.3M 6.94% 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 64,536 $12.3M 9.63% -1,090 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 64,522 $12.3M 0.87% -2,713 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 64,429 $12.3M 2.66% -4,732 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 64,248 $12.2M 2.8% -3,712 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 64,169 $12.2M 1.36% +6,417 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 64,141 $12.2M 0.89% -1,802 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 64,116 $12.2M 8.92% 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 64,110 $12.2M 5.85% +47,773 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 64,015 $12.2M 1.95% +2,164 13F-HR Timeline ONCE CAPITAL MANAGEMENT, LLC More: the full row for ONCE CAPITAL MANAGEMENT, LLC 63,700 $12.1M 5.53% +4,300 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 63,580 $12.1M 1.51% -648 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 63,538 $12.1M 1.57% +14,311 13F-HR Timeline Group BRIDGER MANAGEMENT, LLC More: the full row for BRIDGER MANAGEMENT, LLC 63,514 $12.1M 6.01% +51,400 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 63,464 $12.1M 1.97% +842 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 63,366 $12.1M 3.43% +693 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 63,325 $12M 2.33% +2,181 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 63,252 $12M 1.86% -237 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 63,111 $12M 5.86% -1,050 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 62,996 $12M 2.89% -549 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 62,900 $12M 3.12% -105 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 62,867 $12M 0.89% -6,163 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 62,853 $12M 3.73% -726 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 62,798 $11.9M 3.76% +1,390 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 62,603 $11.9M 1.38% +3,452 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 62,508 $11.9M 1.22% +387 13F-HR Timeline Tiptree Advisors, LLC More: the full row for Tiptree Advisors, LLC 62,500 $11.9M 9.84% 0 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 62,455 $11.9M 8.55% -254 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 62,282 $11.8M 2.85% -5,655 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 62,148 $11.8M 1.72% +1,293 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 62,066 $11.8M 5.81% -1,845 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 62,004 $11.8M 2.63% -529 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 61,889 $11.8M 0.87% +2,577 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 61,574 $11.7M 2.02% +684 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 61,570 $11.7M 1.79% +374 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 61,511 $11.7M 0.2% +19,571 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 61,504 $11.7M 0.14% +12,214 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 61,440 $11.7M 1.49% +1,836 13F-HR Timeline STF Management LP More: the full row for STF Management LP 61,289 $11.7M 5.6% +630 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 61,233 $11.7M 2.12% +3,623 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 61,195 $11.6M 2.31% -388 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 61,108 $11.6M 1.53% +17,309 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 61,046 $11.6M 0.94% +4,420 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 60,996 $11.6M 6.02% +127 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 60,778 $11.6M 1.4% -2,277 13F-HR Timeline In-Depth Partners, LLC More: the full row for In-Depth Partners, LLC 60,747 $11.6M 13.26% +8,460 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 60,682 $11.5M 3.7% +436 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 60,563 $11.5M 3.3% +338 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 60,491 $11.5M 2.27% +5,161 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 60,461 $11.5M 0.69% +1,906 13F-HR Timeline CapitalatWork S.A. in group CapitalatWork S.A. More: the full row for CapitalatWork S.A. 60,275 $11.5M 0.37% -425 13F-HR Timeline Group LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 60,267 $11.5M 3.15% -6,541 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 60,257 $11.5M 1.01% +2,499 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 59,856 $11.4M 7.03% +467 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 59,855 $11.4M 1.77% -6,271 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 59,772 $11.4M 0.58% -1,682 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 59,770 $11.4M 4.39% +82 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 59,545 $11.3M 2.87% -1,193 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 59,500 $11.3M 0.97% -25,870 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 59,479 $11.3M 1.9% +1,402 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 59,403 $11.3M 1.64% +172 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 59,357 $11.3M 2.01% +636 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 59,330 $11.3M 2.98% +2,160 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 59,288 $11.3M 0.17% -2,134 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 59,171 $11.3M 2.23% +1,688 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 51,952 $11.2M 1.07% +28,949 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 58,998 $11.2M 3.88% -346 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 58,213 $11.2M 0.49% +775 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 58,831 $11.2M 4.7% -1,666 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 58,784 $11.2M 3.46% +2,055 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 57,919 $11.2M 1.04% -291 13F-HR/A Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 58,611 $11.2M 4.22% -3,886 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 58,537 $11.1M 5.79% -2,765 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 58,523 $11.1M 4.32% +405 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 58,392 $11.1M 1.15% -1,110 13F-HR/A Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 58,381 $11.1M 2.15% +914 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 58,222 $11.1M 2.93% +10,448 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 58,057 $11M 0.39% +709 13F-HR Timeline Group Pelham Capital Ltd. 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