CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,049,467 $214M 1.38% -127,139 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 407,027 $82.9M 1.46% +2,699 13F-HR Timeline Group WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 362,119 $73.7M 1.29% -123,079 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 316,831 $64.5M 0.48% +5,700 13F-HR Timeline Czech National Bank More: the full row for Czech National Bank 300,776 $61.2M 0.32% +6,874 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 301,853 $60.6M 0.09% +12,954 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 288,471 $58.7M 1.59% -26,763 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 285,144 $58.1M 0.88% -60,149 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 254,095 $51.7M 1.18% +195 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 153,149 $31.2M 0.47% +138,759 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 140,161 $28.5M 1.08% -220 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 117,116 $23.8M 0.46% +13,716 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 105,615 $21.5M 3.61% -3,079 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 80,023 $16.3M 0.33% +2,155 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 70,889 $14.4M 0.42% +4,055 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 68,826 $14M 0.37% +5,881 13F-HR Timeline Nepsis Inc. More: the full row for Nepsis Inc. 64,636 $13.2M 4.15% -16,117 13F-HR Timeline CX Institutional More: the full row for CX Institutional 62,312 $12.7M 0.34% +54,001 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 51,976 $10.6M 1.06% -23,574 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 44,595 $9.08M 1.65% +44,528 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 43,234 $8.8M 2.64% -32,971 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 42,000 $8.55M 0.29% +6,323 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 37,157 $7.56M 0.39% +7,346 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,652 $7.26M 0.05% -68 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 31,371 $6.39M 0.18% -2,755 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 30,142 $6.14M 0.19% -487 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 30,130 $6.13M 0.11% +3,429 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 29,938 $6.1M 0.05% 0 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 29,200 $5.94M 5.71% new 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 28,305 $5.76M 5.09% -18,652 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 27,220 $5.74M 0.14% +3,517 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 27,008 $5.5M 1.59% +3,209 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 26,422 $5.38M 0.05% +5,597 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 25,475 $5.19M 1.09% -1,344 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 25,000 $5.09M 0.96% -20,000 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 24,090 $4.9M 0.14% -365 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 23,669 $4.82M 0.11% -2,886 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 22,129 $4.51M 0.52% +906 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 22,001 $4.48M 1.18% -1,659 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 21,648 $4.41M 0.8% +5 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 19,812 $4.03M 1.34% -2,917 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 18,837 $3.84M 0.22% -257 13F-HR Timeline Group Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 18,370 $3.74M 2.13% -422 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 18,117 $3.69M 0.85% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 17,532 $3.57M 0.92% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 17,435 $3.55M 0.7% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 16,526 $3.36M 0.16% -440 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 15,894 $3.35M 0.09% +11 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 16,168 $3.29M 0.6% -487 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 14,715 $3.1M 0.07% +262 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 14,303 $2.91M 0.31% -362 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 14,170 $2.88M 1.12% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 14,126 $2.88M 0.77% -569 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 13,172 $2.68M 0.21% +664 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 13,026 $2.65M 2.06% -82 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 12,992 $2.65M 0.22% -911 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 11,471 $2.34M 0.5% -758 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 11,402 $2.32M 0.68% -95 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,338 $2.31M 0.1% +2,135 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 11,167 $2.27M 1.96% +1,485 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,915 $2.22M 0.05% +258 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 10,911 $2.22M 0.73% +1,285 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,746 $2.19M 0.13% +372 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 10,174 $2.07M 1.4% +971 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 9,639 $1.96M 0.13% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 9,568 $1.95M 0.41% -291 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 9,530 $1.94M 0.85% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 9,381 $1.91M 0.68% +144 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 9,240 $1.88M 0.22% +336 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 9,012 $1.84M 0.82% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,962 $1.82M 0.05% +542 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,743 $1.78M 0.39% +750 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,656 $1.76M 0.27% -233 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 8,581 $1.75M 0.41% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 8,557 $1.74M 0.27% +219 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,525 $1.74M 0.12% +2,470 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 7,940 $1.72M 0.09% -6,900 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,374 $1.7M 0.05% +4,613 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 8,325 $1.69M 0.69% 0 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 8,198 $1.67M 1.04% +3,364 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,830 $1.59M 0.04% +958 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,462 $1.52M 0.06% +1,943 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,388 $1.5M 0.18% -2,610 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 7,297 $1.49M 0.62% +34 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 7,060 $1.44M 0.14% +5,070 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,773 $1.38M 0.06% +1,555 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,666 $1.36M 0.12% +103 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 6,037 $1.23M 1.11% -138 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,354 $1.09M 0.1% +362 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,128 $1.04M 0.62% -34 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,046 $1.03M 0.12% +437 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,849 $987K 0.01% +244 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 4,723 $961K 0.08% -500 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,616 $940K 0.05% -35 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,904 $823K 0.07% -194 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,770 $817K 0.1% +53 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,000 $814K 0.04% 0 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 3,997 $811K 0.56% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,932 $801K 0.28% -109 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,757 $793K 0.56% +276 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,859 $786K 0.12% +2,364 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,646 $742K 0.03% 0 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,620 $737K 0.37% -114 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,543 $721K 0.09% 0 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,494 $711K 0.47% +1,014 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 3,475 $707K 0.5% +275 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,466 $706K 0.05% +252 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,443 $701K 0.02% -294 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,423 $697K 0.4% +758 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 3,400 $692K 0.28% -6 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,280 $668K 0.43% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,272 $666K 0.02% +271 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,228 $657K 0.07% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,209 $653K 0.11% -13,638 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 3,208 $653K 0.37% -7 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,187 $649K 0.19% +50 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,879 $621K 0.01% +1,563 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,042 $619K 0.02% +292 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,950 $601K 0.26% new 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 2,929 $596K 0.36% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,877 $586K 0.1% +33 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,540 $517K 0.05% +119 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,385 $503K 0.02% -121 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 2,419 $492K 0.17% +54 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,391 $487K 0.22% -100 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,227 $480K 0.09% -409 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,305 $474K 0.06% +112 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 2,318 $472K 0.08% +26 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,266 $461K 0.08% +142 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,222 $452K 0.19% -71 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,218 $452K 0.19% +91 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,187 $445K 0.03% -780 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,174 $443K 0.1% -11 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,068 $429K 0.08% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,000 $407K 0.1% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,982 $404K 0.11% +270 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,956 $398K 0.05% +220 13F-HR Timeline N10 WEALTH, LLC More: the full row for N10 WEALTH, LLC 1,872 $381K 0.11% new 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 1,850 $377K 0.15% -250 13F-HR/A Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,760 $358K 0.04% new 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 1,722 $351K 0.16% +14 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,677 $341K 0.12% -4,805 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,647 $335K 0.11% -3 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,628 $331K 0.07% +287 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 1,600 $326K 0.26% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,556 $317K 0.01% +533 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,508 $307K 0.02% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,500 $305K 0.08% -18 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,449 $295K 0.06% +4 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,400 $290K 0.14% -50 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,376 $280K 0.13% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,374 $280K 0.06% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,364 $278K 0.02% +170 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,360 $277K 0.02% -200 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,337 $272K 0.08% new 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,336 $272K 0.13% -64,596 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,324 $270K 0.06% -34 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,300 $265K 0.02% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,294 $263K 0.03% +14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,273 $259K 0.18% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,253 $255K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,250 $254K 0.02% -2 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 1,240 $252K 0.23% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,221 $249K 0.1% +21 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,170 $238K 0.05% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,144 $233K 0.03% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,097 $223K 0.05% -803 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,092 $222K 0.02% -1,401 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,066 $217K <0.01% new 13F-HR Timeline Group Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,058 $215K 0.14% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,038 $211K 0.01% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,003 $204K 0.06% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 928 $189K 0.02% -25 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 800 $163K 0.1% 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 604 $123K 0.07% -674 13F-HR Timeline Trust Co More: the full row for Trust Co 540 $110K 0.01% +115 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 536 $109K 0.05% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 505 $103K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 420 $85.5K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 320 $65.1K 0.02% +26 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 305 $62.1K 0.03% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 301 $61.3K 0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 267 $54.4K 0.02% +31 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 192 $39.1K 0.01% -98 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 185 $37.7K 0.01% +24 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 153 $31.1K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 100 $20.4K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 82 $16.7K 0.01% +10 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 56 $11.4K 0.01% +26 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 51 $10.4K 0.01% +5 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 33 $6.72K <0.01% +5 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 17 $3.46K <0.01% +10 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 16 $3.26K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 16 $3.26K <0.01% -9 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 14 $2.85K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10 $2.04K <0.01% -50 13F-HR Timeline