Verum Partners LLC More: the full row for Verum Partners LLC 6,349 $2.09M 0.45% -298 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,036 $2.09M 0.21% +1,553 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 6,315 $2.08M 0.82% +521 13F-HR/A Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 6,282 $2.07M 0.92% -2,162 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 6,281 $2.07M 1.39% -3,818 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,275 $2.07M 0.44% -2 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,216 $2.05M 1.07% +272 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 6,207 $2.05M 1.98% -260 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 6,199 $2.05M 0.15% -144 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 6,191 $2.04M 1.65% +958 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 6,190 $2.04M 0.32% +4,826 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,177 $2.04M 0.27% -360 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 6,171 $2.04M 0.83% +655 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,257 $2.03M 0.54% +439 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 6,147 $2.03M 0.11% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 6,138 $2.03M 0.51% +750 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 6,128 $2.02M 1.08% +421 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 6,127 $2.02M 0.77% +157 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 6,123 $2.02M 0.1% +36 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,114 $2.02M 0.62% +278 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 6,113 $2.02M 0.79% +3 13F-HR Timeline Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 6,100 $2.01M 3.12% new 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,077 $2M 0.56% +64 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,054 $2M 0.94% +3 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,949 $2M 0.33% +3,361 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,037 $1.99M 0.79% +200 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 6,035 $1.99M 0.99% new 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 6,031 $1.99M 0.41% -5,501 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,013 $1.98M 0.43% +129 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,997 $1.98M 0.53% +83 13F-HR/A Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 5,989 $1.98M 1.22% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 5,974 $1.97M 0.3% +113 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 5,974 $1.97M 0.38% -56 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 5,973 $1.97M 1.4% +5 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,958 $1.97M 0.88% +380 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 5,954 $1.96M 2.19% -12,201 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,672 $1.96M 0.51% -310 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 5,940 $1.96M 0.59% +513 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,938 $1.96M 0.21% +618 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,927 $1.96M 0.2% -1,009 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 5,915 $1.95M 0.47% -280 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 5,914 $1.95M 0.6% -4,772 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 5,913 $1.95M 1.45% +4,208 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 5,903 $1.95M 0.91% -128 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 5,903 $1.95M 0.56% +717 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,889 $1.94M 0.23% +490 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 5,884 $1.94M 1.23% -621 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,876 $1.94M 1.21% +243 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 5,862 $1.93M 0.41% -66 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 5,502 $1.93M 0.54% +885 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 5,847 $1.93M 1.35% +932 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 5,795 $1.92M 3.4% -2,500 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,830 $1.92M 0.27% +29 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,825 $1.92M 0.11% +4,228 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,825 $1.92M 0.18% -760 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 5,818 $1.92M 1.05% +405 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,562 $1.92M 0.1% +1,258 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 5,815 $1.92M 0.78% +516 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,809 $1.92M 0.36% -80 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 5,788 $1.91M 0.41% +50 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 5,786 $1.91M 0.37% -1,131 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,772 $1.9M 1.18% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 5,767 $1.9M 0.05% -102,351 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 5,766 $1.9M 0.1% -70 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,760 $1.9M 0.11% +200 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,732 $1.89M 0.47% -1,408 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,722 $1.89M 0.07% +1,749 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,719 $1.89M 0.16% -14,134 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,705 $1.88M 0.24% -25 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 5,703 $1.88M 0.34% +1,391 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 5,699 $1.88M 0.1% -442 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,698 $1.88M 0.22% +425 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,078 $1.88M 0.56% +85 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5,689 $1.88M 0.32% +271 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 5,331 $1.88M 0.55% +2,494 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 5,668 $1.87M 1.36% -308 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,644 $1.86M 0.1% -1,954 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 5,633 $1.86M 1.05% +240 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 5,625 $1.86M 1.28% -675 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 5,624 $1.86M 0.76% -1 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,248 $1.85M 0.81% +3,449 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,603 $1.85M 0.13% +2,100 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 5,600 $1.85M 1.47% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,592 $1.84M 0.26% +282 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 5,522 $1.84M 0.49% +112 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,580 $1.84M 0.35% -70 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,579 $1.84M 0.43% +83 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 5,570 $1.84M 0.18% +879 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,569 $1.84M 0.23% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 5,561 $1.83M 0.03% +295 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,554 $1.83M 0.28% +17 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 5,550 $1.83M 0.73% -49,953 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 5,546 $1.83M 2.04% +85 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 5,545 $1.83M 0.97% +3,690 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,484 $1.83M 0.3% +326 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 5,541 $1.83M 0.81% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 5,537 $1.83M 0.7% +1,025 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 5,535 $1.83M 0.43% +385 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,530 $1.82M 1.23% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,508 $1.82M 0.04% -397 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,126 $1.82M 0.04% +1,271 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,497 $1.81M 0.39% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 5,475 $1.81M 0.39% +10 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 5,471 $1.8M 0.48% +14 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 5,466 $1.8M 0.01% +562 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,669 $1.8M 0.78% -20 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 5,461 $1.8M 1.53% +456 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,457 $1.8M 0.61% -758 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 5,443 $1.8M 0.22% +411 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,433 $1.79M 0.12% +282 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,426 $1.79M 0.41% +3,341 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 5,422 $1.79M 0.71% -27 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 5,413 $1.79M 0.42% +3,893 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,402 $1.78M 0.25% -461 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,385 $1.78M 1.22% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 5,382 $1.78M 0.3% +1,353 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 5,372 $1.77M 0.55% +7 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 5,370 $1.77M 1.84% 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 5,364 $1.77M 0.92% +5 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 5,358 $1.77M 0.61% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,354 $1.77M 0.11% +3,860 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 5,351 $1.77M 0.49% +220 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,348 $1.76M 0.03% +377 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 5,346 $1.76M 0.56% +1,073 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 5,331 $1.76M 0.26% +1,319 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 5,316 $1.75M 1.4% +106 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 5,311 $1.75M 1.28% +556 13F-HR/A Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,311 $1.75M 1.22% -122 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5,309 $1.75M 0.62% -47 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 5,308 $1.75M 1.05% +2,330 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 5,301 $1.75M 0.57% +85 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,300 $1.75M 1.64% -4,500 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 5,299 $1.75M 0.6% -130 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 5,285 $1.74M 0.82% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 5,284 $1.74M 1.74% 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 5,280 $1.74M 0.57% +183 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 5,275 $1.74M 0.18% -412 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 5,270 $1.74M 0.74% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 5,270 $1.74M 0.67% +2,171 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,269 $1.74M 0.41% -1,109 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 5,256 $1.73M 0.64% +93 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 5,255 $1.73M 0.35% +1,238 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,030 $1.73M 0.5% -3,651 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 3,159 $1.73M 0.31% +351 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 5,242 $1.73M 0.25% -69 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,235 $1.73M 0.3% -540 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 5,229 $1.73M 1% -73 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 5,219 $1.72M 0.78% +2,808 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,216 $1.72M 0.27% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 5,210 $1.72M 0.46% +602 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,208 $1.72M 1.16% -162 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 5,193 $1.71M 0.18% -201 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 5,186 $1.71M 0.97% -1,053 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 5,185 $1.71M 0.79% -171 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 5,182 $1.71M 0.8% -340 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 5,177 $1.71M 0.82% +268 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,173 $1.71M 0.1% -497 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 5,150 $1.7M 1.3% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,149 $1.7M 0.49% +402 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 5,137 $1.69M 0.54% +2,725 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 5,126 $1.69M 1.14% +46 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 5,123 $1.69M 1.06% +102 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 4,667 $1.69M 0.35% +680 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 5,120 $1.69M 0.41% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,116 $1.69M 0.27% -48 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 4,711 $1.69M 0.26% +3,392 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,017 $1.69M 0.39% +37 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 5,105 $1.68M 0.61% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,101 $1.68M 0.27% +1,157 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 5,089 $1.68M 1.3% -168 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 5,075 $1.67M 0.72% +70 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 5,067 $1.67M 0.69% new 13F-HR Timeline Group VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 5,064 $1.67M 1.38% 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 5,035 $1.66M 1.09% -646 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,029 $1.66M 0.14% +1,593 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 5,021 $1.66M 1.14% -420 13F-HR/A Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,015 $1.65M 0.29% +221 13F-HR Timeline Group ADVENT CAPITAL MANAGEMENT /DE/ More: the full row for ADVENT CAPITAL MANAGEMENT /DE/ 5,000 $1.65M 0.04% -10,000 13F-HR Timeline Firsthand Capital Management, Inc. 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