Kampmann Melissa S. More: the full row for Kampmann Melissa S. 6,185 $1.23M 0.99% +4,560 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,173 $1.23M 0.1% -325 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 6,106 $1.22M 0.48% -100 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,095 $1.21M 0.33% -189 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 6,080 $1.21M 0.01% +2,365 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 6,071 $1.21M 0.18% -151 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,068 $1.21M 0.08% +942 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 6,067 $1.21M 0.57% +151 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 6,040 $1.2M 0.44% 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 6,025 $1.2M 0.86% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,013 $1.2M 0.64% -100 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,998 $1.19M 0.09% +155 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,997 $1.19M 0.03% -1,403 13F-HR/A Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,990 $1.19M 0.06% -140 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,973 $1.19M 0.07% +3,204 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,966 $1.19M 0.08% +311 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,961 $1.19M 0.08% -320 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,917 $1.18M 0.07% +288 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,911 $1.18M 0.36% +90 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,903 $1.17M 0.08% +507 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 5,847 $1.16M 0.03% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 5,824 $1.16M 0.07% +2,446 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,814 $1.16M 0.02% -265 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,811 $1.16M 0.16% -500 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 5,768 $1.15M 0.92% +430 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,751 $1.14M 0.09% +432 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,694 $1.13M 0.06% +2,020 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 5,690 $1.13M 0.29% -103 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,630 $1.12M 0.02% +448 13F-HR Timeline Group Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 5,628 $1.12M 0.33% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 5,626 $1.12M 0.24% -2,634 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,610 $1.12M 0.27% +14 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 5,609 $1.12M 0.53% 0 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 5,600 $1.11M 0.33% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,598 $1.11M 0.04% +2,498 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,595 $1.11M 0.62% +3,157 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,541 $1.11M 0.17% -80 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,578 $1.11M 0.09% +173 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,570 $1.11M 0.05% +67 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,550 $1.1M 0.42% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,518 $1.1M 0.08% -369 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,577 $1.1M 0.03% +1,170 13F-HR Timeline Group PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 5,505 $1.1M 0.57% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 5,501 $1.09M 0.4% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,491 $1.09M 0.14% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5,490 $1.09M 0.56% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,480 $1.09M 0.15% -501 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,473 $1.09M 0.27% -72 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,463 $1.09M 0.07% -1,104 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,455 $1.09M 0.32% +222 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 5,450 $1.08M 1.11% -1 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,708 $1.08M 0.19% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,421 $1.08M 0.34% -5 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,383 $1.07M 0.12% -119 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 5,370 $1.07M 0.24% +592 13F-HR/A Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,436 $1.07M 0.1% +833 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,360 $1.07M 0.2% +50 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,356 $1.07M 0.1% +462 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,352 $1.07M 0.16% +85 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,133 $1.06M 0.05% +113 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,337 $1.06M 0.28% -26 13F-HR Timeline InvesTrust More: the full row for InvesTrust 5,330 $1.06M 0.45% +1,680 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,318 $1.06M 0.19% -798 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,302 $1.06M 0.3% -262 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 5,300 $1.05M 0.94% +354 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,277 $1.05M 0.62% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 5,275 $1.05M 0.02% +300 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 5,259 $1.05M 0.69% +69 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 5,257 $1.05M 1.94% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,250 $1.04M 0.09% -155 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,246 $1.04M 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,212 $1.04M 0.04% -13,581 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,202 $1.04M 0.02% -515 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 5,195 $1.03M 0.28% -68 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,182 $1.03M 0.02% +1,209 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 5,150 $1.03M 0.31% -150 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 5,135 $1.02M 0.63% +501 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,118 $1.02M 0.06% +184 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 5,116 $1.02M 1.17% +4,171 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,110 $1.02M 0.04% +427 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,107 $1.02M 0.07% +155 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 5,100 $1.02M 0.19% -1,900 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 5,097 $1.01M 0.12% +748 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,095 $1.01M 0.09% -1,108 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,087 $1.01M 0.05% +2,175 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,084 $1.01M 0.01% +441 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,055 $1.01M 0.15% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,054 $1.01M 0.02% +2,125 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,033 $1M 0.52% +25 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,029 $1M 0.72% +1,585 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 5,007 $997K 0.77% +210 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,990 $993K 0.03% +41 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,937 $983K 0.07% +421 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 4,908 $977K 0.13% +1,037 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 4,900 $975K 0.62% +740 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 4,886 $972K 0.02% +307 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,885 $972K 0.12% +2,849 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,885 $972K 0.26% 0 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 4,878 $971K 0.63% -3,940 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,873 $970K 0.14% -117 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,860 $967K 0.04% +174 13F-HR Timeline Group Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,826 $961K 0.16% -1,139 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,815 $958K 0.1% -544 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,815 $958K 0.06% +522 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,815 $958K 0.07% -1,326 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,801 $956K 0.13% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,794 $954K 0.02% +126 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,776 $952K 0.13% +110 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,777 $951K 0.15% -57 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,755 $946K 0.01% -3,086 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 4,223 $946K 0.63% +30 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,747 $945K 0.12% +1,861 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,740 $943K 0.02% +1,379 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,716 $939K 0.33% +875 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,715 $938K 0.06% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,684 $932K 0.04% +59 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 4,682 $932K 0.06% -50 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 4,681 $932K 0.24% -115 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,681 $932K 0.19% +1,060 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,680 $931K 0.26% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,674 $930K 0.11% +55 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,656 $927K 0.12% +150 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,650 $926K 0.04% +341 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,644 $924K 0.17% new 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,640 $923K 0.63% -25 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 4,020 $921K 0.14% -3,132 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,599 $915K 0.02% -146 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 4,587 $913K 0.12% -150 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 4,565 $909K 0.25% +1,190 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 4,683 $908K 0.38% +1,015 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,558 $907K 0.08% -63 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 4,556 $907K 0.42% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,552 $906K 0.25% -60 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,550 $906K 0.06% +353 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,545 $905K 0.19% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,543 $904K 0.4% -724 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,535 $903K 0.11% +147 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,507 $897K 0.08% new 13F-HR Timeline Group Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,495 $895K 0.21% +128 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,482 $892K 0.11% +430 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,474 $890K 0.29% +449 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,472 $890K 0.33% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,465 $889K 0.02% +1,011 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,457 $887K 0.03% +223 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 4,454 $886K 0.03% new 13F-HR/A Timeline Group Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,454 $886K 0.25% -49 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,445 $885K 0.02% -746 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 4,445 $885K 0.87% +805 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,431 $882K 0.57% +91 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,425 $881K 0.32% -155 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,420 $880K 0.1% -325 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,409 $878K 0.11% -57 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,397 $875K 0.03% -1,806 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 872,348 $872K 2.08% +867,925 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,375 $871K 0.02% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,373 $870K 0.01% -985 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 4,365 $869K 0.74% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,362 $868K 0.03% -115 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,355 $867K 0.02% +181 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,348 $866K 0.24% +67 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,336 $863K 0.04% -369 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,324 $861K 0.5% -55 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,304 $856K 0.07% +20 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,301 $856K 0.05% +822 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 4,286 $853K 0.51% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,274 $851K 0.07% -73 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,272 $850K 0.19% -80 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 4,257 $847K 0.38% +1,998 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,253 $846K 0.03% -255 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,231 $842K <0.01% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 4,229 $842K 0.44% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,229 $842K 0.45% -317 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,226 $841K 0.32% +311 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,224 $841K 0.06% +53 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,220 $840K 0.1% +1,973 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,208 $838K 0.01% +491 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 4,206 $837K 0.06% +493 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,203 $836K 0.07% +204 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 4,195 $835K 0.68% +100 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,179 $832K 0.13% +95 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,167 $829K 0.18% +20 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,164 $829K 0.07% +5 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,158 $828K 0.11% +1,242 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,152 $826K 0.25% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,149 $826K 0.81% +42 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,566 $825K 0.28% -84 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 4,141 $824K 0.07% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,121 $820K 0.28% +327 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,114 $819K 0.11% +674 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,102 $816K 0.04% +403 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,100 $816K 0.37% 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,089 $814K 0.05% -15 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,077 $812K 0.05% -474 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,075 $811K 0.45% +40 13F-HR Timeline CHAPIN DAVIS, INC. 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