Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,673 $306K 0.05% +259 13F-HR/A Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 5,660 $305K 0.09% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,650 $305K 0.01% -314 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,645 $304K 0.03% +931 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 5,619 $303K 0.09% +11 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 5,616 $303K 0.01% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,604 $302K 0.02% -15 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 5,602 $302K 0.1% 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 5,600 $302K 0.02% -350 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,595 $302K 0.02% -50 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,579 $301K 0.14% -400 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,577 $301K 0.02% +492 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 5,565 $300K 0.2% -399 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5,546 $299K 0.07% +56 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,546 $299K <0.01% +945 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,543 $299K 0.01% -491,328 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,534 $299K 0.06% -312 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 5,534 $299K 0.18% 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 5,520 $298K 0.11% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,506 $297K 0.02% -490 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,491 $296K 0.03% +150 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,489 $296K 0.02% -99 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,480 $296K 0.07% -41 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,467 $295K 0.07% -18 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 5,453 $294K 0.02% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,446 $294K 0.08% +113 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,442 $294K 0.03% -35 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,427 $293K 0.01% -922 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 5,410 $292K 0.14% -995 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,405 $292K 0.06% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,403 $291K 0.08% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,403 $291K 0.19% -5,865 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,399 $291K 0.01% +645 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 5,393 $291K 0.02% new 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 5,390 $291K 0.14% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,383 $290K 0.04% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,375 $290K 0.01% -583 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,369 $290K 0.05% -426 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5,343 $288K 0.15% +447 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,343 $288K 0.03% 0 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 5,343 $288K 0.19% 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,340 $288K 0.1% -174 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 5,338 $288K 0.13% +611 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,329 $287K 0.03% +31 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 5,326 $287K 0.18% -292 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 5,315 $287K 0.06% +71 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 5,300 $286K 0.06% -400 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 5,300 $286K 0.07% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,292 $285K 0.15% -1,185 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 5,289 $285K 0.06% -1,910 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,286 $285K 0.07% -9,576 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,261 $284K 0.06% +2 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,257 $284K 0.04% -14 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,251 $283K 0.03% -294 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,237 $282K 0.03% -3,485 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,235 $282K 0.04% -187 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 5,234 $282K 0.21% -457 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 5,221 $282K 0.09% -354 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,214 $281K 0.01% +29 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,205 $281K 0.07% -205 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,197 $280K 0.12% -25 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 5,195 $280K 0.15% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,174 $279K 0.01% +20 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,120 $279K 0.22% -820 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,170 $279K 0.03% +244 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 5,165 $279K 0.05% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 5,144 $277K 0.04% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,142 $277K 0.28% -1,293 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,129 $277K 0.03% +518 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 5,121 $276K 0.12% -401 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,106 $275K 0.02% new 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 5,100 $275K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,098 $275K 0.18% 0 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,089 $275K 0.13% -2 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 5,069 $273K 0.17% +250 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,057 $273K 0.15% -2,210 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 5,031 $271K 0.12% +54 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,026 $271K 0.02% -21 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,013 $270K <0.01% -74,775 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 5,012 $270K 0.14% -991 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,011 $270K 0.07% -28,393 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,007 $270K 0.02% -997 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 5,002 $270K 0.24% -302 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 5,000 $270K 0.05% -800 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 5,000 $270K 0.01% 0 13F-HR Timeline Group GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 5,000 $270K 0.25% 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,990 $269K 0.09% +240 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,984 $269K 0.02% -3,567 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,975 $268K 0.03% -557 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,974 $268K 0.02% +311 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,961 $268K 0.03% -38 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 4,952 $267K 0.17% -471 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,947 $267K 0.03% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,939 $266K 0.06% new 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 4,925 $266K 0.01% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,919 $265K 0.03% -800 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,905 $265K 0.3% -700 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 4,905 $265K 0.06% 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 4,800 $264K 0.21% -225 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,883 $263K 0.04% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,869 $263K 0.03% 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,857 $262K 0.02% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,844 $261K 0.02% +4 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,830 $261K 0.02% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,824 $260K 0.04% +15 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,820 $260K 0.04% -8,352 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,813 $260K 0.03% -2,188 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,802 $259K 0.04% -61 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,799 $259K 0.04% -452 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,794 $259K 0.06% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 4,784 $258K 0.09% -1,503 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,780 $258K 0.01% -56 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,776 $258K 0.01% -209 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,776 $258K 0.08% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,776 $258K 0.1% -92 13F-HR Timeline MOTCO More: the full row for MOTCO 4,773 $257K 0.02% +232 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,773 $257K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,770 $257K <0.01% +1,689 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,769 $257K 0.01% +44 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,767 $257K 0.05% 0 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,748 $256K 0.15% -455 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,753 $256K 0.08% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,743 $256K 0.02% +341 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,741 $256K 0.05% -33 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,741 $256K 0.08% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,730 $255K 0.05% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,724 $255K <0.01% -1,406 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 4,711 $254K 0.3% 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 4,716 $254K 0.05% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,692 $253K 0.02% -1,016 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 4,655 $251K 0.02% 0 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 4,645 $251K 0.21% new 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,633 $250K 0.05% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 4,632 $250K 0.02% -35,913 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 4,612 $249K 0.15% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,611 $249K 0.02% new 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,606 $248K 0.05% -214 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,602 $248K 0.02% -589 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,596 $248K 0.26% -2,150 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,595 $248K 0.18% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,587 $247K 0.05% new 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 4,571 $247K 0.13% 13F-HR Timeline Skyview Financial Group LLC More: the full row for Skyview Financial Group LLC 4,568 $246K 0.25% 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,557 $246K 0.02% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,555 $246K 0.03% -1,539 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 4,555 $246K 0.16% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,550 $245K 0.06% -1,652 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,530 $244K 0.03% -600 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,500 $243K 0.05% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,491 $242K 0.1% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,474 $242K 0.02% new 13F-HR/A Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 4,461 $241K 0.12% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,455 $240K 0.03% -383 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 4,452 $240K 0.03% -66,048 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,449 $240K 0.05% -315 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,444 $240K 0.05% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 4,435 $239K 0.03% 0 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,407 $238K 0.02% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,400 $237K 0.06% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 4,390 $237K 0.08% +6 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,388 $237K 0.08% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,387 $237K 0.02% new 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 4,377 $236K 0.07% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,376 $236K 0.03% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 4,375 $236K 0.11% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,373 $236K 0.04% -356 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,372 $236K 0.03% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,363 $235K 0.07% new 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 4,363 $235K 0.05% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,357 $235K 0.12% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,336 $234K 0.02% -2,397 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 4,330 $234K 0.05% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 4,296 $233K 0.01% new 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,313 $233K 0.03% -2,160 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,313 $233K 0.02% +1,879 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,313 $233K <0.01% -225 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,306 $232K 0.07% -930 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,300 $232K 0.16% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,298 $232K 0.06% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 4,296 $232K 0.15% -2,088 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,279 $231K 0.03% -254 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,272 $230K 0.09% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 4,267 $230K 0.05% +3,615 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,251 $230K 0.05% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,264 $230K 0.02% -4,204 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,256 $230K 0.03% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 4,246 $229K 0.01% -15,021 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,246 $229K 0.05% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,244 $229K 0.07% -274 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,244 $229K 0.04% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,762 $229K 0.11% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,227 $228K 0.02% -1,206 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,068 $227K 0.12% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,210 $227K 0.01% -1,055 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 4,210 $227K 0.2% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,216 $227K 0.03% -1,675 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 4,200 $227K 0.14% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,186 $226K 0.01% -830 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,182 $226K 0.04% new 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 4,175 $225K 0.21% 13F-HR Timeline