STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 146,210 $10.7M 7.83% +6,431 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 146,097 $10.7M 5.08% 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 145,034 $10.6M 0.78% -20,007 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 144,632 $10.6M 0.05% +11,038 13F-HR Timeline Group STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 144,350 $10.6M 0.41% -2,500 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 144,200 $10.6M 0.36% +1,200 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 144,025 $10.6M 0.06% +98,846 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 143,104 $10.5M 1.81% 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 142,986 $10.5M 1.87% +8,808 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 142,699 $10.5M 0.2% +4,313 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 141,835 $10.4M 1.56% +70,810 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 141,630 $10.4M 4.03% +386 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 140,788 $10.3M 0.13% +35,268 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 139,576 $10.2M <0.01% -1,693 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 138,802 $10.2M 0.1% +2,931 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 137,185 $10.1M 0.88% +45,313 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 135,066 $9.92M 0.37% +3,212 13F-HR Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 134,952 $9.91M 2.29% 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 134,921 $9.9M 1.99% +65,490 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 134,409 $9.87M 0.87% -9,383 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 134,115 $9.85M 2.02% +16,674 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 134,043 $9.84M 4.45% +8,512 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 132,556 $9.73M 0.13% -2,018 13F-HR/A Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 132,223 $9.71M 1.23% -2,189 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 131,729 $9.67M 0.08% +9,003 13F-HR Timeline Group Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 131,333 $9.64M 3.77% +18,622 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 131,163 $9.63M 0.32% -1,407 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 131,058 $9.62M 0.04% +17 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 130,988 $9.62M 7.16% +8,712 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 131,195 $9.58M 0.03% +1,232 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 131,165 $9.56M 4.51% +27,056 13F-HR Timeline Bernzott Capital Advisors More: the full row for Bernzott Capital Advisors 128,896 $9.46M 3.79% +34,799 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 127,524 $9.36M 0.28% new 13F-HR Timeline Schuylkill Financial LLC More: the full row for Schuylkill Financial LLC 127,247 $9.34M 8.63% 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 126,500 $9.29M 5.09% +8,078 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 126,044 $9.25M 0.11% +3,697 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 125,335 $9.2M 0.02% -129,488 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 125,032 $9.18M 3.98% +8,187 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 124,857 $9.17M 0.62% -5,681 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 124,835 $9.16M 3.32% +2,491 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 123,957 $9.1M 1.56% +21,441 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 123,684 $9.08M 3.15% -1,153 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 123,649 $9.08M 4.37% +242 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 122,576 $9M 1.33% -57,972 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 122,288 $8.98M 0.11% -14,913 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 122,146 $8.97M 0.84% -1,099 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 121,848 $8.94M 1.84% -10,132 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 59,293 $8.92M 6.63% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 121,299 $8.9M 0.9% +2,076 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 121,177 $8.9M 0.44% -893 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 119,999 $8.81M 0.3% +113,604 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 119,984 $8.81M 1.94% +7,138 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 119,603 $8.78M 0.16% -480 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 118,753 $8.72M 1.3% +15,453 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 118,297 $8.68M 7% +9,106 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 118,010 $8.66M 2.7% +19,219 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 117,814 $8.65M 0.35% +19,497 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 117,536 $8.63M 3.95% -17,177 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 117,220 $8.61M 3.66% -640 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 117,143 $8.6M 0.74% -196,677 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 116,970 $8.59M 2.33% +6,001 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 116,864 $8.58M 1.85% +22,500 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 116,839 $8.58M 7.41% +1,811 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 116,759 $8.57M 2.92% -23,440 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 116,693 $8.57M 0.43% -767 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 116,417 $8.55M 0.11% -5,677 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 114,146 $8.38M 0.23% +18 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 113,715 $8.35M 0.34% +7,076 13F-HR Timeline City State Bank More: the full row for City State Bank 113,586 $8.34M 1.91% +3,313 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 113,427 $8.33M 1.51% +8,910 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 113,091 $8.3M -11,563 Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 113,001 $8.3M 3.34% +80,394 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 112,679 $8.27M 0.44% -1,710 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 111,521 $8.19M 0.81% +5,243 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 111,436 $8.18M 5.74% +9,332 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 111,242 $8.17M 4.88% +10,366 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 110,982 $8.15M 2.46% +4,475 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 110,932 $8.14M 6.14% +2,547 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 110,491 $8.08M 5.7% +4,667 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 109,922 $8.07M 5.08% +1,913 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 108,164 $7.94M 0.04% -4,542 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 107,640 $7.9M 0.1% +4,069 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 106,623 $7.83M 0.68% -56,488 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 106,399 $7.81M 1.14% -7,114 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 106,353 $7.81M 1.08% +2,552 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 105,886 $7.77M 0.85% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 106,459 $7.73M 1.2% +72,536 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 105,325 $7.73M 0.46% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 105,132 $7.72M 0.01% -2,324 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 103,868 $7.62M 2% +1,955 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 103,135 $7.57M 1.98% -1,131 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 102,899 $7.55M 3.2% +45,215 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 102,811 $7.55M 0.25% +94 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 102,066 $7.49M 0.82% +9,328 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 102,016 $7.49M 0.81% +63,667 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 101,675 $7.46M 6.15% +4,620 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 103,030 $7.43M 0.44% -420 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 143,321 $7.4M 0.16% -3,569 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 100,340 $7.37M 1.07% +163 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 100,312 $7.36M 0.64% +1,543 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 100,088 $7.35M 7.09% -4,352 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 99,776 $7.32M 0.09% -876 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 98,773 $7.25M 5.29% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 97,645 $7.18M 0.12% -1,481 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 97,708 $7.17M 2.83% -1,109 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 97,601 $7.16M 0.97% +46,251 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 97,307 $7.14M 0.12% new 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 96,894 $7.11M 3.69% +14,856 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 96,242 $7.07M 3.82% +7,442 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 95,511 $7.01M 0.05% +17,039 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 95,406 $7M 0.01% +87,307 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 94,818 $6.96M 0.45% -4,907 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 94,753 $6.96M 0.74% +64,917 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 93,987 $6.9M 0.07% +21,437 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 92,910 $6.82M 0.11% +2,219 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 92,814 $6.81M 6.22% +7,350 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 92,463 $6.79M 0.33% -2,646 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 92,063 $6.76M 4.13% -3,359 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 90,593 $6.65M 3.19% +4,464 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 90,296 $6.63M 3.32% -16,866 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 90,019 $6.61M 0.39% +8,828 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 84,729 $6.56M 6.16% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 89,320 $6.56M 3.82% +4,224 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 89,050 $6.54M 0.14% +4,430 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 88,757 $6.45M 2.49% +9,456 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 87,872 $6.45M 5.2% -9,213 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 87,680 $6.44M 1.67% +10,333 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 87,321 $6.41M 0.13% +48,098 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 87,248 $6.4M 3.73% +15,097 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 87,218 $6.4M 0.41% +9,123 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 87,355 $6.35M 0.47% +15,713 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 86,156 $6.32M 2.16% +3,589 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 85,762 $6.3M 3.14% +4,622 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 85,414 $6.27M 0.39% -47 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 84,952 $6.24M 0.02% -3,329 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 84,552 $6.21M 1.68% +9,071 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 84,524 $6.2M 0.19% +12,365 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 84,429 $6.2M 0.16% -8,377 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 83,865 $6.16M 4.07% +740 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 81,612 $6.02M 0.16% -926 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 81,386 $5.97M 1.65% +294 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 79,876 $5.86M 5.48% +4,478 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 79,703 $5.85M 2.8% +1,400 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 79,602 $5.84M 0.18% +9,680 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 79,078 $5.81M 4.58% -29,416 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 78,723 $5.78M 3.08% +7,272 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 78,453 $5.76M 0.31% +2,890 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 78,357 $5.75M 4.66% +402 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 78,310 $5.75M 0.07% +52,551 13F-HR Timeline Group Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 78,200 $5.74M 2.27% +4,389 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 78,285 $5.74M 1.17% -12,464 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 77,878 $5.72M 1.95% +4,985 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 77,561 $5.69M 4.54% +9,020 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 77,349 $5.68M 0.21% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 77,239 $5.67M 0.14% +243 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 77,886 $5.64M 0.11% +4,765 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 76,676 $5.63M 2.58% +11,118 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 76,583 $5.62M 1.19% 0 13F-HR Timeline Group Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 75,702 $5.56M 3.31% +5,238 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 75,597 $5.55M 1.99% +8,757 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 75,219 $5.52M 3.63% +3,758 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 73,894 $5.42M 0.06% -10,092 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 73,365 $5.39M 0.99% +170 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 73,227 $5.38M 0.27% +8,081 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 73,017 $5.36M 2.36% +3,620 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 72,546 $5.33M 0.69% -817 13F-HR/A Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 72,136 $5.3M 2.18% -392 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 72,087 $5.29M 0.37% +36,647 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 72,000 $5.29M 0.77% new 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 71,766 $5.27M 2.12% +7,550 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 71,496 $5.25M 0.07% -28,547 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 71,353 $5.24M 6.44% +16,933 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 71,062 $5.22M 3.15% +223 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 70,641 $5.17M 0.26% +2,280 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 70,294 $5.16M 0.61% +22,017 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 70,095 $5.15M 0.06% -1,391 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 69,635 $5.11M 0.92% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 69,299 $5.02M 4.11% +1,774 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 67,805 $4.98M 2.8% -12,443 13F-HR Timeline Financial Avengers, Inc. 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