WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2 $1.5M 0.07% +1 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2 $1.5M 0.03% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2 $1.5M 0.1% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2 $1.5M 0.06% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2 $1.5M 0.03% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2 $1.5M 0.2% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2 $1.5M 0.01% -1 13F-HR Timeline Group BIGLARI CAPITAL CORP. in group BIGLARI CAPITAL CORP. More: the full row for BIGLARI CAPITAL CORP. 2 $1.5M 0.13% 0 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2 $1.5M 0.03% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2 $1.5M 0.1% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2 $1.5M 0.01% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2 $1.5M 0.06% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2 $1.5M 0.32% -2 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2 $1.5M 0.04% -3 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2 $1.5M 0.64% 0 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 2 $1.5M 1.13% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $1.5M 0.09% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2 $1.5M 0.1% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2 $1.5M 0.14% 0 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 2 $1.5M 0.53% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2 $1.5M 0.2% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2 $1.5M 0.22% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2 $1.5M 0.38% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2 $1.5M 0.07% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2 $1.5M 0.1% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2 $1.5M 0.3% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Thomasville National Bank More: the full row for Thomasville National Bank 2 $1.5M 0.08% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2 $1.5M 0.11% -1 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2 $1.5M 0.13% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2 $1.5M 0.06% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2 $1.5M 0.05% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2 $1.5M 0.22% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2 $1.5M 0.12% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2 $1.5M 0.27% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2 $1.5M 0.05% 0 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 2 $1.5M 0.55% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2 $1.5M 0.09% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2 $1.5M 0.18% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2 $1.5M 0.22% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2 $1.5M 0.05% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2 $1.5M 0.14% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2 $1.5M 0.29% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2 $1.5M 0.03% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2 $1.5M 0.12% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2 $1.5M 0.23% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2 $1.5M 0.47% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2 $1.5M 0.04% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2 $1.5M 0.04% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2 $1.5M 0.07% +1 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2 $1.5M 1.04% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2 $1.5M 0.09% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2 $1.5M 0.07% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2 $1.5M 0.68% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2 $1.5M 0.06% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2 $1.5M 0.2% 0 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 2 $1.5M 0.18% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2 $1.5M 0.2% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2 $1.5M 0.4% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2 $1.5M 0.33% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2 $1.5M 0.4% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2 $1.5M 0.2% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2 $1.5M 0.03% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2 $1.5M 0.05% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2 $1.5M 0.23% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2 $1.5M 0.3% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2 $1.5M 0.21% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2 $1.5M 0.19% 0 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2 $1.5M 0.53% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2 $1.5M 0.01% new 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2 $1.5M 0.16% 0 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2 $1.5M 0.22% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2 $1.5M 0.28% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2 $1.5M 0.31% 0 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 2 $1.5M 0.47% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2 $1.5M 0.6% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2 $1.5M 0.18% 0 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 2 $1.5M 0.53% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2 $1.5M 0.17% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2 $1.5M 0.18% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 2 $1.5M 0.67% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2 $1.5M 0.3% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2 $1.5M 0.19% 0 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2 $1.5M 0.25% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2 $1.5M 0.14% 0 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2 $1.5M 0.55% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2 $1.5M 0.09% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2 $1.5M 0.29% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2 $1.5M 0.08% 0 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2 $1.5M 1.06% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 2 $1.5M 0.64% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $1.5M 0.25% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2 $1.5M 0.04% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2 $1.5M 0.14% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2 $1.5M 0.08% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2 $1.5M 0.56% 0 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 2 $1.5M 0.46% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2 $1.5M 0.28% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2 $1.5M 0.46% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2 $1.5M 0.33% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2 $1.5M 0.18% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2 $1.5M 0.28% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2 $1.5M 0.43% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 2 $1.5M 0.38% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2 $1.5M 0.5% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2 $1.5M 0.82% 0 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 2 $1.5M 0.34% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2 $1.5M 0.13% 0 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 2 $1.5M 0.24% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2 $1.5M 0.48% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 2 $1.5M 0.62% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2 $1.5M 0.38% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2 $1.5M 0.28% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2 $1.5M 0.57% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2 $1.5M 0.21% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2 $1.5M 0.38% 0 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2 $1.5M 0.23% 0 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 2 $1.5M 0.57% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2 $1.5M 1% 0 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 2 $1.5M 0.46% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 2 $1.5M 0.42% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2 $1.5M 0.34% 0 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 2 $1.5M 0.83% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2 $1.5M 0.02% 0 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2 $1.5M 0.32% 0 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 2 $1.5M 0.61% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2 $1.5M 0.34% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2 $1.5M 0.23% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2 $1.5M 0.08% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2 $1.5M 0.12% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2 $1.5M 0.35% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 2 $1.5M 0.46% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2 $1.5M 0.17% 0 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 2 $1.5M 1.29% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 2 $1.5M 0.4% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2 $1.5M 0.24% +1 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2 $1.5M 0.66% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 2 $1.5M 0.24% new 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2 $1.5M 0.74% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2 $1.5M 0.06% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2 $1.5M 0.09% 0 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 2 $1.5M 0.5% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2 $1.5M 0.17% 0 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 2 $1.5M 0.7% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2 $1.5M 0.14% 0 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 2 $1.5M 0.61% 0 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 2 $1.5M 0.8% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2 $1.5M 0.83% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 2 $1.5M 1.64% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2 $1.5M 0.65% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2 $1.5M 0.29% 0 13F-HR Timeline Hingham Institution for Savings More: the full row for Hingham Institution for Savings 2 $1.5M 1.12% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2 $1.5M 0.32% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2 $1.5M 0.14% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2 $1.5M 0.33% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2 $1.5M 0.26% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2 $1.5M 0.02% -2 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2 $1.5M 0.36% 0 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 2 $1.5M 1.04% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2 $1.5M 0.46% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2 $1.5M 0.92% 0 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 2 $1.5M 1.13% 0 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2 $1.5M 1.19% 0 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 2 $1.5M 1.16% 0 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 2 $1.5M 0.14% 0 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 2 $1.5M 0.67% 0 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 2 $1.5M 0.58% -1 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 2 $1.5M 1.05% 0 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 2 $1.5M 0.7% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2 $1.5M 0.06% new 13F-HR Timeline Group Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 2 $1.5M 0.81% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2 $1.5M 0.43% 0 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 2 $1.5M 0.07% 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 2 $1.5M 0.69% 13F-HR Timeline SUCCESSION FINANCIAL, INC. More: the full row for SUCCESSION FINANCIAL, INC. 2 $1.5M 1.45% 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 2 $1.5M +1 Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2 $1.5M 0.37% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2 $1.49M 0.04% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2 $1.49M <0.01% 0 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2 $1.48M 0.23% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2 $1.47M 0.03% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 5 $1.27M 0.15% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1 $844K 0.21% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1 $767K 0.1% 0 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1 $754K 0.23% 0 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1 $751K 0.17% new 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 100 $749K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1 $749K 0.08% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1 $749K 0.02% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1 $749K 0.06% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1 $749K 0.05% 0 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1 $749K 0.19% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1 $749K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1 $749K 0.53% 0 13F-HR/A Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1 $749K 0.05% 0 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 1 $749K 0.53% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $749K 0.08% 0 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1 $749K 0.02% 0 13F-HR Timeline Group PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1 $749K 0.19% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 1 $749K 0.11% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1 $749K 0.15% 0 13F-HR Timeline