GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2 $1.46M 0.06% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2 $1.46M 0.74% 0 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 2 $1.46M 1.44% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2 $1.46M 0.57% 0 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 2 $1.46M 0.04% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2 $1.46M 0.13% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2 $1.46M 0.05% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2 $1.46M 0.11% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2 $1.46M 0.1% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2 $1.46M 0.03% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2 $1.46M 0.17% 0 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 2 $1.46M 0.56% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2 $1.46M 0.24% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2 $1.46M 0.25% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2 $1.46M 0.44% -5 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2 $1.46M 0.07% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2 $1.46M 0.14% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2 $1.46M 0.33% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2 $1.46M 0.36% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VICUS CAPITAL More: the full row for VICUS CAPITAL 2 $1.46M 0.12% -1 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2 $1.46M 0.1% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2 $1.46M 0.16% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2 $1.46M 0.1% +1 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2 $1.46M 0.06% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2 $1.46M 0.07% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2 $1.46M 0.05% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2 $1.46M 0.26% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2 $1.46M 0.55% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2 $1.46M 0.15% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2 $1.46M 0.37% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2 $1.46M 0.08% +1 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 2 $1.46M 0.54% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2 $1.46M 0.08% -14 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2 $1.46M 0.09% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2 $1.46M 0.23% new 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 2 $1.46M 0.83% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2 $1.46M 0.28% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2 $1.46M 0.23% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2 $1.46M 0.14% -2 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2 $1.46M 0.3% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2 $1.46M 0.54% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2 $1.46M 0.05% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2 $1.46M 0.04% -1 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2 $1.46M 1.29% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2 $1.46M 0.12% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2 $1.46M 0.75% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2 $1.46M 0.24% 0 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 2 $1.46M 0.22% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2 $1.46M 0.23% new 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 2 $1.46M 0.55% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2 $1.46M 0.26% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2 $1.46M 0.53% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2 $1.46M 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2 $1.46M 0.4% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2 $1.46M 0.08% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2 $1.46M 0.47% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2 $1.46M 0.28% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2 $1.46M 0.06% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2 $1.46M 0.38% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2 $1.46M 0.18% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2 $1.46M 0.25% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $1.46M 0.06% 0 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2 $1.46M 0.62% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2 $1.46M 0.21% 0 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2 $1.46M 0.28% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2 $1.46M 0.41% 0 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 2 $1.46M 0.56% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2 $1.46M 0.54% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2 $1.46M 0.68% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 2 $1.46M 0.12% 0 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2 $1.46M 0.33% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2 $1.46M 0.21% 0 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 2 $1.46M 0.7% new 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 2 $1.46M 0.35% +1 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2 $1.46M 0.14% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2 $1.46M 0.22% 0 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 2 $1.46M 0.3% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2 $1.46M 0.37% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2 $1.46M 0.23% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2 $1.46M 0.31% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2 $1.46M 0.11% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2 $1.46M 0.33% 0 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2 $1.46M 0.54% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2 $1.46M 0.11% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2 $1.46M 0.08% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2 $1.46M 0.11% 0 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2 $1.46M 0.52% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 2 $1.46M 0.74% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $1.46M 0.29% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2 $1.46M 0.06% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2 $1.46M 0.2% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2 $1.46M 0.64% 0 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 2 $1.46M 0.51% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2 $1.46M 0.69% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2 $1.46M 0.36% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2 $1.46M 0.72% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2 $1.46M 0.21% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2 $1.46M 0.55% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 2 $1.46M 0.42% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2 $1.46M 0.52% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2 $1.46M 0.05% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2 $1.46M 1.04% 0 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 2 $1.46M 0.38% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2 $1.46M 0.17% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2 $1.46M 0.05% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2 $1.46M 0.56% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 2 $1.46M 0.68% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2 $1.46M 0.34% 0 13F-HR/A Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2 $1.46M 0.89% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2 $1.46M 0.02% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 2 $1.46M 0.38% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2 $1.46M 0.53% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2 $1.46M 0.31% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2 $1.46M 1.14% 0 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 2 $1.46M 0.72% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 2 $1.46M 0.63% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2 $1.46M 0.49% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2 $1.46M 0.02% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 2 $1.46M 0.14% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2 $1.46M 0.41% 0 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 2 $1.46M 1.52% 0 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 2 $1.46M 0.74% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2 $1.46M 0.43% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2 $1.46M 0.36% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2 $1.46M 0.05% -1 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2 $1.46M 0.28% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2 $1.46M 0.12% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2 $1.46M 0.52% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2 $1.46M 0.26% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 2 $1.46M 0.45% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2 $1.46M 0.38% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2 $1.46M 0.95% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2 $1.46M 0.13% -1 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 2 $1.46M 0.62% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2 $1.46M 0.2% 0 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 2 $1.46M 0.89% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2 $1.46M 0.16% 0 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 2 $1.46M 0.78% 0 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 2 $1.46M 0.88% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2 $1.46M 1.73% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 2 $1.46M 2.53% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2 $1.46M 0.65% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2 $1.46M 0.51% +1 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2 $1.46M 0.05% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2 $1.46M 0.98% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $1.46M 0.43% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2 $1.46M 0.4% 0 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 2 $1.46M 1.1% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2 $1.46M 0.68% -5 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2 $1.46M 0.5% 0 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2 $1.46M 1.34% 0 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 2 $1.46M 0.43% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2 $1.46M 1.21% 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 2 $1.46M 1.25% 0 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 2 $1.46M 0.6% -1 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2 $1.46M 0.52% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2 $1.46M +1 Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2 $1.46M 0.45% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2 $1.46M 0.24% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2 $1.46M 0.41% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2 $1.46M 0.14% -4 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2 $1.46M 0.38% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2 $1.46M 0.07% 0 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2 $1.45M 0.04% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 2 $1.44M 0.55% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 2 $1.44M 0.78% 0 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2 $1.44M 0.39% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2 $1.43M 1.3% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2 $1.42M 0.25% 0 13F-HR/A Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2 $1.41M 0.19% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1 $814K 0.18% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1 $798K 0.13% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1 $798K 0.68% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1 $757K 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. 1 $731K <0.01% -4 13F-HR Timeline Group PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 100 $729K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 1 $729K 0.29% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1 $729K <0.01% new 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1 $729K 0.07% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1 $729K 0.02% new 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1 $729K 0.08% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1 $729K 0.05% 0 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1 $729K 0.2% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1 $729K 0.02% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1 $729K 0.01% 0 13F-HR Timeline Group HENDLEY & CO INC More: the full row for HENDLEY & CO INC 1 $729K 0.25% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $729K 0.09% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1 $729K 0.05% 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 $729K 0.02% 0 13F-HR Timeline Group PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1 $729K 0.22% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1 $729K 0.18% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1 $729K 0.26% 0 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1 $729K 0.35% 0 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 1 $729K 0.41% 0 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 1 $729K 0.54% 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 100 $729K 0.13% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1 $729K 0.04% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1 $729K 0.02% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1 $729K 0.01% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1 $729K 0.06% 0 13F-HR Timeline