Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 9,490 $4.77M 1.23% -1,260 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 9,488 $4.77M 0.22% +1,548 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 9,487 $4.77M 4.37% 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,476 $4.76M 0.65% +324 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 9,474 $4.76M 0.79% -77 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 9,473 $4.76M 0.06% -21,908 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 9,469 $4.76M 0.4% +3,530 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 9,453 $4.75M 0.47% +261 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 9,431 $4.74M 0.87% -101 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 9,403 $4.73M 0.41% +15 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 9,398 $4.72M 2.5% -672 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 9,394 $4.72M 0.2% -235 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 9,389 $4.72M 1.72% +774 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 9,388 $4.72M 1.58% +26 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 9,386 $4.72M 0.66% +4,658 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 9,375 $4.71M 0.65% -1,911 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 9,355 $4.7M 0.58% -156 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 9,350 $4.7M 0.73% +250 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9,340 $4.69M 0.73% +2,908 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 9,327 $4.69M 0.64% -561 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,326 $4.69M 0.48% +264 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 9,319 $4.68M 3.33% -26 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,312 $4.68M 0.36% -536 13F-HR Timeline Power Alpha Investment Ltd More: the full row for Power Alpha Investment Ltd 9,300 $4.67M 0.48% 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 9,228 $4.64M 3.12% 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 9,221 $4.63M 1.8% -407 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 9,211 $4.63M 0.53% +478 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 9,194 $4.62M 0.4% -77 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,191 $4.62M 0.53% +15 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 9,179 $4.61M 0.46% -79 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 9,165 $4.61M 2.07% +39 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 9,158 $4.6M 0.19% +439 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,158 $4.6M 0.56% -351 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 9,151 $4.6M 1.63% +56 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 9,150 $4.6M 0.78% +308 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 9,149 $4.6M 4.51% -185 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 9,135 $4.59M 2.43% -1,805 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 9,130 $4.59M 4.09% +220 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 9,115 $4.58M 3.31% +71 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,094 $4.57M 0.63% +246 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 9,047 $4.55M 1.75% +7 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,046 $4.55M 0.16% -1,925 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 9,040 $4.54M 1.22% -61 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 9,039 $4.54M 0.32% +31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LPWM LLC More: the full row for LPWM LLC 9,018 $4.53M 1.14% -233 13F-HR Timeline Ruffer LLP More: the full row for Ruffer LLP 9,000 $4.53M 0.21% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 9,008 $4.53M 2.74% -1,815 13F-HR Timeline Group Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 9,000 $4.52M 1.23% new 13F-HR Timeline Group PROSPECTOR PARTNERS LLC in group PROSPECTOR PARTNERS LLC More: the full row for PROSPECTOR PARTNERS LLC 9,000 $4.52M 9.69% -55,810 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 8,995 $4.52M 1.76% -600 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 8,968 $4.51M 1.09% -27 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8,926 $4.49M 0.27% -708 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 8,925 $4.49M 1.6% -536 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 8,902 $4.47M 0.86% +725 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,235 $4.47M 1.17% -77 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 8,900 $4.47M 0.88% +5,900 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 8,886 $4.47M 0.99% +5,203 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 8,874 $4.46M 0.78% +1,526 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 8,863 $4.45M 0.8% -201 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,860 $4.45M 0.96% +1,200 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 8,857 $4.45M 1.55% -1,079 13F-HR/A Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 8,824 $4.44M 2.45% +76 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 8,814 $4.43M 1.58% +668 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 8,813 $4.43M 1.14% +156 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 8,805 $4.43M 1.53% +55 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 8,739 $4.39M 2.03% -41 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,736 $4.39M 1.35% +364 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 8,734 $4.39M 1.06% +748 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 8,730 $4.39M 2.02% +2,638 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 5,725 $4.39M 0.1% -593 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,703 $4.37M 0.26% +7,825 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,697 $4.37M 0.33% -37 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,680 $4.36M 0.7% +96 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,666 $4.36M 0.68% +519 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 8,633 $4.34M 0.44% +49 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,618 $4.33M 0.91% -7 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 8,613 $4.33M 0.08% -54 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,606 $4.33M 0.63% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,599 $4.32M 0.29% -2,000 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 8,598 $4.32M 0.11% +1 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,588 $4.32M 0.36% -113 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 8,578 $4.31M 0.71% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 8,561 $4.3M 0.51% -301 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 8,553 $4.3M 1.28% -1 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,551 $4.3M 0.14% +63 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,550 $4.3M 0.29% -502 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 8,547 $4.3M 0.43% -1,098 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,534 $4.29M 0.47% +16 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 8,524 $4.29M 1.09% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,524 $4.28M 0.41% -327 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 8,521 $4.28M 0.52% 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 8,518 $4.28M 2% -21 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 8,496 $4.27M 1.35% -1,898 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 8,479 $4.26M 2.13% +14 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 8,474 $4.26M 1.25% +53 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 8,473 $4.26M 0.88% +89 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,462 $4.25M 1.34% +2,816 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 8,454 $4.25M 2.31% -771 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 8,452 $4.25M 1.73% +10 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,414 $4.23M 0.25% -201 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 8,414 $4.23M 1.97% +480 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 8,410 $4.23M 0.47% +200 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 8,388 $4.22M 0.81% +160 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 8,373 $4.21M 0.51% +134 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,373 $4.21M 0.24% +451 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,369 $4.21M 0.49% -186 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,364 $4.2M 1.1% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 8,362 $4.2M 0.26% +864 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 8,360 $4.2M 0.03% new 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 8,403 $4.2M 1.87% +683 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 8,335 $4.19M 2.73% -15 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 8,320 $4.18M 2.2% -6 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 8,319 $4.18M 0.34% -6 13F-HR Timeline GUARDIAN CAPITAL LP group of 2 filers holding More: the full row for GUARDIAN CAPITAL LP 8,318 $4.18M +4,315 Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 8,310 $4.18M 1.21% +3,674 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,308 $4.18M 0.79% +548 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 8,297 $4.17M 0.8% +700 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,291 $4.17M 0.93% -50 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 8,289 $4.17M 1.33% -160 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 8,257 $4.15M 3.08% new 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 8,256 $4.15M 0.12% -3,258 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 8,242 $4.14M 2.4% -164 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 8,222 $4.13M 1.12% +44 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 8,202 $4.12M 9.7% -447 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 8,200 $4.12M 1.95% -61 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,182 $4.11M 0.53% -281 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,172 $4.11M 0.44% -100 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 8,170 $4.11M 2.32% -130 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,163 $4.1M 0.15% +247 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,150 $4.1M 0.35% -380 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 8,145 $4.09M 0.98% -76 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,142 $4.09M 0.62% -57 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,126 $4.08M 0.38% -48 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 8,114 $4.08M 1.38% -4,038 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,111 $4.08M 0.39% +1,483 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 8,098 $4.07M 0.96% +45 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 8,090 $4.07M 1.25% -346 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 8,087 $4.06M 0.25% +4,133 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 8,064 $4.05M 1.7% -148 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 8,057 $4.05M 2.3% -300 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 8,053 $4.05M 0.93% -322 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 8,052 $4.05M 0.97% +22 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 8,027 $4.03M 2.51% 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 8,025 $4.03M 0.08% +25 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 8,022 $4.03M 3.6% +1,182 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 8,018 $4.03M 1.02% +1,368 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 8,016 $4.03M 2.89% -18 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 8,010 $4.03M 1.86% +48 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,004 $4.02M 0.27% +610 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 8,001 $4.02M 0.9% -86 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,999 $4.02M 1.95% -174 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 7,936 $3.99M 0.76% +1,077 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 7,929 $3.99M 1.39% 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,925 $3.98M 0.68% +1,409 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 7,925 $3.98M 0.5% -354 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 15,968 $3.98M 0.34% +7,062 13F-HR/A Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 7,906 $3.97M 2.76% +131 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 7,902 $3.97M 1.61% +253 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 7,876 $3.96M 0.23% -1 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 7,872 $3.96M 2.68% +1 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 7,870 $3.96M 1.73% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 7,860 $3.95M 0.7% 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,840 $3.94M 1.83% -43 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 7,834 $3.94M 0.63% +3,509 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 7,984 $3.93M 0.6% -162 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,809 $3.93M 0.07% -1,763 13F-HR/A Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 7,803 $3.92M 0.34% -990 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,797 $3.92M 0.24% +935 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 7,796 $3.92M 1.02% -354 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,786 $3.91M 0.92% -231 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 7,779 $3.91M 2.04% -216 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 7,774 $3.91M 0.54% -286 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 7,752 $3.9M 0.91% -346 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,742 $3.89M 0.23% +1,663 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 7,736 $3.89M 0.4% -237 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 7,735 $3.89M 1.09% +467 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 7,714 $3.88M 1.19% 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 7,747 $3.86M 0.9% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 7,678 $3.86M 1.13% 13F-HR Timeline Group Hikari Power Ltd More: the full row for Hikari Power Ltd 7,670 $3.85M 0.3% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,652 $3.85M 1.11% +547 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 7,645 $3.84M 1.71% -9 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 7,603 $3.84M 1.27% +44 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,626 $3.83M 0.53% -11 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 7,781 $3.83M 0.46% +12 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 7,618 $3.83M 3.98% +15 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 7,616 $3.83M 2.8% -230 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,605 $3.82M 0.77% +1,031 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 7,582 $3.81M 1.61% +122 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 7,563 $3.8M 0.24% +1,609 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,547 $3.79M 1.32% +6,166 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 7,541 $3.79M 0.14% -1,648 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 7,532 $3.79M 0.54% -10 13F-HR Timeline Group Bretton Capital Management, LLC More: the full row for Bretton Capital Management, LLC 7,500 $3.77M 3.15% 0 13F-HR Timeline Legacy Financial Advisors, Inc. 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