JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 19,859 $9.98M 1.26% +130 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 19,841 $9.97M 0.83% -401 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 20,526 $9.97M 0.82% -40 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 19,718 $9.91M 0.59% -32 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 19,686 $9.9M 0.38% +12,773 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 19,626 $9.87M 0.44% +3,357 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 19,577 $9.84M 0.83% +2,268 13F-HR Timeline Group FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 19,539 $9.82M 1.36% +52 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 19,532 $9.82M 4.12% -359 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 20,074 $9.82M 3.3% +25 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 19,519 $9.81M 1.55% -2,234 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,407 $9.76M 0.59% +3,281 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 19,335 $9.72M 2.14% +95 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 19,327 $9.72M 0.56% +1,776 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 19,305 $9.71M 0.4% -2,923 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 19,280 $9.69M 0.69% -1,682 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 19,244 $9.67M 2.11% -1,042 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 19,390 $9.67M 0.66% +745 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 19,228 $9.67M 1.36% -331 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 19,169 $9.64M 1.01% -26 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 19,138 $9.62M 2.96% +186 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 19,065 $9.58M 1.21% -7,808 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 19,059 $9.58M 5.77% +730 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 19,006 $9.56M 2.09% +11 13F-HR/A Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 18,995 $9.55M 0.66% +30 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 18,980 $9.54M 4.07% -15 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 18,978 $9.54M 1.09% +134 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 18,955 $9.53M 1.9% -6,807 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 18,934 $9.52M 0.61% -2,190 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 18,884 $9.49M 1.21% +419 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 18,880 $9.49M 0.36% +1,435 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 18,867 $9.49M 1.56% +1,190 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 18,861 $9.48M 2.31% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 18,836 $9.47M 2.32% +9,715 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 18,824 $9.46M 2.82% -143 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 18,787 $9.44M 0.79% -125 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 18,761 $9.43M 2.01% -690 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 18,740 $9.42M 2.16% +1,169 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 18,730 $9.42M 0.28% +34 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 18,715 $9.41M 5.77% +212 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 18,705 $9.4M 3.75% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 18,628 $9.37M 0.4% +727 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 18,601 $9.35M 1.11% -23 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 18,545 $9.32M 0.16% +1,556 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 18,534 $9.32M 0.83% +6 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 18,485 $9.29M 0.84% +752 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 18,467 $9.28M 0.18% -270 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 18,450 $9.28M 0.71% -173 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 18,358 $9.23M 2.2% -105 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 18,354 $9.23M 1.13% -651 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 18,340 $9.22M 2.59% -220 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 18,335 $9.22M 0.15% +363 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 18,328 $9.21M 0.62% -1,436 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 18,316 $9.21M 4.63% +93 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 18,622 $9.18M 0.64% -92 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 18,252 $9.18M 5.26% -50 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 18,227 $9.16M 0.61% -1,395 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 18,190 $9.14M 1.79% -284 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 18,164 $9.13M 0.59% +860 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 18,134 $9.12M 0.27% -77 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 18,082 $9.09M 0.54% -1,279 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 18,067 $9.08M 3.13% -220 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 17,971 $9.03M 0.88% -3,186 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 17,967 $9.03M 4.95% +945 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 17,943 $9.02M 0.25% -236 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 17,914 $9.01M 1.48% -218 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 17,869 $8.98M 1.61% -110 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 17,986 $8.98M 0.56% +5,805 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 17,818 $8.96M 0.99% -972 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 17,796 $8.95M 2.39% +3,495 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 17,790 $8.94M 1.31% +1,117 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 17,771 $8.93M 0.58% -61 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 17,751 $8.92M 0.16% -577 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 17,745 $8.92M 1.12% -420 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 17,704 $8.9M 2.57% +701 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 17,687 $8.89M 0.25% -50,443 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 17,660 $8.88M 0.28% -790 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 17,632 $8.86M 0.85% -146 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 17,627 $8.86M 1.52% -1,319 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 17,613 $8.85M 2.36% -235 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 17,525 $8.81M 3.32% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 17,487 $8.79M 0.51% +80 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 17,482 $8.79M 1.76% +172 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 17,391 $8.74M -1,409 Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 17,366 $8.73M 4.62% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 17,352 $8.72M 1.31% +3,194 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 17,296 $8.7M 1.22% +532 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 17,285 $8.69M 0.75% +1,451 13F-HR Timeline Group UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 17,277 $8.69M 4.17% +866 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 17,259 $8.68M 1.23% -76 13F-HR Timeline Group DCM Advisors, LLC More: the full row for DCM Advisors, LLC 17,310 $8.66M 3.65% -684 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 17,178 $8.64M 3.91% -652 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 17,170 $8.63M 1.23% +1,262 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 17,130 $8.61M 0.17% +356 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 17,095 $8.59M 0.66% +1,013 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17,085 $8.59M 0.67% +2,074 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 17,034 $8.56M 1.08% -913 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 17,014 $8.55M 1% +352 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 17,006 $8.55M 3.15% +230 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 17,000 $8.55M 0.02% 0 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 16,994 $8.54M 2.92% +92 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 16,992 $8.54M 3.35% -385 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 16,980 $8.54M 0.65% +2,293 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,928 $8.51M 0.69% -477 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 16,920 $8.51M 1.7% +1,499 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 16,910 $8.5M 0.02% +4,540 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 16,900 $8.5M 0.31% -49,300 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 16,868 $8.48M 2.39% +278 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 16,865 $8.48M 1.93% +435 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 16,853 $8.47M 2.81% -1,046 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 16,817 $8.45M 2.2% +1,802 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 16,816 $8.45M 0.49% -383 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 16,790 $8.44M 1.27% +14 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 16,789 $8.44M 0.97% -15 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,781 $8.44M 0.18% +60 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 16,777 $8.43M 0.67% -8,875 13F-HR Timeline Group Knuff & Co LLC More: the full row for Knuff & Co LLC 16,773 $8.43M 2.44% +436 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 16,905 $8.42M 2.17% -203 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 16,746 $8.42M 0.64% -100 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 16,691 $8.39M 1.77% +56 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 16,687 $8.39M 1.1% +97 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 16,645 $8.37M 2.69% +108 13F-HR/A Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 16,794 $8.37M 2.99% +37 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 16,635 $8.36M 4.67% -141 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 16,626 $8.36M 1.67% +2,245 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 16,619 $8.36M 2.87% 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 17,114 $8.35M 1.72% +1,805 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 16,558 $8.32M 1.17% -1,051 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 16,550 $8.32M 1.81% +6,221 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 16,549 $8.32M 2.12% -309 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 16,506 $8.3M 1.58% -109 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 16,491 $8.29M 2.94% +1,447 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 16,488 $8.29M 0.26% -9,010 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 16,483 $8.29M 1.18% +1,925 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16,463 $8.28M 0.53% +204 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 16,404 $8.25M 1.31% +120 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 16,344 $8.22M 0.56% -2,579 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 16,328 $8.21M 1.48% -20 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 16,326 $8.21M 1.89% -787 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 16,323 $8.21M 1.79% 0 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 16,285 $8.19M 2.59% +15,820 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 16,285 $8.19M 2.36% +1,286 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 16,273 $8.18M 1.35% +1,325 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 16,243 $8.17M 6.34% +53 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 16,240 $8.16M 0.02% new 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 16,234 $8.16M 5.7% +386 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 16,208 $8.15M 2.57% +1,124 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 16,200 $8.14M 2.53% +500 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 16,195 $8.14M 2.96% +3,695 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 16,114 $8.1M 1.34% -113 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 16,083 $8.09M 4.06% -30 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 16,635 $8.08M 1.09% -586 13F-HR/A Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 16,030 $8.06M 1.08% +13 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 16,021 $8.05M 2.47% +924 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 16,005 $8.05M 0.65% new 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 16,000 $8.04M 1.97% +1,000 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 15,941 $8.01M 3.25% -356 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 15,935 $8.01M 3.06% +717 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 15,875 $7.98M 0.85% -80 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 15,804 $7.95M 1.19% -3,057 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 15,791 $7.94M 2% -50 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 15,754 $7.92M 0.59% +2,972 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 15,729 $7.91M 1.36% -481 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 15,694 $7.89M 0.15% +6,592 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 15,663 $7.87M 3.96% +2,102 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 15,656 $7.87M 2.64% +2,567 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 15,629 $7.86M 1.78% +209 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 15,553 $7.82M 1.43% -189 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 15,549 $7.82M 1.92% -304 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 15,653 $7.81M 0.83% -2,094 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15,514 $7.8M 0.18% -1,389 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 15,489 $7.79M 7.79% -60 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 15,485 $7.78M 2.3% +298 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 15,471 $7.78M 1.26% +539 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 15,467 $7.78M 3.32% -2,269 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 15,430 $7.76M 1.47% +627 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 15,405 $7.74M 1.22% -342 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 15,364 $7.72M 1.44% -105 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,765 $7.72M 0.62% 0 13F-HR Timeline AXA S.A. in group AXA S.A. 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