TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15,163 $6.87M 0.19% +201 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 15,137 $6.86M 1.36% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 15,132 $6.86M 3.01% 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 15,131 $6.86M 3.94% +328 13F-HR/A Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 15,081 $6.84M 0.56% -683 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 15,051 $6.82M 0.7% +2,754 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. 15,021 $6.81M 0.25% +4,003 13F-HR Timeline Group Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 15,020 $6.81M 2.51% -635 13F-HR/A Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 15,000 $6.8M 3.35% 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 14,997 $6.8M 2.46% +33 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 14,937 $6.77M 0.33% +2,850 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 14,914 $6.76M +3,119 Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 14,899 $6.75M 1.11% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 14,865 $6.74M 1.59% +2,692 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 14,899 $6.74M 0.45% +578 13F-HR/A Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 14,837 $6.73M 3.97% +997 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 14,824 $6.72M 1.27% +4,256 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 14,800 $6.71M 0.66% +10 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 14,729 $6.68M 0.48% -1,256 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 14,682 $6.66M 2.37% +3,158 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,640 $6.64M 0.36% +508 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 14,639 $6.64M 2.56% +182 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 14,630 $6.63M 2.53% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 14,611 $6.62M 1.18% -1,453 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 14,588 $6.61M 2.06% +563 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 14,570 $6.6M 4.44% -465 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 14,556 $6.6M 2.33% -53 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 14,553 $6.6M 0.46% +5 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 14,542 $6.59M 0.75% -60 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 14,542 $6.59M 1.31% +2 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 14,537 $6.59M 1.83% +21 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 14,532 $6.59M 0.16% -837 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 14,518 $6.58M 0.11% +8,405 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 14,511 $6.58M 0.8% -130 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 14,511 $6.58M 1.2% +385 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 14,509 $6.58M 0.82% +1,207 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 14,459 $6.55M 0.62% -119 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 14,411 $6.53M 2.12% -738 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 14,410 $6.53M 1.17% +89 13F-HR/A Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 14,376 $6.52M 2.19% -473 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 14,368 $6.51M 1.04% +552 13F-HR Timeline Ashburton (Jersey) Ltd More: the full row for Ashburton (Jersey) Ltd 14,342 $6.5M 2.87% -25,219 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 14,299 $6.48M 0.98% -287 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 14,283 $6.47M 0.86% +1,055 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 14,272 $6.47M 3.01% -27 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 14,225 $6.45M 0.33% +1,096 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 14,221 $6.45M 1.08% +236 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 14,212 $6.44M 6.38% 13F-HR/A Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 14,167 $6.42M 0.01% +3,588 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 14,164 $6.42M 0.47% -98 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 14,097 $6.39M 2.52% +13,024 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 14,093 $6.39M 2.68% -147 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 14,090 $6.39M 2.64% +110 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 14,088 $6.39M 1.67% +489 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 14,056 $6.37M 1.18% +1,034 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 14,061 $6.37M 3.25% +73 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 14,051 $6.37M 0.78% -321 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 14,046 $6.37M 5.1% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 13,965 $6.33M 0.27% +3,677 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 13,956 $6.33M 0.67% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 13,955 $6.33M 1.14% +1,591 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 13,945 $6.32M 2.38% +915 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 13,942 $6.32M 1.63% +411 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13,909 $6.3M 1% +248 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 13,907 $6.3M 1.13% +18 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 13,875 $6.29M 0.65% 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 13,867 $6.29M 0.24% -448 13F-HR Timeline RK Asset Management, LLC More: the full row for RK Asset Management, LLC 13,853 $6.28M 5.13% -583 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 13,846 $6.28M 4.36% -167 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 13,845 $6.28M 5.08% -487 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 13,822 $6.27M 1.62% +511 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,772 $6.24M 0.64% +1,560 13F-HR/A Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 13,757 $6.24M 0.67% +96 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 13,743 $6.23M 1.89% -395 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,748 $6.22M 0.63% +3,468 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 13,705 $6.21M 4.35% -35 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 13,669 $6.2M 1.9% -488 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 13,658 $6.19M 1.26% 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 13,645 $6.19M 1.7% +572 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 13,652 $6.19M 1.1% +108 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 13,593 $6.16M 1.07% -41 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,592 $6.16M 0.15% +185 13F-HR Timeline Group Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 13,564 $6.15M 5.75% +19 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 13,550 $6.14M 1.36% -20 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 13,533 $6.13M 5.06% -284 13F-HR Timeline ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 13,500 $6.12M 0.06% 0 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 13,472 $6.11M 2.33% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,470 $6.11M 1.92% -387 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 13,458 $6.1M 3.88% 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 13,401 $6.07M 0.83% +835 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,395 $6.07M 0.62% -400 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 13,386 $6.07M 0.06% -118 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 13,346 $6.05M 0.96% -210 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 13,307 $6.03M 0.76% +940 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 13,288 $6.02M 1.94% -97 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 13,252 $6.01M 0.44% -1 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 13,235 $6M 1.38% -222 13F-HR Timeline City State Bank More: the full row for City State Bank 13,229 $6M 2.12% +1,325 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 13,225 $5.99M 0.56% +1,250 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 13,220 $5.99M 0.97% +5 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 13,191 $5.98M 0.53% -45 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 13,189 $5.98M 0.72% -549 13F-HR Timeline Olstein Capital Management, L.P. More: the full row for Olstein Capital Management, L.P. 13,100 $5.94M 1.04% +1,000 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 13,097 $5.94M 1.89% -1,623 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 12,875 $5.92M 0.39% +607 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 12,305 $5.91M 2.42% -223 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,019 $5.9M 0.19% +1,118 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 12,996 $5.89M 0.78% +437 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 12,981 $5.89M 2.3% +3 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 12,967 $5.88M 1.28% +19 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 12,934 $5.86M 3.86% 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 12,932 $5.86M 2.98% -182 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 12,920 $5.86M 2.96% 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 12,911 $5.85M 0.67% +5,164 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 12,901 $5.85M 1.94% +272 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 12,900 $5.85M 1.87% -2,857 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 12,900 $5.85M 0.71% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 12,895 $5.85M 0.38% +440 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 12,882 $5.84M 2.57% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 12,871 $5.83M 0.92% -388 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 12,866 $5.83M 1.74% -205 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 12,819 $5.81M 0.25% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,805 $5.8M 0.39% +387 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 12,784 $5.79M 1.35% +564 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 12,774 $5.79M 1.02% +9 13F-HR/A Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 12,722 $5.77M 0.56% +326 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 12,720 $5.77M 0.23% -491 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 12,717 $5.76M 0.48% -1,510 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 12,703 $5.76M <0.01% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 12,702 $5.76M 0.65% +533 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 12,681 $5.75M 3.29% +283 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 12,619 $5.72M 2.81% -5,948 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 12,569 $5.7M 0.34% -50 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 12,567 $5.7M 0.62% +9,793 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 12,563 $5.69M 1.41% -553 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 12,534 $5.68M 0.13% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,519 $5.67M 0.31% +1,184 13F-HR/A Timeline Group CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 12,515 $5.67M 2.51% +2,830 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,512 $5.67M 0.55% -32 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 12,509 $5.67M 2.61% -50 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 12,499 $5.67M 2.88% +530 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 12,495 $5.66M 0.7% +43 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 12,493 $5.66M 5.52% 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 12,492 $5.66M 0.58% -100 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 12,403 $5.62M 0.9% 0 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 12,402 $5.62M 2.89% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 12,352 $5.6M 1.65% +384 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 12,327 $5.59M 1.27% +604 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 12,290 $5.58M 0.5% -833 13F-HR Timeline Group HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 12,277 $5.56M 2.44% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 12,254 $5.55M 2.21% -879 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 12,250 $5.55M 4.83% 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 12,243 $5.55M 0.76% +502 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 12,214 $5.54M 1.45% +1,611 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 12,214 $5.54M 3.02% +167 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 12,199 $5.53M 1.38% -250 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 12,193 $5.53M 0.1% +402 13F-HR/A Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 12,151 $5.51M 1.05% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 12,147 $5.51M 1.16% -165 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 12,129 $5.5M 2.25% -250 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 12,127 $5.5M 4.88% 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 12,126 $5.5M 0.83% +339 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 12,121 $5.49M 1.2% +14 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 12,107 $5.49M 3.11% +1,667 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 12,101 $5.49M 0.78% -1,317 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 12,092 $5.48M 1.75% +190 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 12,085 $5.48M 1.37% +1 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 12,081 $5.48M 1.91% -194 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 11,987 $5.43M 4.92% 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 11,988 $5.43M 1.75% -163 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 11,983 $5.43M 1.12% -431 13F-HR Timeline CLG LLC More: the full row for CLG LLC 11,977 $5.43M 1.94% 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 11,916 $5.4M 2% 0 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 11,916 $5.4M 1.34% -13 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 11,900 $5.39M 0.04% -600 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 11,425 $5.39M 2.72% +333 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 11,888 $5.39M 1.35% +43 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 11,835 $5.36M 1.5% -254 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 11,829 $5.36M 0.19% -581 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,807 $5.35M 0.2% +463 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 11,789 $5.34M 1.61% +226 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 11,730 $5.32M 0.63% -316 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 11,710 $5.31M 0.56% +500 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 11,689 $5.3M 0.94% +180 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 11,674 $5.29M 1.83% -8,325 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 11,005 $5.29M 0.44% -190 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 6,133 $5.28M 0.99% +3,463 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,638 $5.28M 0.17% -187 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 11,634 $5.27M 1.59% -307 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 11,627 $5.27M 4.85% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,619 $5.27M 2.62% +9 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 11,594 $5.26M 3.66% -400 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11,591 $5.25M 0.67% -911 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 11,581 $5.25M 2.7% -40 13F-HR Timeline Blume Capital Management, Inc. 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