Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,781 $438K 0.1% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,774 $438K 0.08% -11 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,758 $436K 0.05% -11 13F-HR/A Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,744 $435K 0.14% +80 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 4,720 $433K 0.3% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,705 $431K 0.19% 0 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 4,690 $430K 0.12% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,664 $428K 0.03% +15 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 4,645 $426K 0.05% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,627 $424K 0.02% +2,253 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,626 $424K 0.03% -21 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,639 $424K 0.09% +67 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,622 $424K 0.03% +859 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,621 $424K 0.04% +1,601 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 4,614 $423K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Farmers National Bank More: the full row for Farmers National Bank 4,600 $422K 0.09% -184 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,592 $421K 0.01% -39 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 4,585 $420K 0.02% -318 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,580 $420K 0.01% +346 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,579 $420K 0.04% +237 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,579 $420K 0.02% -52 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,194 $420K 0.1% +3,145 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 4,570 $419K 0.29% -546 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,563 $418K 0.04% +224 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,521 $417K 0.13% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 4,549 $417K 0.04% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,548 $417K 0.1% +1 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,537 $416K 0.18% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,375 $416K 0.01% +428 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,531 $415K 0.01% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,503 $413K 0.03% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,500 $413K 0.01% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,500 $413K 0.16% -9,018 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 4,489 $412K 0.21% +11 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 4,475 $410K 0.09% -28 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,438 $407K 0.03% +55 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,426 $406K 0.02% -665 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,424 $406K 0.01% new 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 4,415 $405K 0.04% 0 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 4,400 $403K 0.75% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,400 $403K 0.18% +180 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,359 $402K 0.02% 0 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 4,383 $402K 0.24% +57 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,378 $401K 0.07% +135 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,355 $399K 0.11% -1,005 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,355 $399K 0.04% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,348 $399K <0.01% -999 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,340 $398K 0.02% -120 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,326 $397K 0.04% +118 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 4,301 $394K 0.1% new 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,287 $393K 0.05% -371 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,282 $393K 0.01% -50 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,282 $393K 0.06% -16 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,265 $391K 0.02% -130 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,255 $390K 0.02% +839 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,252 $390K 0.11% -20 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,250 $390K 0.15% +7 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,243 $389K 0.01% -21 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,217 $389K 0.23% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,241 $389K 0.14% -108 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,234 $388K 0.02% +116 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,212 $386K 0.07% 0 13F-HR/A Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,209 $386K 0.03% new 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 4,204 $385K 0.07% +8 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,200 $385K 0.19% +200 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,191 $384K 0.06% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,185 $384K 0.02% +239 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,179 $383K 0.02% +4 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,178 $383K 0.04% +292 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,152 $381K 0.11% -31 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 4,143 $380K 0.1% 0 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 4,119 $378K 0.04% -797 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,117 $377K 0.05% +5 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,109 $377K 0.05% -129 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,102 $376K 0.02% +1,098 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,101 $376K 0.12% +533 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 4,099 $376K <0.01% -169 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,076 $374K 0.07% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,060 $372K 0.06% -97 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,054 $372K 0.11% +1,489 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,052 $371K 0.17% +100 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,969 $371K 0.05% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,030 $369K 0.03% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,018 $368K 0.05% -5,290 13F-HR/A Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 4,000 $367K 0.07% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 4,000 $367K 0.21% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 4,000 $367K 0.25% 0 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 3,980 $365K 0.01% -6,257 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,975 $364K 0.02% -1,090 13F-HR Timeline Group MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,969 $364K 0.13% -765 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 3,966 $364K 0.31% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,961 $363K 0.05% -9 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,947 $362K 0.23% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,944 $362K 0.02% -1,189 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 3,937 $361K 0.19% +6 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 3,927 $360K 0.02% +233 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 3,923 $360K 0.11% +13 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,218 $360K 0.01% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,906 $358K 0.01% +68 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,899 $357K 0.09% -70 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 3,890 $357K 0.03% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,882 $356K 0.02% -569 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,868 $355K 0.03% -546 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,859 $354K 0.06% +14 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,854 $353K 0.03% +3 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,845 $353K 0.04% +920 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 3,844 $352K 0.3% +342 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,840 $352K 0.28% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,816 $350K 0.02% +60 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,816 $350K 0.04% +311 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,813 $350K 0.02% -387 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,808 $349K 0.05% +178 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 3,800 $348K 0.12% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,793 $348K 0.02% -247 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 3,792 $348K 0.04% 0 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 3,790 $348K 0.04% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,785 $347K 0.02% +122 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,784 $347K 0.02% -462 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,769 $346K 0.05% +8 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 3,762 $345K 0.25% -954 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,750 $344K 0.01% +150 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,746 $343K 0.03% +66 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,819 $343K 0.02% +1,132 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,683 $342K 0.02% -117 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,723 $341K 0.07% +142 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,718 $341K 0.01% +1,272 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,717 $341K <0.01% -840 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 3,714 $340K 0.08% +164 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,662 $340K 0.13% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,713 $340K 0.02% +120 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,709 $340K 0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,727 $340K 0.04% -807 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 3,700 $339K 0.05% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,683 $338K 0.13% +1 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,669 $336K 0.03% +406 13F-HR Timeline MOTCO More: the full row for MOTCO 3,641 $334K 0.03% +18 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,640 $334K 0.22% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,639 $334K 0.03% +3 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,618 $332K 0.01% -1,744 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,615 $331K 0.03% -217 13F-HR/A Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,600 $330K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,587 $329K 0.07% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,586 $329K 0.06% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,585 $329K 0.02% +173 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,581 $328K 0.01% -439 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3,580 $328K 0.09% -250 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,574 $328K 0.12% +997 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,573 $328K 0.13% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,568 $327K 0.24% +146 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,562 $327K 0.06% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,561 $326K 0.02% -25 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 3,545 $325K 0.02% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,534 $324K <0.01% -10 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,530 $324K 0.03% +20 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,527 $323K 0.06% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,519 $323K 0.01% -102,344 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,606 $322K 0.05% new 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 3,500 $321K 0.06% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3,500 $321K 0.02% 0 13F-HR/A Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,499 $321K 0.09% -579 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,491 $320K 0.04% +790 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,485 $320K 0.02% -227 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 3,482 $319K 0.22% -33 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,479 $319K 0.04% -196 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,476 $319K 0.09% +16 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,469 $318K 0.03% +157 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,467 $318K 0.09% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,460 $317K 0.02% -110 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,439 $315K 0.06% +2 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,439 $315K 0.2% +132 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 3,438 $315K 0.04% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,425 $314K 0.01% -742 13F-HR Timeline Group WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 3,420 $314K 0.24% +110 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,419 $313K 0.05% +297 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 3,415 $313K 0.15% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,410 $313K 0.03% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,408 $312K 0.05% -60 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 3,388 $311K 0.1% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,386 $310K 0.02% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,381 $310K 0.09% -110 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,379 $310K 0.01% -107 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,377 $310K 0.02% -22 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,372 $309K 0.04% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,360 $308K 0.03% new 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 3,360 $308K 0.2% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,354 $308K 0.01% +177 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 3,343 $306K 0.01% new 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,338 $306K 0.01% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,338 $306K 0.04% +61 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3,332 $305K 0.16% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 3,330 $305K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,311 $304K 0.01% +63 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,300 $303K 0.28% +40 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,282 $301K 0.01% -27 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. 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