TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,587 $2.23M 0.87% -8 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,250 $2.23M 0.74% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,580 $2.23M 1.39% -11 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,580 $2.22M 0.06% -71 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,575 $2.22M 1.03% -42 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,575 $2.22M 0.14% -13 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,573 $2.22M 0.59% -22 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,571 $2.22M 0.03% +85 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,569 $2.21M 0.13% -68 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,557 $2.21M 0.74% +68 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,556 $2.2M 0.51% -653 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,553 $2.2M 0.56% -75 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,550 $2.2M 0.25% -86 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,542 $2.19M 0.72% +141 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,536 $2.19M 0.4% +2 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,533 $2.18M 0.28% 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 2,533 $2.18M 1.97% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,524 $2.18M 0.24% -52 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,519 $2.17M 0.06% +767 13F-HR/A Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,515 $2.17M 0.04% +374 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,512 $2.17M 0.8% -230 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,505 $2.16M 0.69% -20 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 2,505 $2.16M 1.03% 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,505 $2.16M 0.38% -162 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,212 $2.16M 0.83% -86 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,502 $2.16M 0.8% -153 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 2,500 $2.16M 0.26% 0 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,495 $2.15M 0.7% +83 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,492 $2.15M 0.03% -26 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,490 $2.15M 0.72% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,486 $2.14M 0.48% -40 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 2,484 $2.14M 0.27% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,467 $2.13M 0.12% -59 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,465 $2.13M 0.84% +18 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,460 $2.12M 0.35% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,457 $2.12M 0.39% +800 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,452 $2.11M 0.45% 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,452 $2.11M 0.84% -76 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 2,448 $2.11M 1.28% 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,446 $2.11M 0.8% +445 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,445 $2.11M 0.04% +30 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,441 $2.11M 0.37% -7 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,438 $2.1M 0.59% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,436 $2.1M 0.96% +161 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,436 $2.1M 0.68% +141 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,433 $2.1M 0.04% new 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 2,432 $2.1M 1.92% +29 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,429 $2.09M 0.77% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,429 $2.09M 0.45% +308 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,523 $2.09M 1.63% +31 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 2,426 $2.09M 0.35% -1 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,412 $2.08M 0.09% +1,116 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,407 $2.08M 0.17% -27 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,237 $2.07M 0.26% -52 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,399 $2.07M 0.27% +24 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,395 $2.07M 0.09% +155 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,394 $2.06M 0.46% +373 13F-HR Timeline TOBAM More: the full row for TOBAM 2,389 $2.06M 0.51% +2,243 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Reflection Asset Management More: the full row for Reflection Asset Management 2,384 $2.06M 1.46% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,382 $2.05M 0.21% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,381 $2.05M 0.21% +72 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,373 $2.05M 0.8% +440 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,371 $2.04M 0.82% -3,485 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,370 $2.04M 0.84% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,368 $2.04M 0.82% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,125 $2.04M 0.04% +908 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,366 $2.04M 0.88% 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,362 $2.04M 0.56% +8 13F-HR Timeline STF Management LP More: the full row for STF Management LP 2,361 $2.04M 1.91% -4,271 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,358 $2.03M 1.55% +130 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,353 $2.03M 0.47% +25 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,352 $2.03M 0.12% -7 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,342 $2.02M 0.68% -37 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,340 $2.02M 0.51% -146 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,334 $2.01M 1.33% +75 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,333 $2.01M 0.7% 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,327 $2.01M 1.31% -57 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,323 $2M 0.7% +5 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,319 $2M 0.09% 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,319 $2M 0.68% -3,117 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,318 $2M 0.12% +1,542 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 2,318 $2M 0.88% -89 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 2,309 $1.99M 0.5% -81 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,307 $1.99M 0.12% -12 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 2,303 $1.99M 0.19% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,295 $1.99M 0.63% +75 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,299 $1.98M 0.64% -50 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,286 $1.97M 0.08% +478 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,274 $1.96M 0.21% -324 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,270 $1.96M 0.16% +258 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,270 $1.96M 1.05% -125 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 2,268 $1.96M 0.83% -3,121 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 2,266 $1.95M 0.5% +1,674 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,265 $1.95M 0.27% +245 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,261 $1.95M 1.74% +216 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 2,258 $1.95M 0.11% -42,433 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,254 $1.94M 0.58% +15 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,251 $1.94M 0.32% -93 13F-HR Timeline City State Bank More: the full row for City State Bank 2,244 $1.94M 0.53% -14 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 2,242 $1.93M 0.13% -4,040 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,235 $1.93M 0.26% +109 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,230 $1.92M 0.07% -97 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,230 $1.92M 0.07% -619 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,226 $1.92M 0.21% +77 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,225 $1.92M 1.1% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,225 $1.92M 0.45% -131 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 2,224 $1.92M 2.91% +179 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 2,220 $1.91M 1.12% +129 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,219 $1.91M 0.05% +188 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 2,217 $1.91M -84 Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,218 $1.91M 0.07% +443 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,214 $1.91M 0.24% +1,011 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 2,202 $1.9M 0.51% +27 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,170 $1.9M 0.65% -51 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,202 $1.9M 0.69% +14 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,201 $1.9M 0.03% +1 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 2,200 $1.9M 0.01% 0 13F-HR/A Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 2,200 $1.9M 0.3% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 2,200 $1.9M 0.38% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,199 $1.9M 0.11% +1,460 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,197 $1.89M 0.13% +103 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,191 $1.89M 0.26% +101 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,188 $1.89M 0.17% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,187 $1.89M 0.14% -81 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,184 $1.88M 0.12% +40 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,184 $1.88M 0.07% -42 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,179 $1.88M 0.51% -144 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,177 $1.88M 1.94% +588 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,176 $1.88M 0.25% -55 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,170 $1.87M 0.32% -214 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,167 $1.87M 0.19% -179 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,164 $1.87M 1.24% +7 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,164 $1.87M 0.29% +30 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 2,163 $1.87M 0.7% +8 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,161 $1.86M 0.06% -67 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 2,155 $1.86M 0.98% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,138 $1.84M 0.2% +288 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,138 $1.84M 0.14% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,137 $1.84M 0.16% -9 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 2,128 $1.84M 0.17% 0 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 2,124 $1.83M 1.88% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,123 $1.83M 0.43% -15 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,121 $1.83M 1.23% -127 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,110 $1.82M 0.33% -20 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,109 $1.82M 0.33% +864 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,108 $1.82M 0.31% +342 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,107 $1.82M 1.33% -31 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,104 $1.81M 0.25% +101 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,104 $1.81M 0.96% 13F-HR/A Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,104 $1.81M 0.14% -96 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,102 $1.81M 0.63% +6 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,097 $1.81M 1.98% 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,096 $1.81M 0.65% +24 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,095 $1.81M 0.4% +51 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,092 $1.8M 0.09% -62 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,092 $1.8M 0.47% -192 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 2,090 $1.8M 0.34% +3 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,088 $1.8M 0.54% -458 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,088 $1.8M 0.34% -97 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,085 $1.8M 0.1% -16 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,085 $1.8M 0.18% -240 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,082 $1.8M 0.51% -89 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,078 $1.79M 0.24% -28 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,078 $1.79M 0.47% -48 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,077 $1.79M 0.52% +350 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 2,076 $1.79M 1.51% 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,074 $1.79M 0.01% +364 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 2,071 $1.79M +94 Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,070 $1.79M 0.62% +1,592 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,070 $1.79M 0.21% -245 13F-HR/A Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,897 $1.78M 0.21% -367 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,780 $1.78M 1.28% -24 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,065 $1.78M 0.8% -15 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 2,064 $1.78M 0.99% 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,064 $1.78M 0.05% +194 13F-HR Timeline Group Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 2,061 $1.78M 0.9% -44 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,056 $1.77M 0.35% -194 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,054 $1.77M 0.31% +271 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,980 $1.77M 0.51% +1,106 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,050 $1.77M 0.17% +75 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 2,049 $1.77M 1.83% +601 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,049 $1.77M 0.08% +56 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 2,049 $1.77M 0.04% +1,000 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,047 $1.77M 0.65% -502 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 2,046 $1.76M 1.25% 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,043 $1.76M 0.37% -2,622 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,043 $1.76M 0.33% +598 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,041 $1.76M 0.11% +10 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,041 $1.76M 0.53% -113 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,038 $1.76M 0.22% -42 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,037 $1.76M 0.14% -957 13F-HR Timeline CARLSON FINANCIAL, INC. 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