Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 16,394 $1.12M 0.88% -263 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16,393 $1.12M 0.09% +1,585 13F-HR Timeline Group Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 16,391 $1.12M 0.02% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 16,372 $1.12M 0.01% -21,194 13F-HR/A Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 16,275 $1.11M 0.31% -440 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 16,271 $1.11M 0.04% -71 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 18,013 $1.11M 0.09% -2,240 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 16,238 $1.11M 0.28% +3,867 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 16,219 $1.11M 0.31% +217 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 16,216 $1.11M 0.05% +158 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 16,203 $1.11M 0.75% -150 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 16,184 $1.11M 0.37% -104 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 16,166 $1.11M 0.49% +4,777 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 16,135 $1.1M 0.45% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 15,069 $1.1M 0.64% +3,056 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 16,077 $1.1M 0.09% -13,540 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 16,025 $1.1M 0.86% -300 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 16,021 $1.1M 0.55% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 15,992 $1.09M 0.21% +970 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 15,973 $1.09M 0.17% +329 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 15,968 $1.09M 0.08% +5,126 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 15,962 $1.09M 0.07% +1,626 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 15,819 $1.09M 0.99% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 15,956 $1.09M 0.18% -790 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 15,925 $1.09M 0.05% +1,951 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 15,860 $1.09M 0.39% -439 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 15,831 $1.08M 0.27% -637 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 15,830 $1.08M 0.36% +387 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 15,819 $1.08M 0.08% -647 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 15,817 $1.08M 0.26% +18 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 15,799 $1.08M 0.07% -144 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 15,760 $1.08M 0.26% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 15,754 $1.08M 0.09% +230 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 15,740 $1.08M 0.07% +689 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 15,729 $1.08M 0.08% +1,848 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 15,724 $1.08M 0.01% +1,465 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 15,723 $1.08M 0.52% -67 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 15,703 $1.07M 0.28% +153 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 15,686 $1.07M 0.95% -4,099 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 15,645 $1.07M 0.02% +100 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 15,596 $1.07M 0.09% -3,767 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 15,437 $1.07M 0.71% -572 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 15,567 $1.07M 0.45% -90 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 15,564 $1.06M 0.37% -1,490 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 15,559 $1.06M 0.25% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 15,551 $1.06M 0.96% -437 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 15,541 $1.06M 0.5% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 15,476 $1.06M 0.82% -575 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 15,467 $1.06M 0.08% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 15,398 $1.05M 0.1% +126 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 15,397 $1.05M 0.21% +814 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. 15,355 $1.05M 0.17% +125 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 15,347 $1.05M 0.22% -153 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 15,345 $1.05M 0.26% +455 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 15,329 $1.05M 0.09% +214 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 15,317 $1.05M 0.12% +198 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,247 $1.04M 0.12% +185 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 15,234 $1.04M 0.59% +11,331 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 15,196 $1.04M 0.68% -300 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 15,162 $1.04M 0.26% +36 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 15,148 $1.04M 0.09% +3,529 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 15,130 $1.04M 0.01% new 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 15,125 $1.03M 0.28% -15,520 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 15,097 $1.03M 0.05% -407 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 15,083 $1.03M 0.14% +9,147 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 15,080 $1.03M 0.23% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 15,074 $1.03M 0.12% +777 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 15,041 $1.03M 0.26% -2,292 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 15,018 $1.03M 0.09% -240 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 15,000 $1.03M 0.05% 0 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 15,000 $1.03M 0.12% 0 13F-HR Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 15,000 $1.03M 0.17% new 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 14,997 $1.03M 0.26% +3,248 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 14,982 $1.03M 0.09% +5,473 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 14,946 $1.02M 0.06% +2,947 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 14,932 $1.02M 0.27% -1,528 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 14,910 $1.02M 0.34% +142 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 14,904 $1.02M 0.97% +5,141 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 14,851 $1.02M 0.11% +4,903 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 14,842 $1.02M 0.52% -237 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 14,794 $1.01M 0.69% +288 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 14,791 $1.01M 0.36% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 14,774 $1.01M 0.07% +1,251 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 14,771 $1.01M 0.31% -1,909 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 14,739 $1.01M 0.03% +414 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 14,722 $1.01M 0.31% +431 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 14,708 $1.01M 0.23% +825 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 14,656 $1M 0.6% -121 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 14,651 $1M 0.07% +550 13F-HR/A Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 14,629 $1M 0.32% -338 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,612 $1000K 0.08% -43,501 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 14,587 $998K 0.15% -430 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 14,587 $998K 0.46% +86 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 14,584 $998K 0.2% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 14,667 $996K 0.06% +3 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 14,538 $995K 1.11% 0 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 14,531 $994K 0.59% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 14,510 $993K 0.12% -89 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 14,467 $990K 0.53% +293 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 14,467 $990K 0.66% +4,177 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 14,454 $989K 0.06% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 14,451 $989K 0.23% -481 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 14,406 $986K 0.1% -1,921 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 14,391 $985K 0.74% -117 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,334 $981K 0.05% +546 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 14,267 $976K 0.75% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 14,219 $973K 0.56% -540 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 14,200 $972K 0.37% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 14,191 $971K 0.58% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 14,184 $970K 0.16% +677 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 14,161 $969K 0.38% +99 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 13,244 $968K 0.12% -6,688 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 14,145 $968K 0.72% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 14,135 $967K 0.34% +20 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 14,125 $966K 0.54% +512 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 14,112 $966K 0.69% -137 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 13,965 $965K 0.02% +369 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 14,100 $965K 0.61% +2 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 14,073 $963K 0.79% -62 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 14,021 $959K 0.23% -22,845 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 14,006 $958K 0.44% 0 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 14,001 $958K 0.34% -4,333 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 14,000 $958K 0.67% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 13,999 $958K 0.07% -3,156 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 13,980 $957K 0.61% +2,604 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,972 $956K 0.39% -429 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 13,971 $956K 0.12% -75 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 13,970 $956K 0.85% +7,488 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 13,963 $955K 0.3% +1,651 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 13,952 $955K 0.43% +28 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 13,937 $954K 0.27% +1,272 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 13,911 $951K 0.08% +2,040 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 13,900 $951K 0.02% -1,464 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 13,876 $949K 0.22% -1,551 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 13,851 $948K 0.19% +10,462 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 13,757 $941K 0.13% new 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 13,756 $941K 0.46% -5,740 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 13,739 $940K 0.06% -446 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 13,723 $939K 0.32% -372 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 13,691 $937K 0.8% +1,662 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 13,615 $932K 0.28% -7,315 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 13,528 $926K 0.16% +1,792 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 13,523 $925K 0.11% +2,902 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 13,521 $925K 0.92% -496 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 13,504 $924K 0.36% +200 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 13,501 $924K 0.22% -86 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 13,452 $920K 0.11% -649 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 13,458 $920K 0.14% +2 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 13,436 $919K 0.17% -38,689 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 13,416 $918K 0.25% +907 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 13,406 $917K 0.06% +1,046 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 13,400 $917K 0.15% +50 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,392 $916K 0.08% +1,711 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 13,373 $915K 0.47% -3,915 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 13,354 $914K 0.73% 0 13F-HR/A Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 13,350 $913K 0.38% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13,332 $912K 0.49% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 13,322 $911K 0.03% -349 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 13,289 $909K 0.09% -247 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 13,279 $909K 0.18% -382 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 13,272 $908K 0.1% 0 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 13,253 $907K 0.19% +177 13F-HR Timeline Group Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 13,243 $906K 0.6% +9,971 13F-HR/A Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 13,239 $906K 0.41% -403 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 13,230 $905K 0.16% -409 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 13,216 $904K 0.32% +102 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 13,202 $903K 0.6% +1 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,193 $903K 0.15% +734 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 13,167 $901K 0.07% -1,013 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RS CRUM INC. More: the full row for RS CRUM INC. 13,129 $898K 0.2% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 13,123 $898K 0.42% +3,931 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 13,120 $898K 0.51% -743 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 13,037 $892K 0.54% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 13,037 $892K 0.49% -349 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 13,035 $892K 0.04% +1,604 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 13,026 $891K 0.24% -692 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 12,974 $888K 0.31% +105 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 12,967 $887K 0.41% -3,055 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 12,965 $887K 0.21% -90 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 12,955 $886K 0.62% +4 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 12,898 $882K 0.03% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 12,848 $879K 0.14% +8,993 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 12,804 $876K 0.08% +355 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 12,797 $876K 0.53% +80 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 12,774 $874K 0.06% -65 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 12,765 $873K 0.43% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 11,729 $873K 0.36% +5,442 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 12,746 $872K 0.41% -25 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 12,736 $871K 0.46% +1,175 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 12,723 $871K 0.12% +1,112 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 12,706 $869K 0.37% new 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 12,697 $869K 0.14% +256 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 12,684 $868K 0.21% +229 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 12,639 $865K 0.23% -280 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 12,532 $857K 0.22% -40 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 12,499 $855K 0.59% +282 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 12,499 $855K 0.21% +3,433 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 12,484 $854K 0.38% +1,500 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 12,477 $854K 0.29% +4 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12,429 $850K 0.04% +654 13F-HR Timeline