Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 8,097 $624K 0.01% 0 13F-HR Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 8,097 $624K 0.39% +1,116 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,092 $623K 0.33% -107 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 8,087 $623K 0.26% 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 8,078 $622K 0.17% +634 13F-HR/A Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 8,078 $622K 0.05% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8,075 $622K 0.04% -331 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,060 $621K 0.21% 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 8,060 $621K 0.51% -186 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 8,035 $619K 0.37% +1,165 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 8,029 $618K 0.21% +30 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 8,022 $618K 0.2% -93 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 8,019 $618K 0.37% +51 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 8,018 $618K 0.29% -25 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 8,001 $616K 0.2% +2,017 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 8,000 $616K 0.01% new 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,074 $616K 0.11% -143 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 7,993 $616K 0.66% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7,980 $615K 0.08% +46 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,977 $614K 0.05% +1,222 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 7,961 $612K 0.05% +2,840 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 7,947 $612K 0.04% -297 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 7,940 $612K 0.33% -956 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 7,916 $610K 0.18% -134 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 7,907 $609K 0.43% +2 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 7,906 $609K 0.04% -906 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 7,896 $608K 0.11% -75 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 7,881 $607K 0.25% +5 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 7,869 $606K 0.44% +618 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 7,859 $605K 0.11% -448 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,855 $605K 0.2% -154 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 7,851 $605K 0.38% +148 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 7,838 $604K 0.25% -107 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,822 $603K 0.09% +241 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 7,819 $602K 0.05% +153 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 7,812 $602K 0.06% 0 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 7,809 $602K 0.38% -551 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 7,782 $599K 0.41% -59 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 7,770 $599K 0.13% 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 7,768 $598K 0.52% +675 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,766 $598K 0.1% +57 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 7,750 $597K 0.33% +167 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 7,745 $597K 0.13% +80 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 7,734 $596K 0.21% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,732 $596K 0.03% -8 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,803 $593K 0.09% +3,303 13F-HR/A Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 7,676 $591K 0.18% +100 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 7,675 $591K 0.15% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 7,671 $591K 0.43% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 7,652 $589K 1.34% -136 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 7,669 $589K 0.37% -766 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,606 $586K 0.03% -6 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,589 $585K 0.17% +45 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,586 $584K 0.04% -34 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 7,526 $583K 0.15% -553 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,550 $582K 0.11% +675 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 7,535 $580K 0.12% -29 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 7,528 $580K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 7,155 $579K 0.05% +1,500 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,514 $579K 0.06% -750 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 7,512 $579K 0.32% 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 7,511 $579K 0.07% new 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 7,508 $578K 0.36% +1,179 13F-HR/A Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 7,500 $578K 0.07% -7,500 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 7,495 $577K 0.52% 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,491 $577K 0.06% +2,619 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 7,444 $573K 0.07% -5,404 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 7,438 $573K 0.44% -194 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,409 $571K 0.15% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 7,402 $570K 0.5% -315 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 7,388 $569K 0.07% 0 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 7,382 $569K 0.1% +1,336 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 7,379 $568K 0.15% +427 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 7,378 $568K 0.34% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 7,377 $568K 0.38% -1,100 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 7,373 $568K 0.33% 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 7,367 $567K 0.12% 0 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 7,900 $567K 0.14% -54,750 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,343 $566K 0.04% +699 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 7,332 $565K 0.22% 0 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 7,321 $564K 0.28% 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,319 $564K 0.15% -79 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,302 $563K 0.08% -75 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 7,300 $562K 0.23% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 7,294 $562K 0.11% 0 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 7,290 $561K 0.44% 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,283 $561K 0.04% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 7,266 $560K 0.11% +287 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 7,266 $560K 0.3% +589 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,262 $559K 0.14% -165 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 7,263 $559K 0.12% +108 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,246 $558K 0.03% +344 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 7,242 $558K 0.13% +754 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7,240 $558K 0.04% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 7,240 $558K 0.08% +144 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 7,238 $558K 0.12% -250 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 7,232 $557K 0.17% +299 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 7,230 $557K 0.01% -72,357 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 7,226 $557K 0.02% +341 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,220 $556K 0.05% -17,243 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,200 $555K 0.11% +6 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 7,196 $554K 0.06% -8,121 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 7,187 $554K 0.09% -77 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 7,184 $553K 0.31% +41 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 7,176 $553K 0.22% -599 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 7,168 $552K 0.07% +2,177 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 7,112 $551K 0.51% 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 7,138 $550K 0.52% -431 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 7,136 $550K 0.51% +261 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 7,127 $549K 0.21% +71 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 7,018 $548K 0.19% +225 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 7,098 $547K 0.22% +7 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 7,095 $547K 0.38% -373 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,093 $546K 0.13% +519 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 7,090 $546K 0.11% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 7,289 $545K 0.24% -37 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 7,064 $544K 0.09% -943 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 7,057 $544K 0.14% -213 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 7,052 $543K 0.19% 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,052 $543K 0.04% +217 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,030 $542K 0.12% -75 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 7,026 $541K 0.07% -313 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,014 $540K 0.04% +242 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 7,009 $540K 0.59% 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 7,002 $539K 0.33% -600 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7,001 $539K 0.11% -462 13F-HR Timeline Trust Co More: the full row for Trust Co 6,973 $537K 0.05% +1,519 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 6,972 $537K 0.54% 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 6,969 $537K 0.04% -555 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 6,971 $537K 0.16% +309 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 6,948 $535K 0.11% -806 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 6,947 $535K 0.18% +370 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 6,296 $534K 0.19% +27 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 6,925 $533K 0.1% -820 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,915 $533K 0.08% +2,388 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 6,909 $532K 0.11% 0 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 6,898 $531K 0.16% -130 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,879 $530K 0.07% +168 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,864 $529K 0.18% -740 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,861 $528K 0.12% -435 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 6,860 $528K 0.35% +640 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,836 $527K 0.1% -357 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 6,834 $526K 0.32% new 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 6,833 $526K 0.09% -955 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,831 $526K 0.13% +309 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 6,822 $525K 0.4% +595 13F-HR Timeline BAYBAN More: the full row for BAYBAN 6,812 $525K 0.46% 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 8,162 $524K 0.11% +113 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 6,769 $524K 0.2% -4,612 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 6,801 $524K 0.05% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,793 $523K 0.18% -557 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6,791 $523K 0.1% +150 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 6,789 $523K 0.14% -285 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 6,777 $522K 0.19% +1,331 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 6,773 $522K 0.07% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,774 $522K 0.06% -171 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 6,768 $521K 0.16% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,750 $520K 0.06% -34 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 6,743 $519K 0.46% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,741 $519K 0.08% -12 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 6,741 $519K 0.11% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6,725 $518K 0.32% +57 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 6,725 $518K 0.07% +24 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,722 $518K 0.19% +392 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,691 $515K 0.07% -54,080 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,690 $515K 0.11% -250 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 6,687 $515K 0.19% +526 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 6,678 $514K 0.02% +2,560 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 6,672 $514K 0.26% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 6,666 $513K 0.1% -101 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 6,666 $513K 0.39% -997 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,663 $513K 0.11% +2,414 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 6,661 $513K 0.08% +5 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 6,653 $512K 0.26% 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 6,652 $512K 0.17% +637 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 6,645 $512K 0.02% +77 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,643 $512K 0.24% -91 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,635 $511K 0.29% +2,125 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 6,627 $510K 0.32% +365 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 6,625 $510K 0.18% +29 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 6,622 $510K 0.16% -863 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,604 $509K 0.07% -136 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 6,594 $508K 0.35% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,591 $508K 0.16% 0 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 6,581 $507K 0.38% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 6,573 $506K 0.42% +184 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 6,567 $506K 0.09% -275 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,566 $506K 0.14% +278 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,566 $506K 0.13% -22 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 6,562 $505K 0.01% +874 13F-HR Timeline Group COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 6,558 $505K 0.03% +290 13F-HR Timeline LifeSteps Financial, Inc. 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Prosperity Capital Advisors 6,510 $501K 0.03% +37 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 6,505 $501K 0.53% -4,685 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 6,500 $501K 0.05% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,495 $500K 0.06% -125 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,494 $500K 0.02% +682 13F-HR Timeline