RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 7,841 $1.22M 0.42% -1,164 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 7,822 $1.21M 0.23% -180 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 7,814 $1.21M 0.3% 0 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 7,808 $1.21M 0.26% new 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 7,807 $1.21M 0.25% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,799 $1.21M 0.31% +2 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,796 $1.21M 0.18% -613 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,790 $1.21M 0.1% +1,455 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,789 $1.21M 0.14% +84 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,787 $1.21M 0.32% +126 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,773 $1.21M 0.14% -13,753 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 7,760 $1.21M 0.41% -20 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 7,754 $1.2M 0.42% +99 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 7,749 $1.2M 0.52% +141 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 7,739 $1.2M 0.14% +436 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 7,720 $1.2M 0.08% +611 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,716 $1.2M 0.32% +5,008 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,105 $1.2M 0.13% +4,250 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,700 $1.2M 0.31% -4,300 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,673 $1.19M 0.2% -2 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 7,645 $1.19M 0.37% -212 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 7,641 $1.19M 0.17% +65 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 7,633 $1.19M 0.2% +5,508 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 7,632 $1.19M 0.92% +27 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 7,628 $1.18M 0.3% -574 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 7,622 $1.18M 0.21% +69 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,708 $1.18M 0.1% +178 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 7,607 $1.18M 0.48% -87 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 7,599 $1.18M 0.68% +2,043 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,585 $1.18M 0.24% -137 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,558 $1.18M 0.2% +1,666 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,550 $1.17M 0.2% +2,862 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 7,542 $1.17M 0.6% -107 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 7,527 $1.17M 0.39% +211 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 7,515 $1.17M 0.05% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,485 $1.16M 0.04% -141 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,483 $1.16M 0.48% +365 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,465 $1.16M 0.72% +99 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 7,446 $1.16M 0.07% +1,649 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 7,444 $1.16M 0.19% +178 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 7,438 $1.16M 0.61% +5,117 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,436 $1.15M 0.23% +1,828 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,434 $1.15M 0.42% -19 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 7,433 $1.15M 0.27% +5,994 13F-HR Timeline PROSPECTOR PARTNERS LLC in group PROSPECTOR PARTNERS LLC More: the full row for PROSPECTOR PARTNERS LLC 7,427 $1.15M 0.14% new 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,377 $1.15M <0.01% -16,504 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,373 $1.14M 0.19% -143 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 7,399 $1.14M 2.02% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 7,359 $1.14M 0.54% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7,349 $1.14M 0.12% +254 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,334 $1.14M 0.1% -24 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 7,318 $1.14M 1.13% 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 7,318 $1.14M 0.34% -200 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 7,313 $1.14M 0.79% +172 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,304 $1.13M 0.09% -199 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,300 $1.13M 0.26% -44 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,295 $1.13M 0.31% +869 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 7,293 $1.13M 0.03% 0 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 7,281 $1.13M 0.41% -48 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 7,279 $1.13M 0.13% +1,820 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 7,256 $1.13M 0.27% -1,158 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 7,254 $1.13M 0.48% +462 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 7,231 $1.12M 0.47% -1,540 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 7,229 $1.12M 0.1% +137 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 7,217 $1.12M 0.75% 0 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 7,203 $1.12M 0.35% +231 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,203 $1.12M 0.14% -396 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,198 $1.12M 0.21% -27 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 7,176 $1.11M 0.11% -553 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 7,161 $1.11M 0.56% +5,287 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 7,152 $1.11M 0.47% -161 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 7,136 $1.11M 0.31% +534 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 7,134 $1.11M 0.83% +71 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 7,131 $1.11M 0.04% +3,716 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,124 $1.11M 0.81% -27 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 7,099 $1.1M 0.21% -1,701 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 7,078 $1.1M 0.79% +180 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7,075 $1.1M 0.5% +465 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,071 $1.1M 0.07% -48 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 7,039 $1.09M 0.02% +1,151 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 7,036 $1.09M 0.32% +1,420 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,033 $1.09M 0.21% -668 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 7,022 $1.09M 0.36% +3,501 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7,009 $1.09M 0.24% +346 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 6,985 $1.09M 0.08% +150 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 6,994 $1.09M 0.23% +56 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 6,992 $1.09M 0.09% +608 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,984 $1.08M 0.24% +169 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 6,970 $1.08M 0.75% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,963 $1.08M 0.36% +235 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 6,962 $1.08M 0.51% +660 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 6,947 $1.08M 0.21% +3,951 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 6,945 $1.08M 0.23% +172 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 6,941 $1.08M 0.3% +2,650 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 6,919 $1.07M 0.19% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,919 $1.07M 0.04% +306 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 6,919 $1.07M 0.73% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,912 $1.07M 0.15% +4,044 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6,900 $1.07M 0.31% +1 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,900 $1.07M 0.26% +877 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 6,860 $1.07M 0.27% +187 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,807 $1.06M 0.38% +477 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 6,840 $1.06M 0.2% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 6,819 $1.06M 0.31% -440 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,815 $1.06M 0.56% +45 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,805 $1.06M 0.94% +4,492 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 6,800 $1.06M 0.43% +430 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,763 $1.05M 0.35% +73 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 6,761 $1.05M 0.19% +735 13F-HR/A Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 6,755 $1.05M 0.45% +569 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 6,744 $1.05M 0.45% +241 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 6,733 $1.05M 0.29% -501 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 6,711 $1.04M 0.55% +317 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 6,699 $1.04M 0.03% -52 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 6,703 $1.04M 0.26% 0 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 6,703 $1.04M 0.09% +85 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 6,695 $1.04M 0.34% -300 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 6,687 $1.04M 0.09% -232 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 6,683 $1.04M 0.49% +1,089 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 6,676 $1.04M 0.32% +485 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,671 $1.04M 0.22% +1,398 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 6,655 $1.03M 0.36% +1,330 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 6,646 $1.03M 0.2% -88 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 6,643 $1.03M 0.08% +194 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 6,600 $1.03M 0.03% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,625 $1.03M 0.28% +731 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,631 $1.03M 0.26% +1,889 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,621 $1.03M 0.12% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 6,537 $1.03M 0.18% -236 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,604 $1.03M 0.23% -55 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 6,600 $1.02M 0.38% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 6,599 $1.02M 0.71% +17 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,592 $1.02M 0.31% -300 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 6,576 $1.02M 0.02% -82 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 6,600 $1.02M 0.15% 0 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,564 $1.02M 0.22% -19 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 6,560 $1.02M 0.2% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 6,556 $1.02M 0.29% +84 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,602 $1.02M 0.84% +476 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 6,545 $1.02M 0.28% +670 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 6,545 $1.02M 2.19% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,529 $1.01M 0.55% -198 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 6,510 $1.01M 0.7% -725 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,493 $1.01M 0.05% +486 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,484 $1.01M 0.24% +1,054 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 6,483 $1.01M 0.27% -6,644 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 6,475 $1.01M 0.49% -100 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 6,475 $1.01M 0.93% +274 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 6,473 $1.01M 0.69% +36 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,437 $1000K 0.06% -3,631 13F-HR/A Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 6,433 $999K 0.78% +71 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,430 $998K 0.06% +2,246 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 6,420 $997K 0.59% +1,573 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,412 $996K 0.34% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 6,411 $996K 0.13% -58 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,401 $994K 0.12% -128 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 6,389 $992K 0.12% 0 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 6,388 $992K 0.06% -67 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,384 $991K 0.05% -69,463 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 6,380 $991K 0.17% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 6,377 $990K 0.42% +424 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 6,376 $990K 0.35% -479 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 6,365 $988K 0.4% -33 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 6,358 $987K 0.14% +3,599 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 6,356 $987K 0.53% +66 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,356 $987K 0.06% -500 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 6,355 $987K 0.33% +1,889 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 6,336 $984K 0.89% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 6,330 $983K 0.27% +3 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,325 $982K 0.17% +123 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,325 $982K 0.12% +310 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 6,313 $980K 0.24% +291 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,303 $979K 0.24% +43 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,302 $979K 0.11% +694 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 6,301 $978K 0.26% +185 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 6,297 $978K 0.59% -140 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 6,283 $976K 0.69% +42 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,282 $976K 0.75% +45 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 6,279 $975K 0.1% +1,673 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 6,269 $974K 0.15% -460 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 6,267 $973K 0.16% +2 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 6,256 $972K 0.45% +102 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,240 $969K 0.07% -75,709 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,235 $968K 0.55% +269 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 6,234 $968K 0.5% +76 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 6,234 $968K 0.55% +105 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,232 $968K 0.34% -157 13F-HR Timeline Covalis Capital LLP in group Covalis Capital LLP More: the full row for Covalis Capital LLP 6,231 $968K 0.11% new 13F-HR/A Timeline Group Edgemoor Investment Advisors, Inc. 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