PCM Encore, LLC More: the full row for PCM Encore, LLC 15,066 $2.5M 0.44% -10 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 15,044 $2.49M 0.29% +139 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 12,919 $2.49M 0.8% -467 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 15,040 $2.49M 0.22% +1,568 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 15,027 $2.49M 0.56% -102 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 14,951 $2.48M 0.37% -281 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 14,946 $2.48M 0.68% +3 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 14,907 $2.47M 0.74% -52 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 14,906 $2.47M 0.54% +52 13F-HR/A Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 14,885 $2.47M +1,979 Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 14,874 $2.47M 0.17% +9,920 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 14,869 $2.46M 0.69% -64 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 14,854 $2.46M 0.07% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 14,853 $2.46M 0.79% +183 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 14,850 $2.46M 1.16% -356 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 14,840 $2.46M 1.32% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 14,831 $2.46M 0.26% -8 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 14,829 $2.46M 0.33% -50 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 14,806 $2.45M 1.21% 0 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 12,306 $2.45M 0.04% +2,401 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 14,763 $2.45M 0.73% -1,529 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 14,750 $2.44M 0.55% -72 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 14,732 $2.44M 1.1% +9,241 13F-HR Timeline P.A.W. CAPITAL CORP More: the full row for P.A.W. CAPITAL CORP 14,705 $2.44M 1.87% -595 13F-HR/A Timeline LAWOOD & CO More: the full row for LAWOOD & CO 14,699 $2.44M 1.65% -16 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 14,695 $2.44M 1.2% +121 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 14,694 $2.44M 0.66% -293 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 14,666 $2.43M 0.12% -600 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 14,655 $2.43M 1.36% -9 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 14,634 $2.43M 1.16% +344 13F-HR Timeline SWS Partners More: the full row for SWS Partners 14,607 $2.42M 0.52% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 14,594 $2.42M 0.99% +12 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 14,592 $2.42M 0.06% +1,707 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 14,563 $2.41M 0.74% -639 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 14,561 $2.41M 1.72% +3,953 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,556 $2.41M 0.07% -624 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 13,472 $2.41M 0.29% 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 14,483 $2.4M 0.07% +3,476 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 14,458 $2.4M 0.94% +7,314 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 14,430 $2.39M 0.23% +447 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 14,400 $2.39M 0.72% -60 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 14,392 $2.39M 0.39% +34 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 14,320 $2.37M 0.83% +77 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 14,309 $2.37M 0.45% -790 13F-HR/A Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 14,275 $2.37M 0.66% +1,423 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 14,243 $2.36M 0.15% +40 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 14,224 $2.36M 0.9% +211 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 14,218 $2.36M 0.95% +244 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 14,182 $2.35M 0.85% +5 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 14,158 $2.35M 0.47% +33 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 14,145 $2.34M 0.11% new 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 14,132 $2.34M 0.59% +3,020 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 14,122 $2.34M 1.4% -48 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 14,090 $2.34M 1.61% -120 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 14,075 $2.33M 0.36% +656 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 14,060 $2.33M 0.16% -245 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 14,050 $2.33M 1.02% 0 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 14,035 $2.33M 1.87% -48 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 13,108 $2.32M 0.93% 0 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 13,989 $2.32M 1.21% +763 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 13,940 $2.31M 0.5% +150 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 13,886 $2.3M 1.84% +1,816 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 13,866 $2.3M 0.16% -500 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 13,836 $2.29M 1.08% +412 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 13,821 $2.29M 0.39% -150 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 13,812 $2.29M 0.19% -2,250 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 13,540 $2.29M 1.35% +57 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 13,800 $2.29M 0.03% -218 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 13,756 $2.28M 0.2% +403 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 13,753 $2.28M 1.66% -265 13F-HR Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 13,745 $2.28M 0.11% -643 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 13,732 $2.28M 1.97% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 13,726 $2.28M 0.24% -1,100 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 13,669 $2.27M 0.03% -782 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 13,656 $2.26M 0.29% -95 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 13,577 $2.25M 0.91% -324 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 13,577 $2.25M 0.45% -127 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 12,739 $2.25M 0.35% +61 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 13,510 $2.24M 0.33% +196 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 13,504 $2.24M 0.53% -607 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 13,499 $2.24M 0.11% +171 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 13,492 $2.24M 0.22% -2,695 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 13,488 $2.24M 0.75% +45 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 13,481 $2.23M 0.22% -15 13F-HR Timeline Sound Shore Management Inc /CT/ More: the full row for Sound Shore Management Inc /CT/ 13,475 $2.23M 0.07% +3,620 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 13,470 $2.23M 1.05% +900 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 13,466 $2.23M 0.33% -15 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 13,449 $2.23M 0.17% +12,464 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 13,448 $2.23M 0.9% +668 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 13,426 $2.23M 0.78% -287 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 13,423 $2.23M 0.18% -122 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 13,422 $2.22M 0.43% +110 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13,400 $2.22M 0.1% +796 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 13,362 $2.21M 0.42% -8,533 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 13,353 $2.21M 0.29% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 13,345 $2.21M 0.27% -113 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 13,329 $2.21M 0.59% -570 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 13,306 $2.21M 0.77% +518 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 13,288 $2.2M 0.63% -66 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 13,279 $2.2M 1.03% +1,197 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 13,256 $2.2M 0.73% +38 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,220 $2.19M 0.09% +586 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 13,193 $2.19M 0.65% +103 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 13,191 $2.19M 0.33% +160 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 13,169 $2.18M 0.91% +156 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,161 $2.18M 0.14% +198 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 13,154 $2.18M 0.18% -1,722 13F-HR Timeline NBH Bank More: the full row for NBH Bank 13,142 $2.18M 0.92% 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 13,121 $2.17M 0.13% +11,308 13F-HR Timeline Group MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 13,121 $2.17M 0.5% -390 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 13,100 $2.17M 0.52% -1,800 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 13,080 $2.17M 0.21% -621 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 13,077 $2.17M 1.28% +140 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 14,202 $2.16M 0.89% +131 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 13,050 $2.16M 0.28% -258 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 12,918 $2.14M +8,964 Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 12,903 $2.14M 0.33% +73 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,861 $2.13M 0.13% -461 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 12,847 $2.13M 0.43% +684 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 12,842 $2.13M 0.46% +570 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 12,818 $2.12M 0.45% -5 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 12,806 $2.12M 1.04% -1,070 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 12,787 $2.12M 0.49% +4 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 12,775 $2.12M 0.7% -111 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 10,827 $2.11M 1.14% 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 12,699 $2.1M 0.4% -207 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 12,688 $2.1M 0.71% -299 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 12,655 $2.1M 0.27% -107 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 12,651 $2.1M 0.73% +504 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 10,102 $2.1M 2.42% 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 12,639 $2.09M 0.34% -207 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 12,628 $2.09M 0.41% +100 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 12,620 $2.09M 0.64% +1,506 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 12,618 $2.09M 0.19% -335 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 12,570 $2.08M 0.19% +11,474 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 12,572 $2.08M 0.27% -119 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 12,572 $2.08M 0.26% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 12,553 $2.08M 0.66% -4,023 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 11,089 $2.08M 0.3% -1,497 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 12,520 $2.08M 0.56% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 12,496 $2.07M 0.1% +3,895 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 12,495 $2.07M 0.43% -328 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 12,480 $2.07M 0.51% -191 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 12,460 $2.07M 0.34% +178 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 12,456 $2.06M 0.89% -81 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 12,436 $2.06M 0.38% +205 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 12,434 $2.06M 0.12% +87 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,417 $2.06M 0.34% +627 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 12,393 $2.05M 0.06% -75 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 12,380 $2.05M 0.31% +235 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 12,373 $2.05M 1.4% +241 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 12,371 $2.05M 0.18% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 12,356 $2.05M 0.55% -70 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 12,338 $2.04M 0.69% -954 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 12,336 $2.04M 1.76% -114 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 12,329 $2.04M 0.1% -416 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 12,322 $2.04M 1.3% -41,339 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 12,304 $2.04M 0.53% +509 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 12,303 $2.04M 0.03% +576 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 12,290 $2.04M 0.05% +587 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 12,258 $2.03M 0.19% -50 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12,251 $2.03M 0.22% -870 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 12,177 $2.02M 0.21% -243 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 12,119 $2.01M 0.68% -223 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 12,112 $2.01M 0.66% -52 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 12,061 $2M 0.55% -1,043 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 12,030 $1.99M 1.42% -265 13F-HR/A Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 12,007 $1.99M 0.51% -808 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 11,994 $1.99M 0.51% -921 13F-HR Timeline Royal Palms Capital LLC More: the full row for Royal Palms Capital LLC 11,994 $1.99M 1.75% -115 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 11,993 $1.99M 0.57% -539 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 11,983 $1.99M 0.19% -656 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 11,977 $1.99M 1.39% -2,525 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 11,935 $1.98M 0.31% -1,476 13F-HR Timeline Life Cycle Investment Partners Ltd More: the full row for Life Cycle Investment Partners Ltd 11,924 $1.98M 0.01% +5,967 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,896 $1.97M 0.13% -1,353 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 11,893 $1.97M 1.02% -170 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 11,879 $1.97M 0.09% +251 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 11,850 $1.96M 0.05% -124,700 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 11,698 $1.95M 0.67% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 11,774 $1.95M 0.12% +46 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 11,774 $1.95M 0.37% -850 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,765 $1.95M 0.44% -98 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 11,765 $1.95M 1.29% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 11,779 $1.95M 0.12% +1,418 13F-HR Timeline Milestones Administradora de Recursos L… More: the full row for Milestones Administradora de Recursos Ltda. 11,731 $1.94M 0.38% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 11,707 $1.94M 0.6% -415 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,693 $1.94M 0.07% -424 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 11,662 $1.93M 0.49% 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 11,655 $1.93M 1.04% -428 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 11,630 $1.93M 0.07% +2,219 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 11,629 $1.93M 0.32% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 11,577 $1.92M 0.18% +21 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 11,570 $1.92M 0.59% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 11,567 $1.92M 0.59% +102 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 11,552 $1.91M 1.01% +590 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 11,550 $1.91M 0.08% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 11,548 $1.91M 1.04% +3,121 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 11,543 $1.91M 0.2% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 11,490 $1.9M 0.2% +9,749 13F-HR Timeline