Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,717 $967K 0.03% +56 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,713 $966K 0.05% -4,134 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 4,700 $964K 0.36% -24,834 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,699 $963K 0.06% +395 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,696 $963K 0.29% +108 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,685 $960K 0.04% +1,330 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,652 $954K 0.3% +525 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,594 $951K 0.27% +1,868 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,582 $939K 0.02% -8,587 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,546 $932K 0.46% -11 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,535 $930K 0.02% +556 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,531 $929K 0.03% -63 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,523 $927K 0.16% -553 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,513 $925K 0.13% -1,091 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,513 $925K 0.05% +23 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,506 $924K 0.03% +159 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,491 $921K 0.04% +2,679 13F-HR Timeline Group Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 4,469 $916K 1.06% -4 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 4,456 $913K 0.52% -290 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,432 $909K 0.2% -119 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 4,431 $908K 0.05% -6 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,422 $907K 0.03% -1,923 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,413 $905K 0.09% -566 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,395 $901K 0.27% -50 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,384 $900K 0.17% -46 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 4,379 $898K 0.23% +427 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,373 $896K 0.44% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,545 $893K 0.01% -799 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,353 $892K 0.07% -41 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,314 $884K 0.11% -201 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,296 $882K 0.22% +89 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,302 $882K 0.78% -44 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 4,301 $882K 0.8% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,292 $880K 0.45% +1,264 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,288 $879K 0.02% -499 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,271 $876K 0.03% -87 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,683 $875K 0.11% +1,835 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,258 $873K 0.08% -168 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,234 $868K 0.24% -94 13F-HR/A Timeline CNB Bank More: the full row for CNB Bank 4,221 $865K 0.44% +444 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 4,221 $865K 0.38% -66 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,221 $865K 0.25% -130 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,199 $861K 0.03% +1,236 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,197 $860K 0.04% +639 13F-HR Timeline Group StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 4,162 $853K 0.36% -7,082 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,156 $852K 0.02% +639 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,148 $850K 0.03% -429 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,140 $849K 0.16% +900 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,117 $844K -1,172 Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,110 $843K 0.33% +213 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,105 $842K 0.33% -96 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,098 $840K 0.72% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,088 $838K 0.51% -1,363 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 4,074 $835K 0.1% -56 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 4,073 $835K 0.18% -910 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,067 $834K 0.08% 0 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 4,064 $833K 0.59% -322 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 4,060 $832K 0.48% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,055 $831K 0.05% -314 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,049 $830K 0.05% -864 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 4,344 $826K 0.29% +540 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,027 $826K 0.07% -2,255 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,000 $821K 0.08% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 4,000 $820K 0.52% -1,282 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 3,544 $814K 0.15% -7 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,966 $813K 0.17% +400 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,950 $810K 0.38% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,912 $802K 0.02% -590 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 3,896 $799K 0.22% +799 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,894 $798K 0.22% -278 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,881 $796K 0.08% -136 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,861 $792K 0.15% -122 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,860 $791K 0.1% -72 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,859 $791K 0.03% -412 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,856 $790K 0.15% +149 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,852 $790K 0.1% +194 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,850 $789K 0.09% -187 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,787 $776K 0.07% +436 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 3,772 $773K 0.42% -7 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,764 $772K 0.13% +608 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 3,761 $771K 0.57% +174 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,750 $769K 0.5% +7 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,733 $765K 0.05% +1,627 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,732 $765K 0.18% -1,644 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,719 $762K 0.11% -1,628 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,797 $762K 0.19% +1,027 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 3,800 $761K 0.1% new 13F-HR Timeline Group Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 3,714 $761K 0.32% +63 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,708 $760K 0.02% +4 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,700 $758K 0.1% -250 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,699 $758K 0.02% -28 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 3,698 $758K 0.13% +216 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,697 $758K 0.06% -5,082 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,690 $756K 0.53% -205 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3,689 $756K 0.27% +1 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,654 $749K 0.15% +189 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,652 $749K 0.03% -394 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,598 $738K 0.04% -4,613 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,585 $735K 0.77% -189 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,585 $735K 0.05% +693 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,550 $728K 0.07% -625 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,550 $728K 0.02% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,538 $726K 0.19% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,533 $724K 0.04% +82 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,512 $720K 0.3% -810 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,508 $719K 0.07% -824 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,508 $719K 0.25% +218 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,492 $716K 0.14% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,475 $713K 0.02% -405 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,815 $713K 0.04% -245 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,464 $711K 0.01% new 13F-HR/A Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,466 $711K 0.18% -8 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,463 $710K 0.14% -396 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,448 $707K 0.06% +38 13F-HR/A Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,718 $707K 0.08% +270 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,445 $706K 0.24% +228 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,443 $706K 0.03% -123 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,440 $705K 0.01% -542 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,420 $701K 0.4% +4 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,411 $699K 0.05% +453 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,406 $698K 0.09% +219 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,402 $697K 0.06% -974 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,402 $697K 0.03% +490 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,393 $695K 0.05% +133 13F-HR Timeline Teewinot Capital Advisers, L.L.C. More: the full row for Teewinot Capital Advisers, L.L.C. 3,382 $693K 0.07% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,345 $686K 0.23% -1,634 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 3,335 $685K 0.32% -83 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,335 $684K 0.04% -1,640 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,617 $683K 0.03% -2,001 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,323 $681K 0.27% +757 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,319 $680K 0.4% -95 13F-HR Timeline Group Emprise Bank More: the full row for Emprise Bank 3,318 $680K 0.36% -232 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,317 $680K 0.03% +263 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 3,304 $677K 0.03% -2,833 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,304 $677K 0.03% +334 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,298 $676K 0.16% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,283 $674K 0.07% -737 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,275 $671K 0.04% -75 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,274 $671K 0.06% +934 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,272 $671K 0.1% +11 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,259 $668K 0.13% -4,296 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,253 $667K 0.04% 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,250 $666K 0.07% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,241 $664K 0.16% +161 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,235 $663K 0.31% -297 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,354 $662K 0.04% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,226 $661K <0.01% -153 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,221 $660K 0.12% -880 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,215 $659K 0.19% -70 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,210 $658K 0.11% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,210 $658K 0.22% -1,290 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,202 $656K 0.09% -549 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,199 $656K 0.09% -96 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,197 $655K 0.05% -63 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,192 $654K 0.24% -417 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,184 $653K 0.01% -6,356 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,169 $650K 0.09% +667 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,164 $649K 0.1% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 3,160 $648K 0.32% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,141 $644K 0.12% -107 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,133 $642K 0.27% +1,000 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,130 $642K 0.08% -174 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,128 $641K 0.02% -27,735 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 3,120 $640K 0.42% +959 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,111 $638K 0.34% +18 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,075 $630K 0.11% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 3,075 $630K 0.62% +60 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,070 $629K 0.06% +625 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,187 $628K 0.27% +337 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,052 $626K 0.66% +111 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,049 $625K 0.1% -3,599 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 3,018 $619K 0.6% +481 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,014 $618K 0.4% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,004 $616K 0.04% +81 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 3,003 $616K 0.3% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,001 $615K 0.08% -1,131 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 3,000 $615K 0.29% 0 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 2,995 $614K 0.56% +1,395 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,982 $611K 0.04% -22 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,980 $611K 0.04% +250 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,962 $607K 0.15% -30 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,948 $604K 0.17% -1,107 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,941 $603K 0.17% +107 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,934 $601K 0.3% -328 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,897 $594K 0.28% -150 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,894 $593K 0.09% +10 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,893 $593K 0.31% +157 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,891 $593K 0.02% -175 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,873 $589K 0.16% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,872 $589K 0.21% -591 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,861 $587K 0.49% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,860 $586K 0.02% +274 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,860 $586K -2,029 Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,856 $585K 0.04% -8,607 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 2,853 $585K 0.36% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,847 $585K 0.03% -42 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,995 $584K 0.03% +1,695 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,846 $583K 0.09% +312 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,836 $581K 0.31% +836 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,828 $580K 0.02% -62 13F-HR Timeline