MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 9,756 $963K 0.06% -21 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9,728 $960K 0.21% -4,687 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 9,728 $960K 0.13% +172 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 9,722 $960K 0.65% +2,132 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 9,719 $959K 0.27% +6,085 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,716 $959K 0.17% -278 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 9,700 $957K 0.22% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 9,694 $957K 0.09% -155 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 9,678 $955K 0.16% +9 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 9,671 $954K 0.29% +309 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 9,649 $952K 0.42% +1,092 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,626 $950K 0.21% -2,057 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,613 $949K 0.12% +92 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 9,600 $948K 0.03% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 9,586 $946K 0.73% -119 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,571 $945K 0.06% +249 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,559 $943K 0.27% -325 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 9,507 $938K 0.28% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 9,562 $938K 0.04% -110 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 9,491 $937K 0.87% -1,631 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 9,464 $934K 0.25% +1,151 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 9,419 $930K 0.11% +243 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 9,419 $930K 0.4% +3,400 13F-HR Timeline Group AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 9,415 $929K 0.01% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 9,390 $927K 0.58% +249 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 9,378 $926K 0.65% +96 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 9,375 $925K 0.05% -899 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 9,369 $925K 0.31% -117 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 9,602 $924K 0.08% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 9,355 $923K 0.34% +248 13F-HR Timeline Group Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 9,336 $921K 0.35% +775 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,311 $919K 0.03% -1,148 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 9,306 $919K 0.33% +574 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 9,293 $917K 0.02% +1,188 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 9,291 $917K 0.1% +855 13F-HR Timeline Group Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 9,290 $917K 0.34% -825 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 9,283 $916K 0.36% +263 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 9,274 $915K 0.7% -5,935 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 9,262 $914K 0.16% -100 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 9,315 $914K 0.14% +723 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 9,230 $911K 0.08% -108,700 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,220 $910K 0.03% -52 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,214 $909K 0.05% +212 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 9,185 $907K 0.17% -109 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 9,179 $906K 0.09% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,162 $904K 0.19% -543 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 9,107 $899K 0.79% +27 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 9,104 $899K 0.15% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 9,091 $897K 0.29% +383 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 9,070 $895K 0.02% -255 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 9,051 $893K 0.27% -2,140 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 9,009 $889K 0.05% -2,380 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,007 $889K 0.27% +71 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 8,998 $888K 0.25% -293 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 8,973 $886K 0.33% +175 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 8,962 $885K 0.29% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,960 $884K 0.12% +1,010 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 8,940 $882K 0.08% -393 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 9,011 $880K 0.26% +5,601 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 8,898 $878K 0.1% -400 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,878 $876K 0.57% -38 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8,859 $874K 0.37% -15 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,857 $874K 0.59% -159 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 8,849 $873K 0.01% +5,095 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 8,834 $872K 0.62% -20 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,509 $870K 0.03% +2,319 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 8,798 $868K 0.06% +791 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 8,790 $868K 0.65% +58 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,764 $865K 0.06% +977 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 8,781 $865K 0.24% +353 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 8,753 $864K 0.1% -835 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,745 $863K 0.06% +954 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,728 $861K 0.76% +52 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,710 $860K 0.8% -60 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,710 $860K 0.39% -432 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 8,701 $859K 0.04% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 8,689 $858K 0.64% -192 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 8,683 $857K 0.2% +4,469 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 8,638 $853K 0.19% -3,542 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,635 $852K 0.07% +1,160 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 8,616 $850K 0.51% -100 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 8,613 $850K 0.08% +4,832 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 8,601 $849K 0.28% -64 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 8,592 $848K 0.23% +4,678 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,587 $848K 0.18% +375 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,573 $847K <0.01% +265 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,523 $841K 0.49% +315 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,519 $841K 0.19% -7 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 8,511 $840K 0.02% +2,411 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 8,500 $839K 0.53% -4,541 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,499 $839K 0.27% +589 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,493 $838K 0.39% -45 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 8,472 $836K 0.06% -4,075 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 8,584 $835K 0.63% +92 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 8,452 $834K 0.13% -250 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 8,448 $834K 0.39% -75 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 10,057 $830K 0.2% -1,408 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,406 $830K 0.02% +254 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 8,396 $829K 0.13% +217 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 8,379 $827K 0.13% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,376 $827K 0.11% -263 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 8,353 $824K 0.53% +465 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 8,349 $824K 0.12% +374 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 8,326 $822K 0.46% -225 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 8,320 $821K 0.1% -687 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,319 $821K 0.07% -33,422 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 8,305 $820K 0.19% -13 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 8,297 $819K 0.1% +4,258 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 8,268 $816K 0.08% +2,226 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 8,194 $809K 0.67% +425 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 8,183 $808K 0.05% -2,416 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 8,169 $806K 0.08% +681 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 8,151 $805K 0.31% -404 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 8,148 $804K 0.03% +1,595 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 8,102 $800K 0.54% +180 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 8,083 $798K 0.76% -36 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 8,062 $796K 0.07% +1,270 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 8,034 $793K 0.3% -7 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 8,000 $790K 0.53% +4,500 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 8,000 $790K 0.95% new 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 7,982 $788K 0.33% -16 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 7,969 $787K 0.08% -180 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,697 $786K 0.03% -602 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 7,949 $785K 0.58% -228 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 7,938 $784K 0.41% +319 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 7,937 $783K 0.14% +324 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 7,891 $779K 0.26% -932 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 8,516 $778K 0.02% -5,750 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 7,880 $778K 0.08% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 7,876 $777K 0.15% -607 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 7,873 $777K 0.47% +6,573 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 7,861 $776K 0.37% -50 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 7,851 $775K 0.22% -2,596 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 7,819 $772K 0.14% +434 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 7,811 $771K 0.4% -662 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 7,788 $769K 0.01% -358 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 7,769 $767K 0.11% +72 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 9,123 $766K 0.84% -646 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,761 $766K 0.4% +1,792 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,742 $764K 0.03% +260 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,724 $762K 0.16% +689 13F-HR Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 7,717 $762K 1.08% -1,175 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,690 $759K 0.21% +51 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,678 $758K 0.07% +280 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 7,670 $757K 0.68% +355 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 7,665 $757K 0.55% -248 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,661 $756K 0.18% +289 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 7,643 $754K 0.26% -199 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 7,636 $754K 0.28% -750 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 7,611 $751K 0.05% +251 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,599 $750K 0.13% -110 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 7,020 $749K 0.56% -11,168 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 7,578 $748K 0.21% +604 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 7,577 $748K 0.08% +912 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,568 $747K 0.23% +54 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 7,568 $747K 0.29% +1,907 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,561 $746K 0.31% -32 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,553 $746K 0.04% +41 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7,553 $745K 0.31% -1,289 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,544 $745K 0.2% -293 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,543 $745K 0.13% +237 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,533 $743K 0.51% +201 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 8,973 $743K 0.31% -283 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 7,514 $742K 0.02% +663 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7,512 $741K 0.35% +2,849 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 7,491 $739K 0.28% -37 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,490 $739K 0.14% -131 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,486 $739K 0.08% -61 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 7,471 $737K 0.36% -145 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 7,466 $737K 0.05% -89 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 7,465 $737K 0.17% -750 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 7,454 $736K 0.58% -832 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,444 $735K 0.19% new 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,444 $735K 0.25% +15 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,439 $734K 0.15% +160 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,438 $734K 0.18% +2,932 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 7,436 $734K 0.05% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 7,429 $733K 0.03% -910 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 7,409 $731K 0.47% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,407 $731K 0.05% +348 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 7,400 $730K 0.2% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,390 $729K 0.02% +680 13F-HR/A Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,385 $729K 0.12% -662 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 7,382 $729K 0.14% +596 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,536 $728K 0.23% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 7,333 $724K 0.06% -171 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 7,317 $722K 0.21% +65 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 7,297 $720K 0.26% -49,357 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 7,283 $719K 0.32% +110 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7,281 $719K 0.15% -733 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,268 $717K 0.05% +232 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,253 $716K 0.1% -378 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,242 $715K 0.06% +642 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 7,237 $714K 0.53% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,235 $714K 0.14% +1,334 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 7,233 $714K 0.35% +47 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 7,223 $713K 0.1% +18 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,220 $713K 0.11% +1,188 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,182 $709K 0.13% -882 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 7,158 $706K 0.15% 0 13F-HR Timeline