NFSG Corp More: the full row for NFSG Corp 8,521 $1.06M 0.17% +4,187 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,514 $1.06M 0.55% -9 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 8,511 $1.06M 0.02% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,501 $1.05M 0.31% -1,170 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 8,808 $1.05M 0.38% -165 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,481 $1.05M 0.2% -38 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 8,474 $1.05M 0.36% 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 8,462 $1.05M 0.13% -4,691 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 8,444 $1.05M 0.02% -2,208 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,415 $1.04M 0.93% -295 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 8,408 $1.04M 0.26% -3,417 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 8,344 $1.03M 0.12% -5 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,330 $1.03M 0.07% +1,855 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 8,280 $1.03M 0.02% new 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,265 $1.02M 0.19% -897 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 8,252 $1.02M 0.14% -200 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 8,243 $1.02M 0.03% +1,373 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,241 $1.02M 0.08% -78 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 8,184 $1.01M 0.33% +150 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 8,180 $1.01M 0.14% -216 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 8,180 $1.01M 0.09% -88 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 8,169 $1.01M 0.1% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 8,168 $1.01M 0.23% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 8,165 $1.01M 0.61% -188 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 8,157 $1.01M 0.51% -169 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,131 $1.01M 0.04% -4,108 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 8,130 $1.01M 0.03% +1,155 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8,125 $1.01M 0.07% -2,906 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 8,125 $1.01M 0.86% +455 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,114 $1.01M 0.16% +390 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 8,102 $1M 0.67% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,090 $1M 0.17% +4,458 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 8,083 $1M 0.87% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 8,072 $1M 0.55% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 8,064 $1M 0.1% +95 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 8,042 $997K 0.34% -1,248 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 8,854 $996K 0.68% +270 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 8,028 $996K 0.09% +1,923 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 8,026 $995K 0.17% -1,690 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 8,024 $995K 0.77% -170 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 8,013 $994K 0.07% -1,797 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 7,958 $991K 0.68% -731 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,956 $987K 0.07% -2,240 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 7,943 $985K 0.4% +660 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 7,938 $984K 0.06% +472 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,930 $984K 0.09% +444 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,915 $982K 0.05% -1,460 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 7,911 $981K 0.24% +333 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,892 $979K 0.04% -1,322 13F-HR Timeline Group FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 7,887 $978K 0.11% -433 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,886 $978K 0.2% -2,130 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,878 $977K 0.2% -1,850 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 7,872 $976K 0.35% +304 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,862 $975K 0.23% +424 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,857 $974K 0.12% +637 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 7,848 $973K 0.42% -600 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 7,810 $969K 0.1% -70 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7,806 $968K 0.14% +1,532 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 7,804 $968K 0.04% -3,486 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,802 $968K 0.15% +417 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 7,801 $967K 0.64% -148 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,784 $965K 0.65% -1,050 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,766 $963K 0.03% +376 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 7,757 $962K 0.01% -31 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 7,754 $962K 0.35% +2,001 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 7,738 $960K 0.51% -200 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 7,714 $957K 0.67% +49 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 7,712 $956K 0.34% -8,757 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,707 $956K 0.11% -1,253 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 7,705 $955K 0.24% -600 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,693 $954K 0.23% +3 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 7,683 $953K 0.22% -2,017 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 7,680 $952K 0.44% -131 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 7,676 $952K 0.31% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 7,653 $949K 0.54% +244 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 7,663 $949K 0.66% -1,611 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,640 $947K 0.06% -1,158 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 7,620 $945K 0.12% -149 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 7,616 $944K 0.16% -11,611 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 7,609 $944K 0.31% +872 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,606 $943K 0.05% +53 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 7,571 $943K 0.11% +419 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 7,585 $941K 0.06% -598 13F-HR Timeline Group Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 7,569 $939K 0.29% +942 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,562 $938K 0.15% +1,535 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,539 $935K 0.02% -867 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,533 $934K 0.62% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,531 $934K 0.15% +41 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,521 $933K 0.04% -57,555 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7,517 $932K 0.43% +5 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7,476 $927K 0.19% +195 13F-HR/A Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 7,473 $927K 0.17% -403 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,468 $926K 0.27% -100 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,454 $924K 0.15% -145 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 Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 7,414 $923K 0.66% -2,593 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 7,442 $923K 0.15% +1,159 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 7,438 $922K 0.44% -60,105 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 7,435 $922K 0.14% -384 13F-HR/A Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,434 $922K 0.17% -5 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 7,415 $919K 0.01% -5,609 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,406 $918K 0.1% -21,518 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 7,400 $918K 0.26% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,394 $917K 0.07% +152 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,375 $915K 0.37% -1,118 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 7,354 $912K 0.4% -2,932 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 7,347 $911K 0.63% +110 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,343 $911K 0.15% -2,415 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,336 $910K 0.29% -108 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 7,333 $909K 0.06% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,314 $907K 0.24% -230 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 7,317 $904K 0.4% +84 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,254 $900K 0.06% -14 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,215 $895K 0.06% +582 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 7,176 $890K 0.48% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 7,174 $890K 0.31% -469 13F-HR/A Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 7,723 $890K 0.22% -1,288 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,168 $889K 0.2% -493 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 8,998 $888K 0.25% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 7,123 $885K 0.36% +1,300 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,129 $884K 0.33% -432 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,076 $881K 0.21% -368 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,087 $879K 0.16% -148 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,085 $879K 0.03% +198 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 7,050 $874K 0.26% -2,001 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,032 $872K 0.08% +911 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 7,028 $872K 0.06% -583 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 7,025 $871K 0.13% -5,350 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,024 $871K 0.03% -718 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 7,000 $868K 0.49% -1,000 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6,971 $864K 0.41% -500 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 6,957 $863K 0.08% -1,105 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 6,957 $863K 0.04% +88 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,945 $861K 0.06% -8,788 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 6,940 $861K 0.38% +242 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,940 $861K 0.03% +3,288 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,918 $856K 0.13% +150 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,898 $855K 0.25% +362 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 6,869 $855K 0.06% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 6,895 $855K 0.2% -570 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,888 $854K 0.04% +565 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,883 $854K <0.01% -1,966 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 6,873 $852K 0.34% -680 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 6,872 $852K 0.16% -3,062 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 6,860 $851K 0.11% -363 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 6,855 $850K 0.08% -171,822 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 9,732 $849K 0.25% -177 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 6,804 $844K 0.31% 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,793 $842K 0.03% +249 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 6,790 $842K 0.08% -787 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 6,777 $840K 0.36% -113 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,773 $840K 0.09% +224 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 6,773 $840K 0.59% -372 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,766 $839K 0.19% -115 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,749 $837K 0.11% +232 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 6,742 $836K 0.25% -1,859 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 6,735 $835K 0.19% -306 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,733 $835K 0.09% +728 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 6,729 $834K 0.01% -2,564 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,717 $833K 0.12% -826 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,694 $830K 0.05% +744 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,672 $827K 0.22% -6,795 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,671 $827K 0.03% -1,477 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,636 $823K 0.13% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,631 $822K 0.11% -622 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,620 $821K 0.65% -344 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 6,616 $820K 0.3% +666 13F-HR/A Timeline Old Port Advisors More: the full row for Old Port Advisors 6,613 $820K 0.22% -704 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 6,606 $819K 0.23% +6 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 6,600 $818K 0.05% -509 13F-HR Timeline Sunbelt Securities, Inc. 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