BANK OF STOCKTON More: the full row for BANK OF STOCKTON 10,030 $315K 0.1% +2,098 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 10,000 $314K 0.16% +2,000 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 10,000 $314K 0.16% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,871 $310K 0.07% -4,348 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 9,854 $309K 0.02% -389 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 9,831 $308K 0.21% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 9,806 $308K 0.01% new 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 9,800 $307K 0.04% 0 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 9,800 $307K 0.32% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 9,750 $306K 0.01% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 9,650 $303K 0.05% -107 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 9,648 $303K 0.05% +2,164 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 9,612 $301K 0.16% +143 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 9,570 $300K 0.19% -505 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 9,484 $297K 0.04% +18 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 9,430 $296K 0.07% +12 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,389 $294K 0.12% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 9,384 $294K 0.12% 0 13F-HR/A Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 9,349 $293K 0.12% +63 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 9,344 $293K 0.11% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 9,340 $293K 0.03% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,315 $292K <0.01% +649 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 9,283 $291K 0.25% 13F-HR/A Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 9,279 $291K 0.17% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,267 $291K 0.05% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9,233 $290K 0.04% +344 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,211 $289K 0.02% +565 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 9,067 $289K 0.12% +1,196 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 9,179 $288K 0.03% -1,624 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,151 $287K 0.01% -886 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 9,110 $286K 0.01% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 9,105 $286K 0.27% 13F-HR/A Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 9,100 $285K 0.21% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 9,081 $285K 0.02% +341 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 9,051 $284K 0.07% new 13F-HR/A Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 9,043 $284K 0.04% +68 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 9,011 $283K 0.13% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 9,000 $282K 0.15% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 8,996 $282K 0.29% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 8,976 $282K 0.06% +345 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 8,955 $281K 0.18% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 8,960 $281K 0.22% 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 8,924 $280K 0.01% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 8,920 $280K 0.02% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,900 $279K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,874 $278K 0.11% -38 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 8,850 $278K 0.11% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 8,820 $277K 0.02% 0 13F-HR/A Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,784 $275K 0.08% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,723 $274K 0.1% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,717 $273K 0.01% +3,375 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 8,616 $270K 0.13% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 8,151 $270K 0.05% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 8,606 $270K 0.04% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 8,587 $269K 0.02% +641 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 8,571 $269K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8,535 $268K 0.01% 0 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 8,529 $267K 0.05% -103 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 8,519 $267K 0.02% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 8,046 $267K 0.07% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,497 $266K 0.05% -428 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,457 $265K 0.03% +936 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 8,432 $264K 0.14% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 8,406 $264K 0.09% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 8,388 $263K 0.14% +828 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 8,384 $263K 0.17% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 8,380 $263K 0.02% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 8,370 $262K 0.23% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,329 $261K 0.02% -7,450 13F-HR/A Timeline Leisure Capital Management More: the full row for Leisure Capital Management 8,315 $261K 0.1% 0 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 7,720 $259K 0.03% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 8,263 $259K 0.12% +138 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 8,260 $259K 0.19% 0 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 8,250 $259K 0.12% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 8,234 $258K 0.05% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 8,228 $258K 0.03% -109 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 8,192 $257K 0.2% +330 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,183 $257K 0.16% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,161 $256K 0.02% +329 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 8,160 $256K 0.12% 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 8,149 $256K 0.04% +1,130 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,138 $255K 0.03% -109 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 8,123 $255K 0.18% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,098 $254K 0.02% -150 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 8,093 $254K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,090 $254K 0.1% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 8,086 $254K 0.05% 0 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 8,039 $252K 0.06% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 8,010 $251K 0.05% +500 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 8,000 $251K 0.1% new 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 8,000 $251K 0.11% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 8,000 $251K 0.02% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,484 $249K 0.05% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,875 $247K 0.09% +74 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 7,850 $246K 0.1% +87 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 7,822 $245K 0.1% 0 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 7,820 $245K 0.02% new 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 7,810 $245K 0.05% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,753 $244K 0.04% -53 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 7,776 $244K 0.17% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 7,750 $243K 0.01% +37 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,750 $243K 0.05% 0 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 7,711 $242K 0.02% -23,771 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 7,694 $241K 0.08% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 7,681 $241K 0.06% +127 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,658 $240K 0.03% -1,175 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 7,650 $240K 0.1% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 7,645 $240K 0.04% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7,640 $240K 0.11% +57 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 7,625 $239K 0.21% 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 7,619 $239K 0.15% -124 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 7,617 $239K 0.05% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 7,600 $238K 0.09% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,595 $238K 0.04% -6,003 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 7,589 $238K 0.02% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,580 $238K 0.01% -70,113 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,570 $237K 0.03% 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 7,513 $236K 0.1% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,935 $235K 0.04% +116 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 7,500 $235K <0.01% -850 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 7,469 $235K 0.15% +1,418 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 7,488 $235K 0.02% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 7,472 $234K 0.18% 0 13F-HR/A Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 7,409 $232K 0.14% -1,077 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 7,405 $232K 0.15% 0 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 7,402 $232K 0.02% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 7,397 $232K 0.05% -9,073 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7,396 $232K 0.05% -1,662 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 7,363 $231K 0.13% +1 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,290 $229K 0.16% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 7,300 $229K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,264 $228K 0.12% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,258 $228K 0.02% new 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 7,251 $227K 0.12% +98 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 7,240 $227K 0.03% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 7,240 $227K 0.04% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 7,240 $227K 0.01% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,220 $226K 0.02% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 7,201 $226K 0.06% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,196 $226K 0.01% new 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 7,191 $226K 0.18% 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 7,178 $225K 0.02% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,153 $224K 0.01% 0 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 7,148 $224K 0.04% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 6,676 $224K 0.05% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 7,128 $224K 0.08% +80 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 7,125 $223K 0.06% -800 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 6,624 $223K 0.12% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,105 $223K <0.01% new 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 7,093 $222K 0.07% +1 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 7,067 $222K 0.18% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 7,060 $221K 0.08% +49 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 7,034 $221K 0.06% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 7,032 $221K 0.03% -9 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 7,007 $220K 0.02% new 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 7,000 $220K 0.11% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 6,990 $219K 0.17% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 6,980 $219K 0.05% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 6,945 $218K 0.1% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 6,478 $217K 0.02% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6,925 $217K 0.03% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,925 $217K 0.05% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,920 $217K 0.11% -100 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,915 $217K 0.01% -1,829 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,895 $216K 0.04% +232 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,865 $215K 0.02% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 6,851 $215K 0.11% new 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 6,832 $214K 0.01% -80 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 6,831 $214K 0.02% new 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 6,813 $214K 0.04% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,794 $213K 0.01% new 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,781 $213K 0.11% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,770 $212K 0.02% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,757 $212K 0.12% new 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,750 $212K 0.08% -230 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 6,749 $212K 0.01% new 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 6,719 $211K 0.16% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 6,700 $210K 0.01% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 6,700 $210K 0.05% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 6,665 $209K 0.12% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 6,659 $209K 0.05% -2,666 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 6,653 $209K 0.11% new 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 6,645 $208K 0.36% 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,635 $208K 0.04% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 6,633 $208K 0.08% -7,240 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,588 $207K 0.01% +32 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 6,600 $207K 0.06% new 13F-HR/A Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,593 $207K 0.04% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 6,581 $206K 0.15% new 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 6,575 $206K 0.07% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,523 $205K 0.02% new 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 6,508 $204K 0.02% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,500 $204K 0.03% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 6,468 $203K 0.01% new 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 6,450 $202K 0.21% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,436 $202K 0.04% -459 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,418 $201K 0.06% -2,259 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,440 $201K <0.01% +123 13F-HR Timeline Group Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 6,405 $201K 0.05% new 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 6,400 $201K 0.04% +2,800 13F-HR Timeline