Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 7,016 $258K 0.19% +706 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 7,000 $257K 0.11% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 7,000 $257K 0.04% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 7,000 $257K 0.12% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 6,983 $257K 0.05% -888 13F-HR/A Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,974 $256K 0.01% +15 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 6,955 $256K 0.05% -62 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 6,945 $255K 0.04% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,920 $254K 0.11% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 6,915 $254K 0.08% -22,944 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 6,900 $254K 0.02% +129 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,900 $254K <0.01% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 6,872 $253K 0.02% new 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 6,827 $251K 0.02% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,800 $250K 0.01% -1,200 13F-HR Timeline Kore Advisors LP More: the full row for Kore Advisors LP 6,800 $250K 0.29% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,772 $249K 0.02% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,767 $249K 0.03% -5,517 13F-HR Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 6,563 $248K 0.15% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6,756 $248K 0.08% +100 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,751 $248K 0.06% +66 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,733 $248K <0.01% -4,400 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,747 $247K 0.05% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,701 $246K 0.15% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,688 $246K 0.01% +101 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 6,669 $245K 0.19% +6 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,665 $245K 0.02% +27 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,611 $243K 0.04% +11 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 6,575 $242K 0.06% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 6,571 $242K 0.02% +767 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 6,571 $242K 0.12% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,557 $241K 0.02% -650 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 6,505 $239K 0.17% +47 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 6,501 $239K 0.05% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,500 $239K 0.04% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 6,477 $238K 0.08% -64 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 6,450 $237K 0.14% 0 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 6,445 $237K 0.01% -1,604 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 6,440 $237K 0.06% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,430 $236K 0.02% -290 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 6,416 $236K 0.13% new 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 6,400 $235K 0.19% 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,389 $235K <0.01% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,375 $234K 0.05% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 6,355 $234K 0.03% +6,115 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 6,365 $234K 0.13% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,350 $233K 0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 6,349 $233K 0.08% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,252 $233K 0.02% -634 13F-HR Timeline First Trust Capital Management L.P. More: the full row for First Trust Capital Management L.P. 6,337 $233K 0.01% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 6,324 $232K 0.04% +358 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 6,312 $232K 0.1% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 6,309 $232K 0.04% 0 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 6,300 $232K 0.27% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,300 $232K <0.01% new 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 6,040 $231K 0.03% +33 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,273 $231K 0.04% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 6,257 $230K 0.04% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 6,275 $230K 0.08% +9 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,254 $230K 0.01% -149 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 6,247 $230K 0.08% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,278 $229K 0.02% +684 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,214 $228K <0.01% +20 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 6,206 $228K 0.11% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 6,194 $228K 0.18% +743 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 6,176 $227K 0.03% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 6,174 $227K 0.02% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 6,174 $227K 0.1% -114 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 6,173 $227K 0.09% +574 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 6,152 $226K 0.04% -593 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,146 $226K 0.04% -700 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 6,136 $226K 0.09% +13 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 6,131 $225K 0.01% new 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 6,128 $225K <0.01% 0 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 6,110 $225K 0.01% 0 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 6,109 $225K 0.02% +73 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 6,105 $224K 0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 6,101 $224K 0.17% +279 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 6,100 $224K 0.06% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,100 $224K 0.07% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,085 $224K 0.02% +40 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 6,075 $223K 0.08% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 6,075 $223K 0.11% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 6,075 $223K 0.05% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 6,060 $223K 0.09% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,060 $223K 0.06% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,058 $223K 0.01% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,049 $222K 0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 6,036 $222K 0.09% +56 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,013 $221K 0.02% +8 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 6,005 $221K 0.04% 0 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 6,000 $221K 0.03% -1,402 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 6,000 $221K 0.03% -2,300 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 6,000 $221K 0.15% 0 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 6,000 $221K 0.06% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 6,000 $221K 0.12% -719 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 6,000 $221K 0.15% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,999 $221K 0.04% +40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 5,821 $220K 0.06% +76 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,773 $220K 0.01% +68 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 5,970 $219K 0.12% -268 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 5,969 $219K 0.09% +679 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 5,969 $219K 0.14% -429 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 5,955 $219K 0.14% 0 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 5,934 $218K 0.07% -567 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 5,930 $218K 0.1% +72 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5,900 $217K 0.07% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 5,900 $217K 0.1% -765 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 5,900 $217K 0.12% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,900 $217K 0.03% +1 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,896 $217K 0.04% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 5,881 $216K 0.06% -72,139 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 5,842 $215K 0.08% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 5,818 $214K 0.05% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 5,800 $213K 0.02% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 5,800 $213K 0.03% -1,950 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 5,794 $213K 0.05% +81 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,792 $213K 0.02% 0 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 5,590 $213K 0.05% +39 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,766 $212K 0.01% +30 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,740 $211K <0.01% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,722 $210K 0.05% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,720 $210K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,707 $210K 0.13% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 5,695 $209K 0.11% -1,129 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 5,683 $209K 0.06% -97 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 5,673 $209K 0.14% -984 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,663 $208K 0.1% +1 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 5,655 $208K 0.05% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,653 $208K 0.05% +32 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 5,600 $207K 0.07% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,614 $206K 0.05% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 5,600 $206K 0.02% 0 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 5,592 $206K 0.2% +58 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 5,584 $205K 0.16% 0 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 5,573 $205K 0.06% +15 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,546 $204K 0.01% +121 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 5,545 $204K 0.05% -50 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 5,532 $203K 0.02% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 5,521 $203K 0.13% +34 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 5,500 $202K 0.04% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,481 $201K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 5,475 $201K 0.1% new 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 5,461 $201K 0.04% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,460 $201K 0.01% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 5,460 $201K 0.04% +77 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 5,449 $200K 0.09% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 5,446 $200K 0.02% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,442 $200K 0.02% +7 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,322 $196K 0.06% -498 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 5,143 $189K 0.04% +275 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 5,057 $186K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,025 $185K 0.01% +2 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5,017 $184K 0.1% +64 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 5,006 $184K 0.04% +67 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 5,000 $184K 0.05% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,990 $183K 0.01% +5 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,960 $182K 0.08% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,960 $182K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,939 $182K 0.02% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,912 $181K 0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,747 $174K <0.01% -365 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,700 $173K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,622 $170K 0.02% +814 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 4,468 $164K 0.04% +5 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,366 $160K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,312 $159K <0.01% -215 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,320 $159K 0.08% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,288 $158K 0.03% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,300 $157K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,198 $154K 0.02% +445 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,175 $153K 0.08% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 4,147 $152K 0.08% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,050 $149K 0.12% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 3,936 $145K 0.1% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,900 $143K 0.01% -200 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,841 $141K 0.01% +50 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,806 $140K 0.06% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 3,805 $140K 0.02% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 3,700 $136K 0.04% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,640 $134K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 3,558 $131K 0.01% +2,400 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,543 $130K 0.04% +50 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3,534 $130K 0.04% +1,240 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,507 $129K <0.01% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 3,500 $129K 0.08% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 3,363 $124K 0.11% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,314 $122K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,300 $121K 0.02% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,226 $119K 0.01% +2,351 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 3,214 $118K 0.18% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,141 $115K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,125 $115K 0.01% -2,650 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,000 $110K 0.04% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 3,000 $110K 0.05% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,000 $110K 0.07% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,998 $110K 0.05% +1 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,981 $110K <0.01% -200 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,982 $110K 0.01% +1,924 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,981 $110K 0.01% 0 13F-HR Timeline