Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 7,034 $269K 0.04% +70 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,055 $267K <0.01% +496 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,043 $267K 0.04% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 7,034 $266K 0.06% 0 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 7,020 $266K 0.02% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 7,017 $266K 0.06% +1 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 7,132 $265K 0.03% +653 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 7,000 $265K 0.23% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 7,000 $265K 0.12% 0 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 7,000 $265K 0.11% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 7,000 $265K 0.14% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,959 $263K 0.01% +16 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 6,951 $263K 0.02% -369 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 6,945 $263K 0.05% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 6,941 $263K 0.21% -5,105 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,920 $262K 0.12% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,911 $262K 0.05% +97 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,900 $261K <0.01% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 6,849 $259K 0.11% +43 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,846 $259K 0.07% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 6,832 $259K 0.02% -1,466 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 6,827 $258K 0.03% -1,000 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 6,824 $258K 0.15% +44 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,809 $258K 0.13% -448 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 6,800 $257K 0.02% 0 13F-HR Timeline Kore Advisors LP More: the full row for Kore Advisors LP 6,800 $257K 0.29% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,886 $257K 0.03% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,766 $256K 0.03% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 6,745 $255K 0.05% new 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 6,771 $255K 0.02% new 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 6,724 $254K 0.12% new 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 6,719 $254K 0.14% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 6,706 $254K 0.13% -3,125 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,701 $254K 0.18% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,685 $253K 0.07% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,683 $253K <0.01% -3,024 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 6,665 $252K 0.13% 0 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 6,663 $252K 0.24% +6 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 6,657 $252K 0.21% -375 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6,656 $252K 0.09% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,638 $251K 0.02% -2,000 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,720 $251K 0.02% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 6,525 $251K 0.08% -3,400 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 6,600 $250K 0.24% -7,800 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,600 $250K 0.05% +11 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,587 $249K 0.01% +5 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 6,571 $249K 0.24% +56 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 6,541 $248K 0.1% new 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 6,501 $246K 0.09% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 6,501 $246K 0.06% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,500 $246K 0.04% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 6,458 $244K 0.18% -198 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,456 $244K <0.01% new 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 6,450 $244K 0.16% -352 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,403 $242K 0.01% -2,368 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,375 $241K 0.06% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,369 $241K 0.01% +25 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 6,365 $241K 0.14% +69 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,354 $240K 0.02% +37 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,350 $240K 0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 6,349 $240K 0.09% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 6,398 $239K 0.17% 0 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 6,312 $239K 0.12% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 6,310 $239K 0.23% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 6,309 $239K 0.04% 0 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 6,300 $238K 0.26% -300 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,300 $238K 0.02% new 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 6,288 $238K 0.12% +26 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 6,276 $237K 0.03% -105 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,273 $237K 0.06% -213 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 6,266 $237K 0.1% -1,485 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 6,257 $237K 0.04% -1,577 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 6,247 $236K 0.1% 0 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 6,238 $236K 0.14% -339 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 6,230 $236K 0.06% new 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 6,206 $235K 0.13% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,194 $234K 0.01% new 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 6,180 $234K 0.05% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 6,174 $234K 0.02% -1,803 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 6,128 $232K <0.01% new 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 6,123 $232K 0.11% new 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 6,110 $231K 0.01% new 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 6,092 $231K 0.04% -161,939 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 6,100 $231K 0.07% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,100 $231K 0.09% -300 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 6,075 $230K 0.09% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 6,075 $230K 0.11% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 6,060 $229K 0.11% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,060 $229K 0.07% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,058 $229K 0.01% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,049 $229K 0.01% -1,765 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,045 $229K 0.02% new 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 6,036 $228K 0.02% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,005 $227K 0.02% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,000 $227K 0.65% -66,105 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 6,000 $227K 0.17% new 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 6,000 $227K 0.07% new 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 6,000 $227K 0.15% new 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 6,000 $227K 0.21% 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 6,005 $227K 0.04% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,980 $226K 0.11% +59 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 5,966 $226K 0.05% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,959 $225K 0.05% -6,628 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 6,007 $225K 0.03% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 5,956 $225K 0.03% new 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 5,955 $225K 0.14% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,910 $224K 0.01% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5,900 $223K 0.09% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 5,900 $223K 0.14% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,899 $223K 0.03% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,865 $222K 0.02% new 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 5,858 $222K 0.12% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 5,850 $221K 0.02% -4,748 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 5,842 $221K 0.1% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 5,822 $220K 0.19% -8 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,820 $220K 0.07% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 5,818 $220K 0.06% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,808 $220K 0.03% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 5,804 $220K 0.02% -867 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 5,800 $219K 0.02% -503 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,792 $219K 0.02% +171 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 5,780 $219K 0.08% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,775 $219K 0.03% -950 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,736 $217K 0.02% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,722 $217K 0.06% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,720 $216K 0.02% new 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 5,600 $216K 0.09% new 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 5,713 $216K 0.05% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,707 $216K 0.15% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,705 $216K 0.02% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 5,745 $215K 0.06% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,662 $214K 0.13% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,594 $214K 0.02% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,621 $213K 0.07% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,614 $212K 0.05% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 5,600 $212K 0.02% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 5,599 $212K 0.09% new 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 5,595 $212K 0.06% new 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 5,584 $211K 0.14% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 5,558 $210K 0.07% new 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 5,551 $210K 0.06% new 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 5,534 $209K 0.22% new 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 5,532 $209K 0.02% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 5,503 $208K 0.08% new 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 5,500 $208K 0.04% new 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 5,500 $208K 0.07% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 5,487 $208K 0.15% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,481 $207K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 5,480 $207K 0.05% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,460 $207K 0.02% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,451 $206K 0.19% +83 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 5,449 $206K 0.11% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 5,446 $206K 0.02% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 5,445 $206K 0.04% +80 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,435 $206K 0.03% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,425 $205K 0.15% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,425 $205K 0.02% +118 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 5,411 $205K 0.08% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 5,406 $205K 0.02% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,400 $204K <0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 5,384 $204K 0.07% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 5,383 $204K 0.05% new 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 5,376 $203K 0.01% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,372 $203K 0.03% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,343 $203K 0.07% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,370 $203K 0.02% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 5,361 $203K 0.09% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,359 $203K 0.02% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,334 $202K 0.02% new 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 5,328 $202K 0.03% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,326 $202K 0.01% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,319 $201K 0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,312 $201K 0.02% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,300 $201K 0.02% new 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 5,290 $200K 0.1% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,112 $193K <0.01% new 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 5,100 $193K 0.54% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,023 $190K 0.01% -1,879 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 5,000 $189K 0.05% 0 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,985 $189K 0.01% -895 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,960 $188K 0.14% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,960 $188K 0.02% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,953 $187K 0.12% +68 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,939 $187K 0.02% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,939 $186K 0.04% +73 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4,868 $184K 0.07% +2 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,700 $178K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,532 $171K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,527 $171K 0.01% -1,198 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 4,463 $169K 0.05% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,366 $165K 0.02% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,320 $163K 0.09% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,288 $162K 0.03% +2,104 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,175 $158K 0.09% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 4,147 $156K 0.09% 0 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 4,102 $155K 0.02% -4,102 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 4,100 $155K 0.01% -4,700 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,050 $153K 0.11% +25 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,012 $152K 0.05% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,000 $151K 0.04% -6,553 13F-HR Timeline