Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 32,550 $605K 0.01% +17,200 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 32,261 $600K 0.1% -3,832 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 32,244 $599K 0.17% -743 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 32,184 $598K 0.03% +424 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 32,172 $598K 0.02% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 32,074 $596K <0.01% +9,500 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 31,854 $596K 0.03% +2,979 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 32,002 $595K 0.08% 0 13F-HR Timeline RK Capital Management, LLC/FL More: the full row for RK Capital Management, LLC/FL 32,000 $595K 0.56% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 31,969 $594K 0.16% +681 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 31,764 $590K 0.53% -3,069 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 31,726 $590K 0.15% +366 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 31,716 $590K 0.25% -5,000 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 31,667 $589K 0.02% 0 13F-HR Timeline Group Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 31,655 $588K 1.75% +8,780 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 31,400 $584K <0.01% 0 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 31,331 $582K 0.01% +100 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 31,320 $582K 0.08% +38 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 31,029 $577K 0.08% +3,371 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 31,021 $577K 0.04% +3,235 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 30,875 $574K 0.04% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 32,961 $573K 0.03% -25,883 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 30,698 $571K 0.06% -2,923 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 30,500 $567K 0.01% new 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 30,471 $566K 0.04% +4,177 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 30,369 $565K 0.02% +2,277 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 30,352 $564K 0.09% +113 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 30,154 $561K 0.05% +1,800 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 30,001 $558K 0.11% 0 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 30,000 $558K 0.11% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 30,000 $558K 0.15% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 29,943 $557K 0.08% -88 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 29,919 $556K 0.11% +3,949 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 29,861 $555K 0.05% +288 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 29,761 $553K 0.05% new 13F-HR/A Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 29,747 $553K 0.34% -25 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 29,725 $553K 0.13% -47,363 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 28,203 $552K 0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $552K 0.39% -29,687 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29,016 $539K 0.08% 0 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 29,000 $539K 0.29% -192 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 28,835 $536K 0.01% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 28,759 $535K <0.01% -69,277 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 28,743 $534K 0.03% +3,514 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 28,052 $521K 0.11% +4,088 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 28,025 $521K 0.04% +1,275 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 27,648 $514K 0.05% -841 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 27,563 $512K 0.18% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 27,420 $510K 0.06% new 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 27,391 $509K 0.05% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 27,257 $507K 0.05% +351 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 27,178 $505K 0.16% -5,000 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 27,059 $503K 0.38% -3,095 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 27,024 $502K 0.04% -167 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 26,889 $500K <0.01% -8 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 26,839 $499K 0.05% +10,855 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 28,706 $496K 0.2% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 26,382 $490K 0.1% -752 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 26,344 $490K 0.14% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 26,181 $487K 0.23% +118 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 26,177 $487K 0.07% new 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 26,029 $484K 0.29% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 25,957 $483K 0.44% +319 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 25,847 $480K 0.17% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 25,830 $480K 0.05% +406 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 25,617 $476K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 25,617 $476K 0.01% 0 13F-HR Timeline Poplar Forest Capital LLC More: the full row for Poplar Forest Capital LLC 25,450 $473K 0.08% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 25,388 $472K 0.07% +374 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 25,270 $470K 0.03% -4,416 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 25,245 $469K 0.12% -483 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 25,006 $465K 0.21% -408 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 25,000 $465K 0.21% 0 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 24,823 $461K 0.25% -10,959 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 24,765 $460K 0.03% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 24,646 $458K 0.01% 0 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 24,557 $457K 0.07% -834 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 24,473 $455K 0.01% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 24,457 $455K 0.02% -2,011 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 24,322 $452K 0.11% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 24,308 $452K <0.01% -105,894 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 24,175 $449K 0.1% +1,036 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 24,053 $447K 0.09% +4,319 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 24,000 $446K 0.09% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 23,815 $443K 0.02% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 23,806 $443K 0.06% -2,752 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 23,797 $442K 0.42% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 23,763 $442K <0.01% -26,393 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 23,754 $442K 0.06% +163 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 23,722 $441K 0.03% -183 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 23,559 $438K 0.01% -4,234 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 23,535 $438K 0.01% 0 13F-HR Timeline Group Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 23,490 $437K 0.38% -1,925 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 23,487 $437K 0.01% +669 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 23,438 $436K 0.01% -7,907 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 23,419 $435K 0.09% +4,879 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 23,402 $435K 0.01% -10,100 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 23,350 $434K 0.14% -6,650 13F-HR Timeline Partners Group Holding AG More: the full row for Partners Group Holding AG 23,272 $433K 0.02% -1,070 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 23,266 $433K 0.31% -2,270 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 23,044 $428K 0.01% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 22,994 $427K 0.03% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 22,847 $425K 0.28% +270 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 21,622 $424K 0.04% 0 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 22,602 $420K 0.16% 0 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 22,550 $419K 0.06% +328 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 22,500 $418K 0.32% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,320 $415K 0.12% +1 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 22,237 $413K 0.24% -2,382 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 22,209 $413K 0.03% -5,300 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 22,185 $412K 0.2% +5,270 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 22,108 $411K 0.29% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 22,068 $410K 0.03% +5 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 21,920 $407K 0.02% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 21,799 $405K 0.14% +65 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 21,786 $405K 0.01% +2,344 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 21,719 $404K 0.18% +1,749 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 21,700 $403K 7.01% -182 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 21,586 $401K 0.08% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 21,441 $399K 0.08% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 21,440 $399K 0.01% +13,650 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 21,425 $398K 0.49% +1,200 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 21,424 $398K 0.07% +427 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 21,370 $397K 0.2% +9,251 13F-HR Timeline Group Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 21,323 $396K 0.26% -2,132 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 21,205 $394K 0.21% +216 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 400 $393K 0.1% -18,296 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 21,091 $392K 0.07% +485 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 21,113 $392K 0.01% +4,240 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 21,041 $391K <0.01% +8,118 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 21,040 $391K 0.05% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 21,030 $391K 0.14% -150 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 20,907 $389K 0.06% -665 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 20,792 $387K 0.02% +1,837 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 19,632 $385K 0.13% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 20,647 $384K 0.27% +65 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 20,632 $384K 0.01% -8,932 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 20,620 $383K 0.04% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 20,500 $381K 0.29% +9,000 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 23,296 $380K 0.03% +5,263 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,289 $380K 0.02% +209 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 20,288 $380K 0.16% -712 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 20,391 $379K 0.08% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 20,354 $378K <0.01% -11,888 13F-HR/A Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 20,192 $375K 0.37% +5,000 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 20,187 $375K 0.22% -38 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 20,157 $375K 0.03% -8,790 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 20,090 $373K 0.08% +3,000 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 20,043 $373K 0.22% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 20,000 $372K 0.2% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 19,915 $370K 0.07% -14,325 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 19,900 $370K 0.44% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 19,793 $368K 0.08% +793 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 19,641 $365K 0.15% -35 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 19,521 $363K 0.14% +288 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 22,785 $363K 0.08% -1,264 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 19,456 $362K 0.08% +1,569 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 18,321 $359K 0.12% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 19,208 $357K 0.12% +3,071 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 19,200 $357K 0.08% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 19,033 $354K 0.16% -612 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 19,029 $354K 0.13% +821 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 19,003 $353K 0.04% -894 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 18,878 $351K 0.33% +33 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 18,753 $349K 0.06% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 19,972 $349K 0.15% -3,028 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 18,725 $348K 0.01% -3,000 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 18,679 $347K <0.01% -4,740 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 18,673 $347K <0.01% -1,716 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 18,632 $346K 0.22% +7 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 18,619 $346K 0.03% -4,956 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 18,507 $344K 0.03% +1,435 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 17,547 $344K 0.22% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 18,463 $343K 0.01% +8,451 13F-HR Timeline Fortitude Advisory Group L.L.C. 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