EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,462 $3.16M 0.04% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 8,450 $3.16M 0.67% -133 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,449 $3.16M 0.06% -9,391 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,449 $3.16M 0.17% -33 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 8,422 $3.15M 0.26% -1,443 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 8,363 $3.13M 0.53% +2,103 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 8,362 $3.12M 2.69% -2,130 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 8,347 $3.12M 0.31% -707 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,275 $3.09M 0.18% -1,868 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8,269 $3.09M 0.95% +261 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 8,221 $3.07M 1.78% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,323 $3.07M 0.17% +4,019 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 8,207 $3.07M 0.11% +15 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,136 $3.04M 0.19% +772 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,132 $3.04M 0.37% +94 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,117 $3.03M 0.01% +284 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,241 $3.02M 0.04% +297 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 8,076 $3.02M 0.54% +105 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,073 $3.02M 0.82% +4,169 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,622 $3.01M 0.12% +2,321 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 8,043 $3.01M 0.14% +377 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,993 $2.99M 0.08% +1,010 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,976 $2.98M 0.15% +982 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,973 $2.98M 0.05% -3,220 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 7,968 $2.98M 0.11% -117 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,939 $2.97M 0.07% +23 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,932 $2.96M 0.06% +514 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 7,919 $2.96M 0.83% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 7,918 $2.96M 1.45% +380 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 7,890 $2.95M 1.24% +839 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 7,885 $2.95M 0.92% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,871 $2.94M 0.68% +3,546 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,831 $2.93M 0.29% -12 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 7,825 $2.92M 1.72% 0 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 7,819 $2.92M 2.02% 0 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 7,810 $2.92M 2.34% +84 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 7,788 $2.91M 0.45% +206 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,756 $2.9M 0.08% +980 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 7,725 $2.89M 0.23% +24 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 7,717 $2.88M 1.64% +620 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 7,712 $2.88M 2.47% 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 7,703 $2.88M 0.23% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 7,686 $2.87M 0.12% +1,150 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 7,672 $2.87M 1.19% +349 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,634 $2.85M 0.04% -58,813 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 7,613 $2.85M 0.09% +3,666 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,605 $2.84M 0.62% -37 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 7,560 $2.83M 0.81% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 7,525 $2.81M 0.03% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,906 $2.81M 0.62% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 7,515 $2.81M 0.05% -4 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,514 $2.81M 0.17% -4,447 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,513 $2.81M 0.34% -81 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 7,425 $2.77M 0.18% +700 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 7,422 $2.77M 1.44% -10 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 7,419 $2.77M 0.17% +256 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 7,387 $2.76M 1.18% -968 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 7,372 $2.76M 0.49% +391 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,365 $2.75M 0.27% +131 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 7,361 $2.75M 1.35% 0 13F-HR Timeline Fremen Capital Management LP More: the full row for Fremen Capital Management LP 7,345 $2.75M 2.41% new 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 7,343 $2.74M 0.3% -48 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,331 $2.74M 0.68% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,330 $2.74M 0.03% +3,439 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 7,323 $2.74M 0.15% +509 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,317 $2.73M 0.14% -935 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7,313 $2.73M 0.3% -34 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 7,262 $2.71M 0.05% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,238 $2.71M 0.21% +68 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 7,233 $2.7M 0.2% -231 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,233 $2.7M 0.05% -129 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 7,506 $2.7M 0.55% -207 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 7,228 $2.7M 0.97% +968 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 7,218 $2.7M 1.93% +541 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,203 $2.69M 0.05% -228 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 7,174 $2.68M 0.5% +1,010 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 7,185 $2.66M 0.03% +574 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,089 $2.65M 0.08% +909 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,084 $2.65M 0.03% +790 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,079 $2.65M 0.21% +218 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 7,076 $2.64M 0.09% +20 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 7,059 $2.64M 2.54% -1,357 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,049 $2.63M 0.27% +3,552 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,045 $2.63M 0.09% +507 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 7,000 $2.62M 1.93% -1,000 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 7,000 $2.62M 0.33% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 6,987 $2.61M 0.39% +1,093 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 6,972 $2.61M 0.14% +762 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,961 $2.6M 0.53% +54 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 6,939 $2.59M 0.24% +4,752 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,934 $2.59M 0.16% +49 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,915 $2.58M 0.37% -414 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 6,910 $2.58M 0.06% -5,090 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,901 $2.58M 0.09% +2,187 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 6,881 $2.57M 0.07% +40 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 6,848 $2.56M 0.14% +677 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 6,831 $2.55M -4,273 Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,828 $2.55M 0.11% +248 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,818 $2.55M 0.18% +769 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 6,771 $2.53M 0.68% +2,715 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 6,755 $2.52M 1.08% +146 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 6,750 $2.52M 1.5% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,747 $2.52M 0.26% -325 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,724 $2.51M 0.25% +9 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 6,697 $2.5M 0.49% +389 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,692 $2.5M 0.64% -450 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 6,662 $2.49M 0.46% +1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6,661 $2.49M 0.5% +2,677 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,634 $2.48M 0.08% -3,482 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,627 $2.48M 0.24% -92 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 6,567 $2.45M 0.1% -21,987 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,534 $2.44M 0.03% 0 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,498 $2.43M 0.06% +703 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,472 $2.42M 0.54% -90 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,452 $2.41M 0.14% -54 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6,448 $2.41M 0.02% -1,285 13F-HR Timeline Group Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 6,451 $2.41M 0.12% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 6,400 $2.39M 0.02% new 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,391 $2.39M 0.11% -804 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,389 $2.39M 0.21% +908 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 6,388 $2.39M 0.91% +83 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 6,368 $2.38M 0.55% -352 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,363 $2.38M 0.09% -58,390 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 6,354 $2.37M 0.03% -64 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,351 $2.37M 0.17% -25 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,341 $2.37M 0.19% +3 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 6,340 $2.37M 1.1% +378 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 6,318 $2.36M 0.5% +153 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 6,316 $2.36M 0.67% +400 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 6,300 $2.35M 0.45% +31 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,293 $2.35M 0.07% +22 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,288 $2.35M 0.15% -57 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 6,285 $2.35M 1.06% +263 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 6,272 $2.34M 0.68% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 6,254 $2.34M 0.31% +1,016 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 6,250 $2.34M 2.52% -2,635 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,235 $2.33M 0.21% +726 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,221 $2.32M 0.07% -114 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,201 $2.32M 0.33% +84 13F-HR Timeline New Paradigm Capital Management, LLC in group New Paradigm Capital Manageme… More: the full row for New Paradigm Capital Management, LLC 6,200 $2.32M 4.95% new 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 6,200 $2.32M 1.03% -5,159 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,178 $2.31M 0.12% +255 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,162 $2.3M 0.09% -898 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 6,153 $2.3M 0.4% -61 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 6,131 $2.29M 0.31% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,125 $2.29M 0.19% -182 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,313 $2.27M 0.06% -169 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,059 $2.26M 0.11% -835 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,057 $2.26M 0.18% +429 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 6,057 $2.26M 0.95% -358 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,042 $2.26M 0.13% +469 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,025 $2.25M 0.13% +171 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,013 $2.25M 0.54% +110 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,997 $2.24M 0.11% -64 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,997 $2.24M 0.14% +580 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,995 $2.24M 0.31% -59 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,984 $2.24M 0.44% -522 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,970 $2.23M 0.03% -333 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,962 $2.23M 0.38% +1,700 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,961 $2.23M 0.11% +885 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,951 $2.22M 0.15% +1,030 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,951 $2.22M 0.23% +461 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,925 $2.21M 0.68% -37 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 5,917 $2.21M 0.53% -86 13F-HR/A Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 5,906 $2.21M 0.27% -54 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 5,895 $2.2M 1.97% -7,267 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Certified Advisory Corp More: the full row for Certified Advisory Corp 5,893 $2.2M 0.18% -148 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,888 $2.2M 0.09% +167 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,884 $2.2M 0.12% +1,270 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,835 $2.18M 0.12% +1,292 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 5,832 $2.18M 0.24% +1 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 5,812 $2.17M 0.29% +231 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,812 $2.17M 0.68% -2,833 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 5,809 $2.17M 0.76% -11 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,808 $2.17M 0.4% -69 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,800 $2.17M 0.24% +4,950 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,793 $2.17M 0.14% -1,826 13F-HR Timeline Group OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 5,777 $2.16M +1,852 Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 5,771 $2.16M 1.08% -96 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,764 $2.15M 0.03% +478 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,755 $2.15M 1.53% +2,130 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,739 $2.14M 0.37% -235 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,727 $2.14M 0.15% -98 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,722 $2.14M 0.1% +320 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,704 $2.13M 0.06% +1,209 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,688 $2.13M 0.42% +28 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 5,685 $2.12M 0.85% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,677 $2.12M 0.1% +655 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 5,661 $2.12M 0.94% +243 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,630 $2.1M 0.09% +244 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 5,619 $2.1M 0.17% +395 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,937 $2.1M 0.05% -1,070 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 5,612 $2.1M 0.12% -54,131 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,601 $2.09M 0.16% -1,665 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 6,921 $2.08M 0.04% -64 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,554 $2.08M 0.05% -8,780 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,534 $2.07M 0.17% -1,314 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,531 $2.07M 0.04% +764 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 5,530 $2.07M 0.29% +254 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 5,528 $2.07M 0.93% 13F-HR Timeline