Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 2,189 $365K 0.32% +83 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,128 $365K 0.16% 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 2,189 $365K 0.37% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,184 $364K 0.03% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,180 $364K 0.16% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,180 $364K 0.03% +33 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,178 $363K 0.04% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,177 $363K 0.08% -8 13F-HR/A Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,172 $362K 0.04% -75 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,169 $362K 0.03% +82 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,167 $361K 0.21% 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,165 $361K 0.06% +484 13F-HR/A Timeline City State Bank More: the full row for City State Bank 2,165 $361K 0.13% +652 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,159 $360K 0.22% -11 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,157 $360K 0.07% 0 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 2,139 $357K 0.04% -1 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,138 $357K 0.1% -103 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage⦠More: the full row for Yelin Lapidot Holdings Management Ltd. 2,137 $356K 0.06% 0 13F-HR Timeline Group Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,136 $356K 0.28% 0 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 2,133 $356K <0.01% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,132 $356K 0.05% +17 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,130 $355K 0.16% -50 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,126 $355K 0.03% -8 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,126 $355K 0.15% +74 13F-HR Timeline Buckingham Capital Management, Inc. More: the full row for Buckingham Capital Management, Inc. 2,120 $354K 0.04% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,119 $353K 0.36% 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,052 $353K 0.02% +18 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,110 $352K 0.07% -18 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 2,108 $352K 0.26% -45 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,108 $352K 0.2% 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,⦠More: the full row for Gallagher Fiduciary Advisors, LLC 2,106 $351K 0.07% +359 13F-HR Timeline Group Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 2,103 $351K 0.24% 0 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 2,101 $350K 0.32% 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,096 $350K 0.08% +338 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,099 $350K 0.08% -24 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT ⦠More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,099 $350K 0.05% -35 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,098 $350K 0.05% +128 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,094 $349K 0.15% +52 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,094 $349K 0.13% +4 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,093 $349K 0.04% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,093 $349K 0.11% +51 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,093 $349K 0.31% 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,095 $349K <0.01% +762 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,091 $349K 0.11% 0 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,091 $349K 0.2% +4 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,089 $348K 0.05% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,085 $348K 0.26% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,086 $348K 0.1% +550 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 2,085 $348K 0.15% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,084 $348K 0.23% -34 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,084 $348K 0.18% +117 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,084 $348K 0.03% -5 13F-HR Timeline Traynor Capital Management, Inc. 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More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,002 $334K 0.15% 0 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,000 $334K 0.06% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,000 $334K 0.16% 0 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,999 $333K 0.2% 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 1,993 $332K 0.08% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 1,991 $332K 0.13% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,981 $331K 0.19% +58 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,983 $331K 0.04% -120 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,982 $331K 0.04% -873 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,980 $330K 0.02% +1,620 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,975 $329K 0.04% -74 13F-HR Timeline Westbourne Investment Advisors, Inc. 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More: the full row for D'Orazio & Associates, Inc. 1,925 $321K 0.05% +4 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,918 $320K 0.06% +307 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 1,913 $319K 0.35% 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 1,909 $318K 0.52% -50 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,910 $318K 0.04% +408 13F-HR Timeline Tennessee Valley Asset Management Partn⦠More: the full row for Tennessee Valley Asset Management Partners 1,903 $317K 0.05% -63 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,897 $316K 0.01% -118 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,890 $315K 0.07% +10 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 1,885 $314K 0.13% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,885 $314K 0.07% +776 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 1,883 $314K 0.14% +27 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,876 $313K 0.2% +123 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,866 $311K 0.16% 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,863 $311K 0.12% +24 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,862 $311K 0.02% -115 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,858 $310K 0.02% -79 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,857 $310K 0.2% +342 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,853 $309K 0.06% +485 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,852 $309K 0.01% +3 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,799 $309K 0.03% +1 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,850 $309K 0.05% -4,887 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,848 $308K 0.03% -17 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,847 $308K 0.16% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,846 $308K 0.05% +731 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,843 $308K 0.03% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,840 $307K 0.07% -6,037 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,835 $306K 0.25% -28 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,833 $306K 0.09% +215 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,494 $306K 0.04% +60 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,832 $306K 0.09% 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 1,829 $305K 0.2% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,827 $305K 0.11% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,825 $304K 0.33% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,825 $304K 0.03% +140 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,823 $304K 0.09% +149 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,823 $304K 0.05% +600 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,823 $304K 0.04% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,821 $304K 0.01% -40 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,819 $303K 0.02% -60 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,818 $303K +816 Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,810 $302K 0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 1,428 $298K 0.02% +96 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,783 $297K 0.09% -19 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,781 $297K 0.13% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,780 $297K 0.07% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,779 $297K 0.08% +2 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING ⦠More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,778 $297K 0.01% +1,403 13F-HR Timeline Group HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 1,776 $296K 0.09% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. 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More: the full row for Advance Capital Management, Inc. 1,762 $294K 0.01% -10 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,565 $293K 0.03% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,758 $293K <0.01% -1,258 13F-HR Timeline Group CJM Wealth Advisers, Ltd. 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More: the full row for SGL Investment Advisors, Inc. 1,364 $286K 0.14% +134 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,714 $286K 0.03% -26 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 1,714 $286K 0.17% 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,712 $286K 0.01% -14 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,642 $285K 0.14% 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,700 $284K 0.13% -387 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 1,699 $283K 0.17% +60 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 1,695 $283K 0.02% -21 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,405 $283K 0.13% 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 1,695 $283K 0.02% +107 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,689 $282K 0.03% +215 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. 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