CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 158,328 $150M 0.98% -34,344 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 79,492 $75.6M 0.56% +1,200 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 75,860 $72.1M 0.97% -178 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 44,654 $42.4M 1.15% -637 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 32,375 $30.8M 2.32% -1,034 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 19,795 $18.8M 0.49% +2,143 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,467 $14.5M 0.35% +422 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 14,724 $14M 0.95% -2,275 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,566 $13.8M 0.1% +1,853 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 14,075 $13.4M 2.08% +954 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,294 $12.6M 0.34% +10,615 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 10,265 $9.76M 0.58% +7,351 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,787 $9.3M 0.31% +451 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 8,513 $8.09M 2.42% -149 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,245 $7.84M 0.21% +7,075 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 7,142 $6.79M 3.28% -584 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,002 $6.66M 1.32% +35 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,102 $5.8M 0.17% -415 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,634 $5.35M 0.11% +138 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,574 $5.3M 0.33% +182 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 5,535 $5.26M 0.07% -904 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 5,020 $4.83M 0.26% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,055 $4.81M 0.3% -42 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 4,852 $4.61M 1.89% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,253 $4.04M 0.49% -6 13F-HR Timeline Group Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 3,811 $3.62M 1.86% +191 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,670 $3.49M 0.05% +330 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,264 $3.1M 0.33% -532 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,795 $2.79M 0.04% +925 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,915 $2.77M 0.03% +19 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 2,600 $2.47M 0.22% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,578 $2.45M 0.21% +56 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 2,465 $2.34M 1.66% -8 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,452 $2.33M 0.61% -5 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,381 $2.26M 0.19% -889 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,332 $2.22M 0.48% +192 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,278 $2.17M 0.62% -163 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,156 $2.05M 0.55% -9 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,134 $2.03M 0.87% -673 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,942 $2M 0.38% -478 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,100 $2M 1.19% -323 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,019 $1.92M 0.61% -45 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,994 $1.89M 0.31% -289 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 1,948 $1.85M 0.07% -204 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,825 $1.73M 0.17% +24 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,810 $1.72M 0.6% +398 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,756 $1.67M 0.61% -128 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,709 $1.62M 0.17% +312 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 1,650 $1.57M 0.37% +59 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,634 $1.55M 0.04% +155 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,630 $1.55M 0.13% -29 13F-HR Timeline Group Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,550 $1.55M 0.18% -11 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 1,616 $1.54M 1.5% +23 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,590 $1.51M 0.18% -153 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,585 $1.51M 0.08% +305 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,377 $1.31M 0.25% +10 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,356 $1.29M 0.08% -976 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,097 $1.29M 0.41% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,347 $1.28M 0.74% +848 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,341 $1.27M 0.1% -50 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,193 $1.13M 0.12% -11 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,162 $1.1M 0.07% +3 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,130 $1.07M 0.12% -34 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,126 $1.07M 0.31% +244 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 1,084 $1.03M 0.06% +139 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,058 $1.01M 0.22% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,033 $982K 0.17% -31 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,020 $969K 0.38% +17 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 980 $968K 0.54% +10 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 972 $924K 0.21% -127 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 970 $922K 0.48% +3 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 962 $915K 0.18% -19 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 954 $907K 0.56% -2 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 912 $867K 0.6% +193 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 895 $851K 0.06% -19 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 869 $826K 0.05% -17 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 849 $807K 0.29% -58 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 846 $804K 0.45% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 828 $787K 0.03% -6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 743 $743K 0.03% +149 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 767 $729K 0.4% -5 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 749 $712K 0.27% -129 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 744 $707K 0.15% -5 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 726 $690K 0.11% -30 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 723 $687K 0.15% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 710 $675K 0.27% -35 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 701 $666K 0.06% -46 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 673 $665K 0.42% +18 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 674 $641K 0.13% -28 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 662 $629K 0.15% -52 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 657 $624K 0.02% -45 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 620 $589K 0.19% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 620 $589K 0.07% +28 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 605 $575K 0.15% +21 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 605 $575K 0.04% -20 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 588 $559K 0.43% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 582 $553K 0.17% +82 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 561 $533K 0.04% +31 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 560 $532K 0.08% +1 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 540 $514K 0.1% -6 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 510 $485K 0.29% 0 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 491 $467K 0.17% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 470 $465K 0.21% -1 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 470 $447K 0.17% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 446 $424K 0.06% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 441 $419K 0.14% -7 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 433 $412K 0.1% +94 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 432 $411K 0.16% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 430 $409K 0.28% -91 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 428 $407K 0.02% +426 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 420 $399K 0.02% +160 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 418 $397K 0.05% +10 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 418 $397K 0.34% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 416 $396K 0.25% -20 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 410 $390K 0.25% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 404 $384K 0.25% 0 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 396 $376K 0.06% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 389 $370K 0.02% -11 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 380 $361K 0.03% +15 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 366 $347K 0.13% +4 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 358 $340K 0.03% +7 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 346 $329K 0.1% +5 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 343 $326K 0.03% +15 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 332 $316K 0.06% -11 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 310 $295K 0.15% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 304 $289K 0.02% +24 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 303 $289K 0.02% new 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 299 $284K 0.17% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 290 $276K 0.18% +11 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 285 $271K 0.09% -54 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 283 $269K 0.07% +11 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 281 $267K 0.09% +70 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 269 $256K 0.05% -7 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 263 $250K 0.06% -399 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 262 $249K 0.07% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 254 $241K 0.01% -3 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 253 $240K 0.05% +5 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 251 $239K 0.1% +13 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 246 $234K 0.06% +1 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 240 $228K 0.04% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 235 $224K 0.14% +14 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 234 $222K 0.07% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 230 $219K 0.03% 0 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 229 $218K 0.16% new 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 229 $218K 0.01% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 228 $217K 0.17% +13 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 226 $215K 0.04% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 224 $213K <0.01% +45 13F-HR Timeline Group Trust Co More: the full row for Trust Co 223 $212K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 215 $204K 0.02% +5 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 212 $202K 0.06% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 190 $188K 0.08% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 176 $167K 0.02% -13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 169 $161K 0.07% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 138 $131K 0.06% +2 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 137 $130K 0.01% 0 13F-HR Timeline Group Planning Strategies Inc. More: the full row for Planning Strategies Inc. 123 $116K 0.07% +80 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 116 $110K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 108 $107K 0.03% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 77 $73.2K 0.06% +32 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 73 $69.5K 0.02% -2 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 73 $69.4K 0.04% new 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 72 $68.4K 0.01% new 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 62 $58.9K 0.03% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 59 $56.1K 0.04% +12 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 44 $41.8K 0.03% -4 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 36 $34.2K 0.03% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 30 $28.5K 0.02% +6 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 29 $27.6K 0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 10 $9.51K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 7 $6.65K <0.01% new 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4 $3.8K <0.01% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1 $998 <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 42,673 $81.6K +42,626 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.