Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 9,124 $1.24M 0.12% +62 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 9,030 $1.23M 0.04% -395 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 8,962 $1.22M 0.11% +593 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 8,926 $1.21M 0.23% -200 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,875 $1.21M 0.03% +887 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 8,849 $1.2M 0.1% new 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 8,846 $1.2M 1.1% -2,578 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 9,246 $1.2M 0.02% +2,850 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,502 $1.2M 0.02% +47 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 8,823 $1.2M 0.4% -31 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 8,800 $1.2M 1% +2,800 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,798 $1.2M +1,815 Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 8,757 $1.19M <0.01% -66,365 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,754 $1.19M 0.05% +96 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,717 $1.19M 0.11% +1,033 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,698 $1.18M 0.03% +1,775 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,169 $1.18M 0.08% -4,320 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,651 $1.18M 0.04% +3,151 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,649 $1.18M 0.12% -1,412 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 8,649 $1.18M 0.45% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 8,563 $1.16M 0.08% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,530 $1.16M 0.16% +4 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,517 $1.16M 0.05% +4,312 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 8,512 $1.16M 0.32% -2,670 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,509 $1.16M 0.27% 0 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 8,485 $1.15M 0.61% -580 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 8,456 $1.15M 0.08% -530 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 8,450 $1.15M 0.35% -4,889 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 8,439 $1.15M 0.03% +396 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 8,437 $1.15M 0.35% +157 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 8,430 $1.15M 0.5% +5,453 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 8,471 $1.14M 0.11% +5,437 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,409 $1.14M 0.44% -9,746 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 8,393 $1.14M 0.22% -889 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,938 $1.13M 0.05% -136 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,326 $1.13M 0.06% +1,691 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 8,324 $1.13M 0.31% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 8,300 $1.13M 0.22% +300 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 8,285 $1.13M 0.31% +50 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 8,283 $1.13M 0.05% +4,945 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 8,265 $1.12M 0.43% +4,346 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 8,263 $1.12M 0.29% 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 8,237 $1.12M 0.06% +1,100 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 8,223 $1.12M 0.39% -2,838 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,206 $1.12M 0.72% -4,828 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 8,205 $1.12M 0.22% -12,556 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,205 $1.12M 0.02% +552 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 8,179 $1.11M 0.75% -750 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 8,134 $1.11M 0.13% -150 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 8,106 $1.1M 0.01% +2,061 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 8,100 $1.1M 0.03% -100 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,094 $1.1M 0.03% -29,329 13F-HR Timeline Group Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 7,779 $1.1M 0.03% -3,003 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 8,059 $1.1M 0.11% +914 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,053 $1.09M 0.03% +2,211 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 8,045 $1.09M 0.31% +64 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,027 $1.09M 0.03% -3,366 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 8,010 $1.09M 0.25% -2,238 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,000 $1.09M 0.13% -4,500 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,975 $1.08M 0.05% +700 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,972 $1.08M 0.05% +235 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 7,950 $1.08M 0.04% -150 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 5,750 $1.08M 0.64% -300 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 7,911 $1.08M 0.92% -3,648 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,550 $1.08M 0.02% +876 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 7,902 $1.07M 0.03% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,887 $1.07M 0.04% +194 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,877 $1.07M 0.02% +280 13F-HR/A Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,876 $1.07M 0.02% +183 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 7,867 $1.07M 0.03% -1,621 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,854 $1.07M 0.04% +74 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,816 $1.06M 0.02% -217 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 7,816 $1.06M 0.53% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,762 $1.06M 0.69% -250 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,758 $1.05M 0.03% -8,543 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,738 $1.05M 0.38% +5 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 7,733 $1.05M 0.22% -2,258 13F-HR Timeline HHLR ADVISORS, LTD. in group HHLR ADVISORS, LTD. More: the full row for HHLR ADVISORS, LTD. 7,700 $1.05M 0.06% new 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 7,687 $1.05M 0.11% +5,193 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,653 $1.04M 0.01% +146 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 7,616 $1.04M 0.27% -4,601 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,597 $1.03M 0.01% +2,395 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 7,564 $1.03M 0.48% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7,546 $1.03M 0.15% -60 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,523 $1.02M 0.05% -650 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 7,500 $1.02M 0.29% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 7,500 $1.02M 0.03% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7,498 $1.02M 0.15% +41 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 7,496 $1.02M 0.34% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,460 $1.01M 0.16% -175 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,412 $1.01M 0.11% -1,024 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 7,409 $1.01M 0.16% -172 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,390 $1M 0.03% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,382 $1M +4,773 Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 7,381 $1M 0.13% +7,344 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,375 $1M 0.22% +2,541 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 7,362 $1M 0.47% +20 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,833 $998K 0.1% +709 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 7,335 $997K 0.04% -5,858 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 7,323 $996K 0.15% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 7,289 $991K 0.08% -20,298 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,274 $989K 0.35% -80 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 7,235 $984K 0.2% new 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 7,240 $983K 0.07% new 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,207 $980K 0.12% -39 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,179 $976K 0.05% -35 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 7,144 $971K 0.36% -10,319 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,072 $962K 0.65% -4,712 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 7,050 $959K 0.02% -2 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,027 $955K 0.11% +3 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 7,014 $954K 0.76% -614 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 7,000 $952K 0.19% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,975 $948K 0.03% +31 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,973 $948K 0.07% +1,809 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 6,967 $947K 0.47% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 6,949 $945K 0.19% -1,044 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 6,816 $927K 0.07% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,814 $926K 0.15% -390 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,812 $926K 0.09% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,779 $922K 0.04% +380 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 6,767 $920K 0.42% +5,241 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,459 $920K 0.07% -1,100 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,760 $919K 0.07% +3,084 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,714 $913K 0.07% -138 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 6,688 $909K 0.09% -1,024 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,654 $905K 0.03% +555 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 6,627 $901K 0.22% -1,785 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 6,617 $900K <0.01% +240 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 6,565 $893K 0.47% -100 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 6,555 $891K 0.81% +22 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 6,536 $889K 0.75% -1,205 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 6,529 $888K 0.44% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 6,525 $887K 0.31% -628 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,519 $887K 0.02% +879 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 6,500 $884K 0.45% new 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,500 $884K 0.67% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,478 $881K <0.01% -907 13F-HR/A Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 6,476 $881K 0.11% -48,804 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 6,460 $878K 1.87% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 6,421 $873K 0.27% -349 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 6,419 $873K 0.32% -12,254 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 6,411 $872K 0.36% -1,033 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,400 $870K 0.2% -1,040 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 6,398 $870K 0.33% -13,590 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 6,372 $866K 0.03% -50 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 6,355 $864K 0.49% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 6,335 $861K 0.14% -5,085 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,311 $858K 0.26% -3,333 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 6,298 $856K 0.01% +142 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,275 $853K 0.15% -500 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 6,264 $852K 0.09% +2 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 6,240 $848K 0.39% -871 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 6,210 $844K +3,435 Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,209 $844K 0.02% +536 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 6,195 $842K 0.2% -150 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,195 $842K 0.18% +661 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,175 $840K 0.11% +645 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 6,172 $839K 0.46% -481 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,169 $839K 0.08% +144 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,161 $838K 0.05% -2,176 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 6,150 $836K 0.41% -124 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,148 $836K 0.25% -252 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 6,136 $834K 0.1% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,133 $834K 0.06% -159 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 6,130 $834K 0.69% +683 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,091 $828K 0.17% +106 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,076 $826K 0.28% -1,719 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,045 $822K 0.18% +45 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,010 $817K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,000 $816K 0.09% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,962 $811K 0.06% +115 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,946 $808K 0.29% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,945 $808K 0.24% +535 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 5,910 $804K 0.16% -2,954 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,901 $802K 0.04% -40 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,879 $799K 0.01% +1,297 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 5,873 $799K 0.29% -189 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 5,872 $798K 0.02% new 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 5,869 $798K 0.83% -7 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 5,850 $795K 0.49% -40 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 5,810 $790K 0.71% -166 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 5,782 $786K 0.4% new 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 5,780 $786K 0.01% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,700 $775K 0.09% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 5,683 $773K 0.37% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 5,683 $773K 0.06% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,675 $772K 0.08% -689 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 5,670 $771K 0.69% 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 5,997 $771K 0.15% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,655 $769K 0.53% -375 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,653 $769K 0.14% -500 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 5,650 $768K 0.58% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,650 $768K 0.32% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 5,640 $767K 0.04% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,629 $765K 0.05% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,625 $765K 0.3% +150 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 5,622 $764K 0.44% 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,614 $763K 0.47% +36 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,601 $762K 0.01% +648 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,588 $760K 0.01% +275 13F-HR Timeline