GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 21,496 $6.75M 4% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 21,453 $6.73M 0.46% +1,471 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 21,453 $6.73M 2.63% 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 21,450 $6.73M 5.03% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 21,449 $6.73M 0.41% +924 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 21,430 $6.72M 1.35% -507 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 21,400 $6.72M 3.57% 0 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 21,390 $6.71M 0.55% +759 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 21,254 $6.67M 0.29% -1,000 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 21,243 $6.67M 0.91% +11,476 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 21,231 $6.66M 6.63% 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 21,220 $6.66M 0.06% new 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 21,207 $6.65M 3.39% -240 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 21,172 $6.64M 0.44% +327 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 21,098 $6.62M 0.83% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 21,082 $6.62M 1.99% +71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 21,070 $6.61M 4.19% 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 21,036 $6.6M 3.14% 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 20,996 $6.59M 3.67% -1,372 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 20,978 $6.58M 1.03% +2,374 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 20,956 $6.58M 2.14% +4,043 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 20,955 $6.58M 3.69% -145 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 20,911 $6.56M 3.1% new 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 20,904 $6.56M 0.5% -20 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 20,861 $6.55M 4.6% -714 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 20,763 $6.52M 2.01% -80 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 20,757 $6.51M 0.92% -87 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 20,744 $6.51M 1.23% +2,155 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 20,726 $6.5M 1.18% -4,180 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 20,657 $6.48M 2.37% -4,269 13F-HR Timeline Triad Investment Management More: the full row for Triad Investment Management 20,648 $6.48M 6.56% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 20,640 $6.48M 1.31% +3,539 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 20,633 $6.47M 3.01% +924 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 20,592 $6.46M 1.92% -547 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 20,584 $6.46M 0.37% -763 13F-HR Timeline Group Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 20,529 $6.44M 5.03% +10,014 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 20,487 $6.43M 0.43% +1,766 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 20,474 $6.42M 0.7% -947 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 20,433 $6.41M 4.25% +161 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 20,417 $6.41M 0.68% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 20,405 $6.4M 1.27% +9,675 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 20,327 $6.38M 0.61% -2,437 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 20,316 $6.38M 0.61% +2,613 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 20,301 $6.37M 0.58% -130 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 20,266 $6.36M 3.06% -184 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 28,175 $6.35M 0.51% 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 20,183 $6.33M 4.18% +424 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 20,163 $6.33M 4.14% -417 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 20,148 $6.32M 1.93% +134 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 20,126 $6.32M 1.28% -17 13F-HR Timeline Maniro Ltd More: the full row for Maniro Ltd 20,123 $6.31M 2.16% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 20,115 $6.31M 1.34% 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 20,114 $6.31M 2.42% +700 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 18,907 $6.31M 1.01% -260 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 20,091 $6.3M 0.36% +430 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 20,080 $6.3M 4.92% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,075 $6.3M 0.51% -147 13F-HR Timeline City State Bank More: the full row for City State Bank 20,046 $6.29M 1.72% -340 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 20,028 $6.29M 1.17% +1,160 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 20,000 $6.28M 6.98% +2,000 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 20,000 $6.28M 0.94% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 19,990 $6.27M 2.82% -1,710 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 19,963 $6.26M 0.61% +263 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 18,818 $6.26M 1.06% -99 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 19,945 $6.26M 1.14% -11,180 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 19,900 $6.24M 0.86% -477 13F-HR Timeline CNB Bank More: the full row for CNB Bank 19,892 $6.24M 2.55% -613 13F-HR Timeline Clayton Partners LLC More: the full row for Clayton Partners LLC 19,876 $6.24M 4.5% -260 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 19,873 $6.24M 0.47% +315 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 19,621 $6.16M 1.76% +63 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 19,593 $6.15M 0.47% +233 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 19,542 $6.13M 0.64% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 19,505 $6.12M 3.85% -1,147 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 19,476 $6.11M 2.49% -1,343 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 19,460 $6.11M 1.78% +2,000 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 19,445 $6.1M 0.36% +4,460 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 19,424 $6.1M 1.15% +17,440 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 19,379 $6.08M 3.28% +593 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 19,369 $6.08M 0.82% -368 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 19,360 $6.08M 1.9% +326 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 19,358 $6.07M 0.2% +614 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 19,290 $6.05M 0.77% +11,198 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 19,252 $6.04M 1.62% 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 19,248 $6.04M 0.75% +112 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 19,244 $6.04M 4.82% +70 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 19,209 $6.03M 0.98% -1,073 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 19,200 $6.02M 2.01% +6,500 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 19,170 $6.02M 1.7% -1,540 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 19,160 $6.01M 3.36% -2,296 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 19,157 $6.01M 2.01% -2,276 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 19,148 $6.01M 3.26% -2,239 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 19,053 $5.98M 0.12% -1,469 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 19,053 $5.98M 2.43% -583 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 19,047 $5.98M 1.17% -1,336 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 19,043 $5.98M 0.96% -2,589 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 19,000 $5.96M 2.26% -1,150 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $5.95M 2.53% -18,920 13F-HR Timeline Amount filed as zero, left out of ratios. Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 18,923 $5.94M 0.69% +2,160 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 18,920 $5.94M 2.16% -382 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 17,646 $5.93M 0.11% +9,032 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 18,879 $5.92M 1.42% -137 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 18,846 $5.91M 0.2% -74 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 18,827 $5.91M 3.64% -995 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 18,816 $5.9M 2.07% +4,034 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 18,791 $5.9M 1.24% -2,122 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 18,791 $5.89M 0.79% +82 13F-HR Timeline TB Capital Gestao de Recursos Ltda. More: the full row for TB Capital Gestao de Recursos Ltda. 18,714 $5.87M 3.5% +8,885 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 18,698 $5.87M 3.16% +122 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 18,679 $5.86M 1.08% -414 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 18,663 $5.86M 2.14% -274 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 18,660 $5.86M 0.5% +635 13F-HR/A Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 24,000 $5.85M 2.44% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 18,580 $5.83M 1.2% -410 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 18,566 $5.83M 1.84% -417 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 18,560 $5.82M 2.72% -1,000 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 18,548 $5.82M 0.55% -650 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 18,467 $5.79M 0.68% +81 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 18,464 $5.79M +248 Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 18,450 $5.79M 5.09% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 18,345 $5.79M 2.19% 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 18,403 $5.77M 2.09% -5,500 13F-HR Timeline Group EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 18,396 $5.77M 1.77% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 18,359 $5.76M 1.12% -2,594 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 18,346 $5.76M 2.41% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 18,332 $5.75M 0.39% +183 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 18,614 $5.75M 0.48% -1,139 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 18,301 $5.74M 0.34% -8,006 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 18,301 $5.74M 0.34% -5,707 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 18,256 $5.73M 1.11% -2,219 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 18,253 $5.73M 1.9% -179 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 18,245 $5.73M 0.98% -2,500 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 18,238 $5.72M 0.93% -898 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 18,225 $5.72M 0.45% +228 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 18,318 $5.72M 0.41% +8,537 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 18,196 $5.71M 0.51% -1,720 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 18,135 $5.7M 1.02% -3,965 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 18,173 $5.7M 1.29% -896 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 18,155 $5.7M 1.84% +176 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 18,138 $5.69M 1.12% -340 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 18,056 $5.67M 3.08% -546 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 18,048 $5.66M 0.51% +675 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 18,026 $5.66M 0.15% +407 13F-HR Timeline Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 18,000 $5.65M 3.23% +5,069 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 17,968 $5.64M 0.78% -893 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 17,929 $5.63M 0.03% -16,360 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 17,912 $5.62M 1.26% -6,991 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 17,900 $5.62M 0.71% -1,205 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,872 $5.61M 0.3% -338 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 17,863 $5.61M 0.65% -56 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 17,857 $5.6M 0.52% +2,395 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 17,830 $5.6M 1.56% -3,561 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 17,764 $5.57M 0.53% -477 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 17,761 $5.57M 0.85% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 17,702 $5.55M 0.53% +89 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 17,689 $5.55M 1.45% 0 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 17,660 $5.54M 0.29% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 17,656 $5.54M 0.48% +1,244 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 17,613 $5.53M 0.66% -150 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 17,612 $5.53M 1.56% -479 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 17,580 $5.52M 2.08% +65 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 17,448 $5.5M 0.87% +655 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 17,436 $5.47M 0.97% -1,390 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 17,420 $5.47M 0.57% -1,298 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 17,410 $5.46M 2.34% +1,956 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 17,400 $5.46M 1.27% -18,500 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 17,391 $5.46M 0.74% +242 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 17,368 $5.45M 0.58% -291 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 16,373 $5.45M 0.82% -312 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 17,339 $5.44M 6.13% 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 17,308 $5.43M 1.03% -29 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 17,287 $5.42M 1.71% +5,942 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 17,274 $5.42M 1.52% -1,771 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 17,247 $5.41M 1.02% -404 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 17,221 $5.4M 2.26% -55 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 17,218 $5.4M 0.42% +11 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 17,207 $5.4M 5.03% 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 17,192 $5.39M 1.14% -296 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 17,190 $5.39M 0.79% -325 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 17,138 $5.38M -817 Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 17,135 $5.38M 2.45% -100 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 17,134 $5.38M 4.18% 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 17,133 $5.38M 0.34% -75 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 17,075 $5.36M 0.23% +120 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 17,031 $5.34M 2.88% 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 17,019 $5.34M 1.38% 0 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 17,018 $5.34M 1.34% +14,301 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 17,011 $5.34M 0.22% +31 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 16,999 $5.33M 3.51% -231 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 16,986 $5.33M 0.85% +4,673 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 16,962 $5.32M 0.19% +157 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 16,935 $5.31M 0.54% +220 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 16,928 $5.31M 2.07% -462 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16,903 $5.3M 0.43% +14 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 16,902 $5.3M 0.43% +4,676 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 16,900 $5.3M 2.06% 0 13F-HR/A Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 16,890 $5.3M 1.62% -574 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 16,854 $5.29M 0.41% -10,338 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 16,813 $5.28M 0.7% -160 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 16,768 $5.26M 1.52% -22 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 16,760 $5.26M 0.57% -525 13F-HR Timeline