Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,637 $2.07M 0.16% +156 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,635 $2.07M 0.13% +151 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,634 $2.07M 0.07% -46 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,628 $2.06M 0.52% +125 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,615 $2.06M 0.49% -13 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,614 $2.06M 0.33% +214 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,600 $2.05M 0.17% -87 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 5,589 $2.05M 0.55% +406 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,587 $2.05M 0.43% +983 13F-HR Timeline CCLA Investment Management More: the full row for CCLA Investment Management 5,572 $2.04M 0.03% +986 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 5,556 $2.04M 0.05% +227 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,555 $2.04M 0.28% -2 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 5,448 $2.03M 0.72% +90 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,537 $2.03M 0.28% +17 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 5,535 $2.03M 0.7% -2,176 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,500 $2.02M 0.33% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,469 $2.01M 0.94% +2,535 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,468 $2M 0.36% -129 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,453 $2M 0.22% -67 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,432 $1.99M 0.95% +15 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,421 $1.99M 1.09% +48 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,416 $1.99M 0.11% -197 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,410 $1.98M 0.14% -4,674 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 5,400 $1.98M 1.12% +75 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 5,392 $1.98M 0.05% -851 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,377 $1.97M 0.02% -30 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 5,376 $1.97M 0.52% +169 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 5,364 $1.97M 0.06% -18 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,361 $1.97M 0.24% +651 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 5,338 $1.96M 0.29% +397 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,336 $1.96M 0.68% -183 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,309 $1.95M 1.25% +1,474 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,295 $1.94M 0.27% +143 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,292 $1.94M 0.81% -619 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,276 $1.93M 0.32% -21 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 5,271 $1.93M 0.04% -60,655 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,262 $1.93M 0.19% +91 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 5,259 $1.93M 0.24% +334 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,250 $1.92M 1.29% -20 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,240 $1.92M 0.12% +452 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 5,219 $1.91M 0.79% +11 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,215 $1.91M 0.15% +883 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,198 $1.91M 0.2% +36 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,188 $1.9M 0.37% +111 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,185 $1.9M 0.18% -313 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 5,182 $1.9M 0.75% +2 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,023 $1.9M 0.36% +2,507 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,174 $1.9M 0.03% -152 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 5,160 $1.89M 0.16% -4,222 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,153 $1.89M 0.21% -213 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 5,149 $1.89M 2.07% 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,079 $1.89M 0.34% -92 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,135 $1.89M 0.31% +899 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,145 $1.89M 1.17% -45 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,135 $1.88M 0.62% -222 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,131 $1.88M 0.04% +1,160 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,130 $1.88M 1.16% +138 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,121 $1.88M 0.67% 0 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 5,105 $1.87M 0.54% -108 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 5,078 $1.87M 1.63% +294 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,089 $1.87M 0.08% +440 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 5,071 $1.86M 0.1% +4,883 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 5,058 $1.85M 1.19% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 5,056 $1.85M 0.88% +2,875 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,054 $1.85M 0.58% +18 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 4,947 $1.85M 0.75% +101 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 5,019 $1.84M 1.4% +237 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,018 $1.84M 0.16% +268 13F-HR/A Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,948 $1.84M 0.35% +3,394 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,006 $1.84M 0.43% +16 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 5,000 $1.83M 0.37% -10,000 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 5,000 $1.83M 5.72% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,998 $1.83M 0.03% -488 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 4,987 $1.83M 0.63% -502 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,973 $1.82M 0.14% -2,796 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,962 $1.82M 0.68% -24 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 4,953 $1.82M 0.46% +96 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,924 $1.81M 0.6% -1,006 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 5,013 $1.79M 0.1% +153 13F-HR/A Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 4,884 $1.79M 0.01% -882 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,879 $1.79M 0.45% +20 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,870 $1.79M 0.19% +73 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,862 $1.78M 0.23% -44 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 4,859 $1.78M 1.71% +42 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,855 $1.78M 0.2% +23 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,854 $1.78M 1.22% -20 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,842 $1.78M 0.13% +826 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,840 $1.77M 0.43% -250 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 4,834 $1.77M 0.61% -15 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4,832 $1.77M 0.31% +2,282 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,831 $1.77M 0.2% -231 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,822 $1.77M 0.87% -1,104 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,810 $1.76M 0.66% +10 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,797 $1.76M 0.52% -73 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,796 $1.76M 0.4% -119 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 5,345 $1.76M 1% 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,794 $1.76M 0.81% -309 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 4,789 $1.76M 1.77% +96 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 4,788 $1.76M 0.41% -3 13F-HR Timeline BANK OZK More: the full row for BANK OZK 4,785 $1.75M 0.67% -137 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,779 $1.75M 0.25% +108 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,772 $1.75M 0.54% +231 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 4,766 $1.75M 0.59% +10 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,762 $1.75M 0.88% +1,555 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,762 $1.75M 0.82% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,761 $1.75M 0.1% +277 13F-HR Timeline City State Bank More: the full row for City State Bank 4,749 $1.74M 0.55% 0 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,734 $1.74M 0.7% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,734 $1.74M 0.13% -41 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 4,727 $1.73M 0.8% -1 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,726 $1.73M 0.31% +75 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,725 $1.73M 0.1% +562 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,723 $1.73M 0.13% +17 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 4,721 $1.73M 1.56% +59 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,718 $1.73M 0.88% +9 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,712 $1.73M 0.08% -174 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,708 $1.73M 1.15% +129 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 4,707 $1.73M 0.46% +183 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,703 $1.72M 0.1% -122 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 4,700 $1.72M 0.01% -1,200 13F-HR/A Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,700 $1.72M 0.75% 0 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 4,698 $1.72M 1.37% +19 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 4,124 $1.72M 0.28% +143 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,691 $1.72M 0.09% +738 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 4,684 $1.72M -315 Timeline MEANS INVESTMENT CO., INC. 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More: the full row for Papamarkou Wellner Asset Management inc. 4,675 $1.71M 1.13% -27 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,660 $1.71M 0.64% +149 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,643 $1.7M 0.76% -840 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,629 $1.7M 1.12% -2 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,623 $1.7M 0.15% +106 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,616 $1.69M 0.42% +88 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,615 $1.69M 0.22% +77 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,614 $1.69M 0.14% +120 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,609 $1.69M 0.85% -9 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,604 $1.69M 0.74% +450 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,599 $1.69M 0.44% -458 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,597 $1.69M 0.1% -61 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,594 $1.68M 1.35% +45 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,584 $1.68M 0.25% -22 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,582 $1.68M 0.56% +77 13F-HR/A Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,580 $1.68M 0.28% -3,468 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 4,570 $1.68M 0.07% new 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,565 $1.67M 1.09% +7 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 4,561 $1.67M 0.7% +21 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,553 $1.67M 0.09% -65 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,550 $1.67M 0.62% +296 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,551 $1.67M 0.36% 0 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 4,524 $1.66M 0.53% +442 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,513 $1.65M 0.4% -320 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,512 $1.65M 0.64% +218 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,510 $1.65M 1.64% -1,286 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 4,506 $1.65M 0.3% +17 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,505 $1.65M 0.05% +212 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,503 $1.65M 0.23% -223 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,497 $1.65M 0.45% +1,211 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,496 $1.65M 0.23% -63 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,495 $1.65M 0.41% +289 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,493 $1.65M 0.4% +928 13F-HR Timeline Sulzberger Capital Advisors, Inc. 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More: the full row for INVESTMENT PARTNERS, LTD. 4,431 $1.62M 0.61% -164 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,421 $1.62M 0.16% -141 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 4,417 $1.62M 0.1% -292 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,409 $1.62M 0.21% +243 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,403 $1.61M 0.44% -1,457 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,392 $1.61M 0.35% +178 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,380 $1.61M 0.83% -237 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 4,379 $1.61M 0.58% -22 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 4,378 $1.61M 0.23% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,318 $1.6M 0.57% +380 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,377 $1.6M 0.09% -941 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 4,376 $1.6M 0.83% +15 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,374 $1.6M 0.72% -17 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,372 $1.6M 0.26% +964 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,370 $1.6M 1.38% +163 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 4,368 $1.6M 0.48% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 4,357 $1.6M 0.17% -48 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,319 $1.58M 0.65% -89 13F-HR Timeline United Bank More: the full row for United Bank 4,317 $1.58M 0.61% -706 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,316 $1.58M 0.09% +536 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,318 $1.58M 0.74% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,314 $1.58M 0.37% -324 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 4,301 $1.58M 0.1% -346 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,298 $1.58M 0.77% -43 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 4,215 $1.57M 0.65% -429 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,289 $1.57M 0.57% -372 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,274 $1.57M 0.16% -673 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,278 $1.57M 0.18% +125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 4,275 $1.57M 1.05% +31 13F-HR Timeline