Archer Investment Corp More: the full row for Archer Investment Corp 5,657 $2.29M 0.52% +42 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,622 $2.28M 0.17% +22 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,619 $2.28M 0.13% -16 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,608 $2.27M 0.26% +247 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 5,606 $2.27M 1.05% -454 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,605 $2.27M 0.07% -29 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,571 $2.26M 0.91% -124 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,571 $2.26M 0.29% +34 13F-HR Timeline CCLA Investment Management More: the full row for CCLA Investment Management 5,572 $2.26M 0.04% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,569 $2.26M 0.39% +3,528 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 5,566 $2.25M 0.06% +10 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,557 $2.25M 0.09% +845 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,553 $2.25M 0.34% +85 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,552 $2.25M 0.18% -628 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,549 $2.25M 0.22% +351 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,539 $2.24M 0.53% -89 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 5,533 $2.24M 0.31% +195 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,530 $2.24M 0.28% +235 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,522 $2.24M 0.12% +106 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 5,519 $2.24M 0.31% -624 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,505 $2.23M 0.27% -50 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,500 $2.23M 0.34% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,487 $2.22M 0.5% +1,084 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 5,482 $2.22M 0.92% +1,646 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,473 $2.22M 1.3% +343 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,446 $2.21M 0.23% -7 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,442 $2.21M 0.92% +10 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 5,430 $2.2M 0.42% -3,323 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 5,425 $2.2M 1.09% +25 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,918 $2.2M 0.36% -1,035 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,409 $2.19M 0.19% +147 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,382 $2.18M 0.12% +142 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,366 $2.17M 1.07% -55 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 5,360 $2.17M 0.25% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 5,359 $2.17M 0.54% +254 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 5,351 $2.17M 0.5% +1,470 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 5,685 $2.16M 0.37% +16 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,320 $2.16M 0.11% -90 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,560 $2.15M 1.43% -139 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 5,316 $2.15M 0.64% +544 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 5,315 $2.15M 0.52% -61 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 5,382 $2.15M 0.18% -681 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 5,382 $2.15M 1.73% +304 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 5,304 $2.15M 2.12% +155 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,274 $2.14M 0.32% -2 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 5,271 $2.14M 0.04% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,256 $2.13M 0.19% +71 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 5,242 $2.12M 0.1% +171 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,236 $2.12M 0.68% -100 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,223 $2.12M 0.33% -391 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 5,208 $2.11M 0.82% -11 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 5,206 $2.11M 0.06% -158 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 5,176 $2.1M 0.58% -3,279 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,174 $2.1M 0.82% -118 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 5,161 $2.09M 0.75% -21 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,135 $2.08M 0.38% -53 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,130 $2.08M 0.94% +308 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,121 $2.07M 0.63% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,113 $2.07M 1.17% -32 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 5,109 $2.07M 1.43% +90 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,108 $2.07M 0.52% +611 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 5,108 $2.07M 0.89% +52 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,084 $2.06M 0.13% +242 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,075 $2.06M 0.14% +1,272 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,074 $2.06M 0.21% -79 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 5,058 $2.05M 1.21% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 5,052 $2.05M 0.23% -207 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,047 $2.05M 0.52% +41 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,046 $2.04M 0.26% +267 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,045 $2.04M 0.18% +624 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 5,007 $2.03M 0.96% +2,973 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 5,006 $2.03M 2.54% -638 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,207 $2.03M 0.33% +128 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 5,000 $2.03M 0.4% 0 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 5,000 $2.03M 5.98% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,999 $2.03M 0.24% +129 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,989 $2.02M 0.22% +134 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 4,973 $2.02M 0.77% +26 13F-HR/A Timeline HGI Capital Management, LLC More: the full row for HGI Capital Management, LLC 4,944 $2M 5.5% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,938 $2M 0.73% -24 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 4,935 $2M 0.35% -28,773 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,931 $2M 0.54% +7 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 4,922 $1.99M 0.63% +88 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,907 $1.99M 0.67% +395 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,900 $1.99M 0.08% -113 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,892 $1.98M 0.02% -106 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,887 $1.98M 0.56% -248 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,858 $1.97M 0.11% +97 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 4,855 $1.97M 1.77% -4 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,850 $1.97M 0.21% +19 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,844 $1.96M 0.43% +351 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 4,824 $1.95M 0.58% +300 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 4,820 $1.95M 0.41% +32 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,813 $1.95M 0.1% +497 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 4,800 $1.94M 0.01% +100 13F-HR/A Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,796 $1.94M 0.42% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,796 $1.94M 0.91% +34 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,774 $1.93M 0.15% -244 13F-HR/A Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,772 $1.93M 0.14% +158 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,768 $1.93M 0.49% -29 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,764 $1.93M 0.69% -46 13F-HR Timeline BANK OZK More: the full row for BANK OZK 4,759 $1.93M 0.68% -26 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,759 $1.93M 0.28% +298 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,257 $1.93M 0.1% +704 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,757 $1.93M 0.1% -1,037 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 4,756 $1.93M 0.61% -10 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,750 $1.92M 0.13% +16 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,736 $1.92M 0.8% -58 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,730 $1.92M 1.16% +22 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,728 $1.92M 0.17% +52 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 4,726 $1.91M 0.81% -1 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,724 $1.91M 0.33% -863 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,718 $1.91M 0.17% +1,336 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 4,715 $1.91M 0.47% +8 13F-HR Timeline City State Bank More: the full row for City State Bank 4,713 $1.91M 0.55% -36 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,710 $1.91M 0.67% +50 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,703 $1.91M 0.11% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,703 $1.91M 0.24% +200 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,700 $1.9M 0.82% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,698 $1.9M 0.21% +1,950 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,688 $1.9M 0.88% -30 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,686 $1.9M 0.75% -48 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 4,681 $1.9M -3 Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 4,679 $1.9M 1.55% -42 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,676 $1.89M 1.22% -178 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 4,675 $1.89M 1.2% 0 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 4,675 $1.89M 1.17% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,673 $1.89M 0.26% +1,492 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,675 $1.89M 0.27% +91 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,671 $1.89M 0.4% +357 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,668 $1.89M 0.69% -1,488 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,660 $1.89M 0.47% +468 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,659 $1.89M 0.05% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 16,409 $1.89M 1.24% +11,974 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,649 $1.88M 0.83% +269 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,639 $1.88M 0.25% +1,853 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,640 $1.88M 0.86% +31 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,627 $1.87M 0.09% -64 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,625 $1.87M 0.05% -5,059 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,622 $1.87M 0.24% +126 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,608 $1.87M 0.63% +384 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,607 $1.87M 1.15% -22 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,599 $1.86M 0.14% +1,531 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,600 $1.86M 0.58% +50 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 4,590 $1.86M 0.65% +159 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,584 $1.86M 0.73% -20 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,581 $1.86M 0.63% +263 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,565 $1.85M 0.36% +173 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,564 $1.85M 0.78% -198 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 4,553 $1.84M 0.98% +1,194 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,644 $1.84M 1.48% -1,127 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 4,549 $1.84M 1.37% -149 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,547 $1.84M 0.15% -76 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 4,540 $1.84M 0.41% -5,493 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,539 $1.84M 1.13% -26 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,536 $1.84M 0.55% -518 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 4,524 $1.83M 0.06% -2,782 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 4,513 $1.83M 0.42% +18 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 4,509 $1.83M 0.3% +385 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,507 $1.83M 0.04% +518 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,502 $1.82M 0.32% -49 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 4,488 $1.82M 0.32% -18 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 4,480 $1.82M 0.36% +634 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 4,461 $1.81M 0.53% -10 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,460 $1.81M 0.23% +88 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 4,457 $1.81M 1.78% +396 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 4,450 $1.8M 0.57% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 4,449 $1.8M 0.74% +35 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,442 $1.8M 0.41% -174 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 4,429 $1.79M 1.43% -360 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4,424 $1.79M 0.38% -62 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,418 $1.79M 0.33% +531 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,417 $1.79M 0.05% -88 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,416 $1.79M 0.82% +492 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,410 $1.79M 0.23% -3,716 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,410 $1.79M 0.29% +691 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,577 $1.78M 0.35% -149 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 4,395 $1.78M 0.87% +324 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 4,395 $1.78M 1.11% -72 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 4,395 $1.78M 0.12% -22 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,383 $1.78M 0.19% +105 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,376 $1.77M 0.39% -137 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,368 $1.77M 0.55% -214 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 4,368 $1.77M 0.5% 0 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 4,362 $1.77M 1.97% -130 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4,345 $1.76M 0.29% -487 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 4,343 $1.76M 0.1% +42 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,335 $1.76M 0.07% +2,865 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,323 $1.75M 0.1% -54 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,321 $1.75M 0.12% +61 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 4,321 $1.75M 1.03% +188 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,318 $1.75M 0.79% +952 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,603 $1.75M 0.15% +329 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,311 $1.75M 0.79% +13 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 4,305 $1.74M 0.17% -52 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,301 $1.74M 0.01% +4,140 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Monument Capital Management More: the full row for Monument Capital Management 4,300 $1.74M 0.44% -299 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 4,296 $1.74M 0.95% +21 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 4,295 $1.74M 0.25% -83 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 4,292 $1.74M 0.67% -269 13F-HR Timeline