Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,310 $1.48M 0.18% -150 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 4,310 $1.48M 0.63% +96 13F-HR Timeline Clearline Capital LP More: the full row for Clearline Capital LP 4,308 $1.48M 0.11% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 4,306 $1.48M 0.73% +10 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,304 $1.48M 0.04% +296 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,288 $1.48M 0.6% -23 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,285 $1.47M 0.19% +63 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 3,809 $1.47M 0.92% -28 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,275 $1.47M 0.31% -521 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,272 $1.47M 0.04% -145 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 4,271 $1.47M 0.71% -18 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,268 $1.47M 0.17% -354 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,245 $1.46M 0.07% +544 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,249 $1.46M 0.4% -119 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,236 $1.46M 0.57% -450 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,236 $1.46M 0.58% +50 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,234 $1.46M 0.08% -523 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 4,215 $1.45M 1.46% -147 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,213 $1.45M 0.43% -387 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 4,211 $1.45M 0.4% +894 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,209 $1.45M 0.51% -555 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 4,208 $1.45M 0.34% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 4,201 $1.45M 0.14% -104 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 4,200 $1.45M 0.88% 0 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,200 $1.45M 0.18% -39 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,199 $1.44M 0.62% +86 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,171 $1.44M 1.24% +150 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 4,162 $1.43M 0.21% -53,851 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,159 $1.43M 0.54% +30 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 4,157 $1.43M 0.2% +35 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 4,156 $1.43M 0.38% -26 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,154 $1.43M 0.09% +1,310 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,154 $1.43M 0.12% +875 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 4,143 $1.43M 0.2% -59 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,141 $1.42M 0.06% +86 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,141 $1.42M 0.09% +615 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 4,134 $1.42M 0.78% -419 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,131 $1.42M 0.76% +37 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,129 $1.42M 0.04% -496 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,124 $1.42M 0.16% +131 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 4,117 $1.42M 0.32% -125 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 4,104 $1.41M 0.14% +1,400 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,097 $1.41M 0.1% -502 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,092 $1.41M 0.09% -229 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,088 $1.41M 0.17% -75 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,084 $1.41M 0.17% -1,725 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 4,085 $1.41M 0.51% -207 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,083 $1.41M 0.34% -37 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,082 $1.4M 0.95% -2,425 13F-HR/A Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,080 $1.4M 0.21% +582 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,067 $1.4M 0.39% -1,420 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,065 $1.4M 0.19% +1 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 4,058 $1.4M 0.09% -337 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 4,056 $1.4M 0.2% +2,536 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,056 $1.4M 0.31% -128 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,056 $1.4M 0.32% -50 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 4,054 $1.39M 1.17% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,054 $1.39M 0.34% -993 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,053 $1.39M 0.48% -147 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,049 $1.39M 0.16% -649 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,046 $1.39M 0.09% +181 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,044 $1.39M 0.17% -1,698 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,042 $1.39M 0.49% -172 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,041 $1.39M 0.48% 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,024 $1.38M 0.17% -200 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,024 $1.38M 0.24% -106 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,024 $1.38M 0.13% +647 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,019 $1.38M 0.66% -161 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 4,008 $1.38M 0.49% -104 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 4,004 $1.38M 1.01% 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 4,000 $1.38M 0.08% +500 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 4,000 $1.38M 0.27% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,993 $1.37M 0.18% +608 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,991 $1.37M 1.05% +878 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,971 $1.37M 0.09% +485 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,969 $1.37M 0.15% +870 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,635 $1.36M 0.02% +479 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,958 $1.36M 0.53% -43 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,955 $1.36M 0.31% +1,480 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,952 $1.36M 0.61% -366 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,945 $1.36M 0.07% -398 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 3,928 $1.35M 0.29% -356 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,928 $1.35M 0.01% -373 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 3,927 $1.35M 0.37% +411 13F-HR/A Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,461 $1.35M 0.56% -275 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,924 $1.35M 0.16% 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,917 $1.35M 0.36% +10 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,513 $1.34M 0.28% -152 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,889 $1.34M 0.08% +301 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,881 $1.34M 0.48% -1,240 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,879 $1.33M 0.13% -971 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 3,871 $1.33M 0.61% 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,869 $1.33M 0.21% -549 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,859 $1.33M 0.7% +9 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,855 $1.33M 0.14% +383 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,853 $1.33M 0.27% -427 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,851 $1.33M 0.26% 0 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 3,850 $1.32M 0.4% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,849 $1.32M 0.35% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,846 $1.32M 0.11% -10,932 13F-HR Timeline Group ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 3,841 $1.32M 0.38% -620 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,837 $1.32M 0.64% +23 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,837 $1.32M 0.01% +337 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,836 $1.32M 0.19% +659 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 3,836 $1.32M 0.49% +657 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,836 $1.32M 0.55% -813 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,834 $1.32M 0.09% -43,568 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,832 $1.32M 0.28% +71 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 3,832 $1.32M 0.1% -436 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,821 $1.31M 0.49% -99 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,816 $1.31M 0.29% -285 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 3,815 $1.31M 1.5% +11 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,813 $1.31M 0.28% 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,811 $1.31M 0.45% 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,500 $1.31M 0.5% +255 13F-HR/A Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 3,807 $1.31M 1% +1,049 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 3,795 $1.31M 1.19% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,791 $1.3M 0.12% +18 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,791 $1.3M 0.37% +3 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3,790 $1.3M 0.01% -3,615 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,786 $1.3M 0.11% +836 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 3,785 $1.3M 0.63% 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,785 $1.3M 0.44% -76 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,780 $1.3M 0.42% +251 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 3,778 $1.3M 0.92% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,772 $1.3M 0.35% +1,285 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,771 $1.3M 0.57% -2,925 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,756 $1.29M 0.04% +21 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,756 $1.29M 0.09% -19,127 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,751 $1.29M 0.84% -368 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,747 $1.29M 0.29% +104 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,740 $1.29M 0.12% -360 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,737 $1.29M 0.07% +1,756 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,735 $1.29M 0.36% -27 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 3,713 $1.28M 0.22% +35 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,713 $1.28M 0.36% -321 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,710 $1.28M 0.05% +1,908 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,705 $1.27M 0.39% -4 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 3,704 $1.27M 0.27% -5 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,697 $1.27M 0.17% +144 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 3,694 $1.27M 0.19% 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,680 $1.27M 1.01% -313 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 3,687 $1.27M 1.57% +149 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 3,679 $1.27M 0.78% +348 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,677 $1.27M 1.03% -31 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,650 $1.26M 0.38% -30 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,669 $1.26M 1.01% +4 13F-HR Timeline United Bank More: the full row for United Bank 3,664 $1.26M 0.43% -520 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,657 $1.26M 0.41% +88 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,650 $1.26M 0.2% -168 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,649 $1.25M 0.12% +36 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,639 $1.25M 0.36% -1,248 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 3,636 $1.25M 0.33% +160 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,629 $1.25M 0.72% -6 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,620 $1.25M 0.42% 0 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 3,615 $1.24M 0.52% 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,614 $1.24M 0.96% -365 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 3,620 $1.24M 1.14% 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 3,591 $1.24M 0.72% -251 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,590 $1.24M 0.85% -20 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,249 $1.23M 0.13% -1 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,583 $1.23M 0.17% -70 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 3,580 $1.23M 0.68% -400 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,574 $1.23M 0.68% +169 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,573 $1.23M 0.3% -14 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,568 $1.23M 0.41% -305 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,558 $1.22M 0.77% -1 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,556 $1.22M 0.17% +1,844 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,551 $1.22M 0.09% -3,370 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 3,549 $1.22M 0.52% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,547 $1.22M 0.24% -18 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,546 $1.22M 0.17% -85 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,543 $1.22M 0.4% +307 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 3,537 $1.22M 0.24% 0 13F-HR Timeline Sovereign Financial Group, Inc. 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More: the full row for Hennion & Walsh Asset Management, Inc. 3,504 $1.21M 0.04% -383 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,502 $1.2M 0.81% 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,498 $1.2M 0.15% +118 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,496 $1.2M 0.24% +18 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,495 $1.2M 0.22% -104 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 3,493 $1.2M 0.01% new 13F-HR Timeline Santori & Peters, Inc. 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