Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 41,015 $2.54M 0.31% -2,364 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 40,946 $2.54M 1.26% -2,333 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 40,879 $2.54M 2.32% +2,915 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 40,849 $2.53M 0.24% +249 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 40,835 $2.53M 0.17% +237 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 40,518 $2.51M 0.22% +1,028 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 40,377 $2.5M 0.95% -8,675 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 40,274 $2.5M 2.2% +489 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 40,250 $2.5M 0.21% +3,163 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 40,220 $2.49M 2.15% +2,018 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 40,140 $2.49M 2.1% -2,553 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 40,129 $2.49M 0.16% -296 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 40,085 $2.49M 0.2% -2,700 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 40,081 $2.49M 0.16% -364 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 39,949 $2.48M 0.08% +43 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 39,925 $2.48M 1.55% +3,255 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 39,918 $2.48M <0.01% -1,623 13F-HR Timeline Group Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 39,868 $2.47M 1.78% +532 13F-HR/A Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 39,836 $2.47M 0.77% +3,419 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 39,743 $2.46M 0.52% -158 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 39,694 $2.46M 2.87% 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 39,608 $2.46M 0.35% -7,559 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 39,365 $2.44M 0.07% -66 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 39,255 $2.43M 0.63% -4,796 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 39,174 $2.43M 0.3% -1,975 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 39,038 $2.42M 0.93% -730 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 38,889 $2.41M 0.31% -66 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 38,676 $2.4M 1.97% +2,067 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 38,342 $2.38M 0.29% +6,023 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 38,181 $2.37M 0.73% -72 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 38,152 $2.37M 0.06% +2,827 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 38,086 $2.36M 0.99% -991 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 38,055 $2.36M 0.22% +117 13F-HR Timeline Group MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 38,032 $2.36M 2.26% -23 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 38,028 $2.36M 0.32% -156 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 37,734 $2.34M 1.31% +1,937 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 37,666 $2.34M 1.04% +23,500 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 37,640 $2.33M 0.14% -165 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 37,594 $2.33M 0.08% +1 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 37,506 $2.33M 1.77% +1,061 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 37,369 $2.32M 0.26% -67 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 36,463 $2.31M 0.85% -210 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 37,239 $2.31M 0.93% -215 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 36,978 $2.29M 0.63% -2,477 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 36,769 $2.28M 0.62% -311 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 36,728 $2.28M <0.01% +15,628 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 36,672 $2.27M 0.1% +1,712 13F-HR Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 36,420 $2.26M 0.15% +3,201 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 36,319 $2.25M 0.06% -10,269 13F-HR/A Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 36,287 $2.25M 0.17% +107 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 35,983 $2.23M 0.24% +2,551 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 35,693 $2.21M 1.5% -1,673 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 35,646 $2.21M 1.96% -209 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 35,478 $2.2M 0.06% -100 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 35,426 $2.2M 1.44% -870 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 35,410 $2.2M 1.59% -1,345 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 35,323 $2.19M 0.67% -19,527 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 35,210 $2.18M 0.18% -272 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 35,210 $2.18M 0.01% -28,473 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 35,125 $2.18M 1.16% +3,784 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 34,997 $2.17M 0.07% -4,711 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 34,759 $2.16M 0.18% +598 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 34,525 $2.14M 0.38% +554 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 34,507 $2.14M 1.18% -44 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 34,340 $2.13M 0.11% +2,177 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 34,273 $2.13M 0.49% -1,250 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 34,225 $2.12M 1.1% -64 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 34,172 $2.12M 1.18% +106 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 34,059 $2.11M 0.14% -1,373 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 34,032 $2.11M 1.33% +1,985 13F-HR/A Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 34,007 $2.11M 0.29% -370 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 33,869 $2.1M 0.35% -920 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 33,855 $2.1M 0.74% -275 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 33,572 $2.08M 0.18% +12,417 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 33,559 $2.08M 0.18% +6,500 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 33,540 $2.08M 0.88% +5,689 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 33,530 $2.08M 1.65% -9,348 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 32,943 $2.07M 1.72% -35,319 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,308 $2.07M <0.01% +26,798 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 33,162 $2.06M 0.16% +2,771 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 32,374 $2.05M 0.43% +344 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 33,060 $2.05M 0.08% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 32,937 $2.04M 0.84% +380 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 32,934 $2.04M 0.7% -1,144 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 32,880 $2.04M 0.13% +5,356 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 32,857 $2.04M 1.5% 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 32,841 $2.04M 1.65% -537 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 32,840 $2.04M 0.25% +4,784 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 32,735 $2.03M 0.53% -590 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 32,699 $2.03M 0.43% +91 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 32,608 $2.02M 0.38% -2,323 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 32,595 $2.02M 0.35% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 32,590 $2.02M 0.16% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 32,493 $2.02M 0.26% -52 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 32,410 $2.01M <0.01% +4,954 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 32,398 $2.01M 0.09% -3,129 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 32,358 $2.01M 1.59% -83 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 32,340 $2.01M 0.22% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 32,310 $2M 0.32% +138 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 32,250 $2M 0.5% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 32,213 $2M 0.05% -375 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 32,173 $2M 0.54% +1,278 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 32,130 $1.99M 0.66% -14,591 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 32,054 $1.99M 0.71% -317 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 32,033 $1.99M 0.4% +1,981 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 32,010 $1.99M 0.59% +1,133 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 31,701 $1.97M 0.53% -6,319 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 31,619 $1.96M 0.51% -13 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 31,447 $1.95M 1.37% -32,965 13F-HR/A Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 31,355 $1.94M 0.01% -19,699 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 30,507 $1.94M 0.34% -3,212 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 30,598 $1.94M 0.34% -127 13F-HR/A Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 31,253 $1.94M 1.08% +4,347 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 31,180 $1.93M 0.86% -620 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 31,092 $1.93M 1.24% +11,586 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 31,090 $1.93M 0.33% -251,873 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 31,069 $1.93M 0.09% -365 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 30,968 $1.92M 0.15% -1,634 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 30,915 $1.92M 0.5% +295 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 30,830 $1.91M 0.44% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 30,616 $1.91M 1.31% -3,237 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 30,484 $1.89M 0.65% -3,401 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 30,370 $1.88M 0.29% -439 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 30,137 $1.88M +275 Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 30,137 $1.87M 0.08% -7,131 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 29,976 $1.86M 0.2% 0 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 29,952 $1.86M 1.17% +2,546 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 29,930 $1.86M 0.71% -165 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 29,556 $1.86M 0.4% -3,379 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 29,845 $1.85M 0.27% -2,000 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 29,759 $1.85M 0.04% +1,920 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 29,702 $1.84M 0.08% +4,433 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 29,690 $1.84M 0.85% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 29,638 $1.84M 0.25% +227 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 29,587 $1.84M 1.47% -572 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 29,570 $1.83M 0.17% +2,638 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 29,545 $1.83M 0.17% +981 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 29,367 $1.82M 1.26% -11,321 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 29,313 $1.82M 1.23% -637 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 29,300 $1.82M 1.44% -45 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 29,215 $1.81M 0.72% +522 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 29,190 $1.81M 0.5% +2,597 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 29,019 $1.8M 0.35% -11 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 28,990 $1.8M 0.31% -478 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 28,934 $1.79M 0.09% -772 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 28,927 $1.79M 0.68% -3,150 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 28,709 $1.78M 0.88% -2,591 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 28,682 $1.78M 0.29% +665 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 28,676 $1.78M 0.38% +5,238 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 28,656 $1.78M 0.16% +3,126 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 28,631 $1.78M 1.07% -1,928 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 28,545 $1.77M 0.05% -987 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 4,000 $1.76M 0.41% -2,250 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 28,164 $1.75M 0.08% +2,148 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 28,054 $1.74M 0.67% -1,716 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 28,046 $1.74M 0.89% +24 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 28,030 $1.74M 0.08% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 28,000 $1.74M 0.29% +3,100 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 27,994 $1.74M 0.12% -2,915 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 27,848 $1.73M 0.88% -276 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 27,703 $1.73M 0.15% +2,008 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 27,733 $1.72M 0.77% -32 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 27,584 $1.71M 0.13% -908 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 27,412 $1.7M 1.28% -43 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 27,355 $1.7M 0.47% +85 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 27,317 $1.69M 0.34% +565 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 27,165 $1.68M 0.03% +5,159 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 27,012 $1.68M 0.11% +21,757 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 26,857 $1.67M 0.04% -4,788 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 26,818 $1.66M 0.19% -2,141 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 26,815 $1.66M 0.4% +315 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 26,690 $1.66M 0.31% -260 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 26,555 $1.65M 1.14% 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 26,503 $1.64M 0.07% +91 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 26,493 $1.64M 0.06% -7,620 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 26,474 $1.64M 0.95% +724 13F-HR/A Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 26,442 $1.64M 0.38% -826 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 26,409 $1.64M 0.48% -726 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 26,320 $1.63M 0.05% +8,771 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 26,307 $1.63M 1.5% +5,873 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 26,303 $1.63M 0.61% +26,080 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 26,291 $1.63M 0.07% +3,171 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 26,219 $1.63M +6,410 Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 26,221 $1.63M 0.11% +28 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 26,216 $1.63M 1.56% +4,042 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 26,186 $1.62M 0.77% +2,200 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 26,179 $1.62M 0.14% -1,324 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 26,146 $1.62M 0.4% -194 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 26,103 $1.62M 0.72% +181 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 26,082 $1.62M 0.48% +2,077 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 26,063 $1.62M 0.3% +20,358 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 25,909 $1.61M 0.11% +870 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 25,903 $1.61M 0.6% -2,175 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 25,886 $1.61M 0.51% -22,016 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 25,839 $1.6M 0.44% +141 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 25,810 $1.6M 0.52% -2,500 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 25,646 $1.59M 0.14% -498 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 25,612 $1.59M 0.16% -1,492 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 25,485 $1.58M 0.67% +127 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 25,432 $1.58M 0.82% +15,405 13F-HR Timeline