ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 11,990 $810K 0.21% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 11,990 $810K 0.11% 0 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 11,980 $809K 0.44% -26 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 11,959 $808K 0.24% +238 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 11,956 $807K 0.28% +24 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 11,916 $805K 0.06% +4,682 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 11,904 $804K 0.17% -486 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 11,847 $800K 0.16% -466 13F-HR Timeline SECURITY BENEFIT LIFE INSURANCE CO /KS/ in group SECURITY BENEFIT LIFE INSURAN… More: the full row for SECURITY BENEFIT LIFE INSURANCE CO /KS/ 11,800 $797K 0.42% +6,100 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 11,795 $796K 0.28% -3,037 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 11,758 $794K 0.51% +715 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 11,735 $792K 0.32% -167 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 11,715 $791K 0.31% -290 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 11,702 $790K 0.06% -85 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 11,677 $789K 0.07% 0 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 11,670 $788K 0.56% 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 11,659 $787K 0.07% +10 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 11,650 $787K 0.08% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,626 $785K 0.03% +497 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 11,591 $783K 0.41% -4,147 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 11,567 $781K 0.05% -5,668 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 11,566 $781K 0.18% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 11,564 $781K 0.22% +324 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 11,561 $781K 0.11% +2,226 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 11,505 $777K 0.19% -658 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 11,467 $774K 0.08% +1 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 11,448 $773K 0.02% +1,323 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 11,438 $772K 0.1% -1,434 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 11,432 $772K 0.19% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 11,405 $770K 0.04% +6,854 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 11,400 $770K 0.11% +34 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 11,395 $770K 0.1% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 11,351 $767K 0.29% 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 11,344 $766K 0.23% -633 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,338 $766K 0.01% +102 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 11,301 $763K 0.29% +608 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 11,290 $762K 0.04% +7,400 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 11,285 $762K 0.28% -476 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 11,260 $760K 0.07% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,254 $760K 0.05% +53 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 11,234 $759K 0.07% -51 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,217 $757K 0.05% +171 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 11,213 $757K 0.06% 0 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 11,212 $757K 0.19% -904 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 11,205 $757K 0.01% +5,408 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,201 $756K 0.05% -41 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 11,174 $755K 0.46% +234 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 11,152 $753K 0.54% -2,289 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 11,132 $752K 0.16% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 11,126 $751K 0.24% -49 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 11,125 $751K 0.06% 0 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 11,123 $751K 0.32% +26 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 11,119 $751K 0.25% -69 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 11,081 $748K 0.13% +142 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 11,069 $747K 0.02% +250 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 11,054 $746K 0.75% -109 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 11,052 $746K 0.25% +19 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 11,041 $746K 0.05% +5 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,011 $744K 0.02% +20 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 10,995 $742K 0.1% +6,423 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,985 $742K 0.08% +109 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 10,985 $742K 0.05% -325 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,937 $739K 0.02% +44 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,930 $738K 0.08% -49 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,876 $734K 0.22% -717 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10,853 $733K 0.13% -420 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 10,842 $732K 0.04% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 10,822 $731K 0.53% -473 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 10,814 $730K 0.22% +980 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 10,807 $730K 0.14% -53,043 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 10,796 $729K 0.06% +505 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 10,782 $728K 0.32% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 10,767 $727K 0.09% -6,176 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 10,776 $727K 0.23% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 10,728 $724K 0.12% -4,973 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10,713 $723K 0.16% +4,178 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 10,702 $723K 0.49% -34 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 10,685 $722K 0.67% 13F-HR Timeline CLG LLC More: the full row for CLG LLC 10,684 $721K 0.18% -116 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 10,665 $720K 0.06% +225 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 10,655 $720K 0.16% -328 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 10,649 $719K 0.24% -118,198 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 10,625 $718K 0.22% +160 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 10,622 $717K 0.39% -627 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 10,621 $717K 0.52% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 10,565 $713K 0.15% -10,285 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 10,555 $713K 0.37% +2,000 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 10,100 $712K 0.02% -5,308 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 10,459 $706K 0.3% -162 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 10,415 $703K 0.24% -33 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 10,391 $702K 0.01% +140 13F-HR Timeline Group New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 10,384 $701K 0.25% -147 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 10,380 $701K 0.7% -1,000 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 10,378 $701K 0.12% -18 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,791 $700K 0.02% -728 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 10,348 $699K 0.07% +475 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 10,313 $696K 0.15% -175 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 10,295 $695K 0.13% 0 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 10,292 $695K 0.21% -255 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 10,295 $695K 0.26% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 10,272 $694K 0.62% 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 10,262 $693K 0.15% -99 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 10,254 $692K 0.41% -149 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,253 $692K 0.22% -904 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,227 $690K 0.21% -1,265 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 10,210 $689K 0.68% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 10,208 $689K 0.06% +1,037 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 10,207 $689K 0.11% -2,184 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 10,202 $689K 0.26% -439 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 10,189 $688K 0.32% 0 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 10,188 $688K 0.37% -134 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 10,165 $686K 0.01% +3,034 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 10,159 $686K 0.12% -5,838 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,148 $685K 0.11% -67 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 10,145 $685K 0.09% -224 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 10,121 $683K 0.39% -2,762 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10,027 $683K 0.03% +1,151 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 10,108 $683K 0.05% +62 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10,052 $679K 0.21% +16 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 10,050 $679K 0.04% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 10,046 $678K 0.2% -1,097 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 10,034 $678K 0.46% 0 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 10,000 $675K 0.06% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 9,989 $675K 0.23% +1,007 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 9,985 $674K 0.29% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 9,966 $673K 0.16% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 9,963 $673K 0.19% -4,539 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 9,922 $670K 0.51% -64 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 9,903 $669K 0.28% -1,323 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 9,893 $668K 0.6% +22 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 9,874 $667K 0.25% 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 9,811 $663K 0.05% -285 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 9,802 $662K 0.07% -70 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 9,797 $662K 0.2% -900 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 9,783 $661K 0.26% -71 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 9,747 $658K 0.03% 0 13F-HR/A Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 9,746 $658K 0.25% +565 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,725 $657K 0.7% -605 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 9,725 $657K 0.07% new 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 9,705 $655K 0.31% -1,279 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 9,700 $655K 0.57% -498 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 9,615 $649K 0.15% -22 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 9,611 $649K 0.14% -304 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 9,600 $648K 0.11% -352 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 9,597 $648K 0.53% -1,472 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 9,576 $647K 0.18% +23 13F-HR Timeline EQ LLC More: the full row for EQ LLC 9,568 $646K 0.18% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 9,546 $645K 0.1% -390 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 9,542 $644K 0.4% -58 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 9,488 $641K 0.43% -196 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 9,473 $640K 0.09% +4,918 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,463 $639K 0.12% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 9,443 $638K 0.38% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 9,436 $637K 0.08% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 9,408 $635K 0.33% +1,226 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 9,400 $635K <0.01% -4,400 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 9,388 $634K 0.2% -615 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 9,388 $634K 0.33% -69 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 9,348 $631K 0.21% -1,475 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 9,331 $630K 0.45% +1,791 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,281 $627K 0.09% -30 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 9,279 $627K 0.39% -609 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 9,275 $626K 0.43% +20 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 9,253 $625K 0.07% -164 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 9,250 $625K 0.34% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 9,248 $625K 0.06% -1,775 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 9,246 $624K 0.18% -2,157 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 9,232 $623K 0.21% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 9,224 $623K 0.03% -380 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 9,220 $623K 0.06% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9,203 $621K 0.39% 0 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 9,165 $619K 0.11% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 9,100 $615K 0.07% -35 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 9,096 $614K 0.04% -1 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 9,067 $612K 0.09% +1,400 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 9,050 $611K 0.01% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 9,045 $611K 0.49% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 8,965 $611K 0.53% -450 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,031 $610K 0.27% +2,686 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,031 $610K 0.06% +1,840 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 8,950 $604K 0.09% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 8,918 $602K 0.06% -218 13F-HR Timeline City State Bank More: the full row for City State Bank 8,915 $602K 0.16% -55 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 8,900 $601K 0.17% +4,847 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 8,890 $600K 0.19% -3,883 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 8,860 $598K 0.15% -63 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 8,856 $598K 0.45% -152 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 8,846 $597K 0.23% +26 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 8,831 $596K 0.02% +1,007 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 8,804 $595K 0.23% -124 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 8,786 $593K 0.2% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 8,749 $591K 0.1% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 8,731 $590K 0.29% +3,927 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 8,718 $589K 0.06% +3 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,682 $586K <0.01% +502 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 8,667 $585K 0.09% +4,052 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 8,664 $585K 0.04% -1,074 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 8,649 $584K 0.11% -622 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 8,608 $581K 0.1% -2,176 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,568 $579K 0.19% -38 13F-HR Timeline