EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,609 $644K 0.15% new 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,605 $643K 0.18% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,602 $643K 0.07% -325 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,600 $642K 0.13% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,596 $642K 0.25% +39 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 4,590 $641K 0.07% new 13F-HR/A Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,561 $637K 0.01% -33,540 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,558 $636K 0.03% -356 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 4,547 $635K 0.12% -400 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,542 $634K 0.01% -32,857 13F-HR Timeline Group ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,524 $632K 0.25% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,945 $630K 0.14% +1,545 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 4,513 $630K 0.08% new 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 4,510 $630K 0.35% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,509 $630K 0.2% -280 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 4,500 $628K 0.19% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,499 $628K 0.08% -1,700 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 4,498 $628K 0.14% new 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 4,496 $628K 0.37% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 6,605 $628K 0.16% -30,977 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 4,491 $627K 0.06% new 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 4,486 $626K 0.23% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,481 $626K 0.18% new 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 4,477 $625K 0.73% 0 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 4,474 $625K 0.22% new 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,473 $625K 0.42% -775 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 4,467 $624K 0.26% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 5,538 $623K 0.3% -8,862 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,461 $623K 0.09% new 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 4,460 $623K 0.42% -1,040 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 4,450 $621K 0.12% new 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 4,448 $621K 0.01% new 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 4,448 $621K 0.06% -835 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,446 $621K 0.3% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,445 $621K 0.05% -234 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 4,442 $620K 0.47% new 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 4,436 $619K 0.14% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,422 $617K 0.1% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,421 $617K 0.05% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,416 $617K 0.09% -33,755 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 4,412 $616K 0.22% new 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 4,400 $614K 0.5% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,389 $613K 0.11% new 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 4,386 $612K 0.22% -267 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,383 $612K 0.06% +1,024 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,380 $612K <0.01% +280 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 4,383 $612K 0.12% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,379 $611K 0.04% -166 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 4,373 $611K 0.1% -777 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 4,373 $611K 0.45% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,920 $611K 0.15% +24 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,360 $609K 0.11% -510 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,347 $607K 0.35% -13,102 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 4,346 $607K 0.28% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,342 $606K 0.06% -59 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 6,713 $606K 0.12% -2,300 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,334 $605K 0.26% new 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 4,328 $604K 0.2% -254 13F-HR Timeline Group Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 4,328 $604K 0.4% +300 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4,323 $604K 0.22% -387 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 4,318 $603K 0.33% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,315 $603K 0.09% new 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 4,315 $603K 0.33% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,314 $602K 0.11% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,313 $602K 0.29% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 4,313 $602K 0.03% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,286 $598K 0.45% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 4,271 $596K 0.18% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,256 $595K 0.01% -146 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,253 $594K 0.09% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,241 $592K 0.28% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,238 $592K 0.01% -9,855 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4,238 $592K 0.41% new 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 4,237 $592K 0.26% new 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,236 $591K 0.22% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,231 $591K 0.34% new 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,218 $589K 0.14% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,207 $587K 0.16% new 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 4,206 $587K 0.06% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,203 $587K 0.08% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,195 $586K 0.05% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 4,180 $584K 0.12% -1,207 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 4,171 $583K 0.25% new 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 4,172 $583K 0.07% -26,247 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 4,167 $582K 0.04% +896 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 4,161 $581K 0.18% -1,704 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 4,152 $580K 0.05% new 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 4,150 $579K 0.24% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,148 $579K 0.05% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 4,147 $579K 0.18% new 13F-HR Timeline Group EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 4,146 $579K 0.07% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 4,146 $579K 0.11% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,146 $579K 0.14% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,128 $577K 0.02% -477 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 4,125 $576K 0.28% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,091 $571K 0.13% -5,179 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,057 $566K 0.1% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 5,125 $566K 0.18% -170 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,046 $565K 0.04% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,039 $564K 0.22% +684 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,033 $563K 0.12% new 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 4,030 $563K 0.31% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,030 $563K 0.09% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 4,023 $562K 0.3% new 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,022 $562K 0.47% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,014 $560K 0.2% +201 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4,012 $560K 0.07% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,010 $560K 0.16% -1,345 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,009 $560K 0.04% -717 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 4,009 $560K 0.03% 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 4,005 $559K 0.3% new 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,000 $559K 0.07% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 4,003 $559K 0.08% new 13F-HR Timeline Group Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,000 $559K 0.04% new 13F-HR Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 4,000 $559K 0.06% new 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,000 $559K 0.06% -1,500 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 4,000 $559K 0.32% -96,000 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,997 $558K 0.2% new 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 3,994 $558K 0.14% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,993 $558K 0.15% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 3,989 $557K 0.02% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,987 $557K 0.04% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,977 $555K 0.05% -1,234 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 3,977 $555K 0.22% new 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,968 $554K 0.13% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,963 $553K 0.33% -700 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,950 $552K 0.13% +3,766 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,946 $551K 0.06% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,945 $551K 0.25% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 3,937 $550K 0.11% -32 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 3,931 $549K 0.28% -3,360 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,919 $547K 0.02% +9 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,911 $546K 0.06% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,909 $546K 0.23% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,908 $546K 0.04% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,906 $545K 0.03% +73 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,903 $545K 0.24% +2,690 13F-HR/A Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,900 $545K 2.11% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 3,900 $545K 0.14% new 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 3,900 $545K 0.15% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,895 $544K 0.13% new 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 3,891 $543K 0.12% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,889 $543K 0.09% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,879 $542K 0.04% -793 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,878 $541K 0.03% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 3,875 $541K 0.42% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,871 $541K 0.13% -1,761 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 3,870 $540K 0.07% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,867 $540K 0.29% -844 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,855 $538K 0.04% -173 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 3,853 $538K 0.39% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,850 $538K 0.02% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,841 $536K 0.14% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,839 $536K 0.04% -3,514 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,839 $536K 0.07% -1,229 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 3,836 $536K 0.14% new 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 3,836 $536K 0.07% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,835 $535K 0.03% 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 3,813 $532K 0.13% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,859 $531K 0.06% -2,250 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,801 $531K 0.03% -2,950 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,788 $529K 0.14% new 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 3,777 $527K 0.98% -919 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,774 $527K 0.22% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,773 $527K 0.04% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,765 $526K 0.12% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,759 $525K 0.05% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,757 $525K 0.03% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,756 $524K 0.17% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,753 $524K 0.08% -82 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 3,751 $524K 0.55% -3,457 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,736 $522K 0.14% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,725 $520K 0.08% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,722 $520K 0.13% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,713 $518K 0.33% new 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 3,710 $518K 0.39% new 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 3,708 $518K 0.1% new 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,707 $518K 0.27% new 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 3,705 $517K 0.23% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,701 $517K 0.06% new 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 5,720 $516K 0.28% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 3,693 $516K 0.28% -1,063 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,693 $516K 0.01% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,680 $514K 0.25% -4,500 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 3,676 $513K 0.49% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 5,066 $512K 0.3% +187 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,665 $512K 0.05% +245 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,664 $512K 0.29% new 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 3,660 $511K 0.21% -2,097 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 3,659 $511K 0.09% new 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 3,651 $510K 0.2% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 3,648 $509K 0.33% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,936 $509K 0.22% 0 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 3,641 $508K 0.05% -3,054 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 3,640 $508K 0.24% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,633 $507K 0.04% new 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,627 $506K 0.33% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 3,625 $506K 0.06% -3,562 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,622 $506K 0.41% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 3,617 $505K 0.23% new 13F-HR Timeline