Adero Partners, LLC More: the full row for Adero Partners, LLC 12,414 $282K 0.02% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 12,407 $282K 0.15% 0 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 12,393 $281K 0.03% +1,000 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 12,389 $281K 0.1% -400 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 12,377 $281K 0.03% -2,414 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 12,371 $281K 0.04% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 12,366 $281K 0.18% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 12,343 $280K 0.07% +1,343 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,335 $280K 0.02% new 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 12,326 $280K <0.01% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 12,320 $280K 0.07% +500 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 12,286 $279K 0.27% +808 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 12,252 $278K 0.02% -1,875 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 12,137 $276K 0.09% -1,910 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,130 $275K 0.02% new 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 12,115 $275K 0.12% -283 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 12,800 $275K 0.11% +90 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 12,110 $275K 0.05% -1,004 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 12,100 $275K 0.03% -22 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,079 $274K 0.01% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 12,066 $274K 0.02% -515 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 12,057 $274K 0.02% -14,783 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 12,052 $274K 0.26% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12,030 $273K 0.01% +665 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 12,017 $273K 0.03% +655 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 12,009 $273K 0.04% -528 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 12,000 $273K 0.21% -5,500 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 12,000 $273K 0.05% -250 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 11,942 $271K 0.08% -8,418 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 11,935 $271K 0.02% -4 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 11,935 $271K 0.18% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 11,912 $271K 0.04% +11,142 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 11,886 $270K 0.03% -178 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 11,885 $270K 0.03% -3,680 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 11,868 $270K 0.02% -2,050 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 11,857 $269K 0.04% -1,446 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 11,834 $269K 0.3% -1,323 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 11,831 $269K 0.03% +1,185 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 11,830 $269K 0.07% +451 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 11,824 $269K 0.06% -338 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 12,347 $268K 0.2% -1,237 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 11,812 $268K 0.13% -190 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 11,799 $268K 0.29% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 11,781 $268K 0.1% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,727 $266K 0.06% -427 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 11,713 $266K 0.11% -300 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 11,712 $266K 0.03% new 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 11,660 $265K 0.04% -1,998 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,457 $265K 0.01% -241 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 11,656 $265K 0.05% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 11,645 $264K 0.02% -600 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 11,630 $264K 0.01% -1,036 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,622 $264K 0.01% -2,771 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 11,571 $263K 0.21% -400 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 11,563 $263K 0.06% -2,652 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,553 $262K 0.06% -579 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,529 $262K 0.01% +1,246 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 11,526 $262K 0.02% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,510 $261K 0.02% -1,770 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,498 $261K <0.01% +6,090 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 11,491 $261K 0.16% -2,392 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 11,466 $260K <0.01% +11,061 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 11,445 $260K 0.04% +1,361 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 11,428 $260K 0.07% 0 13F-HR/A Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 11,351 $258K 0.21% -72 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 10,671 $256K 0.08% -9,824 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,279 $256K 0.02% -4,231 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 11,285 $256K 0.13% -200 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 11,270 $256K 0.05% +100 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 11,269 $256K 0.03% -3,264 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,215 $255K 0.02% -982 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11,200 $254K 0.04% 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,184 $254K 0.03% -880 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 13,008 $254K 0.24% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,159 $253K 0.01% -951 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 11,152 $253K 0.26% -145 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 11,144 $253K 0.13% -85 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 11,131 $253K 0.07% -3,250 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 11,118 $252K 0.11% -8 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 11,115 $252K 0.05% new 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 11,105 $252K 0.17% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 11,060 $251K 0.01% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,048 $251K 0.03% -387 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11,039 $251K <0.01% -729 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 11,025 $250K 0.08% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 11,022 $250K 0.13% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 10,973 $249K 0.01% -32,369 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 10,970 $249K 0.08% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,893 $247K 0.01% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 10,876 $247K 0.15% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,856 $247K 0.02% -362 13F-HR/A Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 12,258 $246K 0.16% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 10,832 $246K 0.04% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 10,812 $246K 0.04% +733 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 10,795 $245K 0.05% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 10,785 $245K 0.06% -2,100 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,776 $245K 0.01% -2,101 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 12,329 $243K 0.05% -1,832 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 12,000 $243K 0.03% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 11,020 $243K 0.14% +362 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 10,700 $243K 0.02% -27,082 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 10,684 $243K 0.08% -2,099 13F-HR Timeline Davis Selected Advisers More: the full row for Davis Selected Advisers 10,683 $243K <0.01% -2,556,933 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 10,669 $242K 0.04% -1,640 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,658 $242K 0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 10,635 $242K 0.19% +130 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 10,618 $241K 0.03% -347 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 10,604 $241K 0.06% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 10,574 $240K 0.02% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 10,562 $240K 0.03% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 10,510 $239K 0.03% new 13F-HR/A Timeline Group Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 9,881 $239K 0.05% -1,681 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10,524 $239K 0.07% +110 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 10,503 $239K 0.14% new 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 10,478 $238K 0.04% -3,605 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 10,465 $238K 0.03% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 10,478 $237K 0.07% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 10,415 $237K 0.09% -236 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 10,382 $236K 0.06% -586 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 10,372 $236K 0.01% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 10,360 $235K 0.02% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 10,339 $235K 0.03% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 10,325 $234K 0.01% new 13F-HR Timeline Group Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 10,296 $234K 0.03% -681 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 10,294 $234K 0.05% new 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 10,291 $234K 0.02% -1,000 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 10,281 $233K 0.17% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 10,250 $233K 0.03% -126 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 10,216 $232K -564 Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 10,196 $232K 0.04% -440 13F-HR Timeline BANK OZK More: the full row for BANK OZK 10,190 $231K 0.1% -98 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,164 $231K 0.01% -1,000 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 10,163 $231K 0.03% -6,485 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 10,163 $231K 0.08% -1,425 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 10,160 $231K 0.09% -3,869 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,130 $230K 0.05% +279 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 10,117 $230K 0.02% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 10,106 $230K 0.03% -336,907 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 10,090 $229K 0.16% -600 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 10,102 $229K 0.06% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 10,032 $228K 0.06% new 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 10,000 $227K 0.07% -130,000 13F-HR Timeline Valliance Asset Management Ltd More: the full row for Valliance Asset Management Ltd 10,000 $227K 0.86% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 10,000 $227K 0.2% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,974 $227K 0.02% -1,587 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,949 $226K 0.02% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,932 $226K 0.02% -20,766 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,921 $225K 0.01% +1,100 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 9,920 $225K 0.1% -200 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,897 $225K 0.02% new 13F-HR Timeline City State Bank More: the full row for City State Bank 9,878 $224K 0.07% -506 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,021 $224K 0.03% -296 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 9,870 $224K 0.01% -10,947 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,828 $223K 0.02% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 9,810 $223K 0.1% new 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 9,800 $223K 0.03% -248,371 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 9,788 $222K 0.05% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 9,772 $222K 0.13% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 9,744 $221K 0.05% -1,445 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,735 $221K 0.06% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 9,713 $221K 0.01% -5,850 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 9,701 $220K 0.02% -1,775 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 9,690 $220K 0.17% -400 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 10,973 $220K 0.04% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 9,686 $220K 0.06% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,679 $220K 0.05% new 13F-HR/A Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 9,655 $219K 0.14% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 9,651 $219K 0.09% -5,000 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 9,648 $219K 0.07% -464 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 9,646 $219K 0.09% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 9,646 $219K 0.04% -200 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 9,655 $219K 0.08% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 9,623 $219K 0.02% -2,685 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 9,608 $218K 0.04% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 9,604 $218K 0.02% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 9,601 $218K 0.02% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 9,609 $218K 0.02% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,595 $218K 0.03% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 9,577 $217K 0.04% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,552 $217K 0.01% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,537 $217K 0.01% new 13F-HR Timeline Group CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 9,495 $216K 0.03% -888 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 9,479 $215K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 9,479 $215K 0.01% -783 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 9,459 $215K 0.06% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,459 $215K 0.02% -1,280 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 9,437 $214K 0.09% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 9,429 $214K 0.01% new 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 9,425 $214K 0.02% -1,049 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 9,395 $213K 0.12% new 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 9,374 $213K 0.06% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 9,359 $213K 0.03% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,326 $212K 0.03% -3,650 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 9,310 $211K 0.15% -7,075 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,304 $211K 0.02% -2,661 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 9,276 $211K 0.06% new 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 9,270 $211K 0.11% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,262 $210K <0.01% -1,632 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 9,233 $210K 0.05% -3,778 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 9,228 $210K 0.08% -6,200 13F-HR Timeline