BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7,398 $166K 0.03% -128 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 7,387 $165K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,304 $164K 0.01% +145 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 7,300 $164K 0.06% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,210 $162K 0.02% +549 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 7,204 $161K 0.03% +105 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,179 $161K 0.04% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,107 $159K 0.05% -3,056 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 7,050 $158K 0.01% 0 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 6,939 $155K 0.13% +711 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 6,920 $155K 0.11% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 6,870 $154K 0.03% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 6,862 $154K 0.05% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,803 $152K 0.02% +995 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 6,800 $152K 0.01% -350 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,656 $152K 0.06% -99 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6,691 $150K 0.05% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6,648 $149K 0.05% -857 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,540 $146K 0.02% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 6,462 $145K 0.08% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6,450 $144K 0.09% +3,000 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,374 $143K 0.06% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6,360 $142K 0.06% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,292 $141K 0.12% -100 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 6,256 $140K 0.17% -14,434 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,255 $140K 0.03% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 6,143 $140K 0.05% 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 6,190 $139K <0.01% +294 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 6,170 $138K 0.06% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 6,002 $137K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6,064 $136K 0.02% -1,590 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 5,994 $134K 0.02% +286 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,825 $130K 0.06% -700 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,652 $127K 0.01% +310 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,548 $124K 0.06% -288 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 5,400 $121K 0.04% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 5,378 $120K 0.07% +125 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 5,277 $118K 0.04% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 5,161 $116K <0.01% +295 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 5,119 $115K 0.05% 0 13F-HR/A Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 5,096 $114K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,066 $113K 0.02% -2,290 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 5,058 $113K 0.06% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,040 $113K 0.01% -1,024 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,016 $112K 0.01% -916 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,000 $112K 0.04% -2,000 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,962 $111K 0.05% -800 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,916 $110K 0.02% -3,345 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,855 $109K 0.04% -1,870 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,936 $108K 0.01% -260 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,801 $108K 0.02% -16 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 4,722 $106K 0.07% +1,630 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,677 $105K 0.01% -4,802 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,589 $103K 0.05% +683 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 4,485 $100K 0.06% +400 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,482 $100K 0.01% -1,509 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,470 $100K 0.09% -70 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,461 $99.9K 0.01% -250 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,448 $99.6K 0.03% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,398 $99K 0.01% -1,574 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4,377 $98K 0.07% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 4,365 $97.8K 0.04% -200 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,315 $96.7K 0.02% -734 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,286 $96K 0.09% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 4,317 $96K 0.03% -230 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,266 $95.6K 0.06% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 4,225 $94.6K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 4,210 $94.3K 0.01% 0 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 4,205 $94.2K 0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,153 $93K 0.05% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 4,147 $92.9K 0.05% +250 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,140 $92.7K 0.01% -178 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,129 $92.5K 0.01% -363 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,663 $92.3K 0.07% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,926 $88K <0.01% -781 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,920 $87.8K <0.01% -5,004 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,824 $85.7K 0.01% +103 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 3,809 $85K 0.03% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,771 $84K <0.01% -24,676 13F-HR/A Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,735 $83.7K 0.04% +46 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,726 $83.5K 0.02% -227 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,400 $82.5K 0.04% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,627 $81.2K 0.01% -18 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,607 $81K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,552 $79.6K 0.01% -767 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,494 $78.3K 0.05% +160 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 3,475 $77.8K 0.05% -435 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,416 $76.5K 0.03% -1,350 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 3,381 $75.7K 0.02% +500 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,323 $74.4K 0.03% +256 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,376 $73.6K 0.04% -291 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,194 $72K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,168 $71K 0.02% +1,925 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,160 $70.8K 0.06% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,100 $69.8K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,102 $69.5K 0.03% +600 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,098 $69.4K 0.02% -2,127 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,085 $69.1K 0.07% 0 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,065 $68.7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,006 $67.3K <0.01% -1,394 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,002 $67.2K 0.02% -5,100 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,995 $67.1K 0.02% +725 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 2,987 $66.9K 1.3% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,983 $66.8K 0.03% -1,000 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,918 $66.6K 0.01% +696 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,919 $65.4K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,900 $65K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,894 $64.8K 0.04% -1,660 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,891 $64.8K 0.02% +2,751 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,858 $64K 0.02% +17 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,857 $64K 0.02% -3,600 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,785 $62.4K 0.05% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,744 $62K 0.03% -12,224 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,741 $61.4K 0.04% -920 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,732 $61.2K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,702 $60.5K 0.02% -25 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,666 $59.7K 0.01% -270 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,636 $59K <0.01% -470 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,631 $58.9K 0.01% +774 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,589 $58.7K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,620 $58.7K 0.01% -6 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,529 $56.6K 0.03% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,568 $56K 0.02% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,515 $56K 0.01% -400 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,500 $56K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,465 $55.2K <0.01% +78 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,436 $54.6K 0.02% +752 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,430 $54.4K 0.02% -50 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,423 $54.3K 0.01% -100 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,400 $53.8K 0.02% -200 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,389 $53.5K 0.02% +289 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,376 $53.2K 0.03% -117 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 3,556 $53.1K <0.01% -171 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,292 $51.3K 0.01% -55,208 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,292 $51.3K 0.02% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,288 $51.3K 0.03% -400 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,272 $51K 0.01% -1,323 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 2,258 $50.6K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,236 $50K 0.01% -908 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 2,232 $50K 0.07% -70 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,208 $49.7K 0.03% -1,652 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,197 $49.2K 0.03% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,169 $48K 0.01% +329 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,138 $47.9K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,110 $47.3K <0.01% -66,358 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,099 $47K 0.05% -33,323 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,085 $46.7K 0.02% 0 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,081 $46.5K 0.02% -1,004 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,074 $46.5K 0.02% -1,120 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 10,790 $46.2K <0.01% -935 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,022 $45.3K 0.04% -2 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1,954 $45.1K 0.02% +80 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,009 $45K 0.01% -49 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,990 $44.6K 0.03% +281 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,983 $44.4K 0.03% -60 13F-HR Timeline Trust Co More: the full row for Trust Co 1,979 $44.3K 0.01% -1,732 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,977 $44.3K <0.01% -132 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,968 $44.1K 0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,950 $43.7K 0.03% +765 13F-HR/A Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,939 $43.4K 0.04% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,937 $43.4K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,891 $42K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,874 $42K 0.01% +186 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,830 $41K 0.02% +117 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,805 $40.4K 0.02% -704 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,803 $40.4K 0.02% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,800 $40.3K 0.03% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,799 $40.3K 0.1% +871 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,789 $40.1K 0.03% +26 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,786 $40K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,772 $39.7K <0.01% -46,500 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,670 $37.4K 0.03% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,633 $36.6K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,537 $36K 0.01% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,601 $35.9K 0.01% -11,993 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 1,600 $35.8K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,584 $35.5K 0.01% +796 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,568 $35.1K 0.01% -902 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,557 $34.9K 0.01% +822 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,557 $34.9K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,514 $33.9K <0.01% -100 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,678 $33.7K 0.03% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,479 $33.1K 0.01% -200 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 1,472 $33K 0.02% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,443 $32.3K 0.01% +278 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,400 $31.4K <0.01% +200 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 1,400 $31.4K 0.01% +500 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,378 $30.9K 0.01% +98 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,378 $30.9K 0.02% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,371 $30.7K <0.01% +96 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,361 $30.5K <0.01% -66 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,325 $29.7K 0.02% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,325 $29.7K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,310 $29.3K 0.02% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,309 $29.3K 0.01% +166 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 1,284 $28.8K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,250 $28K 0.02% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,245 $27.9K 0.01% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,230 $27.6K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,220 $27.3K 0.01% +221 13F-HR/A Timeline