ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 14,276 $3.49M 1.3% +1 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 14,265 $3.49M 0.4% -190 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 14,265 $3.49M 2.06% -322 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 14,248 $3.48M +5,216 Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 14,242 $3.48M 1.34% +751 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 14,241 $3.48M 0.49% 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 14,206 $3.47M 1.28% +150 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 14,202 $3.47M 0.44% -615 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 14,191 $3.47M 1.89% +359 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 14,167 $3.46M 1.91% +100 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 14,128 $3.45M 1.07% -159 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 14,121 $3.45M 1.45% -297 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 14,093 $3.45M 0.67% +1,042 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 14,089 $3.44M 1.37% -430 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 14,084 $3.44M 0.36% -64 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 14,067 $3.44M 0.16% +219 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 14,055 $3.44M 0.85% -104 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 14,029 $3.43M 0.61% +845 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 14,016 $3.43M 0.09% +540 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 14,012 $3.43M 0.71% -545 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 14,009 $3.42M 0.33% -296 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 13,979 $3.42M 1.96% -105 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 13,970 $3.41M 1.48% -720 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 13,955 $3.41M 2.32% -705 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 13,950 $3.41M 1.45% +1,370 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 13,886 $3.39M 1.06% -315 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 13,884 $3.39M 0.57% -57 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 13,883 $3.39M 0.85% +4,650 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 13,881 $3.39M 0.68% -37 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 13,859 $3.39M 0.76% -350 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 13,850 $3.39M 0.55% -3,217 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 13,820 $3.38M 0.32% -24 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 13,819 $3.38M 1.8% +536 13F-HR Timeline QVR LLC More: the full row for QVR LLC 13,776 $3.37M 1.65% +3,572 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 13,769 $3.37M 1.12% -143 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 13,757 $3.36M 0.61% -26 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 13,752 $3.36M 0.84% +170 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 13,749 $3.36M 2.46% +48 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 13,743 $3.36M 1.57% -654 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 13,724 $3.35M 0.38% -730 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 13,717 $3.35M 0.02% -702 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 13,676 $3.34M 1.89% +239 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 13,671 $3.34M 0.38% +220 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 13,670 $3.34M 0.25% -230 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 13,664 $3.34M 0.47% +170 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 13,656 $3.34M 0.38% -424 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 13,631 $3.33M 0.55% +3,976 13F-HR Timeline Group Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 13,593 $3.32M 1.29% -4,115 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 13,589 $3.32M 1.19% -205 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 13,577 $3.32M 0.21% -2,302 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 13,558 $3.31M 0.59% -134 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 13,557 $3.31M 1.21% -178 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 13,551 $3.31M 1.26% +307 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 13,551 $3.31M 0.48% +58 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 13,548 $3.31M 0.35% -363 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 13,846 $3.31M 0.22% +8,301 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 13,513 $3.3M 0.52% +2,771 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 13,499 $3.3M 0.23% -403 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 13,496 $3.3M 1.36% -2,286 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 13,475 $3.29M 1.45% -43 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 13,472 $3.29M 0.68% -90 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 13,467 $3.29M 3.49% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 13,444 $3.29M 1.04% +391 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 13,428 $3.28M 1.27% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 13,426 $3.28M 0.58% -173 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 13,425 $3.28M 0.34% -1,833 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 13,419 $3.28M 0.49% +105 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 13,416 $3.28M 0.82% -540 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,370 $3.27M 0.46% -184 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 13,327 $3.26M 0.27% -217 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,327 $3.26M 0.11% +501 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 13,322 $3.26M 0.68% -74,486 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 13,313 $3.25M 1.03% -881 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 13,199 $3.23M 0.37% -99 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 13,168 $3.22M 0.21% +2,808 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 13,135 $3.21M 0.67% +127 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 13,121 $3.21M 0.45% -686 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 13,121 $3.21M 0.36% +6,066 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 13,118 $3.21M 1.08% +307 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,115 $3.21M 1.1% -374 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 13,113 $3.21M 2.58% -19 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 13,104 $3.2M 1.01% -174 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 13,103 $3.2M 0.47% -116 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 13,083 $3.2M 0.66% -1,346 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 13,036 $3.19M 0.76% -1,331 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 13,018 $3.18M 1.07% -81 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 12,970 $3.17M 1.16% -4,172 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 12,956 $3.17M 1.52% +2 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 12,954 $3.17M 1.3% +160 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 12,926 $3.16M 1.21% +137 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 12,914 $3.16M 0.17% -77 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 16,599 $3.16M 1.71% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 12,868 $3.15M 0.75% -160 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 12,860 $3.14M 0.95% -166 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 12,849 $3.14M 0.31% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 12,840 $3.14M 0.63% +629 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 12,806 $3.13M 0.24% -968 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 12,799 $3.13M 0.45% -7,244 13F-HR Timeline United American Securities Inc. (d/b/a … in group United American Securities In… More: the full row for United American Securities Inc. (d/b/a UAS Asset Management) 12,798 $3.13M 0.68% -57,852 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 12,792 $3.13M 0.76% -29 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 12,781 $3.12M 0.53% -22 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 12,768 $3.12M 1.46% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 12,753 $3.12M 1.32% -529 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 12,734 $3.11M 0.61% -21 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12,719 $3.11M 0.45% +1,164 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 12,667 $3.1M 1.14% +103 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 12,665 $3.1M 0.37% +190 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 12,664 $3.1M 0.32% +179 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 12,653 $3.09M 0.23% +25 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 12,634 $3.09M 1.48% +112 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 12,608 $3.08M 0.71% +4,492 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 12,606 $3.08M 1.11% -292 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 13,360 $3.08M 0.3% -1,013 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 13,609 $3.08M 0.14% -36,349 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 12,589 $3.08M 0.09% +9,592 13F-HR Timeline Group Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 12,576 $3.07M 0.99% +1,266 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 12,555 $3.07M 2.31% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 12,549 $3.07M 0.95% +700 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 12,546 $3.07M 0.91% -25 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 12,531 $3.06M 1.54% -38 13F-HR Timeline Davis Asset Management, L.P. More: the full row for Davis Asset Management, L.P. 12,500 $3.06M 0.09% new 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 12,478 $3.05M 1.35% +521 13F-HR Timeline United Bank More: the full row for United Bank 12,472 $3.05M 1.01% -333 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 12,452 $3.04M 0.22% +616 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 12,448 $3.04M 0.19% +10,834 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 12,439 $3.04M 0.29% +1,407 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 12,432 $3.04M 0.6% -401 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 12,873 $3.04M 1.82% -500 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 12,604 $3.03M 0.76% -1,241 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 12,379 $3.03M 0.16% +1,099 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 12,332 $3.01M 1.6% -206 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 12,310 $3.01M 0.14% -274 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 12,306 $3.01M 0.44% -238 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 12,302 $3.01M 1.27% -150 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 12,296 $3.01M 1.03% +1,002 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 12,294 $3.01M 0.32% -2,133 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 22,939 $3M 0.4% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,288 $3M 0.31% +662 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 12,288 $3M 1.1% -174 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,276 $3M 0.27% +1,039 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 12,213 $2.99M 0.34% -748 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 12,172 $2.98M 0.18% +1,445 13F-HR Timeline P.A.W. CAPITAL CORP More: the full row for P.A.W. CAPITAL CORP 12,220 $2.97M 2.38% new 13F-HR/A Timeline Insight Inv LLC More: the full row for Insight Inv LLC 12,129 $2.96M 1.62% -47 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 12,125 $2.96M 0.3% +4,020 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 12,090 $2.96M 0.42% -182 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 13,109 $2.95M 0.99% -1,755 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 12,054 $2.95M 1.37% +60 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 12,045 $2.94M 0.28% +162 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 12,030 $2.94M 0.01% +578 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 12,029 $2.94M 0.63% +424 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12,006 $2.93M 0.26% -2,065 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 12,000 $2.93M 0.22% +148 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 11,991 $2.93M 0.1% -7,775 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,985 $2.93M 0.17% -173 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 11,985 $2.93M 1.47% -1,964 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,972 $2.93M 0.1% -21,808 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 11,970 $2.93M 1.66% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 11,957 $2.92M 1.89% +734 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 11,956 $2.92M 0.21% -73 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 11,951 $2.92M 0.57% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 11,899 $2.91M 0.3% +52 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 11,860 $2.9M 0.5% -2,063 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,857 $2.9M 0.04% -23,577 13F-HR Timeline Group Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 11,850 $2.9M 0.97% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 11,842 $2.89M 0.42% -124 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 11,818 $2.89M 0.51% -180 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 11,799 $2.88M 1.67% -242 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 11,798 $2.88M 2.23% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 11,773 $2.88M 0.86% +269 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 11,772 $2.88M 0.96% +67 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 11,768 $2.88M 0.56% -20 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 11,747 $2.87M 0.57% +305 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 11,714 $2.86M 1.37% -753 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 11,682 $2.86M 1.31% -9 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 11,673 $2.85M 0.59% +10 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 11,666 $2.85M 2.34% -767 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 11,649 $2.85M 0.36% +3,532 13F-HR Timeline Shum Financial Group, Inc. 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More: the full row for Bellecapital International Ltd. 11,472 $2.8M 0.51% -3,717 13F-HR/A Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 11,466 $2.8M 1.1% +573 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11,458 $2.8M 0.16% -434 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. 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