Diligent Investors, LLC More: the full row for Diligent Investors, LLC 11,148 $1.85M 0.45% +34 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 11,136 $1.85M 0.31% -506 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 11,135 $1.85M 0.45% +36 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 11,135 $1.85M 0.91% +1,689 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 11,123 $1.84M 0.19% +830 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 11,118 $1.84M 0.55% +569 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 11,118 $1.84M 1.2% -67 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 11,115 $1.84M 1.66% +185 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 11,093 $1.84M 0.24% -67 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 11,087 $1.84M 1.37% -2,850 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 11,086 $1.84M 0.32% +63 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 11,070 $1.84M 1.07% -3,404 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 11,069 $1.84M 0.21% +1,307 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 11,065 $1.83M 1.28% -16 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 11,050 $1.83M 0.82% +300 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,049 $1.83M 0.15% +1,540 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 11,047 $1.83M 1.06% +4 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 11,025 $1.83M 1.44% -1,046 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 11,021 $1.83M 0.36% -2,005 13F-HR/A Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 11,016 $1.83M 1% 0 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 11,014 $1.83M 0.68% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 22,287 $1.82M 0.91% +133 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 10,989 $1.82M 1.32% -175 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 10,986 $1.82M 1.07% +214 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 10,983 $1.82M 0.17% -145 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 10,975 $1.82M 0.88% +2,777 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 10,958 $1.82M 0.18% 0 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 10,925 $1.81M 1.02% -632 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 10,912 $1.81M 0.72% +120 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 10,900 $1.81M 1.71% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 10,897 $1.81M 1.22% +8,337 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 10,886 $1.81M 0.53% -275 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 10,854 $1.8M 0.47% +191 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 10,831 $1.8M 0.83% -908 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 10,828 $1.8M 1.86% -1,200 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 10,823 $1.79M 0.22% -1,467 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 10,805 $1.79M 0.96% +495 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 10,799 $1.79M 0.94% +1,107 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 10,789 $1.79M 0.21% -575 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 10,790 $1.79M 1.53% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 10,781 $1.79M 0.42% +76 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 10,759 $1.78M 1.21% +75 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 10,744 $1.78M 0.68% -404 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 10,734 $1.78M 0.5% -22 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 10,727 $1.78M 0.23% -953 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 10,716 $1.78M 0.03% +285 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 10,714 $1.78M 0.21% -42 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 10,698 $1.77M 0.72% +5,334 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,691 $1.77M 0.24% +4,628 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 10,689 $1.77M 1.54% -59 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 10,687 $1.77M 1.19% -118 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 10,685 $1.77M 0.05% -66,131 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,658 $1.77M 0.34% -646 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 10,650 $1.77M 0.47% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,634 $1.76M 0.14% +527 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 10,623 $1.76M 0.89% +59 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 10,622 $1.76M 0.29% -25 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 10,621 $1.76M 1.41% +221 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,615 $1.76M 0.05% -33 13F-HR Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 10,596 $1.76M 0.49% +24 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 10,593 $1.76M 1.11% -232 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 10,592 $1.76M 1.43% +175 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 10,578 $1.75M 0.98% +4,893 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10,569 $1.75M 0.18% -635 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 10,566 $1.75M 0.04% +4,286 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 10,553 $1.75M 0.86% -78 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10,542 $1.75M 1.39% +77 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 10,672 $1.75M 0.23% +7,077 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 10,512 $1.74M 0.72% +239 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 10,483 $1.74M 0.13% +300 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 10,463 $1.74M 0.46% -100 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 10,431 $1.73M 0.2% -1,236 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 10,422 $1.73M 1.04% -598 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 10,421 $1.73M 0.33% +3,952 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 10,396 $1.72M 0.15% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 11,221 $1.72M 0.67% -185 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 10,389 $1.72M 0.04% -335 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,389 $1.72M 0.64% -257 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 10,380 $1.72M 0.07% +3,121 13F-HR Timeline Group Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 10,336 $1.71M 0.57% -157 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 10,318 $1.71M 0.36% -4,947 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,313 $1.71M 0.15% -636 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10,287 $1.71M 0.18% +100 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 10,224 $1.7M 0.9% +930 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 10,199 $1.69M 1.1% -254 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 10,194 $1.69M 0.32% -254 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,178 $1.69M 0.37% -1,845 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 10,162 $1.69M 1.14% +20 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 10,151 $1.68M 0.44% +2,465 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 10,144 $1.68M 0.32% -297 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 10,136 $1.68M 0.08% -589 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 10,129 $1.68M 0.18% -94 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 10,115 $1.68M 0.15% +205 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,113 $1.68M 0.16% -32 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 10,112 $1.68M 0.35% -2,739 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 10,111 $1.68M 1.68% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 10,107 $1.68M 0.12% -2,520 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 10,101 $1.68M 1.25% -550 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 10,101 $1.68M 0.34% -319 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,100 $1.67M 0.21% +722 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 10,091 $1.67M 0.03% +5,375 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10,079 $1.67M 0.2% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 10,075 $1.67M 0.32% -185 13F-HR Timeline Terra Alpha Investments LLC More: the full row for Terra Alpha Investments LLC 10,058 $1.67M 1.81% +455 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 10,057 $1.67M 1.36% -23 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 10,030 $1.66M 0.29% +486 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 10,025 $1.66M 0.46% +237 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 10,025 $1.66M 0.86% -911 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 10,022 $1.66M 1.13% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 10,018 $1.66M 0.23% +141 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 10,007 $1.66M 0.84% -345 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 10,000 $1.66M 1.41% 0 13F-HR Timeline RedJay Asset Management Inc. More: the full row for RedJay Asset Management Inc. 10,000 $1.66M 0.9% new 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 10,000 $1.66M 0.49% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 9,972 $1.65M 0.1% -1,383 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 9,969 $1.65M 0.71% -199 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 9,965 $1.65M 1.69% -590 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 9,953 $1.65M 0.43% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 9,938 $1.65M 0.46% -256 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 9,932 $1.65M 0.48% +398 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 9,907 $1.64M 0.35% -36 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 10,644 $1.64M 1.24% +1,029 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 9,896 $1.64M 0.61% -4,380 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 9,893 $1.64M 0.17% -325 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 9,882 $1.64M 1.03% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 9,875 $1.64M 0.51% +9 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 10,683 $1.64M 0.63% -677 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 9,872 $1.64M 0.34% +200 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 9,871 $1.64M 0.27% +4,218 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 9,866 $1.64M 0.41% +35 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,863 $1.64M 0.4% +93 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 9,860 $1.64M 1.49% -170 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,854 $1.63M 0.69% -5,206 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 9,838 $1.63M 0.34% -4,936 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 9,807 $1.63M 0.04% +589 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 9,805 $1.63M 0.75% -906 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 9,804 $1.63M 0.04% -252 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 9,789 $1.62M 0.86% +701 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 10,351 $1.62M 0.75% +367 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 9,755 $1.62M 0.77% +164 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 9,736 $1.61M 0.53% -93 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 9,718 $1.61M 0.1% -858 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 9,703 $1.61M 0.48% -71 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 9,681 $1.61M 0.3% +179 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 9,665 $1.6M 0.18% +1,386 13F-HR/A Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 9,661 $1.6M 0.39% 0 13F-HR/A Timeline Well Done, LLC More: the full row for Well Done, LLC 11,061 $1.6M 0.29% +77 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 9,644 $1.6M 0.35% -115 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 9,632 $1.6M 1.03% +1 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 9,627 $1.6M 1.9% +46 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 9,605 $1.59M 0.69% +9 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 9,587 $1.59M 0.17% +3,599 13F-HR/A Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 9,577 $1.59M 0.31% +5 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 9,560 $1.59M 0.44% +1,836 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 9,559 $1.59M 0.2% +1,509 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 9,523 $1.58M 0.71% +60 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 9,522 $1.58M 1.31% -397 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 9,512 $1.58M 0.5% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,493 $1.57M 0.16% +1,852 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 10,583 $1.57M 0.83% -137 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,407 $1.56M 0.19% +384 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,402 $1.56M 0.13% +2,077 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 9,396 $1.56M 0.13% +1,812 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 9,385 $1.56M 0.15% +294 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,380 $1.56M 0.22% +1,111 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 10,128 $1.55M 0.04% +1,104 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 9,372 $1.55M 0.44% +10 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 9,346 $1.55M 0.8% +4,860 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 9,299 $1.54M 0.26% -376 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 9,292 $1.54M 0.53% +9 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 9,289 $1.54M 0.09% -412 13F-HR Timeline United Bank More: the full row for United Bank 9,279 $1.54M 0.64% +4,876 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 9,267 $1.54M 0.23% +3,262 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 9,260 $1.54M 0.81% +1 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 9,235 $1.53M 0.55% +171 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 9,231 $1.53M 0.67% +3 13F-HR Timeline MIZUHO FINANCIAL GROUP INC group of 2 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 9,223 $1.53M -7,193 Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 9,211 $1.53M 0.96% +537 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 9,195 $1.52M 0.59% -531 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 9,715 $1.52M 0.16% -270 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 9,195 $1.52M 0.61% -43 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 9,171 $1.52M 0.22% -19 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 9,164 $1.52M 1.01% +564 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 9,154 $1.52M 0.26% -1,030 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 9,152 $1.52M 0.45% -200 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 9,902 $1.52M 0.12% -583 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,144 $1.52M 0.2% -117 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 9,994 $1.52M 0.27% +169 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 9,139 $1.52M 0.59% -50 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 9,726 $1.52M 0.41% -2,071 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 9,123 $1.51M 0.13% -154 13F-HR/A Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 9,100 $1.51M 0.78% +13 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 9,098 $1.51M 0.84% -559 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,098 $1.51M 0.28% +29 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,092 $1.51M 0.5% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 9,091 $1.51M 1.39% -63 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 9,090 $1.51M 0.11% +2,122 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 9,044 $1.5M 1.12% +1 13F-HR Timeline Financial Engines Advisors L.L.C. 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