LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 11,034 $2.05M 0.26% +921 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 11,033 $2.05M 0.35% +332 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 11,018 $2.04M 0.77% -422 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 11,014 $2.04M 0.66% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 11,012 $2.04M 1.3% +273 13F-HR Timeline Group LCM Capital Management Inc More: the full row for LCM Capital Management Inc 11,009 $2.04M 0.98% +12 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 10,996 $2.04M 0.76% +423 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 10,995 $2.04M 1.31% +3 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 10,989 $2.04M 0.05% -2,539 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,982 $2.04M 0.13% -24 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 10,975 $2.03M 0.38% -133 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,964 $2.03M 0.04% +303 13F-HR Timeline Group Arnhold LLC More: the full row for Arnhold LLC 10,958 $2.03M 0.17% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 10,945 $2.03M 1.02% +983 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,938 $2.03M 0.35% +3,430 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 10,931 $2.03M 0.24% +9,541 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 10,927 $2.03M 1.37% +7,867 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10,920 $2.02M 1.4% 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 10,911 $2.02M 0.79% -115 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 10,900 $2.02M 1.75% 0 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,898 $2.02M 0.03% -2,323 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 10,890 $2.02M 0.34% -311 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 10,887 $2.02M 1.36% -138 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 10,870 $2.02M 0.74% -109 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 10,868 $2.02M 1.28% -750 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 10,855 $2.01M 0.29% +179 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 10,845 $2.01M 0.16% -30 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 10,845 $2.01M 0.33% -47 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 10,828 $2.01M 0.87% -848 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 10,816 $2.01M 0.42% -156 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 10,790 $2M 1.54% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 10,783 $2M 0.47% +294 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 10,779 $2M 0.04% +40 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 10,758 $1.99M 0.36% +716 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 10,749 $1.99M 0.23% +1,865 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 10,742 $1.99M 1.07% +73 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 10,738 $1.99M 0.46% +6 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 10,728 $1.99M 0.78% +5 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 10,724 $1.99M 1.07% +5 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 10,710 $1.99M 0.76% +91 13F-HR/A Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 10,691 $1.98M 1.07% +8 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 10,667 $1.98M 0.25% +1,802 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 10,665 $1.98M 0.32% +208 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 10,630 $1.97M 0.56% -615 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 10,625 $1.97M 0.3% -483 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 10,619 $1.97M 0.04% +644 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 10,615 $1.97M 0.47% +38 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 10,606 $1.97M 0.36% +7,354 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 10,592 $1.96M 1.43% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 10,572 $1.96M 1.49% -226 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 10,558 $1.96M 0.75% -950 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 10,547 $1.96M 0.87% -306 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 10,543 $1.95M 0.21% -110 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,542 $1.95M 0.22% -2,522 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 10,530 $1.95M 0.21% -264 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 10,488 $1.94M 1.02% +2,754 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 10,483 $1.94M 0.12% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 10,478 $1.94M 0.82% -56 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 10,470 $1.94M 0.36% -962 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 10,459 $1.94M 0.27% -23 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 10,440 $1.94M 0.27% +213 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 10,436 $1.94M 0.18% -457 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 10,428 $1.93M 0.93% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 10,419 $1.93M 0.28% -205 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,408 $1.93M 0.58% +6 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 10,396 $1.93M 0.15% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,389 $1.93M 0.2% -498 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 10,389 $1.93M 0.03% -254 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 10,383 $1.93M 0.29% +6,267 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 10,363 $1.92M 0.2% -73 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 10,363 $1.92M 0.39% -90 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 10,360 $1.92M 0.27% +39 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 10,334 $1.92M 0.61% -312 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 10,244 $1.91M 1.21% -669 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 10,315 $1.91M 0.6% -1,978 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 9,994 $1.91M 0.3% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 10,296 $1.91M 0.51% -2,158 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 10,212 $1.91M 0.86% 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 10,259 $1.9M 0.1% +23 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,246 $1.9M 0.15% +96 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10,237 $1.9M 0.16% +35 13F-HR Timeline Group Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 10,236 $1.9M 0.57% -100 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 10,215 $1.89M 0.67% +240 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10,194 $1.89M 0.19% +105 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 10,191 $1.89M 1.4% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 10,184 $1.89M 0.42% -1,943 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 10,181 $1.89M 0.86% +123 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 10,178 $1.89M 0.9% +207 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 10,173 $1.89M 0.75% +360 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 10,142 $1.88M 0.49% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 10,138 $1.88M 0.46% -132 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 10,129 $1.88M 0.37% +399 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 10,126 $1.88M 0.09% -71,021 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 10,115 $1.88M 1.04% -439 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 10,083 $1.87M 0.3% -70 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 10,082 $1.87M 0.57% -95 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 10,074 $1.87M 0.24% +4,451 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 10,074 $1.87M 0.06% -72 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10,073 $1.87M 0.17% -67 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 10,067 $1.87M 0.96% -375 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 10,065 $1.87M 0.16% +1,856 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,061 $1.87M 0.36% +123 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,016 $1.86M 0.26% +1,563 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 10,006 $1.86M 0.16% -951 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 10,000 $1.85M 1.43% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 9,998 $1.85M 0.12% +125 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 9,988 $1.85M 1.18% -25 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 9,976 $1.85M 0.12% +662 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 9,914 $1.84M 0.48% -2,890 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,944 $1.84M 0.12% +164 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 9,938 $1.84M 0.31% +44 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,935 $1.84M 0.52% -266 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 9,928 $1.84M 0.29% +1,811 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 9,926 $1.84M 1.21% -175 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 9,908 $1.84M 0.33% +1 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 9,902 $1.84M 0.4% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 9,889 $1.83M 0.46% +25 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 9,888 $1.83M 0.37% -247 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 9,882 $1.83M 0.85% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,863 $1.83M 0.19% +253 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 9,849 $1.83M 0.7% +245 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 9,838 $1.82M 0.13% -48 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 9,811 $1.82M 0.76% -778 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 9,402 $1.82M 0.17% -313 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 9,780 $1.81M 0.85% -2,755 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 9,759 $1.81M 0.42% -32 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,749 $1.81M 0.11% -1,003 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 9,749 $1.81M 0.32% +96 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 9,726 $1.8M 0.1% +468 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 9,694 $1.8M 0.17% -784 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 9,694 $1.8M 0.43% -231 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 9,688 $1.8M -4,165 Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 9,677 $1.79M 0.43% -35 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 9,674 $1.79M 0.68% -884 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 9,664 $1.79M 1.03% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 9,663 $1.79M 1.03% +1,065 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 9,660 $1.79M 0.94% -931 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 9,658 $1.79M 0.23% -2,859 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 9,641 $1.79M 1.96% +14 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 9,605 $1.79M 0.34% -181 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 9,636 $1.79M 0.52% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 9,615 $1.78M 0.14% -9 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 9,613 $1.78M 0.39% -48 13F-HR/A Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 9,607 $1.78M 1.08% -80 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 9,598 $1.78M 0.32% +63 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 9,592 $1.78M 0.22% -155 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 9,589 $1.78M 0.28% +36 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 9,570 $1.77M 0.69% +256 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 9,569 $1.77M 0.84% -461 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 9,563 $1.77M 1.36% +1,015 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,535 $1.77M 0.15% +367 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 9,500 $1.77M 0.26% 0 13F-HR Timeline Group WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 9,525 $1.77M 1.52% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 9,497 $1.76M 0.43% -15 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 9,472 $1.76M 0.07% 0 13F-HR Timeline Group Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 9,461 $1.75M 1.04% -22 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 9,431 $1.75M 0.25% +100 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 9,398 $1.74M 0.47% -280 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,382 $1.74M 0.1% +350 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 9,362 $1.74M 0.42% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,360 $1.74M 0.15% -321 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 9,314 $1.73M 0.16% -100 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 9,308 $1.73M 0.1% +484 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 9,260 $1.72M 0.81% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 9,206 $1.71M 1.58% +1,646 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 9,174 $1.71M 1.34% +7,240 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,199 $1.71M 0.39% +1,377 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 9,138 $1.7M 0.45% +254 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 9,162 $1.7M 0.65% -72 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 9,151 $1.7M 0.89% -1 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 9,150 $1.7M 1.1% +4 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 9,150 $1.7M 0.9% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 9,146 $1.7M 0.72% +20 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 9,140 $1.69M 0.7% -83 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 9,131 $1.69M 0.26% -170 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 9,114 $1.69M 0.24% +592 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 9,111 $1.69M 1.56% +206 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 9,110 $1.69M 0.13% +53 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 9,096 $1.69M 0.58% -614 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 9,091 $1.69M 1.22% +385 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 9,067 $1.68M 0.5% -3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9,018 $1.67M 0.22% +429 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 9,015 $1.67M 0.22% -755 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 9,011 $1.67M 0.83% -199 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 9,008 $1.67M 1.35% +265 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 8,998 $1.67M 0.07% -13 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 8,991 $1.67M 0.01% -4,807 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 8,988 $1.67M 0.43% -93 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 8,983 $1.67M 0.47% -85 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 8,973 $1.66M 0.3% -5,963 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 8,960 $1.66M 0.71% -19 13F-HR Timeline Strategic Financial Services, Inc. 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