Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 8,955 $2.27M 1.53% -245 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 8,948 $2.27M 0.73% -1,054 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,944 $2.27M 0.1% -115 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 8,942 $2.27M 0.78% -15 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,924 $2.27M 1.3% +136 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8,905 $2.26M 0.11% -4,672 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 8,904 $2.26M 0.77% +575 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 8,901 $2.26M 1.76% +190 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 8,899 $2.26M 1.36% -3,071 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 8,891 $2.26M 0.2% +1,427 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,891 $2.25M 0.23% -10,667 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 8,864 $2.25M 1.07% 0 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 8,815 $2.24M 0.8% +321 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 8,802 $2.24M 0.26% -14 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 8,799 $2.23M 1.44% new 13F-HR Timeline JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 8,797 $2.23M 0.05% -970 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 8,793 $2.23M 0.66% +2,973 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 8,776 $2.23M 0.18% -27 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 8,770 $2.23M 1.77% +86 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,766 $2.23M 0.56% +20 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 8,748 $2.22M 0.77% +653 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 8,732 $2.22M 1.09% -210 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 8,728 $2.22M 0.87% +115 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 8,712 $2.21M 0.47% -655 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 8,705 $2.21M 0.96% +59 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 8,649 $2.2M 0.26% -251 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 8,645 $2.2M 0.93% -95 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 8,628 $2.19M 0.04% +95 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,614 $2.19M 0.11% -600 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 8,607 $2.19M 0.18% -60 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 8,600 $2.18M 1.6% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,572 $2.18M 0.49% +3,188 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 8,563 $2.17M 1.05% -32 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 8,556 $2.17M 1.16% +167 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 8,544 $2.17M 0.09% +23 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 8,541 $2.17M 0.33% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,553 $2.16M 0.47% +182 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 8,500 $2.16M 0.13% +157 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 8,497 $2.16M 0.11% -1,261 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 8,496 $2.16M 0.15% +952 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 8,495 $2.16M 0.15% +15 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,489 $2.16M 0.42% +184 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 8,487 $2.16M 0.99% +647 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 8,486 $2.16M 1.03% -2,763 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 8,477 $2.15M 0.75% +2 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 8,472 $2.15M 1.48% 0 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 8,469 $2.15M 1.47% +1,361 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 8,462 $2.15M 1.09% +839 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 8,442 $2.14M 0.81% -21 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 8,433 $2.14M 0.12% +855 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,430 $2.14M 0.25% +61 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 8,271 $2.14M 1.64% -375 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,418 $2.14M 0.58% -50 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 8,413 $2.14M 0.38% -100 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 8,399 $2.13M 0.12% -10 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 8,399 $2.13M 1.85% 0 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 8,381 $2.13M 0.28% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 8,380 $2.13M 1.1% +2,004 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 8,363 $2.12M 0.89% +886 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,341 $2.12M 0.57% -493 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 8,327 $2.11M 0.42% +160 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 8,326 $2.11M 1.19% +3 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,318 $2.11M 0.58% +818 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 8,308 $2.11M 0.95% -19 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 8,301 $2.11M 0.77% +2,266 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 8,288 $2.1M 0.79% -78 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 8,275 $2.1M 0.86% +29 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,272 $2.1M 0.83% +238 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 8,260 $2.1M 0.41% -140 13F-HR/A Timeline KG Capital Management More: the full row for KG Capital Management 8,256 $2.1M 1.25% -449 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 8,218 $2.09M 0.48% +165 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 8,211 $2.09M 0.16% +230 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 8,202 $2.08M 0.72% 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 8,180 $2.08M 0.18% +728 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 8,168 $2.07M 0.25% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 8,157 $2.07M 0.2% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,159 $2.07M 0.38% +1,439 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 8,136 $2.07M 0.34% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 8,132 $2.07M 0.39% -46 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 8,131 $2.07M 0.59% +91 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 8,128 $2.06M 0.1% -1,649 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 8,162 $2.06M 1.53% +343 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 8,100 $2.06M 1.77% -206 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,097 $2.06M 0.72% +116 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 8,092 $2.06M 0.96% -249 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 8,090 $2.05M 0.47% -281 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 8,084 $2.05M 1.35% +90 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 8,077 $2.05M 1.04% +1 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 8,066 $2.05M 0.8% +2,949 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,062 $2.05M 0.23% -100 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 8,042 $2.04M 0.99% -67 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 8,036 $2.04M 0.26% -4 13F-HR Timeline Group Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 8,030 $2.04M 1.25% -93 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. 8,024 $2.04M 0.05% -1,740 13F-HR Timeline Group Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 8,023 $2.04M 0.41% +51 13F-HR Timeline BAYBAN More: the full row for BAYBAN 8,021 $2.04M 1.56% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,020 $2.04M 0.5% 0 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 7,992 $2.03M 0.1% -11 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 7,977 $2.03M 0.55% +6,390 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 7,963 $2.02M 0.25% -124 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 7,952 $2.02M 0.09% +789 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 7,940 $2.02M 0.53% +285 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,937 $2.02M 1.13% -152 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 50,449 $2.01M 0.24% +43,294 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 7,907 $2.01M 1.3% -8,922 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,906 $2.01M 0.2% -1,165 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,905 $2.01M 1.12% -16 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 7,888 $2M 0.53% new 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 7,884 $2M 0.24% +555 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 7,848 $1.99M 0.93% +93 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,845 $1.99M 0.61% +308 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,837 $1.99M 0.22% +463 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 7,826 $1.99M 0.1% -3,632 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,824 $1.99M 0.24% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 7,816 $1.98M 1.6% +18 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 7,767 $1.97M 0.27% -9,199 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 7,767 $1.97M 0.15% +150 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,758 $1.97M 0.12% -4,414 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7,757 $1.97M 0.24% +438 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 7,755 $1.97M 0.58% -23 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 7,745 $1.97M 0.47% +279 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 7,734 $1.96M 0.1% +2,727 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 7,731 $1.96M 0.49% +1,240 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 7,731 $1.96M 0.42% -12,147 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 7,712 $1.96M 1.45% 0 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 7,704 $1.96M 0.68% -1,018 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,701 $1.96M 0.12% +209 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 7,700 $1.96M 0.04% -15,700 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 7,700 $1.96M 0.25% -153 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 7,699 $1.96M 0.15% -712 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 7,697 $1.95M 0.09% +807 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 7,695 $1.95M 1.04% -474 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 7,676 $1.95M 0.41% -125 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 7,668 $1.95M 0.21% -115 13F-HR Timeline Group Burnham & Co LLC More: the full row for Burnham & Co LLC 7,667 $1.95M 1.57% 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 7,656 $1.94M 0.5% +284 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 7,649 $1.94M 1.16% 0 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 7,630 $1.94M 0.9% +63 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 7,530 $1.94M 0.85% +117 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 7,619 $1.93M 0.58% +30 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 7,616 $1.93M 0.19% +1,431 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7,610 $1.93M 0.47% +20 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 7,600 $1.93M 0.4% +17 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 7,597 $1.93M 1.31% +478 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,596 $1.93M 0.12% -70 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 7,594 $1.93M 1.34% -1,255 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 7,584 $1.93M 0.6% +1,289 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 7,575 $1.92M 0.54% -715 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,570 $1.92M 0.1% +235 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 7,576 $1.92M 0.01% +1,608 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,564 $1.92M 0.17% -548 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 7,557 $1.92M 1.7% +297 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 7,553 $1.92M 0.65% +1,403 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 7,542 $1.92M 1.14% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PCM Encore, LLC More: the full row for PCM Encore, LLC 7,539 $1.91M 0.34% +53 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 7,517 $1.91M 0.32% +1,155 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 7,511 $1.91M 0.16% -2,325 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,497 $1.9M 0.29% +17 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 7,491 $1.9M 0.19% +3,345 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,490 $1.9M 0.16% -704 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 7,469 $1.9M 1.04% -2,121 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 7,462 $1.9M 1.48% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 7,437 $1.89M 0.36% +113 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,431 $1.89M 0.4% +184 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 7,311 $1.88M 0.41% -5 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 7,419 $1.88M 1.07% -302 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,410 $1.88M 0.23% +302 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 7,395 $1.88M 0.28% +1,500 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 7,385 $1.88M 0.48% -278 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,380 $1.87M 0.78% +70 13F-HR Timeline CNB Bank More: the full row for CNB Bank 7,372 $1.87M 0.73% -150 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,365 $1.87M 1% -62 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 7,363 $1.87M 0.68% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,361 $1.87M 0.2% +1,338 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 7,357 $1.87M 0.26% +1 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 7,350 $1.87M 0.66% +26 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 7,347 $1.87M 0.87% -7,104 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 7,326 $1.86M 0.36% -400 13F-HR Timeline Asset Advisory Group, Inc. 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