Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 7,083 $1.73M 0.5% +50 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 7,075 $1.73M 0.35% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 7,070 $1.73M 0.18% +409 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 7,062 $1.73M 1.22% -45 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7,057 $1.73M 0.58% -63 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 7,048 $1.72M 0.78% -95 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 7,013 $1.71M 0.35% +68 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 6,994 $1.71M 1.11% -100 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 6,979 $1.71M 0.31% 0 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 6,971 $1.7M 1.24% -195 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 6,964 $1.7M 1.14% -101 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 6,951 $1.7M 0.52% -634 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,947 $1.7M 0.23% -440 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 6,945 $1.7M 0.12% -2,291 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 6,943 $1.7M 0.97% +5,206 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 6,926 $1.69M 0.54% +35 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 7,413 $1.69M 0.78% +10 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 6,890 $1.68M 0.08% -162 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 6,890 $1.68M 0.28% +19 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 6,885 $1.68M 1.51% -355 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 6,868 $1.68M 0.27% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 6,866 $1.68M 0.45% -33 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,864 $1.68M 0.1% -74 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,856 $1.68M 0.58% -1,589 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 6,831 $1.67M 0.07% +805 13F-HR/A Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 6,824 $1.67M 0.56% +152 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 6,823 $1.67M 0.45% 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 6,813 $1.67M 0.33% -74 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 6,806 $1.66M 0.28% +295 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 6,793 $1.66M 0.83% +21 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 6,779 $1.66M 1.67% -911 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 6,759 $1.65M 0.87% -730 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 6,758 $1.65M 0.11% -393 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,741 $1.65M 0.22% +559 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 6,721 $1.64M 0.49% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 6,718 $1.64M 1.18% +42 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,720 $1.64M 0.34% +1,343 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6,746 $1.64M 0.15% -8 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 6,686 $1.63M 2.01% +90 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 6,668 $1.63M 0.16% -94 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,667 $1.63M 0.51% +355 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,648 $1.63M 0.51% -352 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,626 $1.62M 0.3% -215 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 6,623 $1.62M 1.04% -393 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 6,614 $1.62M 0.49% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 7,783 $1.61M 0.15% -1 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 6,590 $1.61M 0.52% -317 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 6,711 $1.6M 0.61% -149 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,542 $1.6M 0.23% -453 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 6,539 $1.6M 0.69% +80 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 6,539 $1.6M 0.38% -77 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,533 $1.6M 0.69% +328 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 6,522 $1.59M 0.6% -1,346 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,517 $1.59M 0.14% +31 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,516 $1.59M 0.56% +610 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 6,508 $1.59M 0.56% -35 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 6,506 $1.59M 0.42% -20 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,503 $1.59M 1% -472 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 6,500 $1.59M 1.26% +111 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6,494 $1.59M 0.35% -1 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 6,491 $1.59M 0.47% -315 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,486 $1.59M 0.41% +16 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,485 $1.59M 1.03% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 6,469 $1.58M 0.11% +970 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 6,455 $1.58M 0.3% -3,464 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 6,439 $1.57M 0.84% -478 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 6,437 $1.57M 0.42% -51 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 6,425 $1.57M 0.16% +35 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 6,424 $1.57M 1.41% -214 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,419 $1.57M 0.5% +27 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 6,417 $1.57M 0.16% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,405 $1.57M 0.64% -97 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,393 $1.56M 0.09% -95 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 6,380 $1.56M 0.68% +858 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,379 $1.56M 0.56% +72 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 6,376 $1.56M 1.05% +4,877 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 6,366 $1.56M 0.67% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 6,364 $1.56M 0.16% 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,362 $1.56M 0.29% +28 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,358 $1.55M 0.47% +351 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 6,348 $1.55M 0.88% +156 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 6,344 $1.55M 0.65% +150 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,340 $1.55M 0.22% +17 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,335 $1.55M 0.65% -1,196 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 6,326 $1.55M 0.21% +599 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,323 $1.55M 0.78% -534 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,303 $1.54M 0.86% -2,173 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 6,297 $1.54M 1.18% +698 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 6,296 $1.54M 0.44% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 6,295 $1.54M 0.53% -307 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 6,290 $1.54M 0.59% +550 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 6,279 $1.53M 1.26% -200 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 6,279 $1.53M 0.43% -100 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,265 $1.53M 0.24% -398 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,269 $1.53M 0.24% -86 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 6,264 $1.53M 1.53% 0 13F-HR/A Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 6,249 $1.53M 0.31% -1,362 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,244 $1.53M 0.58% +303 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 6,243 $1.53M 0.37% +131 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 6,235 $1.52M 0.25% -4 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 6,222 $1.52M 0.31% +361 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 6,214 $1.52M 0.59% +63 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,214 $1.52M 0.42% -171 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 6,211 $1.52M 0.62% -784 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 6,208 $1.52M 0.42% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,206 $1.52M 0.37% +1,818 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 6,196 $1.51M 0.93% +436 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 6,188 $1.51M 0.38% +28 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 6,186 $1.51M 1.32% +91 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 6,185 $1.51M 0.17% +1,670 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 6,169 $1.51M 0.65% -44 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 6,161 $1.51M 1.16% -1,182 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 6,161 $1.51M 1.61% -583 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,157 $1.5M 0.11% +143 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 6,150 $1.5M 0.66% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,153 $1.5M 0.24% +3,702 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 6,142 $1.5M 1.2% -230 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,129 $1.5M 0.17% +360 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,121 $1.5M 0.52% -13 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 6,117 $1.5M 0.21% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 6,106 $1.49M 0.14% +1 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,095 $1.49M 0.01% +4,425 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,087 $1.49M 0.37% -1,676 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 6,194 $1.49M 0.62% +158 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,069 $1.48M 0.16% -63 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 6,065 $1.48M 0.27% +1,981 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 6,060 $1.48M 0.2% +138 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 6,055 $1.48M 0.34% 0 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 6,053 $1.48M 0.95% 0 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 6,053 $1.48M 1.19% -14 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,050 $1.48M 0.04% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,047 $1.48M 0.53% +3 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,035 $1.48M 0.61% -1,458 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,035 $1.48M 0.57% -88 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 6,034 $1.48M 0.18% +126 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 6,033 $1.47M 0.09% -102 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 6,030 $1.47M 0.09% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,023 $1.47M 0.18% +589 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 6,023 $1.47M 0.32% -241 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 6,022 $1.47M 0.55% -2,203 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 6,020 $1.47M 1.14% +2,045 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 6,018 $1.47M 1.24% -315 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,016 $1.47M 0.27% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,008 $1.47M 0.15% -875 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,006 $1.47M 0.24% +61 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 5,987 $1.46M 1.06% -37 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,981 $1.46M 0.58% -3 13F-HR/A Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 5,970 $1.46M 1.61% -882 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,964 $1.46M 0.15% +10 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 5,962 $1.46M 0.49% +295 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 5,968 $1.46M 0.01% +3,481 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,960 $1.46M 0.55% -3,893 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,960 $1.46M 0.2% +2,996 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 5,959 $1.46M 0.61% +4,545 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,958 $1.46M 0.3% +149 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,948 $1.45M 0.59% +99 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,942 $1.45M 0.04% +551 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,937 $1.45M 0.36% -2,479 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,927 $1.45M 0.12% -18 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 5,925 $1.45M 0.8% +70 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,925 $1.45M 1.16% +20 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,925 $1.45M 0.06% +36 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,920 $1.45M 1.03% +161 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 5,917 $1.45M 0.31% +162 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 5,916 $1.45M 0.16% +224 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 5,902 $1.44M 0.8% +25 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 5,895 $1.44M 0.24% -250 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 5,894 $1.44M 0.57% +15 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,892 $1.44M 0.38% -66 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,876 $1.44M 0.28% -50 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,881 $1.44M 0.07% +82 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,871 $1.44M 0.4% +93 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 5,850 $1.43M 0.76% -101 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,842 $1.43M 0.52% +68 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 5,835 $1.43M 0.3% -2 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,834 $1.43M 0.62% +170 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,834 $1.43M 0.85% -29 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 5,821 $1.42M 0.55% 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 5,820 $1.42M 0.49% +561 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 5,817 $1.42M 0.3% -140 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 5,805 $1.42M 0.91% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 5,790 $1.42M 0.24% -168 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 5,787 $1.41M 0.25% -15 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 5,783 $1.41M 0.53% +5 13F-HR Timeline Bernicke Wealth Management, Ltd. 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