Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 19,048 $4.84M 0.96% -208 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 19,028 $4.83M 1.04% +1,068 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 19,005 $4.83M 0.72% -387 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 33,009 $4.82M 2.05% +3,230 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 18,975 $4.82M 1.3% -8 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 18,956 $4.81M 0.01% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 18,940 $4.81M 1.58% -31 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 18,884 $4.8M 0.46% +27 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 18,858 $4.79M 0.92% -104 13F-HR Timeline OSSIAM More: the full row for OSSIAM 18,853 $4.79M 0.06% new 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 18,845 $4.79M 1.2% +677 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 18,819 $4.78M 1.4% +16,239 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 18,773 $4.77M 0.27% -2,821 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 18,732 $4.76M 0.28% -286 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 18,704 $4.75M 1.75% +316 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 18,676 $4.74M 0.14% -848 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 18,662 $4.74M 0.19% -406 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 18,644 $4.74M 1.82% -400 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 18,611 $4.73M 1.84% -430 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 18,594 $4.72M 2.22% +93 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 18,460 $4.69M 1.18% +67 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 18,458 $4.69M 1.26% +302 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 18,431 $4.68M 0.42% -649 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 18,428 $4.68M 1.24% +155 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 18,417 $4.68M 0.22% -26 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 18,355 $4.67M 1.44% -3,383 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 18,396 $4.67M 0.68% -13 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 18,389 $4.67M 3.03% -175 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 18,371 $4.67M 0.05% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 18,337 $4.66M 1.74% -951 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 18,334 $4.66M 0.3% -1,256 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 18,304 $4.65M 1.32% +32 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 18,300 $4.65M 0.75% +3,900 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 18,974 $4.64M 1.02% 0 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 18,234 $4.63M 1.87% -289 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 18,218 $4.63M 3.23% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 18,214 $4.63M 0.55% -47 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 18,203 $4.62M 3.14% -4,454,805 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 18,196 $4.62M 0.19% -149 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 18,184 $4.62M 1.48% -31 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 18,171 $4.61M 2.49% -353 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 18,166 $4.61M 1.4% +1 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 18,143 $4.61M 1.89% +3,878 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 18,135 $4.61M 1.39% +3,297 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 18,123 $4.6M 0.38% +1,904 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 18,097 $4.6M 0.92% +988 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 18,041 $4.58M 1.9% +5,563 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 18,029 $4.58M 0.62% +598 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 18,006 $4.57M 0.38% +708 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 17,959 $4.57M 0.3% -1,219 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 17,957 $4.56M 0.68% +804 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 17,904 $4.55M 1.93% -337 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 18,967 $4.54M 0.05% -201,811 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 17,878 $4.54M 0.32% -495 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 17,857 $4.54M 0.34% +1,023 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 17,850 $4.53M 1.73% +75 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 17,810 $4.52M 0.48% -2,457 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 17,751 $4.51M 0.32% -111 13F-HR Timeline InvesTrust More: the full row for InvesTrust 17,721 $4.5M 1.73% -505 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 17,633 $4.48M 0.24% -618 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 17,605 $4.47M 0.22% -105 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 17,578 $4.46M 0.38% +2,150 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 17,556 $4.46M 0.21% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 17,475 $4.44M 0.29% -310 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 17,448 $4.43M 0.19% -624 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 17,434 $4.43M 1.4% +1,494 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 17,429 $4.43M 1.4% +2,210 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 17,404 $4.42M 0.55% -543 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 17,372 $4.41M 0.65% -784 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 17,302 $4.39M 0.56% +3,418 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 17,300 $4.39M 1.11% -1,818 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 17,186 $4.39M 0.54% -4,535 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 17,271 $4.39M 0.23% +163 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 17,251 $4.38M 0.42% +463 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 17,243 $4.38M 0.24% 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 17,208 $4.37M 1.53% -120 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 17,148 $4.36M 0.16% -2,920 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 17,139 $4.35M 0.84% +1,351 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 17,090 $4.34M 1.46% +338 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 17,089 $4.34M 0.65% +199 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 19,345 $4.34M 0.67% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 17,045 $4.33M 0.89% +450 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 17,039 $4.33M 3.14% -136 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 16,971 $4.31M 0.34% +2,887 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 16,957 $4.31M 0.63% +5,139 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 16,934 $4.3M 1.62% +1,179 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 16,905 $4.29M 0.3% -1,640 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 16,903 $4.29M 0.26% -70 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 16,856 $4.28M 1.01% -173 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 16,838 $4.28M 0.44% +45 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 16,795 $4.27M 0.62% -304 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 16,785 $4.26M 0.94% +218 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 16,748 $4.25M 1.11% +671 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 16,743 $4.25M 0.56% -1,971 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 16,733 $4.25M 0.63% +2,151 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 16,621 $4.22M 0.66% -89 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 16,613 $4.22M 1.71% -363 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 16,590 $4.21M 0.26% -10 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 16,584 $4.21M 0.9% +5,862 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 16,537 $4.2M 0.43% +173 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 16,532 $4.2M 0.16% +132 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 16,493 $4.19M 1.48% +3,523 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 16,469 $4.18M 1.93% -312 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 16,425 $4.17M 1.51% +118 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 16,410 $4.17M 1.83% -686 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 16,402 $4.17M 1.82% +150 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 16,380 $4.16M 2.49% -250 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 16,373 $4.16M 2.57% +447 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 16,303 $4.14M 0.42% +463 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 16,298 $4.14M 2.37% -8 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 16,278 $4.13M 0.14% -6,245 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 16,266 $4.13M 0.13% +237 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 16,212 $4.12M 0.33% -246 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 16,211 $4.12M 1.05% 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 16,194 $4.11M 1.28% +26 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 16,194 $4.11M 1.46% +256 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 16,149 $4.1M 0.37% -407 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 16,144 $4.1M 0.2% -1,520 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 16,136 $4.1M 0.2% +13 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 16,077 $4.08M 3.79% +51 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 16,069 $4.08M 0.66% 13F-HR Timeline Group Slagle Financial, LLC More: the full row for Slagle Financial, LLC 16,066 $4.08M 1.22% +1,022 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 15,712 $4.07M 0.38% +2,352 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 15,975 $4.06M 0.13% -2,382 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 15,952 $4.05M 1.15% +422 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 15,948 $4.05M 0.98% -1,131 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 15,947 $4.05M 0.66% -249 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 15,944 $4.05M 1.34% -623 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 15,923 $4.04M 0.64% +4,176 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 15,917 $4.04M 0.27% +3,792 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 15,852 $4.03M 0.74% +150 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 15,800 $4.01M 0.61% +5 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 15,794 $4.01M 0.37% -120 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 15,732 $4M 0.14% +5,867 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 15,685 $3.98M 0.11% +4,323 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 15,683 $3.98M 0.25% -5 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 15,679 $3.98M 0.62% +25 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 15,648 $3.97M 0.76% +108 13F-HR/A Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 15,600 $3.96M 2.72% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 15,592 $3.96M 1.82% +340 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 15,618 $3.95M 1.32% -82 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 15,532 $3.94M 2.77% -150 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 15,532 $3.94M 0.69% new 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 15,527 $3.94M 3.76% +228 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 15,509 $3.94M 0.44% +150 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 15,508 $3.94M 0.04% -201 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 15,466 $3.93M 1.73% -104 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 15,452 $3.92M 0.48% +301 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 15,440 $3.92M 1.01% -873 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 15,424 $3.92M 0.65% +1,331 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 15,388 $3.91M 1.74% +52 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 15,290 $3.88M 0.61% -4,210 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 15,285 $3.88M 0.73% -439 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 15,267 $3.88M 0.77% -138 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 15,259 $3.88M 0.64% +2,419 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 15,252 $3.87M 0.03% new 13F-HR Timeline Group Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 15,240 $3.87M 1.48% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 15,216 $3.86M 0.73% -274 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 15,202 $3.86M 0.42% -116 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 15,185 $3.86M 2.61% -135 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 15,184 $3.86M 0.38% +1,513 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 15,177 $3.85M 0.8% -205 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,169 $3.85M 0.18% +87 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15,152 $3.85M 0.43% +331 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 15,146 $3.85M 1.29% -2,091 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 15,138 $3.84M 0.65% +414 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 15,129 $3.84M 0.37% +864 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 15,099 $3.83M 1% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 15,094 $3.83M 0.8% +122 13F-HR Timeline Security National Bank More: the full row for Security National Bank 15,085 $3.83M 0.46% -240 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 15,069 $3.83M 0.46% -3,464 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 26,711 $3.82M 1.27% +6 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 15,045 $3.82M 1.4% +120 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 15,021 $3.81M 0.61% +992 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 15,013 $3.81M 2.04% -157 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 14,967 $3.8M 0.29% -61 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 14,960 $3.8M 0.95% -453 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 14,937 $3.79M 0.55% -1,156 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 14,936 $3.79M 2.48% +33 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 14,929 $3.79M 0.55% +1,559 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 14,904 $3.79M 1.83% +305 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 14,900 $3.78M 0.81% +13,600 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 14,890 $3.78M 0.19% +2 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 14,871 $3.78M 0.26% -648 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SFMG, LLC More: the full row for SFMG, LLC 14,871 $3.78M 0.23% +1,372 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 14,795 $3.76M 1.38% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 14,786 $3.76M 0.62% -149 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 14,760 $3.75M 1.59% 0 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 14,760 $3.75M 0.72% -100 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 14,755 $3.75M 0.31% -2,043 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 14,745 $3.74M 0.23% -1,232 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 14,741 $3.74M 1.31% +31 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 14,724 $3.74M 0.78% -101 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 14,721 $3.74M 0.6% +43 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 14,678 $3.73M 0.33% +259 13F-HR/A Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 14,671 $3.73M 0.79% +1 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 14,669 $3.73M 0.3% -237 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 14,664 $3.72M 2.46% 0 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 14,650 $3.72M 2.21% +203 13F-HR Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 14,639 $3.72M 1.58% -42 13F-HR Timeline