SFE Investment Counsel More: the full row for SFE Investment Counsel 9,907 $502K 0.09% new 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 9,902 $502K 0.21% +92 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,879 $501K 0.07% +4,425 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 9,864 $500K 0.05% new 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 9,811 $497K 0.19% +220 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 9,732 $493K 0.63% -18 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 9,724 $493K 0.15% +110 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 9,723 $493K 0.05% -13 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 9,718 $491K 0.12% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 9,663 $490K 0.14% -8,473 13F-HR Timeline Group Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 9,628 $488K 0.4% -67 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,550 $484K <0.01% +804 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 9,538 $483K 0.21% +108 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 9,512 $482K 0.07% -200 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 9,459 $479K 0.07% +900 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 9,409 $477K 0.13% +178 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,407 $477K 0.02% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,374 $475K 0.04% -2,564 13F-HR/A Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 9,334 $473K 0.09% -35,281 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 9,318 $472K 0.22% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,307 $472K 0.01% +69 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 9,140 $463K 0.15% +103 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 9,100 $461K 0.14% +112 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9,091 $461K 0.05% -80 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 8,992 $456K 0.34% 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 8,935 $453K 0.14% +2,602 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 8,910 $452K 0.03% +3,972 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,896 $451K 0.03% -1,417 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 8,895 $451K 0.01% +2,867 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 8,881 $450K <0.01% +1,280 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 8,839 $448K 0.39% -1,549 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 8,825 $447K 0.27% +1,125 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,691 $440K 0.04% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 8,685 $440K 0.3% +5,472 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,672 $439K <0.01% -7,951 13F-HR Timeline Group Moors & Cabot, Inc. 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More: the full row for SMITH, MOORE & CO. 8,294 $420K 0.04% -175 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 8,234 $417K 0.07% -32 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 8,179 $415K 0.25% -8,159 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 8,145 $413K 0.07% +1,489 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,086 $410K 0.02% +41 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,039 $407K 0.1% -2,569 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,030 $407K 0.06% +867 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 8,049 $406K 0.21% +311 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,870 $399K 0.03% -599 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 7,862 $398K 0.24% new 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 7,860 $398K 0.18% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,812 $396K 0.09% -23,702 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 7,776 $394K 0.26% -2,000 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 7,684 $389K 0.31% -142 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,683 $389K 0.08% +743 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 7,608 $386K 0.05% -2,105 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,576 $384K 0.02% new 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,557 $383K 0.02% -491 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 7,529 $382K 0.09% -35,000 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,457 $378K 0.01% +2,573 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 7,458 $378K 0.12% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,454 $378K 0.03% -150 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,408 $375K 0.07% +2,469 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 7,381 $374K 0.18% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,350 $372K 0.02% +2,866 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,329 $371K 0.03% -3,047 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,288 $369K 0.01% new 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,278 $369K 0.12% new 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 7,060 $358K 0.3% -1,854 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 7,056 $358K 0.13% +572 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 6,896 $349K 0.03% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 6,890 $349K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,882 $349K 0.01% +535 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 6,812 $345K 0.08% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,689 $339K 0.16% +142 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,684 $339K 0.18% -200 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 6,681 $339K 0.14% -63 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6,670 $338K 0.02% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,610 $335K 0.01% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,607 $335K 0.09% -8,384 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 6,602 $335K 0.13% +1,005 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 6,592 $334K 0.24% +74 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,573 $333K 0.04% +658 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 6,546 $332K 0.09% 0 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 6,506 $330K 0.14% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,480 $328K 0.12% +2,462 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 6,441 $326K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6,385 $324K 0.05% -1,554 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,378 $323K <0.01% -28 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 6,305 $320K 0.18% +49 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,245 $317K 0.1% +36 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 6,236 $316K 0.12% -9,086 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 6,223 $315K 0.11% +173 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 6,118 $310K 0.1% +69 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,113 $310K <0.01% +431 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 6,071 $308K 0.17% -1,260 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,050 $307K <0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,045 $306K 0.01% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,000 $304K 0.03% -1,049 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,971 $303K 0.01% -89,020 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 5,970 $303K 0.03% -125,248 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,949 $301K 0.01% +1,873 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 5,930 $301K 0.26% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,810 $294K 0.02% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,668 $287K <0.01% +117 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,623 $285K 0.01% +2,398 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,592 $283K 0.09% +1 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 5,563 $282K 0.13% +73 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,554 $281K 0.03% -3,132 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 5,534 $280K 0.19% -520 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 5,486 $278K 0.22% 0 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,468 $277K 0.14% +263 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 5,437 $276K 0.09% +912 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 5,405 $274K 0.34% 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 5,350 $271K 0.06% +24 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 5,348 $271K 0.11% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,239 $266K 0.04% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 5,187 $263K 0.19% +146 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 5,151 $261K 0.13% +95 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 5,144 $261K 0.04% -4,137 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,111 $259K 0.1% +28 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 5,062 $257K 0.16% -451 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,011 $254K 0.1% 0 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 5,000 $253K 0.04% +500 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,000 $253K 0.17% -40,418 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,980 $252K 0.12% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 4,978 $252K 0.04% +417 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 4,979 $252K 0.22% -84 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,963 $252K 0.01% -387 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 4,961 $251K 0.13% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 812 $251K 0.02% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 4,934 $250K 0.07% -3 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,948 $250K 0.14% -53 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,925 $250K 0.08% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,900 $248K <0.01% 0 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,874 $247K 0.02% -91 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 4,800 $243K 0.09% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,781 $242K 0.01% +665 13F-HR Timeline Group Trust Co More: the full row for Trust Co 4,756 $241K 0.03% -1 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,746 $241K 0.08% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,731 $240K 0.08% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,723 $239K 0.04% -443 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,721 $239K 0.07% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,708 $239K 0.11% -598 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 4,696 $238K 0.04% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,670 $237K 0.02% +845 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,679 $236K 0.04% +64 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,630 $235K 0.08% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,605 $233K 0.04% -2,688 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,603 $233K 0.04% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,587 $232K 0.11% new 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 4,585 $232K 0.19% -1,300 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,575 $232K 0.03% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,543 $230K 0.04% -105 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,501 $228K <0.01% -888,973 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,499 $228K 0.1% -793 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,495 $228K 0.14% 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,419 $223K 0.08% -25,813 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 4,378 $222K 0.26% -50 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 4,385 $222K 0.02% new 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,351 $221K 0.07% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 4,326 $219K 0.17% +286 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,252 $215K 0.01% 0 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,250 $215K 0.03% -16,008 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,246 $215K 0.02% +3 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 4,224 $214K 0.17% new 13F-HR/A Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4,181 $212K 0.15% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 4,157 $211K 0.03% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 4,145 $210K 0.2% +13 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,115 $209K 0.05% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,114 $208K 0.05% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,105 $208K 0.08% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,100 $208K 0.01% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,034 $204K 0.09% +43 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 4,002 $203K 0.14% -1,926 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,001 $203K <0.01% new 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 4,000 $203K 0.07% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,000 $203K 0.01% -776 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,000 $203K 0.13% 0 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 3,971 $201K 0.14% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,962 $201K 0.05% -2,803 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,965 $201K 0.01% +265 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,959 $201K 0.02% -223 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3,775 $191K 0.06% -199 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,619 $183K <0.01% -9,620 13F-HR/A Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,500 $177K 0.01% -6,975 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,475 $176K 0.07% -200 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,447 $175K 0.12% -5,137 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,261 $165K 0.16% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,047 $154K 0.02% +131 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,023 $153K <0.01% -5,296 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,012 $153K 0.02% -2,375 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2,871 $145K 0.06% -579 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,586 $131K 0.01% +1,823 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 241,592 $122K 4.8% +153,743 13F-HR Timeline