Quattro Advisors LLC More: the full row for Quattro Advisors LLC 13,535 $1.1M 0.73% +959 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 13,527 $1.1M 0.34% +438 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,527 $1.1M 0.03% +534 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 13,524 $1.1M 0.35% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 13,521 $1.1M 0.13% +165 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 13,519 $1.1M 0.34% +242 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 13,511 $1.1M 0.16% -101 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 13,501 $1.1M 0.31% -2 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 13,490 $1.1M 0.3% -335 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 13,440 $1.09M 0.27% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 13,411 $1.09M 0.97% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 13,080 $1.09M 0.51% -78 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,373 $1.09M 0.13% +145 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 13,362 $1.09M 0.33% -912 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 13,329 $1.08M 0.19% -258 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13,228 $1.08M 0.49% +1,042 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 13,307 $1.08M 0.07% -434 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 13,300 $1.08M 0.05% +644 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 13,292 $1.08M 0.54% -958 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 13,291 $1.08M 0.03% -1,541 13F-HR/A Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 13,276 $1.08M 0.66% +399 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 13,240 $1.08M 1.1% +317 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 13,239 $1.08M 0.65% -355 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 13,238 $1.08M 0.1% -544 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 13,200 $1.07M 1.05% -19,800 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,192 $1.07M 0.16% -93 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 13,200 $1.07M 0.39% -1,530 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 13,185 $1.07M 0.04% -844 13F-HR Timeline Group Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 13,167 $1.07M 0.68% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 13,166 $1.07M 0.24% +883 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 13,160 $1.07M 0.22% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 13,127 $1.07M 0.12% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 13,097 $1.06M 0.12% +844 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 13,089 $1.06M 0.65% 0 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 13,071 $1.06M 0.57% +264 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 13,039 $1.06M 0.09% -9 13F-HR/A Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 13,024 $1.06M 0.23% +403 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 13,020 $1.06M 0.43% 0 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 13,018 $1.06M 0.05% +4,348 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 13,010 $1.06M 0.5% -625 13F-HR Timeline TOBAM More: the full row for TOBAM 13,002 $1.06M 0.26% -9,415 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,999 $1.06M 0.02% +1,990 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 12,950 $1.05M 0.56% +196 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 12,910 $1.05M 0.43% +2,950 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 12,900 $1.05M 0.3% +15 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 12,856 $1.04M 0.01% -51,501 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 12,834 $1.04M 0.04% +888 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 12,816 $1.04M 0.13% -207 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 12,798 $1.04M 0.06% +873 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 12,793 $1.04M 0.38% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 12,778 $1.04M 0.17% +3,525 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 12,766 $1.04M 0.12% -165 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 12,747 $1.04M 0.35% -3,798 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,746 $1.04M 0.15% +108 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 12,739 $1.04M 0.13% +56 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 12,733 $1.03M 0.34% -832 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 12,716 $1.03M 0.22% +92 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 12,700 $1.03M 0.06% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,696 $1.03M 0.07% +110 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 12,684 $1.03M 0.18% -2 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 12,682 $1.03M 0.17% -200 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 12,680 $1.03M 0.14% -1,554 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 12,664 $1.03M 0.05% -44 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,659 $1.03M 0.17% +1,032 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 12,643 $1.03M 0.43% -455 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 12,639 $1.03M 0.23% 0 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 12,616 $1.03M 1.11% +64 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 12,609 $1.02M 0.25% -337 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,606 $1.02M 0.16% -179 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,605 $1.02M 0.02% -21,009 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 12,597 $1.02M 0.69% -53 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 12,585 $1.02M 0.22% -133 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 12,528 $1.02M 0.25% +303 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 12,512 $1.02M 0.13% +833 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 12,500 $1.02M 0.26% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 12,500 $1.02M 0.24% -1,150 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 12,485 $1.01M 0.3% +449 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 12,454 $1.01M 0.02% -142 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 12,440 $1.01M 0.06% -71 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 12,350 $1.01M 0.23% -463 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 12,419 $1.01M 0.17% -9 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 12,418 $1.01M 0.2% -83 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 12,399 $1.01M 0.56% +11 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 12,399 $1.01M 0.35% -237 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 12,384 $1.01M 0.48% -4,529 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 12,284 $1M 0.1% +572 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 12,354 $1M 0.11% +319 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 12,350 $1M 0.01% -675 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 12,338 $1M 0.16% +2,041 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 12,263 $1M 0.13% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 12,305 $1M 0.13% -1,394 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 12,291 $999K 0.09% +45 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 12,271 $997K 0.22% +181 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 12,256 $996K 0.03% +1,736 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 12,245 $995K 0.74% +131 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 12,230 $994K 0.68% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 12,156 $988K 0.19% +1,625 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 12,151 $988K 0.19% -18 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 12,103 $984K 0.22% -160 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 12,085 $982K 0.14% -94 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 12,084 $982K 0.59% -400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,082 $982K 0.05% +6,724 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 12,081 $982K 0.19% -31 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12,056 $980K 0.21% +248 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 12,035 $978K 0.38% -128 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,948 $977K 0.04% -864 13F-HR Timeline Group ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 12,024 $977K 0.15% -441 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 12,020 $977K 0.16% +200 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 11,938 $977K 0.06% -103 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 12,015 $976K 0.03% +4,048 13F-HR Timeline Group William Allan Corp More: the full row for William Allan Corp 12,007 $976K 0.48% +1 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 12,000 $975K 0.04% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 11,993 $975K 0.1% -371 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 11,972 $973K 0.27% +3,592 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 11,965 $972K 0.16% -63 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 11,868 $965K 0.53% +1,003 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 11,860 $964K 0.23% +1,025 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,848 $963K 0.06% +187 13F-HR Timeline Alken Asset Management Ltd More: the full row for Alken Asset Management Ltd 11,600 $959K 1.07% +500 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,763 $956K 0.17% +2,000 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 11,760 $956K 0.08% +193 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 11,753 $955K 0.13% -2,354 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11,741 $955K 0.11% +31 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 11,747 $955K 0.39% +1,332 13F-HR Timeline Group Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 11,706 $951K 0.1% -37 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 11,705 $951K 0.06% -43 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 11,608 $950K 0.16% +133 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 11,676 $949K 0.18% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 11,661 $948K 0.1% -294 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 11,650 $947K 0.12% -7 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 11,640 $946K 0.27% -1,081 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 11,621 $944K 0.2% +496 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 11,615 $944K 1.08% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 11,611 $944K 0.18% +6,722 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 11,600 $943K 1.36% new 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 11,589 $942K 0.66% +701 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 11,570 $940K 0.2% -575 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 11,544 $938K 0.03% +1,925 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 11,534 $937K 0.06% -14,168 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 11,528 $937K 0.18% +607 13F-HR/A Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 11,528 $937K 0.11% -1,200 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 11,528 $937K 0.18% -301 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 11,523 $936K 0.05% +228 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 11,523 $936K 0.31% -2,251 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 12,301 $936K 0.03% 0 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 11,441 $935K 0.5% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 11,488 $934K 0.41% +53 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11,487 $934K 0.12% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 11,485 $933K 0.04% +9 13F-HR Timeline BANK OZK More: the full row for BANK OZK 11,475 $933K 0.28% -332 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 11,473 $932K 0.47% +8,401 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 11,466 $932K 0.45% -2,327 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 11,458 $931K 0.1% +269 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,456 $931K 0.09% +261 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 11,449 $930K 0.54% -172 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 11,448 $930K 0.05% +1,034 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 11,441 $930K 0.15% +5,665 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 11,430 $929K 0.25% -64 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 11,396 $926K 0.29% -3,712 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11,377 $925K 0.04% +1,582 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 11,371 $924K 0.32% +91 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 11,332 $921K 0.75% -131 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 11,300 $918K 0.03% +204 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 11,272 $916K 0.06% -303 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 11,257 $915K 0.58% +860 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,255 $915K 0.26% -2,134 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 11,231 $913K 0.15% +5,331 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 11,215 $911K 0.13% -372 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 11,198 $910K 0.03% +8 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 11,194 $910K 0.69% -963 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 11,140 $905K 0.07% +725 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 11,102 $902K 0.12% +75 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 11,075 $902K 0.42% -552 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,095 $902K 0.12% +3,458 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,086 $901K 0.03% -71,258 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 11,079 $900K 0.36% -336 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 11,075 $900K 0.22% -1,242 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 11,066 $899K 0.05% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 11,059 $899K 0.18% +4 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 11,042 $897K 0.43% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 11,040 $897K 0.62% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 11,032 $897K 0.05% +825 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 11,021 $896K 0.29% +570 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 11,006 $894K 0.01% -1,102 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 10,985 $893K 0.06% +777 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 10,979 $892K 0.16% 0 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 10,979 $892K 0.3% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 10,975 $892K 0.17% +3,619 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 10,967 $891K 0.28% +1,345 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 10,960 $891K -36,749 Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,957 $890K 0.25% -318 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 10,865 $883K 0.27% +31 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 10,848 $882K 0.22% -308 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 10,840 $881K 0.28% -808 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 10,836 $881K 0.09% +2,985 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 10,811 $879K 0.08% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 10,799 $878K 0.25% +7,646 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,787 $877K 0.05% -323 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 10,772 $875K 0.12% +204 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 10,641 $875K 0.3% -6,071 13F-HR Timeline