Arjuna Capital More: the full row for Arjuna Capital 6,167 $3.17M 0.71% -101 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,117 $3.14M 0.17% +313 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,080 $3.12M 0.09% +1,176 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,062 $3.11M 1.22% +129 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,059 $3.11M 0.13% +588 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 6,046 $3.11M 0.27% +1,267 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 6,020 $3.09M 2.29% +1 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 6,017 $3.09M 0.72% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,016 $3.09M 0.19% -675 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 6,009 $3.09M 0.77% -51 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,008 $3.09M 0.27% -125 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6,008 $3.09M 0.18% +2,267 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 6,003 $3.08M 0.78% +6 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,996 $3.08M 0.2% -889 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,984 $3.07M 0.1% -1,247 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,976 $3.07M 1.33% +6 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 5,956 $3.06M 0.39% -228 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 5,948 $3.05M 2.04% +4 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 5,945 $3.05M 0.83% +114 13F-HR Timeline Woodbridge Co Ltd More: the full row for Woodbridge Co Ltd 5,927 $3.04M 0.01% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,893 $3.03M 0.46% -109 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,892 $3.03M 0.15% +912 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 5,873 $3.02M 0.69% +1,260 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 5,820 $2.99M 0.01% -1,624 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,817 $2.99M 0.04% -1,094 13F-HR Timeline Security National Bank More: the full row for Security National Bank 5,812 $2.99M 0.36% -27 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 5,800 $2.98M 1.16% -500 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,800 $2.98M 0.15% -42 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,791 $2.97M 0.43% -1,041 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 5,780 $2.97M 1.3% -18 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,778 $2.97M 0.2% +170 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 5,763 $2.96M 0.57% -146 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 5,745 $2.95M 1.18% -38 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 5,744 $2.95M 0.68% +130 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,717 $2.94M 1.12% +159 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,655 $2.93M 0.14% +1,396 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 5,824 $2.91M 0.25% +6 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 5,665 $2.91M 0.34% +443 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,649 $2.9M 0.18% -87 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,639 $2.9M 0.73% -9 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 5,635 $2.89M 0.18% -250 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,622 $2.89M 0.23% -30 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,619 $2.89M 0.15% -169 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,617 $2.88M 0.06% -78 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,593 $2.87M 0.17% -837 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,576 $2.86M 0.19% +110 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,564 $2.86M 0.88% -20 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,558 $2.85M 0.15% -20 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 5,557 $2.85M 0.62% -2 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,552 $2.85M 0.4% -306 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 5,550 $2.85M 0.57% +43 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 5,525 $2.84M 0.14% -162 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,525 $2.84M 1.16% -75 13F-HR Timeline Group DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 5,522 $2.84M 1.13% -180 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,504 $2.83M 0.04% +856 13F-HR Timeline Group Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 5,500 $2.82M 1.19% -71 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,500 $2.82M 0.43% +21 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 5,495 $2.82M 0.62% +5,057 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 5,495 $2.82M 0.64% -4,679 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 5,642 $2.82M 0.22% -119 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,487 $2.82M 0.11% +59 13F-HR Timeline TOBAM More: the full row for TOBAM 5,484 $2.82M 0.68% +981 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Promethos Capital, LLC More: the full row for Promethos Capital, LLC 5,484 $2.82M 0.77% -5,183 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5,474 $2.81M 1.02% 0 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 5,463 $2.81M 0.29% +2,252 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 5,444 $2.8M 2.73% +1,192 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 5,431 $2.79M 1.1% -1,425 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 5,431 $2.79M 0.16% -339 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,424 $2.79M 0.28% +1,636 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,422 $2.78M 0.7% -116 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,411 $2.78M 0.06% +851 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,388 $2.77M 1.15% +102 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 5,388 $2.77M 0.37% 0 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,387 $2.77M 1.37% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,349 $2.75M 0.23% +133 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 5,341 $2.74M 0.18% +1,230 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,330 $2.74M 0.14% -522 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,322 $2.73M 0.24% +22 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 5,317 $2.73M 0.9% +390 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,306 $2.73M 0.03% -79 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 5,302 $2.72M 0.56% +47 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 5,287 $2.72M 1.18% -40 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,270 $2.71M 0.03% +1,385 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,750 $2.69M 0.14% +56 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 5,231 $2.69M 2.42% -24 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 5,217 $2.68M 1.08% -260 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,203 $2.67M 0.93% +308 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 5,293 $2.67M 0.42% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,199 $2.67M 0.05% -106 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,188 $2.66M 0.12% +4,211 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,175 $2.66M 0.68% -377 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,162 $2.65M 0.62% 0 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 5,139 $2.64M 0.89% +702 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 5,132 $2.64M 0.41% -10 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,123 $2.63M 0.1% -45 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 5,088 $2.61M 0.9% +90 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 12,956 $2.61M 0.35% -1,457 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 5,071 $2.6M 0.28% new 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 5,065 $2.6M new Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,039 $2.59M 0.1% -33 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5,032 $2.58M 1.74% -54 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,031 $2.58M 0.16% -436 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 5,026 $2.58M 0.14% -1 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 5,015 $2.58M 2.04% -24 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,008 $2.57M 0.35% +182 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,005 $2.57M 0.12% +19 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,975 $2.56M 0.05% +49 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,981 $2.56M 0.98% -75 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 4,973 $2.55M 0.54% -7 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,947 $2.54M 0.78% -9 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,938 $2.54M 0.22% +108 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,937 $2.54M 0.22% +19 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,928 $2.53M 0.2% -167 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,928 $2.53M 0.11% -11 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,923 $2.53M 0.16% -113 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,913 $2.52M 0.47% +103 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,908 $2.52M 0.17% +10 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 4,901 $2.52M 0.7% +818 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,885 $2.51M 0.75% +19 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,890 $2.5M 0.57% +100 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 4,868 $2.5M 0.43% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,861 $2.5M 0.08% +125 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,833 $2.48M 0.22% +636 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,807 $2.47M 0.08% -310 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,687 $2.47M 0.24% -536 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 4,788 $2.46M 0.72% +1,812 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,786 $2.46M 0.36% -1,601 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,775 $2.45M 0.39% +28 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 4,763 $2.45M 1.26% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,752 $2.44M 0.38% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,748 $2.44M 0.16% -38 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,740 $2.43M 1.48% -55 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,738 $2.43M 0.02% -35,604 13F-HR Timeline Group Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 4,735 $2.43M 1.34% -340 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,494 $2.42M 0.06% +102 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 4,688 $2.41M 0.29% -1,267 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,680 $2.4M 0.24% +19 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,678 $2.4M 0.03% -516 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 4,664 $2.4M 0.19% +751 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,794 $2.4M 0.1% +653 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,650 $2.39M 0.65% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,627 $2.38M 0.51% -76 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 4,623 $2.37M 0.01% -108 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 4,620 $2.37M 1.62% +170 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,619 $2.37M <0.01% +711 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,619 $2.37M 0.25% +75 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 4,605 $2.37M 0.47% -31 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 4,587 $2.36M 1.16% +141 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 4,582 $2.35M 0.6% -203 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,582 $2.35M 0.2% -547 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,571 $2.35M 0.32% -7,589 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 4,553 $2.34M 1.88% +166 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,549 $2.34M 0.12% +209 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,542 $2.33M 0.08% -447 13F-HR Timeline Group Ketron Financial More: the full row for Ketron Financial 4,532 $2.33M 0.72% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,522 $2.32M 0.5% -4 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,496 $2.31M 0.31% +309 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 4,485 $2.3M 0.43% +6 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,469 $2.3M 0.05% +133 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,439 $2.28M 0.43% +1,248 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,432 $2.28M 0.21% +258 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 4,429 $2.27M 0.43% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,420 $2.27M 0.14% +5 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,414 $2.27M 0.15% +194 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,411 $2.27M 1.16% +103 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,393 $2.26M 0.4% 0 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 4,377 $2.25M 1.16% -2,499 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 4,352 $2.24M 0.93% +6 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,328 $2.22M 0.23% -8,506 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,320 $2.22M 0.27% +89 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,313 $2.22M 0.62% -418 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 4,302 $2.21M 0.3% -88 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,289 $2.2M 0.42% 0 13F-HR/A Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,263 $2.19M 0.3% +41 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,244 $2.18M 0.18% -379 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,223 $2.17M 0.05% -44 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 4,217 $2.17M 0.13% +196 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,215 $2.16M 0.64% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,209 $2.16M 0.27% -211 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,193 $2.15M 0.12% -8 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 4,191 $2.15M 0.18% -171 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,187 $2.15M 0.19% -157 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,157 $2.14M 0.44% +57 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 4,103 $2.11M 0.76% -47 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,096 $2.1M 0.45% +14 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. 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