IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,673 $722K 0.06% -13 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 2,671 $722K 0.5% -129 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,669 $721K 0.1% +199 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,666 $721K 0.16% -4 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,663 $720K 0.05% +105 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,657 $718K 0.04% -707 13F-HR Timeline Group ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,656 $718K 0.17% -394 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,639 $717K 0.05% -1,960 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,650 $716K 0.1% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,650 $716K 0.47% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,648 $716K 0.34% +2 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 2,645 $715K 0.03% 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,641 $714K 0.07% +737 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,635 $712K 0.03% -116 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,633 $712K 0.23% +4 13F-HR Timeline Asset Advisory Group, Inc. 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More: the full row for Rooted Wealth Advisors, Inc. 2,460 $665K 0.16% +228 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,457 $664K 0.41% -158 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,451 $663K 0.34% -104 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,451 $663K 0.26% +133 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 2,449 $662K 0.29% -100 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,449 $662K 0.13% +25 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,447 $661K 0.02% -6,730 13F-HR Timeline Financial Engines Advisors L.L.C. 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More: the full row for Ballast, Inc. 2,286 $618K 0.12% -42 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,283 $617K 0.28% +1,045 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,282 $617K 0.06% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 2,281 $617K 0.39% -268 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,258 $616K 0.2% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,280 $616K 0.11% +33 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 11,114 $614K 0.39% -2,888 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,268 $613K 0.15% -31 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,266 $613K 0.04% 0 13F-HR Timeline Paulson Wealth Management Inc. 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More: the full row for Lakeshore Financial Planning, Inc. 2,249 $608K 0.2% -99 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,247 $608K 0.11% -38 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 2,247 $607K 0.52% +157 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 2,246 $607K 0.1% +951 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,245 $607K 0.13% +41 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,253 $606K 0.09% -51 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,239 $605K 0.13% -291 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,236 $604K 0.05% +79 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,233 $604K 0.1% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,232 $603K 0.04% -276 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,232 $603K 0.06% +4 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 2,230 $603K 0.28% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,228 $602K 0.07% -222 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,222 $601K 0.16% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,212 $598K 0.16% -80 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,208 $597K 0.24% -100 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,206 $596K 0.09% +106 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,206 $596K 0.22% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,205 $596K 0.09% -215 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,202 $595K 0.19% +2,158 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,199 $594K 0.14% +7 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,194 $593K 0.07% -26 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 2,194 $593K 0.26% -3 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,192 $593K 0.05% +27 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,190 $592K 0.82% +89 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 2,186 $591K 0.15% -222 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,183 $591K 0.16% -8 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 2,185 $591K 0.12% -484 13F-HR Timeline American Trust More: the full row for American Trust 2,183 $590K 0.05% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,180 $589K 0.11% +593 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,180 $589K 0.04% -137 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,179 $589K 0.12% -921 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,178 $589K 0.06% +19 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,178 $589K 0.08% -478 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,177 $588K 0.13% -22 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,176 $588K 0.14% +9 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 2,132 $587K 0.38% -19 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,168 $586K 0.38% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,167 $586K 0.05% -376 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 2,161 $584K 0.02% +579 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,161 $584K 0.22% -78 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,160 $584K 0.16% +8 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 2,158 $583K 0.31% 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,153 $582K 0.13% +40 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,150 $581K 0.12% 0 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,150 $581K 0.14% -500 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 2,149 $581K 0.04% -317 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,145 $580K 0.35% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2,143 $579K 0.19% +72 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,142 $579K 0.31% +105 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,140 $578K 0.06% -456 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,132 $576K 0.05% -209 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,129 $575K 0.2% -21 13F-HR Timeline D'Orazio & Associates, Inc. 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