ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7,786 $1.26M 0.08% +4,711 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 7,752 $1.25M 0.21% -1,328 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 7,737 $1.25M 0.31% +278 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,928 $1.25M 0.12% -4 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 7,661 $1.24M 0.13% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,652 $1.24M 0.13% -16 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 7,635 $1.24M 0.68% +52 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 7,632 $1.24M 0.34% +2,802 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 7,610 $1.23M 0.06% -260 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,114 $1.23M 0.07% -100 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,583 $1.23M 0.01% -2,393 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 7,558 $1.22M <0.01% -118 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 7,546 $1.22M 0.69% -379 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,708 $1.22M 0.02% -74 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 7,544 $1.22M 0.21% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 7,512 $1.22M 0.46% -71 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 7,475 $1.21M 0.02% +18 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,482 $1.21M 0.1% +117 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,449 $1.21M 0.06% -498 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 7,409 $1.2M 0.29% -8 13F-HR/A Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 7,407 $1.2M 0.11% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,379 $1.19M -297 Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 7,363 $1.19M <0.01% -751 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,359 $1.19M 0.06% -20 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,348 $1.19M 0.1% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 7,337 $1.19M <0.01% -646 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 7,301 $1.18M 0.07% +4,575 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 7,084 $1.18M 0.47% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,256 $1.17M 0.04% -71 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 7,244 $1.17M 0.41% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,203 $1.17M 0.07% +291 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,203 $1.17M 0.04% -1,036 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,147 $1.16M <0.01% -245 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 7,099 $1.15M 0.2% +641 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,095 $1.15M 0.09% +206 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 7,077 $1.15M 0.22% +2,383 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 7,075 $1.15M 0.02% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 7,025 $1.14M 0.36% +2,323 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,021 $1.14M 0.06% +175 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7,006 $1.13M 0.13% -5 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 7,000 $1.13M 0.15% 0 13F-HR Timeline Group Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 7,000 $1.13M 0.31% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 6,984 $1.13M 0.16% +60 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,971 $1.13M 0.01% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 6,943 $1.12M 0.24% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,903 $1.12M 0.02% +1,146 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,891 $1.12M 0.04% -2 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,889 $1.12M 0.03% -63 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,870 $1.11M 0.05% +20 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,868 $1.11M 0.01% +1,020 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,852 $1.11M 0.13% +365 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,843 $1.11M 0.12% +177 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,826 $1.11M 0.03% -119 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,813 $1.1M 0.01% -17 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,715 $1.09M 0.07% -117 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 6,700 $1.08M 0.56% +8 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 6,692 $1.08M 0.11% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 6,689 $1.08M 0.34% +17 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,645 $1.08M 0.12% +586 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,637 $1.07M 0.02% -110 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,635 $1.07M 0.05% -4 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,707 $1.07M 0.06% +620 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 6,621 $1.07M 0.15% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,619 $1.07M 0.24% +14 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 6,607 $1.07M 0.52% +8 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,588 $1.07M 0.03% +208 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,587 $1.07M 0.04% -666 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,584 $1.07M 0.09% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,580 $1.07M 0.22% -2,000 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,569 $1.06M 0.06% +50 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 6,562 $1.06M 0.49% -450 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 6,542 $1.06M 0.25% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,532 $1.06M 0.05% +93 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,531 $1.06M 0.09% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 6,513 $1.05M 0.01% -2,775 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 6,495 $1.05M 0.22% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 6,462 $1.05M 0.43% +1 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,454 $1.04M 0.01% 0 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 6,400 $1.04M 0.75% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,397 $1.04M 0.03% -403 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 6,393 $1.04M 0.02% +1,369 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,360 $1.03M 0.03% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,378 $1.03M 0.04% -258 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,448 $1.03M 0.05% -1,789 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,356 $1.03M 0.03% -21,280 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,343 $1.03M 0.02% -8,380 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 6,316 $1.02M <0.01% 0 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 6,302 $1.02M 0.09% -3 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 6,288 $1.02M 0.12% -99 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,272 $1.02M 0.23% -245 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,267 $1.01M 0.17% -73 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,262 $1.01M 0.04% +5 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,249 $1.01M 0.03% +353 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,234 $1.01M 0.02% -561 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 6,113 $990K 0.3% +1 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 6,085 $985K 0.48% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 6,077 $984K 0.08% 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,059 $981K 0.07% -257 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,013 $974K 0.02% -101 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 6,000 $971K 0.06% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,992 $970K 0.12% -130 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 5,992 $970K 0.04% -260 13F-HR/A Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,976 $968K 0.07% +143 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,970 $967K 0.04% -14 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,966 $966K 0.05% -328 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 5,949 $963K 0.45% -7,067 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,935 $961K 0.07% -91 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,930 $960K 0.01% -20 13F-HR/A Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,890 $954K 0.36% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 5,890 $953K 0.23% -100 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,882 $952K 0.06% -117 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,847 $947K 0.08% -872 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,839 $945K 0.01% +420 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,830 $944K 0.1% -24,756 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,814 $941K 0.12% -40 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,813 $941K 0.01% -3,637 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,793 $938K 0.14% -34 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,787 $937K 0.06% +251 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,779 $936K 0.39% +60 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,761 $930K 0.18% -139 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 5,738 $929K 0.58% +732 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,711 $925K 0.61% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,696 $922K 0.06% -79 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,682 $920K 0.07% +678 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,671 $918K 0.06% +17 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,634 $912K 0.04% +200 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,624 $911K 0.48% +2,797 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 5,618 $910K 0.27% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,615 $909K 0.08% 0 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 5,604 $907K 0.31% +94 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,590 $905K 0.52% +181 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 5,562 $901K 0.23% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 5,560 $900K 0.25% +255 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,640 $891K 0.01% -100 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,484 $888K 0.06% +70 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,484 $888K 0.03% -551 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,481 $887K 0.02% -13,764 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,463 $885K 0.17% -100 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,457 $883K 0.02% -132 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,450 $882K 0.04% -8 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 5,434 $880K 0.23% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,433 $880K 0.24% -682 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,424 $878K 0.04% -342 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,394 $873K 0.08% +195 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,377 $871K 0.01% -1,506 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,362 $868K 0.01% -198 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,359 $868K 0.02% -4,028 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,352 $867K 0.01% -43 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,348 $866K 0.05% -7,668 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,345 $865K 0.04% +135 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,343 $865K 0.07% -215 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 5,335 $864K 0.23% +2,067 13F-HR/A Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,331 $863K 0.06% +1 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,315 $861K 0.14% -4 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 5,312 $860K 0.3% +320 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,278 $855K 0.46% +238 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,273 $854K 0.21% -600 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,266 $853K 0.22% +9 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,251 $850K 0.52% +78 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,250 $850K 0.09% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5,241 $849K 0.17% new 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 5,240 $848K 0.31% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,224 $846K 0.02% +128 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 5,219 $845K 0.33% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,204 $843K 0.02% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,198 $842K 0.03% +1,134 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,187 $840K 0.45% +7 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,176 $838K 0.05% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 5,169 $837K 0.12% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,160 $835K 0.2% -1,198 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $835K 0.2% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,144 $833K 0.02% -20 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,140 $832K 0.24% +4 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 5,128 $830K 0.71% +235 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 5,100 $826K 0.12% -841 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 4,667 $823K 0.54% -3,735 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 5,077 $822K 0.21% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 5,063 $820K 0.25% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,203 $820K 0.02% +813 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 5,060 $819K <0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,056 $819K 0.05% +146 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,040 $816K 0.12% +1 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 5,036 $815K 0.31% -258 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,033 $815K 0.03% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,030 $814K 0.56% -60 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,016 $812K 0.03% -158 13F-HR/A Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 5,009 $811K 0.41% +1,539 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,001 $810K 0.57% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,977 $806K 0.05% +42 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,970 $805K 0.14% +63 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,959 $803K 0.29% -121 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,943 $800K 0.04% -32 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,939 $800K -11 Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,928 $798K 0.06% -270 13F-HR Timeline Confluence Wealth Services, Inc. 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