Avalon Trust Co More: the full row for Avalon Trust Co 3,400 $550K 0.03% +200 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,399 $550K 0.13% -200 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,393 $549K 0.04% +27 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,386 $548K 0.56% +100 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,377 $547K 0.08% +138 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,370 $546K 0.24% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,368 $545K 0.34% -10 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,351 $543K 0.01% +1,625 13F-HR Timeline Group Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,175 $542K 0.17% -131 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,345 $542K 0.14% -252 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,344 $541K 0.16% +197 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,340 $541K 0.01% +674 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,336 $540K 0.04% +55 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,335 $540K 0.03% -45 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,320 $538K 0.03% +2,740 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 3,319 $537K 0.04% +10 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,318 $537K 0.07% +11 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,317 $537K 0.1% +9 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,293 $533K 0.04% +189 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,272 $530K 0.08% +297 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 3,266 $529K 0.17% +1,465 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 3,259 $528K 0.23% -127 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,252 $527K 0.6% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,250 $526K 0.12% -150 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,247 $526K 0.09% +2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,245 $525K 0.03% +111 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,243 $525K 0.03% +103 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 3,232 $523K 0.69% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,215 $521K 0.02% +1,084 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,211 $520K 0.63% +1,030 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,210 $520K 0.23% 0 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,204 $519K 0.12% -1 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,203 $519K 0.03% -167 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,200 $518K 0.09% new 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,187 $516K 0.13% -3,265 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,183 $515K 0.07% +38 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,167 $513K 0.03% +19 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,162 $512K 0.04% -255 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,160 $512K 0.09% -5,587 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,158 $511K 0.07% +500 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,144 $511K 0.39% +8 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,152 $510K 0.98% -1,183 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,151 $510K 0.13% +1 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,135 $508K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,130 $507K 0.19% -84 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,128 $506K 0.13% -290 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,113 $504K 0.17% -498 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,111 $504K 0.08% +481 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,091 $500K 0.12% -165 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,091 $500K 0.05% +28 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,089 $500K 0.03% +929 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 3,087 $500K 0.11% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 3,075 $498K 0.08% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,072 $497K 0.06% +72 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,025 $490K 0.03% +861 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,020 $489K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,003 $486K 0.08% +1 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,995 $485K 0.12% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,989 $484K 0.06% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,989 $484K 0.03% +230 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,981 $483K 0.05% +111 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,979 $482K 0.11% +1 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,964 $480K 0.05% +108 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,963 $480K 0.14% -69 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,949 $478K 0.24% +7 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,948 $477K 0.09% -93 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,945 $477K 0.06% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,945 $477K 0.23% +1 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,942 $476K 0.08% -30 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 2,941 $476K 0.37% 0 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,936 $475K 0.05% -10 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,932 $475K 0.08% -27 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,931 $475K 0.03% -312 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,925 $474K 0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,922 $473K 0.46% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,922 $473K 0.01% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,917 $472K 0.02% +25 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,903 $470K 0.02% -19,227 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,900 $470K 0.13% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,895 $469K 0.05% +818 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,889 $468K 0.26% -174 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,866 $464K 0.02% -305 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,866 $464K 0.02% -78 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,882 $464K 0.03% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,861 $463K 0.07% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,853 $462K 0.11% +86 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,846 $461K 0.04% +4 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 3,171 $461K 0.04% -33,872 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,839 $460K 0.16% +68 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,837 $459K 0.09% -17 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 2,833 $459K 0.21% +524 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,833 $459K 0.28% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,829 $458K 0.04% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 2,817 $456K 0.18% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,817 $456K 0.01% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,810 $455K 0.18% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,810 $455K 0.31% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,808 $455K 0.21% +3 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,808 $455K 0.04% +26 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,806 $454K 0.01% +470 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,803 $454K 0.13% +1,126 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 2,836 $453K 0.28% +36 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,798 $453K 0.07% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,797 $453K 0.02% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 2,796 $453K 0.34% new 13F-HR/A Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,794 $452K 0.08% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,791 $452K 0.17% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,779 $450K 0.22% -452 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 2,758 $447K 0.14% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,758 $447K 0.02% +1,214 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,828 $446K 0.01% -1,071 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,746 $445K 0.09% +25 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,746 $445K 0.07% -551 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 3,057 $444K 0.03% 0 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 2,754 $443K 0.22% -260 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 2,724 $441K 0.06% -12 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,721 $441K <0.01% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,714 $439K 0.11% -503 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,708 $438K 0.09% -166 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 2,707 $438K 0.21% -256 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,703 $438K 0.11% -100 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 2,702 $437K 0.24% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,700 $437K <0.01% -2,300 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,700 $437K 0.06% 0 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 2,700 $437K 0.27% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,696 $437K 0.04% -94 13F-HR/A Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,694 $436K 0.06% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,692 $436K 0.32% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,690 $436K 0.06% +435 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,689 $435K 0.1% -360 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,686 $435K 0.08% -6 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,685 $435K 0.04% +193 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,680 $434K 0.08% +29 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,679 $434K 0.18% -3 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,678 $434K 0.01% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,670 $432K 0.04% -11 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 2,660 $431K 0.27% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,659 $430K 0.07% -20 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,657 $430K 0.02% -7,479 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 2,650 $429K 0.06% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,648 $429K 0.07% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,647 $429K 0.04% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,643 $428K 0.04% -131 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,642 $428K 0.04% -499 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,641 $428K 0.21% -438 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,641 $428K 0.14% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,638 $427K 0.03% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,633 $426K 0.09% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,725 $425K 0.01% 0 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 2,618 $424K <0.01% -50,470 13F-HR Timeline Group MOTCO More: the full row for MOTCO 2,610 $423K 0.04% +11 13F-HR Timeline Abacus Planning Group, Inc. 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More: the full row for Wingate Wealth Advisors, Inc. 2,581 $418K 0.18% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,874 $417K 0.02% +221 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,576 $417K 0.01% -553 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,576 $417K 0.01% +67 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 2,574 $417K 0.03% -50 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,563 $415K 0.02% +3 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,555 $414K 0.04% -42 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,552 $413K 0.17% -40 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,551 $413K 0.17% -21 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,546 $412K 0.02% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,544 $412K 0.05% -19 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,544 $412K 0.22% +500 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 2,538 $411K 0.12% -46 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,535 $410K 0.2% -7,015 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 2,531 $409K <0.01% -70 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,522 $408K 0.16% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,510 $406K 0.02% -303 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 2,500 $405K 0.14% new 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,500 $405K 0.14% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,489 $403K 0.04% 0 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 2,484 $402K 0.15% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,484 $402K 0.02% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,477 $401K 0.02% +250 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 2,474 $401K 0.31% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,468 $400K 0.06% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,458 $398K 0.02% +138 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 2,521 $398K 0.16% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,455 $397K 0.01% +78 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,450 $397K <0.01% +25 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,450 $397K 0.03% -290 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,445 $396K 0.03% 0 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,445 $396K 0.03% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,444 $396K 0.02% -179 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,441 $395K 0.12% +1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,440 $395K 0.03% -153 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,440 $395K 0.2% 0 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 2,439 $395K 0.02% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,436 $394K 0.01% +1 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,433 $394K 0.07% -97 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,430 $393K 0.04% +74 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,427 $393K 0.04% +492 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,430 $393K 0.01% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,427 $393K 0.05% -1,567 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,425 $393K 0.09% -70 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,420 $392K 0.01% 0 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,412 $391K 0.04% +3 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,406 $390K 0.2% -1,158 13F-HR Timeline