WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 9,892 $580K 0.04% +70 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 9,884 $580K 0.06% -1,300 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 9,880 $579K 0.18% +105 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 9,866 $578K 0.22% +103 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 8,991 $577K 0.07% +8 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 9,835 $577K 0.06% -220 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,828 $576K 0.12% +307 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,824 $576K 0.04% -776 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 5,626 $576K 0.86% 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 9,831 $576K 0.02% -939 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 9,817 $576K 0.5% +149 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 9,763 $572K 0.11% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 9,719 $570K 0.1% -223 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 9,669 $567K 0.27% -399 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 9,654 $566K 0.25% -327 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,630 $566K 0.04% +3,374 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 9,648 $566K 0.08% +94 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 9,648 $566K 0.44% 0 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 9,641 $565K 0.28% -3 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 9,640 $565K 0.2% +2,056 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 9,630 $565K 0.1% +618 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 9,622 $564K 0.16% +10 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 9,601 $563K 0.04% -2,830 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,600 $563K 0.08% -1,373 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,585 $562K 0.07% -94 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 9,580 $562K 0.15% -4,053 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 9,579 $562K 0.17% -24 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 9,407 $560K 0.15% -780 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 9,548 $560K 0.08% +120 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,538 $559K 0.03% +2,729 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 9,532 $559K <0.01% +192 13F-HR Timeline Group TCI Wealth Advisors, Inc. 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More: the full row for Symphony Financial Services, Inc. 9,259 $543K 0.32% -20 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,262 $543K 0.01% +869 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 9,255 $543K 0.2% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,095 $543K 0.01% +559 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,254 $543K 0.08% -224 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,245 $542K 0.01% -251 13F-HR Timeline Group Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 9,230 $541K 0.49% +119 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 9,229 $541K 0.21% -33,725 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 9,228 $541K 0.28% -562 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9,226 $541K 0.05% +1,403 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 9,219 $541K 0.26% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 9,217 $540K 0.21% -585 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 9,188 $539K 0.11% -550 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 8,990 $538K 0.16% +5,124 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 9,169 $538K 0.24% +86 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,167 $537K 0.05% -2,527 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,194 $536K 0.04% +4,002 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 9,112 $534K 0.02% 0 13F-HR/A Timeline Group Guardian Partners Inc. More: the full row for Guardian Partners Inc. 9,250 $534K 0.05% -125 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 9,097 $533K 0.05% -1,907 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 9,089 $533K 0.31% +46 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,083 $533K 0.13% -415 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,082 $532K 0.04% +922 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 9,069 $532K 0.04% -726 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 9,107 $529K 0.02% -2,438 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 9,024 $529K 0.05% new 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 9,000 $528K 0.06% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 8,979 $526K 0.03% +2,101 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,972 $526K 0.12% +49 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 8,964 $526K 0.02% +200 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 8,961 $525K 0.07% -92 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,960 $525K 0.04% +126 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,796 $524K 0.05% -25 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,012 $524K 0.31% +2 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 8,924 $523K 0.07% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 8,892 $521K 0.04% -569 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,870 $520K 0.3% -350 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 8,855 $519K 0.08% -51 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,852 $519K 0.06% +1,032 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,847 $519K 0.05% +1,032 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,831 $518K 0.14% +2,635 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,824 $517K 0.03% -2,584 13F-HR/A Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,649 $516K 0.02% +56 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 8,785 $515K 0.1% -184 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 8,774 $514K 0.02% -1,523 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,755 $513K 0.04% +4,145 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,747 $513K 0.08% +44 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 8,728 $512K 0.31% +90 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,725 $512K 0.1% +4,894 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,687 $509K 0.04% -642 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 8,659 $508K 0.12% -9,868 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 8,561 $503K 0.57% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 8,563 $502K 0.01% -1,137 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,562 $502K 0.09% +415 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 8,543 $501K 0.2% +3,340 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 8,525 $500K 0.08% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 8,489 $498K 0.01% +950 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,480 $497K 0.03% -762 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 8,455 $496K 0.02% +75 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 8,448 $495K 0.35% +2 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 8,440 $495K 0.05% +510 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 8,433 $494K 0.06% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 8,432 $494K 0.12% +54 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 8,404 $493K 0.21% +1,045 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 8,404 $493K 0.56% +200 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,397 $492K 0.1% 0 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 8,388 $492K 0.54% 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 8,363 $490K 0.22% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,361 $490K 0.03% -349 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 8,339 $489K 0.06% +32 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 8,335 $489K 0.07% +1,853 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 8,326 $488K 0.05% 13F-HR/A Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,318 $488K 0.1% -44 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 8,296 $486K 0.17% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,281 $486K 0.01% +1,530 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 8,279 $485K 0.16% -984 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,264 $485K 0.17% 0 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 8,261 $484K 0.01% +6,374 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 8,253 $484K 0.01% +7,481 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 8,236 $483K 0.13% +401 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 8,227 $482K 0.16% -324 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 8,210 $481K 0.12% new 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 8,208 $481K 0.03% +1,929 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 8,200 $481K 0.24% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 8,193 $480K 0.19% +251 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 8,154 $478K 0.2% -400 13F-HR/A Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 8,110 $475K 0.38% -610 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 8,109 $475K 0.06% -860 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 8,108 $475K 0.45% -626 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 8,089 $475K 0.06% +808 13F-HR/A Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 8,101 $475K 0.01% new 13F-HR Timeline Group ETF Store, Inc. More: the full row for ETF Store, Inc. 8,077 $474K 0.55% +147 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 8,072 $473K 0.01% -15,793 13F-HR/A Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,071 $473K 0.14% +2 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 8,066 $473K 0.05% +3 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,059 $473K 0.07% -34 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,055 $472K 0.04% -167 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 8,056 $472K 0.38% -352 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,037 $471K 0.07% +856 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 8,031 $471K 0.25% +301 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 8,000 $469K 0.01% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 7,987 $468K 0.09% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 7,976 $468K 0.12% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,976 $468K 0.01% +1,453 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 7,966 $467K 0.3% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,954 $466K 0.1% -235 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 7,949 $466K 0.12% +660 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 7,924 $465K 0.07% +1,162 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 7,916 $464K 0.1% +40 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,851 $460K 0.11% +632 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,709 $460K 0.02% -916 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,842 $460K 0.08% +129 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 7,789 $459K 0.01% +1,296 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 7,820 $458K 0.11% +280 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 7,811 $458K 0.14% -4,638 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,806 $458K 0.03% +2,699 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,803 $457K 0.08% +1 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,582 $457K 0.09% -63 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 7,791 $457K 0.23% -42 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 7,647 $456K 0.11% +1,004 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,769 $456K 0.02% +281 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7,744 $454K 0.06% +2 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 7,733 $453K 0.31% +18 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,724 $453K 0.03% +43 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 7,719 $453K 0.11% new 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,710 $452K 0.66% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 7,702 $452K 0.1% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,699 $451K 0.02% +682 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 7,689 $451K 0.03% -70 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 7,678 $450K 0.06% +120 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 7,676 $450K 0.2% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,667 $449K 0.28% -127 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 7,665 $449K 0.18% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 7,646 $448K 0.02% +2,382 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,634 $448K 0.03% -41 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,611 $446K 0.03% -19,073 13F-HR/A Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 7,605 $446K 0.45% +871 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,600 $446K 0.32% +7,569 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,598 $445K 0.02% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 7,584 $445K 0.23% +2,291 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 7,574 $444K 0.33% +77 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,560 $443K 0.03% -5,915 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 7,558 $443K 0.2% -2,128 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,549 $443K 0.08% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 7,543 $442K 0.03% -1,905 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 7,526 $441K 0.22% +7,324 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 7,525 $441K 0.04% -360 13F-HR Timeline CLG LLC More: the full row for CLG LLC 7,524 $441K 0.14% +7 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 7,519 $441K 0.34% +65 13F-HR Timeline