RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 17,942 $9.29M 3.99% -170 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 17,928 $9.29M 1.85% +1,412 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 17,924 $9.28M 3.81% +12 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 17,911 $9.28M 4.44% +348 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 17,908 $9.28M 0.56% +13,687 13F-HR/A Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 17,888 $9.27M 2.92% +551 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 17,871 $9.26M 2.94% -348 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 17,863 $9.25M 1.32% +1,436 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 17,859 $9.25M 7.72% -1,068 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 17,852 $9.25M 3.93% +375 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 17,846 $9.24M 2.73% +100 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 17,841 $9.24M 4.83% +112 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 17,830 $9.23M 3.12% +359 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 17,816 $9.23M 2.25% -1,010 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 17,797 $9.22M 1.35% +4,686 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 17,781 $9.21M 2.84% -487 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 17,754 $9.21M 1.41% -44 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 17,712 $9.18M 1.18% +226 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 17,691 $9.16M 4.85% +2,902 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 17,689 $9.16M 4.61% -122 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 17,636 $9.13M 2.67% -491 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 17,618 $9.13M 2.63% +741 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 17,618 $9.13M 1.27% -404 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 17,588 $9.11M 1.96% -3,174 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 17,582 $9.11M 6.42% -152 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 17,547 $9.09M 9.15% -2,065 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 17,539 $9.08M 1.04% -200 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 17,534 $9.08M 2.34% +4,240 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 17,505 $9.07M 3.51% -8 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 17,492 $9.06M 2.54% +503 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 17,475 $9.05M 1.15% -15,017 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 17,445 $9.04M 6.66% -355 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 17,432 $9.03M 7.83% +100 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 17,429 $9.03M 1.63% +1,369 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 17,425 $9.03M 4.58% -1,057 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 17,423 $9.02M 6.86% +17 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 17,421 $9.02M 0.39% -320 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 17,421 $9.02M 1.87% -235 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 17,404 $9.01M 2.79% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 17,361 $8.99M 4.76% +13,027 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 17,356 $8.99M 4.24% +90 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 17,355 $8.99M 5.78% +491 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 17,333 $8.98M 2.05% -846 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 17,791 $8.97M 3.92% +477 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 17,325 $8.97M 2.65% -76 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 17,306 $8.96M 6.13% -1,785 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 17,286 $8.95M 6.37% -198 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 17,287 $8.95M 0.37% +6,602 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 17,252 $8.94M 6.55% +622 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 17,233 $8.93M 0.97% +8,123 13F-HR/A Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 17,201 $8.91M 2.54% -1 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 17,188 $8.9M 4.16% -80 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 17,171 $8.89M 3.48% -527 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 17,159 $8.89M 2.25% -1 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 17,150 $8.88M 0.35% +1,000 13F-HR Timeline Group VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 17,131 $8.87M 2.22% -92 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 16,785 $8.87M 1.46% +278 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 17,119 $8.87M 1.82% -216 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 17,118 $8.87M 3.54% -99 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 17,110 $8.86M 0.44% -184 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 17,091 $8.85M 9.65% +11 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 17,067 $8.84M 3.42% +556 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 17,062 $8.84M 0.26% -116 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 17,059 $8.84M 9.03% +5,638 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 17,053 $8.83M 0.35% +175 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 17,051 $8.83M 5.12% +1,463 13F-HR/A Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 17,041 $8.83M 2.3% -1,258 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 17,032 $8.82M 3.99% +14 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 17,005 $8.81M 3.21% +4,185 13F-HR Timeline Stenham Asset Management (UK) Plc More: the full row for Stenham Asset Management (UK) Plc 17,000 $8.81M 9.4% 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 16,980 $8.79M 3.25% -21,814 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 16,970 $8.79M 2.59% -3,000 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 16,954 $8.78M 1.02% +297 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 16,937 $8.77M 4.48% +247 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 16,934 $8.77M 0.56% +1,360 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 16,927 $8.77M 1.44% +193 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 16,919 $8.76M 3.28% +190 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,889 $8.75M 2.35% +5,084 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 16,850 $8.73M 7.85% -230 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 16,843 $8.72M 3.33% -703 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 16,821 $8.71M 5.17% -405 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 16,819 $8.71M 1.18% +557 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 16,809 $8.71M 2.41% +1,394 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 16,805 $8.7M 4.75% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 16,791 $8.7M 3.37% -598 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 16,783 $8.69M 2.93% -130 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 16,775 $8.69M 4.06% 0 13F-HR/A Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 16,766 $8.68M 1.08% -1,671 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 16,734 $8.67M 3.28% +214 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 16,717 $8.66M 2.68% -1,666 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 16,721 $8.66M 0.9% +945 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 16,720 $8.66M 6.08% +91 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 16,702 $8.65M 5.25% +10 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 16,666 $8.63M 2.78% -283 13F-HR Timeline SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 16,659 $8.63M 2.83% 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 16,657 $8.63M 1.2% -6 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 16,654 $8.63M 3.86% -3,299 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 16,647 $8.62M 7.08% -53 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 16,640 $8.62M 1.22% +486 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 16,784 $8.62M 1.84% +526 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 16,629 $8.61M 1.29% +63 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,245 $8.61M 2.38% -15,501 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 16,615 $8.61M 1.37% +9,398 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 16,615 $8.61M 1.37% 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 16,615 $8.61M 1.66% 0 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 16,584 $8.59M 2.7% +1,807 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 16,574 $8.58M 1.99% -190 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 16,571 $8.58M 1.11% -24,155 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 16,569 $8.58M 0.93% +2,096 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 16,562 $8.58M 7.14% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 16,553 $8.57M 1.44% -1,905 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 16,550 $8.57M 1.73% -1,880 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 16,529 $8.56M 0.54% -3,724 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 16,521 $8.56M 5.53% -770 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 16,516 $8.55M 2.33% -163 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 16,509 $8.55M 1.45% +1,075 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 16,501 $8.55M 2.16% +606 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 16,501 $8.55M 2.77% -204 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 16,499 $8.55M 1.8% -923 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 16,495 $8.54M 1.94% -961 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 16,494 $8.54M 3.88% -45 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 16,476 $8.53M 3.23% +5,028 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 16,463 $8.53M 2.27% +492 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 16,458 $8.52M 5.55% +326 13F-HR Timeline Socorro Asset Management LP More: the full row for Socorro Asset Management LP 16,455 $8.52M 3.07% -439 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 16,447 $8.52M 1.91% -707 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 16,439 $8.51M 2.87% -129 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 16,385 $8.49M 16.7% +12,140 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 16,384 $8.49M 3.4% +8,345 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 16,362 $8.47M 5.77% +2,577 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 16,339 $8.46M 5.54% +298 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 16,317 $8.45M 3.04% -238 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 16,308 $8.45M 1.27% -1,996 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 16,302 $8.44M 0.93% +150 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 16,295 $8.44M 2.65% +662 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 16,294 $8.44M 1.63% +274 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 16,292 $8.44M 0.99% -1,180 13F-HR Timeline Summerhill Capital Management lnc. More: the full row for Summerhill Capital Management lnc. 16,287 $8.44M 8.76% -24 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 16,277 $8.43M 0.96% +684 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 16,264 $8.42M 1.92% +1,995 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 16,257 $8.42M 6.4% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 16,255 $8.42M 2.57% +46 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 16,248 $8.42M 3.34% -180 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 16,234 $8.41M 1.08% +895 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 16,227 $8.4M 3.99% +2,209 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 16,206 $8.39M 5.43% -5,318 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 16,190 $8.39M 1.18% new 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 16,187 $8.38M 7.2% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 16,181 $8.38M 3.97% +44 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 16,176 $8.38M 2.04% -164 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 16,170 $8.38M 3.05% +726 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 16,144 $8.36M 1.25% +209 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 16,130 $8.35M 4.59% -97 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 16,127 $8.35M 6.17% -50 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 16,107 $8.34M 2.73% -84 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 16,158 $8.34M 1.85% +15,878 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 16,104 $8.34M 1.05% +651 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 16,096 $8.34M 1.22% -91 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 16,089 $8.33M 1.36% -712 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 16,067 $8.32M 3.27% -263 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 16,037 $8.31M 5.22% -11 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 16,034 $8.3M 2.34% -762 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 16,310 $8.3M 2.42% +232 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 15,992 $8.28M 2.81% +257 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 15,983 $8.28M 2.95% +422 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 15,978 $8.28M 1.16% -9 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 15,966 $8.27M 0.71% -458 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 15,968 $8.27M 3.35% -479 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 15,948 $8.26M 0.98% -37 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 16,041 $8.25M 2.91% +92 13F-HR Timeline Stolper Co More: the full row for Stolper Co 15,919 $8.24M 2.5% -53 13F-HR/A Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 15,899 $8.23M 0.64% +1,129 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 15,876 $8.22M 5.4% -17,505 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 15,876 $8.22M 8.34% 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 15,872 $8.22M 1.24% +37 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 15,857 $8.21M 3.49% -4 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 15,853 $8.21M 1.73% -255 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 15,849 $8.21M 3.53% -352 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 15,834 $8.2M 3.18% -188 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 15,826 $8.2M 2.26% +57 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 15,820 $8.19M 0.99% -543 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 15,806 $8.19M 0.78% +1,529 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 15,772 $8.17M 0.96% +56 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 15,770 $8.17M 5.45% 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 15,766 $8.17M 3.46% -900 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 15,764 $8.16M 1.81% +131 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 15,761 $8.16M 2.19% +29 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 15,748 $8.16M 3.15% +762 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 15,743 $8.15M 5.18% +36 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 15,732 $8.15M 4.03% -144 13F-HR Timeline OPINICUS CAPITAL, INC. 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