Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 6,725 $2.27M 1.11% +5,614 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 6,672 $2.25M 2.22% -203 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 6,669 $2.25M 0.66% -4,740 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 6,669 $2.25M 1.69% +670 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,650 $2.25M 0.21% +984 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6,634 $2.24M 0.51% +2,251 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,616 $2.23M 0.7% +10 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,607 $2.23M 0.36% -714 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,587 $2.23M 0.26% +114 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 6,578 $2.22M 0.22% +440 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,553 $2.21M 0.22% -1,489 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 6,542 $2.21M 0.84% +1,175 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 6,542 $2.21M 0.44% -1,458 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 6,526 $2.2M 0.01% -4,475 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 6,520 $2.2M 5.76% +4,388 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,503 $2.2M 0.07% +943 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 6,488 $2.19M 0.4% +4,943 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 5,765 $2.19M 0.09% +2,571 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 6,441 $2.18M 0.13% -225 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,375 $2.15M 0.03% +2,039 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,368 $2.15M 0.72% -57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,273 $2.12M 0.78% +295 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,271 $2.12M 0.07% +1,150 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,026 $2.11M 0.19% +446 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,250 $2.11M 0.11% +1,756 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 6,241 $2.11M 0.14% -460 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,201 $2.09M 0.15% +235 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 6,188 $2.09M 0.87% -4,484 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,184 $2.09M 0.22% +2,575 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,162 $2.08M 0.57% +3,109 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 6,153 $2.08M 1.33% +205 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,148 $2.08M 0.04% -2,354 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,887 $2.06M 0.15% +211 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 6,094 $2.06M 0.55% +3,438 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 6,074 $2.05M 0.89% +4,202 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 6,072 $2.05M 0.65% -42 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 6,061 $2.05M 1.79% -5,179 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,053 $2.05M 0.44% -5 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,018 $2.03M 0.08% +4,745 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,017 $2.03M 0.26% +1,489 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,005 $2.03M 1.09% -250 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 6,000 $2.03M 0.06% new 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,998 $2.03M 0.14% +2,120 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,992 $2.02M 0.04% -1,344 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,513 $2.02M 0.2% +218 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,972 $2.02M 0.22% -2,895 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,941 $2.01M 1.23% -510 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,932 $2M 0.41% +1,364 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,871 $1.98M 0.08% +5,058 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 5,857 $1.98M 1.64% +52 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,815 $1.96M 0.09% +703 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,761 $1.95M 0.13% +481 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,750 $1.94M 0.81% +630 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,750 $1.94M 0.11% -430 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,736 $1.94M 0.72% -3,519 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,725 $1.93M 0.31% +220 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,708 $1.93M 0.1% +595 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,682 $1.92M 0.11% +3,262 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,677 $1.92M 0.35% -7 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,646 $1.91M 0.44% +109 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 5,643 $1.91M 0.36% +1,768 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,630 $1.9M 0.22% -10 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 5,186 $1.9M 0.41% +4,269 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,599 $1.89M 0.04% +1,906 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,592 $1.89M 0.15% -1,405 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,585 $1.89M 0.22% +697 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 5,564 $1.88M 0.17% +3,523 13F-HR Timeline Group Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 5,558 $1.88M 0.4% new 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 5,520 $1.86M 0.24% -1,470 13F-HR/A Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 5,506 $1.86M 1.1% -94 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,506 $1.86M 0.33% -6,253 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,502 $1.86M 0.31% +15 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 5,493 $1.86M 0.86% -17 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 5,492 $1.86M 1.53% -244 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 5,491 $1.86M 1.7% +2,991 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 5,490 $1.85M 0.12% -73 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,488 $1.85M 0.99% -326 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,578 $1.85M 0.15% +1,329 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,462 $1.85M 0.24% +938 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 5,455 $1.84M -4,527 Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,426 $1.83M 0.1% +2,726 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,421 $1.83M 0.23% -54 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 5,411 $1.83M 0.31% +273 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,555 $1.82M 0.24% +88 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,380 $1.82M 0.05% -339 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,351 $1.81M 0.27% -6,297 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 5,350 $1.81M 1.03% +4,366 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,781 $1.81M 0.68% +157 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 5,345 $1.81M 2.54% +2,351 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,345 $1.81M 0.01% +2,155 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 5,342 $1.8M 1.25% -1,932 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,324 $1.8M 0.12% +480 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 5,311 $1.79M 1.72% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,305 $1.79M 0.24% +61 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 5,300 $1.79M 0.69% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,296 $1.79M 0.38% +237 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,298 $1.79M 0.09% -1,981 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,288 $1.79M 0.19% -1,283 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,274 $1.78M 0.62% -1,303 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 5,272 $1.78M 0.72% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,271 $1.78M 0.68% +1,658 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,269 $1.78M 0.1% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,261 $1.78M 0.12% +706 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 5,257 $1.78M 0.91% +300 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 5,251 $1.77M 0.01% -997 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,246 $1.77M 0.67% -59 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 5,242 $1.77M 0.38% +580 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,477 $1.76M 0.27% +2,764 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,215 $1.76M 0.11% -2,580 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,206 $1.76M 0.07% +2,070 13F-HR/A Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,179 $1.75M 0.76% +1,955 13F-HR/A Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,177 $1.75M 0.89% +4,121 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,886 $1.75M 0.11% +346 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 5,170 $1.75M 0.03% -6,830 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,155 $1.74M 0.06% -921 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,154 $1.74M 0.21% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,150 $1.74M 0.21% -700 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,150 $1.74M 0.31% +836 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 5,147 $1.74M 0.54% +1,676 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,142 $1.74M 0.26% +605 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 5,130 $1.73M 0.96% +362 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,129 $1.73M 0.04% +2,121 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,111 $1.73M 0.13% +2,460 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 5,103 $1.72M 1.24% +129 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 5,103 $1.72M 0.15% -7,417 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 5,100 $1.72M 0.03% +3,900 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,088 $1.72M 0.05% +2,426 13F-HR Timeline ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNY… More: the full row for ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. 5,084 $1.72M 0.58% 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,078 $1.72M 0.28% -172 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,074 $1.71M 0.17% +1,539 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,069 $1.71M 0.64% -188 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,060 $1.71M 0.08% +98 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,049 $1.71M 0.12% -1,263 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,033 $1.7M 0.12% +4,084 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,022 $1.7M 0.27% -7,682 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,021 $1.7M 0.06% +1,179 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,013 $1.69M 1.1% +1,771 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 5,008 $1.69M 0.51% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,004 $1.69M 0.19% -101 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 5,000 $1.69M 0.42% -1,000 13F-HR Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 5,000 $1.69M 1.48% 0 13F-HR/A Timeline Fund 1 Investments, LLC in group Fund 1 Investments, LLC More: the full row for Fund 1 Investments, LLC 5,000 $1.69M 0.22% -39,000 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 5,000 $1.69M 0.89% +3,000 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,975 $1.68M 0.1% +1,419 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,957 $1.68M 0.06% -2,818 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,944 $1.67M 0.43% -223 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 4,932 $1.67M 0.26% -973 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 4,925 $1.66M 0.37% -3,370 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,909 $1.66M 0.46% +648 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 4,905 $1.66M 1.57% -960 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 4,897 $1.65M 0.02% -593 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,878 $1.65M 0.28% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,877 $1.65M 0.12% +2,589 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,869 $1.64M 1.09% +13 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,861 $1.64M <0.01% +1,217 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 4,851 $1.64M 0.98% +3,778 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,845 $1.64M 0.62% -1,036 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,839 $1.63M 0.27% +1,410 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,818 $1.63M 0.57% -434 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,805 $1.62M 0.12% +166 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 3,380 $1.61M 0.99% +2,042 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,766 $1.61M 0.42% +33 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,734 $1.6M 0.14% +1,445 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,731 $1.6M 0.25% +698 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,726 $1.6M 0.06% +174 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,719 $1.59M 0.49% +2 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,902 $1.59M 0.87% -24 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,764 $1.58M 0.19% +1,547 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 4,686 $1.58M 0.28% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,671 $1.58M 0.39% +1,770 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 4,660 $1.57M 1.6% +196 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,657 $1.57M 0.39% +101 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,624 $1.56M 0.62% +165 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,622 $1.56M 0.53% -694 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,618 $1.56M 0.07% +737 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,606 $1.56M 0.65% +533 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 4,600 $1.55M 0.08% +2,600 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,581 $1.55M 1.07% +1,180 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,574 $1.55M 0.74% +51 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,557 $1.54M 0.33% +172 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,534 $1.53M 0.1% -472 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 4,527 $1.53M 1.22% -1,151 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,509 $1.52M 0.67% -6,720 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,504 $1.52M 0.14% +351 13F-HR Timeline ARVEST INVESTMENTS, INC. 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