Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14,109 $979K 0.04% +214 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 14,096 $979K 0.08% -6 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 14,093 $978K 0.32% +520 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 14,061 $976K 0.22% -1,360 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 14,058 $976K 0.06% +171 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 14,054 $976K 0.28% +115 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 13,576 $975K 0.37% +402 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,030 $974K 0.14% -21 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 14,016 $973K 0.23% +62 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 14,000 $972K 0.34% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 13,997 $972K 0.1% +911 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 13,963 $969K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13,962 $969K 0.12% +879 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 13,934 $967K 0.04% -330 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 13,763 $966K 0.07% +3,828 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 13,903 $965K 0.34% +4,774 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,884 $964K 0.06% +928 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 13,876 $963K 0.05% +1,218 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 13,869 $963K 0.21% -7,747 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,860 $962K 0.31% +22 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 13,834 $960K 0.01% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 13,830 $960K 0.23% -14,591 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 13,796 $958K 0.15% +11 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 13,557 $956K 0.36% -283 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 13,762 $955K 0.22% -3,738 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 13,744 $954K 0.1% 13F-HR/A Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 13,740 $954K 0.03% -118 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 13,733 $953K 0.14% -133 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 13,714 $952K 0.26% new 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 13,711 $952K 0.09% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 13,705 $951K 0.75% -25 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 13,678 $950K 0.24% -4 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 13,676 $949K 0.1% -222 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 13,648 $947K 0.32% +71 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 13,611 $945K 0.03% -478 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 13,582 $943K 0.11% -2,715 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 13,006 $942K 0.22% +136 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,538 $940K 0.09% +193 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 13,532 $939K 0.34% -13 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 13,475 $935K 0.11% +1,352 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 13,460 $934K 0.85% -8 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 13,452 $933K 0.42% +263 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 13,436 $933K 0.18% -172 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 13,398 $929K 0.02% -31,500 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 13,383 $929K 0.09% -44,296 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 13,364 $928K 0.1% +2,258 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 13,330 $925K 0.03% +271 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 13,308 $924K 0.11% 0 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 12,500 $924K 0.16% 0 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 13,295 $923K 0.64% -3,216 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 13,241 $919K 0.23% -193 13F-HR Timeline Gallo Partners, LP More: the full row for Gallo Partners, LP 13,231 $918K 0.6% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 13,206 $917K 0.22% -21 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 13,160 $914K 0.12% +13 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,157 $913K 0.11% +862 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 13,092 $909K 0.05% -1,122 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 13,091 $909K 0.91% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 13,018 $904K 0.31% -24 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 13,017 $904K 0.22% +647 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 13,006 $903K 0.31% -1,406 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 13,000 $902K 0.15% -961 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 12,985 $901K 0.34% +1,938 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 12,943 $898K 0.1% new 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 12,941 $898K 0.31% +212 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12,840 $891K 0.12% -9,726 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 12,831 $891K 0.71% +2,698 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,793 $888K 0.05% +1,891 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 12,755 $885K 0.16% -2,474 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,722 $883K 0.04% +8,339 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 12,713 $883K 0.22% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 12,686 $881K 0.03% +75 13F-HR/A Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 12,665 $879K 0.4% +699 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 12,643 $878K 0.5% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 12,609 $875K 0.28% +94 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 12,608 $875K 0.28% +70 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 12,577 $873K 0.07% -539 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 12,564 $872K 0.67% -26 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 12,434 $870K 0.15% new 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 12,448 $864K 0.06% -518 13F-HR/A Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 12,437 $863K 0.07% -855 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,499 $856K 0.07% +2,694 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12,309 $854K 0.18% +4,352 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 12,309 $854K 0.54% +250 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 12,294 $853K 0.54% -2,829 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 12,275 $852K 0.54% -156 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 12,248 $850K 0.12% +16 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 12,221 $848K 0.41% +169 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,204 $847K 0.09% -2,444 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 12,195 $847K 0.27% -1,485 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 12,176 $845K 0.05% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 12,165 $844K 0.4% +280 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 12,132 $842K 0.07% +6 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 12,131 $842K 0.29% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 12,114 $841K 0.07% +7,645 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 12,112 $841K 0.25% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 12,112 $841K 0.12% +105 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 12,096 $840K 0.31% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12,076 $838K 0.04% +620 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,167 $835K 0.16% -332 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 12,000 $833K 1.67% -3,800 13F-HR/A Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 12,000 $833K 0.34% 0 13F-HR/A Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 11,994 $833K 0.06% +88 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 11,976 $831K 0.3% +1,285 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 11,950 $830K 0.44% -1,799 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 11,938 $829K 0.14% -2,802 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11,871 $824K 0.01% +1,070 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 11,848 $822K 0.04% -2,050 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 11,839 $822K 0.28% -27 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,808 $820K 0.15% -164 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 11,805 $820K 0.08% +188 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 11,772 $817K 0.45% +454 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 11,759 $816K 0.46% +280 13F-HR Timeline Bell Bank More: the full row for Bell Bank 11,737 $815K 0.04% +1,818 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 11,718 $813K 0.4% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 11,705 $813K 0.13% +342 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 11,701 $812K 0.27% +874 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 11,681 $811K 0.11% -86 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 11,645 $808K 0.76% 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 11,591 $805K 0.2% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 11,573 $803K 0.08% -37,700 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 11,563 $803K 0.3% -418 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 11,560 $802K 0.28% +200 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 11,551 $802K 0.3% +7 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 11,508 $799K 0.19% -440 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 11,504 $799K 0.57% -65 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 11,503 $799K 0.09% +6,825 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 11,467 $796K 0.33% +443 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 11,426 $793K 0.02% -908 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 11,408 $792K 0.17% +68 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 11,358 $788K 0.05% -33 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 11,357 $788K 0.06% -533 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 11,346 $788K 0.34% -49 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 11,323 $786K 0.06% -96 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 11,307 $785K 0.09% -260 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 11,294 $784K 0.52% 0 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 11,296 $784K 0.09% -398 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 11,284 $783K 0.03% +1,564 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,251 $781K 0.48% +1 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 11,241 $781K 2.53% -1,900 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 11,202 $778K 0.38% +107 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 11,170 $775K 0.12% +99 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 11,169 $775K 0.09% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 11,162 $775K 0.23% -42 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 11,154 $774K 0.43% +149 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 11,088 $770K 0.09% +1,424 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,053 $767K 0.05% -358 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 11,000 $764K 1.25% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 10,985 $763K 0.16% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 10,923 $758K 0.21% -403 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 10,904 $757K 0.01% 0 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 10,863 $754K 0.21% +430 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 10,855 $754K 0.6% -296 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 10,851 $753K 0.31% +5,715 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 10,847 $753K 0.1% +210 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 10,840 $753K 0.02% -746 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 10,820 $751K 0.18% -400 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 10,795 $749K 0.05% +205 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 10,780 $748K 0.21% +3,489 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 10,772 $748K 0.11% +393 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 10,770 $748K 0.27% 0 13F-HR Timeline Group Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 10,747 $746K 0.12% +4 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 10,741 $746K 0.09% -159 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 10,700 $743K 0.46% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 10,682 $742K 0.12% +57 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 10,672 $741K 0.63% +324 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,671 $741K 0.01% -103 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 10,636 $738K 0.32% +75 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,628 $738K 0.56% +60 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 10,570 $734K 0.02% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 10,562 $733K 0.21% -626 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 10,560 $733K 0.04% -351 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 10,537 $731K 0.11% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 10,527 $731K 0.01% +6,133 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10,516 $730K 0.1% +244 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,511 $730K 0.03% -106 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,789 $730K 0.11% +371 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 10,495 $729K 0.18% -827 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10,489 $728K 0.27% -152 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 10,449 $725K 0.3% +372 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 10,442 $725K 0.1% -1,974 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 10,433 $724K 0.69% -17 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 10,417 $723K 0.41% -15 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 10,406 $722K <0.01% new 13F-HR/A Timeline Group City State Bank More: the full row for City State Bank 10,401 $722K 0.23% -246 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 10,384 $721K 0.28% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 10,380 $721K 0.04% +95 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 10,366 $720K 0.12% +125 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,365 $720K 0.02% +776 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 10,316 $716K 0.54% +14 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10,308 $716K 0.65% -399 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 10,303 $715K 0.36% +3 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 10,251 $712K 0.25% +200 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,183 $707K 0.03% -598 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 10,147 $704K 0.29% -93 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 10,140 $704K 0.35% +389 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 10,135 $704K 0.25% +290 13F-HR Timeline RTD Financial Advisors, Inc. 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