PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 24,236 $1.73M <0.01% -4,426 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 24,206 $1.73M 0.17% +474 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 24,172 $1.73M 0.1% -2,590 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 24,170 $1.73M 0.33% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 24,108 $1.72M 0.29% -121 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 24,096 $1.72M 0.35% -3,819 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 24,044 $1.72M 0.18% +1,165 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 24,003 $1.71M 0.66% +1,328 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 23,934 $1.71M 0.04% -377 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 23,908 $1.71M 0.83% +1,773 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 22,395 $1.71M 0.02% -1,482 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 23,874 $1.7M 0.06% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 23,864 $1.7M 0.14% -349 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 23,768 $1.7M 0.08% +11,345 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 23,742 $1.7M 0.24% +2,415 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 22,655 $1.69M 0.51% +2,050 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 23,730 $1.69M 0.3% -909 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 23,686 $1.69M 0.31% +2,834 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 22,339 $1.69M 0.55% -6,520 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 23,615 $1.69M 0.38% +1,890 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 23,579 $1.68M 6.37% new 13F-HR Timeline Group Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 23,510 $1.68M 1.2% +13,543 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. 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LLC. 23,184 $1.66M <0.01% -16,058 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 23,142 $1.65M 0.37% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 23,111 $1.65M 1.04% +6,411 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 23,105 $1.65M 0.17% +526 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 23,038 $1.64M 0.11% +1,436 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 23,031 $1.64M 0.99% +15 13F-HR Timeline United Bank More: the full row for United Bank 23,005 $1.64M 0.5% +65 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 22,963 $1.64M 0.17% +7,129 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 22,907 $1.64M 0.06% +713 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 22,888 $1.63M 0.39% +42 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 22,877 $1.63M 0.06% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 22,874 $1.63M 0.05% -4,051 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 22,809 $1.63M 0.1% -788 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 22,710 $1.62M 0.79% -1,410 13F-HR Timeline Gilbert & Cook, Inc. 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More: the full row for Fischer Financial Services, Inc. 21,767 $1.55M 0.39% -328 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 21,760 $1.55M 2.93% -5,627 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 21,758 $1.55M 0.38% +3,954 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 21,736 $1.55M 0.39% +1,033 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 21,647 $1.55M 0.7% +5,757 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 21,636 $1.54M 0.06% -2,749 13F-HR Timeline Avantax Planning Partners, Inc. 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More: the full row for Crumly & Associates Inc. 20,983 $1.5M 0.29% +472 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 20,987 $1.5M 0.01% +3,866 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 20,932 $1.49M 0.12% -37 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 20,930 $1.49M 0.11% -2,246 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 20,928 $1.49M 0.31% +3,387 13F-HR/A Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 20,269 $1.49M 0.25% +4,475 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 20,855 $1.49M 0.41% -500 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 20,840 $1.49M 0.17% +9,171 13F-HR Timeline Integrated Financial Solutions, Inc. 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Goldman & Co LP 20,402 $1.46M 0.05% +17,452 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 20,364 $1.45M 0.09% +719 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 20,264 $1.45M 0.95% +1,919 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 20,259 $1.45M 0.06% +1,958 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 20,220 $1.44M 0.19% -650 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 20,214 $1.44M 0.08% +8,650 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 20,190 $1.44M 0.08% -2,747 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 19,444 $1.44M 0.31% -840 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 20,100 $1.44M 0.14% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 20,079 $1.43M 0.74% +2,705 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 20,084 $1.43M 0.02% -12,279 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 19,407 $1.43M 0.03% +1,183 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 20,056 $1.43M 0.01% +817 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 20,030 $1.43M 1% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 20,022 $1.43M 0.23% -13,428 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 20,002 $1.43M 0.1% +2,905 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 20,000 $1.43M 2.28% -20,000 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 19,938 $1.42M 0.03% +1,449 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 19,909 $1.42M 0.09% -1,592 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 19,881 $1.42M 0.28% -377 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 19,879 $1.42M 0.2% +14,806 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 19,865 $1.42M 0.57% +1,980 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 19,810 $1.41M 0.44% +3,900 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 19,732 $1.41M 0.01% +458 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 19,646 $1.4M 0.19% +1,107 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 19,613 $1.4M 0.11% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 19,608 $1.4M 0.04% +3,414 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 19,598 $1.4M 0.22% +1,214 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 19,585 $1.4M 0.65% +2,920 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 19,543 $1.4M 0.34% +13,798 13F-HR/A Timeline Optas, LLC More: the full row for Optas, LLC 19,522 $1.39M 0.2% +743 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 19,416 $1.39M 0.23% -17,400 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 19,242 $1.39M 0.16% +17,281 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 19,354 $1.38M 0.17% +194 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 19,351 $1.38M 0.58% -115 13F-HR Timeline CONNING INC. in group CONNING INC. 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More: the full row for Abbot Financial Management, Inc. 19,097 $1.36M 0.5% +220 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 19,093 $1.36M 0.39% -18 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 19,069 $1.36M 0.41% -21 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 19,030 $1.36M 0.09% -225 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 19,018 $1.36M 0.39% +318 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 19,000 $1.36M 1.21% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 18,989 $1.36M 0.12% +3,664 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 18,300 $1.35M 1.32% -2,240 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 18,901 $1.35M 0.03% -2,192 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 18,793 $1.34M 0.32% -947 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.34M 0.32% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Sun Financial Inc More: the full row for Sun Financial Inc 17,580 $1.34M 0.63% +4,866 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 18,781 $1.34M 0.09% -6,737 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 18,765 $1.34M 0.88% -30 13F-HR Timeline Atlas Brown,Inc. 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