Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 10,766 $1.64M 0.23% +240 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 10,760 $1.64M 0.4% +100 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 10,755 $1.64M 0.54% -734 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 10,743 $1.63M 0.21% -657 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 10,646 $1.62M 0.92% +74 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 11,098 $1.62M 0.6% -382 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,613 $1.61M 0.02% -315 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 10,512 $1.61M 0.01% -39,919 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 10,602 $1.61M 0.15% +1,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 10,583 $1.61M 0.8% -120 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 10,582 $1.61M 0.44% +1,527 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 10,483 $1.61M 0.08% -3,314 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,565 $1.61M 0.27% +1,084 13F-HR/A Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 10,515 $1.6M 1.58% 13F-HR/A Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 10,494 $1.6M 1.12% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 10,466 $1.59M 0.61% +3,131 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,423 $1.58M 0.33% +802 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 10,396 $1.58M 0.11% -191 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 10,392 $1.58M 0.24% -1,163 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 10,377 $1.58M 0.54% +27 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 10,272 $1.58M 0.05% -601 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,288 $1.56M 0.03% -223 13F-HR/A Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 10,200 $1.56M 0.24% -993 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 10,271 $1.56M 0.88% -2,050 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 10,268 $1.56M 0.07% -3,503 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 10,267 $1.56M 0.72% -1,075 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 10,267 $1.56M 1.26% 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,261 $1.56M 0.39% new 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 10,201 $1.55M 0.25% +3,175 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 10,192 $1.55M 0.73% -594 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 10,189 $1.55M 0.63% -2 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,177 $1.55M 0.13% +2,270 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 10,140 $1.54M 0.96% -100 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 10,134 $1.54M 0.79% +43 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 10,129 $1.54M 0.01% -956 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10,105 $1.54M 0.71% -120 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 10,097 $1.54M 1.1% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,069 $1.53M 0.12% -2,176 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 10,063 $1.53M 0.3% +97 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,970 $1.53M 0.34% +248 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 10,038 $1.53M <0.01% +1,781 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 9,925 $1.52M 0.12% -1,060 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,995 $1.52M 0.06% +111 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,991 $1.52M 0.14% -6,297 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 9,984 $1.52M 0.58% 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 9,984 $1.52M 0.41% -169 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 9,957 $1.51M 0.38% -45 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,954 $1.51M 0.04% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 9,945 $1.51M 0.79% +65 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 9,929 $1.51M 0.35% -621 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 9,917 $1.51M 1.65% -327 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,895 $1.5M 0.11% -1,501 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,851 $1.5M 0.66% -366 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 9,822 $1.49M 0.28% +295 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 9,807 $1.49M 0.26% +24 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 9,765 $1.48M 0.29% -256 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 9,747 $1.48M 0.17% -392 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 9,709 $1.48M 0.76% +2,196 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 9,685 $1.47M 0.47% -1,048 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,624 $1.47M 0.21% -63 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 9,649 $1.47M 0.89% +1,199 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 9,571 $1.46M 0.27% -374 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9,562 $1.45M 0.33% -29 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,534 $1.45M 0.13% -3,061 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 9,530 $1.45M 0.94% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 9,510 $1.45M 0.48% +807 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 9,486 $1.44M 1.19% +115 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,478 $1.44M 0.11% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 9,463 $1.44M 0.77% 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,461 $1.44M 0.21% +523 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9,457 $1.44M 0.14% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,454 $1.44M 0.08% +431 13F-HR Timeline Group CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 9,454 $1.44M 0.12% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 9,443 $1.44M 0.23% +332 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 9,425 $1.43M 0.91% -175 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 9,421 $1.43M 0.99% -385 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 9,372 $1.43M 0.73% -125 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 9,332 $1.42M 0.49% -337 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 9,311 $1.42M 0.26% -16,139 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,310 $1.42M 0.14% +182 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 9,309 $1.42M 0.8% +565 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 9,300 $1.41M 0.24% 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 9,298 $1.41M 0.08% -1,344 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 9,290 $1.41M 0.58% -1,003 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 9,282 $1.41M 0.37% +313 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 9,270 $1.41M 0.16% -558 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 9,257 $1.41M 0.99% -796 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 9,253 $1.41M 0.43% -1,731 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,809 $1.4M 0.27% +450 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 9,217 $1.4M 0.38% +882 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 9,205 $1.4M 0.15% -250 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 9,201 $1.4M 0.66% -54 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 9,187 $1.4M 0.72% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 9,167 $1.39M 0.71% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 9,143 $1.39M 1.41% 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 9,123 $1.39M 0.12% +37 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 9,123 $1.39M 0.92% 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 9,113 $1.39M 0.5% -30 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 9,090 $1.38M 0.95% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,086 $1.38M 0.38% -1,211 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 9,071 $1.38M 0.06% -111 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 8,989 $1.38M 0.79% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,988 $1.38M 0.1% -427 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 9,034 $1.37M +371 Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 9,011 $1.37M 0.38% -1,200 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 9,008 $1.37M 0.32% -719 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,999 $1.37M 0.2% -83 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 8,991 $1.37M 1.3% 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,980 $1.37M 0.38% +26 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,573 $1.37M 0.07% -3,219 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 8,902 $1.36M 0.37% -100 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 8,915 $1.36M 0.78% +796 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 8,900 $1.35M new Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 9,345 $1.35M 1.36% -133 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 8,865 $1.35M 0.7% -366 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 8,859 $1.35M 0.11% -2,980 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,847 $1.35M 0.4% +1,160 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 8,847 $1.35M 0.66% +275 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,977 $1.33M 0.21% -3,800 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,745 $1.33M 0.34% +96 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 8,721 $1.33M 0.34% +552 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8,707 $1.32M 0.29% +2,684 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 8,697 $1.32M 0.6% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 8,680 $1.32M 0.32% -122 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,679 $1.32M 0.08% -704 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 8,655 $1.32M 0.69% -5,744 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,652 $1.32M 0.11% -209 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 8,639 $1.31M 0.48% +251 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 8,615 $1.31M 0.54% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,613 $1.31M 0.2% -429 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 8,570 $1.3M 0.19% +1,579 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 8,568 $1.3M 0.25% -728 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 8,565 $1.3M 0.48% -49 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 8,560 $1.3M 0.32% -505 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,558 $1.3M 0.62% -97 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 8,529 $1.3M 0.42% +200 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 8,521 $1.3M 0.28% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,514 $1.29M 0.12% -591 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 8,479 $1.29M 0.47% -167 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 8,460 $1.29M 0.7% +219 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 8,431 $1.28M 0.01% -25,205 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 8,423 $1.28M 0.34% +114 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,415 $1.28M 0.08% +3,561 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 8,401 $1.28M 0.01% -160 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 8,395 $1.28M 0.41% +389 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 8,302 $1.27M 0.16% -14 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 8,346 $1.27M 0.65% +4,136 13F-HR Timeline Eliot Finkel Investment Counsel, LLC More: the full row for Eliot Finkel Investment Counsel, LLC 8,340 $1.27M 0.81% -40 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 8,356 $1.27M 0.12% -147 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,338 $1.27M 0.07% +204 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 8,317 $1.26M 0.94% -819 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 8,303 $1.26M 0.41% +267 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,285 $1.26M 1.08% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,240 $1.26M 0.35% +5,880 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 8,266 $1.26M 0.16% +1,000 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 8,265 $1.26M 0.04% -238 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 8,264 $1.26M 1.06% -5,776 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 8,261 $1.26M 0.88% +8 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 8,249 $1.25M 0.08% -14,156 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 8,242 $1.25M 0.36% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 8,233 $1.25M 0.09% -80 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,225 $1.25M 0.16% +1,826 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 8,212 $1.25M 0.61% -1,732 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 8,198 $1.25M 0.16% -329 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 8,170 $1.24M 0.15% -802 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 8,150 $1.24M 0.61% -741 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,149 $1.24M 0.29% +228 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 8,138 $1.24M 1.13% 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 8,130 $1.24M 0.71% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,085 $1.23M 0.05% -103 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,074 $1.23M +127 Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,070 $1.23M 0.09% -376 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 8,040 $1.22M 0.15% -90 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 8,033 $1.22M 0.59% -2,204 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,028 $1.22M 0.37% +19 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,019 $1.22M 0.12% -190 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 8,016 $1.22M 0.94% -100 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 8,011 $1.22M 0.15% -225 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 8,006 $1.22M 0.83% -263 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 8,006 $1.22M 0.3% -328 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 7,992 $1.22M 0.11% -230 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,985 $1.21M 0.2% -1,442 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 7,974 $1.21M 1.12% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,968 $1.21M 0.07% -1,893 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,965 $1.21M 0.52% +1,094 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 7,960 $1.21M 0.61% 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,953 $1.21M 0.92% 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 7,944 $1.21M 0.78% -91 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 7,926 $1.21M 0.07% -2,437 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. 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