PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,543 $1.69M 0.2% +50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,536 $1.69M 0.17% +61 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 11,518 $1.69M 0.16% -367 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 11,516 $1.69M 0.24% +139 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,505 $1.69M 0.44% -539 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 11,496 $1.69M 0.56% +1,601 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 11,481 $1.68M 0.37% +970 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 11,467 $1.68M 0.33% -262 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 11,433 $1.68M 0.24% +13 13F-HR Timeline NBH Bank More: the full row for NBH Bank 11,422 $1.67M 0.71% 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 11,400 $1.67M 0.24% -58 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 11,040 $1.67M 0.19% +369 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 11,367 $1.67M 0.17% +53 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 11,328 $1.67M 0.26% +662 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 11,349 $1.66M 0.62% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 11,334 $1.66M 0.05% +1,217 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 11,317 $1.66M 0.83% -100 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 11,286 $1.66M 0.3% +2,858 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 11,259 $1.65M 0.08% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 11,232 $1.65M 0.54% +435 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 11,218 $1.65M 0.02% +500 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 11,205 $1.64M 0.51% -590 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 11,192 $1.64M 0.51% -487 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 11,174 $1.64M 0.4% 0 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 11,160 $1.64M 0.62% +200 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 11,141 $1.63M 0.33% +228 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 11,130 $1.63M 0.41% +4,520 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 11,122 $1.63M 0.85% +5 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 11,078 $1.62M 0.21% +39 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 11,072 $1.62M 0.2% -1,155 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11,068 $1.62M 0.13% -4,183 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 11,067 $1.62M 0.6% -39 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 11,060 $1.62M 0.16% +458 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 11,020 $1.62M 0.34% -927 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 10,999 $1.61M 0.11% -399 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 10,986 $1.61M 0.43% +293 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 10,924 $1.6M 1.07% -62 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 10,921 $1.6M 0.36% -58 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 10,917 $1.6M 0.81% -27 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 10,916 $1.6M 0.49% +2,255 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 10,904 $1.6M 0.68% -57 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 10,875 $1.59M 0.82% -1,065 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,817 $1.59M 0.34% -101 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10,787 $1.58M 0.13% +813 13F-HR Timeline Group Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 10,786 $1.58M 0.82% +786 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,753 $1.58M 0.2% +70 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 10,745 $1.58M 0.22% +3,671 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 10,732 $1.57M 0.43% -647 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 10,731 $1.57M 0.23% +1,078 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 10,724 $1.57M 0.75% +54 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 10,721 $1.57M 0.97% +1,715 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 10,653 $1.56M 0.19% -15 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 10,646 $1.56M 0.35% -3 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 10,645 $1.56M 0.06% +8,023 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 10,643 $1.56M 0.56% -123 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 10,630 $1.56M 0.88% -1,474 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 10,572 $1.55M 0.14% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 10,557 $1.55M 0.53% -292 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 10,546 $1.55M 0.35% -305 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 10,517 $1.54M 0.07% -2,086 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10,507 $1.54M 0.23% -581 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 10,503 $1.54M 0.1% +2,551 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 10,503 $1.54M 0.39% +500 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 10,501 $1.54M 0.14% 0 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 10,527 $1.54M 1.14% +310 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 10,473 $1.54M 0.61% +366 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,469 $1.54M 0.69% -12 13F-HR/A Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 10,326 $1.53M 0.02% +730 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 10,431 $1.53M 0.39% +15 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 10,399 $1.52M 0.81% -55 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 10,382 $1.52M 0.25% -2,098 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 10,374 $1.52M 0.16% -438 13F-HR/A Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 10,112 $1.52M 0.9% -40 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 10,368 $1.52M 0.1% +638 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 35,173 $1.52M 0.2% +375 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 10,347 $1.52M 0.54% +61 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 10,347 $1.52M 0.73% +75 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,309 $1.51M 0.04% +298 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,308 $1.51M 0.09% -5,790 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,301 $1.51M 0.06% +56 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 10,287 $1.51M 0.02% -34,485 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 10,282 $1.51M 0.33% -807 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 10,273 $1.51M 0.22% -602 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 10,273 $1.51M 0.09% +1,407 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 10,246 $1.5M 0.88% -210 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 10,240 $1.5M 0.28% -562 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,239 $1.5M 0.11% +470 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 10,201 $1.5M 0.15% +2,651 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,183 $1.49M 0.22% +2,038 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 10,179 $1.49M 0.72% +805 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 10,171 $1.49M 0.38% -114 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 10,156 $1.49M 0.64% +9 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 10,148 $1.49M 0.78% -1,194 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 10,146 $1.49M 0.3% +4 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 10,034 $1.49M 0.16% -492 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 10,135 $1.49M 0.32% +106 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 10,128 $1.49M 0.34% -236 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10,108 $1.48M 0.4% -11,758 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 10,096 $1.48M 0.01% +3,543 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 10,095 $1.48M 0.29% +152 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 10,095 $1.48M 1.19% +59 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 10,087 $1.48M 0.57% -838 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 10,068 $1.48M 0.27% +509 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,042 $1.47M 1.69% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 10,019 $1.47M 0.45% +1,254 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,017 $1.47M 0.32% new 13F-HR/A Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 10,017 $1.47M 0.61% 0 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 9,992 $1.47M 0.76% -950 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 9,986 $1.46M 0.07% -858 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 9,975 $1.46M 0.42% -293 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 9,970 $1.46M 0.06% -470 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,952 $1.46M 0.1% -904 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,951 $1.46M 0.31% -271 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 9,949 $1.46M 1.26% +716 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 9,943 $1.46M 0.38% +668 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,931 $1.46M 0.13% +251 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 9,917 $1.45M 0.71% +444 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 9,896 $1.45M 0.18% +2,785 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 9,879 $1.45M 0.19% -175 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,862 $1.45M 0.19% -1,346 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9,844 $1.44M 0.33% -1,067 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 9,831 $1.44M 0.17% -1,443 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,830 $1.44M 0.13% -127 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 9,794 $1.44M 0.2% -715 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 9,791 $1.44M 0.74% +16 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 9,736 $1.44M 0.02% +1,873 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 9,768 $1.43M 0.78% -802 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 9,766 $1.43M 0.09% +560 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 9,754 $1.43M 0.26% -2,994 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 9,735 $1.43M 0.18% -2,390 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 9,734 $1.43M 0.11% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 9,732 $1.43M 0.14% +555 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 9,717 $1.42M 0.22% +171 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 9,703 $1.42M 0.1% -477 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 9,698 $1.42M 0.05% +165 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 9,694 $1.42M 0.44% -277 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,683 $1.42M 0.25% +38 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 9,621 $1.41M 0.17% +544 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 9,603 $1.41M 0.18% -1,435 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 9,600 $1.41M 0.75% +52 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 9,567 $1.4M 0.75% -205 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 9,548 $1.4M 0.37% +112 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,532 $1.4M 0.28% +286 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 9,525 $1.4M 0.3% +3,000 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 9,503 $1.39M 0.29% +29 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 9,497 $1.39M 0.27% -1,995 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 11,746 $1.39M 0.33% +4,899 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 9,474 $1.39M 0.09% +6,861 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 9,457 $1.39M 0.49% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 9,439 $1.38M 0.33% -310 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 9,439 $1.38M 0.26% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 9,430 $1.38M 0.15% -1,078 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 9,405 $1.38M 0.4% -729 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 9,396 $1.38M 0.07% 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 9,394 $1.38M 0.76% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 9,385 $1.38M <0.01% new 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 9,381 $1.38M 0.33% -749 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 9,381 $1.38M 0.55% -978 13F-HR Timeline VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 9,369 $1.37M 1.02% -598 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 9,363 $1.37M 0.15% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 9,357 $1.37M 0.16% +70 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 9,347 $1.37M 0.65% -92 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 9,329 $1.37M 0.44% +157 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,315 $1.37M 0.05% +670 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 9,308 $1.36M 0.88% +60 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 9,298 $1.36M 0.11% +63 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,298 $1.36M 0.25% -33 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 9,285 $1.36M 0.05% -193 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 9,268 $1.36M 0.05% +23 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 9,250 $1.36M 0.16% -270 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 9,249 $1.36M 0.25% +1,427 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 9,240 $1.35M 0.38% +140 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 9,193 $1.35M 0.37% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9,178 $1.35M 0.24% -2,178 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 9,174 $1.35M 0.63% +1 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 9,156 $1.34M 0.21% new 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 9,142 $1.34M 0.88% -20 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 9,135 $1.34M 1.09% -414 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,997 $1.34M 0.1% +803 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 9,108 $1.34M 0.13% +145 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 9,105 $1.34M 0.18% -546 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 9,099 $1.33M 0.09% -331 13F-HR Timeline MONTRUSCO BOLTON INVESTMENTS INC. More: the full row for MONTRUSCO BOLTON INVESTMENTS INC. 9,067 $1.33M 0.02% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 9,061 $1.33M 0.09% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9,060 $1.33M 0.12% -395 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 9,056 $1.33M 0.11% -3,762 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 9,050 $1.33M 0.04% +254 13F-HR Timeline Group CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 9,039 $1.33M 0.56% -95 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 9,035 $1.32M 0.18% -472 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 9,021 $1.32M 0.34% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 9,011 $1.32M 0.8% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 9,006 $1.32M 0.76% -120 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 8,993 $1.32M 0.8% +193 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,991 $1.32M 0.3% -304 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 8,963 $1.31M 0.65% -6 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,928 $1.31M 0.29% +114 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 8,919 $1.31M 0.42% +3,066 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 8,909 $1.31M 0.07% +998 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 8,901 $1.31M 0.25% +184 13F-HR/A Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 8,900 $1.31M 0.71% 0 13F-HR Timeline Group