Embree Financial Group More: the full row for Embree Financial Group 12,079 $2.03M 0.35% -75 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 12,068 $2.02M 0.53% +1,297 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 12,047 $2.02M 0.08% -784 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 12,044 $2.02M 1.92% 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12,004 $2.01M 0.19% -73 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 12,352 $2.01M 0.23% -201 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 12,000 $2.01M 1.8% 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 12,031 $2.01M 0.05% 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 11,965 $2.01M 1.23% -231 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 11,956 $2M 0.87% +169 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 11,941 $2M 1.58% -100 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 11,913 $2M 1.62% -87 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 11,912 $2M 0.27% +1,410 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 11,888 $1.99M 1.21% -141 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 11,883 $1.99M 0.13% +190 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 11,869 $1.99M 2.36% -16,010 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 11,853 $1.99M 1.41% -199 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 11,846 $1.99M 1.56% -106 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 11,842 $1.99M 1.38% +2,092 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 11,905 $1.98M 0.05% 13F-HR Timeline Group LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 11,836 $1.98M 0.57% +1,601 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 11,812 $1.98M 0.47% +895 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 11,811 $1.98M 0.35% 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 11,798 $1.98M 0.39% +26 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 11,796 $1.98M 1.52% 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 11,612 $1.97M 0.3% +5,939 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 11,721 $1.97M 0.8% +103 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 11,713 $1.96M 0.86% -1,230 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 11,696 $1.96M 0.68% -47 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,695 $1.96M 0.67% -1,532 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 11,694 $1.96M 0.15% -2,523 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,679 $1.96M 0.08% +393 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 11,658 $1.95M 0.5% +384 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 11,649 $1.95M 0.45% +567 13F-HR Timeline Group Tevis Investment Management More: the full row for Tevis Investment Management 11,633 $1.95M 1.45% +65 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 11,614 $1.95M 0.49% -97 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,606 $1.95M 0.35% +231 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 11,604 $1.95M 1.71% 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 11,632 $1.94M 0.9% -895 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 11,574 $1.94M 1.58% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 11,555 $1.94M 0.9% +453 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 11,540 $1.93M 0.77% -30 13F-HR/A Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 11,526 $1.93M 1.59% +54 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 11,507 $1.93M 0.97% -5 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 11,503 $1.93M 1.3% -54 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,493 $1.93M 0.27% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 11,482 $1.93M 0.48% +33 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 11,482 $1.92M 0.25% -78 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 11,477 $1.92M 1.01% -340 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 11,469 $1.92M 0.31% -3,227 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 11,448 $1.92M 0.9% -740 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 11,411 $1.91M 0.95% +299 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 11,393 $1.91M 2.25% -27 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 11,364 $1.91M 0.6% +221 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 11,297 $1.89M 1.72% 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 11,214 $1.88M 1.2% +38 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,209 $1.88M 0.16% +993 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 11,208 $1.88M 0.32% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 11,199 $1.88M 0.03% +5,819 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 11,199 $1.88M 0.47% new 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 11,179 $1.87M 1.9% new 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 11,177 $1.87M 1.13% 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 11,174 $1.87M 1.15% +42 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 11,161 $1.87M 1.02% -631 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 11,152 $1.87M 0.13% +363 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 11,149 $1.87M 0.44% -844 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 11,129 $1.87M 0.32% -169 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 11,106 $1.86M 1.17% +530 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 11,101 $1.86M 0.51% +192 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 11,096 $1.86M 0.11% -1,123 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 11,093 $1.86M 0.49% -800 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 11,066 $1.86M 0.2% -38 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 11,063 $1.85M 0.42% +139 13F-HR/A Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 11,058 $1.85M 0.06% -18,818 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 11,048 $1.85M 0.5% +25 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 11,026 $1.85M 0.15% 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 11,258 $1.85M 1.05% +713 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 11,127 $1.85M 0.85% 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 10,989 $1.84M 1.18% 0 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 10,965 $1.84M 0.61% +178 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 10,958 $1.84M -7,013 Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 10,936 $1.83M 0.69% -1,183 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 10,898 $1.83M 0.4% +9,653 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 10,891 $1.83M 0.47% +48 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 10,891 $1.83M 1.13% 0 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 10,880 $1.82M 0.32% -36 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,822 $1.81M 1.06% +2,897 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 10,807 $1.81M 0.94% +60 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,799 $1.81M 0.11% +122 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 10,770 $1.81M 0.2% +2,880 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 10,759 $1.8M 0.48% -34 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 10,749 $1.8M 0.31% +5,389 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 10,741 $1.8M 0.48% +96 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 10,732 $1.8M 0.6% +8 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 10,729 $1.8M 0.4% -328 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 10,715 $1.8M 0.16% +620 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 10,705 $1.79M 1.21% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 10,673 $1.79M 1.19% 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 10,649 $1.79M 0.49% 13F-HR Timeline VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 10,649 $1.79M 1.61% 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 10,647 $1.78M 0.39% +244 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,641 $1.78M 0.45% -311 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 10,613 $1.78M 2.61% 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,606 $1.78M 0.52% -29 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 10,596 $1.78M 0.67% -886 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 10,595 $1.78M 0.21% -204 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 10,591 $1.78M 1.02% -73 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 10,576 $1.77M 0.66% +3,181 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 11,202 $1.77M 0.59% +20 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 10,570 $1.77M 0.93% -1,455 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 10,555 $1.77M 0.83% +786 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 10,544 $1.77M 0.33% -45 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 10,535 $1.77M 1.28% -863 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,525 $1.76M 0.53% +195 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 10,471 $1.76M 0.34% +30 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 10,456 $1.75M 0.32% +200 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 10,449 $1.75M 0.64% +840 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 10,440 $1.75M 0.13% -128 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 10,439 $1.75M 0.97% +1,359 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 10,410 $1.75M 0.05% -654 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 10,403 $1.74M 0.33% +82 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 10,398 $1.74M 0.34% +2,026 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 10,335 $1.74M 0.26% +809 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 10,368 $1.74M 0.2% +451 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 10,360 $1.74M 0.14% +3,472 13F-HR/A Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 10,336 $1.73M 1.2% -65 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,333 $1.73M 0.48% -865 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 10,326 $1.73M 0.86% -549 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 10,315 $1.73M 0.54% -4,185 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 10,313 $1.73M 0.66% -61 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 10,306 $1.73M 0.98% -218 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 10,291 $1.73M 0.54% -267 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 10,280 $1.72M 0.16% -177 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 9,612 $1.72M 1.66% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,275 $1.72M 0.28% -2,759 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,268 $1.72M 0.11% -124 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 10,266 $1.72M 0.83% -129 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 10,259 $1.72M 0.06% -1,746 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 10,256 $1.72M 0.38% +71 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 10,237 $1.72M 0.54% -416 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,204 $1.71M 0.27% +480 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 10,184 $1.71M 1.14% -411 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 10,168 $1.7M 0.66% +322 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 10,153 $1.7M 0.19% -117 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 10,125 $1.7M 0.47% +3 13F-HR Timeline Bell Bank More: the full row for Bell Bank 10,122 $1.7M 0.13% +234 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 10,108 $1.69M 1.03% +7 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 10,065 $1.69M 0.26% +298 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 10,050 $1.68M 0.69% +36 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,044 $1.68M 0.14% -980 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,042 $1.68M 2.5% 13F-HR/A Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 10,030 $1.68M 0.2% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 10,027 $1.68M 0.54% -48 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 10,026 $1.68M 0.74% -39 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 10,020 $1.68M 1.7% 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 10,005 $1.68M 0.21% -29 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 10,000 $1.68M 0.36% new 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 9,999 $1.68M 0.56% -592 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 9,988 $1.67M 0.07% -3,871 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 9,969 $1.67M 0.99% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 9,948 $1.67M 0.69% +370 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 9,945 $1.67M 1.06% 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 9,933 $1.67M 0.5% -215 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 9,931 $1.66M 0.62% -396 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 9,897 $1.66M 0.91% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,890 $1.66M 0.24% -420 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 9,882 $1.66M 0.91% +6,328 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,872 $1.66M 0.2% +17 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 9,840 $1.65M 0.08% -1,388 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 9,833 $1.65M 0.95% +1,399 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 9,828 $1.65M 0.34% +7,992 13F-HR/A Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 9,826 $1.65M 0.07% -25 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 9,817 $1.65M 0.3% +288 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 9,792 $1.64M 0.17% 0 13F-HR/A Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 9,764 $1.64M 1.12% -90 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 9,749 $1.63M 0.42% +438 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,746 $1.63M 0.01% +1,848 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 9,739 $1.63M 0.28% +35 13F-HR Timeline Pacific Wealth Strategies Group, Inc. 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More: the full row for CacheTech Inc. 9,708 $1.63M 0.31% +8,473 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,703 $1.63M 0.11% -751 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 9,697 $1.63M 1.09% -45 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 9,682 $1.62M 1.27% 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 9,656 $1.62M 0.07% -343 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 9,641 $1.62M 0.87% +1 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 9,639 $1.62M 0.09% 13F-HR/A Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 9,639 $1.62M 0.11% +2 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,634 $1.62M 0.31% 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 9,626 $1.61M 0.12% -72 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,620 $1.61M 0.23% +12 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 9,617 $1.61M 0.89% +172 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,610 $1.61M 0.06% -495 13F-HR Timeline Group Sulzberger Capital Advisors, Inc. 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