Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 11,730 $1.68M 0.78% -53 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 11,724 $1.68M 1.46% 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 11,721 $1.68M 0.16% +162 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 11,710 $1.68M 0.22% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 11,699 $1.68M 0.36% -1,649 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 11,689 $1.68M 0.32% -473 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 11,681 $1.67M 0.64% +1,443 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 11,672 $1.67M 0.55% +85 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 11,659 $1.67M 0.45% -105 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 11,612 $1.66M 0.65% -331 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 11,601 $1.66M 0.62% 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 11,591 $1.66M 0.44% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,582 $1.66M 0.11% -2,556 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 11,582 $1.66M 0.11% -1,846 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 11,581 $1.66M 1.04% +4 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 11,577 $1.66M 0.96% 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 11,500 $1.66M 0.05% -23,990 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,547 $1.65M 0.19% -85 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 11,546 $1.65M 1.13% +50 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 11,538 $1.65M 0.65% -393 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,502 $1.65M 0.12% -5,595 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 11,495 $1.65M 0.24% +329 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,493 $1.65M 0.21% 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 11,474 $1.64M 0.34% +210 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 11,456 $1.64M 0.18% -564 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,448 $1.64M 0.5% -2,277 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 11,446 $1.64M 0.09% -153 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 11,417 $1.64M 0.88% -1,506 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 11,407 $1.63M 1.31% +467 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 11,394 $1.63M 0.04% -7,039 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 11,349 $1.63M 0.62% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 11,337 $1.62M 0.38% -4,306 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 11,330 $1.62M 0.25% +10,247 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,287 $1.62M 0.48% -493 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,265 $1.61M 0.1% +2,187 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 11,265 $1.61M 0.37% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 11,257 $1.61M 0.29% -544 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,252 $1.61M 0.1% -13,406 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 11,239 $1.61M 0.59% -1,064 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 11,230 $1.61M 0.12% -1,965 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 11,227 $1.61M 0.22% -2,361 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 11,201 $1.61M 0.84% -1,433 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 11,197 $1.6M 0.25% -207 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 11,174 $1.6M 0.39% +588 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,168 $1.6M 0.07% +919 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 11,160 $1.6M 0.24% +4,240 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 11,148 $1.6M 0.06% +91 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 11,148 $1.6M 0.3% -1,613 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 11,130 $1.6M 0.98% +1,070 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 11,053 $1.59M 0.02% +10,769 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,089 $1.59M 0.38% +288 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 11,086 $1.59M 0.39% -918 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 11,064 $1.59M 1.04% -229 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 11,050 $1.58M 0.85% -85 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,561 $1.58M 0.3% +101 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 11,046 $1.58M 0.21% 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 11,034 $1.58M 1.21% -823 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 11,015 $1.58M 0.43% +9 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 10,997 $1.58M 0.75% -1,815 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 10,990 $1.57M 0.12% +1,727 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 10,961 $1.57M 0.14% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 10,960 $1.57M 0.76% +802 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10,956 $1.57M 0.38% -20 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 10,952 $1.57M 0.57% +1,341 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,918 $1.56M 0.36% +1,344 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 10,911 $1.56M 0.18% -757 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 10,910 $1.56M 0.39% +1,404 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 10,854 $1.56M 0.21% -2,917 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 10,837 $1.55M 0.02% +7,995 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 10,836 $1.55M 0.22% -14 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 10,818 $1.55M 0.77% -63 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 10,780 $1.54M 0.84% -91 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 10,766 $1.54M 0.63% -121 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 10,765 $1.54M 0.19% -2 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 10,750 $1.54M 0.72% +103 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 10,746 $1.54M 0.44% -15 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 10,715 $1.54M 0.14% +589 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 10,679 $1.53M 0.57% -399 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 10,204 $1.53M 0.37% -901 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 10,670 $1.53M 0.21% +552 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 10,664 $1.53M 0.66% 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 10,618 $1.52M 0.84% -257 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 10,593 $1.52M 1.39% +483 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 10,576 $1.52M 0.69% -440 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10,562 $1.51M 0.29% +1,558 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 10,561 $1.51M 0.37% -474 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 10,537 $1.51M 0.13% +340 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 10,520 $1.51M 0.41% +811 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 10,517 $1.51M 0.8% -1,139 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 10,509 $1.51M 0.08% -537 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 10,501 $1.5M 0.14% -4,158 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 10,498 $1.5M 0.51% -103 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,424 $1.5M 0.17% -2,103 13F-HR Timeline VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 10,466 $1.5M 1.18% -182 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,430 $1.49M 0.06% -2,357 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10,421 $1.49M 0.07% +4,375 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 10,416 $1.49M 0.17% +994 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,402 $1.49M 0.76% -65 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 10,400 $1.49M 0.18% -350 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 10,391 $1.49M 0.44% +1,229 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 10,387 $1.49M 0.27% -411 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 10,386 $1.49M 0.11% +533 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 10,371 $1.49M 0.63% +348 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 10,361 $1.48M 0.37% -320 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 10,360 $1.48M 0.25% -39 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10,345 $1.48M 0.32% -594 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 10,342 $1.48M 0.32% -112 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 10,322 $1.48M 0.36% -928 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,309 $1.48M 0.16% +514 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,306 $1.48M 0.04% -1,656 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 10,302 $1.48M 0.74% +575 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 10,285 $1.47M 0.2% +22 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 9,255 $1.47M 0.52% -106 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 10,272 $1.47M 0.33% +19 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 10,267 $1.47M 0.05% -269 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 10,224 $1.47M 0.62% -354 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 10,212 $1.46M 0.51% -25 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 10,201 $1.46M 0.38% +10 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 10,190 $1.46M 0.55% +52 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 10,177 $1.46M 0.21% -520 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 10,160 $1.46M 0.6% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 10,156 $1.46M 0.41% -970 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 10,151 $1.45M 0.1% +1,591 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,148 $1.45M 0.12% +609 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 10,139 $1.45M 0.71% +9 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 10,138 $1.45M 0.33% +3 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 10,133 $1.45M 0.2% -1,058 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 10,130 $1.45M 0.32% -199 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 10,118 $1.45M 0.4% -345 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 10,112 $1.45M 0.71% -53 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 10,080 $1.44M 0.56% -440 13F-HR/A Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 10,075 $1.44M 0.23% -1,160 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 10,062 $1.44M 0.47% +196 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 10,059 $1.44M 0.04% -8,529 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 10,057 $1.44M 0.51% +111 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 10,056 $1.44M 0.09% -1,191 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,042 $1.44M 1.84% 0 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,040 $1.44M 0.39% -719 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,023 $1.44M 0.16% +193 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 10,021 $1.44M 0.7% 0 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 10,013 $1.44M 0.09% +1,566 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 9,133 $1.43M 0.64% -43 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 9,996 $1.43M 0.65% +6,725 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 9,985 $1.43M 0.23% +1,061 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 10,137 $1.42M 0.89% -190 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 9,939 $1.42M 0.51% +55 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 9,935 $1.42M 0.24% +32 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 9,935 $1.42M 0.57% +100 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 9,920 $1.42M 0.4% -264 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,920 $1.42M 0.15% -635 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 9,892 $1.42M 1.22% +918 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 9,871 $1.41M 0.28% +2,758 13F-HR/A Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 9,851 $1.41M 1.08% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 9,841 $1.41M 0.43% +515 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 9,937 $1.41M 0.72% +79 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 9,834 $1.41M 0.51% +3 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 9,820 $1.41M 0.29% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,816 $1.41M 0.27% -1,511 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 9,806 $1.41M 0.41% -5,270 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,798 $1.4M 0.22% +1,510 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 9,795 $1.4M 1.26% 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 9,771 $1.4M 0.28% -457 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 9,769 $1.4M 0.43% 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 9,704 $1.4M 1.29% -2,365 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 9,750 $1.4M 0.15% -1,790 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,749 $1.4M 0.09% -4,085 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,714 $1.39M 0.12% -88 13F-HR/A Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 9,683 $1.39M 0.06% +20 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 9,676 $1.39M 0.64% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 9,660 $1.38M 0.17% +675 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,656 $1.38M 0.36% -485 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 9,652 $1.38M 0.76% -1,354 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 9,579 $1.37M 0.77% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,558 $1.37M 0.02% -3,515 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 9,555 $1.37M 0.31% -596 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 9,534 $1.37M 0.76% -80 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 9,511 $1.36M 0.05% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. 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