Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 15,796 $2.65M 0.47% +9,973 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,775 $2.64M 0.55% -15,745 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 15,772 $2.64M 0.86% -133 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 15,733 $2.64M 0.24% +51 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 15,730 $2.64M 0.79% -456 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 15,670 $2.63M 1.1% -1 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 15,664 $2.63M 1.19% +4,941 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 15,645 $2.62M 0.6% +18 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 15,643 $2.62M 0.53% +221 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 15,630 $2.62M 0.82% +95 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 15,583 $2.61M 0.39% -6,203 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 15,582 $2.61M 0.15% +775 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 15,576 $2.61M 1.59% -867 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 15,533 $2.6M 0.39% +148 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 15,516 $2.6M 0.24% -17,366 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 15,513 $2.6M 0.39% -194 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 15,479 $2.6M 0.67% -188 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 15,472 $2.59M 1.31% +36 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 15,468 $2.59M 0.24% +2,120 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 15,448 $2.59M 1.53% -666 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 15,405 $2.58M 0.74% -152 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 15,399 $2.58M 0.66% -240 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. J. Goldman & Co LP More: the full row for J. Goldman & Co LP 15,380 $2.58M 0.09% -13,342 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 15,284 $2.56M 0.49% -207 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 15,282 $2.56M 1.75% +100 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 15,268 $2.56M 0.25% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 15,264 $2.56M 0.78% +59 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 15,260 $2.56M 1.03% -15 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15,239 $2.55M 0.21% +3,105 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 15,238 $2.55M 0.14% +1,279 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 15,235 $2.55M 0.06% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 15,228 $2.55M 0.35% +416 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 15,224 $2.55M 1.47% -283 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 15,188 $2.55M 2.79% -460 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 15,174 $2.54M 0.87% -48 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 15,148 $2.54M 0.18% -185 13F-HR Timeline Castellan Group More: the full row for Castellan Group 15,133 $2.54M 1.1% -1,263 13F-HR Timeline CCLA Investment Management More: the full row for CCLA Investment Management 15,135 $2.54M 0.04% +1,077 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 15,123 $2.54M 0.93% 0 13F-HR Timeline Southern Style Financial, Inc. More: the full row for Southern Style Financial, Inc. 15,121 $2.53M 2.05% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 15,100 $2.53M 0.13% +84 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 15,085 $2.53M 0.42% +180 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 15,067 $2.53M 1.35% -240 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 15,062 $2.53M +552 Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 15,048 $2.52M 0.71% -811 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 15,016 $2.52M 0.27% -359 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 15,045 $2.51M 0.19% -300 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 14,969 $2.51M 0.21% -153 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 14,963 $2.51M 0.39% +814 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 14,960 $2.51M 0.59% +290 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 14,945 $2.51M 0.38% +435 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 14,941 $2.5M 0.18% -935 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 14,932 $2.5M 0.39% +1,183 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 14,883 $2.5M 0.03% -1,359 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 15,724 $2.49M 1.08% 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 14,828 $2.49M 0.47% -280 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 14,801 $2.48M 0.16% +1,173 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 14,765 $2.48M 2.4% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 14,760 $2.47M 0.9% -97 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 14,659 $2.46M 0.26% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 14,645 $2.46M 1.58% -290 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 14,630 $2.45M 0.31% -38 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 14,622 $2.45M 0.98% +60 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 14,608 $2.45M 0.59% +49 13F-HR Timeline MONTRUSCO BOLTON INVESTMENTS INC. More: the full row for MONTRUSCO BOLTON INVESTMENTS INC. 14,598 $2.45M 0.03% +53 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 14,592 $2.45M 1.89% +43 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 14,578 $2.44M 1.63% +4,483 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 14,557 $2.44M 0.89% -96 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 14,545 $2.44M 0.01% +7,922 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 14,513 $2.43M 0.27% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 14,504 $2.43M 0.63% -42 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 14,499 $2.43M 0.32% -32 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 14,466 $2.43M 0.27% -1,011 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 14,427 $2.42M 0.22% -349 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 14,423 $2.42M 0.31% -112 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,415 $2.42M 0.08% -2,508 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 14,409 $2.42M 0.26% +784 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 14,393 $2.41M 0.79% -1,717 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 14,377 $2.41M 0.16% -1,656 13F-HR Timeline United Bank More: the full row for United Bank 14,351 $2.41M 1.02% +984 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 88,305 $2.41M 0.8% +51,002 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 14,491 $2.4M 0.08% 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 14,336 $2.4M 0.92% 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 14,333 $2.4M 0.08% -974 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 14,237 $2.39M 1.17% -100 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 14,236 $2.39M 0.47% +444 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 14,214 $2.38M 1.37% -48 13F-HR Timeline GRAND JEAN CAPITAL MANAGEMENT INC More: the full row for GRAND JEAN CAPITAL MANAGEMENT INC 14,212 $2.38M 0.55% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 14,212 $2.38M 0.58% +741 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 14,207 $2.38M 0.51% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 14,201 $2.38M 1.25% +105 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 14,185 $2.38M 0.72% -157 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 14,184 $2.38M 2.05% 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 14,150 $2.37M 1.11% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 14,150 $2.37M 0.24% -5,387 13F-HR Timeline Tikehau Investment Management More: the full row for Tikehau Investment Management 14,060 $2.36M 2.84% -11,983 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 13,607 $2.36M 0.43% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 14,022 $2.35M 0.31% -675 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 14,000 $2.35M 1.52% +39 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 13,969 $2.34M 0.3% +1,612 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 13,937 $2.34M 0.23% -669 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 13,935 $2.34M 1.12% -105 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 13,930 $2.34M 0.37% +154 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 13,896 $2.33M 0.37% -2,327 13F-HR Timeline Group Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 13,888 $2.33M 0.97% +461 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 13,758 $2.31M 0.26% -2,015 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 13,748 $2.3M 0.19% -130 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 13,743 $2.3M 0.41% +68 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 13,706 $2.3M 0.38% +1,620 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 13,696 $2.3M 0.26% -307 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 13,670 $2.29M 1.18% -246 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 13,667 $2.29M 0.74% -772 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 13,666 $2.29M 0.32% -610 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 13,645 $2.29M 1.75% -21 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 13,606 $2.28M 1.05% +1,198 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 13,599 $2.28M 1.15% +10,838 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 13,588 $2.28M 1.35% -975 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 13,712 $2.28M 1.18% -387 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 13,573 $2.28M 0.85% +222 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 13,530 $2.27M 0.55% +61 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 13,523 $2.27M 0.2% +8,813 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 13,509 $2.26M 0.83% -25 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 13,473 $2.26M 0.08% +1,163 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 13,459 $2.26M 0.2% -213 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 13,390 $2.24M 0.1% -13 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 13,325 $2.23M 1.12% -7 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 13,323 $2.23M 0.37% +31 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 13,275 $2.23M 0.49% -673 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 13,265 $2.22M 0.15% -219 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 13,531 $2.22M 1.02% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 13,235 $2.22M 0.47% 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 13,232 $2.22M 1.11% 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 13,497 $2.22M 0.68% +85 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 13,176 $2.21M 0.61% -410 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 13,161 $2.21M 1.98% 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 13,079 $2.19M 1.72% +179 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 13,084 $2.19M 0.23% +909 13F-HR/A Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 13,080 $2.19M 1.03% +119 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 13,072 $2.19M 1.65% +386 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 13,045 $2.19M 0.85% +51 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 12,985 $2.18M 0.76% +91 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 12,976 $2.18M 0.29% -69 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 12,972 $2.17M 0.2% -125 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,969 $2.17M 0.17% +352 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 12,967 $2.17M 1.26% +120 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 12,952 $2.17M 0.24% 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 12,935 $2.17M 0.33% +37 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 12,917 $2.17M 0.56% -243 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 12,893 $2.16M 0.22% +739 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 12,892 $2.16M 0.51% +14 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 12,887 $2.16M 0.61% -32 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 12,884 $2.16M 0.82% -333 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 12,858 $2.16M 1.63% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 12,845 $2.15M 0.22% +8,072 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 12,816 $2.15M 0.64% -543 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 12,796 $2.15M 0.53% -461 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 12,767 $2.14M 0.57% +525 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 12,764 $2.14M 0.09% +150 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 12,762 $2.14M 0.49% +100 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 12,758 $2.14M 0.72% -24,544 13F-HR/A Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 12,747 $2.14M 0.2% -674 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 12,677 $2.13M 0.84% -33 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 12,675 $2.13M 0.72% +1,957 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 12,652 $2.12M 0.59% 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 12,602 $2.11M 0.21% +10,557 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 12,596 $2.11M 1.12% +414 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 12,587 $2.11M 1.45% 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 12,585 $2.11M 1.36% -66 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 12,554 $2.1M 1.28% -4,229 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 12,553 $2.1M 0.02% 0 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 12,533 $2.1M 1.03% -58 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 12,525 $2.1M 1.19% +108 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 12,518 $2.1M 0.3% +135 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 12,508 $2.1M 0.67% -692 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 12,440 $2.09M 0.57% -29 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 12,415 $2.08M 0.84% -500 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 12,410 $2.08M 0.45% -1,151 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 12,837 $2.08M 0.33% -1,886 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 12,393 $2.08M 1.02% +24 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 12,425 $2.08M 2.43% -795 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 12,035 $2.07M 1.4% 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 11,929 $2.07M 0.68% -57 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 12,224 $2.07M 0.29% +50 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 12,282 $2.06M 0.68% +825 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 12,278 $2.06M 0.15% -1,060 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 12,273 $2.06M 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 12,262 $2.06M 0.09% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 12,249 $2.05M 0.16% -700 13F-HR Timeline Stolper Co More: the full row for Stolper Co 12,239 $2.05M 0.68% +81 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,236 $2.05M 0.15% -13,480 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 12,418 $2.05M 0.45% +403 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 12,228 $2.05M 1.43% +13 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 12,220 $2.05M 0.34% +230 13F-HR/A Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 12,820 $2.05M 1.43% +1,375 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 12,840 $2.04M 0.33% +424 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 12,142 $2.04M 0.8% +293 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 12,135 $2.03M 0.49% -1,615 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 12,118 $2.03M 0.45% +31 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 12,116 $2.03M 0.4% -1 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 12,100 $2.03M 0.63% +794 13F-HR Timeline