NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 5,350 $968K 0.08% +1,338 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,309 $967K 0.02% -6,189 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 5,335 $965K 0.08% +688 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,320 $962K 0.27% +116 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 5,316 $962K 0.12% -163 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 5,298 $958K 0.69% -212 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,282 $956K 0.32% +97 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 5,258 $951K 0.05% -2,816 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 5,245 $949K 0.05% -419 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 5,230 $946K 0.1% -167 13F-HR Timeline Group Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 5,224 $945K 0.18% +964 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 5,223 $945K 0.24% +522 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,217 $944K 0.01% +1,325 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 5,209 $942K 0.46% +72 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,208 $942K 0.57% +53 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,214 $942K 0.04% +230 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,207 $942K 0.38% +96 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,203 $941K 0.05% +429 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,202 $941K 0.07% -743 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,202 $941K 0.09% +250 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,182 $938K 0.19% +94 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 5,178 $937K 0.71% +235 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,136 $937K 0.08% -138 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 5,175 $936K 0.85% -334 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 5,173 $936K 0.33% +76 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,166 $935K 0.09% -1,546 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,121 $926K 0.2% +244 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,118 $926K 0.1% -382 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 5,113 $925K 0.39% -34 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,107 $924K 0.03% +106 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 5,086 $920K 1.12% +218 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 5,080 $919K 0.16% -375 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,076 $918K 0.4% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,067 $917K 0.05% -87,298 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 5,050 $914K 0.12% +74 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 5,017 $908K 0.91% -198 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,012 $907K 0.03% -454 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,009 $906K 0.42% +2,800 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,005 $905K 0.08% -1,322 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,001 $905K 0.04% +555 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 5,000 $905K 0.01% 0 13F-HR Timeline YACKTMAN ASSET MANAGEMENT LP More: the full row for YACKTMAN ASSET MANAGEMENT LP 5,000 $905K 0.01% -900 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,987 $903K 0.09% +1,826 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,873 $900K 0.08% +397 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 4,970 $899K 0.04% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,968 $899K 0.4% -65 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,961 $897K 0.43% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,948 $895K 0.22% +46 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,942 $894K 0.1% -467 13F-HR/A Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,935 $893K 0.19% -2 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 4,924 $891K 0.53% 0 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 4,920 $890K 0.77% 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,920 $890K 0.5% -72 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,900 $886K 0.17% +100 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,900 $886K 1.01% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,899 $886K 0.19% +727 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4,641 $886K 0.18% -204 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,895 $886K 0.67% +18 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,892 $885K 0.11% +1,723 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,888 $884K 0.18% -242 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,332 $882K 0.14% -272 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,830 $881K 0.4% +560 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,857 $879K 0.02% -34 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,855 $878K 0.04% +4 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,848 $877K 0.12% -46 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,846 $877K 0.04% +301 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,831 $874K 0.15% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,828 $873K 0.14% +2,628 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,828 $873K 0.66% +1,610 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,802 $869K 0.05% +1,037 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 4,800 $868K 0.62% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,795 $867K 0.3% -3 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 4,781 $865K 0.29% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,773 $863K 0.51% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,746 $859K 0.29% +16 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,735 $857K 0.18% -1,001 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 4,722 $854K 0.52% -145 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,717 $853K 0.16% +27 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 5,455 $852K 0.23% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 4,700 $850K <0.01% +1,500 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,681 $847K 0.08% -263 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,675 $846K 0.03% -6,113 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,674 $846K 0.15% +459 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 4,759 $846K 0.11% +10 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,663 $844K 0.11% -182 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,661 $843K 0.26% +1 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 4,653 $842K 0.05% -40 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,637 $839K 0.29% +50 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,636 $839K 0.05% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,625 $837K 0.29% +660 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,607 $833K 0.45% +363 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,606 $833K 0.09% -15 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,602 $833K 0.06% -333 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,577 $828K 0.19% +420 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 4,540 $828K 0.36% +300 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,572 $827K 0.43% -404 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,568 $826K 0.17% -25 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,561 $825K 0.42% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,560 $825K 0.14% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,530 $820K 0.04% -229 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,529 $819K 0.04% +17 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,528 $819K 0.02% -84 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,523 $818K 0.16% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,518 $817K 0.16% +180 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,510 $816K 0.53% +114 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 4,508 $815K 0.73% -4,790 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 4,471 $809K 0.45% -2,373 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,466 $808K 0.06% +174 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,465 $808K 0.25% -151 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,464 $808K 0.46% -65 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,464 $808K 0.35% -125 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,455 $806K 0.04% +66 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 4,456 $806K 0.49% +9 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,455 $806K <0.01% +4 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,453 $806K 0.13% -149 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 4,447 $805K 0.23% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,463 $804K 0.02% -1,172 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,443 $804K 0.06% -22 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,442 $804K 0.22% +10 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,431 $802K 0.04% -17 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,427 $801K 0.09% -32 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,424 $800K 0.37% -235 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,424 $800K 0.11% -8,030 13F-HR Timeline Group Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 4,421 $800K 0.61% -32 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,420 $800K 0.64% -150 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,377 $798K 0.08% +243 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,399 $796K 0.01% -155 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,396 $795K 0.05% -181 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 4,391 $794K 0.36% +32 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,387 $794K 0.08% +1,667 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,386 $793K 0.04% 0 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 4,354 $788K 0.4% +253 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 4,349 $787K 1.04% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,348 $787K 0.11% +20 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,345 $786K 0.19% -9,119 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,340 $785K 0.13% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,340 $785K 0.07% +26 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 4,322 $782K 0.55% -160 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,320 $781K 0.08% +334 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,310 $780K 0.11% -32 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 4,287 $776K 0.53% +190 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 4,285 $775K 0.01% +431 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 4,276 $774K 0.09% -207 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,269 $772K 0.14% +39 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,995 $771K 0.23% -144 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 4,261 $771K 0.57% +418 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,261 $771K 0.04% -22 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 4,252 $769K 0.35% 0 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 4,250 $769K 0.38% -25 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 4,241 $767K 0.06% -96 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,241 $767K 0.44% -38 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 4,241 $767K 0.24% +82 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,227 $766K 0.01% -962 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,229 $765K 0.09% -501 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,229 $765K 0.02% +1,610 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,227 $765K 0.04% +105 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 4,223 $764K 0.18% 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,219 $763K <0.01% -120 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 4,214 $762K 0.05% +141 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,206 $761K 0.02% -670 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,201 $760K 0.04% -312 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 4,200 $760K 0.03% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,200 $760K 0.52% -706,762 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 4,200 $760K 0.6% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,199 $760K 0.14% -4,885 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 4,199 $760K 0.14% 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,198 $759K 0.04% -226 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,185 $757K 0.08% -46 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,171 $755K 0.35% -43 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,170 $754K 0.11% -2,661 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 4,164 $753K 0.11% -1,012 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,162 $753K 0.23% -1,303 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,159 $753K 0.17% +151 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,898 $752K 0.26% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,155 $752K 0.11% -58 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 4,152 $751K 0.08% -25 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 4,144 $750K 0.59% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,139 $749K 0.35% +4 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,137 $748K 0.12% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,128 $747K 0.08% +168 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 4,112 $744K 0.05% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,110 $744K 0.3% 0 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,105 $743K 0.07% +198 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,098 $741K 0.21% -350 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 4,089 $740K 0.08% -417 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,080 $738K <0.01% 0 13F-HR Timeline Group Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,075 $737K 1.04% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 4,066 $736K 0.11% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,059 $734K 0.14% -27 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,042 $731K 0.29% -198 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 4,035 $730K 0.04% +215 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,032 $729K 0.04% -549 13F-HR Timeline Boit C F David More: the full row for Boit C F David 4,020 $727K 0.31% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 4,000 $724K 0.06% +1,701 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 4,000 $724K 0.41% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,992 $722K 0.03% +1,365 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,991 $722K 0.11% -560 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,989 $722K 0.28% -370 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,985 $721K 0.09% -59 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,971 $718K 0.22% -833 13F-HR Timeline