Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,231 $407K 0.12% -811 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 6,210 $405K 0.05% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,162 $402K 0.06% +27 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,156 $402K 0.01% -303 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 6,139 $401K 0.04% +58 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,132 $400K 0.02% +325 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 6,110 $399K 0.09% -1,060 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,105 $398K 0.03% -169 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 6,093 $398K 0.08% +45 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 6,080 $397K 0.23% -3,675 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 6,051 $395K 0.4% -83 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,025 $393K 0.02% -732 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 6,022 $393K 0.36% -7,788 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,010 $392K 0.07% -718 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,995 $391K 0.01% +826 13F-HR Timeline Wealth Management Associates, Inc. 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Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 5,884 $383K 0.32% +625 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,859 $382K 0.03% +171 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,850 $382K 0.14% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 5,850 $382K 0.08% -500 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 5,835 $381K 0.11% -12,313 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,818 $380K 0.09% +2,933 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for Rodgers Brothers Inc. 5,528 $361K 0.05% -62 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,520 $360K 0.02% -592 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 5,514 $360K 0.35% -359 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,493 $358K 0.04% +277 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,425 $354K 0.1% -900 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 5,420 $354K 0.17% -50 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,415 $353K 0.07% -14,392 13F-HR Timeline Group SMITH, MOORE & CO. 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Coons Advisors, LLC 5,323 $347K 0.09% +200 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,304 $346K 0.04% -215 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 5,300 $346K 0.09% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,300 $346K 0.14% +364 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,298 $346K 0.07% +132 13F-HR/A Timeline MIZUHO FINANCIAL GROUP INC group of 2 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 5,290 $345K +1,325 Timeline Columbia Asset Management More: the full row for Columbia Asset Management 5,280 $345K 0.07% -570 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. 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More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,006 $327K 0.03% -103 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,002 $326K 0.2% -500 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,000 $326K 0.04% +200 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 5,000 $326K 0.11% 0 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 4,999 $326K 0.03% +479 13F-HR Timeline Group Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 4,951 $323K 0.24% -1,862 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,951 $323K 0.01% +30 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 4,943 $323K <0.01% -2,498 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,930 $322K 0.02% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,910 $320K 0.04% -50 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,873 $318K 0.02% -173 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 4,865 $317K 0.26% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,861 $317K 0.24% +4,323 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,859 $317K 0.22% -40 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,848 $316K 0.21% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,823 $315K 0.14% +3,184 13F-HR/A Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,810 $314K 0.06% -440 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 4,801 $313K 0.11% +566 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,799 $313K 0.09% -331 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,798 $313K 0.02% -998 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,768 $311K 0.07% +100 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,757 $310K 0.03% -293 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,752 $310K 0.08% +4,150 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,723 $308K 0.03% -609 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,716 $308K 0.34% new 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,691 $306K 0.02% -164 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 4,695 $306K 0.06% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,685 $306K 0.01% -2,274 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,675 $305K 0.02% -172 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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More: the full row for Davies Financial Advisors, Inc. 4,529 $296K 0.25% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,522 $295K 0.13% -300 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,511 $294K 0.03% new 13F-HR/A Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,501 $294K 0.04% +275 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,496 $293K 0.02% -264 13F-HR Timeline CALTON & ASSOCIATES, INC. 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More: the full row for Fairbanks Capital Management, Inc. 4,000 $261K 0.17% new 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 4,000 $261K 0.05% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,000 $261K 0.1% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,000 $261K 0.04% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,996 $261K 0.07% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,983 $260K <0.01% -448 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,965 $259K 0.03% -107 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 3,952 $258K 0.07% +307 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,940 $257K 0.02% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,936 $257K 0.01% -28 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,929 $256K 0.02% -296 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,928 $256K 0.12% -100 13F-HR Timeline Bard Financial Services, Inc. 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More: the full row for Savvy Advisors, Inc. 3,756 $245K 0.02% +232 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,752 $245K 0.22% new 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 3,750 $245K 0.19% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,747 $245K 0.01% +157 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 3,747 $244K 0.05% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,746 $244K 0.1% -1,456 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,732 $244K 0.01% +976 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 3,725 $243K <0.01% -219,980 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,725 $243K 0.11% -1,947 13F-HR Timeline