Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 36,819 $24.6M 11.75% +7,257 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 36,676 $24.4M 2% -8,071 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 36,656 $24.4M 1.35% +22 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 36,566 $24.4M 1.25% +14,104 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 36,452 $24.3M 0.13% -1,146 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 36,439 $24.3M 0.99% -3,127 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 36,352 $24.2M 7.21% -2,343 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 36,232 $24.1M 1.7% -206 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 37,158 $24.1M 9.69% +19,303 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 35,798 $23.8M 3.39% -1,333 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 35,670 $23.8M 0.78% +6,170 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 35,310 $23.5M 9.09% +1,605 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 34,968 $23.3M 14.29% -84 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 34,947 $23.3M 6.89% -979 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 34,914 $23.3M 4.48% -5,629 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 34,896 $23.2M 2.65% +8,042 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 34,865 $23.2M 0.49% +5,224 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 34,863 $23.2M 4.05% +190 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 34,791 $23.2M 6.27% -1,459 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 34,776 $23.2M 11.98% -2 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 34,646 $23.1M 0.46% +964 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 34,642 $23.1M 1.11% -110 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 34,577 $23M 0.22% -1,857 13F-HR Timeline Group JCP Investment Management, LLC in group JCP Investment Management, LLC More: the full row for JCP Investment Management, LLC 34,547 $23M 15.08% +2,035 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 34,417 $23M 0.3% -23 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 34,442 $22.9M 14.74% -1,953 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 34,370 $22.9M 1.37% -536 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 34,248 $22.9M -110 Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 34,151 $22.8M 0.04% -36,765 13F-HR Timeline Group AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 34,266 $22.8M 0.06% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 34,176 $22.8M 1.54% +665 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 34,135 $22.7M 0.85% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 34,085 $22.7M 6.71% +3,970 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 33,959 $22.6M 3.47% +613 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 33,857 $22.6M 15.9% +212 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 33,830 $22.5M 1.56% -2,229 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 33,783 $22.5M 8.1% -446 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 33,564 $22.4M 16.33% -46 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 33,584 $22.4M 7.96% 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 33,466 $22.3M 0.62% -309 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 33,373 $22.2M 3.35% -487 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 33,106 $22.2M 9.8% +238 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 33,214 $22.1M 1.39% +3,758 13F-HR Timeline Tikvah Management LLC in group Tikvah Management LLC More: the full row for Tikvah Management LLC 33,104 $22.1M 6.51% 0 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 32,975 $22M 1.97% +1,045 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 32,925 $21.9M 0.04% +1,597 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 32,921 $21.9M 3.11% -49 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 32,921 $21.9M 4.84% +1,217 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 32,908 $21.9M 19.41% +11,670 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 32,874 $21.9M 5.13% +671 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 32,758 $21.9M 0.52% +702 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 32,795 $21.8M 13.4% +1,229 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 32,716 $21.8M 1.92% -189 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 32,709 $21.8M 11.94% +64 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 32,892 $21.8M 2.9% -1,366 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 32,639 $21.7M 0.02% -492 13F-HR Timeline Group Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 32,600 $21.7M 19.92% -3,728 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 32,570 $21.7M 4.23% +1,900 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 32,469 $21.7M 4.49% +200 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 32,449 $21.6M 2.2% -363 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 32,411 $21.6M 41.05% -80,801 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 32,414 $21.6M 6.17% -16,942 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 32,398 $21.6M 0.65% +2,671 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 32,282 $21.6M 0.91% -3,479 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 32,275 $21.5M 13.58% +41 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 31,983 $21.4M 4.07% +256 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 32,025 $21.3M 9.14% -827 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 31,977 $21.3M 3.44% -491 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 31,969 $21.3M 0.11% -720 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 32,086 $21.3M 1.26% -560 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 31,944 $21.3M 2.08% +1,063 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 31,832 $21.2M 4.98% -375 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 31,803 $21.2M 3.42% -4 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 31,690 $21.2M 5.44% -894 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 31,626 $21.1M 0.45% +1,614 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 31,626 $21.1M 1.42% -1,125 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 31,549 $21M 16.88% -235 13F-HR/A Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 31,522 $21M 1.55% +184 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 31,480 $21M 11.14% -10 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 31,470 $21M 4.88% +1,987 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 31,380 $20.9M 6.51% +1,448 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 31,153 $20.8M 2.37% +397 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 31,116 $20.7M 12.4% +777 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 31,099 $20.7M 2.06% -405 13F-HR Timeline CX Institutional More: the full row for CX Institutional 31,039 $20.7M 0.63% +1,765 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 30,929 $20.7M 1.62% -544 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 31,001 $20.7M 5.83% -1,596 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 30,969 $20.6M 3.25% -584 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 30,925 $20.6M 3.09% +303 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 30,904 $20.6M 15.8% -217 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 30,872 $20.6M 9.34% -460 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 30,692 $20.4M 1.18% +100 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 30,624 $20.4M 3.68% -254 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 30,610 $20.4M 9.55% -3,468 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 30,604 $20.4M 0.72% +1,157 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 30,503 $20.3M 17.4% +376 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 30,206 $20.1M 5.28% +1,099 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 30,151 $20.1M 0.27% +1,110 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 30,132 $20.1M 0.88% +253 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 30,088 $20M 0.05% +10,097 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 30,048 $20M 2.78% +741 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 30,037 $20M 6.53% +823 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 29,969 $20M 0.66% +13,338 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 29,965 $20M 8.71% +2,298 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 29,900 $19.9M <0.01% 0 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 29,886 $19.9M 2.62% -1,524 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 29,836 $19.9M 7.21% +348 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 29,002 $19.9M 6.67% +414 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 29,802 $19.9M 2.55% +2,653 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 29,727 $19.8M 7.55% -578 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 29,589 $19.8M 0.57% +340 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 29,645 $19.7M 2.08% +318 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 29,594 $19.7M 4.83% -30,965 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 29,433 $19.7M 1.72% -221 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 29,445 $19.6M 9.23% 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 29,416 $19.6M 8.43% +423 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 29,401 $19.6M 0.82% -5,342 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 31,616 $19.5M 1.57% +14 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 29,273 $19.5M 6.78% -380 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 29,223 $19.5M 0.62% +6,547 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 29,215 $19.5M 12.47% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 29,202 $19.5M 2.96% -812 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 28,990 $19.3M 0.63% -1,350 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 28,832 $19.2M 1.21% +325 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 28,692 $19.1M 1.08% +744 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 28,654 $19.1M 1.83% -28,002 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 28,581 $19M 6.77% +567 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 28,557 $19M 1.13% +381 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 28,542 $19M 0.83% +800 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 28,530 $19M 2.57% -1,017 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 28,510 $19M 1.05% +1,294 13F-HR Timeline ANB BANK More: the full row for ANB BANK 28,498 $19M 7.7% +317 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 28,446 $19M 1.39% -687 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 28,438 $18.9M 3.63% -47,309 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 28,444 $18.9M 0.39% +10,288 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 28,423 $18.9M 1.19% -8 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 28,285 $18.8M 0.3% -1,245 13F-HR Timeline Group FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 28,257 $18.8M 10.86% +689 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 28,152 $18.8M 1.96% +35 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 28,029 $18.7M 1% +1,508 13F-HR Timeline Torque Asset Management LLC More: the full row for Torque Asset Management LLC 28,024 $18.7M 6.7% +17,750 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 27,999 $18.7M 0.37% -23,224 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 27,985 $18.6M 5.43% +1,524 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 27,981 $18.6M 3.09% +13,439 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 27,933 $18.6M 11.27% -1,651 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 27,900 $18.6M 8.02% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 27,878 $18.6M 8.49% +1 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 27,830 $18.5M 0.32% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 27,787 $18.5M 2.86% -961 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 27,612 $18.5M 8.37% +754 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 27,763 $18.5M 4.09% -2,754 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 27,722 $18.5M 1.53% +205 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 27,531 $18.3M 0.53% +459 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 27,528 $18.3M 4.48% +479 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 27,371 $18.2M 2.17% +10,377 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 27,364 $18.2M <0.01% +23,400 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 27,344 $18.2M 2.65% -135 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 27,325 $18.2M 7.12% +78 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 27,310 $18.2M 1.03% +380 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 27,219 $18.1M 1.71% -111 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 27,207 $18.1M 0.52% +755 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 27,187 $18.1M 1.83% +74 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 27,126 $18.1M 12.1% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 27,094 $18M 3.24% -787 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 27,093 $18M 3.52% +4,422 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 27,066 $18M 1.78% +112 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 26,993 $18M 0.17% -797 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 26,972 $18M 2.17% +118 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 26,906 $17.9M 3.04% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 26,834 $17.9M 0.56% +2 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 26,830 $17.9M 6.61% +134 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 26,816 $17.9M 0.82% +1,477 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 26,814 $17.9M 2.22% -266 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 26,808 $17.9M 2.79% -12 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 26,666 $17.8M 0.9% -252 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 26,633 $17.7M 5% +322 13F-HR Timeline Bell Bank More: the full row for Bell Bank 26,526 $17.7M 0.77% +65 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 26,499 $17.7M 0.98% -169 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 26,476 $17.6M 0.28% -2,899 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 26,427 $17.6M 2.24% -111 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 26,409 $17.6M 1.89% +242 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 26,388 $17.6M 2.12% -15,612 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 26,339 $17.5M 0.19% -39,735 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 26,232 $17.5M 5.92% -581 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 26,250 $17.5M 8.44% +369 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 26,260 $17.4M 0.17% -3,380 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 26,150 $17.4M 1.18% -788 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 26,112 $17.4M 4.98% -108 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 26,089 $17.4M 5.08% -1,110 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 143,286 $17.3M 9.9% +117,253 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 26,009 $17.3M 4.67% -274 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 25,989 $17.3M 10.68% +3,316 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 25,958 $17.3M 5.39% -44 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 25,860 $17.2M 4.42% -284 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 25,777 $17.2M 6.9% +158 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 29,132 $17.1M 3.35% -49 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 25,630 $17.1M 8.12% -1,608 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 25,610 $17.1M 1.61% +2,382 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 25,584 $17M 1.31% +169 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 25,581 $17M 7.71% -770 13F-HR Timeline