Cooper Financial Group More: the full row for Cooper Financial Group 3,360 $454K 0.05% -27 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 3,268 $454K 0.29% +120 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,349 $453K 0.02% +783 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,317 $449K 0.01% +65 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,317 $448K 0.02% +103 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,315 $448K 0.3% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,304 $447K 0.04% -54 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 3,303 $446K 0.42% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,301 $446K 0.05% +50 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,301 $446K 0.07% -159 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 3,300 $446K 0.12% 0 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 3,300 $446K 0.22% +1,500 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,291 $445K 0.07% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,273 $442K 0.23% +148 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,266 $441K 0.1% -273 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,266 $441K 0.04% +138 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 3,260 $441K 0.35% -255 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,258 $440K 0.01% +150 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,239 $438K 0.17% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,240 $438K 0.01% 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,236 $437K 0.03% -301 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 3,234 $437K 0.35% +1,025 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,231 $437K 0.17% -95 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,227 $436K 0.01% -338 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 3,200 $433K 0.03% -655 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,190 $431K 0.04% -27 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 3,189 $431K 0.08% +947 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,177 $430K 0.28% -694 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,179 $430K 0.08% -285 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,175 $429K 0.05% -746 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,168 $428K 0.07% -394 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 3,162 $427K 0.14% -350 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,150 $426K 0.1% -300 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,139 $424K 0.06% -988 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,132 $423K 0.03% +44 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,129 $423K 0.04% -650 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 3,118 $421K 0.29% -8,996 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,116 $421K 0.02% -361 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,112 $421K 0.1% +149 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 3,087 $417K 0.03% -20 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,085 $417K 0.04% -900 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,084 $417K 0.01% +230 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 3,084 $417K 0.29% 0 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 2,992 $417K 0.09% -104 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,070 $415K 0.04% +484 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,068 $415K 0.1% -75 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,066 $414K +65 Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 3,063 $414K 0.1% -898 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,058 $413K 0.03% -37 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,050 $412K 0.38% 0 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 3,046 $412K 0.05% -243 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,033 $410K 0.11% 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,028 $409K 0.02% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,026 $409K 0.04% +523 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 3,021 $408K 0.01% -573 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,017 $408K 0.04% -35 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,000 $406K 0.29% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,003 $406K 0.12% +25 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,002 $406K 0.01% +452 13F-HR Timeline Group Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $406K 0.08% new 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 2,990 $404K 0.2% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,990 $404K 0.08% -375 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,983 $403K 0.02% -342 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,980 $403K 0.03% +381 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,975 $402K 0.02% -553 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,972 $402K 0.07% +147 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,965 $401K 0.01% +663 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,964 $401K 0.2% -189 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,962 $400K 0.17% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,959 $400K 0.36% -191 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,920 $398K 0.14% +546 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 2,947 $398K 0.08% -39 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,938 $397K 0.05% -761 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,925 $395K 0.04% +203 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,920 $395K 0.02% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,920 $395K 0.2% -163 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,916 $394K 0.04% -527 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,910 $393K 0.04% -343 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,764 $391K 0.08% -169 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,882 $390K 0.22% +213 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,866 $387K 0.14% +69 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,860 $387K 0.17% -412 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,949 $385K 0.11% -438 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,850 $385K 0.02% +50 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 2,849 $385K 0.11% new 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 2,844 $384K 0.01% -44 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,824 $382K 0.05% +317 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,824 $382K 0.05% +238 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,823 $382K 0.05% +1 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,823 $382K 0.22% +117 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,822 $381K 0.01% -3,330 13F-HR Timeline Group Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,818 $381K 0.14% -10 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,812 $380K 0.11% +1 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,796 $378K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,795 $378K 0.08% -1,323 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,790 $377K 0.09% -79 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,769 $374K 0.1% -71 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,767 $374K 0.1% 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,756 $373K 0.02% -107 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 2,750 $372K 0.03% -120 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,748 $371K 0.08% 0 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,742 $371K 0.21% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,720 $368K 0.07% -150 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,716 $367K 0.02% +1,160 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,710 $366K 0.1% -287 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,705 $366K 0.05% -378 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,696 $364K 0.02% -2,298 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,695 $364K 0.02% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,691 $364K 0.02% -802 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,691 $364K 0.1% +20 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,689 $363K 0.07% -270 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,679 $362K 0.02% -956 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,675 $362K 0.02% -609 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,674 $361K 0.11% -78 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,667 $361K 0.01% +493 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,665 $360K 0.15% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,663 $360K 0.11% -2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,663 $360K 0.06% +15 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,654 $359K 0.11% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,648 $358K 0.12% +61 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,643 $357K 0.21% -304 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,641 $357K 0.11% +21 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 2,512 $356K -1,245 Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,630 $356K 0.28% -1,817 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,625 $355K 0.15% 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,611 $353K 0.03% -1,007 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,605 $352K 0.02% -5,676 13F-HR/A Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,591 $350K 0.02% +914 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,590 $350K 0.03% -210 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,575 $348K 0.23% +21 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,551 $345K 0.03% +1,242 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,547 $344K 0.02% +858 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,541 $343K 0.03% +73 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,537 $343K 0.04% +31 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,536 $343K 0.04% +189 13F-HR/A Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,529 $342K 0.2% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,528 $342K 0.1% -50 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,528 $342K 0.09% -136 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 2,525 $341K 0.08% new 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 2,525 $341K 0.05% 0 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 2,525 $341K 0.08% +200 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,522 $341K 0.11% +442 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,510 $339K 0.02% +19 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,508 $339K 0.06% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,495 $337K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,373 $336K 0.07% new 13F-HR Timeline PGGM Investments More: the full row for PGGM Investments 2,478 $335K <0.01% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,472 $334K 0.1% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,472 $334K 0.03% 0 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 2,467 $334K 0.02% -131 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,461 $333K 0.03% -131 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,456 $332K 0.01% -39 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,454 $332K 0.04% -397 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,453 $332K 0.22% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,451 $331K 0.09% +259 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,450 $331K 0.04% -45 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,448 $331K 0.1% +543 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,437 $329K 0.07% +56 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 2,437 $329K 0.17% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,432 $329K 0.11% -6 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 2,425 $328K <0.01% 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,420 $327K 0.01% +52 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,415 $326K 0.07% -520 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,411 $326K 0.02% -385 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,407 $325K 0.07% -369 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,406 $325K 0.3% -95 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,403 $325K 0.24% -5 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,399 $324K 0.07% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,400 $324K 0.03% +18 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 2,396 $324K 0.3% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,389 $323K 0.1% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,385 $322K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. General Partner, Inc. More: the full row for General Partner, Inc. 2,382 $322K 0.19% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,381 $322K 0.08% +35 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,372 $321K 0.08% -41 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,369 $320K 0.14% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,364 $320K 0.02% +46 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,351 $318K 0.1% -30 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,240 $317K 0.14% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,342 $317K 0.06% 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,330 $315K 0.03% -914 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,329 $315K 0.03% +535 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,216 $314K 0.31% -2,301 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,314 $313K 0.02% +93 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 2,313 $313K 0.16% +328 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,308 $312K 0.33% -929 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,300 $311K 0.09% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,300 $311K 0.01% -146 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,296 $310K <0.01% +600 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 2,293 $310K 0.01% -4,008 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 2,290 $310K 0.06% +16 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,290 $310K 0.16% +1 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,287 $309K 0.02% -541 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,287 $309K 0.16% 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,279 $308K 0.16% -2,479 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,277 $308K 0.03% +156 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 2,268 $307K 0.67% -3,183 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,265 $306K 0.11% -230 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,262 $306K 0.1% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,251 $304K 0.12% -20 13F-HR Timeline