Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,353 $1.5M 0.08% -1,497 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 6,353 $1.5M 0.4% +185 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,350 $1.5M 0.12% +1,261 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 6,330 $1.5M 0.26% -320 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,307 $1.49M -1,140 Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,300 $1.49M 0.13% -45 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6,289 $1.49M 0.01% -74 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,279 $1.48M 0.16% +465 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 6,278 $1.48M 1.57% +215 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 6,267 $1.48M 1.02% -150 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,238 $1.48M 0.04% +1,154 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,257 $1.48M 0.7% +69 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 6,245 $1.48M 0.42% 0 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 6,243 $1.47M 0.27% -30 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 6,237 $1.47M 1.76% -12 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 6,460 $1.47M +485 Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,195 $1.46M 0.05% -716 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 6,192 $1.46M 0.42% -2,753 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 6,175 $1.46M 0.09% +31 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 6,161 $1.46M 1.23% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,160 $1.46M 0.1% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 6,159 $1.46M 0.5% +373 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,126 $1.45M 0.37% -2,100 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,123 $1.45M 0.06% -311 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 6,120 $1.45M 0.92% -300 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,118 $1.45M 0.27% -83 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 6,114 $1.44M 0.06% -399 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 6,105 $1.44M 0.69% -60 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 6,084 $1.44M 0.15% +160 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 6,083 $1.44M 0.36% +9 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 6,074 $1.43M 0.56% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 6,067 $1.43M <0.01% -565 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 6,050 $1.43M 0.25% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,040 $1.43M 0.35% +173 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,036 $1.43M 0.02% +1,402 13F-HR Timeline Group MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 6,028 $1.42M 0.17% -90 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 6,024 $1.42M 0.07% +26 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 6,012 $1.42M 0.18% -6,592 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,989 $1.41M 1.41% -359 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,982 $1.41M 0.1% +197 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 5,946 $1.4M 0.05% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,905 $1.39M 0.49% -1 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,901 $1.39M 0.68% +112 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 5,886 $1.39M 0.39% +43 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 5,879 $1.39M 0.16% -190 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,875 $1.39M 0.16% +4,332 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 5,858 $1.38M 0.39% -34 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 5,856 $1.38M 0.44% -246 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 5,831 $1.38M 0.69% -624 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 5,825 $1.38M 0.65% -22 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 5,824 $1.38M 0.4% -123 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 3,768 $1.37M 0.92% -2,049 13F-HR Timeline Group OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,808 $1.37M +3,087 Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,399 $1.37M 0.12% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 5,800 $1.37M 0.48% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 5,797 $1.37M 0.15% -1,149 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 5,793 $1.37M 0.44% -100 13F-HR/A Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,776 $1.36M 0.48% +21 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 5,754 $1.36M 1.43% -1,468 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,743 $1.36M 1.14% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,741 $1.36M 0.16% +811 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,738 $1.36M 0.31% -7 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 5,694 $1.35M 0.38% 0 13F-HR Timeline Group BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 5,693 $1.34M 0.43% +3 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 5,672 $1.34M 0.17% -20 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 5,641 $1.33M 0.01% +375 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,638 $1.33M 0.25% -188 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,636 $1.33M 0.22% +346 13F-HR Timeline Boit C F David More: the full row for Boit C F David 5,625 $1.33M 0.67% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,611 $1.33M 0.29% +884 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 5,583 $1.32M 0.72% -85 13F-HR Timeline OSSIAM More: the full row for OSSIAM 5,560 $1.31M 0.02% -1,240 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,537 $1.31M 0.05% -927 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,536 $1.31M 0.54% -14 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 5,521 $1.3M 0.35% +241 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,517 $1.3M 0.79% -710 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,513 $1.3M 0.06% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 5,511 $1.3M 0.68% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,502 $1.3M 0.05% +2,828 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,500 $1.3M 0.11% -655 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,469 $1.29M 0.04% +92 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,468 $1.29M 0.13% +39 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,467 $1.29M 0.2% -231 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,435 $1.28M 0.15% -4 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,430 $1.28M 0.04% -2,343 13F-HR Timeline CLG LLC More: the full row for CLG LLC 5,425 $1.28M 0.44% +1 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,416 $1.28M 0.12% -688 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,414 $1.28M 0.2% -142 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,398 $1.28M 0.02% +477 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,387 $1.27M 0.09% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,379 $1.27M 0.1% -495 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 5,349 $1.26M 0.06% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,347 $1.26M 0.94% +92 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 5,344 $1.26M 0.08% -100 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 5,343 $1.26M 1.06% -5,700 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,341 $1.26M 0.18% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 5,334 $1.26M -425 Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 5,328 $1.26M 0.54% +316 13F-HR/A Timeline Ballast, Inc. More: the full row for Ballast, Inc. 5,325 $1.26M 0.36% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,325 $1.26M 0.09% -31 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 5,412 $1.26M 0.66% -604 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,311 $1.25M 0.15% +1,433 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 5,285 $1.25M 0.12% +522 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 5,284 $1.25M 0.03% +2,513 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,269 $1.24M 0.08% -48 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 5,257 $1.24M 0.74% 0 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,254 $1.24M 0.51% +196 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 5,244 $1.24M 0.9% -157 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,214 $1.23M 0.04% +292 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 5,203 $1.23M 0.27% -131 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,195 $1.23M 0.04% -1,482 13F-HR/A Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 5,188 $1.23M 0.42% 0 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 5,171 $1.22M 0.01% -10,190 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,170 $1.22M 0.03% -749 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,159 $1.22M 0.3% -7 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,624 $1.22M 0.5% -44 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,145 $1.22M 0.22% -12 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 5,129 $1.21M 0.51% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 5,128 $1.21M 0.27% +6 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,106 $1.21M 0.54% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 5,089 $1.2M 0.19% -96 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 5,088 $1.2M 0.88% +115 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 5,059 $1.2M 0.14% new 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 5,056 $1.19M 0.48% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,050 $1.19M 0.07% +1,224 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 5,035 $1.19M 0.51% -250 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 5,025 $1.19M 1.71% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,028 $1.19M 0.04% +6 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 5,480 $1.19M 0.16% -2,363 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,023 $1.19M 0.11% +157 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,014 $1.18M 0.06% +419 13F-HR/A Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 5,012 $1.18M 0.1% -86 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 5,005 $1.18M 0.23% +6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,005 $1.18M 0.06% +988 13F-HR Timeline Group HARBERT FUND ADVISORS, LLC More: the full row for HARBERT FUND ADVISORS, LLC 5,000 $1.18M 1.37% -2,000 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 5,000 $1.18M 1.24% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,147 $1.18M 0.07% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,989 $1.18M 0.33% +201 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,988 $1.18M 0.15% -2 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 4,988 $1.18M 0.4% +126 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,967 $1.17M 0.81% 0 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 4,964 $1.17M 0.19% -119 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 4,958 $1.17M 0.49% +458 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,320 $1.17M 0.4% +3,217 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,947 $1.17M 0.96% -71 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,944 $1.17M 0.18% -355 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,940 $1.17M 0.6% -73 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,933 $1.17M 0.05% +194 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,928 $1.16M 0.21% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 4,909 $1.16M 0.2% -4,440 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 4,905 $1.16M 0.03% 0 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 4,896 $1.16M 0.01% -5 13F-HR Timeline Group L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,894 $1.16M 0.3% -76 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,892 $1.16M 0.16% +55 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,889 $1.16M 0.15% +206 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,863 $1.15M 0.22% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,861 $1.15M 0.06% +1,726 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,851 $1.15M 0.04% +1,356 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,836 $1.14M 0.59% -17 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,834 $1.14M 0.27% -97 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,833 $1.14M 0.19% -70 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 4,818 $1.14M 0.5% +28 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 4,784 $1.13M 0.75% +2 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,784 $1.13M 0.59% -69 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,783 $1.13M 0.2% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,777 $1.13M 0.04% +1,559 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,775 $1.13M 0.05% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,767 $1.13M 0.03% +24 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 4,766 $1.13M 0.02% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,766 $1.12M 0.2% -159 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,758 $1.12M 0.31% +117 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,755 $1.12M 0.07% +57 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,752 $1.12M 0.44% -33 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,135 $1.12M 0.06% +485 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 4,734 $1.12M 0.57% +44 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,708 $1.11M 0.1% +8 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 4,693 $1.11M 0.31% +516 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,665 $1.1M 0.39% -101 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,652 $1.1M 0.02% -704 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,650 $1.1M 0.3% -60 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,645 $1.1M 0.28% +13 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,645 $1.1M 0.14% +251 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 4,637 $1.1M 0.82% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,622 $1.09M 0.61% +55 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 4,587 $1.08M 1.66% -1,096 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,574 $1.08M 0.09% -459 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,573 $1.08M <0.01% +192 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 4,562 $1.08M 0.13% +25 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,558 $1.08M 0.08% +371 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 4,558 $1.08M 0.44% -340 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 4,538 $1.07M 0.07% +38 13F-HR Timeline Group Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,534 $1.07M 0.69% new 13F-HR/A Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,525 $1.07M 0.14% -100 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 4,494 $1.06M 0.63% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,486 $1.06M 0.3% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,481 $1.06M 0.11% -40 13F-HR/A Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,472 $1.06M <0.01% -355 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,433 $1.05M 0.04% -86 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 4,431 $1.05M 0.1% -29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CROBAN More: the full row for CROBAN 4,426 $1.05M 0.96% -19 13F-HR Timeline