Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 6,360 $1.46M 0.47% -324 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 6,341 $1.46M 0.37% -12 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 6,330 $1.46M 0.82% +210 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 6,327 $1.46M 0.82% +60 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,301 $1.45M 0.66% +44 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 6,296 $1.45M 0.47% -115 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,270 $1.44M 0.12% -30 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 6,245 $1.44M 0.41% 0 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 6,238 $1.44M 0.1% +1,700 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 6,235 $1.43M 0.14% +151 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 6,442 $1.43M 0.93% 0 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 6,208 $1.43M 0.25% -35 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 6,185 $1.42M 0.22% -145 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 6,181 $1.42M 1.08% +20 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 6,155 $1.42M 0.06% +131 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,134 $1.41M 0.31% +8 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 6,105 $1.41M 0.68% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,091 $1.4M 0.05% +554 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 6,059 $1.39M 0.51% -15 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,053 $1.39M 0.09% -107 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 6,050 $1.39M 0.19% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,006 $1.39M -301 Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,002 $1.38M 0.07% -7,234 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 5,994 $1.38M 0.05% -120 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 5,982 $1.38M 0.89% +2,214 13F-HR Timeline Group Entropy Technologies, LP More: the full row for Entropy Technologies, LP 5,972 $1.37M 0.11% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 5,971 $1.37M 0.35% +85 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,962 $1.37M 0.32% -121 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 5,947 $1.37M 0.02% -1,293 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,106 $1.37M 0.1% -293 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,897 $1.36M 0.1% +1,594 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,892 $1.36M 0.08% -283 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,889 $1.36M 0.04% +387 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,881 $1.35M 1.28% -108 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 5,878 $1.35M 0.15% -150 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,874 $1.35M 0.09% -108 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,872 $1.35M 0.44% -33 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,871 $1.35M 0.1% +371 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,868 $1.35M 0.02% -2,635 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 5,848 $1.35M 0.41% -8 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 5,845 $1.34M 0.01% +949 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,835 $1.34M 0.14% +400 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,830 $1.34M 0.23% -288 13F-HR Timeline Group Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 5,829 $1.34M 0.89% -1,880 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 5,824 $1.34M 0.37% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,814 $1.34M 0.13% -19,318 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,794 $1.33M 0.13% -485 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 5,794 $1.33M 0.4% +1 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,772 $1.33M 0.04% -423 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 5,764 $1.33M 0.03% +480 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,737 $1.32M 0.59% -164 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,739 $1.32M 0.09% -611 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 5,738 $1.32M 0.36% -120 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,588 $1.32M 0.22% -48 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,713 $1.31M 0.25% -25 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 5,566 $1.31M 0.66% -17 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,693 $1.31M 0.12% +225 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 5,693 $1.31M 0.41% 0 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 5,535 $1.31M 0.22% -16,444 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,667 $1.3M 0.06% +662 13F-HR Timeline Group Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,663 $1.3M 1.02% -80 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,662 $1.3M 0.42% -114 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,656 $1.3M 0.01% -380 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,638 $1.3M 0.23% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 5,630 $1.3M 0.14% -167 13F-HR Timeline Boit C F David More: the full row for Boit C F David 5,625 $1.29M 0.62% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,622 $1.29M 0.28% -418 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 5,620 $1.29M 0.2% +1,680 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 5,623 $1.29M 0.6% -208 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 5,611 $1.29M 0.02% +2,946 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,608 $1.29M 0.03% -984 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,570 $1.28M 0.51% +316 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,543 $1.28M 0.08% +218 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,392 $1.27M 0.88% +45 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 5,537 $1.27M 0.41% -1,810 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 5,523 $1.27M 0.1% new 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,516 $1.27M 0.18% +102 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 5,511 $1.27M 0.67% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,511 $1.27M 0.5% -25 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,508 $1.27M 0.08% new 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 5,495 $1.26M 0.01% +324 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,492 $1.26M 0.39% +2,114 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 5,482 $1.26M 0.09% -8,403 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 5,480 $1.26M 0.16% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,475 $1.26M 0.09% +88 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,467 $1.26M 0.67% -50 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,458 $1.26M 0.05% -8,469 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,455 $1.26M 0.17% -12 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 5,426 $1.25M 0.61% +486 13F-HR Timeline CLG LLC More: the full row for CLG LLC 5,426 $1.25M 0.39% +1 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,413 $1.25M 0.67% -991 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,395 $1.24M 0.04% -74 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,390 $1.24M 0.14% +79 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,388 $1.24M 0.08% +9 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 5,387 $1.24M 0.15% -285 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,482 $1.23M 0.45% -142 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,405 $1.23M 0.05% +1,465 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 5,351 $1.23M 0.55% -474 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 5,349 $1.23M 0.47% +391 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,349 $1.23M 0.67% new 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 5,343 $1.23M 0.97% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 5,334 $1.23M 0 Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,331 $1.23M 0.55% +225 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 5,319 $1.22M 0.06% -30 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 5,319 $1.22M 0.32% -6 13F-HR/A Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 5,295 $1.22M 0.33% -399 13F-HR Timeline Group Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 5,291 $1.22M 0.74% +507 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 5,290 $1.22M 0.11% +5 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 5,271 $1.21M 0.77% +183 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,262 $1.21M 0.02% -136 13F-HR Timeline Group True Vision MN LLC More: the full row for True Vision MN LLC 5,258 $1.21M 0.67% +1 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,240 $1.21M 0.05% -273 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 5,231 $1.2M 0.29% +242 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 5,188 $1.19M 0.38% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,145 $1.18M 0.19% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 5,141 $1.18M 0.01% -500 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 5,111 $1.18M 0.55% -301 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 5,126 $1.18M 0.48% -3 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,340 $1.18M 0.33% +20 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 5,113 $1.18M 0.8% -131 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 5,113 $1.18M 0.25% -15 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 5,113 $1.18M 0.03% +1,480 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,112 $1.18M 0.06% +98 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,081 $1.17M 0.12% -660 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,007 $1.15M 0.03% +1,452 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 5,000 $1.15M 0.17% -4,849 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,997 $1.15M 0.28% -524 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 4,994 $1.15M 1.16% -760 13F-HR/A Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,981 $1.15M 0.24% -222 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,975 $1.14M 0.13% -13 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,972 $1.14M 0.18% -2,673 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,971 $1.14M 0.04% -57 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,968 $1.14M 0.14% +927 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,967 $1.14M 0.76% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,958 $1.14M 0.42% -98 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,933 $1.13M 0.03% -237 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,930 $1.13M 0.12% +285 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,928 $1.13M 0.18% 0 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 4,918 $1.13M 0.38% -70 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,909 $1.13M 0.13% +20 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,908 $1.13M 0.03% -287 13F-HR/A Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 4,905 $1.13M 0.02% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,900 $1.13M 0.03% new 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 4,892 $1.13M 0.17% -72 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,887 $1.12M 0.04% -46 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,875 $1.12M 0.84% -72 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,868 $1.12M 0.3% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,866 $1.11M 0.1% -157 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,815 $1.11M 0.16% +953 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,681 $1.11M 0.05% -454 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 4,803 $1.1M 0.52% +69 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 4,800 $1.1M 0.97% +2,300 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,798 $1.1M 0.23% -36 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,798 $1.1M 0.29% +40 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 4,796 $1.1M 0.47% -22 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,783 $1.1M 0.19% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,772 $1.1M 0.03% -79 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,768 $1.1M 0.02% +1,483 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,767 $1.1M 0.09% +59 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 4,760 $1.09M 0.01% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,755 $1.09M 0.25% -404 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,755 $1.09M 0.18% -11 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,735 $1.09M 0.5% +768 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,731 $1.09M 0.41% -21 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,724 $1.09M 0.17% -109 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,715 $1.08M 0.08% new 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,690 $1.08M 0.34% +25 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,674 $1.08M 0.29% -220 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 4,670 $1.07M 0.09% -342 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,836 $1.07M 0.52% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 4,660 $1.07M 0.49% +525 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 4,653 $1.07M 0.2% -352 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,649 $1.07M 0.02% -118 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,640 $1.07M 0.27% +317 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,640 $1.07M 0.25% -5 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 4,637 $1.07M 0.86% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,633 $1.07M 0.02% -8,335 13F-HR/A Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,629 $1.06M 0.08% +449 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 4,626 $1.06M 0.27% -67 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,625 $1.06M 0.03% -150 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,623 $1.06M <0.01% +50 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,606 $1.06M 0.02% -5,632 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 4,600 $1.06M 0.39% -728 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,588 $1.06M <0.01% -1,979 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 4,587 $1.05M 1.52% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,584 $1.05M 0.56% -38 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,547 $1.05M 0.06% -208 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,538 $1.04M 0.68% +4 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,527 $1.04M 0.12% -365 13F-HR Timeline CROBAN More: the full row for CROBAN 4,515 $1.04M 0.89% +89 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,507 $1.04M 0.08% +633 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 4,503 $1.04M 0.11% -59 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,500 $1.04M 0.25% -150 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 4,500 $1.04M 0.01% -69,078 13F-HR/A Timeline Pettee Investors, Inc. 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