MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,521 $1.03M 0.11% -172 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,519 $1.03M 0.04% +182 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 4,515 $1.03M 0.14% +1,056 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 4,510 $1.03M 0.16% -43,900 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 4,500 $1.03M 0.07% 0 13F-HR Timeline Group Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 4,500 $1.03M 0.44% +139 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 4,494 $1.02M 0.52% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,494 $1.02M 0.02% +1,793 13F-HR Timeline Group BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,486 $1.02M 0.28% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,480 $1.02M 0.1% -14 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,467 $1.02M 0.26% +1,013 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,460 $1.02M 0.1% +112 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CROBAN More: the full row for CROBAN 4,445 $1.01M 1% 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 4,442 $1.01M 0.03% +4,207 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,430 $1.01M 0.14% +154 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 4,428 $1.01M 0.04% -2,323 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,415 $1.01M 0.21% +140 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,414 $1.01M 0.07% +124 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,409 $1.01M 0.51% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,408 $1.01M 0.03% -22 13F-HR Timeline Group Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 4,401 $1M 0.38% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,413 $1M 0.01% 0 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,398 $1M 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,394 $1M 0.13% -75 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,381 $999K <0.01% +3,336 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,373 $997K 0.07% -5,785 13F-HR/A Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 4,365 $995K 0.5% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,339 $989K 0.1% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 4,330 $988K 0.12% +3,153 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,321 $985K 0.41% 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,313 $984K 0.02% -116 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,293 $979K 0.12% -32 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,292 $979K 0.07% +390 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 4,288 $978K 0.25% +350 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,276 $975K 0.14% +5 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,274 $975K 0.46% -347 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,272 $974K 0.48% +52 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,269 $974K 0.11% +246 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,256 $971K 0.65% -496 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,240 $967K 0.03% +21 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,239 $967K 0.52% +515 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,228 $964K 0.12% +200 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,227 $964K 0.36% -78 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 4,220 $962K 0.39% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,215 $961K 0.07% -3,809 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,211 $960K 0.06% -184 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,205 $959K 0.38% +664 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,200 $958K 0.26% new 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 4,199 $957K 0.78% -60 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,187 $955K 0.08% +311 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,180 $953K 0.55% 0 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 4,177 $953K 0.21% -3,866 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 4,155 $948K 0.81% +49 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,147 $946K 0.03% +425 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,121 $940K 0.12% -20 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,120 $940K 0.2% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4,118 $939K 0.3% -118 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 4,115 $938K 0.28% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,092 $933K 0.07% 0 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 4,080 $930K 0.08% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,076 $929K 0.51% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 4,072 $929K 0.41% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,067 $928K 0.07% +147 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,067 $927K 0.07% +2,065 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,053 $924K 0.06% +242 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,052 $924K 0.17% -8,239 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,051 $924K 0.09% +106 13F-HR Timeline Group SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 4,046 $923K 0.4% -77 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 4,046 $923K 0.23% -188 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,043 $922K 0.07% +1,181 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,017 $916K 0.05% -95 13F-HR Timeline Group Berkeley, Inc More: the full row for Berkeley, Inc 3,999 $912K 0.47% -25,847 13F-HR/A Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,990 $910K 0.01% +202 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,988 $909K 0.09% -4,729 13F-HR/A Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,987 $909K 0.09% +2,376 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 3,983 $908K -3,940 Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,977 $907K 0.07% -72 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,964 $904K 0.07% +2,932 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,963 $904K 0.08% -53 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,960 $903K 0.1% +198 13F-HR Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 3,956 $902K 2.02% 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,959 $902K 0.26% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,944 $899K 0.11% +314 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 3,940 $898K 0.14% +30 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,936 $898K 0.04% +254 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,930 $896K 0.07% -2,171 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,925 $895K 0.24% +887 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,921 $894K 0.82% 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,917 $893K 0.43% -125 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,886 $886K 0.01% -150 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,880 $885K 0.35% -69 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,878 $884K 0.11% -600 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,875 $884K 0.16% -352 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 3,867 $882K 0.11% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 3,848 $877K 0.04% -16,895 13F-HR/A Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,845 $877K 0.01% +244 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,826 $873K 0.05% +537 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 3,823 $872K 0.14% +458 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 3,776 $872K 0.26% +1,248 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,822 $872K 0.2% -12 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,805 $868K 0.25% 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 3,785 $863K 0.43% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,765 $859K 0.08% +2,468 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,756 $857K 0.18% -18 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,753 $856K 0.06% -1,396 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,750 $855K 0.06% -124 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,748 $855K 0.28% -650 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 3,734 $851K 0.47% -117 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,702 $844K 0.34% -26 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,696 $843K 0.06% -59 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 3,681 $839K 0.08% +74 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,678 $839K 0.02% +659 13F-HR Timeline Group CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,653 $833K 0.01% +1 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,651 $833K 0.33% -3 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,645 $831K 0.43% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,644 $831K 0.03% -19 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. North Forty Two & Co. More: the full row for North Forty Two & Co. 3,640 $830K 0.96% 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,640 $830K 0.6% +3 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,656 $829K 0.14% +62 13F-HR Timeline Achmea Investment Management B.V. in group Achmea Investment Management … More: the full row for Achmea Investment Management B.V. 3,633 $828K 0.01% +1,739 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 3,627 $827K 0.21% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,618 $825K 0.16% -11 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,615 $824K 0.09% -230 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,607 $823K 0.03% +1,352 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,597 $820K 0.13% +151 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,575 $820K 0.28% +170 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,584 $817K 0.38% +136 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 3,560 $812K 0.04% -320 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,551 $810K 0.06% -22 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,546 $809K 0.03% -1,348 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,540 $807K 0.17% +2,408 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 3,530 $805K 0.26% -500 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,513 $801K 0.07% +412 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,511 $801K 0.19% -110 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,503 $799K 0.03% +76 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,495 $797K 0.02% -120 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,492 $796K 0.08% -139 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,490 $796K 0.06% -603 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,489 $796K 0.14% +33 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 3,464 $790K 0.79% 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,467 $790K 0.63% -116 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,458 $789K 0.13% +46 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,455 $788K 0.7% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,449 $787K 0.1% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 3,438 $784K 0.47% +155 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 3,432 $783K 0.2% -25 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,430 $782K 0.17% +1,554 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,428 $782K 0.07% +13 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,427 $781K 0.25% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,426 $781K 0.25% -25 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,135 $777K 0.04% -1,718 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,404 $776K 0.2% +33 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 3,390 $773K 0.76% +4 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,388 $773K 0.01% -137 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,388 $773K 0.24% 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,383 $771K 0.53% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,378 $770K 0.19% +22 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,368 $768K 0.25% +137 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,368 $768K 0.19% +173 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,091 $766K 0.1% new 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 3,352 $764K 0.05% -233 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,344 $762K 0.07% -226 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,310 $758K 0.06% -892,730 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,325 $758K 0.48% +129 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,321 $757K 0.23% +78 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,316 $757K 0.1% +556 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,309 $755K 0.1% +930 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,309 $755K 0.05% -868 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,307 $754K 0.54% -118 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 3,305 $754K 0.74% 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,287 $750K 0.37% -11 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,279 $748K 0.19% +277 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 3,270 $746K 0.48% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,262 $744K 0.31% 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,261 $744K 0.35% -186 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,249 $741K 0.37% -17 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,249 $741K 0.02% -120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,244 $740K 0.24% +1 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,238 $739K 0.52% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 3,238 $738K 0.36% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,238 $738K 0.05% +13 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 3,229 $736K 0.56% -137 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,228 $736K 0.42% 0 13F-HR/A Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,225 $735K 0.08% -350 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,218 $734K 0.02% -1,428 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,217 $734K 0.47% +188 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 3,211 $732K 0.17% new 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 3,206 $731K 0.18% +26 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,197 $729K 0.16% -6,722 13F-HR/A Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 3,190 $727K 0.37% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. 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