Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,509 $1.04M 0.32% +169 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,507 $1.04M 0.27% -502 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,503 $1.04M 0.07% -76 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,486 $1.04M 0.22% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 4,480 $1.04M 0.58% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,465 $1.03M 0.03% -134 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,437 $1.03M 0.37% -22 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 $1.02M 0.03% 0 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,423 $1.02M 0.08% +378 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,407 $1.02M 0.23% -5,446 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 4,397 $1.02M 0.72% +607 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,397 $1.02M 0.4% -806 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 4,382 $1.01M 0.33% -86 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 4,362 $1.01M 0.14% -23 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,354 $1.01M 0.07% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,345 $1.01M 0.03% -225 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,342 $1M 0.11% -5 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,341 $1M 0.43% -138 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,341 $1M 0.04% -31,713 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,325 $1M 0.11% -100 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,323 $1000K <0.01% -379 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,317 $999K 0.06% -300 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,313 $998K 0.02% -457 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 4,314 $998K 0.48% +261 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 4,311 $997K 0.01% new 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 4,310 $997K 0.75% 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 4,307 $996K 0.17% +175 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,267 $987K 0.45% -80 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,265 $987K 0.14% -88 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,259 $985K 0.04% -3 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,254 $984K 0.06% +1,004 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 4,251 $983K 0.42% +666 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,248 $983K 0.06% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,248 $983K 0.05% -621 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,247 $982K 0.44% +23 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,245 $982K 0.62% -227 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 4,231 $979K 0.28% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,225 $977K 0.23% -50 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,174 $966K 0.39% -452 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,156 $961K 0.15% -133 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,148 $959K 0.03% -746 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,145 $959K 0.04% +3,989 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,143 $958K 0.12% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,122 $954K <0.01% +302 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,120 $953K 0.09% -290 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 4,116 $952K 0.4% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,111 $951K 0.52% -1,400 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 4,100 $948K 0.25% +854 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,099 $948K 0.43% +108 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,023 $946K 0.11% +1 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 4,080 $944K 0.07% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,073 $942K 0.02% -69,576 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 4,034 $933K 0.87% -270 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. 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More: the full row for Pettee Investors, Inc. 3,818 $883K 0.5% -113 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,818 $883K 0.06% +76 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,800 $879K 0.2% +192 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,800 $879K 0.37% +36 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,755 $869K 0.37% -343 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,752 $868K 0.01% +669 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,744 $866K 0.12% -10 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for Palogic Value Management, L.P. 3,619 $837K 0.36% +150 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 3,349 $836K 0.07% +2,250 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,611 $835K 0.37% -42 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 3,599 $833K 0.22% +519 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 3,589 $830K 0.8% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,588 $830K 0.04% +174 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,577 $827K 0.23% -4,393 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,574 $827K 0.1% +65 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,572 $826K 1.16% +81 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,570 $826K 0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,559 $823K 0.08% -58 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,558 $823K 0.34% -1,066 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,549 $821K 0.1% -5,463 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 3,537 $818K 0.31% -180 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,521 $815K 0.11% -104 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,509 $812K 0.17% +728 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,505 $811K 0.05% -3 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,502 $810K 0.01% -827 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,503 $810K 0.53% -360 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,498 $809K 0.1% +516 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,493 $808K 0.02% +14 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,471 $803K 0.58% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,464 $801K 0.23% +1,827 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,458 $800K 0.04% +1,499 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 3,440 $796K 0.79% 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,431 $794K 0.01% -5,585 13F-HR Timeline Group Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,398 $786K 0.11% +132 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,397 $786K 0.07% -718 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,395 $785K 0.19% +46 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,394 $785K 0.05% -114 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,394 $785K 0.09% +773 13F-HR Timeline Trust Co More: the full row for Trust Co 3,390 $784K 0.07% +774 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,382 $782K 0.53% +172 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,382 $782K 0.06% -1 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. 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More: the full row for Traynor Capital Management, Inc. 3,234 $748K 0.04% -15 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,230 $747K 0.19% -5,004 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,228 $747K 0.37% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,214 $744K 0.15% -52 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,203 $741K 0.16% -4,076 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,197 $740K 0.04% +614 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,191 $738K 0.04% +2,090 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 3,180 $736K 0.17% -26 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,172 $734K 0.22% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,163 $732K 0.12% -602 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,162 $731K 0.24% +2,303 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,160 $731K 0.02% +4 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,197 $730K 0.37% +1,375 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,154 $730K 0.05% +523 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,149 $728K 0.03% -39 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,136 $726K 0.05% -17 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 3,135 $725K 2.6% 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,132 $724K 0.07% +51 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,127 $723K 0.52% +4 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 7,034 $723K 0.39% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,122 $722K 0.73% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,118 $721K 0.3% -49 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,108 $719K 0.08% -21 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,107 $719K 0.03% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,105 $718K 0.29% -40 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,104 $718K 0.17% -23 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,097 $716K 0.02% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,088 $714K 0.47% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,086 $714K 0.3% -683 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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