MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,036 $826K 0.3% -60 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,876 $825K 0.15% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,031 $824K 0.23% -124 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,029 $824K 0.04% -67 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,026 $823K 0.7% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,019 $821K 0.28% -5 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,016 $820K 0.11% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,015 $820K 0.07% +1,819 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,014 $820K 0.25% -110 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,010 $819K 0.18% -19 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,006 $818K 0.41% +53 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,005 $817K 0.4% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,997 $815K 0.02% -1,004 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 2,987 $812K 0.36% new 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,986 $812K 0.38% +7 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,985 $812K 0.05% -8 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 2,985 $812K 0.99% 0 13F-HR Timeline Group Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 2,981 $811K <0.01% +735 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,975 $809K 0.1% -37 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,962 $806K 0.03% -15 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 2,950 $802K 0.08% +32 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,948 $802K 0.33% +187 13F-HR Timeline Group THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 2,925 $796K 0.28% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,925 $796K 0.21% +170 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,924 $795K 0.33% +1,027 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,918 $794K 0.15% -28 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,910 $792K 0.33% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 2,903 $790K 0.35% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,903 $790K 0.06% +55 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,899 $789K 0.64% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,894 $787K 0.27% -35 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,892 $787K 0.23% +9 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,880 $783K 0.27% -62 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,864 $779K 0.01% +278 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,851 $775K 0.21% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,850 $775K 0.1% +1,024 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,848 $775K 0.23% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,847 $774K 0.18% -63 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 2,631 $771K 0.2% +2 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,817 $766K 0.17% +504 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,814 $766K 0.1% +31 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 2,794 $760K 0.04% -157 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,780 $756K 0.04% +450 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,777 $755K 0.04% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,776 $755K 0.11% -143 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,773 $754K 0.21% -25 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,765 $752K 0.07% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,762 $751K 0.14% +15 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,758 $750K 0.22% -57 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,753 $749K 0.04% +161 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,752 $748K 0.12% +12 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,746 $747K 0.08% +893 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,429 $746K 0.26% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,733 $743K 0.06% -107 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,732 $743K 0.07% +428 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,725 $741K 0.59% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,720 $740K 0.1% 0 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 2,719 $740K 0.45% +4 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,712 $738K 0.31% -39 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,708 $737K 0.06% +147 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,706 $736K 0.12% +1,563 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,705 $736K 0.09% +17 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,704 $735K 0.14% +93 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 2,695 $735K 0.31% +25 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,696 $733K 0.03% +235 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,693 $733K 0.06% +535 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,689 $731K 0.06% -43 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,687 $731K 0.16% +2 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,677 $728K 0.2% -178 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 2,670 $726K 0.31% 0 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 2,667 $725K 0.22% +190 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,659 $723K 0.04% +102 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,654 $722K 0.3% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,650 $721K 0.33% +21 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 2,641 $718K 0.29% +104 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,636 $717K 0.14% +1,367 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,633 $716K 0.03% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,632 $716K 0.18% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 2,630 $715K 0.12% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,628 $715K 0.09% +60 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,619 $712K 0.14% +19 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,619 $712K 0.43% -642 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,613 $711K 0.07% +286 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,613 $711K 0.11% +98 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,612 $710K 0.18% +304 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,612 $710K 0.13% -103 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,605 $709K 0.12% -4 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,604 $708K 0.07% -7 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,603 $708K 0.07% +1,705 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,595 $706K 0.06% -25,265 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,593 $705K 0.13% +219 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,589 $704K 0.05% +4 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,585 $703K 0.27% +102 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,578 $701K 0.03% +1,061 13F-HR Timeline Group JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,568 $698K 0.54% +232 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,558 $696K 0.42% -3 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 2,548 $693K 0.32% +154 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,548 $693K 0.05% +6 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,547 $693K 0.06% +73 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,540 $691K 0.27% -35 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,538 $690K 0.02% -264 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,537 $690K 0.07% +867 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,527 $687K 0.03% +124 13F-HR Timeline Group ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,527 $687K 0.17% +31 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,525 $687K 0.02% -62 13F-HR Timeline Group MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,525 $687K 0.14% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,525 $687K 0.31% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,519 $685K 0.01% +438 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,517 $685K 0.05% +199 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,505 $681K 0.06% -38 13F-HR Timeline Vazirani Asset Management LLC More: the full row for Vazirani Asset Management LLC 2,500 $680K 3.35% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,459 $679K 0.03% +436 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,493 $678K 0.09% -49 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,482 $677K 0.07% 0 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 2,484 $676K 0.41% +12 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,476 $673K 0.07% -107 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,475 $673K 0.43% +13 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,474 $673K 0.02% +512 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 2,471 $672K 0.69% +166 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 2,470 $672K 0.43% +87 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,468 $671K 0.05% +32 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 2,464 $670K 1.4% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,460 $669K 0.34% -280 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,458 $669K 0.3% +5 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,454 $668K 0.04% -225 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,451 $667K 0.14% -2 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,447 $666K 0.11% -69 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,443 $664K 0.15% -4 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,441 $664K 0.02% -14,315 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,432 $662K 0.11% +21 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,431 $661K 0.19% +3 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,425 $660K 0.35% -61 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,421 $658K 0.11% +26 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 2,416 $657K 0.03% 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,416 $657K 0.01% -661 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,413 $656K 0.03% -1,716 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,226 $656K 0.05% +330 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,406 $654K 0.18% +68 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,356 $654K 0.01% +384 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,403 $654K 0.14% +6 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,403 $654K 0.14% -249 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,400 $653K 0.75% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,391 $650K 0.08% +1,196 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,382 $648K 0.35% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,382 $648K 0.14% -12 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,381 $648K 0.25% -390 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,370 $645K 0.11% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,369 $644K 0.03% -191 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,368 $644K 0.17% -57 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,365 $643K 0.34% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,362 $642K 0.01% +13 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 2,358 $641K 0.29% 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 2,346 $638K 0.39% -30 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,342 $637K 0.04% +4 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,341 $637K 0.04% +6 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,330 $634K 0.15% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,327 $633K 0.17% +5 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,326 $633K 0.04% +934 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 2,325 $632K 0.05% +8 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,316 $630K 0.04% -55 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,311 $629K 0.23% -320 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,308 $628K 0.14% +798 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,305 $627K 0.03% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,302 $626K 0.11% +88 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,302 $626K 0.06% +284 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,300 $626K 0.17% +48 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,299 $625K 0.04% +12 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,295 $624K 0.02% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,293 $624K 0.08% -4,315 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,288 $622K 0.13% +14 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,194 $620K 0.19% +3 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,272 $618K 0.03% +53 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,269 $617K 0.19% -28 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,267 $616K 0.11% +103 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,262 $615K 0.02% +1,005 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,261 $615K 0.06% 0 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,257 $614K 0.42% -76 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,255 $613K 0.04% +145 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,254 $613K 0.42% -120 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,252 $613K 0.06% -100 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 2,250 $612K 0.07% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,250 $612K 0.29% 0 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 2,250 $612K 0.18% -125 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 2,245 $611K 0.16% -5 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,238 $609K 0.14% 0 13F-HR Timeline Group Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,234 $608K 0.41% -4 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,234 $608K 0.12% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,234 $608K 0.25% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,230 $607K 0.07% +625 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,229 $606K 0.1% -65 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,228 $606K 0.01% +40 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,227 $606K 0.04% +131 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,226 $606K 0.06% +73 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,215 $602K 0.09% -5 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,213 $602K 0.37% +1 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,213 $602K 0.25% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,212 $602K 0.26% 0 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 2,209 $601K 0.05% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,207 $600K 0.04% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,197 $598K 0.39% +71 13F-HR Timeline