CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 23,742 $1.89M 0.29% -535 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 23,697 $1.88M 0.02% +5,379 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 23,686 $1.88M 0.26% +551 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 23,470 $1.87M 1.21% +1,958 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 23,445 $1.86M 0.18% +71 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 23,351 $1.86M 1.25% -1,054 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 23,341 $1.85M 1.41% +1,727 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 23,247 $1.85M 0.48% -335 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 23,237 $1.85M 0.21% +371 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 23,102 $1.84M 0.94% +53 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 23,154 $1.83M 0.01% -301 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 22,916 $1.82M 0.75% +3,580 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 22,853 $1.82M 0.86% +2 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 22,842 $1.82M 0.55% +3,624 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 22,775 $1.81M 0.12% -1,088 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 22,734 $1.81M <0.01% -2,579 13F-HR Timeline Group Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 22,715 $1.81M 0.83% +125 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 22,676 $1.8M 0.16% -708 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 22,574 $1.79M 1.04% +125 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 22,560 $1.79M 1.28% -178 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 22,549 $1.79M 0.09% -1,488 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 22,318 $1.77M +13,399 Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 22,300 $1.77M <0.01% new 13F-HR Timeline Group BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 22,310 $1.77M 0.95% +12,190 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 21,976 $1.75M 0.06% -167 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 22,078 $1.75M 0.27% +5,905 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 21,930 $1.74M 0.02% +4,289 13F-HR/A Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 21,886 $1.74M 0.12% +920 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 21,717 $1.73M 0.03% +65 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 21,674 $1.72M 0.24% +13 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 21,335 $1.7M 0.32% -333 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 21,234 $1.69M 0.02% -1,216 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 21,187 $1.68M 0.14% +100 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 21,175 $1.68M 0.11% +325 13F-HR Timeline Bowie Capital Management, LLC More: the full row for Bowie Capital Management, LLC 21,000 $1.67M 0.08% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 20,728 $1.65M 1.36% -782 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 20,679 $1.64M 0.28% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 20,386 $1.62M 0.01% -27,894 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 20,282 $1.61M 0.36% +2,183 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 19,903 $1.58M 0.16% +795 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 19,941 $1.58M 0.23% +1,224 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 19,861 $1.57M 0.06% +7,066 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 19,660 $1.56M 0.48% +371 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 19,475 $1.55M 8.89% -1,054 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 19,390 $1.54M 0.39% +325 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 19,340 $1.54M 0.13% -125 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 19,321 $1.54M <0.01% +646 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 19,318 $1.54M 0.06% +1,647 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 19,263 $1.53M 0.21% +1,964 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 19,219 $1.53M 1.2% -18,701 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 19,195 $1.53M 0.21% -3,745 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 19,131 $1.52M 0.61% +21 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 19,111 $1.52M 0.23% -1,556 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 19,085 $1.52M 0.57% -861 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 18,894 $1.5M 0.59% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 18,761 $1.49M 0.11% -176 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 18,761 $1.49M <0.01% 0 13F-HR/A Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 18,743 $1.49M <0.01% -795 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 18,720 $1.49M 0.31% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 18,635 $1.48M 0.8% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 18,541 $1.47M 0.25% -1,302 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 18,536 $1.47M 0.1% 0 13F-HR/A Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 18,513 $1.47M 0.18% +7,117 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,506 $1.47M 0.01% -3,360 13F-HR Timeline Group VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 18,417 $1.46M 0.38% -370 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 18,372 $1.46M 0.89% +8,467 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 18,308 $1.46M 0.42% +1,113 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 18,255 $1.45M 1.08% +125 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 18,242 $1.45M 0.64% -1,669 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 18,194 $1.45M 0.04% -2,907 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18,193 $1.45M 0.01% -1,413 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 18,190 $1.45M 0.71% -300 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 18,001 $1.43M 0.15% +12,047 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 17,983 $1.43M 0.28% -2,130 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 17,949 $1.43M 0.3% +54 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 17,895 $1.42M 0.2% +304 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 17,727 $1.41M 0.38% +3 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 17,715 $1.41M 0.08% +970 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 17,718 $1.41M 0.58% -1,147 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 17,666 $1.4M 0.22% -2,565 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 17,657 $1.4M 0.23% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 17,629 $1.4M 0.02% 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 17,513 $1.39M 0.72% +3,362 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 17,448 $1.39M 0.22% +1,050 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 17,448 $1.39M 0.1% -293 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 17,394 $1.38M 1.14% 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 17,280 $1.37M 1.16% 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 17,261 $1.37M 0.09% -466 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 17,117 $1.36M 1.03% +127 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 17,093 $1.36M 0.79% +619 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 17,065 $1.36M 0.12% -115 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 16,899 $1.34M 0.41% -8,317 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 16,871 $1.34M 0.09% -2,077 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 16,749 $1.33M 0.12% +5,577 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,711 $1.33M 0.1% -1,357 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 16,672 $1.32M 0.04% -657 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 16,505 $1.31M 0.26% -429 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 16,467 $1.31M 0.97% +27 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 16,453 $1.31M 1.41% -201 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,429 $1.31M 0.43% +3,088 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 16,386 $1.3M 0.1% -7,081 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 16,240 $1.29M 1.02% -642 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,235 $1.29M 0.08% +146 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 16,028 $1.27M 0.35% +2,496 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 15,921 $1.26M 0.34% -104 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 15,805 $1.26M 0.94% +276 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 15,490 $1.23M 0.84% +2,946 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 15,482 $1.23M 0.02% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 15,429 $1.23M 0.04% -382 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 15,363 $1.22M 0.16% +2,482 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 15,333 $1.22M 0.58% +1,384 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 15,200 $1.21M 1.03% -575 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 15,120 $1.2M 0.16% +11,824 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 15,088 $1.2M 0.21% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 15,072 $1.2M 0.79% +848 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 15,052 $1.2M 0.14% -1,196 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 15,030 $1.19M 1.01% +205 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,009 $1.19M 0.01% -2,147 13F-HR/A Timeline Group Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 14,851 $1.18M 1.18% -109 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 14,811 $1.18M 0.36% -2,476 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 14,744 $1.17M 0.51% +14,716 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 14,649 $1.16M 0.33% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,462 $1.15M 0.05% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,460 $1.15M 0.02% -634 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 14,424 $1.15M 0.11% +150 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 14,401 $1.15M 0.88% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,314 $1.14M <0.01% +5,134 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 14,275 $1.13M 0.13% +1,075 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 14,265 $1.13M 0.47% +10,252 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 14,220 $1.13M <0.01% -7,594 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 14,186 $1.13M 0.41% +390 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 13,991 $1.11M 0.33% +351 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,982 $1.11M 0.02% +443 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 13,972 $1.11M 0.49% -188 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,917 $1.11M 0.04% +1,008 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 13,861 $1.1M 0.06% +51 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 13,858 $1.1M 0.76% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 13,846 $1.1M 0.25% -236 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 13,881 $1.1M 0.68% -41,287 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 13,831 $1.1M 0.09% +202 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 13,839 $1.1M 0.07% +499 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,751 $1.09M 0.06% -285 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 13,748 $1.09M 0.91% +529 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 13,744 $1.09M 0.12% +1,049 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 13,700 $1.09M <0.01% +500 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,680 $1.09M 0.02% +12,758 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,589 $1.08M 0.29% -2,562 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 13,537 $1.08M 0.72% +34 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 13,520 $1.07M 0.34% +239 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 13,444 $1.07M 0.33% -1,208 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 13,425 $1.07M 0.06% +3 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 13,399 $1.07M 0.13% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 13,303 $1.06M 0.48% +1,176 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 13,240 $1.05M 0.03% 0 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 13,259 $1.05M 0.63% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 13,060 $1.04M 0.86% +215 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,055 $1.04M 0.03% -15,762 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 12,983 $1.03M 0.19% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,927 $1.03M 0.01% +1,100 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 12,925 $1.03M 0.25% +3 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 12,894 $1.03M 0.71% -21,119 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 12,740 $1.01M 0.14% -521 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 12,714 $1.01M 0.21% -1,037 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 12,626 $1M 0.28% -240 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,609 $1M 0.01% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 12,560 $999K 0.12% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 12,540 $997K 0.34% 0 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 12,518 $995K 0.38% -475 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 12,487 $993K 0.12% +1,005 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 12,542 $993K 0.05% -4,997 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,389 $985K 0.32% +5,679 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 12,369 $983K 0.1% +4,140 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 12,331 $980K 0.11% -6 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 12,320 $979K 0.47% +2,870 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 12,320 $979K 0.32% -15 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,210 $971K 0.02% -1,797 13F-HR Timeline Group HT Partners LLC More: the full row for HT Partners LLC 12,180 $968K 0.3% -56 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12,160 $967K 0.02% -11 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,154 $966K 0.01% +325 13F-HR Timeline Group Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 12,093 $961K 0.53% -83 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 12,088 $961K 0.41% -156 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 11,977 $952K 0.03% -253 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,868 $944K 0.01% +7,241 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 11,814 $939K 0.12% +80 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 11,762 $935K 0.22% 0 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 11,700 $930K 0.11% -1,336 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 11,689 $929K 0.34% -4,371 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 11,610 $923K 0.21% +123 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,609 $923K 0.16% +3,420 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,553 $918K 0.03% -4,516 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 11,475 $912K 0.25% +121 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 11,422 $908K 0.03% new 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. 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