NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 16,250 $8.76M 1.5% +900 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 16,233 $8.75M 5.79% +7,508 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 16,068 $8.66M 0.78% -1,440 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,065 $8.64M 3.91% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 16,035 $8.64M 0.57% -83 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 17,857 $8.63M 1.5% 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 15,976 $8.61M 5.44% -34,573 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,904 $8.57M 0.88% +154 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 15,834 $8.53M 0.5% 0 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 15,779 $8.5M 1.49% +1,414 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 15,684 $8.45M 0.01% -535 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,600 $8.44M 0.86% -3,474 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 15,594 $8.4M 2.12% +4,370 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 15,594 $8.4M 0.13% +54 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 15,510 $8.36M 5.2% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 15,500 $8.35M 0.51% +2,391 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 15,477 $8.34M 2.7% 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 15,477 $8.34M 1.35% +47 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 15,450 $8.32M 2.3% +462 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 15,417 $8.31M 0.97% +167 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 15,376 $8.28M 2.27% -597 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 15,247 $8.22M 2.34% +3,500 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 15,243 $8.21M 1.4% +57 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 15,242 $8.21M 0.4% new 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 15,220 $8.2M 2.42% +261 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 15,205 $8.19M 1.62% -41 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,198 $8.19M 0.42% +796 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 15,113 $8.14M 4.42% +1,178 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 15,074 $8.12M 0.54% +1,136 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 15,039 $8.1M 3.99% +8 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 15,016 $8.09M 7.51% 13F-HR/A Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 15,017 $8.09M 0.57% -81 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 15,005 $8.08M 0.53% +468 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 14,527 $8.04M 3.68% 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 14,914 $8.04M 1.7% +7,576 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 14,888 $8.02M 0.56% +9,074 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 14,872 $8.01M 5.09% +417 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 14,257 $7.99M 2.26% +198 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 14,810 $7.98M 2.1% -671 13F-HR/A Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 14,750 $7.95M 0.13% +23 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 14,710 $7.93M 0.02% -1,295 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 14,654 $7.9M 1.04% +9,670 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 14,625 $7.88M 1.81% +275 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 14,611 $7.87M 1.95% -458 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 14,605 $7.87M 0.59% -4,129 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 14,595 $7.86M 8.13% +4,199 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 14,543 $7.84M 2.6% 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 14,540 $7.83M 4.07% -308 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 14,536 $7.83M 2.28% -1,409 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 14,494 $7.81M 0.21% +1,163 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 14,469 $7.8M 0.29% -595 13F-HR Timeline Group ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 14,466 $7.79M 4.88% +2,273 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 14,453 $7.79M 0.11% -236 13F-HR Timeline Group Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 14,442 $7.78M 7.22% 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 13,988 $7.78M 5.01% +574 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 14,432 $7.78M 0.25% -359 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 14,431 $7.78M 0.47% -1,228 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 14,401 $7.76M 0.8% +7,125 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 14,380 $7.75M 1.07% +752 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 14,358 $7.74M 5.36% +438 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 14,347 $7.73M 0.26% +1,899 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 14,333 $7.72M 0.6% +887 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 14,282 $7.7M 1.18% +2,196 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 14,231 $7.67M 0.02% +3,711 13F-HR Timeline Group Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 14,187 $7.64M 3.01% +13,750 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 14,163 $7.63M 0.92% +490 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14,125 $7.61M 0.62% +339 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 14,064 $7.58M 0.14% +814 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 14,064 $7.58M 2.18% 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 14,037 $7.56M 0.1% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 13,946 $7.51M 1.01% +950 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 13,928 $7.5M 0.72% +4,834 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 13,912 $7.5M 1.39% +522 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 13,883 $7.48M 2.81% +579 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,870 $7.47M 0.18% +1,009 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,859 $7.47M 0.79% +693 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 13,889 $7.46M 1.56% -533 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,851 $7.46M 2.7% +2,026 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,849 $7.46M 0.47% +776 13F-HR Timeline Group Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 13,422 $7.45M 5.68% 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 13,801 $7.44M 3.26% 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 13,795 $7.43M 0.9% -241 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 13,706 $7.41M 1.04% +535 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 13,704 $7.38M 0.76% -61 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 13,645 $7.35M 0.24% -1,378 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 13,602 $7.33M 0.78% -6,935 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 13,596 $7.33M 1.94% +2,723 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 13,564 $7.31M 2.27% +102 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 13,500 $7.27M 5.85% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 13,380 $7.21M 1.26% +33 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 13,341 $7.19M 6.52% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,310 $7.17M 0.28% +4,974 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 13,273 $7.15M 1.31% -27 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 13,271 $7.15M 0.32% -1,113 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 13,212 $7.12M 7.08% 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 13,175 $7.1M 0.2% +77 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 13,146 $7.08M 1.41% -21 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 13,145 $7.08M 6.16% 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 13,123 $7.07M 0.36% +123 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 13,122 $7.07M 4.55% +2,062 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 13,110 $7.06M 0.19% +162 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 13,103 $7.06M 0.3% +980 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 13,082 $7.05M 1.13% +7,119 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,923 $6.96M 2.99% +89 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 12,841 $6.92M 1.39% +434 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 12,790 $6.89M 0.09% +2,354 13F-HR Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 12,748 $6.87M 2.37% -1,312 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 12,718 $6.85M 4.63% 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 12,711 $6.85M 1.75% -50 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 12,700 $6.84M 1.28% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 12,553 $6.76M 1.21% -564 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 12,525 $6.75M 9.91% 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 12,490 $6.73M 0.46% -835 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 12,490 $6.73M 0.61% +3,781 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 12,480 $6.72M 2.22% -754 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 12,455 $6.71M 0.03% -354,326 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,323 $6.64M 0.48% +1,354 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 12,319 $6.64M 3.01% +7 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 12,281 $6.62M 0.55% +20 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 12,275 $6.61M 0.98% +16 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 12,270 $6.61M new Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 12,252 $6.6M 0.5% -268 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,217 $6.58M 0.25% -356 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 12,202 $6.57M 7.51% 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 12,137 $6.54M 2.06% +164 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 12,120 $6.53M 1.74% +240 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 12,109 $6.52M 3.06% -526 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 12,074 $6.51M 4.15% +762 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,072 $6.5M 0.45% +1,542 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 12,043 $6.49M 0.95% +682 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 12,019 $6.48M 1.19% +133 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 12,098 $6.47M 0.99% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 11,993 $6.46M 1.21% -2,756 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 11,980 $6.46M 0.53% -3,403 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,956 $6.44M 1.62% +1,263 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 11,949 $6.44M 0.49% +48 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 11,947 $6.44M -820 Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 11,928 $6.43M 0.21% -2,014 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 11,910 $6.42M 0.71% -248 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 11,901 $6.41M 0.68% +359 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,844 $6.38M 3.21% +5,281 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 11,837 $6.38M 0.41% -161 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 11,832 $6.38M 1.75% -284 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 11,662 $6.28M 1.12% +2,131 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 11,621 $6.26M 2.89% -14 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 11,585 $6.24M 0.92% -90 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 11,564 $6.23M 1.23% +9,195 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 11,536 $6.22M 3.78% -249 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,532 $6.21M 0.38% +185 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11,505 $6.2M 1.04% -40 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 11,481 $6.19M 1.93% +135 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,437 $6.16M 0.46% -1,106 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 11,346 $6.15M 0.06% 0 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 11,390 $6.14M 7.76% +1,492 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 11,389 $6.14M 1.33% +3,546 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 11,357 $6.12M 0.18% +548 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 11,355 $6.12M 1.94% -446 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 11,326 $6.1M 5.3% -1,913 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,313 $6.1M 0.56% -5 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 11,299 $6.09M 0.94% +1,215 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 11,290 $6.08M 1.57% +1,574 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 11,288 $6.08M 1.3% +6,129 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 11,263 $6.07M 1.51% +182 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 11,195 $6.03M 1.98% -152 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 11,155 $6.01M 3.2% +610 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 11,132 $6M 0.5% +1,444 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,113 $5.99M 0.56% +430 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 11,104 $5.98M 1.06% +362 13F-HR/A Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 11,083 $5.97M 1.9% +2,197 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 11,073 $5.97M 3.86% +1,042 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 11,058 $5.96M 0.77% -2,932 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,025 $5.94M 0.37% +2,070 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 10,990 $5.92M 3.5% 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 10,980 $5.92M 0.65% new 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 10,961 $5.91M 1.42% -388 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,935 $5.89M 1.88% +1,192 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 10,935 $5.89M 2.73% -47 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10,906 $5.88M 1.12% +1,781 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 10,880 $5.86M 2.79% -374 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,797 $5.82M 0.75% +778 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,788 $5.81M 1.42% +9 13F-HR Timeline SAXON INTERESTS, INC. 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