M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 15,596 $10.7M 5.55% +235 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 15,542 $10.7M 7.79% -378 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 15,541 $10.7M 1.45% +105 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 15,529 $10.7M 3.57% -982 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 15,507 $10.7M -12,617 Timeline NWAM LLC More: the full row for NWAM LLC 15,471 $10.6M 0.53% +28 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 15,435 $10.6M 7.76% +1,125 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 15,449 $10.6M 3.65% +460 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 15,444 $10.6M <0.01% +10,372 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 15,403 $10.6M 2.14% +1,330 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 15,388 $10.6M 0.08% +8,713 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,416 $10.6M 1.62% +56 13F-HR/A Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 15,371 $10.6M 5.43% +6 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 15,330 $10.5M 4.8% +2,011 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 15,319 $10.5M 1.09% +324 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 15,286 $10.5M 5.34% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 15,279 $10.5M 0.3% -385 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 15,266 $10.5M 0.28% +2,907 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 15,234 $10.5M 1.13% +10,266 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 15,172 $10.4M 1.46% +35 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 15,079 $10.4M 1.29% +534 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15,108 $10.4M 0.43% +2,683 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 15,108 $10.4M 2% +2,405 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 15,107 $10.4M 2.89% -150 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 15,426 $10.3M 0.77% +910 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 15,061 $10.3M 3.18% +790 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 15,006 $10.3M 0.4% +2,091 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 14,980 $10.3M 4.62% 0 13F-HR/A Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 14,963 $10.3M 1.94% +180 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 14,936 $10.3M 0.12% +167 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 14,907 $10.2M 0.32% +915 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 14,904 $10.2M 0.69% +102 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 14,831 $10.2M 14.1% +477 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 14,815 $10.2M 0.01% +1,395 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 14,794 $10.2M 1.25% +10 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,751 $10.1M 1.12% -1,935 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,749 $10.1M 0.13% -201 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 14,726 $10.1M 3.36% -326 13F-HR Timeline Ategra Capital Management, LLC in group Ategra Capital Management, LLC More: the full row for Ategra Capital Management, LLC 14,724 $10.1M 5.38% 0 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,715 $10.1M 0.31% +857 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 14,701 $10.1M 0.37% +46 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 14,692 $10.1M 5.11% +2,091 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 14,595 $10M 0.08% +705 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 14,556 $10M 0.15% -840 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 14,528 $9.98M 0.48% -2,174 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 14,520 $9.97M 1.99% -100 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 14,496 $9.96M 2.54% -475 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 14,493 $9.95M 0.97% +6 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 14,348 $9.85M 1.82% +482 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 14,348 $9.85M 1.61% -794 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 14,342 $9.85M 0.13% +1,975 13F-HR Timeline Group DF DENT & CO INC More: the full row for DF DENT & CO INC 14,316 $9.83M 0.19% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 14,306 $9.83M 0.63% +1,149 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 14,286 $9.81M 0.26% +514 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 14,212 $9.76M 0.85% +53 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,163 $9.73M 0.4% +169 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 14,162 $9.73M 0.3% +287 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 14,157 $9.72M 0.12% -494 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 14,147 $9.72M 1.31% -180 13F-HR Timeline Group TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 14,142 $9.71M 1.06% +35 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 14,142 $9.71M 2.32% +282 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 14,054 $9.65M 4.17% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 14,038 $9.62M 6.76% -512 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 13,974 $9.6M 0.42% +3,670 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 13,964 $9.59M 1.43% -8 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 13,974 $9.59M 11.54% new 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 13,938 $9.57M 1.97% -331 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 13,933 $9.57M 0.96% -288 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 13,931 $9.57M 4.29% -665 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 13,909 $9.55M 4.54% -45 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 13,893 $9.54M 1.1% -29 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 13,810 $9.48M 0.02% -432 13F-HR Timeline Group Citizens Business Bank More: the full row for Citizens Business Bank 13,802 $9.48M 1.43% -340 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 13,801 $9.48M 3.07% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 13,783 $9.47M <0.01% +2,186 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 13,758 $9.45M 3.44% -299 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 13,753 $9.45M 0.83% +1,237 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 13,748 $9.44M 1.37% -93 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,739 $9.44M 0.5% -690 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 13,736 $9.43M 3.96% +53 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 13,703 $9.41M 4.58% +226 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 13,670 $9.39M 7% +320 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 13,629 $9.36M 3.02% +621 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 13,621 $9.36M 0.02% +2,423 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 13,613 $9.35M 0.36% -1,222 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 13,549 $9.31M 2.05% +103 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 13,543 $9.3M 2.89% -801 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 13,506 $9.28M 2.25% +1,932 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 13,500 $9.27M 6.25% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 13,493 $9.27M 2.1% -685 13F-HR Timeline Group Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 13,477 $9.26M 2.23% +152 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 13,461 $9.25M 2.54% -481 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 13,455 $9.24M 0.5% +3,347 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 13,411 $9.21M 0.81% -85 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 13,390 $9.2M 1.06% -48 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 13,368 $9.18M 1.06% +1,117 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 13,366 $9.18M 1.71% +697 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 13,322 $9.15M 2.23% +7,236 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 13,300 $9.13M 4.57% +10,889 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 13,297 $9.13M 0.11% -80 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13,294 $9.13M 0.41% -50 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 13,252 $9.1M 4.58% +881 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 13,246 $9.1M 2.67% +156 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 13,232 $9.09M 1.16% +109 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,211 $9.07M 0.25% +524 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 13,203 $9.07M 0.61% +162 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 13,192 $9.06M 9.96% +489 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 13,148 $9.03M 8.44% -1,026 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 13,143 $9.03M 1.93% +3,064 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 13,113 $9.01M 0.98% -14 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 13,099 $9M 2.59% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,099 $9M 0.58% +3,074 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 13,082 $8.98M 1.22% -16 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 13,049 $8.96M 1.99% -17 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 13,034 $8.95M 2.3% +1,094 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12,999 $8.93M 0.1% -5,689 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 12,993 $8.92M 0.22% -3,446 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 12,990 $8.92M 1.93% +337 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 12,856 $8.83M 0.45% +255 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,851 $8.83M 0.12% +2,305 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 12,811 $8.8M 0.16% +11 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 12,806 $8.8M 10.63% +4,826 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 12,789 $8.78M 0.41% -133 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,779 $8.78M 0.31% +179 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 12,771 $8.77M 4.7% +262 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 12,737 $8.75M 0.44% +1,571 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 12,699 $8.72M 0.54% +1,102 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 12,697 $8.72M 1.07% -520 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 12,674 $8.7M 0.76% -37 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 12,627 $8.67M 4.69% +939 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 12,613 $8.66M 1.77% -131 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,608 $8.66M 0.53% +2,123 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 14,481 $8.65M 0.24% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 12,575 $8.64M 6.55% -142 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 12,533 $8.61M 3.86% +400 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 66,059 $8.6M 1.04% +36 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 12,477 $8.57M 1.64% +350 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 12,463 $8.56M 7.31% +182 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 12,458 $8.56M 0.43% -142 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 12,431 $8.54M 0.15% +2,518 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 12,098 $8.53M 1.7% 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 12,408 $8.52M 0.99% -362 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 12,342 $8.48M 0.74% -693 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 12,297 $8.45M 3.96% +588 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 12,295 $8.44M 0.62% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 12,285 $8.44M 0.73% -546 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 12,250 $8.41M 0.41% +601 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 12,126 $8.33M 1.92% -119 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 12,097 $8.31M 3.19% +305 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 12,096 $8.31M 0.08% -2,770 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 12,025 $8.26M 0.88% -3,000 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,013 $8.25M 1.01% -503 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 12,000 $8.24M 0.63% 0 13F-HR Timeline Group Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 11,967 $8.22M 1.22% +84 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 11,911 $8.18M 1.32% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 11,893 $8.17M 3.75% new 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11,876 $8.16M 0.59% +122 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,795 $8.15M 0.08% -122 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 11,860 $8.15M 0.35% +125 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 11,851 $8.14M 0.09% -1,794 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,821 $8.12M 1.48% -483 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 11,821 $8.12M 2.72% -11,379 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,818 $8.12M 0.49% -19 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 11,813 $8.11M 1.55% -483 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 11,734 $8.1M 4.75% +2,479 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 11,782 $8.09M 7.46% +9,454 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,746 $8.07M 0.17% +194 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 11,722 $8.05M 7.74% 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 11,682 $8.02M 2.5% -244 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 11,679 $8.02M 1.96% +961 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 11,668 $8.01M 0.2% +68 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 11,666 $8.01M 1.93% +1,153 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 11,661 $8.01M 5.45% +395 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 11,627 $7.99M 0.51% +9,074 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 11,600 $7.97M 0.04% +267 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 11,568 $7.95M 0.7% -257 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 11,563 $7.94M 2.13% -63 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 11,523 $7.91M 1.79% -663 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 11,516 $7.91M 3.34% -937 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 11,496 $7.91M 0.05% -1,062 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11,466 $7.88M 0.98% -956 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 11,441 $7.86M 0.44% +93 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 11,414 $7.84M 0.13% +573 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,409 $7.84M 0.33% +70 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 21,051 $7.82M 0.84% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 11,367 $7.81M 1.87% -988 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 11,364 $7.8M 0.45% +759 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 11,358 $7.8M 1.38% +252 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 11,279 $7.75M 0.67% +2,468 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 11,351 $7.74M 0.04% -1,386 13F-HR Timeline Group Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 11,246 $7.72M 6.18% +93 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 11,232 $7.71M 0.68% +240 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Whitford Management LLC More: the full row for Whitford Management LLC 11,231 $7.71M 6.89% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,176 $7.68M 0.47% +4,496 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 11,151 $7.66M 3.8% +10 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 11,118 $7.64M 1.89% -295 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 11,102 $7.63M 1.15% +38 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 11,096 $7.62M 6.55% -863 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 11,082 $7.61M 1.96% +360 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 11,075 $7.61M 1.25% +672 13F-HR Timeline