Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 4,731 $2.55M 0.86% -24 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,728 $2.55M 0.93% -80 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 4,722 $2.55M 1.37% +285 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 4,768 $2.55M 0.29% +3 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,716 $2.54M 0.3% +483 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,713 $2.54M 0.18% +1,465 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,709 $2.54M 1.61% 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 4,697 $2.53M 0.4% -292 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 4,692 $2.53M 1.11% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,691 $2.53M 2.84% 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,683 $2.52M 1.52% +251 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 4,680 $2.52M 1.12% +3,474 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,671 $2.52M 0.17% +650 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,668 $2.52M 0.51% +375 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,653 $2.51M 0.37% -6 13F-HR/A Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,648 $2.5M 0.14% +28 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 4,628 $2.49M 1.07% +137 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,624 $2.49M 0.23% +3,235 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,619 $2.49M 2.08% +3,073 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 4,613 $2.49M 0.2% -210 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,611 $2.48M 0.16% +364 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,610 $2.48M 0.53% +54 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,597 $2.48M 0.39% -231 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 4,590 $2.47M 1.4% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,584 $2.47M 0.27% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,569 $2.46M 1.76% +2,739 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 4,548 $2.45M 0.29% +641 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 4,542 $2.45M 1.05% +67 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,523 $2.44M 2.32% 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 4,522 $2.44M 0.97% -1,614 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 4,491 $2.42M 0.25% +12 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 4,488 $2.42M 1.11% -366 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 4,486 $2.42M 2.16% -720 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 4,468 $2.41M 1.7% 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,406 $2.4M 0.59% +1,453 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 4,450 $2.4M 1.48% +1,153 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,449 $2.4M 0.23% +567 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,447 $2.4M 0.41% +189 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 4,413 $2.38M 0.68% 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,403 $2.37M 0.23% -14 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,393 $2.37M 0.58% +189 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,392 $2.37M 0.64% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,392 $2.37M 0.1% -823 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,380 $2.36M 1.49% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,376 $2.36M 0.28% -7 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,370 $2.35M 0.25% -473 13F-HR/A Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,368 $2.35M 0.74% +386 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,350 $2.34M 0.65% +9 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,340 $2.34M 1.92% -7 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 4,337 $2.34M 2.36% 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 4,322 $2.33M 1.36% 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 4,310 $2.32M 1.27% +246 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,310 $2.32M 1.05% -319 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,309 $2.32M 0.4% -55 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,303 $2.32M 1.4% +10 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,284 $2.31M 0.16% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,274 $2.3M 1.24% -488 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 4,268 $2.3M 0.48% +15 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,268 $2.3M 1.99% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,259 $2.29M 0.4% -610 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,248 $2.29M 1.02% +391 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4,238 $2.28M 0.57% +2 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,223 $2.28M 2.54% 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,223 $2.28M 0.36% +84 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,212 $2.27M 2.08% 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 4,207 $2.27M 0.18% -6,296 13F-HR/A Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,207 $2.27M 0.62% +956 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,203 $2.26M 0.43% +2,099 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,059 $2.26M 0.61% 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 4,159 $2.26M 0.92% new 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 4,196 $2.26M 0.82% +1,517 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 4,191 $2.26M 1.18% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,169 $2.25M 0.42% -8 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,168 $2.25M 0.61% -90 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 4,165 $2.24M 0.72% -22,948 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,165 $2.24M 0.76% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,161 $2.24M 0.25% +616 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 4,160 $2.24M 1.22% -360 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 4,158 $2.24M 1.46% -688 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,158 $2.24M 0.3% -171 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 4,157 $2.24M 0.88% +1,130 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 4,145 $2.23M 0.37% +5 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 4,120 $2.22M 0.82% +341 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 4,117 $2.22M 0.28% +12 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,111 $2.22M 0.32% -660 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,105 $2.21M 0.33% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,103 $2.21M 0.04% +3,420 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,087 $2.2M 0.35% -393 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,084 $2.2M 0.03% -58 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 4,082 $2.2M 0.73% +493 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,070 $2.19M 0.08% +675 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,055 $2.18M 0.74% -94 13F-HR Timeline Group PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,052 $2.18M 0.68% +1,125 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,112 $2.17M 0.12% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,019 $2.17M 0.12% -8 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,017 $2.16M 0.18% -51 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,008 $2.16M 0.44% +28 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 4,000 $2.16M 2.3% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,999 $2.15M 0.26% +1,163 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 3,991 $2.15M 0.85% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,990 $2.15M 0.87% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 3,988 $2.15M 0.09% -275 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 3,982 $2.15M 0.54% -83 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,974 $2.14M 0.39% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,967 $2.14M 0.42% -261 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,961 $2.13M 0.06% -182 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,958 $2.13M 0.04% +272 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,956 $2.13M 0.11% -75 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,950 $2.13M 0.07% +620 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,916 $2.11M 1.35% +1 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,910 $2.11M 0.52% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,910 $2.11M 0.2% -25 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 3,897 $2.1M 0.37% +113 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,895 $2.1M 0.36% -46 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,893 $2.1M 0.96% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,880 $2.09M 0.26% +56 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,877 $2.09M 1.32% +614 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,861 $2.08M 0.27% +1,133 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,771 $2.08M 0.02% -320 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,855 $2.08M 0.14% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 3,710 $2.07M 0.79% -128 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,837 $2.07M 0.51% +222 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,837 $2.07M 0.25% +1,048 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,833 $2.07M 1.43% -150 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,823 $2.06M 0.19% +574 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,807 $2.05M 0.12% +783 13F-HR Timeline Group Grange Capital, LLC More: the full row for Grange Capital, LLC 3,801 $2.05M 2.15% 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 3,829 $2.05M 0.68% +73 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,793 $2.04M 0.27% -138 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 3,790 $2.04M 0.32% -360 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,786 $2.04M 0.32% -19 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,780 $2.04M 0.43% +2,716 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,779 $2.04M 0.34% +8 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,776 $2.03M 1.09% +1,182 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 3,776 $2.03M 1.63% 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,768 $2.03M 1.79% +268 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 3,758 $2.02M 0.99% 0 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 3,758 $2.02M 0.84% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,742 $2.02M 0.06% +644 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,724 $2.01M 0.33% +449 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,607 $2M 0.09% +118 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,687 $1.99M 0.12% +6 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,684 $1.99M 1.14% -110 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 3,669 $1.98M 0.66% +96 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,667 $1.98M 0.26% +36 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,656 $1.97M 0.12% +321 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 3,643 $1.96M 0.43% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,623 $1.96M 0.13% +43 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,637 $1.96M <0.01% 0 13F-HR/A Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 3,632 $1.96M 0.4% -26 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 3,632 $1.96M 2.05% +116 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,628 $1.96M 0.54% +961 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,626 $1.95M 0.69% -38 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,625 $1.95M 0.41% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,618 $1.95M 0.3% +4 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 3,603 $1.94M 1.83% 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 3,599 $1.94M 1.18% +1 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,594 $1.94M 1.48% 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,592 $1.94M 0.17% +416 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,586 $1.93M 0.85% +227 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 3,468 $1.93M 1.17% +66 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 3,459 $1.92M 0.78% -968 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,565 $1.92M -62 Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,565 $1.92M 0.42% -4 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,560 $1.92M 1% 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 3,557 $1.92M 1.71% 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 3,524 $1.9M 1.05% -251 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,520 $1.9M 0.26% -99 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Callan Capital, LLC More: the full row for Callan Capital, LLC 3,511 $1.89M 0.14% -242 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 3,509 $1.89M 1.28% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,505 $1.89M 0.73% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,486 $1.88M 0.56% +4 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 3,482 $1.88M 1.19% +147 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,480 $1.88M 1.19% +820 13F-HR Timeline TCV Trust & Wealth Management, Inc. 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