Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 13,453 $3.7M 0.54% -78 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 12,736 $3.69M 2.35% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 13,365 $3.67M 0.54% +2,585 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 13,348 $3.67M 0.63% 0 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 13,334 $3.66M 2.27% +1,320 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 13,311 $3.66M 0.91% +36 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 13,310 $3.66M 0.65% +2,834 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 13,971 $3.66M 1.59% +2,623 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,304 $3.66M <0.01% -1,262 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 13,259 $3.64M 0.32% +205 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 13,203 $3.63M 0.61% -221 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 13,154 $3.62M 0.64% -243 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 13,139 $3.61M 3.35% 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 13,128 $3.61M 2.09% -1,797 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 13,125 $3.61M 1.45% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 13,122 $3.61M 3% +113 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 13,108 $3.6M 3.47% +2,290 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 13,106 $3.6M 1.04% -2,722 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 13,080 $3.59M 1.81% +2,837 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 13,067 $3.59M 0.87% +264 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,063 $3.59M 0.28% -406 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 13,048 $3.59M 2.42% +47 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 13,027 $3.58M 1.43% -446 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 13,008 $3.58M 0.33% -584 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 13,007 $3.57M 1.08% +196 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 12,984 $3.57M 0.53% +296 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 12,972 $3.57M 0.37% +10,297 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 12,967 $3.56M 0.33% -181 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 12,776 $3.56M 1.09% +693 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 12,918 $3.55M 0.03% -22 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,911 $3.55M 0.17% +512 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 12,905 $3.55M 0.78% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 12,904 $3.55M 0.26% -2,557 13F-HR Timeline Group Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 12,876 $3.54M 4.65% -7,521 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 12,873 $3.54M 3.07% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 12,859 $3.53M 1.59% +921 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 13,205 $3.53M 0.01% +261 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 12,846 $3.53M 0.38% -6 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 12,844 $3.53M 1.15% -454 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 12,826 $3.53M 2.7% 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 12,817 $3.52M 2.84% -389 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 12,426 $3.52M 0.69% +1,114 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 12,793 $3.52M 2.1% +1,872 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,772 $3.51M 0.09% +662 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 12,762 $3.51M 0.36% -1,129 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 12,748 $3.5M 0.61% -34 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 12,712 $3.49M 1.8% -532 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 12,623 $3.47M 2.25% -2,463 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 12,594 $3.46M 0.77% +1,262 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 12,560 $3.45M 0.21% +117 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,554 $3.45M 0.36% +1,010 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 12,509 $3.44M 0.66% +8,924 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,497 $3.43M 0.81% +700 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 12,391 $3.41M 0.83% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 12,380 $3.4M 0.83% 0 13F-HR/A Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 12,295 $3.38M 0.46% +1,655 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 12,282 $3.38M 1.38% +566 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 12,496 $3.36M 2.19% +220 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 12,221 $3.36M 0.24% +652 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 11,565 $3.35M 2.73% 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 12,146 $3.34M 1.89% -2,409 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 12,127 $3.33M 3.34% +2,425 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 12,122 $3.33M 1.41% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 12,121 $3.33M 0.33% -1,009 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 12,076 $3.32M 1.73% -653 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 12,075 $3.32M 1.11% +251 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 12,889 $3.3M 1.73% -1,985 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 13,550 $3.3M 0.39% +4,396 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 12,015 $3.3M 0.14% -267 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 12,012 $3.3M 0.91% -212 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 11,994 $3.3M 0.09% -1,179 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 11,971 $3.29M 1.14% -78 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 11,949 $3.28M 1.37% -137 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,007 $3.28M 0.32% +1,647 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 11,933 $3.28M 1.49% -131 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 11,907 $3.27M 0.23% -1,212 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 11,884 $3.27M 0.06% +5,156 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 11,868 $3.26M 0.79% +315 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,855 $3.26M 0.26% +230 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,841 $3.25M 0.17% +1,705 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 11,829 $3.25M 2.15% -185 13F-HR/A Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 11,823 $3.25M 2.43% +10,122 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 11,783 $3.24M 0.62% +10,533 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 11,771 $3.24M 2.02% -1,450 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 11,757 $3.23M 0.55% -6,712 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 11,726 $3.22M 2.46% -539 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 11,717 $3.22M 0.4% -300 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 11,700 $3.22M 0.83% -91 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,691 $3.21M 0.13% +2,022 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 12,159 $3.21M 0.76% +2,639 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 11,662 $3.21M 1.75% -532 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 11,636 $3.2M 0.62% -20,326 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 11,619 $3.19M 0.05% -721 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 11,591 $3.19M 0.63% -99 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 11,542 $3.17M 0.36% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 11,502 $3.16M 0.5% +2,772 13F-HR/A Timeline KWMG, LLC More: the full row for KWMG, LLC 11,500 $3.16M 0.32% -4,048 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 11,489 $3.16M 2.52% +15 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 11,460 $3.15M 0.89% +514 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 11,447 $3.15M 1.77% +119 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,445 $3.15M 0.41% -3,614 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,442 $3.14M 0.26% -2,390 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 11,014 $3.13M 1.49% +734 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 11,396 $3.13M 1.38% -1,544 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 11,377 $3.13M 0.76% -687 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 11,367 $3.12M 0.99% -385 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 11,361 $3.12M 1.46% -103 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,353 $3.12M 0.29% +10 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 11,345 $3.12M 3.08% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,267 $3.1M 0.44% +1,116 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 11,265 $3.1M 0.62% +731 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 11,263 $3.1M 0.22% +100 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,260 $3.1M 0.43% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Miller Investment Management, LP More: the full row for Miller Investment Management, LP 11,255 $3.09M 0.34% -440 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 11,255 $3.09M 3.12% -88 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,254 $3.09M 0.42% -211 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,191 $3.08M 0.34% -60 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 14,000 $3.07M 0.7% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 11,167 $3.07M 0.43% +562 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 11,157 $3.07M 2.1% +230 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 11,147 $3.06M 0.83% -32 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 11,146 $3.06M 2.01% +8 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 11,134 $3.06M 0.62% +111 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 11,121 $3.06M 1.76% +82 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 11,071 $3.04M 0.09% +3,286 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 11,060 $3.04M 0.23% +1,965 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 11,027 $3.03M 1.89% -69 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,009 $3.03M 0.25% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 10,985 $3.02M 0.82% -412 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 10,984 $3.02M 2.93% 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 10,976 $3.02M 1.59% -180 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,956 $3.01M 1.53% +863 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 10,954 $3.01M 1.16% 0 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 10,928 $3M 1.97% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 10,921 $3M 1.84% +602 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 10,915 $3M 1.21% +70 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 10,907 $3M 1.99% -86 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,887 $2.99M 0.41% +35 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 10,831 $2.99M 1.72% +185 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,879 $2.99M 0.91% -33 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 10,903 $2.98M 0.33% +1,083 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 10,841 $2.98M 1.56% +8 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,827 $2.98M 0.64% +1,128 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 10,810 $2.97M 2% -1,847 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10,769 $2.96M 0.4% +6,188 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,745 $2.95M 0.1% +43 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 10,738 $2.95M 1.84% -2,003 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 10,725 $2.95M 0.15% -45 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,972 $2.94M -141 Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,692 $2.94M 0.78% +291 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,646 $2.93M 0.27% -2,418 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 10,686 $2.92M 1.46% -4,414 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 10,625 $2.92M 1.55% +23 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,564 $2.9M 0.98% -51 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,507 $2.89M 0.26% -3,534 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 10,504 $2.89M 2.12% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 10,497 $2.88M 3.05% +3,633 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 10,485 $2.88M 0.51% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 10,457 $2.87M 2.61% +101 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 10,412 $2.86M 0.57% -204 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 10,412 $2.86M 1.51% -467 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 10,406 $2.86M 0.01% -8,547 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,404 $2.86M 0.07% +2,961 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 10,401 $2.86M 0.76% +423 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 10,399 $2.86M 1.06% +7,175 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 10,375 $2.85M 0.24% +387 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 10,371 $2.85M 2.56% +865 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 10,351 $2.84M 2.7% +1,636 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10,344 $2.84M 0.29% +58 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 10,318 $2.84M 1.72% +8,873 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 10,318 $2.84M 0.92% +35 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10,290 $2.83M 0.53% +31 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 10,269 $2.82M 1.89% 0 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 10,263 $2.82M 0.4% -1,013 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 10,216 $2.82M 2.5% +468 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 10,244 $2.82M 0.94% +955 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 10,244 $2.81M 0.61% +920 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 10,224 $2.81M 2.53% -90 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 10,214 $2.81M 0.91% +345 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 10,199 $2.8M 1.13% +63 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,181 $2.8M 0.77% +40 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10,131 $2.78M 0.87% -281 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 10,100 $2.78M 0.42% -74 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 25,495 $2.76M 1.5% +1,160 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 10,046 $2.76M 0.2% -1,340 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,956 $2.76M 0.33% +261 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 10,014 $2.75M 0.71% -20 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 10,013 $2.75M 1.8% -2,910 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 9,972 $2.74M 0.08% +271 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 9,951 $2.73M 2.09% -24,797 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 9,919 $2.73M 1.35% +5,113 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,879 $2.72M 0.47% -508 13F-HR Timeline DAGCO, INC. 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