Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 13,367 $4.4M 0.63% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 13,354 $4.39M 0.55% +253 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 13,374 $4.39M 0.67% -103 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 13,370 $4.39M 2.33% +263 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 13,362 $4.38M 1.41% +413 13F-HR/A Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 13,332 $4.38M 3.45% +22 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 13,322 $4.37M 3.08% -137 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 13,278 $4.36M 0.47% -333 13F-HR/A Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 13,234 $4.34M 0.86% -77 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 13,233 $4.34M 0.65% -1,864 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 13,216 $4.34M 0.39% -71 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 13,204 $4.33M 2% -285 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13,201 $4.33M 0.2% -1,298 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 13,183 $4.33M 0.21% +81 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 13,172 $4.32M 1.66% -1,020 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 13,153 $4.32M 0.45% -1,134 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,126 $4.31M 0.37% +147 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 13,125 $4.31M 1.55% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 13,116 $4.3M 1.22% +583 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 13,109 $4.3M 0.27% +1,933 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 13,091 $4.3M 0.03% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 13,087 $4.29M 1.99% +39 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 13,076 $4.29M 0.09% +908 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 13,073 $4.29M 2.75% -204 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,040 $4.28M 0.16% -3,660 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 13,038 $4.28M 0.33% -271 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 12,945 $4.25M 1.16% +140 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,902 $4.23M 0.12% -2,488 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 12,888 $4.23M 0.95% +3,704 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 12,869 $4.22M 0.57% -169 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 12,853 $4.22M 0.45% -9 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,845 $4.22M 0.26% +18 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 12,796 $4.2M 2% -909 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 12,784 $4.2M 1.58% +1,498 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. 12,774 $4.19M 0.28% -1,081 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 12,748 $4.18M 0.28% -5,459 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 12,737 $4.18M 0.83% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 12,720 $4.17M 0.78% +6,471 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 12,705 $4.17M 2.23% -3,279 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 12,695 $4.17M 0.8% +594 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 12,665 $4.16M 2.88% +8 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 12,613 $4.14M 0.05% -9,170 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12,591 $4.13M 0.87% -3 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,461 $4.09M 2.19% +355 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 12,479 $4.08M 1.19% -269 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,335 $4.07M 0.09% +36 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 12,399 $4.07M 0.67% -230 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 39,494 $4.06M 1.77% +852 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 12,380 $4.06M 0.89% 0 13F-HR/A Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 12,366 $4.06M 1.29% +11,317 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 12,363 $4.06M 1.15% -24,929 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 12,358 $4.06M 2.28% -82,738 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 12,055 $4.05M 0.77% -65 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 12,334 $4.05M 0.24% +2,593 13F-HR Timeline Group Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 12,324 $4.04M 0.51% +29 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 12,310 $4.04M 0.32% -227 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 12,305 $4.04M 2.25% -55 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 12,289 $4.03M 0.56% -28 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 12,286 $4.03M 0.35% -499 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,234 $4.03M 0.85% -23 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 12,206 $4.01M 3.06% 0 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 12,233 $4M 0.39% +1,046 13F-HR Timeline Group Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 12,182 $4M 2.25% new 13F-HR Timeline Group Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 12,169 $3.99M 0.53% +53 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 12,122 $3.98M 1.7% 0 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 12,118 $3.98M 2.02% +244 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 12,058 $3.96M 0.09% +20 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 11,996 $3.94M 1.1% +1,500 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 11,975 $3.93M 0.01% +8,212 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 11,967 $3.93M 0.46% -828 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 12,873 $3.91M 0.2% +6,386 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 11,915 $3.91M 0.91% -21 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 11,872 $3.9M 0.64% -473 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 11,867 $3.89M 2.36% +1,546 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 11,643 $3.89M 1.7% -773 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 11,836 $3.88M 0.37% +458 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 11,800 $3.87M 2.67% +10,690 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,794 $3.87M 0.68% -427 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 11,793 $3.87M 0.63% +487 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 11,783 $3.87M 0.64% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 11,745 $3.87M 0.71% -157 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,762 $3.86M 0.04% +3,562 13F-HR Timeline Group NDVR, Inc. More: the full row for NDVR, Inc. 11,741 $3.85M 3.21% +6,964 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,737 $3.85M 0.43% -685 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 11,700 $3.84M 0.85% +47 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 11,659 $3.84M 0.9% +2,212 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 11,692 $3.84M 0.86% -486 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 11,658 $3.83M 2.51% -19 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 11,654 $3.82M 0.23% +342 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 11,652 $3.82M 1.81% -7 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 11,623 $3.81M 2.35% -435 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 11,575 $3.81M 0.23% +3 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 11,547 $3.8M 3.01% +199 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,558 $3.79M 0.25% -72 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 11,543 $3.79M 1.57% +12 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 11,536 $3.79M 1.5% +187 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 11,533 $3.78M 3.47% -8,219 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 11,517 $3.78M 0.34% +2 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 11,493 $3.77M 0.33% +165 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,484 $3.77M 0.13% +2,753 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,444 $3.76M 0.26% +363 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 11,437 $3.75M 1.61% -11 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 11,415 $3.75M 2.63% -699 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 11,410 $3.74M 2.6% 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 11,369 $3.73M 0.33% -4,160 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,367 $3.73M 0.37% +8,624 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 11,322 $3.72M 0.24% -1,004 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 11,308 $3.71M 2.1% -212 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 11,292 $3.71M 1.75% -117 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,278 $3.7M 0.12% -179 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 11,270 $3.7M 1.09% +137 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,260 $3.69M 0.48% 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 11,232 $3.69M 0.37% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,145 $3.68M 0.67% +1,229 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 11,205 $3.68M 0.51% -1,061 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 11,195 $3.67M 1.42% -249 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 14,000 $3.67M 0.74% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 11,174 $3.67M 0.58% +1 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 11,110 $3.65M 0.16% -1,279 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 11,100 $3.64M 0.92% -1,518 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,066 $3.63M 1.34% -32 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 11,041 $3.62M 0.99% +15 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 11,038 $3.62M 2.19% +299 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 11,020 $3.62M 1.33% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 11,005 $3.61M <0.01% +3,795 13F-HR Timeline Group Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 10,994 $3.61M 2.11% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 10,955 $3.6M 3.56% 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 10,944 $3.59M 1.21% -1,343 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,935 $3.59M 1.6% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,909 $3.58M 0.44% +22 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 10,907 $3.58M 2.27% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 10,902 $3.58M 1.58% -253 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 10,884 $3.57M 1.88% +3,518 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 10,871 $3.57M 1.1% +4,274 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,864 $3.57M 0.1% +346 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,767 $3.57M 0.83% -6,315 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 10,848 $3.56M 2.15% +24 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,812 $3.55M 0.26% -311 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 10,793 $3.54M 0.56% +507 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10,753 $3.53M 0.41% -22 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 10,752 $3.53M 0.36% -300 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,739 $3.52M 0.78% -1,444 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,718 $3.52M 0.42% -22 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 10,678 $3.5M 0.69% +16 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 10,672 $3.5M 1.67% +140 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 10,671 $3.5M 1.67% -138 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 10,658 $3.5M 0.31% -1,449 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,653 $3.5M 0.26% +96 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 10,635 $3.49M 1.57% -25 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 10,628 $3.49M 1.04% -155 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10,626 $3.49M 2.32% +260 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,613 $3.48M 0.29% -10 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 10,611 $3.48M 0.34% +1,826 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 10,558 $3.48M 3% -346 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 10,592 $3.48M 1.33% -530 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 10,587 $3.47M 1.49% -466 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 10,571 $3.47M 1.52% -565 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 10,544 $3.46M 0.31% -375 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,480 $3.45M 1.06% -82 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10,467 $3.43M 0.77% +194 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 10,464 $3.43M 0.05% +2,659 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,401 $3.41M 0.23% -186 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 10,384 $3.41M 0.13% -150,320,330 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 10,375 $3.4M 0.77% -51 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 10,356 $3.4M 2.46% +5 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 10,330 $3.39M 0.43% -294 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,322 $3.39M 0.2% +50 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 10,286 $3.39M 0.64% -281 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,309 $3.38M 0.53% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 10,282 $3.38M 0.42% +132 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 10,284 $3.37M 2.73% -340 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 10,283 $3.37M 0.06% +2,331 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 10,280 $3.37M 3.76% -396 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 10,269 $3.37M 2% 0 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 10,268 $3.37M 2.46% +132 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 10,213 $3.35M 1.47% -47 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,122 $3.32M 0.4% -725 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 10,094 $3.31M 0.6% +1,602 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 10,079 $3.31M 0.55% +67 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 10,074 $3.31M 1.51% -184 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 10,064 $3.31M 1.74% -29 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 10,070 $3.3M 0.87% -18 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 10,062 $3.3M 0.11% -63 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,060 $3.3M 0.78% -70 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 10,041 $3.3M 1.31% -71 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 10,016 $3.29M 1% +980 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 9,972 $3.27M 1.1% +211 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 9,971 $3.27M 0.96% +7,648 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,910 $3.25M 0.49% -3 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 9,880 $3.24M 0.73% -46 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9,863 $3.24M 0.84% -632 13F-HR Timeline DAGCO, INC. 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