Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,156 $3.74M 0.13% -328 13F-HR Timeline Group American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 11,139 $3.73M 3.67% +184 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 11,126 $3.73M 0.75% +359 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 11,091 $3.72M 0.36% -3,289 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 11,073 $3.71M 1.02% +32 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,070 $3.71M 1.3% +4 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 11,056 $3.71M 1.89% +2,153 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 10,953 $3.7M 1.53% -9,069 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,916 $3.7M 1.59% -19 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 11,027 $3.7M 1.96% -2,343 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 11,020 $3.69M 1.29% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 11,019 $3.69M 0.33% -350 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,979 $3.68M 0.05% +2,132 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,962 $3.68M 0.24% +561 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,915 $3.66M 0.41% +197 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 10,904 $3.66M 0.36% -328 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,902 $3.66M 0.25% +90 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 10,893 $3.65M 0.15% -217 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 10,886 $3.65M 1.9% +2 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 10,881 $3.65M 2.47% -26 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,834 $3.63M 0.1% -30 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10,831 $3.63M 0.52% -4,343 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10,767 $3.61M 0.41% +14 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 10,752 $3.6M 0.39% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,736 $3.6M 0.16% +4,309 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 10,784 $3.6M 1.65% +3,785 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 10,688 $3.58M 0.5% -486 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 10,672 $3.58M 1.53% +85 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 10,665 $3.58M 0.45% -540 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 10,659 $3.57M 1.59% -12 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 10,647 $3.57M 2.47% -2,018 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 10,636 $3.57M 1.45% +1 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,636 $3.57M 0.29% +23 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 10,628 $3.56M 0.99% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,614 $3.56M 0.56% +1,417 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 10,578 $3.55M 1.52% +7 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 10,556 $3.54M 0.94% 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 10,548 $3.54M 0.53% -245 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 10,532 $3.53M 0.02% +2,026 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 10,504 $3.52M 0.95% +533 13F-HR/A Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 10,483 $3.51M 0.32% +757 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,444 $3.5M 0.76% -295 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10,441 $3.5M 0.1% +1,133 13F-HR Timeline Group W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 10,417 $3.49M 0.04% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10,411 $3.49M 0.76% -56 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 10,411 $3.49M 1.67% 13F-HR/A Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 10,394 $3.48M 1.08% +378 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 10,361 $3.47M 0.1% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 10,357 $3.47M 0.4% +750 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 10,353 $3.47M 2.4% -1,180 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,352 $3.47M 0.53% +43 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 10,319 $3.46M 2.72% +35 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 10,315 $3.46M 0.74% +6,484 13F-HR/A Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 10,301 $3.45M 0.64% +4,679 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 10,298 $3.45M 1.26% +3,636 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,283 $3.45M 0.25% -370 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 10,266 $3.44M 1.38% -929 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 10,263 $3.44M 0.17% +1,781 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 10,261 $3.44M 0.06% -22 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 10,230 $3.43M 2.01% -39 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,218 $3.43M 0.91% -262 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 10,214 $3.42M 1.23% +1 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 10,171 $3.41M 1.74% +107 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 10,143 $3.4M 1.91% -4,973 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 10,128 $3.4M 0.55% +49 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,115 $3.39M 0.39% -7 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 10,076 $3.38M 1.98% -772 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 10,049 $3.37M 0.05% -415 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 10,037 $3.37M 0.45% -245 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 10,037 $3.37M 1.13% -907 13F-HR/A Timeline LongView Wealth Management More: the full row for LongView Wealth Management 9,804 $3.36M 0.81% +53 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 10,015 $3.36M 1.03% +43 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,004 $3.35M 0.79% -56 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 9,994 $3.35M 0.77% +134 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 9,972 $3.34M 0.22% -1,350 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 9,964 $3.34M 0.76% +138 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 9,961 $3.34M 2.8% -3,785 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 9,953 $3.34M 0.01% +5,364 13F-HR/A Timeline Creekside Partners More: the full row for Creekside Partners 9,948 $3.34M 1.41% -954 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 9,907 $3.32M 1.18% -685 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 9,895 $3.32M 3.62% +604 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 9,895 $3.32M 1.83% +496 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,879 $3.31M 0.47% -31 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 9,877 $3.31M 2.81% +18 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 9,828 $3.3M 0.61% -458 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 9,818 $3.29M 2.24% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 9,808 $3.29M 2.15% -22 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 9,800 $3.29M 0.28% -744 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 9,780 $3.28M <0.01% 0 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 9,772 $3.28M 0.05% +137 13F-HR Timeline Group Financial Symmetry Inc More: the full row for Financial Symmetry Inc 9,771 $3.28M 1.34% +26 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 9,770 $3.28M 1.02% +240 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 9,748 $3.27M 1.8% -19 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 9,702 $3.25M 1.41% -372 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 9,696 $3.25M 0.97% -28 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 9,689 $3.25M 2.6% +426 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 9,644 $3.23M 0.88% -12,827 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,638 $3.23M 0.15% -213 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 9,610 $3.22M 2.24% -658 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 9,586 $3.21M 0.58% -162 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 9,564 $3.21M 1.67% -109 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 9,543 $3.2M 3.94% -1,015 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 9,542 $3.2M 0.4% +1 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 9,485 $3.18M 2.22% -282 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 9,435 $3.16M 0.82% -41 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 9,435 $3.16M 2.81% 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 9,433 $3.16M 0.77% -2 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 9,242 $3.16M 0.15% -335 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 9,399 $3.15M 1.75% +4,667 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 9,397 $3.15M 1% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,395 $3.15M 0.1% +137 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 9,378 $3.14M 0.86% +52 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 9,356 $3.14M 1.64% +131 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 9,354 $3.14M 1.5% -101 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 9,299 $3.12M 3.15% -981 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 9,294 $3.12M 2.77% 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 9,293 $3.12M 2.95% 13F-HR/A Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 9,255 $3.1M 0.83% -91 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 9,254 $3.1M 0.38% -203 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 9,254 $3.1M 3.05% 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 9,053 $3.1M 1.28% +543 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,238 $3.1M 0.84% -2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,226 $3.09M 0.42% -249 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 9,219 $3.09M 0.2% -3,529 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 9,216 $3.09M 1.24% -37 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 9,185 $3.08M 0.68% +635 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 9,168 $3.07M 0.68% 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 9,152 $3.07M 0.26% -343 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 9,151 $3.07M 1.79% +35 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 9,148 $3.07M 2.24% -13 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 9,112 $3.05M 0.1% +967 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9,097 $3.05M 0.73% -766 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 9,079 $3.04M 1% -14 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 9,066 $3.04M 2.04% 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 9,050 $3.03M 0.25% -419 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 9,043 $3.03M 0.19% +110 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 9,025 $3.03M 0.18% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 9,024 $3.03M 0.34% -551 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 8,879 $3.02M 3.9% -300 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 9,018 $3.02M 1.43% -98 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 9,010 $3.02M 0.1% -1,052 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,940 $3M 0.86% +1,321 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 8,937 $3M 2.95% 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,927 $2.99M 0.54% +65 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,911 $2.99M 0.64% -16 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,868 $2.97M 0.68% -58 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,857 $2.97M 0.08% +642 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 8,623 $2.95M 0.62% +3,741 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,783 $2.94M 0.66% -78 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8,767 $2.94M 0.57% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 8,763 $2.94M 0.43% -445 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 8,753 $2.93M 3.12% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,752 $2.93M 0.04% +2,541 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Daviman Financial, LLC More: the full row for Daviman Financial, LLC 8,746 $2.93M 1.72% 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,598 $2.93M 0.14% +232 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 8,741 $2.93M 0.04% +19 13F-HR Timeline Group Tillman Hartley LLC More: the full row for Tillman Hartley LLC 26,806 $2.93M 0.73% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 8,723 $2.92M 0.39% +873 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 8,708 $2.92M 1.72% 13F-HR/A Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 8,683 $2.91M 2.04% -1,673 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 8,675 $2.91M 0.46% -361 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,660 $2.9M 0.06% -877,750 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 8,659 $2.9M 2.58% 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,647 $2.9M 0.24% -150 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,645 $2.9M 1.04% +2 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,629 $2.89M 0.19% +441 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 8,628 $2.89M 0.39% 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 8,610 $2.89M 1.4% -1,120 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,591 $2.88M 0.22% -321 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 8,568 $2.87M 0.4% +31 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 8,538 $2.86M 7.6% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brio Consultants, LLC More: the full row for Brio Consultants, LLC 8,538 $2.86M 0.37% -160 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 8,499 $2.85M 0.04% +3,135 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,330 $2.85M 0.36% -15 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 8,497 $2.85M 1.19% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,487 $2.85M 0.2% -250 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,486 $2.85M 0.07% -229 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,433 $2.83M 1.19% -68 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,432 $2.83M 0.41% -500 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 8,430 $2.83M 1.66% 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 8,430 $2.83M 0.2% -5,920 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 8,405 $2.82M 0.62% +47 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 8,398 $2.82M 0.42% +10 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 8,379 $2.81M 0.19% +187 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,362 $2.8M 0.13% -115 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 8,357 $2.8M 2.43% 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 8,347 $2.8M 0.46% -41 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 8,331 $2.79M 1.41% +554 13F-HR Timeline CNB Bank More: the full row for CNB Bank 8,307 $2.79M 1.14% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 8,305 $2.78M 0.1% +332 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 8,220 $2.78M 1.23% +131 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,285 $2.78M 0.43% +7,402 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 8,280 $2.78M 0.92% 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 8,268 $2.77M 1.41% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 8,266 $2.77M 1.01% -122 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 8,104 $2.77M 0.16% -403 13F-HR Timeline Financial Insights, Inc. 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