Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 23,082 $1.91M 0.28% 0 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 22,998 $1.9M 0.74% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 22,998 $1.9M 0.73% -4,284 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 22,982 $1.9M 0.05% -737 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 22,824 $1.89M 0.47% +3,781 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 22,757 $1.88M 0.18% -4,273 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 23,601 $1.88M 0.05% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 22,485 $1.86M 0.43% -6,919 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 22,412 $1.85M 0.38% +12,826 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 22,396 $1.85M 0.06% +3,332 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 22,335 $1.85M 0.29% +162 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 21,013 $1.84M 0.04% +6,169 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 22,128 $1.83M 0.33% -589 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 21,983 $1.82M 0.3% -90 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 21,736 $1.8M 0.05% -1,151 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 21,712 $1.79M 0.04% -2,018 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 21,688 $1.79M 0.15% -89 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 21,657 $1.79M 0.71% 0 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 21,634 $1.79M 0.5% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 21,571 $1.78M 0.17% -855 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 21,549 $1.78M 0.14% -1,217 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 21,547 $1.78M 0.14% -86 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 21,368 $1.77M 0.72% +544 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,332 $1.76M 0.04% +11 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 21,259 $1.76M 0.3% +4,445 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 21,144 $1.75M 0.14% +522 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 21,074 $1.74M 0.94% +71 13F-HR/A Timeline Washington Trust Bank More: the full row for Washington Trust Bank 20,986 $1.73M 0.12% +116 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Busey Bank More: the full row for Busey Bank 20,957 $1.73M 0.04% -567 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 20,909 $1.73M 0.59% 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 20,887 $1.73M 0.47% +2,104 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 20,766 $1.72M 0.43% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 20,755 $1.72M 0.16% +70 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 20,744 $1.71M 0.15% -58,835 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 20,730 $1.71M 0.14% 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 20,668 $1.71M 0.42% +550 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 19,529 $1.71M 0.16% +966 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 20,550 $1.7M 0.36% -31,802 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 20,540 $1.7M 0.02% -880 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 20,535 $1.7M 0.25% +485 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 20,431 $1.69M 0.24% -566 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 20,361 $1.68M 0.05% -357 13F-HR Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 20,342 $1.68M 0.15% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 20,341 $1.68M 0.5% -149 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 20,279 $1.68M 0.19% -4,044 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 20,213 $1.67M 0.23% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 20,109 $1.66M 0.15% -3,928 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 20,018 $1.65M 0.2% -1,015 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 20,000 $1.65M 0.21% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 19,981 $1.65M 0.52% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 19,926 $1.65M 0.83% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 19,902 $1.64M 0.04% -33,240 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 19,880 $1.64M 0.02% +325 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 19,788 $1.64M 0.19% -677 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 19,775 $1.63M 0.74% 0 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 18,998 $1.63M 0.34% +8,069 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 19,740 $1.63M 0.09% +380 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 19,633 $1.62M 0.02% -1,271 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 19,628 $1.62M 0.42% -1,627 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 19,987 $1.62M 0.17% +9,999 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 19,503 $1.61M 0.44% 0 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 19,450 $1.61M 0.89% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 19,382 $1.6M 0.06% -1,248 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 19,352 $1.6M 0.12% -1,221 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 18,262 $1.59M 0.42% -2,457 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 19,230 $1.59M 0.19% -376 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 19,204 $1.59M 0.07% +9,200 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 19,173 $1.58M 0.45% +31 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 19,100 $1.58M 1.11% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 19,094 $1.58M 0.06% -2,137 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 19,079 $1.58M 0.55% +1,009 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 19,034 $1.57M 0.06% +92 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 19,025 $1.57M 0.08% +56 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 18,867 $1.56M 0.92% -900 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 18,842 $1.56M 0.75% +175 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 18,806 $1.55M 0.53% -2,489 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 18,804 $1.55M 0.05% -8,988 13F-HR Timeline ARGA Investment Management, LP More: the full row for ARGA Investment Management, LP 18,802 $1.55M 0.04% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 18,785 $1.55M 0.89% +2 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 18,701 $1.55M 0.03% -1,877 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 18,677 $1.54M 0.12% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 18,632 $1.54M 0.39% +2,739 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 18,567 $1.53M 0.08% -101 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 18,523 $1.53M 0.47% -84 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 18,514 $1.53M 0.69% -1,694 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 18,514 $1.53M 0.24% +13,339 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 18,508 $1.53M 0.33% +89 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 18,453 $1.52M 0.13% +314 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 18,452 $1.52M 0.23% +8,618 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 18,408 $1.52M 0.32% +2,131 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 18,393 $1.52M 0.55% -123 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 18,393 $1.52M 0.25% -832 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 18,388 $1.52M 0.24% -5,948 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 18,357 $1.52M 0.11% -2,063 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 17,638 $1.51M 0.89% +123 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 18,235 $1.51M 0.3% -258 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 18,188 $1.5M 0.07% -1,209 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 18,140 $1.5M 0.12% +3,511 13F-HR Timeline CX Institutional More: the full row for CX Institutional 18,127 $1.5M 0.04% -339 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 18,117 $1.5M 0.39% +384 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 18,093 $1.5M 0.49% -1,896 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 18,030 $1.49M <0.01% -51 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 18,018 $1.49M 0.22% +365 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 18,000 $1.49M 0.5% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 17,987 $1.49M 0.5% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 17,971 $1.49M 0.51% -733 13F-HR Timeline 111 Capital More: the full row for 111 Capital 17,961 $1.48M 0.25% +13,684 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 17,955 $1.48M 0.46% -2,021 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 17,951 $1.48M 0.39% +1,484 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 17,925 $1.48M 0.04% +13,440 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 17,882 $1.48M 0.03% +5,015 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 18,071 $1.47M 0.34% +7,531 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 17,824 $1.47M 0.11% -776 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 17,800 $1.47M 1.02% -227 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 17,799 $1.47M 0.14% -66 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 17,760 $1.47M 0.03% -608 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 17,728 $1.47M 0.37% -61 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 17,675 $1.46M 0.05% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 17,671 $1.46M 0.48% -155 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 17,554 $1.45M 0.09% -12,909 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 17,456 $1.44M 0.15% +525 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 17,388 $1.44M 0.14% +18 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 17,089 $1.44M 0.18% 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 17,358 $1.43M 0.32% -17 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 17,346 $1.43M 0.21% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 17,288 $1.43M 0.74% +2,068 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 17,262 $1.43M 0.1% -393 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 17,232 $1.42M 0.11% +3,216 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 17,208 $1.42M 0.17% -652 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 17,207 $1.42M 0.03% -193 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17,189 $1.42M 0.04% +264 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 17,179 $1.42M 0.08% -4,714 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 17,160 $1.42M 0.32% -25 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 17,134 $1.42M 0.57% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 17,045 $1.41M 0.01% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 16,951 $1.4M 0.12% -1,139 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 16,950 $1.4M 0.03% -36,674 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 16,898 $1.4M 0.23% -9,162 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 16,874 $1.39M 0.3% +79 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 16,837 $1.39M 0.13% -125 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 16,789 $1.39M 0.49% +39 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 16,773 $1.39M 0.07% +6,552 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 16,719 $1.38M 0.16% -565 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 16,712 $1.38M 0.82% +115 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 16,636 $1.37M 0.15% +8,410 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16,632 $1.37M 0.07% +114 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 16,624 $1.37M 0.64% -12 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 16,609 $1.37M 0.31% +15 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 16,564 $1.37M 0.07% +9,491 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 16,493 $1.36M 0.69% -32 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,380 $1.35M 0.06% +2,237 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 16,241 $1.34M 0.02% +1,168 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 16,075 $1.33M 0.17% -86 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16,065 $1.33M 0.06% -754 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,062 $1.33M 0.04% -608 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 16,050 $1.33M 0.54% -1,062 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 15,972 $1.32M 0.37% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 15,526 $1.32M 0.06% -2,054 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 15,320 $1.32M 0.26% +9 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 15,791 $1.31M 0.14% -4,202 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 15,693 $1.3M 0.07% +5,514 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 15,637 $1.29M 0.03% -878 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 14,780 $1.29M 0.12% +2,012 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 15,576 $1.29M 0.24% +168 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 15,500 $1.28M 0.84% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 15,494 $1.28M 0.18% +520 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 15,493 $1.28M 0.02% +2,389 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 15,466 $1.28M 0.02% -246 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 15,414 $1.27M 0.11% -1,174 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 15,388 $1.27M 0.02% -1,139 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 15,387 $1.27M 0.04% -2,049 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 15,383 $1.27M 0.11% +2,271 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 15,365 $1.27M 0.08% +5,991 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 15,351 $1.27M 0.52% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 15,296 $1.26M 0.08% +1,501 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 15,296 $1.26M 0.06% +270 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 15,291 $1.26M 0.17% 0 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 15,280 $1.26M 0.01% -195,641 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 15,215 $1.26M 0.02% +6,885 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 15,167 $1.25M 0.03% -5,346 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,139 $1.25M 0.07% +110 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,124 $1.25M 0.14% -466 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,120 $1.25M 0.04% -751 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 15,115 $1.25M 0.16% +2,826 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15,105 $1.25M 0.11% -71,327 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15,097 $1.25M 0.08% -269 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 15,060 $1.24M 0.65% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 15,052 $1.24M 0.15% +458 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15,048 $1.24M 0.08% +450 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 15,029 $1.24M 0.05% -23 13F-HR Timeline Group Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 15,000 $1.24M 0.5% 0 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 14,953 $1.24M 0.49% -34 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 14,912 $1.23M 0.23% -173 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 14,886 $1.23M 0.34% -9,029 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 15,434 $1.23M 0.2% +913 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 14,838 $1.23M 0.57% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 14,823 $1.22M 0.45% -20 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 14,802 $1.22M 0.35% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 14,790 $1.22M 0.35% +10,269 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 14,786 $1.22M 0.02% +50 13F-HR Timeline