Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 9,817 $690K 0.23% +60 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 9,803 $689K 0.14% -1,598 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,786 $687K 0.07% -1,795 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 9,764 $686K 0.12% -84 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 8,570 $684K 0.19% -204 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 9,701 $681K 0.11% -1,260 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 9,694 $681K 0.05% -811 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 9,691 $681K 0.39% -67 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 8,908 $679K 0.5% +64 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 9,639 $677K 0.25% +2,000 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 9,605 $675K 0.34% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 9,595 $674K 0.14% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 9,591 $674K 0.43% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 9,555 $671K 0.18% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,544 $670K 0.05% +1,058 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 9,538 $670K 0.14% -1,500 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 9,539 $670K 0.17% -4,576 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 9,537 $670K 0.35% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 9,534 $670K 0.03% -36 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,504 $668K 0.1% -41 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 9,504 $668K 0.03% +192 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 9,491 $667K 0.42% -123 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,494 $667K 0.06% +2,785 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9,486 $666K 0.15% -3,975 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 9,476 $666K 0.31% -4 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 9,454 $664K 0.25% +1,082 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 9,450 $664K 0.44% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 9,426 $662K 0.19% +422 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 9,400 $660K 0.53% -714 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 9,368 $658K 0.08% +176 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 9,360 $657K 0.15% -14 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 9,350 $657K 0.13% +111 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 9,312 $654K 0.22% +1,605 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9,311 $654K 0.04% 0 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,310 $654K 0.06% +112 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9,243 $650K 0.06% -301 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 9,216 $647K 0.02% +74 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 9,212 $647K 0.62% +264 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,207 $647K 0.02% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 9,192 $646K 0.32% +902 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 9,174 $644K 0.11% +3,042 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,162 $642K 0.12% +13 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,105 $640K 0.03% +176 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 9,078 $638K 0.6% 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 9,057 $636K 0.39% +48 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 9,047 $635K 0.14% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 9,041 $635K 0.37% +761 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 9,000 $632K 0.94% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,004 $632K 0.24% 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 8,997 $632K 0.1% -33,242 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 8,990 $631K 0.09% -1,103 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,953 $629K 0.07% +175 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 8,952 $629K 0.23% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 8,931 $627K 0.02% +4,118 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 8,874 $625K 0.21% 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 8,885 $624K 0.07% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 8,876 $623K 0.05% -231 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 8,859 $622K 0.46% -6,211 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,857 $622K 0.18% +40 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 8,849 $622K 0.05% +42 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 8,849 $622K 0.01% -1,104 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 8,800 $618K 0.14% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 8,800 $618K 0.02% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 8,782 $617K 0.05% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 8,771 $616K 0.11% +8 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 8,767 $616K 0.16% -2,428 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,763 $616K 0.03% +603 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 8,753 $615K 0.15% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 8,725 $613K 0.08% +11 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 8,723 $613K 0.08% -571 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 8,713 $612K 0.17% +5 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,702 $611K 0.21% -321 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 8,700 $611K 0.3% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,692 $610K 0.02% +2,177 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,665 $609K 0.09% -36 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,664 $609K 0.04% +3,191 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 8,634 $606K 0.41% -533 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 7,568 $605K 0.07% +241 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 8,613 $605K 0.13% +19 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 8,571 $602K 0.49% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 8,473 $595K 0.08% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 8,437 $593K 0.06% -1,628 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 8,420 $591K 0.03% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,100 $591K 0.04% -800 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 8,418 $591K 0.02% -95 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 8,385 $590K 0.26% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 8,404 $590K 0.4% -285 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,395 $590K 0.15% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 8,350 $586K 0.1% +3,262 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,329 $585K 0.06% -565 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,300 $583K 0.01% +431 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 8,293 $582K 0.42% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 8,292 $582K 0.1% -4,735 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,317 $582K 0.11% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8,288 $582K 0.15% -5,730 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 8,285 $582K 0.11% +106 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 8,255 $580K 0.1% -16 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 10,044 $580K 0.19% -17,290 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 8,250 $579K 0.2% +368 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 8,196 $576K 0.35% 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 8,137 $572K 0.04% -5 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 8,136 $571K 0.07% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 8,127 $571K 0.06% -214 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 8,110 $570K 0.18% -1,773 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 8,056 $566K 0.07% +792 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 8,047 $565K 0.29% 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,020 $563K 0.39% -96 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,184 $560K 0.12% +1,046 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 7,950 $558K 0.14% +334 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 7,948 $558K 0.6% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,926 $557K 0.28% -51 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,909 $556K 0.06% -488 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,150 $554K 0.04% +51 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 7,853 $552K 0.39% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,845 $551K 0.07% -525 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 7,837 $550K 0.32% -1,200 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,825 $550K 0.15% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 7,809 $549K 0.19% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,748 $544K 0.04% +235 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,744 $544K 0.03% -94,017 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,743 $544K 0.12% +66 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 7,732 $543K 0.14% +3,494 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 7,731 $543K 0.17% +40 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 7,700 $541K 0.1% -90 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 7,655 $538K 0.03% -600 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,628 $536K 0.04% -1,032 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,628 $536K 0.06% +2,972 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7,608 $534K 0.21% +605 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,608 $534K 0.05% +2,654 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,601 $534K 0.03% +113 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 7,593 $533K 0.06% -957 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 7,565 $531K 0.5% 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,522 $530K 0.05% -1,964 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,541 $530K 0.2% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,531 $529K 0.01% +1,341 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,525 $529K 0.02% +152 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,520 $528K 0.14% +986 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,517 $528K 0.38% -186 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,512 $528K 0.07% -2,251 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,499 $527K 0.03% +1,075 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 7,486 $526K 0.38% -353 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 7,485 $526K 0.11% 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 7,452 $524K 0.01% +1,091 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,453 $523K 0.09% -21 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 7,452 $523K 0.08% 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 7,451 $523K 0.03% +262 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7,447 $523K 0.19% +535 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 7,415 $521K 0.39% -170 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 7,408 $520K 0.06% -265 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,407 $520K 0.03% +130 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 7,400 $520K 0.16% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,388 $519K 0.03% +4,615 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,386 $519K 0.14% 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,350 $516K 0.05% +1,867 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 7,350 $516K 0.19% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 7,338 $515K 0.04% -91 13F-HR Timeline Pacifica Capital Investments, LLC More: the full row for Pacifica Capital Investments, LLC 7,335 $515K 0.17% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 7,320 $514K 0.1% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 7,327 $514K 0.17% 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 7,309 $513K 0.14% +547 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 7,297 $513K 0.21% -1,662 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 7,292 $512K 0.52% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,286 $512K 0.2% -1,362 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 7,280 $511K 0.45% 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 7,275 $511K 0.34% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 7,258 $510K 0.16% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,248 $509K 0.04% -541 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,238 $508K 0.18% -91 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 7,235 $508K 0.09% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 7,220 $507K 0.28% 0 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,200 $506K 0.25% -737 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 7,196 $505K 0.27% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 7,075 $505K 0.21% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 7,179 $504K 0.09% +981 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7,164 $503K 0.09% +2 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,153 $502K 0.05% 0 13F-HR/A Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 7,152 $502K 0.11% +36 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,150 $502K 0.09% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7,143 $502K 0.15% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 7,131 $501K 0.23% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Verum Partners LLC More: the full row for Verum Partners LLC 7,119 $500K 0.14% -2,639 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 7,105 $499K 0.11% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 8,829 $499K 0.45% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,103 $499K 0.26% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,101 $499K 0.08% -4,243 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 7,075 $497K 0.21% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,051 $495K 0.27% -627 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,018 $493K 0.05% +134 13F-HR/A Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 6,356 $493K <0.01% +2,103 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 7,012 $493K 0.07% -1,036 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 7,011 $492K 0.03% -39 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 7,011 $492K 0.1% +2 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 7,000 $492K 0.32% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6,987 $491K 0.04% +169 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 6,977 $490K 0.18% +2 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,966 $489K 0.05% -729 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,942 $488K 0.06% -1,289 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,936 $487K 0.05% -257 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,935 $487K 0.13% +75 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,926 $486K 0.01% +966 13F-HR Timeline