MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 11,413 $1.27M 0.46% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 11,363 $1.27M 0.35% +1,444 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 11,352 $1.26M 1.23% 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 11,342 $1.26M 0.24% 0 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 11,339 $1.26M 0.29% 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 11,336 $1.26M 0.17% +618 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,305 $1.26M 0.39% +1,094 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 11,302 $1.26M 0.4% +825 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 11,302 $1.26M 0.1% +472 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 11,301 $1.26M 0.47% -170 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 11,298 $1.26M 1.19% +103 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 11,280 $1.26M 0.5% -1,321 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 11,278 $1.26M 0.29% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 11,272 $1.26M 0.1% -4,133 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 11,252 $1.25M 1.02% 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 11,243 $1.25M 0.43% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 11,240 $1.25M 0.52% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 11,225 $1.25M 0.07% -10,199 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 11,211 $1.25M 0.08% -3,120 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 11,174 $1.24M 0.73% -481 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 11,150 $1.24M 0.64% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,137 $1.24M 0.13% +6,421 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 11,137 $1.24M 0.93% 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,125 $1.24M 0.14% +1,081 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 11,122 $1.24M 0.55% -304 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 11,091 $1.24M 1.12% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 11,084 $1.23M 0.53% +2,651 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 11,073 $1.23M 0.41% -17 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 11,060 $1.23M 0.42% -1,670 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 11,057 $1.23M 0.41% 13F-HR/A Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 11,054 $1.23M 0.07% +2,304 13F-HR Timeline Group BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 11,029 $1.23M 0.89% +47 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 11,026 $1.23M 0.33% +1,732 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 10,999 $1.23M 0.81% +294 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 10,994 $1.22M 0.25% +282 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 10,992 $1.22M 0.04% -261 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 10,981 $1.22M 0.08% +1,234 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 10,974 $1.22M 0.22% -65 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 10,962 $1.22M 1.09% 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 11,773 $1.21M 0.73% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 10,889 $1.21M 0.7% 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,877 $1.21M 0.27% -269 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 10,857 $1.21M 0.68% -804 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 10,849 $1.21M 0.88% -45 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 10,839 $1.21M 0.82% -1,758 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 10,808 $1.21M 0.24% +108 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 10,829 $1.21M 0.82% +175 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 10,817 $1.21M 0.48% -399 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,805 $1.2M 0.17% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 10,802 $1.2M 0.08% -216 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10,799 $1.2M 0.45% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 10,782 $1.2M 0.07% +7,782 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 10,762 $1.2M 0.42% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 10,743 $1.2M 0.24% +704 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 10,739 $1.2M 0.09% +1,517 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 10,738 $1.2M 0.35% +399 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 10,733 $1.2M 1% -1 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 10,708 $1.19M 0.4% -1,380 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10,701 $1.19M 0.15% +1,500 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 10,660 $1.19M 0.08% +150 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 10,650 $1.19M 0.36% -178 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 10,642 $1.19M 0.53% +14 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 10,639 $1.19M 0.23% +686 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 10,635 $1.18M 0.56% -487 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 10,603 $1.18M 0.95% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 10,471 $1.18M 0.46% -90 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 10,591 $1.18M 0.01% +3,276 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 10,558 $1.18M 0.46% -815 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 10,554 $1.18M 0.17% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 10,551 $1.18M 0.39% +275 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 10,550 $1.18M 0.32% -750 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10,521 $1.17M 0.34% -450 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 10,521 $1.17M 0.55% -9 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 10,520 $1.17M 0.73% -300 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,515 $1.17M 0.07% +1,922 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 10,514 $1.17M 0.74% -4,572 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 10,513 $1.17M 0.17% +538 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 10,499 $1.17M 0.63% -13 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 10,483 $1.17M 0.25% +218 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 9,917 $1.17M 0.13% +1,104 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 10,457 $1.17M 0.53% -50 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 10,440 $1.16M 0.04% +243 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 10,439 $1.16M 0.13% +736 13F-HR/A Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 10,424 $1.16M 0.75% +35 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 10,396 $1.16M 0.79% 0 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 10,375 $1.16M 0.74% 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 10,359 $1.15M 0.19% +3,382 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,359 $1.15M 0.1% -1,465 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 10,336 $1.15M 0.09% -138 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 10,334 $1.15M 0.3% -168 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 10,200 $1.15M 0.18% 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 10,323 $1.15M 0.48% +500 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 10,239 $1.14M 0.92% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 10,235 $1.14M 0.25% -450 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 10,229 $1.14M 0.26% -8,126 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 9,483 $1.14M 0.28% -147 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 10,169 $1.13M 0.2% -294 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 10,167 $1.13M 0.15% 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 10,165 $1.13M 0.01% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 10,148 $1.13M 0.08% -259,656 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 10,122 $1.13M 0.37% -27 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 10,110 $1.13M 0.35% -166 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 10,101 $1.13M 0.53% -38 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 10,099 $1.13M 0.04% +172 13F-HR Timeline Group NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 10,088 $1.12M 0.07% +188 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 10,084 $1.12M 0.15% -1,648 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 10,083 $1.12M 0.18% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10,080 $1.12M 0.21% +438 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 10,079 $1.12M 0.36% -1,600 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 10,072 $1.12M 0.24% 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 10,069 $1.12M 1.12% 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 10,065 $1.12M 0.16% -458 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10,032 $1.12M 0.18% -177 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 10,046 $1.12M 0.12% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 10,024 $1.12M 0.31% -818 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 10,024 $1.12M 0.95% +25 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 10,012 $1.12M 0.13% +2,488 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 10,011 $1.12M 0.67% -178 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 10,009 $1.12M 0.03% 0 13F-HR Timeline Group ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 10,000 $1.11M 0.07% 0 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 10,000 $1.11M 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Laurion Capital Management LP More: the full row for Laurion Capital Management LP 10,000 $1.11M 0.08% new 13F-HR/A Timeline DKRT Investments Corp. More: the full row for DKRT Investments Corp. 10,000 $1.11M 0.32% 0 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 9,999 $1.11M 0.83% 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 9,992 $1.11M 0.2% +2,175 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 9,990 $1.11M 0.17% -1,008 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 9,990 $1.11M 0.52% -273 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 30,242 $1.11M 0.19% -196 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 9,989 $1.11M 0.39% +20 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9,983 $1.11M 0.09% 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 9,979 $1.11M 0.89% -316 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 9,971 $1.11M 0.35% -1,365 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 9,931 $1.11M 0.19% 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 9,896 $1.1M 0.3% -1,134 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 9,887 $1.1M 0.09% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 9,887 $1.1M 0.79% -86 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 9,884 $1.1M 0.15% +232 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 9,882 $1.1M 0.7% +79 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 9,879 $1.1M 0.17% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 9,825 $1.09M 0.14% -3,555 13F-HR Timeline InvesTrust More: the full row for InvesTrust 9,822 $1.09M 0.42% -3,072 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 9,819 $1.09M 0.61% 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 9,812 $1.09M 0.17% 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 9,800 $1.09M 0.12% +12 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 9,787 $1.09M 0.12% -100 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 9,784 $1.09M 0.55% +150 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 9,776 $1.09M 0.13% -150 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 9,767 $1.09M 0.66% -363 13F-HR Timeline Group Vantus Wealth LLC More: the full row for Vantus Wealth LLC 9,754 $1.09M 0.8% 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 9,720 $1.08M 0.74% +1,294 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 9,704 $1.08M 0.11% +441 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 9,681 $1.08M 0.12% -30 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 9,653 $1.08M 0.09% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 9,647 $1.07M 0.26% -99 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 9,641 $1.07M 0.33% +2,097 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 9,636 $1.07M 0.04% +83 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 9,097 $1.07M 0.18% +2 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 9,611 $1.07M 0.35% -589 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 9,607 $1.07M 0.05% -40 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 9,600 $1.07M 0.2% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 9,591 $1.07M 0.71% +3,717 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 9,576 $1.07M 0.85% +467 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 9,570 $1.07M 0.85% 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 9,550 $1.06M 0.35% -306 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,545 $1.06M 0.38% -301 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 9,534 $1.06M 0.1% +925 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 9,517 $1.06M 0.38% +234 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 9,515 $1.06M 0.35% -119 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 9,514 $1.06M 0.26% -1,289 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 9,504 $1.06M 0.29% -34 13F-HR/A Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 8,808 $1.06M 0.19% +15 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 9,490 $1.06M 0.11% -1,486 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 9,480 $1.06M 0.48% 0 13F-HR Timeline Group Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 9,481 $1.06M 0.1% -292 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,470 $1.06M 0.05% -935 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 9,464 $1.05M 0.06% +230 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,462 $1.05M 0.11% +38 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 9,444 $1.05M 0.43% -185 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 9,427 $1.05M 0.46% -708 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 9,413 $1.05M 0.08% 0 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 9,403 $1.05M 0.77% +380 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9,392 $1.05M 0.31% -43 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 9,390 $1.05M 0.02% +1,281 13F-HR Timeline Group Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 9,385 $1.05M 0.19% -32 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,357 $1.05M 0.25% +974 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 9,382 $1.05M 1% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 9,379 $1.04M 0.36% -94 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 9,372 $1.04M 0.04% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 9,364 $1.04M 0.06% +321 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 9,352 $1.04M 0.14% -137 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 9,349 $1.04M 0.44% +11 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,338 $1.04M 0.15% +38 13F-HR Timeline Raleigh Capital Management Inc. 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