Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 36,294 $4.51M 0.8% -869 13F-HR Timeline Group BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 36,240 $4.5M 1.7% -468 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 36,073 $4.48M 2.3% -960 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 36,031 $4.48M 0.47% +1,557 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 36,027 $4.48M 1.77% -1,668 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 35,839 $4.45M 1.3% -140 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 35,790 $4.45M 0.89% +1,630 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 35,747 $4.44M 1.74% +3,128 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 35,603 $4.42M 0.22% +3,267 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 35,600 $4.42M 3.49% -25 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 35,548 $4.42M 0.52% +4,629 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 35,515 $4.41M 1.24% +59 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 35,501 $4.41M 1.73% +21,260 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 35,492 $4.41M 0.42% +14,995 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 35,488 $4.41M 1.73% -17 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 35,465 $4.41M 0.46% +443 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 35,380 $4.4M 0.25% -28,523 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 35,313 $4.39M 0.88% -1,337 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 35,168 $4.37M 0.45% -66 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 35,070 $4.36M 1.19% -1,336 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 35,000 $4.36M 1.47% -147 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 35,067 $4.36M 1.08% -689 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 34,998 $4.36M 1% +1,382 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 34,947 $4.34M 0.25% -238 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 34,887 $4.34M 1.7% -1,986 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 34,759 $4.32M 1.83% -983 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 34,717 $4.31M 0.57% -1,145 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 34,545 $4.29M 0.15% -1,302 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 34,452 $4.28M 0.43% -7,952 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 33,663 $4.28M 1.25% +246 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 34,440 $4.28M +5,609 Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 34,429 $4.28M 0.94% +375 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 34,340 $4.27M 1.02% -3,030 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 34,268 $4.26M 1.77% -2,998 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 34,268 $4.26M 0.1% -73 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 34,127 $4.24M 1.05% -785 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 34,103 $4.24M 0.43% +5,362 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 33,686 $4.24M 0.13% -11,744 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 34,018 $4.23M 2.26% -851 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 33,941 $4.22M 1.9% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 33,907 $4.21M 2.46% -3,401 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 32,857 $4.21M 0.27% +6,087 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 33,633 $4.18M 0.75% -2,602 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 33,612 $4.18M 1.6% +285 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 33,571 $4.17M 1.03% -2,695 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 33,527 $4.17M +9,831 Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 33,670 $4.16M 0.25% -348 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 33,405 $4.15M 1.25% -6,639 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 33,392 $4.15M 0.13% +8,454 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 33,353 $4.15M 0.33% -3,598 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 33,304 $4.14M 2.06% -2,079 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 33,195 $4.13M 0.75% -1,705 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 33,118 $4.12M 0.96% +320 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 33,183 $4.12M 0.14% +2,037 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 33,153 $4.12M 2.04% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 33,078 $4.11M 0.48% +392 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 33,030 $4.11M 0.77% +507 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 32,939 $4.1M 0.18% +8,383 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 33,000 $4.1M 0.59% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 32,997 $4.1M 1.13% -1,615 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 32,981 $4.1M 0.9% -282 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 31,655 $4.09M 0.23% +1,046 13F-HR/A Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 32,857 $4.08M 0.45% -1,924 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 32,778 $4.07M 0.23% -3,887 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 32,679 $4.06M 1.22% +11,134 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 32,651 $4.06M 0.11% +758 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 32,650 $4.06M 2.22% -4 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 32,614 $4.05M 2.27% new 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 32,580 $4.05M 0.13% +5,353 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 32,527 $4.04M 0.43% -177 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 32,524 $4.04M 1.01% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 32,516 $4.04M 0.19% -139 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 32,456 $4.03M 0.36% +886 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 32,444 $4.03M 1.34% +3,725 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 32,366 $4.03M 0.62% -20,638 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 32,376 $4.02M 0.59% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 32,355 $4.02M 0.27% +830 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 32,201 $4M 0.21% -681 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 30,370 $3.99M 0.39% +345 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 32,053 $3.98M 0.32% -704 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 32,044 $3.98M 1.26% -1,198 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 32,012 $3.98M 0.22% +4,927 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 31,970 $3.97M 1.19% -1,254 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 31,925 $3.97M 1.26% -7,643 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 31,838 $3.96M 0.31% -8,537 13F-HR Timeline Willow Financial LLC More: the full row for Willow Financial LLC 31,825 $3.96M 4.01% +1,894 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 31,734 $3.94M 0.57% -1,113 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 31,726 $3.94M 0.49% +590 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 31,725 $3.94M 0.12% -18 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 31,679 $3.94M 1.74% -24 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 31,643 $3.93M 2.65% -24 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 31,629 $3.93M 1.48% -2,872 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 31,614 $3.93M 1.41% +465 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 31,552 $3.92M 1.38% -592 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 31,524 $3.92M 1.6% -7,638 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 31,475 $3.91M 0.55% +493 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 31,448 $3.91M 0.9% +6,963 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 31,420 $3.9M 0.11% +442 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 31,410 $3.9M 0.56% -226 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 31,404 $3.9M 0.28% -1,510 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 31,281 $3.89M 0.22% -1,356 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 31,284 $3.89M 0.26% -413 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 31,244 $3.88M 0.34% +200 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 31,177 $3.87M 1.33% -683 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 31,155 $3.87M 1.94% +341 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 31,105 $3.87M 1.71% -1,027 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 31,009 $3.85M 0.41% +1,755 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 30,997 $3.85M 0.92% -1,112 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 31,017 $3.85M 1.43% +48 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 30,934 $3.84M 0.28% +1,810 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 30,902 $3.84M 1.49% +14 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 30,896 $3.84M 0.22% +644 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 30,872 $3.84M 0.5% -1,072 13F-HR/A Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 30,728 $3.82M 1.66% +300 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 30,707 $3.82M 0.28% +891 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 30,681 $3.81M 2.1% -2,088 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 30,630 $3.81M <0.01% +5,389 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 30,553 $3.8M 1.69% +2,752 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 30,541 $3.8M 2.28% -666 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 30,541 $3.8M 0.14% -6,595 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 30,526 $3.79M 1.07% +324 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 30,521 $3.79M 0.07% -10,944 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 30,423 $3.78M 1.45% +194 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 29,549 $3.77M 0.78% +148 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 30,318 $3.77M 0.62% +2,935 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 30,244 $3.76M 0.08% -60 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 30,190 $3.75M 0.09% -70 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 30,171 $3.75M 1.29% +2,502 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 30,150 $3.75M 2.55% -1,475 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 30,147 $3.75M 1.8% +844 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 30,013 $3.74M 0.83% +241 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 30,111 $3.74M 1% -2,095 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 30,081 $3.74M 1.49% 0 13F-HR Timeline Timelo Investment Management Inc. in group Timelo Investment Management … More: the full row for Timelo Investment Management Inc. 30,000 $3.73M 5.11% new 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 29,973 $3.73M 0.85% -19 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 29,866 $3.71M 0.7% +7,662 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 29,802 $3.71M 1.01% +13,009 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 28,087 $3.71M 1.91% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 29,747 $3.7M 0.38% -429 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 29,768 $3.7M 1.37% -438 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 29,753 $3.7M 0.47% -3,000 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 29,750 $3.7M 0.68% -3,310 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 29,708 $3.69M 0.82% -1,561 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 29,691 $3.69M 1.04% +991 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 29,597 $3.68M 1.93% -20,995 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 29,581 $3.68M 0.49% +1,256 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 29,580 $3.68M 0.45% +749 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 29,496 $3.67M 0.35% -990 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 29,453 $3.66M 1.16% -304 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 29,366 $3.65M 1.33% -2,124 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 29,353 $3.65M 2.53% -1,416 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 29,300 $3.64M 0.99% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 29,285 $3.64M 0.43% +1,516 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 29,272 $3.64M 2.5% +315 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 29,169 $3.63M 0.77% -1,433 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 29,201 $3.63M 2.01% -3,827 13F-HR Timeline Nationale-Nederlanden Powszechne Towarz… More: the full row for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 29,131 $3.62M 0.31% +14 13F-HR Timeline SWS Partners More: the full row for SWS Partners 29,047 $3.62M 0.89% -188 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 29,050 $3.61M 0.62% -1,004 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 28,983 $3.6M 0.7% -600 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 28,961 $3.6M 1.07% -509 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 28,946 $3.6M 0.36% -3,169 13F-HR Timeline Group Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 28,851 $3.59M 1.36% +151 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 28,837 $3.58M 2.35% -1,344 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 28,755 $3.57M 0.37% +1,431 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 28,752 $3.57M 0.62% +251 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 28,725 $3.57M 1.37% -500 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 28,638 $3.56M 0.78% +278 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 28,580 $3.55M 2.75% -1,400 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 28,564 $3.55M 0.82% -386 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 28,384 $3.54M 0.38% +12,307 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 28,339 $3.53M 0.4% +1,603 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 28,352 $3.53M 0.54% +703 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 28,225 $3.51M 0.37% -1,482 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 28,200 $3.5M 0.52% 0 13F-HR Timeline Group HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 28,149 $3.5M 0.87% +1,375 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 28,102 $3.49M 0.69% -700 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 28,094 $3.49M 0.16% -324,387 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 28,018 $3.48M 0.25% +21,345 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 28,017 $3.48M 1.27% +938 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 27,978 $3.48M 1.09% -206 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 27,926 $3.47M 1.28% -324 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 31,148 $3.47M 0.54% -298 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 27,865 $3.46M 0.82% +354 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 27,834 $3.46M 0.62% -206 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 27,746 $3.45M 0.18% -1,483 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 27,728 $3.45M 2.76% +1,078 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 27,672 $3.44M 1.74% -1,306 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 27,645 $3.44M 1.25% +1,270 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 26,928 $3.44M 1.15% -268 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 27,642 $3.44M 0.55% -273 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 27,615 $3.43M 1.67% +18,135 13F-HR Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 27,593 $3.43M 4.69% +1,596 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 27,593 $3.43M 0.71% +1,602 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 27,496 $3.42M 0.24% +1,571 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 27,450 $3.41M 0.78% -19,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 27,425 $3.41M 1.81% +5,231 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 27,415 $3.41M 1.25% -445 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 27,380 $3.4M 1.17% +424 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 27,359 $3.4M 0.43% -2,890 13F-HR Timeline