Wynn Capital, LLC More: the full row for Wynn Capital, LLC 27,627 $2.5M 1.58% +222 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 27,545 $2.49M 0.52% +744 13F-HR/A Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 27,604 $2.49M 1.54% +800 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 27,502 $2.48M 0.73% -240 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 26,637 $2.48M 1.37% -440 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 27,456 $2.48M 6.34% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 27,447 $2.48M 1.09% -1,590 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 27,446 $2.48M 1.46% 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 27,389 $2.47M 1.78% +127 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 27,366 $2.47M 0.55% -656 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 27,346 $2.47M 0.38% +2,254 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 27,267 $2.46M 0.14% +3,020 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 27,233 $2.46M 0.39% +5,826 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 27,194 $2.46M 0.09% +5,369 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 27,154 $2.45M 0.24% +659 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 26,926 $2.43M 1.22% +275 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 26,924 $2.43M 0.29% +2,335 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 26,884 $2.43M 1.06% -2,627 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 26,807 $2.42M 0.5% +18,263 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 26,803 $2.42M 0.95% +15,999 13F-HR Timeline ANB BANK More: the full row for ANB BANK 26,749 $2.42M 1.06% 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 26,740 $2.42M 1.7% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 26,671 $2.41M 1.19% -407 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 26,634 $2.41M 0.18% -449 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 26,577 $2.4M 1.79% +100 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 26,568 $2.4M 0.22% +2,053 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 26,528 $2.4M 0.36% +1,784 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 26,472 $2.39M 0.09% +155 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 26,435 $2.39M 0.71% +3,737 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 26,435 $2.39M 0.46% +7,079 13F-HR/A Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 26,432 $2.39M 0.22% +12,550 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 26,421 $2.39M 1.53% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 26,419 $2.39M 0.21% +3,452 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 26,358 $2.38M 0.45% +2,543 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 26,342 $2.38M 0.75% -1,562 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 26,297 $2.38M 0.03% +13,541 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 26,263 $2.37M 0.39% +1,191 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 26,227 $2.37M 0.7% -1,420 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 26,206 $2.37M 1.41% -2,856 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 26,200 $2.37M 1.19% -28,776 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 26,200 $2.37M 1.92% 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 26,186 $2.37M 0.07% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 26,068 $2.36M 0.23% +1,517 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 26,104 $2.36M 0.14% +3,553 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 26,065 $2.36M 0.04% -1,865 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 25,974 $2.35M 0.86% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 25,888 $2.34M 0.25% +2,896 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 25,890 $2.34M 0.88% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 25,860 $2.34M 2.29% 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 25,846 $2.34M 0.19% -2,478 13F-HR/A Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 25,839 $2.33M 1.35% -699 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 25,813 $2.33M 1.61% -215 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 25,777 $2.33M 0.68% +5,587 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 25,735 $2.33M 0.3% +800 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 25,725 $2.32M 1.68% +2,754 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 25,719 $2.32M 0.07% +1,962 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 25,706 $2.32M 0.34% +2,047 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 25,623 $2.32M 0.06% +123 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 25,571 $2.31M 1.12% -21 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 25,527 $2.31M 0.3% -497 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 25,509 $2.3M 0.63% +287 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 25,475 $2.3M 0.67% +1,433 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 25,463 $2.3M 0.45% -753 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 23,079 $2.3M 0.45% -641 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 21,855 $2.3M 0.19% +1,508 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 25,411 $2.3M 0.05% -11,632 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 25,375 $2.29M 0.1% -531 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 27,469 $2.29M 1.18% +1,843 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 25,251 $2.29M 0.17% -689 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 25,204 $2.28M 0.78% -474 13F-HR Timeline Skye Global Management LP More: the full row for Skye Global Management LP 25,200 $2.28M 0.05% -78,800 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 25,188 $2.28M 0.38% -477 13F-HR/A Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 25,173 $2.27M 0.17% -163 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 25,112 $2.27M 0.1% -2,063 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 25,109 $2.27M 0.98% -1,595 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 25,102 $2.27M 0.65% -2,270 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 25,053 $2.26M 2.48% -1,200 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 25,050 $2.26M 1.69% -5,765 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 25,042 $2.26M 0.29% +50 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 25,021 $2.26M 0.62% +8,596 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) 25,000 $2.26M 0.06% +5,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trust Co of the South More: the full row for Trust Co of the South 24,978 $2.26M 0.46% -669 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 24,972 $2.26M 0.21% -269 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 24,962 $2.26M 0.09% +1,243 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 24,878 $2.25M 0.32% +701 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 24,878 $2.25M 0.08% -459 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 24,876 $2.25M 1.25% +3,593 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 24,827 $2.24M 0.15% -796 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 24,662 $2.24M 0.49% -1 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 24,742 $2.24M 0.62% -5,118 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 24,721 $2.23M 0.13% +498 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 24,714 $2.23M 0.07% -245 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 24,680 $2.23M 0.27% -104 13F-HR Timeline SWS Partners More: the full row for SWS Partners 24,604 $2.23M 0.67% +378 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 24,647 $2.23M 0.67% -445 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 24,645 $2.23M 0.85% -11 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 24,631 $2.23M 0.08% +22,733 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 24,600 $2.22M 0.61% -693 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 24,568 $2.22M 0.48% -929 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 24,489 $2.21M 0.68% +428 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 24,468 $2.21M 2.11% 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 24,449 $2.21M 0.17% +1,485 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 24,437 $2.21M 0.52% +3 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 24,422 $2.21M 0.04% +11,320 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 24,386 $2.2M 1.08% +86 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 24,260 $2.2M 0.47% +4,806 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 24,376 $2.2M 0.18% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 24,344 $2.2M 0.09% -1 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 24,328 $2.2M 0.63% -125 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 24,314 $2.2M 0.09% -300 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 24,287 $2.19M 0.81% -1,150 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 24,285 $2.19M 0.66% -1,212 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 24,189 $2.19M 0.01% new 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 24,153 $2.19M 2.03% 13F-HR/A Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 24,173 $2.18M 0.55% +94 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 24,137 $2.18M 0.08% +10,510 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 23,793 $2.18M 1% +2,923 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 24,084 $2.18M 0.24% +209 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 23,991 $2.17M 2.91% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 24,026 $2.17M 0.19% -298 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 23,985 $2.17M +1,579 Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 23,997 $2.17M 0.31% -1,121 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 23,991 $2.17M 1.28% -1,504 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 23,986 $2.17M 1.18% -529 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 23,878 $2.16M 0.83% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 23,806 $2.15M 0.52% +804 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 23,800 $2.15M 0.01% +3,700 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 20,449 $2.15M 0.88% -1,475 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 23,716 $2.14M 0.51% +5 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 23,698 $2.14M 0.45% +777 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 23,696 $2.14M 0.87% -593 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 23,692 $2.14M 0.13% +80 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 23,596 $2.14M 0.47% +2,450 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 23,647 $2.14M 0.26% -1,042 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 23,644 $2.14M 0.19% -148 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 23,611 $2.13M 0.03% +856 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 23,578 $2.13M 0.85% -299 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 23,575 $2.13M 0.22% +26 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 23,529 $2.13M 1% 13F-HR/A Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 23,428 $2.12M 1.51% +466 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 23,411 $2.12M 1.81% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 23,395 $2.11M 0.4% +516 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 23,342 $2.11M 1.72% -518 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 23,324 $2.11M 0.68% -66 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 23,317 $2.11M 0.18% -206 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 23,310 $2.11M 1% +492 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 23,236 $2.1M 0.54% -22,494 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 23,204 $2.1M 0.18% +90 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 22,078 $2.09M 0.62% 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 23,142 $2.09M 0.44% -4,550 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 23,131 $2.09M 0.18% -2,405 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 23,007 $2.08M 0.68% 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 23,001 $2.08M 0.91% +409 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 23,000 $2.08M 0.04% -13,819 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 22,970 $2.08M 0.85% +423 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 22,935 $2.07M 0.28% -655 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 22,853 $2.06M 0.85% +1,161 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 22,809 $2.06M 1% 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 21,158 $2.06M 0.32% +6,775 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 22,799 $2.06M 1% +92 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 22,692 $2.05M 0.06% +2,267 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 22,701 $2.05M 0.98% +3,092 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 22,672 $2.05M 0.52% +833 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 22,666 $2.05M 0.51% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 22,134 $2.05M 1.97% 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 22,612 $2.04M 1.23% -254 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 22,574 $2.04M 0.15% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 22,573 $2.04M 0.31% -2,830 13F-HR/A Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 22,571 $2.04M 0.61% -660 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 22,526 $2.04M 0.88% +78 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 22,512 $2.03M 2.19% -325 13F-HR Timeline Group Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 22,500 $2.03M 0.68% +3,040 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 22,485 $2.03M 0.02% -235 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 22,456 $2.03M 0.12% +3,002 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 22,455 $2.03M 0.18% +745 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 22,423 $2.03M 0.34% -139 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 22,412 $2.02M 0.35% -864 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 22,381 $2.02M 0.51% +2,801 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 22,378 $2.02M 0.55% +13,724 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 22,325 $2.02M 1.41% -270 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 22,316 $2.02M 0.49% +200 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 22,230 $2.01M 0.45% +5,983 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 22,212 $2.01M 0.54% +52 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 22,206 $2.01M 0.15% -363 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 22,200 $2.01M 2.36% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 22,174 $2M 0.14% -975 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 22,154 $2M 0.71% +19,118 13F-HR Timeline Aldebaran Financial Inc. 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