Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,349 $264K 0.07% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,333 $263K 0.05% +449 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,329 $263K 0.04% +14 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 5,305 $262K 0.11% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,292 $261K 0.02% 0 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 5,290 $261K 0.05% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 5,290 $261K 0.06% -4,624 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 5,280 $261K 0.12% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,275 $260K 0.03% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 5,266 $260K 0.22% -3,464 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,262 $260K 0.02% new 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 5,252 $259K 0.06% 0 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 5,250 $259K 0.02% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,245 $259K 0.09% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,237 $259K 0.09% -693 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 5,227 $258K 0.06% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,184 $256K 0.02% -516 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 5,180 $256K 0.07% -32 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,156 $255K 0.03% +1,393 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,151 $254K 0.02% -20 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,143 $254K 0.03% -4,649 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 5,139 $254K 0.15% +26 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 5,123 $253K 0.05% 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 5,086 $251K 0.24% 0 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 4,807 $251K 0.15% +874 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 5,081 $251K 0.07% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5,051 $249K 0.07% +1,885 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 5,044 $249K 0.27% +924 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,043 $249K <0.01% -40 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 5,039 $249K 0.03% +9 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,038 $249K 0.03% -356 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 5,025 $248K 0.24% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 5,020 $248K 0.06% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 5,000 $247K 0.02% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 4,989 $246K 0.12% -66 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 4,988 $246K 0.12% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,986 $246K 0.07% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 4,971 $245K 0.1% +601 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 4,958 $245K 0.04% -1,290 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,955 $245K 0.05% -1,085 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 4,947 $244K 0.32% -624 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 4,937 $244K 0.05% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,924 $243K 0.16% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,903 $242K 0.03% +76 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,848 $242K 0.09% -15 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 4,859 $240K 0.03% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 4,855 $240K 0.24% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,846 $239K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,832 $239K 0.01% -816 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 4,831 $239K 0.24% -4,677 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 4,817 $238K 0.12% +752 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 4,755 $236K 0.32% -200 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,770 $235K 0.04% +754 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,745 $234K 0.09% -162 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 4,742 $234K 0.2% -327 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 4,726 $233K 0.02% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,696 $232K <0.01% +250 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,688 $231K 0.11% -75 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,676 $231K 0.01% -1,552 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,488 $231K 0.11% -485 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 4,671 $231K 0.03% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 4,666 $230K 0.08% +420 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 4,655 $230K 0.13% -1,468 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,643 $229K 0.02% -1,855 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,639 $229K 0.03% -37 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,636 $229K 0.28% -1,065 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,360 $229K <0.01% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 4,630 $229K 0.09% -361 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,624 $228K 0.08% +1 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 4,624 $228K 0.06% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,616 $228K 0.12% +6 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 4,609 $228K 0.03% -111 13F-HR Timeline American Trust More: the full row for American Trust 4,606 $227K 0.02% -238 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,696 $227K 0.01% +1,809 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 4,596 $227K 0.12% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 4,587 $226K 0.01% -14,011 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 4,574 $226K 0.06% +16 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 4,573 $226K 0.18% 0 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 4,569 $226K 0.12% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,564 $225K <0.01% -545 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4,551 $225K 0.05% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,340 $224K 0.07% +22 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,532 $224K 0.02% -720 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 4,528 $224K 0.06% -96 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 4,528 $224K 0.15% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 4,525 $223K 0.09% -27,554 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,516 $223K 0.08% +1 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,506 $222K 0.03% +15 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 4,501 $222K 0.13% +335 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,501 $222K 0.04% -447 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 4,500 $222K 0.02% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,497 $222K 0.01% +441 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,489 $222K 0.04% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,461 $220K 0.03% -60,037 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,471 $220K 0.07% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,449 $220K 0.04% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,429 $219K 0.05% +81 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,425 $218K 0.03% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,405 $217K 0.07% -15,796 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 4,396 $217K 0.08% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,400 $217K 0.13% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 4,400 $217K 0.36% -2,688 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 4,400 $217K 0.19% new 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 4,398 $217K 0.24% +1 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,392 $217K 0.08% -3,044 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4,388 $217K 0.06% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,324 $216K 0.02% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,377 $216K 0.01% +43 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,363 $215K 0.01% 0 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 4,358 $215K 0.04% -1,255 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,347 $215K 0.02% -1,019 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 4,343 $214K 0.14% -181 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,333 $214K 0.04% 0 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 4,331 $214K 0.04% -1,072 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,315 $213K 0.09% +10 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,318 $213K 0.03% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,311 $213K 0.07% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,302 $212K 0.05% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,302 $212K 0.05% -734 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,294 $212K 0.01% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 4,293 $212K 0.1% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,285 $212K 0.06% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,266 $211K 0.01% -1,354 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 4,263 $210K 0.02% +20 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 4,250 $210K 0.16% +20 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,242 $209K 0.02% new 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 4,226 $209K 0.05% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 4,211 $208K 0.04% new 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 4,206 $208K 0.09% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,175 $206K 0.02% +75 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,175 $206K 0.03% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,162 $205K 0.03% +479 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,159 $205K 0.05% -242 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 4,147 $205K <0.01% -1,814 13F-HR Timeline Group YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 4,141 $204K 0.08% +18 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 4,125 $204K 0.11% 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 4,120 $203K 0.06% 13F-HR/A Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,116 $203K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,112 $203K 0.05% +320 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 4,111 $203K 0.07% +21 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,111 $203K 0.05% -835 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,110 $203K 0.06% +53 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,104 $203K 0.18% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,099 $202K 0.02% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,089 $202K 0.02% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,088 $202K 0.08% +18 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,070 $201K 0.09% +5 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,063 $201K 0.01% 0 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 4,060 $200K 0.03% +392 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 4,059 $200K 0.1% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,927 $200K 0.02% -199 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 4,054 $200K 0.03% -6,337 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 4,032 $199K 0.13% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 4,011 $198K 0.01% +17 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,001 $198K 0.03% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,000 $197K 0.1% -500 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,840 $190K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,825 $189K 0.02% +3,035 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 3,731 $184K 0.03% +330 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,718 $184K 0.01% -35 13F-HR/A Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 3,699 $183K -452 Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 3,677 $182K 0.18% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,654 $181K 0.01% -358 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,611 $178K 0.02% +50 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,582 $176K 0.04% +464 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,505 $173K 0.07% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,484 $172K 0.05% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,325 $171K 0.02% +64 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,472 $171K 0.01% -731 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,451 $170K 0.08% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,391 $167K 0.09% +192 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 3,321 $164K 0.05% -195 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,206 $158K 0.04% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,146 $155K 0.02% +10 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,099 $153K 0.03% +1,992 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 3,084 $152K 0.51% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,047 $150K 0.04% -600 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,031 $150K 0.01% -527 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,019 $149K 0.02% +136 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,942 $145K 0.01% +412 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,936 $145K 0.02% -159 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,930 $145K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,905 $143K 0.05% +113 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,869 $142K 0.01% +11 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,707 $134K 0.02% +38 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,645 $131K 0.11% -2,091 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 2,610 $129K 0.13% -5 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,600 $128K 0.03% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,584 $128K 0.02% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,583 $128K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,582 $127K <0.01% +729 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,533 $125K <0.01% -3,563 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 2,528 $125K 0.04% -2,010 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,506 $124K 0.04% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,425 $120K 0.03% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,400 $118K 0.02% -900 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,333 $115K 0.01% +22 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,222 $115K <0.01% +882 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,317 $114K 0.01% 0 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 2,015 $110K 0.09% 0 13F-HR Timeline