General Partner, Inc. More: the full row for General Partner, Inc. 72,248 $16M 10.45% -4,875 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 93,531 $16M 6.54% +5,086 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 72,062 $16M 1.92% -471 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 72,025 $16M 7.77% -164 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 72,010 $16M 7.04% +1,254 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 72,010 $16M 2.28% +518 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 71,998 $16M 8.95% -3,107 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 71,886 $16M 1.27% +6 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 71,859 $16M 1.03% +263 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 71,857 $16M 7.04% -500 13F-HR Timeline First Dallas Securities Inc. 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More: the full row for ORBA Wealth Advisors, L.L.C. 70,635 $15.7M 7.91% -239 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 73,811 $15.7M 1.53% -5,727 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 70,416 $15.6M 8.13% -1,974 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 70,360 $15.6M 3.99% +8,106 13F-HR Timeline Bell Bank More: the full row for Bell Bank 70,206 $15.6M 0.84% -2,450 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 70,058 $15.6M 2.38% -46,780 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 69,876 $15.5M 2.99% -2,491 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 69,838 $15.5M 0.6% -17,817 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 69,824 $15.5M 3.41% +2,665 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 69,793 $15.5M 3.36% +16,209 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 69,762 $15.5M 3.76% -15,436 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 69,755 $15.5M 4.2% -4,491 13F-HR Timeline Borer Denton & Associates, Inc. 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Prosperity Capital Advisors 68,347 $15.3M 1.21% +1,576 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 68,597 $15.2M 5.33% -1,980 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 68,484 $15.2M 3.67% -2,251 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 68,421 $15.2M 4.04% -1,743 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 68,382 $15.2M 3.37% -16,404 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 68,300 $15.2M 7.95% -1,599 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 68,299 $15.2M 4.14% -3,769 13F-HR/A Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 68,151 $15.1M 3.7% -1,882 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 67,984 $15.1M 10.19% -690 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 67,966 $15.1M 2.87% +6,487 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 67,925 $15.1M 5.16% +30,706 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 70,949 $15.1M 12.15% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 67,838 $15.1M 3.54% +1,578 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 67,758 $15.1M 4.59% -4,103 13F-HR Timeline Freedom Together Foundation More: the full row for Freedom Together Foundation 67,737 $15M 1.97% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 67,511 $15M 1.4% +4,891 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 67,506 $15M 8.98% -1,178 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 67,487 $15M 11.74% -506 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 67,467 $15M 7.21% -33 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 67,424 $15M 2.88% -4,351 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 67,389 $15M 10.01% +2,052 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 67,271 $14.9M 3.63% +19,284 13F-HR/A Timeline Balentine LLC More: the full row for Balentine LLC 67,195 $14.9M 0.63% +7,445 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 67,166 $14.9M 1.66% +2,365 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 69,836 $14.9M 7.54% -493 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 67,095 $14.9M 0.18% -10,962 13F-HR Timeline Group FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 67,053 $14.9M 3.29% -181 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 67,000 $14.9M 5.27% -2,245 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 66,879 $14.9M 1.4% -2,036 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 66,685 $14.8M 2.69% +6,812 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 66,674 $14.8M 2.48% +4,056 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 66,662 $14.8M 2.49% +9,696 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 66,666 $14.8M 9.74% 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 66,603 $14.8M 11.77% +106 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 66,434 $14.8M 1.11% -5,486 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 66,402 $14.7M 2.83% -2,048 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 66,396 $14.7M 2.86% -1,795 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 66,394 $14.7M 1.14% -85,870 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 66,073 $14.7M 3.02% +6,353 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 66,036 $14.7M 5.04% -454 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 66,024 $14.7M 5.06% -3,211 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 66,022 $14.7M 7.19% -1,123 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 65,929 $14.6M 6.28% -380 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 65,911 $14.6M 5.59% -5,823 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 65,847 $14.6M 5.16% +58,367 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 65,804 $14.6M 11.77% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 65,775 $14.6M 2.82% -1,627 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 65,739 $14.6M 3.49% +765 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 65,692 $14.6M 8.49% -4,870 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 65,463 $14.5M 4.99% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 65,448 $14.5M 2.98% -3,537 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 65,257 $14.5M 2.89% -1,231 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 65,121 $14.5M 5.76% +1,774 13F-HR Timeline Unisphere Establishment in group Unisphere Establishment More: the full row for Unisphere Establishment 65,100 $14.5M 0.13% -22,400 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 64,845 $14.4M 3.04% -4,168 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 64,797 $14.4M 3.46% -1,073 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 64,765 $14.4M 1.12% +3,120 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 64,681 $14.4M 8.05% -489 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 64,619 $14.4M 12.23% -4,038 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 64,459 $14.3M 7.81% -366 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 64,367 $14.3M 3.76% -186 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 64,362 $14.3M 4.82% +155 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 64,310 $14.3M 8.34% +7,610 13F-HR Timeline Group Northwest Financial Advisors More: the full row for Northwest Financial Advisors 64,310 $14.3M 11.85% -275 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 64,280 $14.3M 2.75% +51 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 64,191 $14.3M 8.29% -4,170 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 64,137 $14.2M 8.1% -1,149 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 64,092 $14.2M 4.8% +607 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 64,047 $14.2M 3.95% -1,802 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 63,818 $14.2M 6.84% +21,577 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 63,800 $14.2M 6.99% -1,207 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 63,762 $14.2M 2.17% -2,410 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 63,707 $14.2M 4.85% -936 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 63,684 $14.1M 2.48% +731 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 63,683 $14.1M 3.93% -1,206 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 63,665 $14.1M 7.1% -1,034 13F-HR Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 63,638 $14.1M 3.97% -156 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 63,595 $14.1M 3.45% -12,683 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 63,577 $14.1M 5.55% +9,051 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 63,533 $14.1M 2.67% -263 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 63,529 $14.1M 1.46% +4,197 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 63,524 $14.1M 8.11% -5,630 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 63,274 $14.1M 2.58% -601 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 63,258 $14.1M 2.33% -7,131 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 64,190 $14M 9.75% +26,882 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 63,139 $14M 1.98% +3,228 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 63,118 $14M 4.21% -2,126 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 63,101 $14M 3.3% -6,565 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 63,094 $14M 1.36% -791 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 63,010 $14M 3.76% -1,575 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 62,997 $14M 3.13% -1,352 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 62,947 $14M 1.03% -106 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 62,918 $14M 1.24% -11,223 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 62,844 $14M 7.17% +10,736 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 62,816 $14M 2.27% +3,672 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 62,808 $14M 4.82% -386 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 62,637 $13.9M 11.35% -405 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 62,633 $13.9M 6.72% -39 13F-HR Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 62,446 $13.9M 4.54% -610 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 62,630 $13.9M 1.62% +24,451 13F-HR Timeline Georgetown University More: the full row for Georgetown University 62,346 $13.8M 5.54% -8,466 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 62,328 $13.8M 12.52% -50 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 62,212 $13.8M 9.22% -2,770 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 62,141 $13.8M 2.29% +6,857 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 62,023 $13.8M 1.18% +4,835 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 62,001 $13.8M 5.37% +240 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 62,000 $13.8M 2.9% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 61,975 $13.8M 3.46% -15,216 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 61,910 $13.8M 1.47% +2,389 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 61,819 $13.7M 11.09% -5,176 13F-HR Timeline THAMES CAPITAL MANAGEMENT LLC More: the full row for THAMES CAPITAL MANAGEMENT LLC 61,806 $13.7M 5.27% 0 13F-HR Timeline CapitalatWork S.A. in group CapitalatWork S.A. 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