Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 50,053 $14.5M 5.51% +1,460 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 49,998 $14.5M 1.05% +6,276 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 49,984 $14.5M 5.78% +49 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 49,975 $14.5M 1.06% +1,424 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 49,961 $14.5M 5.65% -195 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 49,943 $14.5M 1.31% +3,129 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 49,931 $14.4M 1.89% -3,708 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. 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More: the full row for Carmel Capital Management L.L.C. 49,612 $14.4M 3.15% -50 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 49,595 $14.4M 6.62% -5,799 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 49,519 $14.3M 5.23% +4,402 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 49,519 $14.3M 6.05% -4,975 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 49,428 $14.3M 3.19% -3,691 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 49,426 $14.3M 4.88% -702 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 49,424 $14.3M 2.94% -3,100 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 49,296 $14.3M 3.75% -17 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 49,278 $14.3M 2.29% -538 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 49,554 $14.2M 5.62% +1,649 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 49,143 $14.2M 1.27% +332 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 49,123 $14.2M 3.14% -551 13F-HR Timeline Shum Financial Group, Inc. 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MANNING & CO., INC. 48,923 $14.2M 12.14% 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 48,916 $14.2M 6.24% +3,245 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 48,875 $14.1M 7.68% -1,874 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 48,371 $14.1M 3.23% +4,723 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 48,843 $14.1M 3.36% -440 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 48,837 $14.1M 2.52% -14,390 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 48,827 $14.1M 2.52% -519 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 48,818 $14.1M 3.57% +1,378 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 48,753 $14.1M 1.43% -17,159 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 48,743 $14.1M 2.25% -4,842 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 48,696 $14.1M 5.14% +1,861 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 48,674 $14.1M 10.26% -143 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 48,524 $14M 2.79% -363 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 48,500 $14M 2.84% +25,600 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 48,495 $14M 10.37% -389 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 48,488 $14M 0.98% +3,143 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 48,438 $14M 12.22% -5,945 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 48,413 $14M 1.36% -516 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 48,366 $14M 1.89% -1,200 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 48,306 $14M 5.68% -74 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 48,301 $14M 3.98% +352 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 48,267 $14M 1.02% +1,189 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 48,243 $14M 3.96% +1,142 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 48,190 $13.9M 5.19% -8,981 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 47,318 $13.9M 1.36% +1,690 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 48,058 $13.9M 0.57% +1,410 13F-HR Timeline United Bank More: the full row for United Bank 47,939 $13.9M 4.22% -386 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 47,895 $13.9M 7.84% -1,161 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 47,866 $13.9M 5.8% +3,006 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 47,836 $13.8M 1.11% -3,998 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 47,826 $13.8M 5.16% -400 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 47,792 $13.8M 14.52% -884 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 47,780 $13.8M 1.1% +1,170 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 47,644 $13.8M 5.45% +1,148 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 47,622 $13.8M 4.62% +3,218 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 47,590 $13.8M 1.73% -605 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 47,564 $13.8M 2.65% -6,166 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 47,450 $13.7M 4.85% +33 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 47,267 $13.7M 5.04% -3,546 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 47,180 $13.7M 2.93% +220 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 44,396 $13.6M 8.04% -196 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 47,114 $13.6M 4.44% -9,153 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 47,097 $13.6M 5.98% -60 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 47,055 $13.6M 7.33% -10,350 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 47,049 $13.6M 3.11% -2,988 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 46,997 $13.6M 0.58% +1,522 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 46,992 $13.6M 1.97% +406 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 46,985 $13.6M 4.5% -108 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 46,982 $13.6M 0.73% +6,686 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 46,933 $13.6M 2.18% +4,561 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 46,928 $13.6M 3.43% +1,694 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 46,910 $13.6M 4.55% -929 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 46,905 $13.6M 7.03% +41,201 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 46,888 $13.6M 4.6% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 46,882 $13.6M 0.36% +620 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 46,809 $13.5M 5.33% -2,409 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 46,770 $13.5M 1.97% -216 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 46,760 $13.5M 2.01% +944 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 46,739 $13.5M 1.57% +5,847 13F-HR/A Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 46,691 $13.5M 9.8% -40 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 46,676 $13.5M 1.37% -3,276 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 46,669 $13.5M 2.92% +3,133 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 46,641 $13.5M 5.09% +68 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 46,587 $13.5M 2.77% +399 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 46,551 $13.5M 2.15% +412 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 46,511 $13.5M 4.19% -1,922 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 46,509 $13.5M 2.26% +2,862 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 46,488 $13.5M 2.06% +45 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 46,481 $13.4M 2.16% +1,559 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 45,621 $13.4M 1.77% -344 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 46,401 $13.4M 5.54% -941 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 46,344 $13.4M 1.14% -71 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 46,343 $13.4M 3.26% -14,135 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 46,288 $13.4M 2.24% -2,507 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 46,283 $13.4M 1.71% +2,355 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 46,262 $13.4M 7.54% +197 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 46,250 $13.4M 3.85% -54 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 40,151 $13.4M 2.8% +146 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 46,195 $13.4M 3.2% -755 13F-HR Timeline North Growth Management Ltd. More: the full row for North Growth Management Ltd. 46,000 $13.4M 1.71% +5,000 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 46,166 $13.4M 3.16% 0 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 46,137 $13.4M 1.09% +460 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 46,099 $13.3M 4.53% -11,629 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 46,089 $13.3M 1.45% +15,280 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 46,086 $13.3M 3.81% +60 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 46,051 $13.3M 1.63% new 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 46,047 $13.3M 2.85% +421 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 46,005 $13.3M 1.15% -186 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 45,922 $13.3M 1.11% -2,246 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 45,874 $13.3M 3.99% -425 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 45,860 $13.3M 7.64% new 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 45,756 $13.2M 5.22% -1,103 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 45,733 $13.2M 8.71% -2,489 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 45,722 $13.2M 3.76% -3,250 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 45,697 $13.2M 1.2% +2,378 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 45,622 $13.2M 1.53% +2,300 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 45,617 $13.2M 7.87% +720 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SANDS CAPITAL MANAGEMENT, LLC More: the full row for SANDS CAPITAL MANAGEMENT, LLC 45,598 $13.2M 0.05% +42,379 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 45,493 $13.2M 5.75% -453 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 45,485 $13.2M 0.65% -1,112 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 45,484 $13.2M 1.83% +843 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 45,444 $13.1M 3.83% -580 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 45,360 $13.1M 4.65% -964 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 45,356 $13.1M 0.08% -3,142 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 45,330 $13.1M 7.98% -760 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 45,303 $13.1M 1.36% +760 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 45,274 $13.1M 8.98% -2,012 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 45,187 $13.1M 0.97% +3,374 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 45,170 $13.1M 9.72% +14,215 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 45,113 $13.1M 1.74% +2,524 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 45,101 $13.1M 1.2% +598 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 45,091 $13M 1.48% +26,283 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 44,998 $13M 5.77% -358 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 45,000 $13M 1.41% new 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 44,882 $13M 2.94% +24,552 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 44,786 $13M 3.93% -109 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 44,750 $12.9M 2.92% +595 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 44,726 $12.9M 5.67% +521 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 44,692 $12.9M 0.6% -4,357 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 44,685 $12.9M 4.5% -2,542 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 44,626 $12.9M 4.01% -310 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 44,605 $12.9M 0.6% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 44,367 $12.8M 2.8% -1,394 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 44,337 $12.8M 3.72% +2,245 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 44,332 $12.8M 5.14% +2,253 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 44,296 $12.8M 1.78% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 44,294 $12.8M 3.26% -1,054 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 44,262 $12.8M 4.1% 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 44,257 $12.8M 5.33% -1,815 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 44,251 $12.8M 5% -591 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 44,244 $12.8M 5.36% +25,241 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 44,187 $12.8M 3.59% -390 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 42,132 $12.8M 3.46% -894 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 44,116 $12.8M 6.83% +5,106 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 44,030 $12.7M 1.63% +235 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 44,023 $12.7M 3.52% +65 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 37,781 $12.7M 4.65% +328 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 43,986 $12.7M 0.63% +21,171 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 43,981 $12.7M 7.72% -745 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 43,979 $12.7M 1.29% -8 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 43,954 $12.7M 5.01% -1,505 13F-HR Timeline Peregrine Asset Advisers, Inc. 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