AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 43,170 $11.7M 2.06% +1,271 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 43,107 $11.7M 1.59% +5,493 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 45,155 $11.7M 5.23% -2,767 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 43,018 $11.7M 10.78% 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 42,931 $11.7M 4.14% 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 42,924 $11.7M 8.98% +4,089 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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More: the full row for OPINICUS CAPITAL, INC. 42,799 $11.6M 8.11% -751 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 42,786 $11.6M 3.86% +6,098 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 42,757 $11.6M 4.77% -2,257 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 42,650 $11.6M 2.04% +1,229 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 42,634 $11.6M 1.64% -1,352 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 42,623 $11.6M 3.32% +853 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 42,613 $11.6M 5.84% -439 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 42,612 $11.6M 3.89% -1,709 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 42,561 $11.6M 3.47% -32 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 42,414 $11.5M 3.55% -1,602 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 42,326 $11.5M 2.69% +3,386 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 42,220 $11.5M 0.94% +8,456 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 44,127 $11.5M 3.21% -1,942 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 42,177 $11.5M 6.57% 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 42,173 $11.5M -4,407 Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 42,150 $11.5M 1.8% -470 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 42,128 $11.5M 5.32% -1,033 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 42,056 $11.4M 5.26% -987 13F-HR Timeline Ranch Capital Advisors Inc. 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More: the full row for KANE INVESTMENT MANAGEMENT, INC. 41,683 $11.3M 5.5% +1,331 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 41,676 $11.3M 2.67% -378 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 41,609 $11.3M 2.22% -3,295 13F-HR/A Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 41,528 $11.3M 3.14% -290 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 41,492 $11.3M 4.02% -5,118 13F-HR Timeline Cornerstone Capital, Inc. 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More: the full row for Haven Capital Group, Inc. 40,897 $11.1M 10.43% -4,539 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 40,887 $11.1M 1.22% +1,475 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 40,808 $11.1M 2.64% +901 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 40,798 $11.1M 2.84% -1,773 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 40,757 $11.1M 2.09% +3,030 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 40,751 $11.1M 9.44% 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 40,696 $11.1M 3.38% +8,376 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 40,661 $11.1M 1.6% new 13F-HR Timeline IMA Advisory Services, Inc. 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More: the full row for Argent Advisors, Inc. 40,204 $10.9M 3.05% +347 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 40,174 $10.9M 0.55% +4,101 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 40,172 $10.9M 7.39% -234 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 40,168 $10.9M 4.31% -3,274 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 40,135 $10.9M 6.38% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 40,114 $10.9M 1.93% +694 13F-HR Timeline ANB BANK More: the full row for ANB BANK 40,080 $10.9M 4.32% -415 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 40,200 $10.9M 1.77% 0 13F-HR Timeline Group Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 40,073 $10.9M 1.39% +4,046 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 40,051 $10.9M 3.64% -496 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 40,006 $10.9M 3.75% -1,605 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 39,999 $10.9M 1.76% -918 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 39,956 $10.9M 5.46% +401 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 39,933 $10.9M 3.32% +1,983 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 39,880 $10.8M 7.15% +1,358 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 39,873 $10.8M 5.65% -72 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 39,864 $10.8M 2.61% +8,570 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 39,859 $10.8M 11.26% -1,023 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 39,795 $10.8M 1.97% -6,533 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 43,816 $10.8M 2.43% +14,528 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 39,750 $10.8M 2.06% +423 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 39,700 $10.8M 3.39% +475 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 39,684 $10.8M 4.05% +271 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 39,663 $10.8M 4.59% +398 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 39,613 $10.8M 1.79% +36 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 39,610 $10.8M 3.17% +263 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 39,561 $10.8M 0.48% +28 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 39,540 $10.7M 4.64% -5 13F-HR Timeline Alan B Lancz & Associates, Inc. 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More: the full row for Bernicke Wealth Management, Ltd. 38,669 $10.5M 1.35% 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 37,797 $10.5M 4.1% 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 38,650 $10.5M 4.09% -665 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 38,645 $10.5M 2.24% -172 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 38,632 $10.5M 6.03% -267 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 38,618 $10.5M 3.78% -2,689 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 38,611 $10.5M 5.45% -262 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 38,604 $10.5M 5.1% +14 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 38,554 $10.5M 3.39% +68 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 38,473 $10.5M 1.99% -3,498 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 38,467 $10.5M 3.09% -1,385 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 38,467 $10.5M 4.16% 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 38,437 $10.4M 3.92% +130 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 38,362 $10.4M 2.11% -535 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 38,344 $10.4M 3.7% +1,545 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 38,322 $10.4M 6.95% -189 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 38,319 $10.4M 5.9% -185 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 38,219 $10.4M 3.71% -426 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 38,213 $10.4M 6.09% -327 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 38,206 $10.4M 2.62% -116 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 38,195 $10.4M 3.27% -2,566 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 38,166 $10.4M 1.56% +891 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 38,135 $10.4M 4.27% 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 38,102 $10.4M 8.07% -589 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 38,064 $10.3M 2.19% +2,944 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 38,033 $10.3M 8.27% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 38,032 $10.3M 0.91% -15,973 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 38,000 $10.3M 1.24% -1,545 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 37,984 $10.3M 3.14% +1,105 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 37,984 $10.3M 0.85% +920 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 37,971 $10.3M 4.14% -36 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 37,937 $10.3M 3.27% +646 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 37,829 $10.3M 1.14% -4,127 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 37,819 $10.3M 4.35% +97 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 37,817 $10.3M 5.75% -1,354 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 37,797 $10.3M 5.53% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 37,785 $10.3M 2.71% -8,201 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 37,780 $10.3M 4.87% +41 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 37,890 $10.3M 3.89% 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 37,753 $10.3M 3.72% -4,061 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 37,745 $10.3M 10.33% 0 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 37,727 $10.3M 4.38% +2,801 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 37,685 $10.2M 3.49% -677 13F-HR Timeline Cambridge Advisors Inc. 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More: the full row for Granite Harbor Advisors, Inc. 37,275 $10.1M 4.28% +351 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 37,249 $10.1M 6.33% -81 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 37,241 $10.1M 0.64% -493 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 37,189 $10.1M 7.1% -551 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 37,184 $10.1M 0.65% +6,514 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 37,136 $10.1M 3.84% -1,015 13F-HR Timeline