Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 24,145 $6.99M 2.7% +15,554 13F-HR Timeline SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 19,733 $6.97M 1.86% -6,117 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 24,075 $6.97M 0.66% -159 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 24,073 $6.97M 2.71% +5,736 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 24,068 $6.96M 4.48% -488 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 24,064 $6.96M 1.02% -11,749 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 24,051 $6.96M 1.98% +250 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 24,046 $6.96M 3.96% -340 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 24,044 $6.96M 2.88% +584 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 24,030 $6.95M 1.8% +2,795 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 24,000 $6.94M 4.04% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 23,991 $6.94M 3.05% -1,455 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 23,991 $6.94M 0.58% +4,247 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 23,984 $6.94M 0.7% +5,292 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 23,970 $6.94M 3.17% -296 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 23,948 $6.93M 1.27% -391 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 23,940 $6.93M 1.32% +4,217 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 23,936 $6.93M 1.77% +1,083 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 23,924 $6.92M 4.12% -1,962 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 23,854 $6.9M 3.09% +1,493 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 23,837 $6.9M 4.06% -488 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 23,801 $6.89M 2.02% -315 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 23,790 $6.88M 4.42% +388 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 23,729 $6.87M 2.05% -1,529 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 23,705 $6.86M 2.85% +4,240 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 23,694 $6.86M 2.81% -26 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 23,664 $6.85M 3.66% +3,097 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 23,619 $6.83M 5.32% +521 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 23,617 $6.83M 4.98% -566 13F-HR Timeline Group UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 21,972 $6.83M 4.07% +168 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 23,589 $6.83M 2.08% +62 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 23,567 $6.82M 2.06% +427 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 23,566 $6.82M 5.16% +498 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 23,547 $6.81M 2.57% -1,346 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 23,536 $6.81M +600 Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 23,506 $6.8M 5.48% +165 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 23,496 $6.8M 2.42% -69 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 23,493 $6.8M 0.68% +3,289 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 23,489 $6.8M 0.62% -50 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 23,480 $6.79M 1.45% -20 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 23,474 $6.79M 0.69% -1,087 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 23,471 $6.79M 3.1% -3,189 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 23,446 $6.78M 3.7% -6,252 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 23,439 $6.78M 0.38% +366 13F-HR/A Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 23,439 $6.78M 2.09% -812 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 23,424 $6.78M 2.81% -30 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 23,420 $6.78M 0.45% -1,100 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 23,416 $6.78M 1.61% -50 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 23,409 $6.77M 1.36% +11,747 13F-HR Timeline Socorro Asset Management LP More: the full row for Socorro Asset Management LP 23,402 $6.77M 3.04% -900 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 23,398 $6.77M 4.04% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 23,395 $6.77M 3.13% +27 13F-HR Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 23,979 $6.77M 0.2% -525 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 23,388 $6.77M 4.68% -40 13F-HR Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 23,388 $6.77M 3.8% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 23,361 $6.76M 2.08% +975 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 23,357 $6.76M 6.03% -188 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 23,357 $6.76M 1.46% -163 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 23,331 $6.75M 6.01% -136 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 23,327 $6.75M 0.85% -1,430 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 21,385 $6.74M 4.73% +5 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 23,268 $6.73M 2.11% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 23,263 $6.73M 1.02% +2,038 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 23,247 $6.73M 2.97% -488 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 23,232 $6.72M 4.51% -2,759 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 23,211 $6.72M 1.71% -116 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 23,189 $6.71M 1.33% -217 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 23,040 $6.67M 1.32% +24 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 23,019 $6.66M 0.52% +1,789 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 23,011 $6.66M 0.85% -719 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 23,000 $6.66M 2.03% +570 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 22,994 $6.65M 1.43% -11,982 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 22,979 $6.65M 0.54% +1,013 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 22,973 $6.65M 4.78% +173 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 22,956 $6.64M 1.41% -1,596 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 22,956 $6.64M 3.61% +2,153 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 22,936 $6.64M 0.62% 0 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 23,536 $6.63M 5.52% new 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 22,911 $6.63M 0.96% -1,147 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 22,899 $6.63M 0.61% -2,459 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 22,889 $6.62M 1.29% +37 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 21,479 $6.62M 0.71% 0 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 22,887 $6.62M 1.3% -360 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 22,873 $6.62M 0.98% +652 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 22,866 $6.62M 0.11% -2,600 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 22,853 $6.61M 2.78% -145 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 22,846 $6.61M 0.95% -87 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 22,837 $6.61M 1.75% +1,006 13F-HR/A Timeline KWMG, LLC More: the full row for KWMG, LLC 22,796 $6.6M 0.48% +61 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 22,779 $6.59M 1.09% +559 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 22,752 $6.58M 2.22% +2,670 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 22,734 $6.58M 1.34% -165 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 22,730 $6.58M 0.94% -696 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 22,711 $6.57M 4.07% -1,154 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 22,710 $6.57M 3.19% +803 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 22,704 $6.57M 1.33% +2,242 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 22,679 $6.56M 4.3% +48 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 22,676 $6.56M 0.45% new 13F-HR Timeline Group Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 22,640 $6.55M 3.51% +39 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 22,622 $6.55M 3.03% -382 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 22,618 $6.54M 4.28% -333 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 22,607 $6.54M 2.97% +149 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 22,596 $6.54M 1.27% +352 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 22,578 $6.53M 3.57% -598 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 22,562 $6.53M 2.93% -481 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 22,547 $6.52M 0.21% +963 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 22,546 $6.52M 2.98% -244 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 22,544 $6.52M 2.9% +568 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 22,532 $6.52M 2.65% +575 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 22,530 $6.52M 3.19% +58 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 22,527 $6.52M 3.54% -116 13F-HR Timeline Geremia Financial Services, LLC More: the full row for Geremia Financial Services, LLC 22,513 $6.51M 6.91% -17,077 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 22,472 $6.5M 5.27% +66 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 22,462 $6.5M 0.84% +2,534 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 22,455 $6.5M 3.14% +262 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 22,447 $6.5M 1.58% +1,058 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 22,441 $6.49M 1.89% -1,034 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 22,437 $6.49M 2.72% -3,231 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 22,405 $6.48M 3.36% -3,107 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 22,345 $6.47M 3.26% -37 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 22,321 $6.46M 2.5% +20 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,314 $6.46M 1.25% -178 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 22,289 $6.45M 2.56% +218 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 22,242 $6.44M 3.75% +1,608 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 22,235 $6.43M 2.06% +1,192 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 22,222 $6.43M 3.3% -982 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 22,208 $6.43M 0.27% -507 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 22,201 $6.42M 2.76% -773 13F-HR Timeline Longitude (Cayman) Ltd. More: the full row for Longitude (Cayman) Ltd. 22,200 $6.42M 4.24% -100 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 22,182 $6.42M 1.42% +159 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 22,139 $6.41M 0.67% -9 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 22,134 $6.4M 1.9% +82 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 21,970 $6.36M 2.51% +350 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 21,947 $6.35M 1.48% +645 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 21,938 $6.35M 1.18% -102 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 21,918 $6.34M 3.04% -799 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 21,912 $6.34M 1.55% -143 13F-HR Timeline Friday Financial More: the full row for Friday Financial 20,403 $6.34M 1.7% +2,162 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 21,892 $6.33M 1.03% +481 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 21,889 $6.33M 3.11% +176 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 21,885 $6.33M 3.17% -6,876 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 21,860 $6.33M 1.84% +83 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 21,831 $6.32M 2.14% -196 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 21,814 $6.31M 0.56% new 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 21,812 $6.31M 4.75% -3 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 21,803 $6.31M 2.64% +79 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 21,772 $6.3M 1.84% +443 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 21,733 $6.29M 0.85% +495 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 21,730 $6.29M 1.64% -269 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 21,709 $6.29M 1.17% +38 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 21,675 $6.27M 3.42% +1,110 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 21,670 $6.27M 0.03% -28,653 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 21,666 $6.27M 5.2% +13,542 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 21,652 $6.27M 3.86% -142 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 21,636 $6.26M 0.78% -501 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 21,630 $6.26M 2.91% +84 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 21,630 $6.26M 2.85% +39 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 21,601 $6.25M 4.6% +5 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 21,592 $6.25M 2.71% +564 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 19,782 $6.25M 2.92% -146 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 21,572 $6.24M 2.81% -2,824 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 21,565 $6.24M 2.56% -176 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 21,552 $6.24M 2.87% +5,022 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 21,517 $6.23M 3.16% -1,023 13F-HR Timeline BAYBAN More: the full row for BAYBAN 21,510 $6.22M 4.78% +1,517 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 21,493 $6.22M 1.17% +990 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 21,486 $6.22M 0.59% -11,344 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 21,460 $6.21M 1.54% +103 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 21,423 $6.2M 2.36% -150 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 21,430 $6.2M 3.64% +228 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 21,412 $6.2M 1.25% +2,894 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 21,410 $6.2M 1.58% -8,544 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 21,405 $6.19M 0.92% -989 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 21,331 $6.17M 2.27% -432 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 21,329 $6.17M 2.25% -15 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 21,327 $6.17M 1.4% -328 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 21,327 $6.17M 4.66% +36 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 24,299 $6.17M 0.48% 0 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 21,267 $6.15M 3.06% -13 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 21,260 $6.15M 2.76% +5,721 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 21,241 $6.15M 1.68% +228 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 21,218 $6.14M 2.57% +5,755 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 21,171 $6.13M 2.17% +858 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 21,154 $6.12M 1.5% +1,619 13F-HR Timeline Oakmont Investment Advisors, Inc. 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More: the full row for Financial Plan, Inc. 21,053 $6.09M 0.58% -1,424 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 21,037 $6.09M 0.84% +318 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 21,036 $6.09M 4.2% +780 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 21,000 $6.08M 0.54% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 20,990 $6.07M 1.65% -25 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 18,162 $6.06M 1.28% -306 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 20,930 $6.06M 2.86% +20,930 13F-HR Timeline Collaborative Wealth Managment Inc. 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