American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 21,211 $5.72M 3.68% -1,031 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 21,056 $5.72M 3.44% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 21,050 $5.72M 1.53% +7,650 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 21,086 $5.71M 7.38% +106 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 21,017 $5.71M -67,120 Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 21,000 $5.71M 0.66% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 20,981 $5.7M 5.68% 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 20,960 $5.7M 0.52% +621 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 20,941 $5.69M 4.34% -142 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 20,900 $5.68M 1.03% +5,843 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 20,873 $5.67M 1.8% -306 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 20,864 $5.67M 4.64% +230 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 20,849 $5.67M 1% +1,055 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 20,849 $5.67M 3.48% +1,339 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 20,834 $5.66M 1.96% +232 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 20,749 $5.64M 3.15% -1,030 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 20,749 $5.64M 3.1% +2,302 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 20,743 $5.64M 2.91% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 20,739 $5.64M 3.51% -556 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 20,728 $5.64M 3.16% 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 9,641 $5.64M 3.36% -8,572 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 20,716 $5.63M 4.1% -405 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 20,698 $5.63M 1.43% -1,182 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 20,688 $5.62M 0.87% -52 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 20,683 $5.62M 1.07% -585 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 20,681 $5.62M 2.78% -1,252 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 20,679 $5.62M 1.02% 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 21,580 $5.62M 4.23% -22 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 20,644 $5.61M 3.62% 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 20,641 $5.61M 1.28% +595 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 107,936 $5.61M 2.01% +254 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 20,626 $5.61M 0.3% -457 13F-HR Timeline Group Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 20,602 $5.6M 0.65% -582 13F-HR Timeline Longitude (Cayman) Ltd. More: the full row for Longitude (Cayman) Ltd. 20,600 $5.6M 4.85% 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 20,592 $5.6M 1.48% 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 20,538 $5.58M 3.57% +32 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 20,535 $5.58M 5.25% 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 20,530 $5.58M 0.95% -785 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 20,501 $5.57M 1.33% -1,012 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 20,489 $5.57M 0.62% +759 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 20,483 $5.57M 2.42% -435 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 20,467 $5.56M 3.8% +9,098 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 20,465 $5.56M 3.33% 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 20,444 $5.56M 1.48% +394 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 20,442 $5.56M 4.14% +225 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 20,430 $5.55M 1.59% -14 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 20,419 $5.55M 0.78% -185 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 20,400 $5.55M 0.72% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 20,389 $5.54M 5.44% -95 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 20,345 $5.53M 1.7% +133 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 20,340 $5.53M 2.55% +7 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 20,306 $5.52M 1.32% +344 13F-HR Timeline Kera Capital Partners, Inc. 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More: the full row for Raleigh Capital Management Inc. 19,981 $5.43M 1.97% +1,182 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 19,976 $5.43M 5.21% 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 19,967 $5.43M 2.03% +24 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 19,957 $5.43M 4.2% +6,850 13F-HR Timeline Group BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 19,957 $5.43M 2.67% -345 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 19,948 $5.42M 4.86% 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 19,945 $5.42M 4.61% -1,747 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 19,925 $5.42M 1.26% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 19,914 $5.41M 1.49% +43 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 19,888 $5.41M 2.33% -472 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 19,868 $5.4M 3.33% -32 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 19,866 $5.4M 3.92% +758 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 19,863 $5.4M 3.45% -1,183 13F-HR/A Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 19,844 $5.39M 1.51% -351 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 19,839 $5.39M 1.15% +843 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 19,832 $5.39M 0.2% -4,951 13F-HR/A Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 19,831 $5.39M 1.61% -628 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 19,816 $5.39M 3% 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 19,774 $5.38M 1.9% +1,583 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 19,734 $5.36M 5.5% 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 19,709 $5.36M 2.11% -106 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 19,707 $5.36M 1.5% -2,067 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 19,673 $5.35M 3.99% 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 19,619 $5.33M -4,915 Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 19,612 $5.33M 4.01% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 19,607 $5.33M 1.63% +26 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 19,600 $5.33M 1.06% +275 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 19,598 $5.33M 2.46% +360 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 19,592 $5.33M 2.83% 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 19,537 $5.31M 2.23% -258 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 19,524 $5.31M 0.54% -873 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 19,523 $5.31M 1.24% +569 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 19,503 $5.3M 3.53% +4,434 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 19,486 $5.3M 1.27% 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 19,467 $5.29M 3.05% +218 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 19,438 $5.28M 2.07% +2,398 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 19,437 $5.28M 3.27% -89 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 19,424 $5.28M 2.41% +36 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 19,422 $5.28M 1.18% -1,366 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 19,410 $5.28M 2.57% -1,410 13F-HR Timeline Group Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 19,407 $5.27M 3.44% -362 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 19,397 $5.27M 0.58% -180 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 19,379 $5.27M 3.09% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 19,361 $5.26M 1.91% -172 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 19,358 $5.26M 3.09% -171 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 19,355 $5.26M 1.92% -72 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 19,334 $5.26M 1.34% -48 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 19,328 $5.25M 3.09% -75 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 19,324 $5.25M 5.78% -219 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 20,252 $5.25M 2.68% +926 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 19,318 $5.25M 2.04% -571 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 19,302 $5.25M 3.77% -127 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 19,266 $5.24M 2.22% +1,902 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 19,257 $5.24M 0.65% +236 13F-HR Timeline SJBENEN ADVISORY, LLC More: the full row for SJBENEN ADVISORY, LLC 19,255 $5.23M 5.4% 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $5.23M 3.16% 13F-HR Timeline Amount filed as zero, left out of ratios. BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 19,224 $5.23M 1.58% +399 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 19,202 $5.22M 3.56% -328 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 19,195 $5.22M 2.46% +187 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 19,193 $5.22M 2.86% +1,025 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 19,887 $5.22M 0.89% +9,441 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 19,187 $5.22M 2.1% -1,700 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 19,150 $5.21M 1.37% +125 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 19,141 $5.2M 2.36% -4,485 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 19,110 $5.2M 1.82% +36 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 19,096 $5.19M 2.39% -9 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 19,040 $5.18M 4.5% 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 18,973 $5.16M 1.08% -213 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 18,976 $5.16M 1.08% +667 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 18,964 $5.16M 3.77% 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 18,959 $5.15M 3.2% +650 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 18,959 $5.15M 3.44% -92 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 19,743 $5.15M 3.2% +42 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 18,957 $5.15M 1.99% 13F-HR/A Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 18,956 $5.15M 2.72% -785 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 18,940 $5.15M 2.17% +4 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 18,934 $5.15M 2.79% -411 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 18,932 $5.15M 2.59% +836 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 18,813 $5.14M 2.39% -215 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 18,884 $5.13M 1.7% -2,406 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 18,882 $5.13M 1.83% +3,468 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 18,880 $5.13M 1.95% -325 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 18,852 $5.13M 2.74% +159 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 18,844 $5.12M 1.14% -93 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 18,816 $5.12M 4.02% 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 18,799 $5.11M 3.92% +4,525 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 18,795 $5.11M 3.62% -1,064 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 18,752 $5.1M 3.68% +186 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 18,748 $5.1M 2.84% 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 18,744 $5.1M 0.61% 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 18,642 $5.09M 1.52% -607 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 18,722 $5.09M 2.65% -656 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 18,680 $5.08M 5.03% 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 18,664 $5.07M 1.92% +2,907 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 18,625 $5.06M 0.96% +2,349 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 18,609 $5.06M 1.09% -105 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 18,605 $5.06M 1.37% +747 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 19,781 $5.05M 4.67% 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 18,586 $5.05M 0.87% -11 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. 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More: the full row for Peak Financial Management, Inc. 18,544 $5.04M 1.3% -1,012 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 18,524 $5.04M 3.35% +4,921 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 18,521 $5.04M 4.57% 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 18,482 $5.02M 0.67% 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 18,482 $5.02M 4.82% 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 18,465 $5.02M 2.46% -1,327 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 19,353 $5.02M 1.21% -306 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 18,457 $5.02M 0.91% -4,396 13F-HR Timeline Triasima Portfolio Management inc. 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