Slow Capital, Inc. More: the full row for Slow Capital, Inc. 106,542 $23.7M 3.17% +18,528 13F-HR Timeline Selway Asset Management More: the full row for Selway Asset Management 106,429 $23.6M 9.75% -10,237 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 106,309 $23.6M 2.71% +1,037 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 106,293 $23.6M 5.9% +1,248 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 106,134 $23.6M 24.8% -3,487 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 106,093 $23.6M 2% +22,778 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 105,892 $23.5M 3.2% +906 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 105,847 $23.5M 5.95% -2,162 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 107,304 $23.5M 2.2% +35,837 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 109,775 $23.4M 4.58% +38,585 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 105,404 $23.4M 4.38% -1,125 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 105,376 $23.4M 7.95% +300 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 105,215 $23.4M 6.93% +1,959 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 105,102 $23.3M 6.6% -2,644 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 105,018 $23.3M 1.5% -2,018 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 104,995 $23.3M 4.9% -6,121 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 104,687 $23.3M 2.92% -288 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 104,377 $23.2M 7.11% -8,665 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 104,353 $23.2M 5.57% -13,946 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 104,302 $23.2M 2.42% +5,200 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 104,181 $23.1M 4.16% +296 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 104,005 $23.1M 8.12% -1,659 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 103,907 $23.1M 3.68% -2,946 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 103,860 $23.1M 2.95% -9 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 103,737 $23M 7.85% +3,501 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 103,458 $23M 2.97% -6,828 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 103,434 $23M 3.55% -1,311 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 103,191 $22.9M 4.85% -323 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 103,185 $22.9M 5.33% -27,422 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 103,101 $22.9M 2.09% -26,944 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 103,320 $22.9M 2.31% -18,443 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 102,959 $22.9M 5.98% -232 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 102,818 $22.8M 3.41% +29,000 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 102,595 $22.8M 2.19% +83 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 102,437 $22.8M 16.8% -2,203 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 102,383 $22.7M 23.53% -3,124 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 102,314 $22.7M 2.61% +8,652 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 102,258 $22.7M 4.09% +5,055 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 102,114 $22.7M 6.38% -2,650 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 114,179 $22.7M 2.65% -739 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 102,035 $22.7M 6.46% -982 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 102,026 $22.7M 4.37% -986 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 113,837 $22.6M 0.78% +35,328 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 101,848 $22.6M 4.91% +516 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 101,786 $22.6M 4.96% +33,308 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 101,437 $22.5M 3.34% +92 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 101,321 $22.5M 8.5% -877 13F-HR Timeline ITHAKA GROUP LLC More: the full row for ITHAKA GROUP LLC 101,224 $22.5M 4.58% -1,175 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 101,023 $22.4M 3.41% -9,148 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 101,001 $22.4M 2.39% +25,978 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 100,972 $22.4M 15.28% -515 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 113,190 $22.4M 4.22% +60,128 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 100,863 $22.4M 2.78% +5,181 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 100,859 $22.4M 1.65% +1,292 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 100,392 $22.3M 3.24% +2,987 13F-HR Timeline MOTCO More: the full row for MOTCO 100,383 $22.3M 2.36% +1,229 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 100,096 $22.2M 4.18% -13,813 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 99,943 $22.2M 6.88% +1,896 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 110,306 $22.2M 11.09% +60,233 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 99,707 $22.1M 4.08% +715 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 99,694 $22.1M 1.41% -838 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 99,679 $22.1M 1.8% +8,876 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 99,670 $22.1M 4.86% +4,076 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 99,651 $22.1M 0.54% -152,679 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 99,612 $22.1M 8.54% -2,324 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 99,531 $22.1M 3.82% -404 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 99,122 $22M 10.19% -17,151 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 98,808 $21.9M 8.03% -480 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 98,776 $21.9M 6.14% +192 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 98,232 $21.8M 6.72% -4,365 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 97,923 $21.8M 4.52% +29,520 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 97,875 $21.7M 2.56% -2,072 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 97,964 $21.7M 0.65% +3,293 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 97,744 $21.7M 4.19% -1,146 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 97,457 $21.6M 4.71% -857 13F-HR Timeline UG Investment Advisers Ltd. More: the full row for UG Investment Advisers Ltd. 97,414 $21.6M 5.93% -105,249 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 97,411 $21.6M 1.46% -13,170 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 97,201 $21.6M 1.73% +4,129 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 97,104 $21.6M 5% -4,535 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 97,032 $21.6M 3.33% -2,371 13F-HR Timeline CCM INVESTMENT GROUP, LLC More: the full row for CCM INVESTMENT GROUP, LLC 98,796 $21.5M 2.28% +2,680 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 96,892 $21.5M 10.9% -3,895 13F-HR/A Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 96,868 $21.5M 10.85% -4,206 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 98,655 $21.5M 2.01% -1,255 13F-HR/A Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 96,586 $21.5M 3.96% -2,811 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 96,485 $21.4M 5.89% -7,416 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 96,384 $21.4M 12.37% -1,092 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 96,381 $21.4M 6.04% +7,800 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 96,249 $21.4M 2.99% -282 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 96,179 $21.4M 4.54% -4,187 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 96,165 $21.4M 9.94% +5,589 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 96,004 $21.3M 3.62% -1,550 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 95,986 $21.3M 2.97% -1,425 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 95,727 $21.3M 8.94% +1,319 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 95,659 $21.2M 2.89% -7,117 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 95,601 $21.2M 2.28% -317 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 95,565 $21.2M 4.39% -1,662 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 95,484 $21.2M 3.73% +4,706 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 94,963 $21.2M 7.86% -11 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 95,375 $21.2M 0.42% -2,091 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 95,365 $21.2M 6.66% -1,922 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 95,207 $21.1M 1.83% +740 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 95,110 $21.1M 8.88% -1,797 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 94,972 $21.1M 1.25% +6,220 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 94,932 $21.1M 5.24% +81,947 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 94,841 $21.1M 4.78% +115 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 94,778 $21.1M 3.68% +5,137 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 94,690 $21M 4.01% -15,780 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 94,464 $21M 8.71% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 83,735 $21M 1.67% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 94,392 $21M 18.61% +224 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 94,278 $20.9M 1.3% -129 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 94,258 $20.9M 5.94% -540 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 94,223 $20.9M 3.67% -762 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 93,744 $20.8M 5.07% -1,419 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 93,742 $20.8M 4.83% -4,686 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 93,517 $20.8M 3.47% +6,026 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 103,701 $20.7M 5.32% +1,581 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 93,226 $20.7M 6.39% -273 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 93,164 $20.7M 10.22% +2,705 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 93,131 $20.7M 1.35% -3,134 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 93,068 $20.7M 3.97% -9,432 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 92,984 $20.7M 0.53% -117,440 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 92,962 $20.6M 1.61% +50,780 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 103,781 $20.6M 6.78% +2,295 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 92,848 $20.6M 6.57% -8,189 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 92,710 $20.6M 5.18% -717 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 92,629 $20.6M 0.69% -1,984 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 92,619 $20.6M 2.7% -1,725 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 92,431 $20.5M 7.09% +206 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 92,249 $20.5M 2.81% -1,777 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 92,199 $20.5M 5.2% -784 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 91,964 $20.4M 9.97% -814 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 91,834 $20.4M 4.51% -10,974 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 91,614 $20.4M 3.2% -4,519 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 91,608 $20.3M 5.27% -541 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 91,585 $20.3M 1.76% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 91,476 $20.3M 11.05% -3,186 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 91,378 $20.3M 2.81% +1,653 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 91,341 $20.3M 3.46% -439 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 91,283 $20.3M 4.41% -1,961 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 91,228 $20.3M 7.24% -387 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 91,163 $20.2M 4.51% -692 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 91,132 $20.2M 6.36% -73 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 90,879 $20.2M 13.17% +108 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 90,891 $20.2M 3.08% -303 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 90,882 $20.2M 1.95% -3,577 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 90,837 $20.2M 5.54% +3,489 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 90,800 $20.2M 16.75% -165 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 90,733 $20.2M 5.65% -1,843 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 90,665 $20.1M 3.91% -50,175 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 90,611 $20.1M 8.97% -1,508 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 90,460 $20.1M 2.88% -1,972 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 90,441 $20.1M 6.05% +551 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 90,331 $20.1M 5.5% -2,672 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 90,167 $20M 4.39% -2,410 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 90,158 $20M 6.51% -38,580 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 89,997 $20M 2.03% +1,810 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 89,908 $20M 2.12% +800 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 89,902 $20M 13.23% +212 13F-HR Timeline NZS Capital, LLC More: the full row for NZS Capital, LLC 89,823 $20M 0.9% -72,006 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 89,798 $19.9M 5.42% -1,701 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 100,708 $19.9M 3.81% -495 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 91,468 $19.9M 3.04% -1,784 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 89,676 $19.9M 2.49% -306 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 89,662 $19.9M 4.35% -116 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 89,465 $19.9M 0.26% -18,499 13F-HR Timeline Group Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 89,402 $19.9M 9.68% -955 13F-HR Timeline Tenere Capital LLC More: the full row for Tenere Capital LLC 89,320 $19.8M 5.46% +8,989 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 94,359 $19.8M 1.68% +17,795 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 89,170 $19.8M 2.9% +16,302 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 89,159 $19.8M 2.39% -3,040 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 89,073 $19.8M 6.04% -1,196 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 89,066 $19.8M 4.99% -352 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 89,036 $19.8M 1.51% +21,990 13F-HR Timeline STF Management LP More: the full row for STF Management LP 88,961 $19.8M 9.49% +684 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 88,865 $19.7M 1.39% -263,829 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 88,774 $19.7M 1.41% +1,222 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 88,740 $19.7M 16.59% -7,129 13F-HR Timeline Westbourne Investment Advisors, Inc. 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