Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 102,304 $27.8M 1.66% -8,615 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 102,236 $27.8M 7.66% -3,418 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 102,172 $27.8M 4.51% -5,371 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 102,172 $27.8M 0.35% -194,044 13F-HR Timeline Group Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 102,132 $27.8M 2.89% +1,730 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 102,038 $27.7M 7.7% -1,052 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 101,907 $27.7M 3.23% -394 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 101,826 $27.7M 5.15% -3,097 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 101,821 $27.7M 7.15% -370 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 101,681 $27.6M 5.08% -1,352 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 101,536 $27.6M 4.44% -2,679 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 101,275 $27.5M 3.38% -46,815 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 101,114 $27.5M 4.18% +1,139 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 101,083 $27.5M 5.52% -1,575 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 101,073 $27.5M 6.74% -308 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 100,595 $27.3M 3.13% -899 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 100,588 $27.3M 4.78% +458 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 100,553 $27.3M 6.22% -2,596 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 100,543 $27.3M 8.44% -2,321 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 100,525 $27.3M 2.84% +12,544 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 100,133 $27.2M 3.35% +379 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 100,006 $27.2M 1.53% -14,820 13F-HR Timeline 7G CAPITAL MANAGEMENT, LLC More: the full row for 7G CAPITAL MANAGEMENT, LLC 100,000 $27.2M 16.91% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 99,979 $27.2M 0.57% +4,741 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 99,937 $27.2M 2.73% -1,214 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 99,903 $27.2M 3.09% -3,372 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 99,850 $27.1M 4.43% -1,342 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 99,778 $27.1M 6.05% +2,767 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 99,610 $27.1M 1.49% +4,318 13F-HR Timeline MARK ASSET MANAGEMENT LP More: the full row for MARK ASSET MANAGEMENT LP 99,588 $27.1M 3.03% -44,096 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 99,535 $27.1M 3.53% -10,817 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 99,528 $27.1M 8% -829 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 99,500 $27.1M 6.34% -151 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 99,260 $27M 4.62% -2,575 13F-HR/A Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 99,075 $26.9M 2.03% +250 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 98,655 $26.8M 13.97% -3,125 13F-HR Timeline MOTCO More: the full row for MOTCO 98,473 $26.8M 2.43% -1,047 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 102,902 $26.7M 4.09% -2,962 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 103,389 $26.7M 2.27% +1,830 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 98,183 $26.7M 4.9% -6,167 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 98,089 $26.7M 5.69% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 98,081 $26.7M 4.09% -9,935 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 98,037 $26.7M 3.03% -2,022 13F-HR Timeline Unisphere Establishment in group Unisphere Establishment More: the full row for Unisphere Establishment 97,700 $26.6M 0.2% 0 13F-HR Timeline Group Skylands Capital, LLC More: the full row for Skylands Capital, LLC 97,270 $26.4M 3.59% -10,315 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 97,145 $26.4M 4.82% -546 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 97,139 $26.4M 8.05% -1,955 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 96,807 $26.3M 3.16% -604 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 96,681 $26.3M 2.35% -1,463 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 96,591 $26.3M 8.31% -718 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 96,571 $26.3M 6.07% -1,221 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 96,560 $26.3M 1.72% -897 13F-HR Timeline Linden Rose Investment LLC More: the full row for Linden Rose Investment LLC 96,541 $26.2M 21.81% 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 96,528 $26.2M 6.53% +4,120 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 96,399 $26.2M 4.1% +3,984 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 96,330 $26.2M 2.79% -2,983 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 96,100 $26.1M 1.6% 0 13F-HR/A Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 96,068 $26.1M 1.6% -872 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 96,008 $26.1M 3.05% -1,019 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 95,981 $26.1M 4.55% +1,203 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 95,941 $26.1M 14.28% -876 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 95,940 $26.1M 3.05% -667 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 95,859 $26.1M 1.48% -73 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 95,741 $26M 4.21% -165 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 95,645 $26M 2.85% -69 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 95,637 $26M 2.63% -2,837 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 95,599 $26M 0.87% -12,698 13F-HR Timeline Group Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 95,553 $26M 6% -1,544 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 95,526 $26M 6.03% 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 95,460 $26M 11.15% +663 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 95,420 $25.9M 1.49% +23,112 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 95,083 $25.8M 1.5% +4,699 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 95,076 $25.8M 8.55% +2,488 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 95,049 $25.8M 3.58% -4,313 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 99,108 $25.7M 2.97% -922 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 94,564 $25.7M 7.51% 13F-HR Timeline Group Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 94,564 $25.7M 5.31% -1,101 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 94,470 $25.7M 2.23% -3,613 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 94,290 $25.6M 4.17% +2,060 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 94,277 $25.6M 3.32% +21,508 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 94,187 $25.6M 8.55% -7,800 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 94,176 $25.6M 5.4% -189 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 94,073 $25.6M 2.84% -3,104 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 94,008 $25.6M 3.97% +10,397 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 93,970 $25.5M 9.36% +24,584 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 93,961 $25.5M 5.73% -10,610 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 93,777 $25.5M 17.8% -31 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 93,631 $25.5M 8.68% 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 93,615 $25.5M 25.28% -628 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 93,791 $25.4M 6.11% +6,657 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 93,485 $25.4M 4.09% +3,484 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 97,716 $25.4M 4.55% -349 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 93,246 $25.3M 1.1% +20,404 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 92,977 $25.3M 14.91% -1,599 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 92,967 $25.3M 1.38% +14,121 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 92,943 $25.3M 7.67% -1,423 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 92,934 $25.3M 23.62% -2,295 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 92,922 $25.3M 2.64% -855 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 92,911 $25.3M 6.46% +91,786 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 92,848 $25.2M 9.94% -788 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 92,807 $25.2M 3.92% -1,056 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 92,806 $25.2M 3.17% -5,968 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 92,676 $25.2M 3.44% +80 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 92,477 $25.1M 6.19% +3,327 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 92,476 $25.1M 6.49% +45 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 92,299 $25.1M 10.34% -1,130 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 92,149 $25.1M 2.47% -1,282 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 92,146 $25.1M 4.69% -5,590 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 91,909 $25M 7.15% +6,809 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 91,869 $25M 5.73% -208 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 91,764 $24.9M 3.85% +12,117 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 91,495 $24.9M 13% -176 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 91,395 $24.8M 1.42% +929 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 91,370 $24.8M 4.41% -3,276 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 91,270 $24.8M 3.32% +2,861 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 90,600 $24.6M 10.58% -815 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 90,598 $24.6M 1.11% -4,979 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. 90,312 $24.6M 3.3% -624 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 90,284 $24.5M 1.92% -9,955 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 90,269 $24.5M 9.53% -3,387 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 90,240 $24.5M 4.21% -5,060 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 90,173 $24.5M 3.79% -922 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 90,130 $24.5M 1.35% +5,899 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 89,958 $24.5M 8.09% -1,504 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 89,797 $24.4M 1.02% -48,403 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 89,748 $24.4M 1.68% -151 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 89,630 $24.4M 6.53% -1,427 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 89,475 $24.3M 3.28% +3,695 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 89,461 $24.3M 9.52% +470 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 89,442 $24.3M 9.96% -2,309 13F-HR/A Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 89,406 $24.3M 6.71% -1,980 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 89,170 $24.2M 1.88% +9,978 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 89,150 $24.2M 7.33% -1,291 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 88,900 $24.2M 9.94% +29,909 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 88,869 $24.2M 11.16% -789 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 88,801 $24.1M 3.29% -1,162 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 88,758 $24.1M 6.92% -3,880 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 88,239 $24M 2.88% -4,482 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 87,925 $23.9M 3.46% -1,664 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 87,880 $23.9M 6.7% -1,028 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 87,743 $23.9M 6.22% -3,641 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 87,730 $23.9M 5.54% -2,662 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 87,669 $23.8M 2.07% -118 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 87,665 $23.8M 5.02% -2,469 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 87,656 $23.8M 2.88% +272 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 87,602 $23.8M 14.95% -1,172 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 87,440 $23.8M 3.05% -1,681 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 87,377 $23.8M 2.58% 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 87,367 $23.8M 4.01% -3,554 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 87,347 $23.7M 4.42% -359 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 87,287 $23.7M 5.25% -393 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 87,231 $23.7M 6.65% +13,868 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 87,212 $23.7M 3.99% -28,895 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 87,178 $23.7M 3.14% -435 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 87,152 $23.7M 0.23% +6,586 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 87,014 $23.7M 2.39% -472 13F-HR Timeline SEVEN GRAND MANAGERS, LLC More: the full row for SEVEN GRAND MANAGERS, LLC 87,000 $23.7M 1.8% -38,000 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 86,997 $23.7M 3.69% -6,302 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 86,938 $23.6M 5.26% +263 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 86,726 $23.6M 1.56% +1,138 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 86,690 $23.6M 5.56% +47 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 86,409 $23.5M 7.19% -1,070 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 86,399 $23.5M 1.15% -1,517 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 86,273 $23.5M 12.2% +7 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 86,276 $23.5M 7.62% -17,395 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 86,231 $23.4M 2.1% +4,951 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 86,118 $23.4M 2.78% -2,773 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 86,082 $23.4M 0.52% -4,726 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 86,033 $23.4M 3.24% +4,657 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 85,935 $23.4M 9.48% -381 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 91,407 $23.4M 1.11% +5,155 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 85,901 $23.4M 2.73% -6,736 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 85,727 $23.3M 4.19% -2,006 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 85,709 $23.3M 6.43% +625 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 85,664 $23.3M 3.32% 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 85,512 $23.2M 10.47% -625 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 85,294 $23.2M 7.71% 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 85,243 $23.2M 13.69% 13F-HR/A Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 85,151 $23.1M 5.36% -1,392 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 85,140 $23.1M 3.07% -915 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 85,079 $23.1M 2.51% -1,154 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 84,772 $23M 1.7% +16,023 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 84,735 $23M 4.27% +1,979 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 84,666 $23M 3.6% +4,798 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 84,619 $23M 1.05% +2,070 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 84,485 $23M 2.3% -4,157 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 84,394 $22.9M 4.57% -19,336 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 84,514 $22.9M 3.67% -1,209 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 84,352 $22.9M 4.75% -264 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 84,293 $22.9M 2.1% -16,884 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 84,225 $22.9M 5.91% -2,664 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 84,156 $22.9M 2.55% +18,888 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 83,917 $22.8M 0.84% +316 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 83,581 $22.7M 3.17% -1,665 13F-HR Timeline 111 Capital More: the full row for 111 Capital 83,579 $22.7M 4.96% +18,608 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 83,443 $22.7M 6.26% -5,276 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 83,423 $22.7M 11.27% -1,099 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 83,235 $22.6M 2.47% -297 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 83,221 $22.6M 1.8% 13F-HR Timeline Pegasus Asset Management, Inc. 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