NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 10,218 $5.94M 0.31% -2,649 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,190 $5.92M 0.78% -1,265 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,189 $5.92M 0.59% +910 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 10,172 $5.91M 0.94% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 10,169 $5.91M 0.26% +815 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 10,161 $5.9M 0.17% +3,642 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 10,135 $5.89M 0.1% -891 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,124 $5.88M 0.39% new 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,123 $5.88M 0.36% -303 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,091 $5.86M 0.07% +702 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 10,084 $5.86M 0.94% -58 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 10,055 $5.84M 0.36% -6,468 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 10,000 $5.81M 4.28% +2,000 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 10,000 $5.81M 3.44% -2,000 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 9,991 $5.8M 1.23% -5 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,988 $5.8M 0.18% +3,053 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,972 $5.79M 0.11% -1,691 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,943 $5.78M 0.06% +597 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 9,941 $5.77M 2.22% +109 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 9,923 $5.76M 0.43% +69 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 9,913 $5.76M 0.35% +782 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 11,101 $5.75M 3.07% -2,355 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 9,884 $5.74M 1.78% +208 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 9,841 $5.72M 0.84% -681 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 9,814 $5.7M 1.67% +235 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9,813 $5.7M 0.52% +486 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 9,808 $5.7M 0.38% +2,083 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,798 $5.69M 0.08% +8,169 13F-HR Timeline Group Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 9,797 $5.69M 0.87% -9,813 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,794 $5.69M 0.19% +1,186 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 9,755 $5.67M 2.02% new 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 9,745 $5.66M 2.74% -445 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 9,736 $5.66M 0.24% -150 13F-HR Timeline Group Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 9,708 $5.64M 0.17% +240 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 9,702 $5.64M 0.41% -946 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 9,627 $5.59M 0.59% -3,704 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 9,600 $5.58M 0.85% -80 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 9,600 $5.58M 1.88% +57 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 9,598 $5.58M 0.81% +119 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 9,526 $5.53M 1.33% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 9,511 $5.53M 0.57% +298 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 9,504 $5.52M 0.63% +1,066 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,693 $5.52M 0.1% -922 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,498 $5.52M 0.48% +36 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 9,497 $5.52M 1.88% +150 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,491 $5.51M 0.46% 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,466 $5.5M 0.21% +1,574 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 9,445 $5.49M 0.43% -964 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 9,442 $5.48M 1.45% -6,478 13F-HR Timeline GUARDIAN CAPITAL LP group of 2 filers holding More: the full row for GUARDIAN CAPITAL LP 9,431 $5.48M new Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 9,409 $5.47M 2.37% -743 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 9,358 $5.44M 0.55% -887 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,352 $5.43M 0.34% -2,117 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 9,338 $5.42M 2.37% +517 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 9,337 $5.42M 0.09% +8,211 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,336 $5.42M 0.34% +772 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,301 $5.4M 0.31% +559 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 9,300 $5.4M 1.02% +200 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,297 $5.4M 0.11% -25,110 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 10,401 $5.39M 4.24% -5,540 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,270 $5.38M 0.51% -738 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 9,245 $5.37M 0.1% +43 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 9,226 $5.36M 2.87% -324 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,217 $5.35M 0.59% -883 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 9,196 $5.34M 0.04% -1,132 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 9,181 $5.33M 0.55% +6,365 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,178 $5.33M 0.74% -239 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 9,160 $5.32M 1.64% +182 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 9,159 $5.32M new Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 9,141 $5.31M 1.37% +4,639 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,140 $5.31M 0.25% +591 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 9,118 $5.3M 0.37% -4,166 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,110 $5.29M 0.04% +972 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 9,109 $5.29M 2.15% 0 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 9,106 $5.29M 4.58% -13,820 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 9,104 $5.29M 0.37% +150 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 9,102 $5.29M 0.12% -1,218 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 9,056 $5.26M 1.19% -18 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 9,035 $5.25M 1.66% +2,166 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,026 $5.24M 0.34% -945 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,026 $5.24M 0.23% -3,098 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 9,023 $5.24M 1.72% +1,357 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 9,015 $5.24M 2.1% -1,103 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 8,979 $5.22M 2.19% -85 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 8,940 $5.19M 2.27% +401 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 8,905 $5.17M 1.52% -991 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 8,897 $5.17M 1.2% +519 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 8,888 $5.16M 0.53% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 8,871 $5.15M 0.59% -1,294 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 8,858 $5.15M 2.78% -2,447 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 8,849 $5.14M 3.48% +1,316 13F-HR/A Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 8,833 $5.13M 1.6% -915 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 8,821 $5.12M 0.76% -12,583 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 8,812 $5.12M 0.27% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,812 $5.12M 0.27% +99 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 8,798 $5.11M 3.34% -106 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,771 $5.1M 0.26% -2,060 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 8,765 $5.09M 1.22% -3,802 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,762 $5.09M 0.15% -1,033 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 8,751 $5.08M 0.96% -17 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,749 $5.08M 0.32% +762 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,740 $5.08M 1.22% -840 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 8,734 $5.07M 0.61% -318 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 8,732 $5.07M 1.05% -2,813 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 8,720 $5.07M 0.92% -2,707 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 8,664 $5.03M 1.15% -43 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 8,655 $5.03M 1.9% -2,455 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 8,637 $5.02M 0.97% -45 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 8,632 $5.01M 0.37% +5,216 13F-HR Timeline Group GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 8,647 $5M 3.7% +388 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 8,587 $4.99M 0.55% +429 13F-HR/A Timeline Barrier Capital Management, LLC More: the full row for Barrier Capital Management, LLC 8,568 $4.98M 3.64% -3,321 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 8,564 $4.97M 0.2% -7,997 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 8,564 $4.97M 1.79% new 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 8,544 $4.96M 3.08% +2,816 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 8,500 $4.94M 3.33% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 8,493 $4.93M 2.69% +6,800 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,489 $4.93M 0.48% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 9,102 $4.92M 0.48% -9,620 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8,440 $4.9M 1% +45 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 8,419 $4.89M 0.49% -1,984 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 8,414 $4.89M 1.83% -282 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 8,407 $4.88M 1.93% +8,174 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 8,406 $4.88M 1.45% +3,494 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,391 $4.87M 0.68% +330 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 8,389 $4.87M 0.38% new 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 8,385 $4.87M 0.25% -1,352 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 8,354 $4.85M 1.34% -447 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 8,348 $4.85M 0.37% +4,602 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,327 $4.84M 3.03% -1,741 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 8,326 $4.84M 1.49% -2,388 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 8,317 $4.83M 0.7% -3,857 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8,305 $4.82M 0.72% +414 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,296 $4.82M 0.19% +15 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 8,302 $4.82M 0.61% +4,452 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 8,299 $4.82M 0.64% +347 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 8,260 $4.8M 1.1% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 8,237 $4.78M 1.68% -626 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 8,220 $4.78M 0.63% +402 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 8,197 $4.76M 1.56% -787 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,193 $4.76M 0.5% +413 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 8,181 $4.75M 1.35% +1,822 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 8,139 $4.73M 0.27% +52 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 8,126 $4.72M 0.68% -1,240 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 8,117 $4.72M 1.72% -325 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 8,079 $4.69M 0.01% +136 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,073 $4.69M 0.3% -228 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8,026 $4.66M 1.43% -501 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 8,025 $4.66M 1.72% -19 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 8,024 $4.66M 2.48% -1,541 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,006 $4.65M 0.31% -67 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,994 $4.64M 0.39% -109 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 7,958 $4.62M 2.17% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,917 $4.6M 0.16% +7,884 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,890 $4.58M 1.33% -413 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 7,884 $4.58M 2.24% -1,873 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,870 $4.57M 0.32% +677 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 8,258 $4.57M 0.56% 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 7,857 $4.56M 0.16% +6 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,839 $4.55M 0.4% -188 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 7,834 $4.55M 1.14% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 7,834 $4.55M 1.14% +6,415 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 7,817 $4.54M 0.19% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 7,776 $4.52M 0.98% -735 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 7,775 $4.52M 0.54% -3,781 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 7,762 $4.51M 1.69% +4,734 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 7,755 $4.5M 3.27% +634 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,197 $4.5M 2.1% -72 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 7,744 $4.5M 1.22% -2,495 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,735 $4.49M 0.21% +1,118 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,710 $4.48M 0.13% -214 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 7,709 $4.48M 0.59% +4,598 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 7,677 $4.46M 1.71% -3,318 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,682 $4.46M 1.38% -10 13F-HR Timeline TOBAM More: the full row for TOBAM 7,669 $4.46M 1.08% +5,872 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 7,655 $4.45M 2.7% -1,266 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,644 $4.44M 0.93% -2,340 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7,633 $4.43M 0.28% -53 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 7,615 $4.42M 4.51% -1,595 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 7,609 $4.42M 0.85% -1,900 13F-HR Timeline AI-Squared Management Ltd More: the full row for AI-Squared Management Ltd 7,600 $4.41M 2.35% -48,300 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,524 $4.4M 0.06% -121 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,571 $4.4M 0.36% +452 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 7,560 $4.39M 0.13% -546 13F-HR/A Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 7,558 $4.39M 4.37% 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 7,550 $4.39M 1.12% 13F-HR Timeline Ranch Capital Advisors Inc. 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