GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,073 $2.2M 0.13% -263 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 6,049 $2.19M 0.15% +13 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,047 $2.19M 0.33% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,044 $2.19M 0.17% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,017 $2.18M 0.1% +145 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,971 $2.16M 0.12% -89 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,964 $2.16M 0.13% 0 13F-HR/A Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 5,923 $2.14M 0.12% -450 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 5,918 $2.14M 0.12% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 5,918 $2.14M 0.14% +283 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,905 $2.14M 0.17% -184 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,876 $2.13M 0.06% -267 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,868 $2.12M 0.19% +8 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,922 $2.12M 0.12% +185 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,858 $2.12M 1.25% -134 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 5,857 $2.12M 1.9% -7 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 5,837 $2.11M 1.53% -5,000 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 5,739 $2.11M 0.23% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,802 $2.1M 0.23% -335 13F-HR/A Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,801 $2.1M 0.6% -83 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 5,104 $2.1M 0.55% +22 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,766 $2.09M 0.2% -4,116 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,755 $2.08M 0.06% -1,258 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,753 $2.08M 0.3% +2 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,750 $2.08M 0.04% +1,645 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 5,750 $2.08M 0.2% -430 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,733 $2.08M 0.27% +66 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 5,632 $2.07M 0.64% -17 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,716 $2.07M 0.08% -55 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,715 $2.07M 0.73% -627 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,459 $2.06M 0.11% +2,914 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 5,665 $2.05M 0.43% -12 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 5,665 $2.05M 0.43% +4 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,688 $2.05M 0.32% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,655 $2.05M 0.26% +186 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,653 $2.05M 0.18% +21 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,648 $2.05M 0.38% -65 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 48,313 $2.04M 0.68% +33 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,635 $2.04M 0.17% 0 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 5,633 $2.04M 0.93% +33 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 5,626 $2.04M 0.51% +810 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,619 $2.03M 1.63% -120 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 5,595 $2.03M 0.72% +988 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,594 $2.03M 0.21% -2,244 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,580 $2.02M 0.09% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,577 $2.02M 0.17% +11 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,563 $2.01M 0.03% +1,161 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 5,540 $2.01M 0.11% -107 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 5,530 $2M 0.23% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 5,502 $1.99M 0.62% -58 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 5,500 $1.99M 0.31% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,498 $1.99M 1.22% +42 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 5,476 $1.98M 0.4% -4,482 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 5,475 $1.98M 0.66% +10 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,460 $1.98M 0.8% -220 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 5,457 $1.98M 0.31% 0 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 5,430 $1.97M 0.1% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 5,374 $1.95M 0.12% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 5,354 $1.94M 0.07% +564 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,313 $1.92M 0.41% +154 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,297 $1.92M 0.14% -184 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,295 $1.92M <0.01% +1,021 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,292 $1.92M 0.67% +17 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 5,291 $1.92M 1.26% -608 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,281 $1.91M 0.04% -27,120 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,266 $1.91M 0.15% -337 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 5,256 $1.9M 0.27% +2,580 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 5,250 $1.9M 0.5% -750 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 5,246 $1.9M 0.55% -38 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,235 $1.9M -789 Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 5,227 $1.89M 0.85% +7 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 5,219 $1.89M 1.12% -52 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,206 $1.89M 0.19% -83 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 5,205 $1.89M 0.17% +392 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 5,205 $1.88M 0.43% 0 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 5,198 $1.88M 0.28% -280 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,193 $1.88M 0.39% -5 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 5,187 $1.88M 0.71% -74 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 5,176 $1.87M 1.15% -576 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,156 $1.87M 0.15% +170 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 5,155 $1.87M 0.4% -17 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 5,143 $1.86M 0.22% -623 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 5,131 $1.86M 0.14% +90 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,130 $1.86M 0.5% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 5,119 $1.85M 0.71% -50 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 5,110 $1.85M 0.26% -159 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,107 $1.85M 0.24% -34 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 5,104 $1.85M 0.19% -339 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 5,100 $1.85M 0.36% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,099 $1.85M 0.03% -308 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,098 $1.85M 0.17% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,093 $1.84M 0.09% +2,941 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,085 $1.84M 0.12% -224 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 5,076 $1.84M 0.85% 0 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 5,073 $1.84M 0.97% -357 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,070 $1.84M 0.17% -113 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 5,059 $1.83M 0.41% +32 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 5,054 $1.83M 0.64% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,051 $1.83M 0.41% -98 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,035 $1.82M 0.52% -11 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,152 $1.81M 0.29% -44 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,998 $1.81M 0.1% -108 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,138 $1.81M 0.42% -1,978 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,988 $1.81M 0.04% -65 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,987 $1.81M 0.11% -306 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,974 $1.8M 0.15% +20 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 4,975 $1.8M 1.72% -19 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,966 $1.8M 0.41% +3,776 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 4,964 $1.8M 0.84% +96 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 4,962 $1.8M 0.28% +5 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,952 $1.79M 0.34% +52 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,939 $1.79M 0.17% +2,321 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,935 $1.79M 0.81% -107 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,928 $1.78M 0.24% -274 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 4,924 $1.78M 0.02% -40 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,919 $1.78M 0.68% -22 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 4,886 $1.77M 0.55% +11 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,881 $1.77M 0.34% +310 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,880 $1.77M 0.19% -6 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,861 $1.77M 1.2% +37 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,866 $1.76M 0.07% -814 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,700 $1.76M 0.27% 0 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,851 $1.76M 1.11% +254 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,844 $1.75M 0.11% -238 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,840 $1.75M 0.39% +9 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,837 $1.75M 0.2% -602 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 4,831 $1.75M 1% +1,068 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,809 $1.74M 0.09% -11 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,802 $1.74M 0.06% +19 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,801 $1.74M 0.22% +84 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 4,800 $1.74M 0.52% -950 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,792 $1.74M 0.05% +530 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,787 $1.73M 0.13% -97 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 4,758 $1.72M 0.68% -413 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,748 $1.72M 0.72% +14 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,743 $1.72M 0.72% +359 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,736 $1.72M 0.83% +2,500 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,732 $1.71M 0.75% 0 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 4,730 $1.71M 0.35% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,729 $1.71M 0.11% -1,153 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,724 $1.71M 0.1% -41 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 4,717 $1.71M 0.82% 0 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 4,737 $1.71M 1.26% +951 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,679 $1.69M 0.47% +1,096 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,677 $1.69M 0.38% +170 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,670 $1.69M 0.68% 0 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 4,636 $1.68M 0.28% -222 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,619 $1.67M 0.15% +1,334 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,600 $1.67M 0.51% -11 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,589 $1.66M 0.11% +681 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,586 $1.66M 0.42% -98 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,565 $1.66M 0.16% +867 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,580 $1.66M 0.05% -230 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 4,574 $1.66M 0.54% 0 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 4,423 $1.64M 0.68% -759 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,519 $1.64M 0.49% -55 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.63M 0.39% 0 13F-HR Timeline Amount filed as zero, left out of ratios. BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 4,500 $1.63M 0.05% 0 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 4,500 $1.63M 0.31% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,494 $1.63M 0.39% -1,615 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,490 $1.63M 0.02% +39 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,490 $1.63M 0.07% -9 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 4,477 $1.62M 0.31% -13 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,468 $1.62M 0.02% +20 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,464 $1.62M 0.3% +599 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,462 $1.62M 0.13% +162 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,460 $1.61M 0.16% -95 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,453 $1.61M 0.7% +53 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,449 $1.61M 0.02% -305 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,439 $1.61M 0.3% -144 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 4,435 $1.61M 1.38% -40 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,387 $1.61M 0.52% -23 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,405 $1.6M 0.28% -2 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,405 $1.6M 0.51% -188 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,406 $1.59M 0.08% -415 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,402 $1.59M 1.12% +41 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,401 $1.59M 0.1% +832 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,389 $1.59M 0.57% +2 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,387 $1.59M 0.15% -8 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,384 $1.59M 0.05% -300 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,371 $1.58M 0.16% +167 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 4,361 $1.58M 1.29% +33 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 4,359 $1.58M 0.46% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,333 $1.57M 0.3% -145 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,329 $1.57M 0.68% +15 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 4,328 $1.57M 0.79% +302 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,325 $1.57M 0.76% +104 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,280 $1.55M 0.08% -150 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,272 $1.55M 0.01% new 13F-HR Timeline Group Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 4,272 $1.55M 0.83% -1,565 13F-HR Timeline Heritage Investment Group, Inc. 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