Inscription Capital, LLC More: the full row for Inscription Capital, LLC 59,185 $13M 1.4% +9,088 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 59,098 $13M 1.8% -2,398 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 59,026 $13M 1.12% +4,860 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 58,964 $12.9M 1.11% -212 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 58,892 $12.9M 3.95% -125 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 58,895 $12.9M 0.81% -3,532 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 58,878 $12.9M 3.13% +12 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 58,864 $12.9M 0.17% +22,901 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 58,836 $12.9M 0.96% +4,560 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 58,783 $12.9M 0.59% -980 13F-HR Timeline Ariose Capital Management Ltd More: the full row for Ariose Capital Management Ltd 58,512 $12.8M 4.31% new 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 58,500 $12.8M 0.5% +2,000 13F-HR Timeline Group McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 58,331 $12.8M 3.67% +1,707 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 58,198 $12.8M 0.56% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 58,130 $12.8M 1.69% +928 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 58,065 $12.7M 3.06% +1,511 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 58,019 $12.7M 3.47% -357 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 58,007 $12.7M 2.2% -367 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 55,918 $12.7M 0.7% +617 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 57,979 $12.7M 3.1% +51,705 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 57,773 $12.7M 0.72% +18,253 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 57,531 $12.6M 1.73% -3,710 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 74,294 $12.6M 2.15% +996 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 57,085 $12.5M 9.02% -5,510 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 57,007 $12.5M 0.63% +5,832 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 57,003 $12.5M 0.78% -1,763 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 56,124 $12.5M 0.35% +4,679 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 56,664 $12.4M 2.48% -203 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 56,658 $12.4M 1.54% +44,147 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 56,654 $12.4M 4.73% +57 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 56,566 $12.4M 3.83% -345 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 56,506 $12.4M 1.73% +999 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 56,463 $12.4M 2.18% -3,078 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 56,375 $12.4M 2.34% -906 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 56,297 $12.4M 1.74% -3,038 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 56,210 $12.3M 1.66% -2,100 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 56,153 $12.3M 7.05% -1,727 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 56,129 $12.3M 1% -253 13F-HR Timeline 111 Capital More: the full row for 111 Capital 56,097 $12.3M 2.33% +18,653 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 56,042 $12.3M 1.44% +5,714 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 55,991 $12.3M 6.64% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 55,866 $12.3M 1.96% +801 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 55,940 $12.3M 2.98% -205 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 55,732 $12.2M 0.41% -540 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 55,603 $12.2M 1.36% -7,596 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 55,602 $12.2M 3.2% -6,795 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 55,597 $12.2M 1.07% +53,749 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 55,503 $12.2M 0.79% +1,587 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 54,418 $12.1M 5.86% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 55,020 $12.1M 1.46% +1,382 13F-HR Timeline Long Corridor Asset Management Ltd More: the full row for Long Corridor Asset Management Ltd 55,000 $12.1M 4.93% +25,000 13F-HR Timeline Sellaronda Global Management LP More: the full row for Sellaronda Global Management LP 55,000 $12.1M 10.67% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 54,983 $12.1M 1.68% -4,220 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 52,352 $12.1M 3.23% -9 13F-HR Timeline Hound Partners, LLC in group Hound Partners, LLC More: the full row for Hound Partners, LLC 54,871 $12M 1.55% +426 13F-HR Timeline Group Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 54,800 $12M 1.48% 0 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 54,758 $12M 4.63% +422 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 54,754 $12M 5.04% +792 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 54,720 $12M 0.7% +374 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 54,534 $12M 2.86% +851 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 54,425 $12M 5.13% -1,125 13F-HR Timeline Jackson Square Partners, LLC More: the full row for Jackson Square Partners, LLC 54,421 $11.9M 4.83% -12,501 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 54,364 $11.9M 1.35% -355 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 54,353 $11.9M 1.67% +7,614 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 54,311 $11.9M 5.85% -552 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 54,260 $11.9M 1.89% +2,383 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 54,082 $11.9M 3.16% -1,469 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 54,009 $11.9M 1.68% -866 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 54,006 $11.9M 3.37% +1,083 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 53,971 $11.9M 4.08% +485 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 53,851 $11.8M 0.23% -1,503 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 53,819 $11.8M 2.91% +2,356 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 53,795 $11.8M 1.79% -29,290 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 53,793 $11.8M 0.68% -1,450 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 53,620 $11.8M 3.45% +461 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 53,498 $11.7M 2.78% -960 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 52,627 $11.7M 1.04% +11,226 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 53,371 $11.7M 0.8% -36,138 13F-HR/A Timeline Savoir Faire Capital Management, L.P. More: the full row for Savoir Faire Capital Management, L.P. 53,296 $11.7M 4.2% -1,805 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 53,285 $11.7M 6.68% +543 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 52,584 $11.7M 1.21% +246 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 53,220 $11.7M 2.86% -205 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 53,196 $11.7M 0.76% +1,098 13F-HR Timeline VALUEWORKS LLC More: the full row for VALUEWORKS LLC 53,074 $11.7M 3.39% -702 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 52,560 $11.7M 6.48% +1,300 13F-HR Timeline OBERNDORF WILLIAM E More: the full row for OBERNDORF WILLIAM E 52,928 $11.6M 15.67% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 52,770 $11.6M 6.33% -2,360 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 52,707 $11.6M 3.02% +7,921 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 52,543 $11.5M 0.61% -355 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 52,467 $11.5M 9.94% -11 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 52,332 $11.5M 1.22% +591 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 52,331 $11.5M 2.02% +6,369 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 52,198 $11.5M 1.89% +941 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 52,152 $11.5M 2.39% -58,320 13F-HR Timeline Governors Lane LP More: the full row for Governors Lane LP 52,140 $11.4M 1.58% -74,291 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 52,077 $11.4M 3.33% -306 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 52,046 $11.4M 1.29% +1,478 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 52,256 $11.4M 2.53% +50,671 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 51,883 $11.4M 6.13% -890 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 51,878 $11.4M 2.31% -942 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 51,864 $11.4M 0.51% -6 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 51,740 $11.4M 7.93% +385 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 51,615 $11.3M 1.24% -475 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 51,590 $11.3M 2.04% +2,152 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 51,457 $11.3M 0.15% -10,160 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 51,423 $11.3M 0.82% +292 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 51,333 $11.3M 3.77% +2,452 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 51,293 $11.3M 4.81% +150 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 51,233 $11.2M 1.79% +1,462 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 51,208 $11.2M 0.46% +9,443 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 51,143 $11.2M 2.11% +500 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 50,936 $11.2M 1.24% +226 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 50,881 $11.2M 1.77% +5,176 13F-HR Timeline TenCore Partners, LP More: the full row for TenCore Partners, LP 50,860 $11.2M 4.95% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 50,832 $11.2M 2.86% +1,125 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 50,811 $11.2M 1.92% -11,065 13F-HR Timeline BRANT POINT INVESTMENT MANAGEMENT LLC More: the full row for BRANT POINT INVESTMENT MANAGEMENT LLC 50,655 $11.1M 2.47% +3,141 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 50,639 $11.1M 2.61% -1,706 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 50,617 $11.1M 0.98% -2,023 13F-HR Timeline Group Citizens Business Bank More: the full row for Citizens Business Bank 50,600 $11.1M 1.85% +7,153 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 50,550 $11.1M 13.35% -301 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 50,548 $11.1M 1.65% +3,056 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 50,510 $11.1M 2.29% -430 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 45,205 $11.1M 1.02% +5,073 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 50,486 $11.1M 2.81% -964 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 50,450 $11.1M 2.54% -1,555 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 50,439 $11.1M 0.58% -305 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 50,438 $11.1M 0.96% +4,643 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 53,369 $11.1M 3.53% +6,722 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 50,326 $11M 0.38% +23,585 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 50,299 $11M 0.32% +1,892 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 50,236 $11M 3.11% -179 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 50,184 $11M 3.98% +29,562 13F-HR Timeline LIGHT STREET CAPITAL MANAGEMENT, LLC More: the full row for LIGHT STREET CAPITAL MANAGEMENT, LLC 50,033 $11M 1.85% -34,751 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 50,027 $11M 2.74% -3,834 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 49,914 $11M 1.53% +1,875 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 49,844 $10.9M 0.74% -1,123 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 49,830 $10.9M 1.13% +2,861 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 49,729 $10.9M 8.11% +3,837 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 49,681 $10.9M 1.09% +299 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 49,677 $10.9M 2.13% +140 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 49,500 $10.9M 0.41% -7,128 13F-HR/A Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 49,467 $10.9M 1.59% +687 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 49,425 $10.9M 0.88% -1,810 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 49,351 $10.8M 1.09% +696 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 49,294 $10.8M 3.45% -948 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 49,247 $10.8M 1.54% -131 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 49,215 $10.8M 2.89% -5,400 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 49,178 $10.8M 1.29% -4,047 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 49,141 $10.8M 2.07% -95 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 48,992 $10.8M 7.65% +205 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 48,955 $10.7M 2.51% +143 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 48,948 $10.7M 0.24% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 48,929 $10.7M 3.3% +373 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 48,737 $10.7M 2.92% +599 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 48,699 $10.7M 0.83% +1,194 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 48,664 $10.7M 3.47% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 48,577 $10.7M 3.26% +290 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 48,564 $10.7M 5.04% -1,810 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 48,419 $10.6M +12,972 Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 48,359 $10.6M 4.01% +24,956 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 48,354 $10.6M 5.22% +2,103 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 48,268 $10.6M 3.23% +1,461 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 48,237 $10.6M 1.5% -1,621 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 48,000 $10.5M 3.17% -7,000 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 47,959 $10.5M 0.92% +1,600 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 47,938 $10.5M 2.08% +12,523 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 47,932 $10.5M 2% -607 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 47,852 $10.5M 2.57% +1,221 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 47,717 $10.5M 1.02% +426 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 47,714 $10.5M 4.02% +294 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 47,700 $10.5M 3.94% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 47,572 $10.4M 5.78% +11 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 48,254 $10.4M 1.39% +5,179 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 47,347 $10.4M 3.77% +916 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 47,338 $10.4M 0.99% +180 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 47,318 $10.4M 0.61% +4,391 13F-HR Timeline WILSON ASSET MANAGEMENT (INTERNATIONAL)… More: the full row for WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 47,300 $10.4M 2.57% -3,302 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 47,096 $10.3M 4.77% -3,267 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 47,082 $10.3M 1.58% +4 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 47,025 $10.3M 3.81% -231 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 47,008 $10.3M 1.08% -364 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 46,987 $10.3M 2.07% 13F-HR Timeline Pacifica Partners Inc. 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