XML Financial, LLC More: the full row for XML Financial, LLC 52,605 $12.5M 0.91% -1,152 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 52,514 $12.5M 2.81% -252 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 52,495 $12.5M 3.42% -426 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keebeck Wealth Management More: the full row for Keebeck Wealth Management 52,348 $12.5M 1.22% +5,996 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 52,274 $12.5M 4% +3,842 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 52,234 $12.4M 1.13% +1,176 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 52,119 $12.4M 7.97% -815 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 52,086 $12.4M 2.4% -28,212 13F-HR Timeline Q Global Advisors, LLC in group Q Global Advisors, LLC More: the full row for Q Global Advisors, LLC 52,000 $12.4M 8.4% +36,616 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 51,917 $12.4M 0.36% -199,144 13F-HR Timeline Group McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 119,505 $12.3M 3.62% -1,650 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 51,760 $12.3M 7.87% 0 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 51,746 $12.3M 4.95% -14,749 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 51,701 $12.3M 2.53% +4,979 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 51,604 $12.3M 1.45% +631 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 51,588 $12.3M 1.58% +1,278 13F-HR Timeline CNA FINANCIAL CORP in group CNA FINANCIAL CORP More: the full row for CNA FINANCIAL CORP 51,500 $12.3M 5.14% -58,500 13F-HR Timeline Group KP Management LLC More: the full row for KP Management LLC 51,500 $12.3M 2.57% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 51,279 $12.2M 0.76% +959 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 51,255 $12.2M 2.15% -10 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 51,184 $12.2M 1.17% +5,022 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 51,168 $12.2M 2.73% new 13F-HR Timeline LIGHT STREET CAPITAL MANAGEMENT, LLC More: the full row for LIGHT STREET CAPITAL MANAGEMENT, LLC 51,000 $12.2M 1.43% -73,800 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 50,870 $12.1M 3.01% -486 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 50,859 $12.1M 0.61% -661 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 50,814 $12.1M 1.01% +1,668 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 50,646 $12.1M 1.47% -283 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 50,632 $12.1M 1.13% +80 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 50,595 $12.1M 3.83% +2,547 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 50,481 $12M 5.73% +754 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 50,427 $12M 5.02% -4,881 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 50,314 $12M 1.46% +3,727 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 50,214 $12M 3.05% +3,629 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 50,150 $12M 9.22% +6,136 13F-HR Timeline Pamplona Capital Management, LLC in group Pamplona Capital Management, … More: the full row for Pamplona Capital Management, LLC 50,130 $11.9M 3.31% -826,483 13F-HR Timeline Group MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 50,094 $11.9M 1.63% -770 13F-HR Timeline BERKLEY W R CORP More: the full row for BERKLEY W R CORP 50,000 $11.9M 0.58% new 13F-HR Timeline INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 50,000 $11.9M 1.47% +5,000 13F-HR Timeline Fund 1 Investments, LLC in group Fund 1 Investments, LLC More: the full row for Fund 1 Investments, LLC 50,000 $11.9M 2.1% -96,846 13F-HR Timeline Group INFINITUM ASSET MANAGEMENT, LLC More: the full row for INFINITUM ASSET MANAGEMENT, LLC 50,000 $11.9M 1.21% -75,000 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 49,966 $11.9M 1.15% +8,503 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 49,930 $11.9M 6.16% +1,562 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 49,716 $11.8M 2.36% -160 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 49,512 $11.8M 0.7% +32,508 13F-HR Timeline Governors Lane LP More: the full row for Governors Lane LP 49,483 $11.8M 1.18% +21,683 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 49,480 $11.8M 0.79% +1,974 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 49,463 $11.8M 1.49% +333 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 49,441 $11.8M 2.65% +113 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 49,398 $11.8M 1.55% +792 13F-HR/A Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 49,396 $11.8M 2.59% +1,403 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 49,400 $11.8M 1.6% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 49,361 $11.8M 1.04% +514 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 49,353 $11.8M 3.24% -609 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 49,329 $11.8M 4.07% +12,741 13F-HR Timeline RIHO Partners, LLC More: the full row for RIHO Partners, LLC 49,318 $11.8M 6.61% -53 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 49,262 $11.7M 1.41% -3,859 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 49,260 $11.7M 1.77% -1,260 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 49,257 $11.7M 2.62% -4,844 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 49,172 $11.7M 0.95% +1,240 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 49,130 $11.7M 2.11% -745 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 49,094 $11.7M 2.17% +940 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 49,077 $11.7M 1.55% -372 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 48,936 $11.7M 1.56% -268 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 48,929 $11.7M 0.95% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 48,913 $11.7M 0.56% +2,101 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 48,830 $11.6M 11.49% +8,880 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 48,829 $11.6M 8.6% -593 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 48,820 $11.6M 4.09% -182 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 48,780 $11.6M 4.9% new 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 48,739 $11.6M 3.62% +143 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 44,413 $11.6M 1.42% 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 48,710 $11.6M 1.38% +15,168 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 48,656 $11.6M 1.16% +1,025 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 48,430 $11.5M 5.88% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 48,390 $11.5M 1.73% +2,478 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 48,359 $11.5M 3.5% 0 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 48,358 $11.5M 4.95% +1,886 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 48,330 $11.5M 5.4% +15,527 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 48,325 $11.5M 1.17% -51 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 48,319 $11.5M 2.23% -4,579 13F-HR Timeline Attestor Capital Ltd in group Attestor Capital Ltd More: the full row for Attestor Capital Ltd 48,300 $11.5M 3.29% new 13F-HR Timeline Group Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 48,233 $11.5M 3.83% +6,084 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 48,130 $11.5M 1.24% +887 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 48,042 $11.4M 0.07% +3,145 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 48,010 $11.4M 4.47% +1,427 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 48,000 $11.4M 1.8% -27,562 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 47,943 $11.4M 1.74% +1,565 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 47,922 $11.4M 1.4% +4,728 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 47,918 $11.4M 2.36% -959 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 68,711 $11.4M 0.92% +2,613 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 47,831 $11.4M 0.76% -4,197 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $11.4M 2.72% 0 13F-HR Timeline Amount filed as zero, left out of ratios. SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 47,805 $11.4M 2.91% 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 47,805 $11.4M 1.96% +576 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 47,669 $11.4M 8.29% +8,800 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 47,542 $11.3M 5.35% -1,184 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 47,509 $11.3M 1.74% +132 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 47,402 $11.3M 0.98% -3,239 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 47,349 $11.3M 2.38% -982 13F-HR Timeline NIGHTVIEW CAPITAL, LLC More: the full row for NIGHTVIEW CAPITAL, LLC 47,315 $11.3M 8.44% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 47,283 $11.3M 0.32% +15,356 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 47,129 $11.2M 2.7% -4,410 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 47,130 $11.2M 12.04% +2,163 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 47,105 $11.2M 0.58% -127 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 47,042 $11.2M 2.29% +3,146 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 47,026 $11.2M 1.87% -402 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 47,021 $11.2M 6.61% +448 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 47,007 $11.2M 1.31% -52,830 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 46,998 $11.2M 0.75% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 46,962 $11.2M 2.19% -16 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 46,950 $11.2M 0.43% -22,534 13F-HR Timeline MONIMUS CAPITAL MANAGEMENT, LP More: the full row for MONIMUS CAPITAL MANAGEMENT, LP 46,885 $11.2M 2.84% -25,238 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 46,872 $11.2M 1.46% -1,959 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 46,843 $11.2M 1.14% +539 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 46,834 $11.2M 1.08% +4,918 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 46,830 $11.2M 3.47% -3,226 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 46,819 $11.2M 0.67% -51,371 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 46,781 $11.1M 2.06% -5,419 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 40,916 $11.1M 3.36% +797 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 45,934 $11.1M 3.36% -947 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 46,661 $11.1M 0.72% -155 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 46,505 $11.1M 2.03% +348 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 46,500 $11.1M 7.47% 0 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 46,483 $11.1M 3.19% -22,333 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 46,411 $11.1M 4.29% +1,256 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 46,400 $11.1M 4.78% -8,350 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 46,233 $11M 1.1% +4,659 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 46,219 $11M 3.01% -745 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 46,055 $11M 0.84% +1,704 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 46,032 $11M 1.87% +781 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 45,900 $10.9M 3.79% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 45,895 $10.9M 2.09% +1,070 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 45,875 $10.9M 4.4% 0 13F-HR Timeline Group Columbia Bank More: the full row for Columbia Bank 45,748 $10.9M 2.44% +1,565 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 40,763 $10.9M 5.67% +1,000 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 45,652 $10.9M 2.33% +1,168 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 45,646 $10.9M 0.74% +22,677 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 45,634 $10.9M 2.31% +1,859 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 45,548 $10.9M 0.58% -20,747 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 45,540 $10.9M 2.97% +595 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 45,500 $10.8M 3.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 45,492 $10.8M 3.37% -1,588 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 45,466 $10.8M 3.28% +7,102 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 45,449 $10.8M 1.49% +444 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 45,425 $10.8M 0.94% -154 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 45,350 $10.8M 4.67% -8,565 13F-HR Timeline 180 GPS Investments IC Ltd More: the full row for 180 GPS Investments IC Ltd 45,214 $10.8M 7.97% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 44,127 $10.8M 0.99% +1,928 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 45,202 $10.8M 2.83% +90 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 45,054 $10.7M 4.5% +2,705 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 44,992 $10.7M 4.94% +2,127 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 44,985 $10.7M 1.71% -4,094 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 44,946 $10.7M 1.5% +949 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 44,940 $10.7M 3.41% -516 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 44,893 $10.7M 4.31% -907 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 44,887 $10.7M 3.65% +1,326 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 44,883 $10.7M 3.19% +1,351 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 44,863 $10.7M 0.15% +6,808 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 44,816 $10.7M 1.47% +3,000 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 44,808 $10.7M 4.87% -3,421 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 44,748 $10.7M 0.55% +4,448 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 44,705 $10.7M 0.49% -1,822 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 44,696 $10.7M 3.41% +1,955 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 44,648 $10.6M 0.85% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 44,584 $10.6M 1.12% +2,608 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 44,526 $10.6M 3.26% +804 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 44,512 $10.6M 3.94% -909 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 44,483 $10.6M 1.14% -330 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 44,474 $10.6M 1.35% +1,277 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 44,452 $10.6M 0.46% -9,409 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 44,350 $10.6M 7.15% -2,548 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 42,708 $10.6M 0.26% -428 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 44,236 $10.5M 4.05% -280 13F-HR Timeline United Bank More: the full row for United Bank 44,179 $10.5M 3.2% -320 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 44,140 $10.5M 2.77% +23 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 44,103 $10.5M 2.28% -253 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 44,044 $10.5M 1.94% +166 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 44,025 $10.5M +30,206 Timeline Crocodile Capital Partners GmbH More: the full row for Crocodile Capital Partners GmbH 44,000 $10.5M 7.13% 0 13F-HR Timeline Atika Capital Management LLC in group Atika Capital Management LLC More: the full row for Atika Capital Management LLC 44,000 $10.5M 1.04% +300 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 43,990 $10.5M 0.31% -82 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 43,990 $10.5M 0.49% -1,388 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 43,960 $10.5M 2.65% +1,846 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 43,946 $10.5M 1.49% +1,150 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 43,840 $10.4M 3.82% 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 43,803 $10.4M 2.07% +920 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 43,766 $10.4M 1.73% +630 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 43,760 $10.4M 3.57% +114 13F-HR Timeline Finer Wealth Management, Inc. 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More: the full row for Texas Yale Capital Corp. 43,400 $10.3M 0.22% +279 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 43,388 $10.3M 0.66% -340 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 42,134 $10.3M 1.88% +78 13F-HR Timeline Spinecap SAS More: the full row for Spinecap SAS 43,353 $10.3M 3.09% -4,757 13F-HR Timeline Privium Fund Management (UK) Ltd More: the full row for Privium Fund Management (UK) Ltd 43,000 $10.3M 4.29% +1,500 13F-HR Timeline