Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 41,865 $9.66M 3.53% -329 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 41,818 $9.65M 2.41% +4,307 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 41,813 $9.65M 1.11% +36,376 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 41,807 $9.65M 2.72% -106 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 41,729 $9.63M 3.1% -101 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 41,654 $9.62M 3.5% -494 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 41,566 $9.59M 5.06% -1,128 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 41,530 $9.59M 6.74% -1,235 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 41,495 $9.58M 1.98% +2,315 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 41,477 $9.57M 4.21% -236 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 41,257 $9.57M 3.17% +137 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 41,371 $9.55M 4.5% +1,570 13F-HR Timeline Niles Investment Management, LLC More: the full row for Niles Investment Management, LLC 41,314 $9.54M 7.92% 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 41,291 $9.53M 1.01% +4,484 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 41,270 $9.53M 0.29% +168 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 41,262 $9.52M 0.8% +6,929 13F-HR Timeline Group Soapstone Management L.P. More: the full row for Soapstone Management L.P. 41,250 $9.52M 7.02% -26,250 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 41,201 $9.51M 0.95% +770 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 41,192 $9.51M 1.07% -172 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 41,187 $9.51M 6.63% -45 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 41,136 $9.49M 0.55% +4,986 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 41,120 $9.49M 0.71% +1,704 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 41,080 $9.48M 2.77% +2,778 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 40,997 $9.46M 2.22% -2,839 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 40,982 $9.46M 1.52% +3,813 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 40,955 $9.45M 1.32% +17,668 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 40,891 $9.44M 2.11% +488 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 40,807 $9.42M 3.69% +15,947 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 40,824 $9.42M 5.57% 13F-HR/A Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 40,777 $9.41M 1.52% 0 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 40,742 $9.4M 0.14% +2,442 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 41,510 $9.4M 1.91% -56 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 40,725 $9.4M 4.15% -3,340 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 40,701 $9.39M 0.28% +480 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 40,669 $9.39M 0.81% +15,394 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 40,667 $9.39M 0.54% -338 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 40,637 $9.38M 3.11% +1,281 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 40,620 $9.38M 10.7% +473 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 40,559 $9.36M 1.5% +615 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 40,520 $9.35M 0.55% -89 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 40,483 $9.34M 1.4% -32 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 40,470 $9.34M 3.33% -1,800 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 40,462 $9.34M 3.95% -668 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 40,441 $9.34M 0.95% +1,422 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 40,400 $9.33M 3.09% +40,390 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 38,272 $9.3M 0.16% +12,730 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 40,204 $9.28M 1.81% +2,177 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 40,199 $9.28M 1.57% -32,463 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 40,127 $9.26M 1.89% +8,380 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 40,133 $9.26M 2.96% +2,688 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 40,126 $9.26M 0.55% +17,840 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 40,080 $9.25M 4.62% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 40,036 $9.24M 3.89% +701 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 40,023 $9.24M 1.05% -368 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 40,022 $9.24M 0.31% +11,164 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 40,013 $9.24M 2.57% +1,268 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 40,006 $9.23M 3.44% -420 13F-HR Timeline INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 40,000 $9.23M 1.79% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 39,959 $9.22M 0.72% 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 39,950 $9.22M 9.32% +26,300 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 39,919 $9.21M 0.48% +5,669 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 39,907 $9.21M 1.15% +870 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 39,868 $9.2M 0.15% +327 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 39,839 $9.2M 2.99% +9,120 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 39,790 $9.18M 1.13% -5,851 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 39,740 $9.17M 2.82% -117 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 39,678 $9.16M 2% +383 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 39,532 $9.12M 2.8% +1,160 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 39,500 $9.12M 0.39% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 39,492 $9.12M 1.27% +1,426 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 39,424 $9.1M 0.89% -3,411 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 39,385 $9.09M 1.9% -2,028 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 39,362 $9.09M 0.48% -662 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 39,264 $9.06M 1.92% +4,713 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 39,184 $9.04M 2.46% +1,052 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 39,163 $9.04M 0.43% +2,858 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 39,105 $9.03M 3.39% +882 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 39,057 $9.02M 2.26% +576 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 39,030 $9.01M 3.49% -901 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 39,008 $9M 1.48% +10,579 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 39,000 $9M 2.8% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 38,956 $8.99M 3.48% +43 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 38,923 $8.98M 2.58% +152 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 38,913 $8.98M 1.48% +699 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 38,883 $8.98M 2.39% -2,485 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 38,860 $8.97M 4.13% +202 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 38,818 $8.96M 2.63% 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 38,814 $8.96M 0.89% -455 13F-HR Timeline Group THAMES CAPITAL MANAGEMENT LLC More: the full row for THAMES CAPITAL MANAGEMENT LLC 38,810 $8.96M 1.3% +5,094 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 38,736 $8.94M 0.53% -623 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 38,700 $8.93M 0.68% -2,715 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 38,625 $8.92M 1.95% +20 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 38,591 $8.91M 0.49% -3,656 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 38,527 $8.89M 4.48% +488 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 38,518 $8.89M 1.34% +872 13F-HR/A Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 38,494 $8.89M 1.35% +117 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 38,462 $8.88M 0.63% +633 13F-HR Timeline Savoir Faire Capital Management, L.P. More: the full row for Savoir Faire Capital Management, L.P. 38,407 $8.87M 4.2% -14,889 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 38,393 $8.86M 2.6% -2,797 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 38,359 $8.86M 1.68% -324 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 38,380 $8.86M 3.39% +97 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 37,034 $8.86M 1.49% +1,108 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 38,310 $8.84M 2.74% +6,288 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 38,212 $8.82M 3.04% +302 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 38,186 $8.81M 3.21% +26,584 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 47,190 $8.79M 0.81% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 38,077 $8.79M 3.18% -10,500 13F-HR Timeline Group Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 37,998 $8.77M 2.82% -85 13F-HR/A Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 37,962 $8.76M 1.02% +10,575 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 37,960 $8.76M 0.07% +4,293 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 37,959 $8.76M 0.39% +25,695 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 37,942 $8.76M 0.49% -2,745 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 37,927 $8.75M 2.69% -459 13F-HR/A Timeline Berkeley, Inc More: the full row for Berkeley, Inc 37,906 $8.75M 2.78% +3,888 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 37,893 $8.75M 5.59% -39 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 37,876 $8.74M 2.43% +120 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 37,858 $8.74M 2.58% +6,986 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 37,838 $8.73M 0.69% +461 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 37,817 $8.73M 2.1% +29,932 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 37,800 $8.72M 2.87% +147 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 37,798 $8.72M 1.92% +2,764 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 37,793 $8.72M 0.38% +1,302 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 37,764 $8.72M 1.63% -2,122 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 41,394 $8.71M 1.24% +6,866 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 37,712 $8.7M 2.16% -2,286 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 37,708 $8.7M 1.2% +469 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 37,583 $8.67M 2.8% +3 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 37,579 $8.67M 2.83% +458 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 37,575 $8.67M 3.63% -1,233 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 37,499 $8.66M 1.05% +1,259 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 39,308 $8.63M 1.26% +3,328 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 37,382 $8.63M 5.69% +1,619 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 36,044 $8.62M 4.42% +628 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 36,431 $8.6M 1.86% +100 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 37,172 $8.58M 2.37% +10,063 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 37,152 $8.58M 0.99% +2,761 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 37,149 $8.57M 0.38% -393 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 37,083 $8.56M 0.73% +881 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $8.55M 3.63% -37,554 13F-HR Timeline Amount filed as zero, left out of ratios. Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 36,975 $8.53M 2.85% -47,366 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 36,957 $8.53M 0.52% +891 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 36,956 $8.53M 2.39% +8,740 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 36,875 $8.51M 7.06% -935 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 36,869 $8.51M 2.45% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 36,790 $8.49M 1.32% -2,488 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 36,769 $8.49M 3.07% -1,000 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 36,752 $8.48M 1.32% +16,582 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 36,731 $8.48M 1.4% +2,385 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 36,716 $8.47M 2.01% -1,231 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 36,597 $8.45M 1.2% +302 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 36,589 $8.45M 3.65% -275 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 36,580 $8.44M 0.43% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 36,518 $8.43M 2.22% -339 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 36,502 $8.43M 1.99% -341 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 36,488 $8.42M 2.71% +47 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 36,485 $8.42M 0.62% +3,196 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 36,438 $8.41M 1.36% +3,168 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 36,358 $8.39M 10.41% +107 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 36,358 $8.39M 4.75% +1,384 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 36,302 $8.38M 0.22% +13,187 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 36,278 $8.37M 1.78% 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 36,260 $8.37M 3.39% -180 13F-HR Timeline Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 36,251 $8.37M 4.79% +11,409 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 36,250 $8.37M 1.34% +3,706 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 36,093 $8.33M 0.38% +3,346 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 36,085 $8.33M +1,829 Timeline Delaney Dennis R More: the full row for Delaney Dennis R 36,078 $8.33M 4.19% -145 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 36,000 $8.31M 2.98% +6,762 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 35,990 $8.31M 1.15% +8,490 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 35,997 $8.31M 1.15% +3,115 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 35,979 $8.3M 1.13% 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 35,947 $8.3M 0.34% -4,732 13F-HR/A Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 35,931 $8.29M 0.66% +578 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 35,921 $8.29M 3.12% +1,098 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 35,881 $8.28M 2.92% -303 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 35,876 $8.28M 0.99% -1,819 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 40,318 $8.28M 0.93% -4,887 13F-HR Timeline Castellan Group More: the full row for Castellan Group 35,809 $8.27M 1.04% new 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 35,807 $8.26M 4.18% +183 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 35,764 $8.26M 2.8% -616 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 35,734 $8.25M 5.92% +277 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 35,732 $8.25M 3.38% +1,016 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 35,698 $8.24M 0.77% -1,380 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 35,661 $8.23M 4.6% +1,924 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 35,645 $8.23M 3.81% +100 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 35,501 $8.19M 0.55% -60 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 35,484 $8.19M 3.77% +106 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 35,424 $8.18M 2.95% +578 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 43,301 $8.16M 1.63% +4,327 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 35,360 $8.16M 3.16% 13F-HR/A Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 35,273 $8.14M 3.19% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 35,238 $8.13M 0.78% +242 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 35,139 $8.11M 1.46% +737 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 35,126 $8.11M 4.71% 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 35,077 $8.1M 2.26% +509 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 35,072 $8.1M 2.49% -23 13F-HR Timeline Summerhill Capital Management lnc. More: the full row for Summerhill Capital Management lnc. 35,068 $8.09M 7.47% +92 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 35,059 $8.09M 3.5% +2,103 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 35,054 $8.09M 0.86% +1,155 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 35,024 $8.08M 4.05% +8,060 13F-HR Timeline