Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 25,181 $5.24M 0.93% -141 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 19,779 $5.24M 2.7% +56 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 25,137 $5.24M 1.66% -254 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 25,124 $5.23M 2.75% +293 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 25,118 $5.23M 1.68% -5,439 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 25,101 $5.23M 0.83% +19,368 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 25,027 $5.21M 1.31% +12,221 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 25,016 $5.21M 0.7% -1,748 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 25,000 $5.21M 2.94% +1,000 13F-HR Timeline Group Capelight Capital Asset Management LP More: the full row for Capelight Capital Asset Management LP 25,000 $5.21M 4.33% +10,217 13F-HR/A Timeline MWA Asset Management More: the full row for MWA Asset Management 24,983 $5.2M 2.85% +2,103 13F-HR/A Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 20,843 $5.19M 1.17% -215 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 24,898 $5.19M 0.49% -385 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 24,888 $5.18M 6.6% -4,485 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 24,865 $5.18M 0.55% +981 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 24,857 $5.18M 0.23% -4,274 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 22,294 $5.18M 3.17% +9,959 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 24,805 $5.17M 0.54% +15 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 24,775 $5.16M 4.88% +1,000 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 24,755 $5.16M 1.87% -3,401 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 24,679 $5.14M 0.35% +765 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 24,669 $5.14M 1.13% -1,343 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 20,672 $5.14M 2.86% +1,402 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 24,635 $5.13M 1.16% +1,033 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 24,627 $5.13M 1.11% -839 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 24,529 $5.11M 1.05% -78 13F-HR Timeline APEIRON CAPITAL Ltd More: the full row for APEIRON CAPITAL Ltd 24,500 $5.1M 4.77% new 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 24,494 $5.1M 0.97% -180 13F-HR Timeline Steamboat Capital Partners, LLC More: the full row for Steamboat Capital Partners, LLC 24,454 $5.09M 1.27% -159 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 24,430 $5.09M 2.17% -105 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 24,415 $5.08M 0.3% +11,884 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 24,407 $5.08M 1.29% +290 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 24,393 $5.08M 1.84% +3,372 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 24,391 $5.08M 3.32% +252 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 24,378 $5.08M 2.97% -833 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 24,360 $5.07M 2.11% +7 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 24,357 $5.07M 1.66% -431 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 21,974 $5.07M 0.46% -358 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 24,323 $5.07M 2.57% -1,807 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 24,321 $5.07M 1.38% +2,842 13F-HR Timeline Longitude (Cayman) Ltd. More: the full row for Longitude (Cayman) Ltd. 24,300 $5.06M 4.42% +1,200 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 24,275 $5.06M 5.34% +107 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 24,273 $5.06M 1.2% +796 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 24,261 $5.05M 1.65% new 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 24,248 $5.05M 1.36% -678 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 24,247 $5.05M 0.13% +11,451 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 24,247 $5.05M 1.06% -93 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 24,217 $5.04M 0.56% -1,555 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 24,210 $5.04M 0.66% -1,037 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 24,180 $5.04M 1.82% +1,162 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 24,162 $5.03M 3.6% -1,644 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 24,160 $5.03M 0.18% +694 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 24,158 $5.03M 3.58% 13F-HR Timeline QVR LLC More: the full row for QVR LLC 24,146 $5.03M 2.47% -10,115 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 20,129 $5.03M 2.13% -2,095 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 19,216 $5.02M 1.68% +168 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 24,069 $5.01M 1.07% +2,850 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 24,069 $5.01M 0.42% 0 13F-HR Timeline Group Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 29,344 $5M 2.71% 13F-HR Timeline Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 24,000 $5M 2.26% 0 13F-HR Timeline Group ION Fund Management Ltd in group ION Fund Management Ltd More: the full row for ION Fund Management Ltd 24,000 $5M 0.76% +4,000 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 23,979 $4.99M 0.97% +565 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 23,975 $4.99M 2.21% +3,023 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 23,974 $4.99M 1.47% +1,237 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 23,965 $4.99M 1.36% -1,450 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 23,928 $4.98M 1.42% -80 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 25,875 $4.98M 1.57% -7,855 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 23,899 $4.98M 3.27% +28 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 23,893 $4.98M 5.08% -7,661 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 23,882 $4.97M 3.21% -2,205 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 23,855 $4.97M 2.01% -48 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 23,807 $4.96M 2.07% +169 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 23,797 $4.96M 1.01% 0 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 23,793 $4.96M 6% +227 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 18,768 $4.95M 2.28% -862 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 23,785 $4.95M 3.03% -120 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 23,778 $4.95M 0.28% -920 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 23,759 $4.95M 0.91% +3,291 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 23,755 $4.95M 1.45% +286 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 23,744 $4.95M 0.78% -40 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 23,742 $4.94M 2.25% -6,296 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 23,730 $4.94M 1.23% +4,533 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 23,677 $4.93M 0.05% +12,929 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 19,656 $4.93M 2.24% -227 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 23,646 $4.92M 3.33% -13 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 23,635 $4.92M 0.92% -343 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 23,916 $4.92M 4.05% +822 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 23,602 $4.92M 1.44% +398 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 23,544 $4.9M 1.15% +165 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 23,534 $4.9M 1.76% -913 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 23,527 $4.9M 0.99% +900 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 23,526 $4.9M 1.36% -743 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 23,515 $4.9M 2.33% +623 13F-HR Timeline Soapstone Management L.P. More: the full row for Soapstone Management L.P. 23,500 $4.89M 3.49% -17,750 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 23,465 $4.89M 0.5% -1,310 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 23,408 $4.88M 4.11% -1,200 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 23,398 $4.87M 2% +350 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 23,390 $4.87M 2.05% +159 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 23,328 $4.86M 1.78% -662 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 23,318 $4.86M 4.55% +756 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 23,275 $4.85M 0.95% -382 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 23,260 $4.84M 1.88% +728 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 23,241 $4.84M 1.9% -339 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 23,210 $4.83M 7.62% -263 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 23,179 $4.83M 1.85% +9,683 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 23,178 $4.83M 0.78% -3,888 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 23,169 $4.83M 1.3% -976 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 23,141 $4.82M 5.11% -1,409 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 22,848 $4.8M 0.88% -10,116 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 23,028 $4.8M 4.01% +1,191 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 23,017 $4.79M 0.98% -1,628 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 20,499 $4.79M 4.15% +81 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 22,969 $4.78M 0.49% +2,468 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 22,964 $4.78M 1.65% -1,038 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 22,904 $4.77M 1.19% -850 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 22,903 $4.77M 0.29% +986 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 22,879 $4.77M 4.4% -1,782 13F-HR Timeline KETTLE HILL CAPITAL MANAGEMENT, LLC More: the full row for KETTLE HILL CAPITAL MANAGEMENT, LLC 22,877 $4.76M 1.19% +19,270 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 22,822 $4.75M 0.49% -1,064 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 22,805 $4.75M 4.47% -930 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 22,806 $4.75M 2.21% -24 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 22,803 $4.75M 0.17% -46,401 13F-HR Timeline Group Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 22,773 $4.74M 4.17% +767 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 22,731 $4.73M 1.81% -285 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 24,722 $4.73M 2.84% +883 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 22,690 $4.73M 1.61% +2,406 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 22,682 $4.72M 2.42% +100 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 22,672 $4.72M 3.31% +563 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 22,595 $4.71M 2.39% +2,910 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 22,508 $4.69M 2.28% -71 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 22,506 $4.69M 1.99% +400 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 22,487 $4.68M 0.5% -6,917 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 22,453 $4.68M 0.45% -1,508 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 22,446 $4.67M 3.44% new 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 22,441 $4.67M 1.39% -5,492 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 22,414 $4.67M 0.29% +11,042 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 22,397 $4.66M 1.29% +5,000 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 22,391 $4.66M 1.4% -252 13F-HR/A Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 22,360 $4.66M 0.76% -23,811 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 22,342 $4.65M 1.69% +1,556 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 22,325 $4.65M 3.96% +148 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 22,314 $4.65M 4.75% +2,831 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 22,280 $4.64M 0.58% +2,328 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 22,241 $4.63M 2.88% -25 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 22,231 $4.63M 1.61% +3,876 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 22,213 $4.63M 0.51% +1,012 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 22,166 $4.62M 3.1% +3,843 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 22,165 $4.62M 0.6% -277 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 22,165 $4.62M 1.15% +4,035 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 22,141 $4.61M 3.25% +3,701 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 22,088 $4.6M 1.28% -93 13F-HR Timeline Point Break Capital Management, LLC More: the full row for Point Break Capital Management, LLC 22,072 $4.6M 5.22% -3,101 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 22,069 $4.6M 0.78% -99 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 22,066 $4.6M 0.76% +122 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 18,746 $4.59M 4.28% 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 21,992 $4.58M 0.79% +531 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 21,985 $4.58M 2.09% +2,567 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 21,976 $4.58M 2.57% +537 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 21,953 $4.57M 0.42% -524 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 21,953 $4.57M 0.66% -359 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 21,937 $4.57M 2.08% -4,006 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 21,927 $4.57M 2.85% -1,184 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 21,921 $4.57M 3.78% -257 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 21,895 $4.56M 2.28% -4,610 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 21,876 $4.56M 1.28% +1,695 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 21,842 $4.55M 2.13% +1,448 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 21,836 $4.55M 0.89% +4,200 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 21,821 $4.54M 0.57% +2,668 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 21,794 $4.54M 1.51% +132 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 21,788 $4.54M 0.72% +2,075 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 21,787 $4.54M 1.09% -4,434 13F-HR Timeline Group ENGLISH CAPITAL MANAGEMENT LLC More: the full row for ENGLISH CAPITAL MANAGEMENT LLC 21,779 $4.54M 2.67% new 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 21,772 $4.53M 3.61% +4,003 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 21,771 $4.53M 4.31% +220 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 21,722 $4.52M 0.99% +455 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 21,697 $4.52M 3.26% -10,513 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 21,680 $4.52M 2.26% +148 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 21,674 $4.51M 0.86% +601 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 21,664 $4.51M 1.52% +630 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 21,658 $4.51M 2.36% -21,398 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 21,607 $4.5M 3.15% +3,330 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 21,687 $4.5M 4.14% +1,651 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 21,584 $4.5M 1.47% -4,366 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 21,575 $4.49M 1.19% -49,847 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 21,558 $4.49M 2.02% -75 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 21,537 $4.49M 3.85% -336 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 21,165 $4.48M 3.46% +656 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 21,524 $4.48M 0.07% -2,998 13F-HR Timeline Group WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 21,502 $4.48M 4.77% -727 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 21,469 $4.48M 1.1% +15,232 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 21,497 $4.48M 3.88% -87 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 21,490 $4.48M 5.06% -1,738 13F-HR Timeline Edgestream Partners, L.P. 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