Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 18,556 $4.07M 1.66% +388 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 18,540 $4.07M 2.28% +3,344 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 18,530 $4.07M 2.83% +1,740 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 18,506 $4.06M 0.53% -25 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 18,505 $4.06M 4.38% 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 17,970 $4.06M 2.75% -62 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 18,498 $4.06M 0.52% +1,490 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 18,390 $4.06M 0.99% +3,076 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 18,474 $4.05M 0.76% -240 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 18,428 $4.04M 0.56% +895 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 18,401 $4.04M 0.48% +685 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 18,382 $4.03M 2.03% +4 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 18,368 $4.03M 1.06% +16,249 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 18,328 $4.02M 2.56% +771 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 18,322 $4.02M 0.7% +2,460 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 18,319 $4.02M 1.21% +172 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 18,309 $4.02M 1% 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 18,302 $4.02M 1.51% -403 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 18,300 $4.01M 2.77% 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 18,289 $4.01M 1.08% +544 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 18,239 $4M 1.19% +3 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 18,234 $4M 2.08% -25 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 18,224 $4M 2.29% +3,009 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 18,212 $4M 0.92% +311 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 18,182 $3.99M 0.88% +642 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 18,181 $3.99M 0.41% -87 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 18,168 $3.99M 0.97% +563 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 18,161 $3.98M 1.07% +529 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 18,134 $3.98M 0.77% +3,693 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 18,130 $3.98M 0.79% +62 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 18,129 $3.98M 3.38% -1,543 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 18,110 $3.97M 2.65% -910 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 18,090 $3.97M 1.02% +18,054 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 18,087 $3.97M 3.35% 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 18,058 $3.96M 0.75% +3,817 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 18,053 $3.96M 2.64% +594 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 18,029 $3.96M 1.38% -283 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 17,992 $3.95M 1.2% -412 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 17,974 $3.94M 2.28% -228 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 17,961 $3.94M 1.86% +2,663 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 17,925 $3.93M 1.57% 0 13F-HR/A Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,923 $3.93M 0.93% -1,036 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 17,911 $3.93M 2.66% -4,371 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 17,899 $3.93M 0.43% -817 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 17,892 $3.93M 0.97% -309 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 17,870 $3.92M 0.92% +3,167 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 17,867 $3.92M 1.76% -171 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 17,865 $3.92M 2.75% -3,536 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 17,834 $3.91M 0.94% +691 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 17,805 $3.91M 1.57% +1,837 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 17,803 $3.91M 2.42% 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 17,798 $3.9M 3.7% -1,546 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 17,756 $3.9M 1.58% 0 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 17,753 $3.89M 2.5% +42 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 17,702 $3.88M 4.07% -108 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 17,696 $3.88M 1.68% -118 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 17,691 $3.88M 0.43% +1,829 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 17,673 $3.88M 2.28% -303 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 17,518 $3.88M 0.62% +88 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 17,634 $3.87M 1.26% +2,048 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 17,633 $3.87M 3.25% -1,447 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 17,632 $3.87M 2.45% +2,091 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 17,620 $3.87M 0.57% +670 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 17,616 $3.86M 1.48% 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 17,616 $3.86M 1.87% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 17,603 $3.86M 0.47% 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 17,599 $3.86M 0.8% +1,600 13F-HR/A Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 17,599 $3.86M 1.43% +87 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 17,592 $3.86M 2.19% +859 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 17,587 $3.86M 0.2% -170 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 17,578 $3.86M 1.46% +206 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 17,532 $3.85M 1.68% +884 13F-HR Timeline Wellington Wealth Strategies, LLC. More: the full row for Wellington Wealth Strategies, LLC. 16,684 $3.84M 3.5% -10,847 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 17,511 $3.84M 2.5% +147 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 17,479 $3.83M 0.2% +822 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 17,477 $3.83M 3.13% -584 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 17,470 $3.83M 1.7% -471 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 17,463 $3.83M 2.86% -18,595 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 17,447 $3.83M 4.26% -145 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 16,087 $3.82M 1.75% 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 17,404 $3.82M 1.17% +1,301 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 17,401 $3.82M 0.01% 0 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 17,393 $3.82M 2.78% -325 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 17,389 $3.81M 2.91% 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 17,376 $3.81M 2.15% +272 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 17,373 $3.81M 0.7% +2,906 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 17,354 $3.81M 0.34% +3,154 13F-HR Timeline Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 17,325 $3.8M 0.73% 0 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 17,240 $3.78M 3.61% 13F-HR/A Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 17,240 $3.78M 2.43% +312 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 17,223 $3.78M 0.97% -1,206 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Adams Wealth Management More: the full row for Adams Wealth Management 17,216 $3.78M 0.72% +786 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 17,216 $3.78M 0.71% +786 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 17,216 $3.78M 1.43% +357 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 17,238 $3.77M 0.9% +355 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 17,186 $3.77M 3.44% 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 17,135 $3.76M 0.82% +6 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 17,112 $3.75M 0.73% -529 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 17,075 $3.75M 2.11% -42 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 16,987 $3.74M 0.56% +77 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 17,034 $3.74M 0.65% +1,248 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 17,005 $3.73M 4.24% -1,264 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 17,005 $3.73M 1.56% +178 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 17,004 $3.73M 0.22% +174 13F-HR Timeline Miura Global Management, LLC More: the full row for Miura Global Management, LLC 17,000 $3.73M 4.07% +6,000 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 17,000 $3.73M 2.18% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 16,966 $3.72M 1.28% +628 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 16,941 $3.72M 0.69% +533 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 16,939 $3.72M 1.98% -214 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 16,938 $3.72M 0.26% +300 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 16,931 $3.71M 1.5% -16 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 16,929 $3.71M 0.8% +265 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 16,912 $3.71M 0.74% -16,774 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 16,902 $3.71M 2.24% -1,761 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 16,867 $3.7M 1.93% +10 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 16,861 $3.7M 0.78% -1,480 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 16,850 $3.7M 0.89% +466 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 16,847 $3.7M 3.39% 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 16,843 $3.7M 2.93% -311 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 16,832 $3.69M 1.47% +224 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 16,793 $3.68M 0.56% -200 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 16,769 $3.68M 3.3% 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 16,734 $3.67M 0.94% -671 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 16,732 $3.67M 1% -89 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 16,729 $3.67M 0.45% +5,889 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 16,718 $3.67M 1.69% +230 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 16,708 $3.67M 0.38% -1,371 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 16,695 $3.66M 2.35% -60 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 16,674 $3.66M 3.46% 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 16,156 $3.66M 2.77% -122 13F-HR Timeline City State Bank More: the full row for City State Bank 16,663 $3.66M 1.29% +315 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 16,634 $3.65M 0.53% +8,339 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 16,626 $3.65M 0.42% -3,909 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 16,623 $3.65M 1.54% -95 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 16,611 $3.64M 2.57% 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 16,597 $3.64M 2.53% -628 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 16,583 $3.64M 1.58% -218 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 16,564 $3.63M 1.47% -100 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 16,555 $3.63M 1.4% +862 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 16,519 $3.62M 0.99% -450 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 16,517 $3.62M 0.63% 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 16,516 $3.62M 2.06% +320 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 16,489 $3.62M 2.24% +3,687 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 16,474 $3.61M 0.87% -3,571 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 16,444 $3.61M 2.7% +186 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 16,438 $3.61M 1.41% +463 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 16,438 $3.61M 0.33% +210 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 16,428 $3.6M 2.65% -2,048 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 16,418 $3.6M 1.15% -23,522 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 16,403 $3.6M 0.37% +1,974 13F-HR Timeline Heard Capital LLC More: the full row for Heard Capital LLC 16,400 $3.6M 0.21% 0 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 16,396 $3.6M 0.38% -959 13F-HR Timeline Group PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 16,377 $3.59M 1.87% -360 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 16,374 $3.59M 1.77% -695 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 16,364 $3.59M 1.98% +2,806 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 16,338 $3.58M 1.81% +107 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 16,337 $3.58M 1.61% +1,814 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 16,329 $3.58M 3.63% 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 16,317 $3.58M 1.57% -2,395 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 16,263 $3.57M 1.73% -1,542 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 16,255 $3.57M 0.63% -1,075 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 16,249 $3.56M 1.94% -41 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 16,245 $3.56M 1.02% +2,413 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 16,231 $3.56M 1.66% 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 16,226 $3.56M 1.66% -230 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 16,224 $3.56M 2.03% -1,565 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 16,194 $3.55M 2.54% +2,605 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 16,149 $3.54M 1.28% +3,123 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 16,147 $3.54M 2.36% 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 16,141 $3.54M 1.46% 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 16,087 $3.53M 1.73% -911 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 16,082 $3.53M 1.99% -1,014 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 16,080 $3.53M 1.98% +1,500 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 16,072 $3.53M 2.97% 13F-HR/A Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 16,068 $3.53M 0.99% +230 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 16,067 $3.52M 0.2% +149 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 16,056 $3.52M 1.64% +25 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 16,046 $3.52M 1.28% +377 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 14,847 $3.52M 3.46% -1,497 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 16,026 $3.52M 2.78% +146 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 15,997 $3.51M 1.52% 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 15,993 $3.51M 1.13% +247 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 15,964 $3.5M 0.13% +2,097 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 15,946 $3.5M 0.79% +1,387 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 15,945 $3.5M 4.12% -1,172 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 15,945 $3.5M 1.21% -2 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 15,941 $3.5M 1.41% -6,471 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 15,939 $3.5M 0.35% -1,623 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 15,897 $3.49M 0.23% -2,933 13F-HR Timeline Group DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 15,888 $3.49M 1.79% +178 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 15,886 $3.49M 1.48% -658 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 15,882 $3.48M 1.27% -836 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 15,852 $3.48M 2.71% +2,022 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 15,836 $3.47M 0.55% -381 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 15,897 $3.47M 1.89% +1,229 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 15,814 $3.47M 1.44% -5 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 15,803 $3.47M 1.72% 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 15,795 $3.47M 4.08% -2,102 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 15,786 $3.46M 2.58% +135 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 15,736 $3.45M 1.74% +15,396 13F-HR Timeline