44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 18,468 $4.26M 1.43% +152 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 18,448 $4.26M 0.74% +553 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 18,443 $4.26M 0.59% +2,321 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 18,440 $4.26M 2.84% +1,058 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 18,438 $4.26M 2.1% +6,960 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 18,426 $4.25M 2.88% +325 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 18,406 $4.25M 2.06% -200 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 18,399 $4.25M 3.55% 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 18,378 $4.24M 0.39% -432 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 18,355 $4.24M 1.53% +5,678 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 18,144 $4.23M 2.64% -428 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 18,323 $4.23M 3.26% 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 18,277 $4.22M 2.84% 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 18,238 $4.21M 3.23% +3,314 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 18,231 $4.21M 1.08% +967 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 18,228 $4.21M 1.71% +844 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 18,117 $4.21M 1.25% -189 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 18,218 $4.21M 2.65% 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 18,195 $4.2M 2.23% +4,648 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 18,192 $4.2M 1.12% -1,634 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 18,186 $4.2M 0.8% +675 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 18,184 $4.2M 1.76% +1,375 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 18,167 $4.19M 1.75% +998 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 18,141 $4.19M 1.85% -892 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 18,130 $4.18M 1.04% +1,901 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 18,089 $4.18M 1.75% -605 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 18,087 $4.17M 2.69% 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 18,085 $4.17M 3.4% 13F-HR/A Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 18,077 $4.17M 0.89% +5,933 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 18,063 $4.17M 3.88% 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 18,029 $4.16M 1.16% +8 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 17,977 $4.15M 0.22% +144 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 17,954 $4.14M 1.82% +114 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 17,948 $4.14M 1.94% -1,015 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 17,943 $4.14M 0.78% -246 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 17,929 $4.14M 0.8% -411 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 17,924 $4.14M 0.05% -5,523 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 17,881 $4.13M 1.77% -200 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 17,868 $4.12M 2.99% +209 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 17,866 $4.12M 1.06% 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 17,863 $4.12M 1.24% +3,290 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 17,858 $4.12M 1.16% +19 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 17,853 $4.12M 0.2% +12,299 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 17,834 $4.12M 1.75% +883 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 17,830 $4.12M 0.8% -7,660 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 17,810 $4.11M -4,281 Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 17,785 $4.11M 1.15% +3,016 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 17,777 $4.1M 3.03% 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 17,769 $4.1M 3.72% +20 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 17,757 $4.1M 0.96% +790 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 17,718 $4.09M 1.73% +10 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 17,711 $4.09M 1.78% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 17,695 $4.08M 1.53% +1,287 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 17,686 $4.08M 3.69% 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 17,683 $4.08M 0.73% +509 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 17,672 $4.08M 0.91% +891 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 17,662 $4.08M 3.11% +497 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 17,661 $4.08M 1.21% +839 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 17,636 $4.07M 0.78% +2,017 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 17,618 $4.07M 0.75% +2,892 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 17,615 $4.07M 2.17% +357 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 17,610 $4.06M 1.48% +220 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 17,609 $4.06M 3.46% 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 17,607 $4.06M 3.51% 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 17,562 $4.05M 0.85% +452 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 17,561 $4.05M 1.96% +1 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 17,556 $4.05M 0.6% -1,415 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 17,553 $4.05M 0.87% -347 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 17,538 $4.05M 0.75% -23,111 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 17,530 $4.05M 0.83% -747 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 17,520 $4.04M 0.31% -9,527 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 17,515 $4.04M 1.92% +124 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 17,509 $4.04M 1.43% +36 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 17,491 $4.04M 1.33% +2,156 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 17,462 $4.03M 2.26% +541 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 17,449 $4.03M 0.36% -105 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 17,440 $4.03M 0.44% +312 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 17,433 $4.02M 1.05% +317 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 17,429 $4.02M 2.06% +80 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 17,412 $4.02M 2.38% +753 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 17,403 $4.02M 2.72% +20 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 17,397 $4.02M 1.03% -8,996 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 17,385 $4.01M 0.68% -1,107 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 17,384 $4.01M 0.66% +409 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 17,370 $4.01M 1.59% +1,115 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 17,364 $4.01M 1.63% +10,924 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 17,358 $4.01M 0.78% +4,634 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 17,353 $4.01M 0.54% +1,022 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 17,351 $4M 1.31% +169 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 17,340 $4M 0.67% -643 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 17,307 $3.99M 0.56% +9,061 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 17,304 $3.99M 1.55% +185 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 17,298 $3.99M 0.5% -689 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 17,285 $3.99M 0.3% -4,830 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 17,252 $3.98M 2.58% +365 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 17,241 $3.98M 2.26% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 17,238 $3.98M 1.88% +1,553 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 17,227 $3.98M 1.74% +996 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 17,206 $3.97M 1.14% -1,775 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 17,206 $3.97M 2.23% -362 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 17,196 $3.97M 1.25% -5,430 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 17,163 $3.96M 0.56% +45 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 17,158 $3.96M 1.06% +293 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 17,154 $3.96M 0.8% +5,140 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 17,139 $3.96M 0.85% +851 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 17,134 $3.95M 2.25% -915 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 17,126 $3.95M 3.52% +10 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 17,120 $3.95M 1.06% +7,000 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 17,101 $3.95M 0.61% +6,101 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 17,090 $3.94M 1.46% -827 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 17,078 $3.94M 2.32% -180 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 17,066 $3.94M 0.43% -239 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 17,066 $3.94M 2.61% +413 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 17,045 $3.93M 1.39% 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 17,031 $3.93M 1.06% +852 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 17,011 $3.93M 1.24% -1,665 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 17,000 $3.92M 2.2% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 16,998 $3.92M 3.34% -81,469 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 16,957 $3.91M 0.7% -43,334 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 16,954 $3.91M 2.69% +214 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 16,939 $3.91M 1.77% -100 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 16,926 $3.91M 0.33% +425 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 16,906 $3.9M 0.29% +310 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 16,887 $3.9M 2.04% -12,221 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 16,935 $3.9M 1.06% +3,486 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 16,883 $3.9M 1.37% -250 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 16,883 $3.9M 2.28% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 16,882 $3.9M 0.35% +138 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 16,874 $3.89M 0.43% -2,735 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 16,872 $3.89M 1.76% +2,121 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 16,872 $3.89M 1.32% -497 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 16,869 $3.89M 3.43% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 16,865 $3.89M 2.02% -6,797 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 16,848 $3.89M 2.17% 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 16,804 $3.88M 2.38% -53 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 16,800 $3.88M 1.34% -172 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 16,800 $3.88M 17.95% -57,939 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 16,794 $3.88M 0.29% +1,171 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 16,771 $3.87M 1.49% -3,599 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 16,760 $3.87M 3.41% 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 16,740 $3.86M 1.6% -42 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 16,720 $3.86M 1.04% +487 13F-HR/A Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 16,705 $3.86M 2.54% +54 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 16,689 $3.85M 1.5% +196 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 16,680 $3.85M 1.4% +2,178 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 18,428 $3.85M 1.87% +500 13F-HR Timeline Heard Capital LLC More: the full row for Heard Capital LLC 16,620 $3.84M 0.18% +120 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 16,612 $3.83M 0.72% +667 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 16,600 $3.83M 0.76% +11,000 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 16,596 $3.83M 1.7% -70 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 16,570 $3.82M 0.33% -87 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 16,563 $3.82M 1.21% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 16,559 $3.82M 2.24% +250 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 16,556 $3.82M 0.46% -1,150 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 16,544 $3.82M 2.43% 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 16,531 $3.82M 0.76% -848 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 16,520 $3.81M 2.13% -163 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 16,519 $3.81M 0.8% -318 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 15,469 $3.81M 0.56% +1,609 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 16,446 $3.8M 1.14% +3,609 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 15,822 $3.79M 1.44% +1,309 13F-HR/A Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 16,400 $3.79M 0.82% +390 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 17,966 $3.78M 1.34% +1,493 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 16,370 $3.78M 3.04% 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 16,337 $3.77M 5.07% +8,738 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 15,760 $3.77M 0.84% +266 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 16,320 $3.77M 0.61% +899 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 16,309 $3.76M 1.93% 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 16,307 $3.76M 1.45% -41 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 16,301 $3.76M 1.89% -381 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 16,281 $3.76M 0.53% +5,525 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 16,254 $3.75M 1.06% +331 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 16,252 $3.75M 1.38% +1,032 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 16,225 $3.75M 2.49% -40,860 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 16,196 $3.74M 1.13% -291 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 16,187 $3.74M 0.58% +1,952 13F-HR Timeline Group Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 16,185 $3.74M 1.42% -160 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 16,105 $3.72M 2.95% +571 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 16,087 $3.71M 0.65% +526 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 16,079 $3.71M 2.42% +1,374 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 16,064 $3.71M 0.91% +90 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 16,046 $3.7M 3.29% 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 16,043 $3.7M 3.9% 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 16,021 $3.7M 1.42% -660 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 16,016 $3.7M 2.55% -783 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 16,006 $3.69M 1.29% +594 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 16,002 $3.69M 0.83% +3,192 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 15,372 $3.69M 2.23% 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 15,944 $3.68M 1.71% +1,190 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 15,944 $3.68M 0.35% +2,850 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 15,933 $3.68M 1.22% +220 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 15,921 $3.67M 1.11% +33 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 15,334 $3.67M 3.08% -408 13F-HR Timeline Karras Company, Inc. 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