SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 16,352 $5.66M 0.47% +1,310 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 16,340 $5.66M 2.65% -2,072 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 16,313 $5.65M 2.7% -2,081 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 16,262 $5.63M 0.31% +624 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 16,228 $5.62M 3.23% +63 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 16,225 $5.62M 1.45% -153 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 16,222 $5.61M 1.17% +3,716 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 16,210 $5.61M 1.08% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 16,208 $5.61M 1.9% -2,702 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 17,048 $5.61M 0.36% +55 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 16,188 $5.6M 3.71% -168 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 16,182 $5.6M 1.99% -2,557 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 16,162 $5.59M 3.45% +10,390 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 16,160 $5.59M 0.1% +852 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 16,145 $5.59M 0.75% +4,439 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 17,995 $5.59M 1.21% -246 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 16,128 $5.58M 2.11% +12,591 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 16,123 $5.58M 1.5% -3,493 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 16,120 $5.58M 0.91% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 16,119 $5.58M 0.38% -14,668 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 16,070 $5.56M 0.6% +1,926 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 16,061 $5.56M 0.13% -9,441 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 16,045 $5.55M 0.48% -1,588 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 16,013 $5.54M 4.04% -926 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 15,993 $5.54M 4.24% +2,161 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 15,975 $5.53M 0.7% +5,028 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 15,970 $5.53M 3.1% 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 15,942 $5.52M 4.61% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 15,941 $5.52M 1.61% -143 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 15,940 $5.52M 2.34% +1,591 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 15,911 $5.51M 0.42% -31,896 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 15,849 $5.49M 0.41% -10,288 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 15,845 $5.48M 0.63% +569 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 15,830 $5.48M 2.22% +48 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 15,813 $5.47M 1.23% -1,423 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 15,774 $5.46M 0.44% +3,246 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 15,765 $5.46M 0.32% +3,238 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 15,757 $5.45M 3.49% -949 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 15,731 $5.44M 1.06% -4,782 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 15,710 $5.44M 2.27% -264 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 15,700 $5.43M 3.41% -1,500 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 15,686 $5.43M 3.68% -1,901 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 15,657 $5.42M 0.01% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 15,654 $5.42M 1.3% +329 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 15,628 $5.41M 5.45% 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 15,615 $5.4M 1.45% -540 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 15,601 $5.4M 1.4% -94 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 15,600 $5.4M 1.16% +12,145 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 15,596 $5.4M 0.42% +1,332 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 15,593 $5.4M 3.76% +1,283 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15,581 $5.39M 2.95% +46 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 15,580 $5.39M 3.23% -87 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 15,556 $5.38M 0.31% +2,143 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 15,520 $5.37M 1.92% +185 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 15,518 $5.37M 0.96% -5,168 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 15,491 $5.36M 1.22% +53 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 15,449 $5.35M 0.85% +1,214 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 15,421 $5.34M 2.34% -365 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 15,413 $5.33M 0.68% -14,033 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 15,408 $5.33M 1.45% -508 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 15,403 $5.33M 1.23% 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 15,386 $5.33M 2.04% +609 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 15,366 $5.32M 0.95% -5,717 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 15,363 $5.32M 1.2% +8,874 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 15,345 $5.31M 0.86% +326 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 15,308 $5.3M 1.04% +203 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 15,379 $5.3M 0.38% +4,966 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 15,300 $5.29M 2.08% -2,200 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 15,274 $5.29M 0.62% +112 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 15,226 $5.27M 5.89% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 15,210 $5.26M 0.9% +609 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 15,167 $5.25M 1.22% +1,579 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 15,164 $5.25M 0.23% +1,535 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 15,133 $5.24M 0.91% +34 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 15,118 $5.23M 4.61% 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 16,435 $5.23M 3.75% -111 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 15,788 $5.23M 0.8% +661 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 15,088 $5.22M 0.3% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 15,081 $5.22M 1.94% +1,291 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 15,062 $5.21M 0.65% +177 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,046 $5.21M 0.31% +1,536 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 15,033 $5.2M 2.09% -269 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 15,031 $5.2M +655 Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 15,007 $5.19M 1.07% +10,340 13F-HR Timeline INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 15,000 $5.19M 1.01% -5,000 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 14,994 $5.19M 1.45% +128 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 14,987 $5.19M 2.15% -162 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 14,984 $5.19M 9.79% -114 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 14,982 $5.19M 2.38% -1,172 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 14,946 $5.17M 0.84% 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 14,937 $5.17M 1.63% -1,619 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 14,936 $5.17M 0.82% +14,130 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 14,891 $5.15M 0.8% +305 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 14,890 $5.15M 3.74% +790 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 14,882 $5.15M 0.34% -256 13F-HR Timeline Group Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 14,875 $5.15M 3.34% -1,125 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 14,846 $5.14M 0.91% -1,330 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 14,840 $5.14M 3.33% -1,271 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 14,795 $5.12M 0.74% -742 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 14,786 $5.12M 0.69% -2,948 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 14,786 $5.12M 1.17% -518 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 14,785 $5.12M 0.75% -258 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 14,744 $5.1M 2.29% 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 14,706 $5.09M 0.42% +5,444 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 14,706 $5.09M 1.25% -164 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 14,650 $5.07M 3.85% +790 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 14,644 $5.07M 0.47% +567 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 14,629 $5.06M 1.39% -317 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 14,613 $5.06M 0.96% +248 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 14,607 $5.06M 1.36% -967 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 14,603 $5.05M 1.3% +4,379 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 14,603 $5.05M 0.4% +938 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 14,588 $5.05M 0.61% -438 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 14,581 $5.05M 0.17% +1,355 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 14,563 $5.04M 2.83% -232 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 144,289 $5.02M 3.87% +126,288 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 14,490 $5.01M 2.18% -781 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 14,393 $4.98M 0.7% -165 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 14,377 $4.98M 0.77% -78 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 14,348 $4.97M 1.01% +690 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 14,314 $4.95M 1.97% -6,748 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 14,298 $4.95M 0.39% +8,473 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 14,271 $4.94M 0.62% +31 13F-HR Timeline UG Investment Advisers Ltd. More: the full row for UG Investment Advisers Ltd. 14,265 $4.94M 1.14% +5,812 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14,252 $4.93M 0.26% -178 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 14,224 $4.92M 1.69% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 14,221 $4.92M 0.49% +756 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 14,219 $4.92M 2.08% -461 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 14,182 $4.91M 0.28% +5,178 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 14,156 $4.9M 3.95% +2,061 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 14,156 $4.9M 1.53% -297 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 14,145 $4.9M 4.17% 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 14,124 $4.89M 0.92% +432 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 14,123 $4.89M 0.49% -408 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 14,121 $4.89M 0.27% +8,296 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 14,081 $4.87M 1.37% +1,271 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 14,063 $4.87M 1.98% +366 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 14,977 $4.87M 0.78% +523 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 14,029 $4.86M 1.87% -109 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14,017 $4.85M 2.65% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 14,016 $4.85M 0.92% +12,826 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 14,010 $4.85M 0.58% -820 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 13,998 $4.84M 1.47% +12,994 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 13,954 $4.83M 1.82% -4,179 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 13,951 $4.83M 0.5% +47 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 13,948 $4.83M 0.82% -345 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 14,574 $4.83M 0.66% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,892 $4.81M 0.28% +418 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 13,871 $4.8M 3.46% -72 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 13,845 $4.79M 1.43% -60 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 13,826 $4.79M 2.94% -1,828 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 13,785 $4.77M 1.04% -248 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 13,750 $4.76M 1.7% +4,208 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 13,732 $4.75M 2.18% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 13,718 $4.75M 0.39% +2,727 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 13,711 $4.75M 0.4% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 13,709 $4.74M 1.6% -1,771 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 13,700 $4.74M 1.62% 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 13,662 $4.73M 0.31% -18,059 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 13,633 $4.72M 0.26% +7,486 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 13,622 $4.71M 3.06% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 13,610 $4.71M 0.68% +92 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 13,607 $4.71M 0.65% -593 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 13,584 $4.7M 0.33% +3,308 13F-HR/A Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 13,533 $4.68M 2.76% +19 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 13,494 $4.67M 1.96% 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 13,480 $4.67M 0.33% +231 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 13,480 $4.67M 0.85% -4,646 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 13,448 $4.65M 3.82% +734 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 13,953 $4.65M 0.08% +6,667 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 13,426 $4.65M 2.77% +701 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 13,398 $4.64M 1.12% -909 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 13,381 $4.63M 0.76% +264 13F-HR Timeline Group Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 13,376 $4.63M 1% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 13,350 $4.62M 1.85% -1,181 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 13,346 $4.62M 0.84% -1,012 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 13,342 $4.62M 0.05% +8,992 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 13,270 $4.59M 5.25% -2,921 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,259 $4.59M 0.01% -260 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 13,201 $4.57M 1.17% +1,153 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 13,132 $4.56M 0.79% +9,560 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 13,173 $4.56M 0.65% +2,288 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 13,172 $4.56M 1.44% +7 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 13,155 $4.55M 0.59% -206 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,154 $4.55M 0.22% +519 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 13,142 $4.55M 0.87% +412 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 13,093 $4.53M 1.95% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 13,032 $4.51M 0.62% +1,042 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 13,022 $4.51M 1.01% +5,016 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 13,010 $4.5M 2.78% -623 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 13,001 $4.5M 1.76% -1,482 13F-HR Timeline Probity Advisors, Inc. 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