Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 21,948 $7.6M 5.82% -5,000 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 21,935 $7.59M 1.3% -1,524 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 21,918 $7.59M 0.87% +25 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 21,862 $7.57M 0.54% -320 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 21,848 $7.56M 3.65% -519 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 21,780 $7.54M 1.26% -1,092 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 21,772 $7.54M 2.17% 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 22,048 $7.52M 4.7% -244 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 21,693 $7.51M 1.78% -2,458 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 21,683 $7.5M 3.05% -7,978 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 21,507 $7.44M 0.27% -860 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 21,500 $7.44M 2.52% new 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 21,473 $7.43M 2.08% -2,639 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 21,350 $7.39M 5.93% 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 21,302 $7.37M 0.44% +19,830 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 21,285 $7.37M 1.15% +1,132 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 21,236 $7.35M 0.32% +889 13F-HR Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 21,180 $7.33M 0.95% new 13F-HR Timeline Group Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 21,160 $7.32M 1.23% -141 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 21,152 $7.32M 1.15% +1,814 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 20,836 $7.31M +2,658 Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 20,960 $7.25M 1.9% 0 13F-HR Timeline Fourier Capital Management Ltd More: the full row for Fourier Capital Management Ltd 20,931 $7.24M 7.7% 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 20,930 $7.24M 1.24% -1,610 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 20,928 $7.24M 0.73% -83 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 20,902 $7.23M 4.1% -140 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 20,860 $7.22M 9.06% 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 20,840 $7.21M 1.56% +45 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 20,803 $7.2M 0.91% 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 20,774 $7.19M 1.77% -370 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 20,717 $7.17M 2.69% -294 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 20,632 $7.14M 2.09% -144 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 20,629 $7.14M 5.62% -16 13F-HR Timeline NICHOLAS COMPANY, INC. More: the full row for NICHOLAS COMPANY, INC. 20,617 $7.14M 0.12% -20,055 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 20,580 $7.12M <0.01% -450 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 20,545 $7.11M 0.32% +4,605 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 20,443 $7.08M 0.59% +29 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 20,431 $7.07M 1.74% -798 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 20,363 $7.05M 1.64% 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 20,306 $7.03M 2.3% -10,283 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 20,284 $7.02M 0.85% -2,540 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 20,237 $7M 1.28% +385 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 20,200 $6.99M 2.54% -800 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 20,196 $6.99M 1.16% +605 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 20,158 $6.98M 0.3% -5,330 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 20,104 $6.96M 1.75% -2,288 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 20,083 $6.96M 0.36% +284 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 20,095 $6.96M 0.5% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 20,085 $6.95M 0.53% +913 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 20,057 $6.94M 1.34% -307 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 20,000 $6.92M 0.24% new 13F-HR Timeline Hiddenite Capital Partners LP More: the full row for Hiddenite Capital Partners LP 20,000 $6.92M 3.57% -21,750 13F-HR Timeline Troluce Capital Advisors LLC More: the full row for Troluce Capital Advisors LLC 20,000 $6.92M 5.11% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 19,937 $6.9M 4.85% -563 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 19,931 $6.9M 3.25% +697 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 19,924 $6.9M 2.64% -1,419 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 23,051 $6.89M 1.37% -559 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 19,907 $6.89M 1.11% +395 13F-HR Timeline Bell Bank More: the full row for Bell Bank 19,900 $6.89M 0.29% +978 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 19,775 $6.87M 2.6% 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 19,849 $6.87M 1.21% -4,607 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 19,836 $6.87M 0.1% +993 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 19,819 $6.86M 0.63% +2,761 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 19,812 $6.86M 1.11% -2,164 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 19,808 $6.86M 3.97% -1,667 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 19,773 $6.84M 2.1% +4,499 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 19,704 $6.83M 0.43% +126 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 19,716 $6.82M 8.53% 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 19,702 $6.82M 0.4% -12,011 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 19,682 $6.81M 1.43% -18,792 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 19,665 $6.81M 6.64% 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 19,660 $6.8M 2.49% +3,188 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 19,640 $6.8M 0.85% +719 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 19,629 $6.79M 2.37% +1,282 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 20,514 $6.77M 0.98% -247 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 19,530 $6.76M 0.53% -381 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 19,483 $6.75M 1.6% +1,868 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 19,504 $6.75M 3.06% -2,034 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 19,500 $6.75M 0.15% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 19,486 $6.74M 0.8% +1,285 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 19,449 $6.73M 1.71% +97 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 19,448 $6.73M 4.62% +1,824 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 19,429 $6.72M 0.61% -2,196 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 19,409 $6.72M 0.38% +83 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 19,404 $6.72M 0.16% +255 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 19,374 $6.71M 1.57% -461 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 19,364 $6.7M 2.25% -886 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 19,328 $6.69M 2.25% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 19,298 $6.68M 0.99% +1,744 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 19,235 $6.66M 1.17% -6,925 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 19,189 $6.64M 2.34% -835 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 19,120 $6.62M 3.51% -4,911 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 19,002 $6.58M +1,034 Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 19,000 $6.58M 19.66% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 18,996 $6.57M 0.73% -1,917 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 18,993 $6.57M 1.38% -930 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 18,949 $6.56M 2.17% -452 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 18,942 $6.56M 1.21% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 18,926 $6.55M 0.38% -250 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 18,926 $6.55M 2.96% +388 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 18,894 $6.54M 0.17% +73 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 18,860 $6.53M 1.81% +3,027 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 18,821 $6.51M 0.98% -4,692 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 18,800 $6.51M 0.37% +16,800 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 18,795 $6.5M 0.72% +284 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 18,785 $6.5M 0.9% +1,450 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 18,736 $6.48M 0.9% -1,338 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 18,709 $6.48M 0.7% -5,839 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 18,392 $6.47M 3.32% +156 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 18,657 $6.46M 1.73% 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 18,595 $6.44M 3.05% -138 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 18,408 $6.43M 0.35% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 18,570 $6.43M 0.33% +1,569 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 18,552 $6.42M 0.52% +172 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 18,535 $6.42M 0.34% -1,185 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 18,511 $6.41M 1.02% 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 18,499 $6.4M 1.47% -4,789 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 18,498 $6.4M +327 Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 18,467 $6.39M 5.66% 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 18,443 $6.38M 2.29% -3,473 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 18,367 $6.36M 0.37% +1,559 13F-HR Timeline Group ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 18,334 $6.35M 2.31% +61 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 18,304 $6.34M 0.67% +1,322 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 18,294 $6.33M 1.66% +507 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 18,279 $6.33M 2.29% -5,720 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 18,274 $6.32M 0.46% +147 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 18,250 $6.32M 1.99% +250 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 18,233 $6.31M 1.91% -2,628 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 18,200 $6.3M 0.7% +115 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 18,197 $6.3M 1.4% -933 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 18,102 $6.27M 2% -3 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 18,014 $6.23M 0.32% -977 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 17,980 $6.22M 1.38% -1,655 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 17,963 $6.22M 0.81% +496 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 17,954 $6.21M 3.96% -700 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 17,939 $6.21M 2.12% 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 17,913 $6.2M 0.23% +1,232 13F-HR Timeline Group Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 17,910 $6.2M 1.11% -252 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 17,849 $6.18M 0.49% +813 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 17,800 $6.16M 0.89% -200 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 17,782 $6.15M 3.19% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 17,780 $6.15M 0.98% -4,515 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 17,750 $6.14M 0.44% +1,905 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 17,711 $6.13M 3.04% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 17,651 $6.11M 0.75% +9,367 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 17,641 $6.11M 0.46% -1,340 13F-HR Timeline CNB Bank More: the full row for CNB Bank 17,632 $6.1M 2.5% -190 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 17,609 $6.09M 0.37% +2,615 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 17,583 $6.09M 0.58% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 17,532 $6.07M 1.86% +88 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 17,523 $6.06M 0.33% +1,905 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 17,479 $6.05M 1.24% +12,852 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 17,443 $6.04M 1.09% -1,013 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 17,400 $6.02M 1.73% +1,779 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 17,400 $6.02M 0.42% -1,158 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 17,396 $6.02M 0.67% +768 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 17,342 $6.01M 1.27% -387 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 17,359 $6.01M 1.96% +125 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 17,353 $6.01M 1.83% +1,521 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 17,299 $5.99M 0.77% +1,251 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 17,278 $5.98M 4.97% -702 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 17,257 $5.97M 3.29% +14,769 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 17,251 $5.97M 1.82% -39 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 17,225 $5.96M 3.22% +5,378 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 17,124 $5.93M 1.01% -660 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 17,112 $5.92M 0.94% +466 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 17,102 $5.91M 0.26% +1,651 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 17,044 $5.9M 0.09% -389 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 17,036 $5.9M 0.2% -2,859 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 17,027 $5.89M 1.38% -3,092 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 17,010 $5.89M 0.47% +4,321 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 17,000 $5.88M 1.15% +2,397 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 16,949 $5.87M 1.44% -106 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 16,947 $5.87M 0.64% 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 16,907 $5.85M 1.23% -289 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STF Management LP More: the full row for STF Management LP 16,898 $5.85M 5.49% -25,632 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 16,863 $5.84M 1.08% -534 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 16,825 $5.82M 1.91% -1,760 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 16,811 $5.82M 1.46% +5,735 13F-HR Timeline Niles Investment Management, LLC More: the full row for Niles Investment Management, LLC 16,795 $5.81M 4.83% 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 16,780 $5.81M 1.78% 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 16,750 $5.8M 3.39% -996 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 16,704 $5.78M 1.54% +8,168 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 16,658 $5.77M 0.88% -617 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 16,650 $5.76M 2.19% -7,151 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 16,583 $5.74M 1.08% +9 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 16,564 $5.73M 3.1% -1,046 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16,541 $5.72M 0.64% -4,519 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 16,510 $5.71M 1.46% +4,984 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 16,500 $5.71M 0.95% -9,000 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 16,485 $5.71M 3.42% -110 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 16,479 $5.7M 4.73% -1,023 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 16,458 $5.7M 1.59% -1,000 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 16,449 $5.69M 0.79% +19 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 16,436 $5.69M 0.61% +888 13F-HR Timeline Group SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 16,425 $5.68M 0.71% -17,698 13F-HR Timeline ITHAKA GROUP LLC More: the full row for ITHAKA GROUP LLC 16,421 $5.68M 1.01% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 16,407 $5.68M 0.25% +936 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 16,390 $5.67M 0.38% +398 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 16,354 $5.66M +2,413 Timeline