CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,313 $4.46M 0.64% -4,700 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 9,312 $4.46M 0.01% +8,005 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Power Alpha Investment Ltd More: the full row for Power Alpha Investment Ltd 9,300 $4.46M 0.51% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 9,292 $4.45M 1.71% -773 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 9,279 $4.45M 0.32% -348 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 9,267 $4.44M 1.12% new 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 9,266 $4.44M 0.45% +55 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 9,258 $4.44M 0.18% +100 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 9,255 $4.43M 0.56% -100 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 9,251 $4.43M 0.87% +633 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 9,249 $4.43M 3.26% -70 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 9,218 $4.42M 0.76% +344 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 9,195 $4.41M 1.1% +227 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,188 $4.4M 0.6% -288 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,179 $4.4M 0.36% -133 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,172 $4.4M 0.14% +621 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 9,168 $4.39M 2.82% -60 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9,149 $4.38M 0.98% -1,292 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 9,147 $4.38M 1.99% 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,137 $4.38M 0.7% -2,766 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 9,122 $4.37M 0.33% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 9,120 $4.37M 1.2% -588 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 9,113 $4.37M 0.44% -340 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 9,111 $4.37M 0.78% +209 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,106 $4.36M 0.56% +12 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 9,088 $4.35M 2.68% +80 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 9,072 $4.35M 0.65% -629 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,066 $4.34M 0.5% -125 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,053 $4.34M 1.19% -182 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 9,060 $4.34M 1.7% +65 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 9,047 $4.34M 1.71% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 9,033 $4.33M 2.51% -525 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 9,029 $4.33M 0.56% -298 13F-HR Timeline Ruffer LLP More: the full row for Ruffer LLP 9,000 $4.33M 0.18% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 9,013 $4.32M 0.26% +87 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 9,007 $4.32M 6.92% +4,773 13F-HR Timeline SPRUCEGROVE INVESTMENT MANAGEMENT LTD More: the full row for SPRUCEGROVE INVESTMENT MANAGEMENT LTD 8,996 $4.31M 0.69% -3,871 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 8,995 $4.31M 1.18% -45 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 8,987 $4.31M 0.42% -192 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,984 $4.31M 0.3% new 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 8,980 $4.3M 0.9% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 8,960 $4.29M 1.96% +950 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 8,942 $4.29M 1.1% -1,028 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 8,925 $4.28M 1.52% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 8,913 $4.27M 0.76% +50 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 8,912 $4.27M 0.41% +279 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,911 $4.27M 0.87% +51 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 8,899 $4.26M 3.91% -2,015 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,884 $4.26M 0.07% new 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,869 $4.25M 1.51% -282 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 8,851 $4.24M 4% -298 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 8,814 $4.22M 0.31% -225 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 8,813 $4.22M 2.32% -11 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 8,808 $4.22M 0.72% -342 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 8,780 $4.21M 0.34% -7,188 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 8,779 $4.21M 2.3% +537 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,773 $4.2M 1.16% +311 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 8,748 $4.19M 1.48% -57 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 8,748 $4.19M 2.83% +1,585 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 8,738 $4.19M 1.96% +220 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 8,735 $4.19M 0.38% -1,262 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,727 $4.18M 1.41% -1,019 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 5,720 $4.18M 0.09% -5 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 8,710 $4.17M 0.46% +300 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,588 $4.17M 0.31% -109 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 8,675 $4.16M 0.58% -711 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 8,635 $4.14M 0.8% +338 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,624 $4.13M 0.29% -1,480 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 8,505 $4.13M 1.63% +102 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,599 $4.12M 0.34% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,586 $4.11M 0.58% -20 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 8,584 $4.11M 0.08% -29 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,576 $4.11M 0.33% -12 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,575 $4.11M 0.51% +393 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,569 $4.11M 0.33% +458 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,567 $4.11M 0.41% +43 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 8,563 $4.1M 0.8% +90 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 8,560 $4.1M 0.7% +4,195 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 8,550 $4.1M 2.9% 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 8,611 $4.09M 0.06% -4,940 13F-HR Timeline Group Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 8,529 $4.09M -12,916 Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,526 $4.09M 0.23% +153 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 8,521 $4.08M 0.52% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 8,510 $4.08M 1.03% -508 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,508 $4.08M 0.25% +504 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,507 $4.08M 0.73% +199 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,496 $4.07M 0.15% +333 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 8,486 $4.07M 2.36% +229 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 8,482 $4.06M 2.61% +6,293 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 8,472 $4.06M 0.25% +385 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 8,448 $4.05M 0.79% +512 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 8,447 $4.05M 1.95% -718 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,410 $4.03M 0.25% -4 13F-HR Timeline GUARDIAN CAPITAL LP group of 2 filers holding More: the full row for GUARDIAN CAPITAL LP 8,394 $4.03M +76 Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 8,403 $4.03M 0.88% +5,608 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 8,395 $4.02M 2.3% -59 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,384 $4.02M 0.77% +779 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,383 $4.02M 0.68% +1,167 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 8,370 $4.01M 0.48% -191 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 8,355 $4M 1.9% -384 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 8,352 $4M 1.21% +63 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 8,351 $4M 0.13% -1,474 13F-HR Timeline Group Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 8,344 $4M 3.67% +2,921 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 8,327 $3.99M 1.85% +127 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,324 $3.99M 1.06% -40 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 8,320 $3.99M 0.95% +222 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 8,317 $3.99M 2.87% +1,302 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 8,327 $3.98M 0.1% +4,986 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 8,300 $3.98M 0.5% -73 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 8,295 $3.97M 2.34% +268 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 8,278 $3.97M 0.76% -110 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 8,271 $3.96M 1.01% +253 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,260 $3.96M 0.33% +110 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 8,236 $3.95M 2.14% -899 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,235 $3.95M 0.52% +832 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 8,297 $3.94M 1.41% +884 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 8,226 $3.94M 1.06% +4 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 8,224 $3.94M 0.24% -3,133 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 8,215 $3.94M 2.7% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,214 $3.94M 0.88% -77 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 8,208 $3.93M 1.61% -244 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,199 $3.93M 0.01% +2,809 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,198 $3.93M 0.07% +1,986 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 8,194 $3.93M 1.89% -220 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,264 $3.92M 0.27% +851 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,168 $3.91M 0.59% -498 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,161 $3.91M 1.22% -575 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,147 $3.9M 0.7% -533 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,137 $3.9M 0.45% -232 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 8,133 $3.9M 1.96% +2,725 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 8,133 $3.9M 0.91% -12 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 8,131 $3.9M 0.68% +271 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 8,124 $3.89M 0.68% +3,572 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 8,100 $3.88M 0.73% -800 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 8,083 $3.87M 0.37% -1,824 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 8,093 $3.87M 1.36% -721 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 8,080 $3.87M 3.92% -1,407 13F-HR Timeline Nitor Capital Management LLC More: the full row for Nitor Capital Management LLC 8,077 $3.87M 2.98% +2,500 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 8,074 $3.87M 0.85% +22 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,072 $3.87M 0.43% -100 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 8,056 $3.86M 0.23% +1,986 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 8,053 $3.86M 2.68% +181 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,048 $3.86M 0.86% +262 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,045 $3.86M 0.34% -81 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 8,018 $3.84M 1.93% -302 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 8,067 $3.84M 0.93% -667 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 8,004 $3.84M 1.18% -86 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 7,995 $3.83M 0.85% -6 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,994 $3.83M 0.32% +998 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 7,977 $3.82M 0.73% -165 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 7,973 $3.82M 9.6% -229 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 7,970 $3.82M 2.5% -200 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 7,969 $3.82M 0.5% +188 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 7,967 $3.82M 1.46% +65 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,964 $3.82M 0.26% -586 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,956 $3.81M 0.34% -363 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 7,941 $3.81M 0.82% -112 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 7,926 $3.8M 0.56% -2,648 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 7,925 $3.8M 0.42% 0 13F-HR Timeline Group Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 7,925 $3.8M 0.52% +151 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 7,910 $3.79M +4,422 Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,897 $3.78M 1.85% +57 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,893 $3.78M 1.94% -106 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 7,879 $3.78M 1.15% +165 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,879 $3.78M 0.65% -46 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,868 $3.77M 0.27% +585 13F-HR Timeline Group Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 7,858 $3.77M 0.25% +295 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,832 $3.76M 0.45% +961 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,835 $3.75M 2.64% -500 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 7,817 $3.75M 0.85% +70 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 7,813 $3.74M 0.69% -765 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 7,797 $3.74M 0.31% +3,302 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 7,756 $3.72M 2.75% +364 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,746 $3.71M 0.23% -51 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 7,619 $3.71M 1.3% +16 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 7,735 $3.71M 0.22% -141 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 7,731 $3.7M 2.49% -175 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,929 $3.69M 0.83% +367 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 7,688 $3.68M 1.33% -426 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 7,682 $3.68M 1.08% -53 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 7,321 $3.68M 2.22% 0 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 7,676 $3.68M 3.38% +58 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 7,671 $3.68M 0.45% +600 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 7,670 $3.67M 0.32% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,661 $3.67M 0.37% -886 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 7,654 $3.67M 1.98% -125 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,632 $3.66M 0.49% +6 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,623 $3.65M 0.51% +131 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 7,622 $3.65M 1.54% +40 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,622 $3.65M 1.27% +2,057 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 7,726 $3.65M 0.03% -4,410 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 7,603 $3.64M 1.06% -49 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 7,581 $3.63M 1.65% -64 13F-HR Timeline Concorde Financial Corp More: the full row for Concorde Financial Corp 7,554 $3.62M 2.84% +182 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 7,552 $3.62M 0.53% +20 13F-HR Timeline Group Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 7,536 $3.61M 0.24% +663 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 7,533 $3.61M 2.43% +193 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 7,528 $3.61M 0.86% -224 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 7,528 $3.61M 2.97% +4,456 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 7,524 $3.61M 1.68% +6,549 13F-HR Timeline