Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 5,832 $2.93M 1.87% -63 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,825 $2.93M 0.57% -706 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,820 $2.93M 0.18% +1,912 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 5,814 $2.92M 0.43% +1,511 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 5,813 $2.92M 1.32% -2 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 5,811 $2.92M 1.71% +121 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 5,807 $2.92M 1.93% +944 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,805 $2.92M 0.65% -13 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 5,805 $2.92M 0.12% +152 13F-HR Timeline Group Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,797 $2.91M 1.35% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 5,788 $2.91M 1.92% +692 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,788 $2.91M 1.12% +525 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 5,781 $2.91M 0.89% -134 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 5,780 $2.9M 1.41% +996 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,775 $2.9M 0.18% -1,081 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 5,770 $2.9M 1.21% new 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 5,766 $2.9M 0.88% -10,725 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 5,752 $2.89M 0.29% +314 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,749 $2.89M 0.66% +789 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 5,745 $2.89M 0.2% -60 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 5,744 $2.89M 0.51% -235 13F-HR Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,729 $2.88M 0.84% -745 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 5,727 $2.88M 1.03% +2 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,719 $2.87M 0.79% +49 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,086 $2.87M 0.24% -452 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,716 $2.87M 0.13% -125 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 5,698 $2.87M 1.27% +1,476 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,704 $2.87M 1.23% -5,704 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,688 $2.86M 0.04% +572 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,677 $2.85M 0.66% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,676 $2.85M 0.5% +287 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5,656 $2.84M 0.6% +281 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,654 $2.84M 0.33% +381 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 5,653 $2.84M 0.59% -562 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,652 $2.84M 0.13% +306 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 5,638 $2.83M 0.68% -13,198 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 5,618 $2.82M 0.36% -1,940 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 5,607 $2.82M 0.67% -6 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 5,605 $2.82M 1.39% +286 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 5,600 $2.81M 2.24% 0 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 5,598 $2.81M 1.7% 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 5,845 $2.81M 1.07% +210 13F-HR/A Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 5,580 $2.8M 2.32% -227 13F-HR Timeline Group Nitor Capital Management LLC More: the full row for Nitor Capital Management LLC 5,577 $2.8M 2.49% 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 5,577 $2.8M 0.8% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 5,576 $2.8M 0.66% -282 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,572 $2.8M 2.22% +160 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,571 $2.8M 0.31% -1,525 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 5,566 $2.8M 0.91% +80 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 5,565 $2.8M 0.69% -132 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,565 $2.8M 1.01% +2,532 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 5,565 $2.8M 0.25% -699 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 5,564 $2.8M 1.85% +102 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 5,559 $2.79M 0.84% +762 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,554 $2.79M 0.83% -646 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 5,553 $2.79M 0.29% +176 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,540 $2.78M 1.52% -70 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 5,535 $2.78M 2.8% 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 5,514 $2.77M 0.17% -509 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,501 $2.77M 0.5% -352 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 5,494 $2.76M 1.23% +9 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,492 $2.76M 0.51% +73 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,483 $2.76M 0.48% -135 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,481 $2.76M 1.83% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 5,475 $2.75M 0.71% +1,098 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 5,466 $2.75M 0.45% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,574 $2.75M 0.23% -1,702 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 5,458 $2.74M 1.46% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,457 $2.74M 1.73% -680 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,454 $2.74M 0.42% +219 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,448 $2.74M 0.02% -855 13F-HR Timeline Group Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 5,447 $2.74M 1.75% -10 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 5,441 $2.73M 0.25% +11 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,439 $2.73M 2.4% -5 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,424 $2.73M 1.27% -20 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 5,423 $2.73M 2.59% +1,681 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,415 $2.72M 0.95% -200 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 5,408 $2.72M 1.42% +1,015 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,407 $2.72M 0.16% +495 13F-HR Timeline Group NDWM LLC More: the full row for NDWM LLC 5,403 $2.72M 1.8% -1,638 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 5,399 $2.71M 0.49% -24 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 5,396 $2.71M 0.14% 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 5,392 $2.71M 0.63% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,390 $2.71M 0.01% +117 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5,390 $2.71M 1.77% -87 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 5,390 $2.71M 0.14% -211 13F-HR Timeline Group GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,389 $2.71M 1.61% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,389 $2.71M 1.98% +1,116 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,385 $2.71M 0.34% +233 13F-HR Timeline 1922 Investment Co LLC in group 1922 Investment Co LLC More: the full row for 1922 Investment Co LLC 5,379 $2.7M 80.88% -18 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,378 $2.7M 0.41% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,375 $2.7M 0.43% -80 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 5,372 $2.7M 2.22% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,503 $2.7M 0.72% +1,191 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 5,362 $2.7M 1.54% +298 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,349 $2.69M 0.17% +176 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,349 $2.69M 1.6% +266 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 5,348 $2.69M 0.76% +45 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,346 $2.69M 0.37% +631 13F-HR Timeline United Bank More: the full row for United Bank 5,344 $2.69M 0.91% +260 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,341 $2.68M 0.64% -257 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,338 $2.68M 0.29% +306 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,316 $2.67M 0.75% +534 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 5,311 $2.67M 0.27% +117 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 5,310 $2.67M 1.72% -257 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,305 $2.67M 0.84% +20 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,304 $2.67M 0.34% +6 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,241 $2.66M 1.87% +38 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 5,291 $2.66M 0.36% -12 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 5,290 $2.66M 0.08% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 5,290 $2.66M 0.14% -258 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 5,280 $2.65M 0.36% -760 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 5,277 $2.65M 2.68% +55 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,277 $2.65M 0.79% +455 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 5,271 $2.65M 1.11% +150 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 5,262 $2.64M 0.56% -4 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,255 $2.64M 0.51% +76 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 5,248 $2.64M 1.52% +322 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,240 $2.63M 0.8% +40 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 5,239 $2.63M 0.7% +2,855 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,236 $2.63M 0.29% -307 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,236 $2.63M 1.03% +728 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,224 $2.63M 0.78% +13 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 5,210 $2.62M 0.22% -60 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 5,198 $2.61M 1.44% -439 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 5,197 $2.61M 0.28% -419 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,191 $2.61M 1.7% +159 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,184 $2.61M 0.91% 0 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 5,169 $2.6M 0.84% +48 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 5,167 $2.6M 1.15% +96 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 5,167 $2.6M 0.36% +677 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,166 $2.6M 0.18% +565 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 5,165 $2.6M 1.77% +235 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 5,165 $2.6M 1.4% -323 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,164 $2.6M 0.27% -281 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 5,152 $2.59M 1.2% -175 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,150 $2.59M 0.36% +2,115 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5,150 $2.59M 0.68% +416 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,108 $2.57M 0.24% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,110 $2.57M 0.32% +116 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 5,093 $2.56M 0.54% -115 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 5,090 $2.56M 0.84% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,095 $2.56M 0.24% -139 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,079 $2.55M 0.51% -72 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,073 $2.55M 1.39% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 5,068 $2.55M 0.3% -70 13F-HR/A Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,063 $2.54M 0.31% -50 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,062 $2.54M 0.51% +371 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 5,055 $2.54M 1.42% +73 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,048 $2.54M 1.03% +9 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 5,045 $2.54M 1.21% -378 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,042 $2.53M 0.29% +10 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 5,100 $2.53M 0.41% -2,000 13F-HR Timeline Group Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 5,040 $2.53M 1.48% -1,236 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 5,029 $2.53M 2.08% -18 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 5,025 $2.53M 1.88% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,024 $2.53M 0.4% -1,376 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 5,022 $2.52M 2.46% -149 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,014 $2.52M 0.05% -180 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 5,000 $2.51M 2.96% new 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 4,997 $2.51M 0.79% -401 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 5,059 $2.51M 1.41% -299 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 4,962 $2.49M 0.63% +1,222 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,958 $2.49M 0.66% -35 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,953 $2.49M 1.58% -168 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,952 $2.49M 0.14% +1,226 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,950 $2.49M 0.33% 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,949 $2.49M 0.24% -207 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,949 $2.49M 0.1% +10 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 4,947 $2.49M 0.58% -117 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,944 $2.49M 0.37% +1,100 13F-HR/A Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,936 $2.48M 0.1% -69 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,931 $2.48M 0.73% +136 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 4,929 $2.48M 0.02% +648 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 4,916 $2.47M 0.25% +3,277 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 4,915 $2.47M 1.51% +175 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,908 $2.47M 0.46% +120 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 4,905 $2.47M 0.56% -60 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,903 $2.46M 1.77% -386 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,887 $2.46M 0.88% -66 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,884 $2.46M 0.37% -50 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,877 $2.45M 0.68% -922 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 4,870 $2.45M 0.38% -854 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,867 $2.45M 0.86% -150 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,863 $2.44M 1.02% -527 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,863 $2.44M 1.3% +23 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 4,857 $2.44M 1.43% 0 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 4,855 $2.44M 1.03% +145 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 4,853 $2.44M 0.32% -577 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,851 $2.44M 1.05% +250 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,849 $2.44M 1.6% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 4,838 $2.43M 0.32% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 4,836 $2.43M 1.36% +65 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,834 $2.43M 0.71% +619 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,830 $2.43M 1.19% -281 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 4,829 $2.43M 0.81% -556 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 4,827 $2.43M 0.83% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,825 $2.43M 0.27% +45 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4,819 $2.42M 0.28% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 4,817 $2.42M 0.07% -616 13F-HR Timeline