Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,933 $2.84M 1.13% -102 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,931 $2.84M 0.21% -257 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,928 $2.84M 0.5% -88 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,915 $2.83M 0.78% -155 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,911 $2.83M 1.2% +114 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,907 $2.83M 1.04% +119 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 5,897 $2.83M 0.22% -400 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 5,892 $2.82M 1.88% +60 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,885 $2.82M 0.12% +169 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 5,880 $2.82M 0.99% +2,216 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 5,856 $2.81M 1.48% -28 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 5,854 $2.81M 1.3% -20 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 5,839 $2.8M 0.72% +364 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,836 $2.8M 0.39% -44 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 5,833 $2.8M 1.26% +20 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,813 $2.79M 0.43% +1,758 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 5,811 $2.78M 0.13% -70 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,809 $2.78M 0.59% -16 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 5,774 $2.77M 0.5% +30 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 5,751 $2.76M 0.12% +99 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,744 $2.75M 0.24% -1,010 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 5,735 $2.75M 1.95% -190 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,731 $2.75M 0.8% +2 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 5,730 $2.75M 1.2% -40 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,726 $2.74M 0.78% +7 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 5,724 $2.74M 0.89% -42 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 6,789 $2.74M 1.65% +291 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,709 $2.74M 0.17% -111 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,692 $2.73M 0.46% +16 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 5,683 $2.72M 1.2% +1,052 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 5,680 $2.72M 0.61% -224 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,677 $2.72M 0.61% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,672 $2.72M 1.23% -2,392 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 5,669 $2.72M 0.28% +116 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,645 $2.71M 0.3% +74 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 5,644 $2.7M 1.14% +373 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 5,643 $2.7M 0.71% +2,528 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 5,628 $2.7M 0.25% -3,841 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,617 $2.69M 0.19% -13,157 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 5,612 $2.69M 0.81% +53 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,604 $2.69M 0.17% -171 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 5,597 $2.68M 0.49% +198 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,582 $2.67M 1.28% +42 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 5,577 $2.67M 0.62% -30 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,572 $2.67M 1.93% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 5,567 $2.67M 0.65% +2 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,567 $2.67M 1.66% +110 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,553 $2.66M 0.52% +70 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 5,553 $2.66M 0.61% +1,486 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 5,550 $2.66M 2.24% -30 13F-HR Timeline Group SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 5,549 $2.66M 1.61% -262 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 5,550 $2.66M 0.52% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,540 $2.65M 0.41% +165 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,540 $2.65M 0.21% -303 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 5,539 $2.65M 0.02% -918 13F-HR Timeline Group Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 5,535 $2.65M 2.63% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 5,520 $2.65M 0.14% +124 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,520 $2.65M 0.8% -34 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 5,517 $2.64M 0.55% -136 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,505 $2.64M 0.92% -1,788 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,504 $2.64M 0.27% +396 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,502 $2.64M 0.42% +821 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 5,498 $2.63M 0.29% -952 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 5,458 $2.62M 1.37% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,457 $2.61M 0.33% +153 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,456 $2.61M 0.25% +1,524 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 5,453 $2.61M 0.22% -2,350 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 5,452 $2.61M 0.87% -114 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,438 $2.61M 0.37% +60 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,433 $2.6M 1.2% +9 13F-HR Timeline United Bank More: the full row for United Bank 5,429 $2.6M 0.87% +85 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 5,425 $2.6M 0.17% -89 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5,396 $2.59M 1.73% +6 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 5,489 $2.58M 1.05% -5 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,389 $2.58M 1.6% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,387 $2.58M 1.06% +151 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 5,384 $2.58M 0.33% +187 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 5,373 $2.57M 0.72% -204 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,370 $2.57M 0.76% +130 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,368 $2.57M 0.71% -135 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,361 $2.57M 0.35% +15 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,361 $2.57M 0.87% +3,306 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 5,354 $2.57M 0.77% -427 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,365 $2.56M 0.64% -1,893 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,362 $2.56M 1.07% +545 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 5,332 $2.56M 0.14% -58 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 5,331 $2.55M 0.35% +40 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,318 $2.55M 0.27% -20 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 5,313 $2.55M 1.52% +65 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,310 $2.54M 0.9% +5 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 5,309 $2.54M 0.02% +380 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 5,301 $2.54M 0.24% +3,640 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 5,297 $2.54M 2.59% +20 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,295 $2.54M 0.61% -46 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 5,290 $2.53M 0.08% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,290 $2.53M 0.28% +126 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 5,284 $2.53M 0.13% -521 13F-HR Timeline Group SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,271 $2.53M 1.66% -210 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 5,264 $2.52M 0.57% -128 13F-HR/A Timeline Firestone Capital Management More: the full row for Firestone Capital Management 5,262 $2.52M 0.53% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,255 $2.52M 0.5% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,243 $2.51M 0.31% -142 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,238 $2.51M 1.72% +47 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,233 $2.51M 0.53% +2,039 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,227 $2.5M 0.6% +582 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,220 $2.5M 0.36% +681 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 5,216 $2.5M 0.94% +3,466 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,204 $2.49M 1.76% -37 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 5,192 $2.49M 1.08% +40 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 5,191 $2.49M 0.73% +1,500 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,189 $2.49M 1.04% -515 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 5,186 $2.49M 0.22% -255 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 5,192 $2.48M 0.24% -119 13F-HR Timeline 1922 Investment Co LLC in group 1922 Investment Co LLC More: the full row for 1922 Investment Co LLC 5,175 $2.48M 84.86% -204 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,174 $2.48M 0.54% -575 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,167 $2.48M 0.83% -17 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 5,165 $2.48M 0.19% -767 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,163 $2.47M 0.31% +397 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 5,157 $2.47M 2.22% +850 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 5,153 $2.47M 0.49% -423 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 5,153 $2.47M 0.4% +640 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,144 $2.47M 0.88% -271 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 5,143 $2.46M 0.36% -806 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 5,137 $2.46M 0.13% -153 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 5,129 $2.46M 0.28% +304 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,125 $2.46M 0.69% +194 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 5,115 $2.45M 0.22% -95 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 5,114 $2.45M 2.03% -258 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,113 $2.45M 0.01% -335 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,110 $2.45M 0.37% +2,480 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 5,110 $2.45M 0.52% +17 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 5,100 $2.44M 0.36% 0 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 5,100 $2.44M 0.82% +10 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 5,097 $2.44M 1.07% +242 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,097 $2.44M 1.43% -946 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,096 $2.44M 0.93% +48 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 5,096 $2.44M 1.32% -102 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,092 $2.44M 0.54% -1,173 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,083 $2.44M 0.43% +337 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,073 $2.43M 1.37% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,071 $2.43M 0.17% -95 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 5,068 $2.43M 1% +217 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,068 $2.43M 0.26% -923 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5,070 $2.43M 0.5% -586 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,063 $2.43M 0.3% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,059 $2.42M 0.71% -165 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 5,060 $2.42M 0.18% +254 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 5,054 $2.42M 1.42% -393 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 5,046 $2.42M 1.63% -119 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 5,043 $2.42M 1.97% +14 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,041 $2.41M 1.56% -308 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 5,031 $2.41M 0.35% -587 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,029 $2.41M 0.77% +195 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 5,025 $2.41M 1.56% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,024 $2.41M 0.41% +941 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5,023 $2.41M 0.87% +156 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,023 $2.41M 0.33% +73 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,022 $2.41M 0.27% -20 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,022 $2.41M 0.5% -40 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 5,019 $2.41M 0.25% +934 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,017 $2.4M 0.11% +81 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 5,016 $2.4M 1.32% +180 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 5,013 $2.4M 1.48% -27 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,012 $2.4M 0.07% +195 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 4,998 $2.4M 1.04% -169 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,983 $2.39M 0.23% -112 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,982 $2.39M 0.94% +393 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 4,969 $2.38M 1.54% -434 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,965 $2.38M 0.05% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,943 $2.37M 1.71% -446 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 4,918 $2.36M 1.29% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,916 $2.36M 0.29% -194 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 4,916 $2.36M 0.53% -31 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,913 $2.35M 0.88% -5,492 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,912 $2.35M 0.39% +177 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,905 $2.35M 0.21% -2,447 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,487 $2.35M 0.74% -1,005 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,918 $2.34M 0.89% -927 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,889 $2.34M 0.47% +1,246 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,887 $2.34M 0.88% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,878 $2.34M 0.35% -6 13F-HR Timeline Financial Connections Group, Inc. 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