Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 43,200 $21M 1.27% -1,381 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 42,919 $20.8M 1.14% -12,937 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 42,875 $20.8M 4.8% -105 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 42,868 $20.8M 0.35% +42 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 42,795 $20.8M 0.86% 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 42,780 $20.8M 11.58% +113 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 42,625 $20.7M 0.6% -2,041 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 42,623 $20.7M 0.79% +2,757 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 42,526 $20.7M 0.25% -595 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 42,511 $20.7M 1.19% +44 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 42,490 $20.6M 2.46% -200 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 42,274 $20.6M 0.5% -93,772 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 42,172 $20.5M 20.22% -690 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 42,094 $20.4M 0.49% +817 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 41,978 $20.4M 10.28% +52 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 41,964 $20.4M 2.47% -152 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 41,928 $20.4M 8.06% -415 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 41,912 $20.4M 6.23% +39 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 41,752 $20.3M 5.93% +282 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 41,689 $20.3M 0.61% +1,380 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 41,653 $20.2M 2.48% +710 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 41,559 $20.2M 7.77% +575 13F-HR Timeline Coleford Investment Management Ltd. More: the full row for Coleford Investment Management Ltd. 41,465 $20.1M 5.2% -271 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 41,301 $20.1M 9.13% +3,335 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 41,229 $20M 11.18% -2,515 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 41,113 $20M 10.63% +2,374 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 41,093 $20M 0.36% -1,537 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 43,169 $19.9M 0.31% +2,123 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 41,006 $19.9M 0.8% +5,317 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 40,884 $19.9M 2.26% -4,088 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 40,680 $19.8M 0.54% +979 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 40,699 $19.8M 3.8% -580 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 40,641 $19.7M 1.69% +8,196 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 40,628 $19.7M 0.61% +628 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 40,510 $19.7M 1.91% -4,610 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 40,430 $19.6M 0.15% -97,228 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 42,153 $19.6M 2.82% +726 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 40,337 $19.6M 1.63% +142 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 40,324 $19.6M 0.9% +4,598 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 40,180 $19.5M 4.14% +4,049 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 40,069 $19.5M -1,293 Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 40,071 $19.5M 4.49% -265 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 39,766 $19.3M 1.74% +5,555 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 39,549 $19.2M 2.39% +3,606 13F-HR Timeline Group Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 39,326 $19.1M 5.72% +188 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 39,096 $19M 1.65% +539 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 39,095 $19M 3.3% new 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 39,022 $19M 15.05% +220 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 38,880 $18.9M 1.23% -315 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 38,756 $18.8M 0.2% -202,893 13F-HR Timeline Group Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 38,685 $18.8M 0.95% +3,159 13F-HR Timeline CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 38,684 $18.8M 0.2% +668 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 38,555 $18.8M -31,288 Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 38,457 $18.7M +422 Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 38,449 $18.7M 3.04% +650 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 38,384 $18.6M -911 Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 38,375 $18.6M 8.65% -130 13F-HR Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 38,351 $18.6M 5.81% +213 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 38,323 $18.6M 4.91% +197 13F-HR Timeline Stolper Co More: the full row for Stolper Co 38,252 $18.6M 6.1% -803 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 38,087 $18.5M 0.51% +5,122 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 38,055 $18.5M 1.97% -11,538 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 38,019 $18.5M 1.35% -657 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 37,864 $18.4M 0.69% +858 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 37,775 $18.4M 0.88% +2,327 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 38,192 $18.3M 0.78% -992 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 37,274 $18.1M 2.63% -4,571 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 37,166 $18.1M 1.58% -160 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 37,045 $18M 0.9% -4,601 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 36,844 $17.9M 0.23% -2,239 13F-HR Timeline Group VANTAGE WEALTH More: the full row for VANTAGE WEALTH 36,638 $17.8M 4.03% -2,218 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 36,517 $17.7M 1.22% -1,563 13F-HR Timeline Group Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 36,443 $17.7M 6.02% +164 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 36,988 $17.7M 0.7% -2,276 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 36,178 $17.6M 2.18% -298 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 36,130 $17.6M 5.09% +14,353 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 36,010 $17.5M 0.01% +417 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 35,644 $17.3M 2.21% +22,153 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 35,644 $17.3M 0.54% -514 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 35,638 $17.3M 0.84% -24,297 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 35,611 $17.3M 0.38% -11,620 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 35,568 $17.3M 0.64% +1,446 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 35,543 $17.3M 0.92% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 35,542 $17.3M 0.34% +1,256 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 35,463 $17.2M 0.23% +5,374 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 35,150 $17.1M 0.22% +4,673 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 35,123 $17.1M 3.79% +8,225 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 35,065 $17M 1.17% +6 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 34,941 $17M 1.55% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 34,545 $16.8M 1.24% +1,794 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 34,462 $16.7M 1.06% +2,420 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 34,332 $16.7M 1.61% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 34,301 $16.7M 0.21% +32,929 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 34,229 $16.6M 0.73% -4,176 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 34,083 $16.6M 0.77% +1,088 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 33,962 $16.5M 0.68% +829 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 33,948 $16.5M 2.82% +20,014 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 33,892 $16.5M 1.05% -781 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 33,821 $16.4M 3.78% -15 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 33,754 $16.4M 4.03% -50 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 33,728 $16.4M 0.37% +4,731 13F-HR Timeline Metropolis Capital Ltd More: the full row for Metropolis Capital Ltd 33,559 $16.3M 0.52% -12,084 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 33,358 $16.2M 2.02% +385 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 33,261 $16.2M 4.1% -68 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 33,250 $16.2M 6.99% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 33,225 $16.1M 1.79% +28,366 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 33,042 $16.1M 0.94% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 33,036 $16M 0.53% +4,285 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 32,992 $16M 0.38% +1,355 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 32,959 $16M 0.48% +11,921 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 32,947 $16M 0.7% -4,363 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 32,936 $16M +663 Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 32,884 $16M 10.58% -17 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 32,815 $15.9M 1.49% +1,535 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 32,800 $15.9M 1.32% new 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 32,797 $15.9M 4.88% -3,674 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 32,624 $15.8M 0.6% +1,153 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 32,607 $15.8M 5.26% -82 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 32,476 $15.8M 1.58% -1,877 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 32,454 $15.8M 1.12% +6,235 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 32,418 $15.7M 2.81% +250 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 32,402 $15.7M 4.95% -165 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 32,383 $15.7M 0.09% -2,263 13F-HR Timeline Group CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 32,288 $15.7M 1.69% +404 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 32,198 $15.6M 0.09% +16,958 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 32,196 $15.6M 3.34% -6,219 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 31,972 $15.5M 1.02% +483 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 31,836 $15.5M 0.85% +10,386 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 31,832 $15.5M 0.64% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 31,771 $15.4M 0.16% -49 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 31,643 $15.4M 0.29% +19,610 13F-HR Timeline Boit C F David More: the full row for Boit C F David 31,628 $15.4M 7.39% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 31,468 $15.3M 0.78% +4,678 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 31,464 $15.3M 0.24% +3,581 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 31,406 $15.3M 0.49% +4,092 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 31,334 $15.2M 3.23% +1,309 13F-HR/A Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 31,333 $15.2M 0.62% +3,680 13F-HR Timeline Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 31,200 $15.2M 4.93% 0 13F-HR Timeline Group Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 31,167 $15.1M 10.05% +366 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 31,159 $15.1M 13.47% -893 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 31,158 $15.1M 2.45% -31 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 31,074 $15.1M 1.43% -656 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 31,013 $15.1M 3.89% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 30,952 $15M 3.37% -329 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 30,785 $15M 0.35% +2,131 13F-HR Timeline PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 30,746 $14.9M 0.92% +1,200 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 30,755 $14.9M 1.16% +18,933 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 30,692 $14.9M 2.23% -625 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 30,655 $14.9M 0.42% -569 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 30,620 $14.9M 0.62% -16,262 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 30,386 $14.8M 0.63% -306 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 30,307 $14.7M 0.66% -102 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 30,305 $14.7M 0.54% -194 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 30,203 $14.7M 3.8% -241 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 30,100 $14.6M 4.86% +1,403 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 30,086 $14.6M 7.67% -1,180 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 30,079 $14.6M 7.79% +235 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 30,023 $14.6M 0.52% -9,404 13F-HR Timeline Group Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 29,967 $14.6M 9.38% -783 13F-HR Timeline LFL Advisers, LLC More: the full row for LFL Advisers, LLC 29,945 $14.5M 5.81% +857 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 29,849 $14.5M 5.57% -711,604 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 29,773 $14.5M 0.28% +1,380 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 29,727 $14.4M 0.5% +9,919 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 29,521 $14.3M 2.28% -2,538 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 29,375 $14.3M 2.86% -325 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 29,186 $14.2M 0.67% -2,801 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 29,130 $14.2M 0.12% 0 13F-HR Timeline Group Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 29,062 $14.1M 9.03% -13,472 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 29,030 $14.1M 4.19% +9,543 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 28,921 $14M 2.33% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 28,916 $14M 0.76% -30 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 28,871 $14M 2.44% -63 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 28,834 $14M 3.17% -108 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 28,830 $14M 0.25% +8,082 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 28,812 $14M 4.58% -760 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 28,803 $14M 0.57% -840 13F-HR Timeline Nitorum Capital, L.P. 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