Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 15,178 $8.08M 4.75% -11,889 13F-HR Timeline AKRE CAPITAL MANAGEMENT LLC in group AKRE CAPITAL MANAGEMENT LLC More: the full row for AKRE CAPITAL MANAGEMENT LLC 15,175 $8.08M 0.08% -99 13F-HR Timeline Group Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 15,164 $8.08M 2.81% -114 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 15,137 $8.06M 1.71% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 15,098 $8.04M 1.37% +877 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15,049 $8.01M 0.22% -114 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 15,024 $8M 3.32% +9,761 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 15,000 $7.99M 3.34% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 14,948 $7.96M 3.06% -49 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 14,765 $7.95M 0.67% -1,273 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 14,899 $7.93M 1.35% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,844 $7.91M 0.79% +4,173 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 14,798 $7.88M 3.07% +705 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 14,768 $7.87M 2.29% +1,025 13F-HR Timeline ANB BANK More: the full row for ANB BANK 14,766 $7.86M 3.51% -366 13F-HR Timeline BLACK POINT WEALTH MANAGEMENT More: the full row for BLACK POINT WEALTH MANAGEMENT 14,759 $7.86M 45.48% -41,847 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 14,757 $7.86M 0.45% -957 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 14,739 $7.85M 1.06% -698 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 14,721 $7.84M 1.41% +311 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 14,692 $7.82M 2.87% +2,704 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 14,679 $7.82M 6.64% +1,146 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 14,650 $7.8M 3.4% +560 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 14,649 $7.8M 1.27% +281 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 14,555 $7.75M 3.88% +283 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 14,554 $7.75M 8.47% -2,394 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 14,523 $7.73M 1.53% -19 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 14,500 $7.72M 2.23% -88 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 14,497 $7.72M 0.9% -45 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 14,496 $7.72M 1.43% -15 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 14,494 $7.72M 4.61% -343 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 14,425 $7.68M 2.78% +328 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 14,416 $7.68M 2.39% -1,673 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 14,381 $7.66M 5.16% +535 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,326 $7.63M 0.58% +3,637 13F-HR Timeline City State Bank More: the full row for City State Bank 14,295 $7.61M 2.51% +1,066 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 14,294 $7.61M 1.16% -5 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 14,225 $7.58M 0.27% -1,224 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 14,225 $7.58M 0.2% -307 13F-HR Timeline Centre Asset Management, LLC More: the full row for Centre Asset Management, LLC 14,213 $7.57M 1.95% new 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 14,212 $7.57M 7.58% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 14,135 $7.53M 0.91% +84 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 14,047 $7.48M 1.58% +389 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,431 $7.48M 0.42% -209 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 14,021 $7.47M 1.14% +112 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 14,167 $7.46M 0.47% +1,292 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 14,013 $7.46M 2.83% +541 13F-HR Timeline CLG LLC More: the full row for CLG LLC 14,007 $7.46M 2.59% +2,030 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 13,975 $7.44M 0.95% -308 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 13,934 $7.42M 1.55% +27 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,894 $7.4M 0.41% -6,375 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,058 $7.4M 0.71% +310 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 13,864 $7.38M 2.05% +219 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 13,851 $7.38M 1% +450 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 13,838 $7.37M 0.35% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 13,834 $7.37M 1.13% +963 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 13,800 $7.35M 0.73% -1,000 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 13,796 $7.35M 4.3% -1,335 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 13,787 $7.34M 1.59% +3,557 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 13,782 $7.34M 3.56% new 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 13,756 $7.33M 2.09% -800 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 13,756 $7.33M 1.71% +972 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 13,746 $7.32M 5.77% -99 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 13,699 $7.3M 0.91% +392 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 13,675 $7.28M 4.85% -895 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,662 $7.28M 0.88% -110 13F-HR/A Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 13,633 $7.26M 0.75% -124 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 13,626 $7.26M 0.81% -330 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 13,608 $7.25M 0.51% -7,513 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,599 $7.24M 0.66% -5,106 13F-HR/A Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,585 $7.23M 0.02% -582 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 13,581 $7.23M 0.36% -644 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,524 $7.2M 0.74% +129 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 13,521 $7.2M 1.38% -1,090 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 13,522 $7.2M 4.34% +64 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 13,519 $7.2M 2.37% +11,342 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 13,514 $7.2M 2.3% -155 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 13,506 $7.19M 0.86% +1,011 13F-HR Timeline ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 13,500 $7.19M 0.08% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 13,491 $7.19M 0.91% +495 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 13,491 $7.19M 1.05% +1,365 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 13,490 $7.18M 3.05% -455 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 13,481 $7.18M 2.13% -895 13F-HR Timeline Clayton Partners LLC More: the full row for Clayton Partners LLC 13,473 $7.18M 6.24% -1,872 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,438 $7.16M 2.21% -32 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,429 $7.15M -1,485 Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 13,418 $7.15M 5.64% -2,248 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 13,413 $7.14M 1.64% -137 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 13,412 $7.14M 0.28% -455 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 13,411 $7.14M 0.87% -1,100 13F-HR Timeline RK Asset Management, LLC More: the full row for RK Asset Management, LLC 13,382 $7.13M 6.58% -471 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 13,352 $7.11M 0.46% +457 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 13,349 $7.11M 6.7% +856 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 13,340 $7.1M 0.71% +115 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 13,320 $7.09M 2.21% -1,217 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 13,317 $7.09M 1.25% -335 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 13,257 $7.06M 4.11% +576 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 14,354 $7.04M 1.73% +266 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 13,172 $7.02M 3.41% +673 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 13,131 $6.99M 0.24% +1,324 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 13,111 $6.98M 2.88% +130 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 13,057 $6.95M 3.51% -1,004 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 13,051 $6.95M 5.05% -654 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 13,031 $6.94M 1.5% +64 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 12,936 $6.89M 0.07% -450 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 12,934 $6.89M 4.27% 0 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 12,920 $6.88M 3.73% 0 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 13,430 $6.87M 1.74% -512 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 12,908 $6.87M 2.22% +7 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 12,900 $6.87M 0.88% 0 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 12,899 $6.87M 2.85% -1,740 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 12,840 $6.84M 0.53% +8,793 13F-HR Timeline Group Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 12,820 $6.83M 3.53% -62 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 12,819 $6.83M 0.35% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,810 $6.82M 0.46% +5 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 12,777 $6.81M 2.31% -123 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 12,754 $6.79M 1.24% -839 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 12,744 $6.79M 1.19% -30 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 12,712 $6.79M 0.59% +422 13F-HR Timeline Group Dodge & Cox More: the full row for Dodge & Cox 12,740 $6.79M <0.01% +37 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,734 $6.78M 0.66% +222 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 12,716 $6.77M 0.78% +14 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 12,695 $6.76M 4.04% +588 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 12,665 $6.75M 0.65% -57 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 12,665 $6.74M 0.44% +2,610 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 12,647 $6.74M 2.2% -450 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 12,643 $6.73M 3.6% -289 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 12,628 $6.73M 1.5% +301 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 12,605 $6.71M 1.97% -261 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 12,596 $6.71M 2.62% +1,108 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 12,581 $6.7M 1.63% -654 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 12,527 $6.67M 0.47% +1,289 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 12,500 $6.66M 0.05% +600 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 12,724 $6.65M 3.3% +105 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 12,468 $6.64M 2.46% +1,204 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 12,453 $6.63M 6.11% +466 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 12,451 $6.63M 1.75% +1,755 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 12,441 $6.63M 1.92% +923 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 12,432 $6.62M 1.51% +285 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,430 $6.62M 0.71% new 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 12,424 $6.62M 2.18% -864 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 12,418 $6.61M 0.5% -11,886 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 12,402 $6.61M 3.6% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,393 $6.6M 0.59% +1,296 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 12,381 $6.59M 0.27% -339 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 12,375 $6.59M 3.91% +1,350 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 12,343 $6.57M 2.36% -2,339 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 12,340 $6.57M 0.9% +97 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 12,340 $6.57M 0.61% -1,535 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 12,362 $6.56M 2.7% +57 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 12,309 $6.56M 3.24% -200 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,292 $6.55M 0.36% -227 13F-HR/A Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 12,291 $6.55M 1.46% +170 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 12,277 $6.54M 0.88% +176 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 12,270 $6.53M 0.23% -12,381 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 12,267 $6.53M 1.26% -296 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 12,245 $6.52M 0.8% +1,399 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 12,245 $6.52M 0.38% +7,317 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 12,240 $6.52M 1.71% +26 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,227 $6.51M 0.47% +2,241 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 12,209 $6.5M 5.79% +1,791 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 12,208 $6.5M 0.56% -509 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 12,195 $6.49M 0.69% -297 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 12,137 $6.46M 3.68% -77 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 12,037 $6.41M 2.9% -240 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 12,036 $6.41M 2.25% -45 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,033 $6.41M 0.21% +395 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 12,008 $6.4M 1.21% +1,142 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,992 $6.39M 0.5% +1,333 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 11,962 $6.37M 1.07% +1,988 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 11,916 $6.35M 2.36% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 11,916 $6.35M 1.23% +397 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 11,908 $6.34M 0.35% +442 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 11,904 $6.34M 1.43% -2,920 13F-HR/A Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 11,899 $6.34M 0.1% -5,418 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 11,894 $6.33M 1.72% +454 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 11,843 $6.31M 6.45% -1,721 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 11,822 $6.3M 0.91% -13,916 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 11,822 $6.3M 0.17% -712 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. DRW Securities, LLC More: the full row for DRW Securities, LLC 11,815 $6.29M 0.53% -8,531 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 11,801 $6.28M 1.72% -284 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,794 $6.28M 1.52% +2,059 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11,791 $6.28M 0.78% +200 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 11,785 $6.28M 1.78% -50 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 11,783 $6.28M 0.22% -46 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,777 $6.27M 0.2% +934 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 11,775 $6.27M 1.87% +101 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 11,738 $6.25M 1.73% -2,084 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. 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