L & S Advisors Inc More: the full row for L & S Advisors Inc 5,788 $5.47M 0.68% -2,387 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,771 $5.46M 0.61% -642 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,770 $5.46M 0.74% -7 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,758 $5.45M 1.04% +488 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 5,757 $5.44M 2.26% +5,513 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 5,748 $5.44M 1.49% -44 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,737 $5.43M 0.56% +543 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 5,735 $5.42M 1.76% -393 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 5,632 $5.41M -3,006 Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,718 $5.41M 1.05% +232 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 5,715 $5.4M 2.62% -345 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,701 $5.39M 0.4% +622 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,693 $5.38M 0.7% -76 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 5,690 $5.38M 1.66% -49 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 5,689 $5.38M 1.2% -569 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,684 $5.38M 0.61% +3,363 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,684 $5.38M 1.23% -377 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,672 $5.36M 0.79% +241 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,671 $5.36M 2.9% +215 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,655 $5.35M 0.56% -37 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,423 $5.33M 0.3% +3,255 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,630 $5.32M 0.69% +22 13F-HR Timeline United Bank More: the full row for United Bank 5,611 $5.31M 2.19% -830 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 5,610 $5.31M 1.51% -186 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 5,581 $5.28M 2.88% -68 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,564 $5.26M 2.14% -37 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 5,561 $5.26M 0.7% +299 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,545 $5.24M 0.37% -190 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 5,541 $5.24M 1.48% -32 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,532 $5.23M 0.51% -144 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,526 $5.23M 0.42% -144 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 5,519 $5.22M 0.53% +69 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,501 $5.2M 0.21% +47 13F-HR Timeline Group X-Square Capital, LLC More: the full row for X-Square Capital, LLC 5,498 $5.2M 2.24% +151 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,478 $5.18M 0.53% +269 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,470 $5.17M 0.42% +155 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,466 $5.17M 4.34% -69 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,457 $5.16M 0.09% -79 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,442 $5.15M 0.63% +66 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 5,437 $5.14M 0.88% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 5,435 $5.14M 1.31% +417 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,429 $5.13M 3.36% -218 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 5,416 $5.12M 2.91% +138 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 5,414 $5.12M 2.64% -113 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,410 $5.12M 0.53% +484 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 5,408 $5.12M 0.47% +253 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 5,407 $5.11M 2.08% +72 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,399 $5.11M 0.4% +160 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 5,372 $5.08M 1.41% -1,140 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,372 $5.08M 2.42% -281 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,372 $5.08M 0.47% +102 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,359 $5.07M 0.16% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,358 $5.07M 0.35% -151 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 5,354 $5.06M 0.57% +1,630 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,349 $5.06M 1.65% -52 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 5,343 $5.05M 4.68% -18 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,335 $5.05M 0.22% -21 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,312 $5.02M 0.37% +158 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 5,295 $5.01M 1.3% -75 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 5,295 $5.01M 2.88% -56 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 5,294 $5.01M 1.87% +343 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 5,290 $5M 1.44% -953 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 5,288 $5M 3.34% -55 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 5,277 $4.99M 2.6% -337 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 5,269 $4.98M 4.54% 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 5,212 $4.97M 1.99% -89 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 5,257 $4.97M 1.38% -861 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,256 $4.97M 0.79% +123 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 5,241 $4.96M 2.16% -55 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,238 $4.95M 2.43% -83 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 5,223 $4.94M 0.76% -462 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,206 $4.92M 0.22% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 5,203 $4.92M 0.1% -345 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 5,199 $4.92M 0.37% -12 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,193 $4.91M 1.17% -159 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,193 $4.91M 0.32% +16 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,190 $4.91M 0.47% +589 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,172 $4.89M 0.38% +142 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 5,164 $4.88M 0.86% +531 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,155 $4.88M 0.12% +1,700 13F-HR Timeline Group Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 5,154 $4.87M 2.59% +219 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 5,153 $4.87M 0.45% +100 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,147 $4.87M 0.29% -367 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,145 $4.87M 0.08% +229 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 5,140 $4.86M 0.48% +112 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,112 $4.86M +1,734 Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 5,136 $4.86M 1.24% -36 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 5,127 $4.85M 1.97% +49 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 5,113 $4.84M 4.58% -376 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,097 $4.82M 0.64% +234 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 5,089 $4.81M 0.07% +179 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,070 $4.8M 0.45% -387 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 5,057 $4.78M 1.33% -123 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,054 $4.78M 2.53% -28 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 5,038 $4.76M 2.24% -196 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 5,016 $4.74M 1.18% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,015 $4.74M 1% -102 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,004 $4.73M 2.35% +641 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 5,000 $4.73M 0.08% 0 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 5,000 $4.73M 1.11% 0 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 4,988 $4.72M 3.59% +413 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,974 $4.71M 0.79% +874 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,961 $4.69M 1.25% +282 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,952 $4.68M 0.61% -7,341 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,942 $4.67M 0.62% +111 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,940 $4.67M 1.37% +245 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,932 $4.66M 0.25% -43 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,931 $4.66M 0.6% +578 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,928 $4.66M 4.97% -20 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 4,924 $4.66M 3.96% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,911 $4.64M 0.9% -449 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 4,903 $4.64M 3.81% -426 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,900 $4.63M 1.12% -1,455 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,900 $4.63M 1.94% +87 13F-HR Timeline KADENSA CAPITAL Ltd More: the full row for KADENSA CAPITAL Ltd 4,899 $4.63M 0.57% new 13F-HR Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 4,858 $4.59M 0.58% -171 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,857 $4.59M 0.16% -74 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 4,837 $4.57M 2.99% +352 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,820 $4.56M 0.82% -17 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,818 $4.56M 0.13% +369 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 4,814 $4.55M 0.31% -370 13F-HR Timeline Group LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 4,811 $4.55M 1% -1,369 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 4,805 $4.54M 1.2% -120 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,794 $4.53M 0.48% +8 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,794 $4.53M 2.61% +19 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 4,786 $4.53M 5.41% -121 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,784 $4.52M 0.79% -114 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,775 $4.52M 0.07% -17 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 4,774 $4.52M 1.95% +491 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,720 $4.46M 0.23% +1,633 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 4,715 $4.46M 1.18% +309 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 4,702 $4.45M 0.94% -17 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 4,700 $4.45M 4.94% +200 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,690 $4.44M 1.07% -134 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,682 $4.43M 0.9% -222 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,678 $4.42M 0.9% -452 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,662 $4.41M 0.27% -35 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 4,658 $4.41M 2.5% +34 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,652 $4.4M 2.07% -480 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,638 $4.39M 1.54% +4 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 4,637 $4.39M 0.05% -760 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,634 $4.38M 0.48% +276 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 4,629 $4.38M 3.73% +54 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 4,616 $4.37M 1.54% -218 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,605 $4.36M 0.99% -18 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,599 $4.35M 2% -8 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,352 $4.35M 0.85% +318 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 4,590 $4.34M 1.81% +134 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,561 $4.31M 1.02% +297 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 4,552 $4.31M 1.38% -76 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 4,552 $4.31M 1.32% -443 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 4,503 $4.3M 1.46% -403 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 4,543 $4.3M 3.62% -662 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,530 $4.29M +458 Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 4,536 $4.29M 1.88% -9 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,536 $4.29M 0.53% -4 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 4,527 $4.28M 3.05% -199 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 4,526 $4.28M 3.94% +1,955 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 4,525 $4.28M 2.37% +1,364 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 4,520 $4.27M 0.25% -42,378 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,518 $4.27M 0.29% -89 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,508 $4.26M 0.42% +328 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 4,500 $4.26M 3.77% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,500 $4.26M 0.92% +1,235 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,498 $4.25M 0.05% +2,880 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,405 $4.25M 0.22% +81 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 4,484 $4.24M 0.98% -104 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,484 $4.24M 0.4% +249 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 4,480 $4.24M 3.65% +35 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 4,463 $4.22M 2.5% +390 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,462 $4.22M 0.79% -76 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,460 $4.22M 0.45% +176 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 4,456 $4.21M 1.46% +335 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,444 $4.2M 1.58% +37 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 4,439 $4.2M 3.64% +177 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 4,431 $4.19M 0.58% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,430 $4.19M 0.44% +388 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 4,421 $4.18M 0.95% -39 13F-HR Timeline Skye Global Management LP More: the full row for Skye Global Management LP 4,400 $4.16M 0.11% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,393 $4.15M 0.35% +16 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,392 $4.15M 0.8% +13 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,379 $4.14M 1.83% +1,527 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,377 $4.14M 1% +135 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 4,374 $4.14M 2.17% +169 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,372 $4.13M 1.46% -5 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,364 $4.13M 0.14% -996 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 4,363 $4.13M 2.85% -1,191 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,363 $4.13M 1.76% +8 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 4,362 $4.13M 0.06% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,359 $4.12M 2% -123 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,356 $4.12M 0.71% -265 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 4,350 $4.11M 0.1% -1,220 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,335 $4.1M 0.23% +833 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,334 $4.1M 0.86% +37 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,332 $4.1M 0.19% +533 13F-HR Timeline Traynor Capital Management, Inc. 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