SOL Capital Management CO More: the full row for SOL Capital Management CO 4,358 $3.99M 0.44% -500 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,355 $3.99M 1.73% -20 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,353 $3.99M 0.51% +42 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 4,350 $3.99M 0.71% +20 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 4,340 $3.98M 0.26% -204 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 4,338 $3.97M 3.27% 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,324 $3.96M 0.2% +118 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 4,319 $3.96M 0.24% -2,000 13F-HR Timeline Group BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,297 $3.94M 0.8% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,284 $3.93M 0.42% -12 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 4,283 $3.92M 1.12% +152 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,283 $3.92M 0.87% -350 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 4,283 $3.92M 1.79% +73 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,279 $3.92M 0.47% +1,256 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 4,278 $3.92M 2.16% -127 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,270 $3.91M 0.72% -10 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,266 $3.91M 0.76% -36 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 4,265 $3.91M 1.88% -3,552 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,264 $3.91M 0.84% 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 4,262 $3.91M 3.51% 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 4,260 $3.9M 1.33% 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,242 $3.89M 0.25% +204 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,242 $3.89M 1% +663 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,237 $3.88M 0.22% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,235 $3.88M 0.36% +249 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,215 $3.86M 1% -50 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,211 $3.86M 0.28% +319 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 4,205 $3.85M 2.01% -55 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 4,198 $3.85M 2.78% +6 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 4,192 $3.84M 3.56% 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 4,192 $3.84M 2.87% -75 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 4,191 $3.84M 0.99% +37 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,187 $3.84M 0.14% -3,225 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,187 $3.84M 0.33% +1,273 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,180 $3.83M 0.38% +104 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,178 $3.83M 0.54% -80 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 4,178 $3.83M 2.39% 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,163 $3.81M 1.53% +2,274 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,159 $3.81M 2.53% -40 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,152 $3.8M 0.5% -326 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,144 $3.8M 1.12% +159 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,136 $3.79M 1% +100 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,129 $3.78M 0.16% +112 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,129 $3.78M 0.41% -42 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 4,121 $3.78M 1.22% +329 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,112 $3.77M 0.29% +1,340 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 4,111 $3.77M 2.35% -70 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,108 $3.76M 1.03% -35 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 4,107 $3.76M 0.72% -55 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 4,107 $3.76M 1.6% -10 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,100 $3.76M 0.76% +1,371 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,097 $3.75M 1.44% +23 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 4,085 $3.74M 1.38% -3 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 4,085 $3.74M 2.65% +31 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,082 $3.74M 0.25% +128 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 3,579 $3.73M 2.76% +19 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 4,073 $3.73M 2.61% +10 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,072 $3.73M +2,066 Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,068 $3.73M 0.56% 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 4,058 $3.72M 2.71% 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 4,057 $3.72M 1.55% +169 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,042 $3.7M 0.39% -87 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,034 $3.7M 0.81% -10 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,035 $3.7M 0.84% -56 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,029 $3.69M 1.82% -132 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,013 $3.68M 0.23% +9 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,012 $3.68M 1.07% +607 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,009 $3.67M 0.44% -153 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 4,000 $3.67M 0.46% new 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 3,986 $3.65M 1.2% +34 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 3,966 $3.63M 3.32% +6 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,962 $3.63M 0.07% +694 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,941 $3.61M 2.12% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,913 $3.59M 0.32% +284 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,896 $3.57M 0.35% +1 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,893 $3.57M 0.72% +73 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,881 $3.56M 1.08% +224 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 3,876 $3.55M 0.88% -122 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,859 $3.54M 0.76% 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 3,859 $3.54M 1.66% +927 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 3,852 $3.53M 0.74% +22 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,841 $3.52M 0.35% +1,561 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 3,833 $3.51M 1.4% -200 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 3,831 $3.51M 1.22% -200 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,828 $3.51M 0.1% +5 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,825 $3.5M 0.62% 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 3,804 $3.49M +3 Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,799 $3.48M 0.16% +44 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 3,335 $3.48M 0.78% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,794 $3.48M 0.9% -138 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,789 $3.47M 0.36% -102 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,780 $3.46M 0.46% +164 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,779 $3.46M 0.41% -78 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 3,773 $3.46M 0.21% +20 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,769 $3.45M 0.45% -3 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,767 $3.45M 0.23% -206 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,762 $3.45M 0.51% +111 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 3,756 $3.44M 0.9% +837 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 3,750 $3.44M 0.83% -109 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 3,737 $3.42M 1.13% +4 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,730 $3.42M 1.72% -240 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 3,725 $3.41M 1.58% -91 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,724 $3.41M 0.36% +339 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 3,723 $3.41M 0.62% -37 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 3,719 $3.41M 2.53% +21 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,710 $3.4M 0.13% -42 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,708 $3.4M 1.69% +11 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,707 $3.4M 1.88% +170 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,704 $3.39M 1.03% -42 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 3,699 $3.39M 0.06% -613 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 3,697 $3.39M 2.16% +48 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,694 $3.38M 0.56% -87 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,679 $3.37M 0.19% +59 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,678 $3.37M 0.14% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,676 $3.37M 0.14% +643 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 3,671 $3.36M 1.36% +148 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,670 $3.36M 0.13% -192 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 3,669 $3.36M 0.33% -30 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,668 $3.36M 1.36% -57 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,660 $3.35M 0.46% -3,500 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 3,628 $3.35M 1.95% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,650 $3.34M 1.52% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,647 $3.34M 1.39% +145 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 3,645 $3.34M 2.55% -37 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 3,643 $3.34M 1.52% -52 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,632 $3.33M 2.48% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 3,615 $3.31M 0.22% -36 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 3,608 $3.31M 2.36% 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,606 $3.3M 1.31% -22 13F-HR/A Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,591 $3.29M 1.35% -42 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,578 $3.29M 0.08% +912 13F-HR Timeline Group O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 3,586 $3.29M 1.07% -114 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,584 $3.28M 0.16% +91 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 3,583 $3.28M 1.02% +4 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,577 $3.28M 0.76% +106 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,564 $3.27M 0.01% +724 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 3,560 $3.26M 0.74% -14 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,559 $3.26M 0.78% +14 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,556 $3.26M 0.29% +94 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,555 $3.26M 1.71% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,547 $3.25M 0.89% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 3,541 $3.24M 2.59% 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 3,538 $3.24M 0.63% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,532 $3.24M 1.25% -3 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,532 $3.24M 0.34% +339 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,526 $3.23M 0.39% -20 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 3,515 $3.22M 0.35% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,510 $3.22M 0.92% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 3,483 $3.21M 0.1% +411 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,502 $3.21M 0.19% +132 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,499 $3.21M 0.66% +123 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 3,499 $3.21M 2.41% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,488 $3.2M 1.23% +10 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 1,371 $3.19M 3.44% 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 3,485 $3.19M 0.63% -215 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,483 $3.19M 2.84% 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,483 $3.19M 2.55% +9 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 3,477 $3.19M 1.66% -50 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,474 $3.18M 0.05% +171 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,467 $3.18M 1.84% -11 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,462 $3.17M 2.81% -34 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,457 $3.17M 0.99% -19 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,455 $3.17M 0.06% -1,766 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,437 $3.16M 0.44% +11 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 3,452 $3.16M 2.29% 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,451 $3.16M 1.82% 0 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,444 $3.16M 0.38% +2,410 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,436 $3.15M 0.48% +29 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 3,428 $3.14M 0.9% +3 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 3,423 $3.14M 1.61% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,422 $3.14M 1.85% 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 3,422 $3.14M 1.95% +74 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,415 $3.14M 0.43% +1,108 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,421 $3.13M 1.54% -26 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,410 $3.12M 1.72% 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 3,461 $3.11M 1.6% -31 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,387 $3.1M 0.74% +583 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,378 $3.1M -296 Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,376 $3.09M 2.36% +25 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,373 $3.09M 0.75% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,372 $3.09M 0.24% -38 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,371 $3.09M 0.23% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,362 $3.08M 0.12% +310 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,360 $3.08M 0.25% +336 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,360 $3.08M 1.21% -171 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,356 $3.08M 0.67% 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,354 $3.07M 1.72% -1,241 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 3,353 $3.07M 2% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,347 $3.07M 0.37% +71 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,329 $3.05M 0.62% +27 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,328 $3.05M 0.92% +30 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,309 $3.03M 0.27% -100 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,285 $3.03M 0.52% +8 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 3,304 $3.03M 0.05% -1,447 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 3,301 $3.02M 1.74% +133 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,301 $3.02M 0.34% -98 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,300 $3.02M 0.23% new 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 3,298 $3.02M 1.83% -6 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,294 $3.02M 0.78% +259 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,293 $3.02M 0.9% -30 13F-HR Timeline