Penbrook Management LLC More: the full row for Penbrook Management LLC 82,340 $1.49M 1.12% -1,125 13F-HR/A Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 80,936 $1.47M 0.25% +4,756 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 80,640 $1.46M 1.11% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 80,626 $1.46M 0.07% 0 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 79,438 $1.44M 1.04% -377 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 78,877 $1.43M 0.26% -3,157 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 78,832 $1.43M 0.28% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 78,459 $1.42M 0.08% -1,327 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 78,059 $1.42M 0.1% +30,167 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 77,933 $1.41M 0.05% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 77,773 $1.41M 0.65% +306 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 77,665 $1.41M 0.02% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 77,639 $1.41M 0.2% -143,920 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 77,107 $1.4M 0.11% +824 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 76,601 $1.39M 0.03% +31,094 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 76,223 $1.38M 0.02% +17,779 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 75,013 $1.36M 0.1% +54,856 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 75,000 $1.36M 0.29% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 74,621 $1.35M 0.61% -1,478 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 73,371 $1.33M 0.1% -31,478 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 73,225 $1.33M 0.81% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 73,112 $1.33M 0.08% +3,040 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 72,805 $1.32M 0.21% +43,080 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 72,723 $1.32M 0.06% +16,037 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 72,276 $1.31M 0.14% +2,555 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 72,263 $1.31M 0.86% +264 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 71,851 $1.3M 0.1% -23,900 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 70,000 $1.27M 0.17% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 69,928 $1.27M 0.2% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 69,256 $1.26M 0.04% -7,759 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 68,968 $1.25M 0.31% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 68,724 $1.25M 0.23% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 68,319 $1.24M 0.12% +15,210 13F-HR Timeline Bard Financial Services, Inc. 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More: the full row for Cullen/Frost Bankers, Inc. 68,099 $1.23M 0.02% +40 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 68,064 $1.23M 0.03% +24,424 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 67,909 $1.23M 0.32% -222 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 67,868 $1.23M 0.19% +35,191 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 66,800 $1.21M 0.97% -1,000 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 66,510 $1.21M 0.02% -2,638 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 66,500 $1.21M 0.09% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 66,479 $1.21M 0.04% -874 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 65,870 $1.19M 0.68% -19,644 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 65,000 $1.18M 0.46% -11,200 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 64,775 $1.17M 0.41% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 64,247 $1.16M 0.02% +6,066 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 64,000 $1.16M 0.29% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 63,900 $1.16M 0.16% -500 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 63,525 $1.15M 0.33% -1,500 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 63,466 $1.15M 0.16% +900 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Argent Advisors, Inc. 62,468 $1.13M 0.35% +200 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 61,962 $1.12M 0.27% -23,236 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 61,628 $1.12M 0.21% +15,523 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 61,077 $1.11M 0.06% +403 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 60,486 $1.1M 0.21% +9,450 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 60,189 $1.09M 0.05% +1,176 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 60,157 $1.09M 0.23% +3,330 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 60,131 $1.09M 0.22% -12 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 60,098 $1.09M 0.86% -564 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 60,000 $1.09M 0.29% -3,700 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 59,537 $1.08M 0.01% +7,252 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 59,190 $1.07M 0.2% +34 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 59,141 $1.07M 0.11% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 58,741 $1.06M 0.18% new 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 58,016 $1.05M 0.34% -51,199 13F-HR Timeline Sullivan Wood Capital Management LLC More: the full row for Sullivan Wood Capital Management LLC 57,776 $1.05M 2.18% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 57,703 $1.05M 0.38% +11,922 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 57,686 $1.05M 0.58% +1,563 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 57,529 $1.04M <0.01% -49,567 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 57,198 $1.04M 0.44% +11,188 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 57,133 $1.04M 0.3% +8,596 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 56,100 $1.02M 0.09% +23,300 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 55,656 $1.01M 0.03% +7,239 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 55,616 $1.01M 0.05% +14 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 55,488 $1.01M 0.69% +2,080 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 54,985 $997K 0.62% -50,372 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 54,725 $992K 0.01% +4,873 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 54,090 $981K 0.38% +285 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 53,802 $975K 0.04% -31,180 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 53,446 $969K 0.07% new 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 53,077 $962K 0.11% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 52,821 $959K 0.07% +1,013 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 52,904 $959K <0.01% +29,141 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 51,983 $942K 0.27% -8,693 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 51,816 $939K 0.06% +15,065 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 51,538 $934K 0.01% -4,142 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 51,534 $934K 0.02% -1,447 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 51,401 $932K <0.01% -25 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 51,325 $931K 0.09% -17 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 51,318 $930K 0.05% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 50,919 $923K 0.01% +2,700 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 50,874 $922K 0.76% +6,700 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 50,692 $919K 0.15% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 50,273 $911K 0.15% +13 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 50,300 $911K 0.21% -3,560 13F-HR/A Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 50,104 $908K 0.16% +3,722 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 49,924 $905K 0.77% -6,500 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 49,857 $904K 0.01% -555 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 49,756 $902K 0.03% +14,750 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 49,610 $899K 0.12% +888 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 49,209 $892K 0.37% +35,029 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 49,051 $889K 0.04% -1,000 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 48,914 $887K 0.69% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 48,598 $881K 0.03% +1,500 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 47,985 $870K 0.08% +170 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 47,839 $867K 0.2% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 47,469 $861K 0.06% +45 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 47,403 $859K 0.05% +1,163 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 47,401 $859K 0.24% -791 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 47,300 $858K 0.03% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 47,034 $853K 0.14% +1,000 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 47,027 $853K 0.08% -1,090 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 48,732 $850K 0.14% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 46,685 $846K 0.14% +9,948 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 46,620 $845K 0.06% +1,215 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 46,475 $843K 0.1% +2,623 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 46,467 $842K 0.08% -3,468 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 46,138 $836K 0.43% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 46,084 $836K 0.52% +1,618 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 46,075 $835K <0.01% -4,560 13F-HR/A Timeline Group CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 46,036 $835K 0.73% -625 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 45,958 $833K 0.2% +415 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 45,864 $832K 0.01% new 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 45,594 $827K 0.24% +3,704 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 45,500 $825K 0.35% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 44,734 $811K 0.39% -2,995 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 44,629 $809K 0.01% -16,348 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 44,529 $807K 0.03% +6,444 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 44,004 $798K 0.06% +8,069 13F-HR Timeline Waterfront Wealth Inc. 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More: the full row for MMBG INVESTMENT ADVISORS CO. 41,905 $760K 0.08% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 41,522 $753K 0.16% -3,500 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 41,468 $752K 0.04% -134 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 41,402 $751K 0.06% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 41,960 $749K 0.07% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 41,302 $749K 0.22% 0 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 41,204 $747K 0.17% +6,224 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 41,167 $746K 0.06% new 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 41,086 $745K 0.27% -24,763 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 40,778 $739K 0.01% +1,711 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 40,713 $738K 0.09% +6,000 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 40,602 $736K 0.08% +3,052 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 40,369 $732K 0.22% +435 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 40,315 $731K 0.05% new 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 39,845 $723K 0.01% +565 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 39,840 $722K 0.06% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 39,543 $717K 0.06% +2,000 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 39,418 $715K 0.02% +4,216 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 39,297 $712K -36,523 Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 39,192 $711K 0.02% -1,274 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 38,941 $706K 0.02% +2,512 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 38,889 $705K 0.05% +51 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 38,826 $704K 0.05% +855 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 38,572 $699K 0.21% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 38,504 $698K 0.05% +3,404 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 38,465 $697K 0.09% +7,436 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 38,431 $697K 0.24% +890 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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