MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 2,549 $1.67M 0.96% -198 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,547 $1.66M 0.12% +357 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 2,540 $1.66M 0.26% 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,524 $1.65M 0.31% -592 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,522 $1.65M 0.11% +133 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,517 $1.65M 1.35% +254 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 2,507 $1.64M 0.32% 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 2,498 $1.63M +368 Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,496 $1.63M 0.17% +797 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,496 $1.63M 0.03% -1 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,483 $1.62M 0.29% -17 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,470 $1.61M 0.1% +223 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,467 $1.61M 0.03% +179 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,463 $1.61M 0.04% -103 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,463 $1.61M 0.06% -15 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,461 $1.61M 0.07% +186 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,455 $1.6M <0.01% +464 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,453 $1.6M 0.46% +26 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,452 $1.6M 0.08% +107 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 2,432 $1.59M <0.01% -1,514 13F-HR Timeline Group FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,421 $1.58M 0.16% -25 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,414 $1.58M 0.06% -255 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 2,412 $1.58M 1.28% 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,410 $1.58M 0.02% -120 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,406 $1.57M 0.24% -45 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,403 $1.57M 0.06% -20 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 2,402 $1.57M 0.75% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,397 $1.57M 0.02% +33 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 2,393 $1.56M 0.26% +195 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,393 $1.56M 0.22% new 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 2,388 $1.56M 0.69% +133 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,388 $1.56M 0.12% +63 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,377 $1.55M 0.07% -17 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,373 $1.55M 0.46% -124 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,258 $1.55M 0.02% +80 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,370 $1.55M 0.81% +66 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,369 $1.55M 0.02% -1,685 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,368 $1.55M 0.06% +133 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,359 $1.54M 0.08% -156 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,356 $1.54M 0.24% -1,948 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,354 $1.54M 0.1% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,351 $1.54M 0.11% -233 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,348 $1.53M 0.35% -59 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 2,341 $1.53M 0.19% +19 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,337 $1.53M 0.17% +6 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 2,336 $1.53M 0.12% +1,516 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,331 $1.52M 0.21% +69 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 2,324 $1.52M 0.19% -1,657 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,313 $1.51M 0.08% +324 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,302 $1.5M 0.08% +4 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 2,300 $1.5M 2.2% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 2,298 $1.5M 1.09% -28 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,297 $1.5M 0.08% +117 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 2,290 $1.5M 0.26% 0 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,284 $1.49M 0.34% new 13F-HR Timeline TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 2,281 $1.49M 0.02% -378 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,281 $1.49M 0.5% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,267 $1.48M 0.55% +1,722 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 2,255 $1.47M 0.43% +22 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,250 $1.47M 0.23% +150 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,232 $1.46M 0.03% +171 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,230 $1.46M 0.25% -201 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,228 $1.46M 0.6% -177 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,225 $1.45M 0.04% -1,018 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,225 $1.45M 0.41% 0 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 2,217 $1.45M 0.39% +712 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,216 $1.45M 0.16% +1,683 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,195 $1.43M 0.1% -133 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,191 $1.43M 0.02% +1,545 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,188 $1.43M 0.02% +171 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,184 $1.43M 0.05% +1,120 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 2,184 $1.43M 0.17% +1,100 13F-HR Timeline Group Parkwood LLC More: the full row for Parkwood LLC 2,178 $1.42M 0.12% new 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 2,175 $1.42M 0.91% -125 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,171 $1.42M 0.05% +141 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,169 $1.42M 0.08% 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,167 $1.42M 0.06% -15 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,166 $1.42M 0.38% -50 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,163 $1.41M 0.03% +307 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,199 $1.41M 0.12% +1,203 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 2,150 $1.41M 0.47% -170 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,150 $1.41M 0.33% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 2,139 $1.4M 0.62% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,136 $1.4M 0.11% +8 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,124 $1.39M 0.13% +14 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,119 $1.38M 0.83% -6 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,112 $1.38M 0.77% -130 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,027 $1.38M 0.48% +1 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 2,106 $1.38M 0.46% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,105 $1.38M 0.02% +10 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,101 $1.37M 0.28% -2 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 2,100 $1.37M 0.42% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,080 $1.36M 0.07% +69 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 2,069 $1.35M 0.66% -145 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,068 $1.35M 0.04% -62 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,064 $1.35M 0.45% 0 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 2,062 $1.35M 1.22% 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,051 $1.34M 0.88% +34 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,050 $1.34M 0.02% +971 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,037 $1.33M 0.86% +25 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 2,036 $1.33M 0.9% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,029 $1.33M 0.12% -265 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 2,029 $1.33M 0.84% -208 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,016 $1.32M 0.72% +75 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,013 $1.32M 0.73% 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,998 $1.31M 0.29% +1 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,998 $1.31M 0.06% -243 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 1,997 $1.31M 0.61% 0 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 1,994 $1.3M 0.15% -1,442 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,985 $1.3M 0.16% +52 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,984 $1.3M 0.05% +15 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,981 $1.29M 0.3% -10,322 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,980 $1.29M 0.29% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,977 $1.29M 0.35% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,974 $1.29M 0.29% -236 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,968 $1.29M 0.05% -239 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,966 $1.28M 0.58% +60 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,965 $1.28M 0.02% +73 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,965 $1.28M 0.07% +647 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,956 $1.28M 0.08% +451 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,956 $1.28M 0.01% +184 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,944 $1.27M 1.12% 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 1,935 $1.26M 0.62% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,933 $1.26M 0.08% +202 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,931 $1.26M 0.39% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,926 $1.26M 0.05% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,925 $1.26M 0.03% -42 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,916 $1.25M 0.06% +561 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,915 $1.25M 0.02% -97 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,913 $1.25M 0.25% +548 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,910 $1.25M 0.11% -18 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,909 $1.25M 0.72% +55 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,907 $1.25M 0.81% +4 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,904 $1.24M 0.16% +143 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,899 $1.24M 0.31% -68 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,895 $1.24M 0.25% +27 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,891 $1.24M 0.08% +199 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,889 $1.23M 0.19% +272 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,887 $1.23M 0.08% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,884 $1.23M 0.07% +99 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,877 $1.23M 0.22% -51 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,876 $1.23M 0.02% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,863 $1.22M 0.04% +883 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,872 $1.22M 0.07% -427 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,862 $1.22M 0.2% +154 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,861 $1.22M 0.15% 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,856 $1.21M 0.59% +415 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,854 $1.21M 0.17% -38 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 1,850 $1.21M 0.07% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,846 $1.21M 0.02% +191 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 1,840 $1.2M 0.14% +474 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,837 $1.2M 0.67% +535 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,832 $1.2M 0.13% -2 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,831 $1.2M 0.05% +823 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,829 $1.2M 0.12% +26 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,825 $1.19M 0.07% -56 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,825 $1.19M 0.64% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,686 $1.19M 0.84% -1,316 13F-HR/A Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,820 $1.19M 0.13% +238 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,820 $1.19M 0.35% +1,144 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,819 $1.19M 0.25% +140 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,819 $1.19M 0.25% 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 1,818 $1.19M 0.61% 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 1,812 $1.18M 0.66% 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,810 $1.18M 0.55% new 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,810 $1.18M 0.1% -649 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 1,804 $1.18M 0.81% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,803 $1.18M 0.08% +819 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 1,800 $1.18M 0.13% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,796 $1.17M 0.1% +227 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,794 $1.17M 0.07% -8 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,793 $1.17M 0.22% +177 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,792 $1.17M 0.07% -959 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,788 $1.17M 0.09% -22 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,784 $1.17M 0.98% -52 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,783 $1.17M 0.32% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,778 $1.16M 0.23% +56 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,777 $1.16M 0.04% +213 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,776 $1.16M 0.36% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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