SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 20,857 $3.98M 0.59% +36 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 20,753 $3.95M 1.98% -59 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 20,665 $3.94M 0.36% +1,427 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 20,623 $3.93M 2.75% +166 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 20,616 $3.93M 0.16% -2,291 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 20,614 $3.93M 1.72% -40 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 20,510 $3.91M 0.12% +1,240 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 20,500 $3.9M 0.26% -25 13F-HR Timeline Group Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 20,500 $3.9M 3.97% -2,200 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 20,500 $3.9M 1% +1,500 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 20,430 $3.89M 0.15% -172 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 20,391 $3.88M 0.29% +18,619 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 20,368 $3.88M 0.24% +1,516 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 20,285 $3.86M 0.72% +1 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 20,257 $3.86M 0.51% -159 13F-HR Timeline HARBERT FUND ADVISORS, LLC More: the full row for HARBERT FUND ADVISORS, LLC 20,250 $3.86M 3.35% -12,250 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 20,221 $3.85M 0.07% +1,833 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 20,180 $3.84M 2.44% 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 20,150 $3.84M 1.53% 0 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 20,050 $3.82M 1.33% -260 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 20,038 $3.82M 2.24% +1,258 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 20,012 $3.81M 0.39% -1,100 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 20,001 $3.81M 0.84% -15 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 20,000 $3.81M 0.6% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 19,980 $3.81M 0.23% -1,780 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 19,979 $3.8M 1.02% +536 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 19,255 $3.8M 2.58% +61 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 19,960 $3.8M 0.91% -4,112 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 19,938 $3.8M 0.23% +1,361 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 19,918 $3.79M 1.39% 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 19,917 $3.79M 0.6% +12 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 19,912 $3.79M 3.02% -119 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 19,880 $3.79M 1.98% +5 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 19,808 $3.77M 0.19% +1,013 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 19,769 $3.76M 0.31% -5,099 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 19,742 $3.76M -1,253 Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 19,724 $3.76M 2.01% -540 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 20,440 $3.75M 2.36% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 19,559 $3.72M 0.29% +1,073 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 19,559 $3.72M 0.07% +6,033 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 19,519 $3.72M 0.23% +2,327 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 19,497 $3.71M 1.5% +65 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 19,077 $3.71M 0.91% +795 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 19,453 $3.7M 0.61% -168 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 19,442 $3.7M 2.53% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 19,436 $3.7M 0.9% +515 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 19,413 $3.7M 0.01% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 19,410 $3.7M 1.36% +400 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 21,666 $3.69M 2.73% -178 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 19,387 $3.69M 1.19% -359 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 19,383 $3.69M 1.67% -300 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 19,360 $3.69M 0.84% -10 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 19,350 $3.69M 1.71% -21,428 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 19,335 $3.68M 0.79% +559 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 19,296 $3.67M 3.36% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 19,253 $3.67M 0.44% +661 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 19,235 $3.66M 0.52% -925 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 19,235 $3.66M 0.29% +894 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 19,235 $3.66M 2.55% -313 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 19,213 $3.66M 0.48% -300 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 19,213 $3.66M 0.32% +1,057 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 19,192 $3.65M 1.23% -254 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 19,181 $3.65M 0.72% +1,001 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 19,172 $3.65M 1.2% 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 19,131 $3.64M 2.94% -126 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 19,086 $3.63M 0.21% +1,075 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 19,079 $3.63M 1.75% -305 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 19,064 $3.63M 0.23% -21,908 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 19,028 $3.62M 0.97% +20 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 19,011 $3.62M 0.38% -227 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 19,008 $3.62M 1.49% 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 19,001 $3.62M 0.01% +3,856 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 18,995 $3.62M 1.31% +76 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 19,000 $3.62M 0.44% 0 13F-HR Timeline Group CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 18,993 $3.62M 1.39% -182 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 18,990 $3.62M 3.02% -703 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 18,988 $3.62M 0.16% +2,421 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 18,958 $3.61M 0.15% +4,724 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 18,946 $3.61M 1.56% +115 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 18,918 $3.6M 0.76% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 18,917 $3.6M 1.18% +47 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 18,861 $3.59M 0.55% +3,370 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 18,855 $3.59M 1.3% -259 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 18,816 $3.58M 2.05% -2,100 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 18,809 $3.58M 2.37% +1,127 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 18,807 $3.58M 3.03% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,708 $3.56M 0.3% -1,014 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 18,685 $3.56M 1.56% -20 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 18,644 $3.55M 0.56% +11,358 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 18,631 $3.55M 1.39% +4,993 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 18,601 $3.54M 4.49% -2,712 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 18,580 $3.54M 3.08% 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 18,580 $3.54M 0.48% -5,030 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 18,551 $3.53M 0.81% +125 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 18,547 $3.53M 0.65% -110 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 18,537 $3.53M 0.96% +3,274 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 18,535 $3.53M 0.78% -535 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 18,519 $3.53M 0.09% -1,488 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 18,321 $3.49M 0.96% +136 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 18,312 $3.49M 0.76% -2,535 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 18,303 $3.49M 0.98% +1,588 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 18,292 $3.48M 0.86% +304 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 18,230 $3.47M 0.7% -44 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 18,228 $3.47M 2.91% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 18,207 $3.47M 0.15% -477 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 18,187 $3.46M 0.81% 0 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 18,151 $3.46M 1.53% -1,307 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 17,920 $3.45M 0.59% +128 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 18,105 $3.45M 0.53% -1,130 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 18,047 $3.44M 0.89% +92 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 17,783 $3.43M 0.71% +228 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 20,788 $3.43M 1.17% -175 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 17,998 $3.43M 0.84% -97 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 17,994 $3.43M 0.55% +1,058 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 17,948 $3.42M 1% -141 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 17,942 $3.42M 0.96% +3,930 13F-HR Timeline BRANT POINT INVESTMENT MANAGEMENT LLC More: the full row for BRANT POINT INVESTMENT MANAGEMENT LLC 17,940 $3.42M 0.81% +3,000 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 17,940 $3.42M 0.27% +426 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 17,900 $3.41M 2.24% -30 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 17,795 $3.39M 0.36% +3,622 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 17,793 $3.39M 0.74% -1,805 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 17,779 $3.39M 0.32% -469 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 17,766 $3.38M 3.77% -226 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 17,760 $3.38M 0.13% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 17,745 $3.38M 0.49% +353 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 17,729 $3.38M 1.65% -71 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 17,687 $3.37M 0.7% +312 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 17,669 $3.36M 0.3% +82 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 17,660 $3.36M 0.17% 0 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 17,750 $3.36M 0.08% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 17,619 $3.36M 1.44% -771 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 17,611 $3.35M 0.96% +57 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 17,606 $3.35M 0.75% +108 13F-HR/A Timeline Balefire, LLC More: the full row for Balefire, LLC 17,587 $3.35M 1.15% -663 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 17,544 $3.35M 0.48% 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 17,569 $3.35M 0.51% +275 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 17,524 $3.34M 0.11% +3,067 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 17,510 $3.33M 1.34% -73,727 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 17,474 $3.33M 0.76% -184 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 17,440 $3.32M 0.57% -535 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 17,425 $3.32M 1.08% -1,095 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 17,423 $3.32M 0.42% -500 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 17,416 $3.32M 1.85% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 17,406 $3.31M 0.04% -843 13F-HR Timeline Group KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 17,371 $3.31M 0.38% -262 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 17,328 $3.3M 1.16% +57 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 17,307 $3.3M 1.4% +12 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 17,286 $3.29M 0.65% -155 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 17,236 $3.28M 0.36% -64 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 17,200 $3.28M 0.81% -31,700 13F-HR Timeline LB Partners LLC More: the full row for LB Partners LLC 17,200 $3.28M 2.46% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 17,179 $3.27M 0.41% -153 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 17,176 $3.27M 0.9% +3,887 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 17,163 $3.27M 0.61% -445 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 17,122 $3.26M 0.45% +766 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 17,120 $3.26M 0.15% -106 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 17,105 $3.26M 0.13% -40 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 15,913 $3.25M 1.98% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 17,074 $3.25M -400 Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 17,043 $3.25M 0.73% -12 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 17,029 $3.24M 0.27% +953 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 17,025 $3.24M 2.57% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 17,022 $3.24M 1.61% +437 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 16,992 $3.24M 0.13% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 16,989 $3.24M 0.25% +78 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 16,951 $3.23M 1% +11,297 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 16,697 $3.23M 1.4% 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 16,685 $3.22M 0.56% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 16,917 $3.22M 1% +206 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 16,900 $3.22M 1.36% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 16,880 $3.21M 0.89% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 16,874 $3.21M 2.62% -33 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 16,851 $3.21M 1% +182 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 16,582 $3.21M 0.45% +18 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 16,758 $3.19M 0.87% +658 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 16,746 $3.19M 0.42% +1,042 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 16,730 $3.19M +2,359 Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 16,729 $3.19M 0.31% +1,017 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 16,725 $3.19M 2.43% -1,150 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 16,715 $3.18M 1.28% +734 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 16,692 $3.18M 3.02% 13F-HR/A Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 16,688 $3.18M 1.93% +20 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 16,674 $3.18M 0.22% -339 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 16,667 $3.17M 0.91% 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 16,640 $3.17M 1.62% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 16,630 $3.17M 0.73% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 16,617 $3.16M 0.41% +17 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 16,596 $3.16M 2.41% -735 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 16,594 $3.16M 0.47% -6,376 13F-HR/A Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 16,605 $3.15M 1.54% +732 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 16,549 $3.15M 1.09% -120 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 16,547 $3.15M 1.61% -1,360 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 16,542 $3.15M 0.68% -480 13F-HR Timeline 111 Capital More: the full row for 111 Capital 16,522 $3.15M 0.66% 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 16,280 $3.14M 2.19% +80 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 16,500 $3.14M 0.54% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 16,471 $3.14M 0.44% +24 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 16,464 $3.14M 0.63% -121 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 16,159 $3.13M 0.48% -318 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 16,430 $3.13M 1.53% -1,769 13F-HR Timeline