Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 20,290 $3.6M 2.15% -795 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 20,288 $3.6M 0.24% +6,266 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 20,261 $3.59M 0.79% +260 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 20,260 $3.59M 0.54% -126 13F-HR Timeline Group Clayton Partners LLC More: the full row for Clayton Partners LLC 20,178 $3.58M 3.01% -2,047 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 20,150 $3.57M 1.5% -31 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 20,120 $3.57M 0.22% -1,096 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 20,114 $3.57M 0.35% -2,251 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 20,087 $3.56M 0.77% -90 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 20,080 $3.56M 3.42% -4,000 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 20,054 $3.56M 0.31% -431 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 20,046 $3.56M 0.42% +4,023 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 20,029 $3.55M 0.68% +3,506 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 20,000 $3.55M 0.2% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 20,000 $3.55M 0.58% 0 13F-HR Timeline Perseverance Asset Management Internati… in group Perseverance Asset Management… More: the full row for Perseverance Asset Management International 20,000 $3.55M 0.89% -80,000 13F-HR Timeline Group TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 19,998 $3.55M 1.22% -70 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 19,993 $3.55M 1.23% +940 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 19,905 $3.53M 0.25% +5,130 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 19,884 $3.53M 0.85% -185 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 19,881 $3.53M 2.79% +2 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 19,815 $3.51M 2.5% -990 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 19,813 $3.51M 1.15% +232 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 19,795 $3.51M 1.05% +3,224 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 19,654 $3.5M 0.5% +664 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 19,749 $3.5M 0.61% -224 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 19,709 $3.5M 1.37% +12,052 13F-HR/A Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 19,707 $3.5M 1.11% +6,328 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 19,694 $3.49M 1.62% -1,800 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 19,681 $3.49M 0.37% -138 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 19,626 $3.48M 2.39% +3,284 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 19,618 $3.48M 0.18% +255 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 19,595 $3.48M 1.78% +1,138 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 19,592 $3.48M 0.4% +375 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 19,553 $3.47M 1.23% +529 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 19,560 $3.47M 1.71% -1,453 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 19,488 $3.46M 0.64% +241 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 19,460 $3.45M 1.2% +50 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 19,437 $3.45M 3.42% -5,455 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 19,413 $3.44M 0.01% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 19,413 $3.44M 0.43% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 19,360 $3.43M 0.34% +73 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 19,333 $3.43M 0.65% +2,785 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 19,266 $3.42M 0.75% -124 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 19,248 $3.41M 0.89% +80 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 19,189 $3.4M 0.42% -1,595 13F-HR/A Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 19,177 $3.4M -465 Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 19,157 $3.4M 2.45% +350 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 19,147 $3.4M 0.25% +1,528 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 19,092 $3.39M 1.17% -148 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 19,095 $3.39M 0.13% 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 19,050 $3.38M 0.85% +7,846 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 19,040 $3.38M 0.77% -160 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 19,038 $3.38M 1% +163 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 19,026 $3.38M 0.13% +65 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 19,015 $3.37M 1.44% +86 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 18,992 $3.37M 0.43% +4 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 18,978 $3.37M 2.02% -97 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 18,973 $3.37M 0.54% +205 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 18,950 $3.36M 1.22% -43 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 18,903 $3.35M 0.07% -5,952 13F-HR Timeline Group Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 18,896 $3.35M 1.36% +263 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 18,863 $3.35M 0.44% +1,435 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,847 $3.34M 0.22% -1,204 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 18,798 $3.33M 3.2% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 18,790 $3.33M 0.16% -2,997 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 18,780 $3.33M 0.08% -1,737 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 18,720 $3.32M 2.15% -619 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 18,673 $3.31M 0.36% -1,728 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 18,603 $3.3M 0.59% +2,036 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 18,562 $3.29M 0.52% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 18,530 $3.29M 0.52% +4,413 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 18,527 $3.29M 0.7% +6,422 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 18,500 $3.28M 3.28% -950 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 18,612 $3.28M 1.94% +7,293 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 18,413 $3.27M 2.46% 0 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 18,396 $3.26M 0.9% -2,161 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 18,353 $3.26M 1.23% -197 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 18,352 $3.26M 0.23% +1,363 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 18,323 $3.25M 0.19% -9 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 18,274 $3.24M 0.28% +298 13F-HR/A Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 18,273 $3.24M 1.4% -202 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 18,243 $3.24M 0.51% +2,400 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 18,235 $3.23M 1.52% +1,859 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 18,228 $3.23M 2.39% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 18,217 $3.23M 0.99% -458 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 18,194 $3.23M 0.57% +8,971 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 18,192 $3.23M 1.03% new 13F-HR Timeline City State Bank More: the full row for City State Bank 18,169 $3.22M 1.01% +660 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 18,167 $3.22M 0.3% +146 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 18,141 $3.22M 0.42% -1,729 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 18,114 $3.22M 0.48% +975 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 18,128 $3.21M 1.18% -1,407 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 17,763 $3.21M 1.13% +793 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 18,068 $3.21M 0.51% -1,140 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 17,993 $3.19M 0.3% +445 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 17,983 $3.19M 0.3% -820 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 17,645 $3.19M 0.57% +47 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 17,845 $3.16M 1.77% -3,385 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 17,822 $3.16M 0.41% +86 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 17,793 $3.16M 1.34% -2,167 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 17,762 $3.15M 0.99% -4,744 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 17,737 $3.15M 1.35% +3,539 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 17,728 $3.14M 2.98% -238 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 17,713 $3.14M 1.14% +69 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 17,699 $3.14M 1.61% +283 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 17,676 $3.14M 0.42% -2,757 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 17,677 $3.13M 0.02% -525 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 17,660 $3.13M 0.18% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 17,630 $3.13M 0.77% -372 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 17,585 $3.12M 1.4% +230 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 17,585 $3.12M 0.48% -30 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 17,524 $3.11M 0.61% -51 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 17,519 $3.11M 0.81% -50 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 17,495 $3.1M 0.37% +1,400 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 17,472 $3.1M 0.35% +60 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 17,469 $3.1M 0.38% -1,399 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 17,375 $3.08M 0.3% +2,807 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 17,336 $3.08M 0.65% -19 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 17,314 $3.07M 1.55% -2,410 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 17,091 $3.07M 0.24% +4,884 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 17,286 $3.07M 0.55% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 17,263 $3.06M 0.96% -18 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 17,244 $3.06M 0.94% -160 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 17,224 $3.06M 1.12% -641 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 17,219 $3.05M 0.37% -1,733 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 17,217 $3.05M +3,046 Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 17,185 $3.05M 0.29% -57,980 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 17,175 $3.05M 2.43% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 17,162 $3.04M 0.46% +260 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 17,159 $3.04M 0.04% +533 13F-HR Timeline Group Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 17,156 $3.04M 1.76% +735 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 17,120 $3.04M 1.94% -10,273 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 17,115 $3.04M 0.37% -216 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 16,685 $3.03M 0.5% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 17,053 $3.02M 0.25% +9,414 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 17,045 $3.02M 0.12% -45 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17,020 $3.02M 0.26% +1,513 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 17,020 $3.02M 0.65% -100 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 17,007 $3.02M 0.26% -322 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 16,964 $3.01M 0.21% -1,004 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 16,904 $3M 0.49% +224 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 16,900 $3M 1.3% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 16,898 $3M 0.77% -150 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 16,879 $2.99M 1.19% +1,202 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 16,820 $2.98M 0.94% -60 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 16,783 $2.98M 1.7% +30 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 16,770 $2.97M 1.47% -1,726 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 16,737 $2.97M 0.27% +581 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 16,729 $2.97M 0.38% -536 13F-HR Timeline Pacifica Capital Investments, LLC More: the full row for Pacifica Capital Investments, LLC 16,721 $2.97M 0.87% -2,415 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 16,713 $2.96M 0.32% +2,487 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 16,713 $2.96M 0.52% -550 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 16,710 $2.96M 2.17% -12,844 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 16,696 $2.96M 0.08% +7,095 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 16,691 $2.96M 0.31% -620 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 16,685 $2.96M 0.09% -551 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 16,681 $2.96M 0.13% -220 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 16,677 $2.96M 1.6% +504 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 16,663 $2.96M 0.58% 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 18,918 $2.96M 0.63% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 16,645 $2.95M 2.54% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 16,634 $2.95M 1.25% -75 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 16,612 $2.95M 0.33% -463 13F-HR Timeline Bedel Financial Consulting, Inc. 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More: the full row for Guild Investment Management, Inc. 16,038 $2.85M 2.47% +85 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 16,016 $2.84M 0.19% -9 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 16,005 $2.84M 0.39% 0 13F-HR Timeline Group Flavin Financial Services, Inc. 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