Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 20,525 $5M 0.31% +2,173 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 20,522 $5M 0.1% +1,619 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 20,505 $4.99M 2.08% -525 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 20,500 $4.99M 1.09% 0 13F-HR/A Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 20,475 $4.99M 0.97% +70 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 20,450 $4.98M 2.67% -915 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 20,431 $4.98M 0.46% +317 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 20,417 $4.97M 0.52% -247 13F-HR Timeline City State Bank More: the full row for City State Bank 20,386 $4.97M 1.43% +2,217 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 20,383 $4.96M 1.05% +122 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 20,377 $4.96M 0.71% +1,847 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 20,374 $4.96M 0 Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 20,272 $4.94M 3.31% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,222 $4.93M 0.41% -316 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 20,187 $4.92M 0.19% -1,263 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 20,150 $4.91M 1.88% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 20,143 $4.91M 1% +56 13F-HR Timeline Clayton Partners LLC More: the full row for Clayton Partners LLC 20,136 $4.9M 3.72% -42 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 20,080 $4.89M 4.01% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 20,014 $4.87M 1.51% +16 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 20,011 $4.87M <0.01% -56,330 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 20,000 $4.87M 0.27% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 20,000 $4.87M 0.75% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 19,982 $4.87M 0.33% +835 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 19,916 $4.85M 0.45% +556 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 19,857 $4.84M 0.64% +18,310 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 19,822 $4.83M 3.1% +7 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 19,820 $4.83M 3.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 27,192 $4.82M 0.4% -1,199 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 19,759 $4.81M 3.45% -122 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 19,737 $4.81M 0.68% -12 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 19,709 $4.8M 2.31% +114 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 19,700 $4.8M 0.46% +18,300 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 19,661 $4.79M 0.26% -459 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 19,658 $4.79M 0.23% +40 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 19,643 $4.78M 2.85% +17 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 19,636 $4.78M 1.97% +1,401 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 19,605 $4.77M 0.78% -892 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 19,560 $4.76M 2.15% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 19,558 $4.76M 0.37% -12,061 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 19,558 $4.76M 1.51% +5 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 19,542 $4.76M 0.51% -50 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 19,502 $4.75M 2.17% +1,803 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 19,496 $4.75M 0.28% +2,311 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 19,753 $4.74M 0.39% -3,513 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Garner Asset Management Corp More: the full row for Garner Asset Management Corp 19,414 $4.73M 1.91% -280 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 19,360 $4.72M 0.47% -18,570 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 17,616 $4.7M 0.43% +525 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 19,302 $4.7M 1.73% -405 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 19,290 $4.7M 3.93% +4,485 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 19,198 $4.68M 0.45% +525 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 19,174 $4.67M 3.85% 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 19,136 $4.66M 0.59% -545 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 19,136 $4.66M 0.78% -2,903 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 19,105 $4.65M 0.59% -549 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 19,093 $4.65M 0.9% -173 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 19,080 $4.65M 1.56% -120,155 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 19,069 $4.64M 1.05% -815 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 19,045 $4.64M 1.25% +7 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 19,034 $4.64M 1.54% +84 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 19,016 $4.63M 1.12% -232 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 18,990 $4.62M 0.95% -50 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 18,983 $4.62M 1.47% -109 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 18,960 $4.62M 2.24% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 18,937 $4.61M 1.71% +41 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 18,931 $4.61M 1.08% -4,373 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 18,920 $4.61M 1.89% -95 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 18,920 $4.61M 0.16% -106 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 18,917 $4.61M 0.82% -1 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 18,886 $4.6M 0.7% -87 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 18,868 $4.6M 0.9% +2,684 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 18,861 $4.59M 0.65% +793 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 18,826 $4.59M 0.8% -1,503 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 18,798 $4.58M 4.47% 0 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 18,786 $4.58M 2.65% -192 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 16,942 $4.57M 0.94% +4,681 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 18,744 $4.57M 0.16% +5,108 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 18,721 $4.56M 0.39% +2,008 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 18,718 $4.56M 0.53% -145 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 18,709 $4.55M 0.63% +595 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 18,662 $4.55M 0.32% -56,692 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 18,604 $4.53M 0.75% +1 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 18,602 $4.53M 2.55% -4,340 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 18,589 $4.53M 0.88% -2,440 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 18,576 $4.52M 2.56% -144 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 18,478 $4.5M 0.9% 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 18,450 $4.49M 4.06% -50 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 18,432 $4.49M 1.54% +79 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 18,399 $4.48M 0.53% -790 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 18,396 $4.48M 1.08% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 18,386 $4.48M 0.53% -606 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 18,241 $4.44M 0.44% +7,251 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 18,235 $4.44M 1.67% +10,461 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 18,216 $4.44M -3,046 Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,210 $4.43M 0.25% -637 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 18,190 $4.43M 0.36% +3,750 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 18,149 $4.42M 0.33% -4,246 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 18,091 $4.41M 1.29% -126 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 18,025 $4.39M 0.38% +650 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 18,000 $4.38M 3.75% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 17,997 $4.38M 0.35% +14 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 17,979 $4.38M 1.48% +216 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 17,955 $4.37M +1,467 Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 17,919 $4.36M 0.52% +97 13F-HR Timeline Castle Hook Partners LP More: the full row for Castle Hook Partners LP 17,897 $4.36M 0.07% -278,228 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 17,807 $4.34M 1.12% -7,957 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 17,763 $4.33M 0.53% -1,650 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 17,760 $4.33M 0.47% +291 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 17,703 $4.31M 0.45% +231 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 17,689 $4.31M 1.17% -18,117 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 17,661 $4.3M 0.86% 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 17,660 $4.3M 0.21% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 17,659 $4.3M 0.49% -482 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 17,651 $4.3M 0.84% -5,451 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 17,619 $4.29M 0.12% +934 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 17,613 $4.29M 0.41% +2,337 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 17,595 $4.29M 0.03% -82 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 17,548 $4.27M 1.47% -580 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 17,515 $4.27M 1.7% -278 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 17,515 $4.27M 0.62% -70 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 17,488 $4.26M 0.93% -142 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 17,468 $4.25M 0.79% -56 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 17,464 $4.25M 2.95% 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 17,464 $4.25M 1.38% -249 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 17,460 $4.25M 1.23% -2,000 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 17,412 $4.24M 0.45% +193 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 17,390 $4.24M 1.77% +1,420 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 17,387 $4.23M 0.89% -1,140 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 17,373 $4.23M 0.4% +1,115 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 16,006 $4.22M 3.46% +3,000 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 16,793 $4.22M 0.7% -852 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 17,337 $4.22M 0.82% +1 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 17,323 $4.22M 1.83% -950 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 17,285 $4.21M 0.5% -391 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 17,276 $4.21M 1.78% -309 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 17,263 $4.2M 0.25% +299 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 17,235 $4.2M 1.95% -79 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 17,234 $4.2M 0.61% new 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 17,230 $4.2M 2.85% -1,927 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 17,220 $4.19M 2.98% +1,220 13F-HR/A Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 17,208 $4.19M 0.27% -2,697 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 17,207 $4.19M 0.33% -1,067 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 17,175 $4.18M 3.21% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 17,149 $4.18M 0.59% -13 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 17,125 $4.17M 1.2% -138 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 17,101 $4.16M 1.18% +503 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 17,069 $4.16M 1.36% -155 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 17,034 $4.15M 0.37% +985 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 17,028 $4.15M 3.76% -700 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 17,019 $4.14M 1.1% -500 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 16,997 $4.14M 2.84% -1,416 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 16,980 $4.13M 0.17% -65 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 16,973 $4.13M 0.56% +1,795 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 16,968 $4.13M 0.61% +64 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 16,955 $4.13M 2.15% -165 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 16,955 $4.13M 0.2% -2,140 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 16,913 $4.12M 1.41% 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 16,910 $4.12M 0.84% -110 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 16,900 $4.12M 1.62% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16,889 $4.11M 0.34% -131 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 23,120 $4.1M 3.52% -3,080 13F-HR/A Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 16,750 $4.09M 0.48% +21 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 16,806 $4.09M 1.42% -4,369 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 16,805 $4.09M 0.14% -4,723 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 16,790 $4.09M 1.22% -30 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 16,776 $4.09M 0.46% -339 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 16,763 $4.08M 0.7% +4,595 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 16,744 $4.08M 3.26% -2,693 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 16,743 $4.08M 2.09% -40 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 16,715 $4.07M 2.84% +5 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 16,715 $4.07M 0.47% -780 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 16,689 $4.06M 0.43% +450 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 16,681 $4.06M 0.67% -605 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 16,650 $4.06M 1.77% -120 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 16,645 $4.05M 3.2% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 16,613 $4.05M 0.63% 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 16,605 $4.04M 0.67% +10 13F-HR/A Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 16,603 $4.04M 1.24% -4,693 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 16,593 $4.04M 1.36% +2,015 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 16,685 $4.04M 0.64% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 16,547 $4.03M 0.89% -7,244 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 16,520 $4.02M 1.02% +146 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 16,505 $4.02M 2.13% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 16,500 $4.02M 0.51% -105 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 16,495 $4.02M 0.67% -218 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 16,426 $4M 0.13% +266 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 16,412 $4M 0.4% -279 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 16,396 $3.99M 0.38% +56 13F-HR Timeline Institute for Wealth Management, LLC. 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