Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 10,042 $1.57M 0.24% +2 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 10,040 $1.57M 0.87% +1,222 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,039 $1.57M 0.53% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 10,016 $1.56M 0.19% +31 13F-HR Timeline SCOGGIN MANAGEMENT LP in group SCOGGIN MANAGEMENT LP More: the full row for SCOGGIN MANAGEMENT LP 10,000 $1.56M 0.77% +2,500 13F-HR Timeline Group Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 10,000 $1.56M 0.37% new 13F-HR/A Timeline Group Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 10,000 $1.56M 1.72% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 9,993 $1.56M 0.26% -800 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 9,987 $1.56M 0.38% +263 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 9,963 $1.56M 0.91% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 9,959 $1.56M 0.78% -30 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,955 $1.56M 0.3% -262 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 9,924 $1.55M 0.83% +1,116 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 9,907 $1.55M 0.75% +609 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 9,899 $1.55M 0.53% +4,556 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 9,896 $1.55M 0.11% +358 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 9,891 $1.55M 0.35% -255 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,890 $1.55M 0.61% -929 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,888 $1.54M 0.13% -60,549 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 9,870 $1.54M 0.44% -401 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 9,870 $1.54M 0.55% -134 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 9,866 $1.54M 0.07% -40 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 9,859 $1.54M 1% +367 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 9,827 $1.54M 0.82% -828 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 9,822 $1.53M 0.45% -164 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 9,820 $1.53M 0.33% -357 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 9,802 $1.53M 1.35% +1,030 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 9,771 $1.53M 0.28% +259 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 9,760 $1.52M 0.35% +4,746 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 9,759 $1.52M 0.49% -9 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 9,732 $1.52M 0.46% -123 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 9,730 $1.52M 0.85% +480 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 9,730 $1.52M 0.64% -25 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 9,725 $1.52M 0.37% -380 13F-HR/A Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 507,576 $1.52M 0.36% +500,931 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,718 $1.52M 0.33% +170 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 9,715 $1.52M 0.34% +40 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 9,691 $1.51M 0.3% +818 13F-HR Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 9,689 $1.51M 2.14% -912 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 9,685 $1.51M 0.41% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 9,684 $1.51M 0.46% +123 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 9,672 $1.51M 0.86% +193 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 9,674 $1.51M 0.77% +275 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 9,667 $1.51M 0.43% +195 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 9,650 $1.51M 0.33% -3,561 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 9,604 $1.5M 0.85% +204 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,601 $1.5M 0.05% -21,084 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 9,695 $1.5M 0.99% new 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 9,580 $1.5M 1.62% +468 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 7,440 $1.49M 0.62% +2,075 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 9,546 $1.49M 0.29% -745 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 9,540 $1.49M 0.51% +172 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,531 $1.49M 0.19% +3,920 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 9,213 $1.49M 0.42% +444 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 9,500 $1.48M 0.21% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 9,499 $1.48M 0.51% -752 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,483 $1.48M 0.19% +590 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 9,472 $1.48M 0.29% +742 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 9,456 $1.48M 0.29% -25 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 9,455 $1.48M 0.41% +286 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 9,452 $1.48M 0.04% +1,339 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 9,446 $1.48M 0.54% -233 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 9,440 $1.47M 0.51% -1,081 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 9,428 $1.47M 1.07% -495 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 9,409 $1.47M 0.09% +354 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,401 $1.47M 0.28% +1,835 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 9,400 $1.47M 0.36% -6,169 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 9,794 $1.47M 0.69% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 9,369 $1.46M 0.41% -3,848 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,368 $1.46M 0.12% +920 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 9,365 $1.46M 0.03% -565 13F-HR Timeline Group Montis Financial, LLC More: the full row for Montis Financial, LLC 9,365 $1.46M 0.43% -267 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9,336 $1.46M 0.48% +58 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 9,320 $1.46M 0.53% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 9,316 $1.46M 0.99% -28 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 9,302 $1.45M 0.38% -59 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 9,272 $1.45M 0.69% +41 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 9,270 $1.45M 0.17% +2,860 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,267 $1.45M 0.2% +599 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 9,264 $1.45M 0.26% -28 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 9,259 $1.45M 0.01% -383 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 9,250 $1.45M 0.9% -500 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 9,247 $1.44M 0.07% -1,234 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 9,244 $1.44M 0.07% -7 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 9,225 $1.44M 1.35% -180 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 9,223 $1.44M 0.27% -4 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 9,208 $1.44M 0.05% -2,425 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 9,192 $1.44M 0.05% +191 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 9,175 $1.43M 0.42% +51 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 9,174 $1.43M 1.37% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 9,166 $1.43M 0.67% new 13F-HR Timeline Group Corundum Group, Inc. More: the full row for Corundum Group, Inc. 9,153 $1.43M 0.69% -1,154 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 9,150 $1.43M 1.21% +781 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 9,140 $1.43M 1.04% +5 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 9,118 $1.42M 0.28% -823 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,107 $1.42M 0.74% -412 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 9,100 $1.42M 1.15% -200 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 9,099 $1.42M 0.49% -36 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 9,096 $1.42M 0.11% +5,096 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 9,089 $1.42M 0.4% +290 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 9,069 $1.42M 0.44% -1,946 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 9,047 $1.41M 1.28% -229 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 9,038 $1.41M 0.19% +118 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 9,034 $1.41M 0.64% +246 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 9,015 $1.41M 0.8% +2,259 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 9,000 $1.41M 0.05% +1,000 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 8,998 $1.41M 0.48% +7,198 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 8,975 $1.4M 0.83% -143 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8,956 $1.4M 0.18% -24 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 8,936 $1.4M 0.79% +74 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,935 $1.4M 0.21% -238 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 8,928 $1.39M 1.09% +85 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 8,920 $1.39M 1.06% -261 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,918 $1.39M 0.26% +1,845 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 8,915 $1.39M 1.5% -222 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 8,877 $1.39M 0.36% +619 13F-HR/A Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 8,873 $1.39M 0.17% +19 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 8,819 $1.38M 0.41% +2 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 8,815 $1.38M 0.14% +464 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 8,815 $1.38M 0.36% +172 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 8,804 $1.38M 0.62% +403 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 8,806 $1.38M 0.51% +1,309 13F-HR Timeline Group GS Investments, Inc. More: the full row for GS Investments, Inc. 8,805 $1.38M 0.65% -560 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 8,788 $1.37M 0.36% -35 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 8,788 $1.37M 0.33% +1 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 8,776 $1.37M 0.21% -43 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 8,770 $1.37M 0.16% +2,305 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 8,762 $1.37M 1.14% -1,672 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 8,760 $1.37M 0.15% +666 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 8,752 $1.37M 0.29% -1,802 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 8,740 $1.37M 0.24% -98 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 8,739 $1.37M 0.56% -21 13F-HR Timeline MOTCO More: the full row for MOTCO 8,729 $1.36M 0.14% -11 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 8,723 $1.36M 0.23% -146 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 8,719 $1.36M 0.87% -99 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 8,721 $1.36M 0.16% -315 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 8,685 $1.36M 0.25% +699 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,684 $1.36M 0.33% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,684 $1.36M 0.37% -183 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 8,660 $1.35M 1.5% -100 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 8,659 $1.35M 0.26% -383 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 8,630 $1.35M 0.15% -440 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 8,623 $1.35M 0.44% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 8,600 $1.34M 0.23% +55 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,600 $1.34M 1.09% 0 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 8,597 $1.34M 0.34% -626 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 7,507 $1.34M 4.95% +4,744 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 8,589 $1.34M 0.53% -28 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 8,580 $1.34M 0.3% +39 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 8,565 $1.34M 0.93% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,571 $1.34M 0.32% +1,203 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 8,573 $1.34M 0.32% -686 13F-HR/A Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 8,562 $1.34M 0.11% -48 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 8,553 $1.34M 0.33% +919 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 8,553 $1.34M 1.07% -636 13F-HR/A Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 8,550 $1.34M 0.27% +400 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 8,542 $1.33M 0.34% -60 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 8,513 $1.33M 0.33% +106 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 8,502 $1.33M 0.99% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 8,488 $1.33M 0.13% +2,004 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,487 $1.33M 0.54% +80 13F-HR Timeline EPACRIA CAPITAL PARTNERS, LLC More: the full row for EPACRIA CAPITAL PARTNERS, LLC 8,487 $1.33M 1.08% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 8,481 $1.32M 0.13% -145 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 8,460 $1.32M 0.2% +495 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 8,449 $1.32M 0.88% -175 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 8,438 $1.32M 0.2% +99 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,433 $1.32M 0.14% +236 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 8,430 $1.32M 0.6% -25 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 8,427 $1.32M 0.58% +303 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 8,422 $1.32M 0.42% +17 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 8,412 $1.31M 0.68% +2,702 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 8,411 $1.31M 0.19% -16 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 8,379 $1.31M 0.08% -253 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 8,069 $1.31M 0.64% +500 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 8,370 $1.31M 0.28% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,361 $1.31M 0.45% -124 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 8,341 $1.3M 0.92% +331 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 8,165 $1.3M 0.1% +114 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 8,314 $1.3M 0.38% -858 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 8,310 $1.3M 1.19% 0 13F-HR/A Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 8,288 $1.29M 0.08% +85 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 8,281 $1.29M 0.37% +109 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 8,270 $1.29M 0.17% -150 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 8,263 $1.29M 0.92% -341 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 8,234 $1.29M 0.97% +303 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 8,219 $1.28M 1.06% -2,275 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 8,208 $1.28M 0.29% -287 13F-HR/A Timeline Advisory Resource Group More: the full row for Advisory Resource Group 8,187 $1.28M 0.26% +630 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 8,183 $1.28M 0.13% -356 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Permanens Capital L.P. More: the full row for Permanens Capital L.P. 8,170 $1.28M 0.23% +2,114 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,168 $1.28M 0.09% -606 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 8,166 $1.28M 0.53% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 8,160 $1.27M 0.41% 0 13F-HR/A Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 8,160 $1.27M 0.48% +51 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 8,159 $1.27M 0.69% -163 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 8,150 $1.27M 0.99% +382 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 8,148 $1.27M 0.3% -8 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 8,098 $1.27M 0.76% -375 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 8,095 $1.26M 0.93% -91 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 8,074 $1.26M 0.43% -276 13F-HR Timeline