17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 11,106 $3.49M 1.81% -38 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 11,105 $3.48M 0.64% -20 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 11,094 $3.48M 1.41% -158 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 11,070 $3.47M 1.95% -1,900 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 11,062 $3.47M 0.52% +6,183 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 11,053 $3.47M 0.37% +125 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 11,043 $3.47M 7.96% +4,505 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 10,752 $3.46M 0.78% +8,057 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 11,025 $3.46M 0.96% -161 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 11,007 $3.45M 1.94% -369 13F-HR/A Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,558 $3.45M 0.39% -6,058 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,002 $3.45M 0.59% -93 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 10,997 $3.45M 1.35% +1,264 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 10,977 $3.44M 1.98% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,957 $3.44M 0.01% +4,060 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 10,951 $3.44M 0.72% +180 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 10,934 $3.43M 1.34% -274 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 10,916 $3.42M 2.25% -2,092 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 10,912 $3.42M 2.67% -153 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 10,903 $3.42M 1.35% 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 10,891 $3.42M 0.21% -151 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 10,842 $3.4M 1.03% -70 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 10,795 $3.39M 0.29% +54 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 10,770 $3.38M 0.37% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 10,769 $3.38M 0.72% +912 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 10,768 $3.38M 0.84% -34,861 13F-HR Timeline Senator Investment Group LP More: the full row for Senator Investment Group LP 10,750 $3.37M 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 10,725 $3.37M 0.59% -258 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 10,725 $3.37M 0.26% +156 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,704 $3.36M 0.83% +615 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 10,702 $3.36M 0.96% +429 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 10,683 $3.35M 0.31% -307 13F-HR Timeline CLG LLC More: the full row for CLG LLC 10,664 $3.35M 0.83% -43 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 10,664 $3.35M 0.59% -30,667 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 10,658 $3.34M 0.28% -235 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 10,648 $3.34M 0.8% -2,852 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 10,639 $3.34M 0.89% 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 10,635 $3.34M 0.36% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,606 $3.33M 0.21% +403 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,601 $3.33M 1.55% -240 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 10,599 $3.33M 0.18% +100 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 10,479 $3.32M 2.08% +29 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 10,588 $3.32M 1.08% -210 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 10,586 $3.32M 1.61% -38 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 10,578 $3.32M 0.88% -608 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 10,577 $3.32M 0.53% +1,069 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 10,570 $3.32M 0.2% -29 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 10,545 $3.31M 2.13% +2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10,532 $3.3M 1.44% -309 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 10,521 $3.3M 0.92% -228 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 10,519 $3.3M 0.73% -142 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 10,511 $3.3M 0.66% +105 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 10,500 $3.3M 0.8% +4,833 13F-HR Timeline COURAGE CAPITAL MANAGEMENT LLC More: the full row for COURAGE CAPITAL MANAGEMENT LLC 10,500 $3.29M 4.55% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 10,492 $3.29M 0.83% -1,454 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 10,477 $3.29M 0.28% -1,404 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 10,445 $3.28M 0.3% -138 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 10,441 $3.28M 0.14% -11 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 10,439 $3.28M 0.47% +243 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,439 $3.28M 0.92% -24 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 10,438 $3.28M 0.11% -2,611 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 10,437 $3.28M 2.51% 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 10,431 $3.27M 0.12% -1,300 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 10,426 $3.27M 0.62% +420 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 10,424 $3.27M 0.83% -200 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 10,423 $3.27M 1.39% +70 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 10,414 $3.27M 0.48% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 10,406 $3.27M 1.06% -89 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10,402 $3.26M 0.2% -4,718 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 10,391 $3.26M 0.9% +38 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 10,383 $3.26M 3.03% -671 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 10,359 $3.25M 0.32% +217 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 10,353 $3.25M 1.83% -2,184 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 10,346 $3.25M 1.3% +510 13F-HR Timeline SaddleRock Capital Management LLC More: the full row for SaddleRock Capital Management LLC 10,334 $3.24M 3.25% 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 10,322 $3.24M 0.1% -992 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 10,312 $3.24M 0.24% -127 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,292 $3.23M 2.25% -554 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 10,280 $3.23M 3.67% -20 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 10,254 $3.22M 0.96% +732 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 10,251 $3.22M 1.37% +3,158 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10,233 $3.21M 0.28% -349 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 10,229 $3.21M 0.64% -1,382 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 10,204 $3.2M 1.11% -135 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 9,248 $3.19M 0.67% -212 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 10,154 $3.19M 1.58% -397 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 10,113 $3.17M 0.74% +56 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 10,113 $3.17M 1.39% -258 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 10,110 $3.17M 0.57% +5,210 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 10,083 $3.16M 1.28% +517 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 10,079 $3.16M 0.37% -558 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 10,068 $3.16M 0.01% 0 13F-HR/A Timeline Broderick Brian C More: the full row for Broderick Brian C 10,055 $3.16M 0.6% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 9,718 $3.15M 0.66% -659 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 10,043 $3.15M 0.06% +738 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 10,037 $3.15M 0.37% +75 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 10,035 $3.15M 0.02% 0 13F-HR Timeline Group SCOGGIN MANAGEMENT LP in group SCOGGIN MANAGEMENT LP More: the full row for SCOGGIN MANAGEMENT LP 10,000 $3.14M 1.17% -2,500 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 9,995 $3.14M 0.4% +2,017 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 9,981 $3.14M 1.63% -101 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 9,990 $3.13M 0.75% +37 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 9,984 $3.13M 0.44% +74 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 9,962 $3.13M 1.13% -68 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 9,513 $3.12M 1.24% -86 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 9,949 $3.12M 2.13% -2,962 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 9,945 $3.12M 0.31% -325 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 9,932 $3.12M 0.94% +175 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 9,930 $3.12M 1.3% -40 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 9,916 $3.11M 3.13% 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 9,894 $3.1M 0.78% +185 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 9,888 $3.1M 0.55% +4,922 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 9,888 $3.1M 0.6% -60 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 9,882 $3.1M 0.54% +1,413 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 17,877 $3.1M 0.87% -959 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 9,863 $3.1M 0.71% +393 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 9,840 $3.09M 0.58% +161 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 9,830 $3.08M 1.12% +266 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 9,829 $3.08M 0.26% +18 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 9,808 $3.08M 1.23% -646 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9,790 $3.07M 0.57% +1,793 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 9,786 $3.07M 2.6% -123 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 9,757 $3.06M 2.5% 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,752 $3.06M 0.33% 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 9,734 $3.05M 0.09% +184 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 9,730 $3.05M 1.08% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 9,717 $3.05M 1.43% -6 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 9,713 $3.05M 0.4% +246 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 9,700 $3.04M 1.33% new 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 9,685 $3.04M 1.78% -1,430 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 9,678 $3.04M 0.62% -446 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 9,668 $3.03M 0.12% -82 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 9,663 $3.03M 2.19% 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,621 $3.02M 0.18% -3,453 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 9,600 $3.01M 0.7% -2,600 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,595 $3.01M 0.34% +1,992 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 9,576 $3M 1.25% -730 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,563 $3M 0.46% -36 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 9,554 $3M 0.06% -274 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 9,517 $2.99M 1.48% -16 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 9,516 $2.99M 1.69% +41 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 9,509 $2.98M 0.58% +304 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 9,507 $2.98M 1.43% -1,653 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 9,500 $2.98M 0.4% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 9,465 $2.97M 0.02% -8,130 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,446 $2.96M 0.6% +918 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,422 $2.96M 0.47% -9 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 9,417 $2.96M 0.7% +300 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 9,399 $2.95M 0.69% -3,750 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 9,392 $2.95M 1.28% +71 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 9,387 $2.95M 1.92% -549 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 9,367 $2.94M 0.68% +373 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 9,363 $2.94M 0.38% new 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 9,339 $2.93M 1.41% -331 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 9,335 $2.93M 1.95% -9,955 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 9,333 $2.93M 0.48% +592 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 9,076 $2.93M 2.21% -129 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 9,322 $2.93M 1.17% -857 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 9,315 $2.92M 3.46% 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 9,310 $2.92M 0.39% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,303 $2.92M 1.12% -141 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 9,300 $2.92M 1.16% -96 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 9,300 $2.92M 1.23% -991 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9,298 $2.92M 0.9% +7,623 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 9,290 $2.92M 0.54% -10 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 9,264 $2.91M 0.23% +5,747 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,259 $2.91M 0.31% +129 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 9,223 $2.89M 0.36% +112 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 9,202 $2.89M 1.77% -1,615 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 9,201 $2.89M 2.04% -899 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 9,186 $2.88M 0.95% -2,395 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 9,173 $2.88M 0.77% +1,340 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 9,161 $2.87M 1.02% +1 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 9,153 $2.87M 1.23% +872 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 9,149 $2.87M 0.95% +1,093 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 9,115 $2.86M 1.45% -858 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 9,100 $2.86M 1.08% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 9,098 $2.85M 1.72% +170 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 9,061 $2.84M 0.46% +261 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9,045 $2.84M 0.32% +156 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,028 $2.83M 0.12% -25 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 9,027 $2.83M 0.52% +303 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 9,019 $2.83M 0.58% +45 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 9,008 $2.83M 0.95% -1,713 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 9,007 $2.83M 0.39% +1,486 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 9,003 $2.83M 2.25% -342 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 9,001 $2.82M 0.04% +2,326 13F-HR Timeline Group Blue Capital, Inc. More: the full row for Blue Capital, Inc. 8,997 $2.82M 2.01% new 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 8,995 $2.82M 0.07% -445 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 8,990 $2.82M 2.06% +54 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 8,992 $2.82M 0.78% -449 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 8,740 $2.82M 0.7% 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,973 $2.82M 0.82% -196 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 8,973 $2.82M 1.8% -200 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 8,965 $2.81M 0.17% -262 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 8,962 $2.81M 0.15% -206 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 8,957 $2.81M 0.67% -131 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 8,927 $2.8M 0.6% +1,915 13F-HR Timeline CALTON & ASSOCIATES, INC. 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