WILSON ASSET MANAGEMENT (INTERNATIONAL)… More: the full row for WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 36,474 $10.5M 2.96% -84,924 13F-HR Timeline Lakehouse Capital Pty Ltd More: the full row for Lakehouse Capital Pty Ltd 24,814 $10.4M 7.01% +11,365 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 36,118 $10.4M 2.47% -2,819 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 36,081 $10.4M 0.54% +574 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 36,030 $10.3M 1.22% +873 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 35,994 $10.3M 0.73% -132 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 35,924 $10.3M 2.86% -1,140 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 35,903 $10.3M 2.54% 0 13F-HR Timeline Ivory Union Consulting Ltd More: the full row for Ivory Union Consulting Ltd 35,852 $10.3M 8.06% +796 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 35,797 $10.3M 1.68% +101 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 31,642 $10.2M 6.13% -1,240 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 35,710 $10.2M 3.96% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 35,705 $10.2M 1.32% -273 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 35,616 $10.2M 1.95% -195 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 35,603 $10.2M 4.29% -813 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 35,600 $10.2M 0.3% -1,100 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 35,598 $10.2M 6.29% +130 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 35,583 $10.2M 1.75% -2,841 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 35,435 $10.2M 0.28% -761 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 35,342 $10.1M 1.62% +19,683 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 35,329 $10.1M 3.6% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 35,225 $10.1M 1.29% -36 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 35,112 $10.1M 0.61% -1,273 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 35,090 $10.1M 8.56% -1,280 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 34,789 $9.98M 5.64% +7,957 13F-HR Timeline Permit Capital, LLC in group Permit Capital, LLC More: the full row for Permit Capital, LLC 34,700 $9.95M 3.38% -8,300 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 34,666 $9.94M 0.3% -830 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 34,545 $9.91M 0.21% -388 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 34,483 $9.89M 0.64% -102 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 34,415 $9.87M 6.03% -4,146 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 34,404 $9.87M 1.2% +94 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 34,402 $9.87M 0.31% +8,268 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 34,359 $9.86M 7.64% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 34,359 $9.86M 2.71% -2,103 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 34,232 $9.82M 2.21% +1,576 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 34,208 $9.81M 2.92% -1,904 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 34,114 $9.79M 7.46% -1,817 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 34,103 $9.78M 0.69% -3,673 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 34,027 $9.76M 1.87% -1,520 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 34,021 $9.76M 1.16% -182 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 34,000 $9.75M 7.56% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 33,988 $9.75M 0.46% -47 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 33,925 $9.73M 1.65% -1,819 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 33,872 $9.72M 0.34% -29,694 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 33,857 $9.71M 2.21% -1,401 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 33,813 $9.7M 6.28% -2 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 33,767 $9.69M 0.37% -1,457 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 33,759 $9.68M 0.03% -3,781 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 33,732 $9.68M 3.61% +2,794 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 33,713 $9.67M 0.28% -2,692 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 33,492 $9.61M 1.54% -4,794 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 33,419 $9.59M 3.17% 0 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 33,370 $9.57M 2.19% +3,581 13F-HR Timeline Bell Bank More: the full row for Bell Bank 33,369 $9.57M 0.41% -1,586 13F-HR Timeline Ilmarinen Mutual Pension Insurance Co More: the full row for Ilmarinen Mutual Pension Insurance Co 33,346 $9.57M 0.08% +2,638 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 33,338 $9.56M 0.72% -832 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 33,229 $9.53M 4.18% -304 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 33,205 $9.53M 1.01% +19,851 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 28,399 $9.5M 0.57% +537 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 32,969 $9.46M 1.41% -1,226 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 32,933 $9.45M 1.78% +177 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 32,933 $9.45M 0.61% -2,850 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 32,812 $9.41M 0.53% +3,340 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 26,996 $9.41M 0.74% +1,557 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 32,580 $9.34M 0.36% 0 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 32,537 $9.33M 9.13% -3,807 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 32,529 $9.33M 5.68% -2,550 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 32,181 $9.23M 2.06% +1,369 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 32,168 $9.23M 3.99% -3,314 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 32,126 $9.22M 6.01% -2,180 13F-HR Timeline Steadview Capital Management LLC More: the full row for Steadview Capital Management LLC 32,100 $9.21M 4.06% new 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 32,058 $9.2M 4.22% -1,259 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 32,049 $9.19M 0.91% +129 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 31,715 $9.18M 1.41% -186 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 31,856 $9.14M 0.14% +1,067 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 22,963 $9.12M 0.9% +28 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 31,728 $9.1M 1.04% +623 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 31,726 $9.1M 0.47% +5,315 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 31,720 $9.1M 3.35% +14,381 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 31,669 $9.08M 0.72% +961 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 31,529 $9.04M 2.73% -2,771 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 31,485 $9.03M 2.55% -44,015 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 31,371 $9M 2.6% -345 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 31,312 $8.98M 7.7% -1,338 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 29,000 $8.97M 0.27% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 31,267 $8.97M 2.24% +698 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 31,247 $8.96M 2.75% +545 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 31,061 $8.91M 0.45% +1,561 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 30,941 $8.9M 2.6% +287 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 31,007 $8.89M 0.57% -691 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 31,001 $8.89M 1.48% -24,357 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 30,999 $8.89M 0.43% +388 13F-HR Timeline GUARDIAN CAPITAL LP group of 2 filers holding More: the full row for GUARDIAN CAPITAL LP 30,959 $8.89M +207 Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 30,948 $8.88M 0.36% -1,023 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 30,865 $8.85M 0.55% +441 13F-HR Timeline Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 30,820 $8.84M 4.99% +14,800 13F-HR Timeline Group Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 30,760 $8.82M 2.45% 0 13F-HR Timeline Group AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 30,725 $8.81M 0.76% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 30,682 $8.8M 2.47% +1,066 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 30,669 $8.8M 1.99% +3,202 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 30,587 $8.77M 0.08% +1,971 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 30,580 $8.77M 5.27% +3,950 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 29,767 $8.77M 1.9% -792 13F-HR Timeline Genoa Capital Gestora de Recursos Ltda. More: the full row for Genoa Capital Gestora de Recursos Ltda. 30,460 $8.74M 7.4% +22,891 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 30,369 $8.71M 1.85% +897 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 30,342 $8.7M 4.83% -1,408 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 30,238 $8.67M 1.12% +953 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 30,813 $8.67M 1.15% +456 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 30,133 $8.64M 0.99% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 30,050 $8.62M 0.23% -920 13F-HR Timeline Group Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 30,020 $8.61M 3.84% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 30,017 $8.61M 0.12% +1,937 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 30,000 $8.61M 1.31% -27,000 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 29,952 $8.59M 0.38% +181 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 29,878 $8.57M 4.49% -330 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 29,869 $8.57M 0.66% -150 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 29,764 $8.56M 1.16% -3,227 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 29,761 $8.54M 0.29% -640 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 29,720 $8.53M 2.37% -1,143 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 29,698 $8.52M 8.49% +15,008 13F-HR Timeline Group MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 29,687 $8.52M 0.97% -3,679 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 29,682 $8.51M 1.09% +559 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 29,610 $8.49M 0.28% +22,610 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 29,561 $8.48M 0.86% +882 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 28,755 $8.48M 0.41% +806 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 29,541 $8.47M 0.7% +3,045 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 29,522 $8.47M 0.39% -3,637 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 29,482 $8.46M 1.02% +3,338 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 29,452 $8.45M 1.22% -1,631 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 29,446 $8.45M 0.58% +862 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 26,914 $8.45M 0.41% -1,092 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 29,381 $8.43M 4.93% -10,151 13F-HR Timeline 111 Capital More: the full row for 111 Capital 29,253 $8.39M 2.07% +2,450 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 29,117 $8.35M 1.02% -226 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 29,116 $8.35M 1.17% +180 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 29,092 $8.35M 0.79% -665 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 29,073 $8.34M 0.46% +1,172 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 29,057 $8.34M 0.68% -228 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 29,048 $8.33M 1.7% -253 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 29,030 $8.33M 5.3% -1,480 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 29,000 $8.32M 1.87% -7,735 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 29,000 $8.32M 2.79% +9,800 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 28,954 $8.31M 6.07% +40 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 28,952 $8.31M 0.6% +4,911 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 28,932 $8.3M 0.45% +208 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 28,862 $8.28M 3.6% +308 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 24,971 $8.25M 0.91% +3,345 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 28,746 $8.25M 0.71% -4,719 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 28,702 $8.23M 3.35% -621 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 28,687 $8.23M 5.26% -479 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 28,686 $8.23M 0.17% +561 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 28,686 $8.23M 0.32% +354 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 28,660 $8.22M 0.45% +2,404 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 28,641 $8.22M 1.38% +355 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 24,543 $8.21M 2.6% -1,376 13F-HR Timeline Avalon Global Asset Management LLC More: the full row for Avalon Global Asset Management LLC 28,500 $8.18M 1.92% -5,000 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 28,471 $8.17M 2.66% -485 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 21,335 $8.15M 4.2% +380 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 28,367 $8.14M 1.07% -452 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 28,334 $8.13M 1.87% -422 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 28,332 $8.13M 0.48% +3,634 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 28,303 $8.12M 2.43% +9,383 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 28,297 $8.12M 2.25% +2,086 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 28,267 $8.11M 1.27% -337 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 28,237 $8.1M 1.84% -1,458 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 28,210 $8.09M 0.89% -267 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 28,210 $8.09M 0.71% -1,400 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 28,195 $8.09M 0.4% +3,257 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 28,192 $8.09M 1.05% +282 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 28,140 $8.07M 1.97% +697 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 28,115 $8.07M 1.06% +172 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 28,020 $8.04M 1.65% -30 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 28,012 $8.04M 0.92% +2,880 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 27,997 $8.03M 2.79% +63 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 27,938 $8.01M 0.61% -32,148 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 27,925 $8.01M 4.76% -3,390 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 27,923 $8.01M 2.18% 0 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 27,890 $8M 3.7% 0 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 27,879 $8M 1.41% +5,321 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 27,872 $8M 0.58% +1,284 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 27,800 $7.97M 4.06% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 27,792 $7.97M 0.77% -1,509 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 27,730 $7.96M 3.8% -115 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 27,730 $7.95M 0.78% -871 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 27,728 $7.95M 0.56% +25,529 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 27,687 $7.94M 4.08% -406 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 27,672 $7.94M 7.25% -886 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 27,592 $7.92M 2.21% -23 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 27,561 $7.91M 0.28% -714 13F-HR Timeline JW Asset Management, LLC More: the full row for JW Asset Management, LLC 27,539 $7.9M 3.24% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 27,518 $7.89M 0.45% -1,360 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 27,487 $7.88M 2.32% -266 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 27,486 $7.88M 1.6% +31 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 27,427 $7.87M 0.79% -1,621 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 27,398 $7.86M 0.1% +4,445 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 27,376 $7.85M 1.29% -90 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 27,349 $7.85M 0.54% -4,068 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 27,331 $7.84M 1.06% -1,432 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 27,303 $7.83M 1.06% -700 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 27,302 $7.83M 3.11% -595 13F-HR Timeline