ANB BANK More: the full row for ANB BANK 27,213 $4.83M 2.17% -6,542 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 27,205 $4.83M 3.2% -125 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 27,161 $4.82M 1.3% +159 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 27,132 $4.81M 0.08% -224 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 26,969 $4.78M 0.35% -128 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 26,965 $4.78M 3.37% +2 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 26,940 $4.78M 0.32% +14,685 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 26,886 $4.77M 0.64% -5,755 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 26,881 $4.77M 0.41% -285 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 26,870 $4.77M 0.63% +1,729 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 26,858 $4.76M 0.96% +652 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 26,823 $4.76M 3.11% +626 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 26,804 $4.75M 0.66% -85 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 26,757 $4.75M 0.78% -977 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 26,750 $4.75M 3.56% -2,060 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 26,675 $4.73M 0.08% -63 13F-HR/A Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 26,674 $4.73M 1.08% -1,125 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 26,660 $4.73M 0.26% +492 13F-HR Timeline BRANT POINT INVESTMENT MANAGEMENT LLC More: the full row for BRANT POINT INVESTMENT MANAGEMENT LLC 26,629 $4.72M 1.08% +8,689 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 26,624 $4.72M 0.74% -568 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 26,467 $4.7M 1.86% -51 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 26,420 $4.69M 0.77% -5,553 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 26,378 $4.68M 0.46% -380 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 26,362 $4.68M 0.86% +1,289 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 26,324 $4.67M 2.66% +24,044 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 26,248 $4.66M 1.16% -2,745 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 26,233 $4.65M 2.11% +536 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 26,203 $4.65M 1.21% +686 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 26,200 $4.65M 0.54% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 26,200 $4.65M 3.2% -3,490 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 26,172 $4.64M 2.37% -132 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 26,162 $4.64M 1.49% +2,304 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 26,024 $4.62M 0.72% +904 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 25,969 $4.61M 1.11% -56 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 25,989 $4.61M 0.27% +23,699 13F-HR Timeline Group Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 25,888 $4.59M 0.13% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 25,869 $4.59M 0.16% -1,361 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 25,851 $4.59M 0.42% +1,501 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 25,834 $4.58M 2.24% +30 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 25,799 $4.58M 0.58% -1,430 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 25,773 $4.57M 0.23% +6,140 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 25,764 $4.57M 1.5% -8,830 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 25,740 $4.57M 1.78% -456 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 25,694 $4.56M 0.32% -212 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 25,671 $4.55M 0.35% +622 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 25,644 $4.55M 0.54% -2,280 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 25,585 $4.54M 1.52% -4,950 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 25,527 $4.53M 3.37% +234 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 25,512 $4.53M 1.24% +327 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 25,480 $4.52M 0.47% -1,254 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 25,380 $4.5M 0.6% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 25,319 $4.49M 2.79% -4,222 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 25,297 $4.49M 0.29% -165 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 25,162 $4.46M 1.17% +422 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 25,081 $4.45M 0.2% +7,003 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 25,009 $4.44M 0.9% +5,226 13F-HR Timeline Ilmarinen Mutual Pension Insurance Co More: the full row for Ilmarinen Mutual Pension Insurance Co 25,000 $4.43M 0.04% 0 13F-HR Timeline Stanley Capital Management, LLC More: the full row for Stanley Capital Management, LLC 24,960 $4.43M 0.75% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 24,837 $4.41M 0.45% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 24,787 $4.4M 0.87% +336 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 24,785 $4.4M 0.57% -353 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 24,778 $4.4M 1.69% -282 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 24,763 $4.39M 0.14% -1,623 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 24,720 $4.39M 3.3% 0 13F-HR/A Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 22,272 $4.36M 2.72% +308 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 24,515 $4.35M 0.51% +1,744 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 24,480 $4.34M 0.88% -73 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 24,477 $4.34M 0.15% +87 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 24,476 $4.34M 0.11% -670 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 24,463 $4.34M 1.65% -540 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 24,311 $4.31M 2.92% -1,301 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 24,285 $4.31M 0.15% +841 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 24,275 $4.31M 1.99% -171 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 24,224 $4.3M 4.86% -6,171 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 24,122 $4.28M 0.28% -639 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 24,048 $4.27M 0.21% +336 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 24,012 $4.26M 3.37% -2,011 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 24,007 $4.26M 0.26% +6,668 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 24,000 $4.26M 1.88% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 23,947 $4.25M 0.17% +2,656 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 23,920 $4.24M 2.41% +15,005 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 23,863 $4.23M 0.09% +13,410 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 23,861 $4.23M 1.11% +778 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 23,834 $4.23M 0.68% -344 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 23,826 $4.23M 0.07% +1,899 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 23,796 $4.22M 0.5% +686 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 23,791 $4.22M 0.97% +6,765 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 23,790 $4.22M 0.33% +1,242 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 23,783 $4.22M 1.5% 0 13F-HR Timeline Group Channing Capital Management, LLC More: the full row for Channing Capital Management, LLC 23,768 $4.22M 0.12% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 20,646 $4.22M 0.74% -1,378 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 23,699 $4.2M 2.66% -20 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 23,708 $4.2M 1.04% +6,193 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 23,669 $4.2M 3.56% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 23,569 $4.18M 0.46% +9,732 13F-HR Timeline ENGLISH CAPITAL MANAGEMENT LLC More: the full row for ENGLISH CAPITAL MANAGEMENT LLC 23,537 $4.18M 2.76% 0 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 23,530 $4.17M 3.83% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 23,509 $4.17M 1.57% -60 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 23,503 $4.17M 2.12% -90 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 23,404 $4.15M 0.34% -10,391 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 23,373 $4.15M 1.8% +100 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 23,304 $4.13M 0.99% -420 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 23,248 $4.12M 0.55% -408 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 23,242 $4.12M 0.62% -119 13F-HR/A Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 23,241 $4.12M 0.78% -68 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 23,182 $4.11M 0.37% +473 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 23,141 $4.11M 0.4% -101 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 23,140 $4.1M 2.2% +715 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 23,115 $4.1M 0.69% +14 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 23,106 $4.1M 1.52% 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 23,102 $4.1M 0.86% -705 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 23,070 $4.09M 0.36% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 23,050 $4.09M 1% +4,900 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 23,019 $4.08M 0.44% -575 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 22,956 $4.07M 1.43% +240 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 22,942 $4.07M 2.5% -474 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 22,935 $4.07M 0.76% +6 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 22,878 $4.06M 0.35% -124 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 20,618 $4.05M 2.59% +73 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 22,695 $4.03M 0.83% +279 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 22,571 $4.02M 0.15% -11,462 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 22,667 $4.02M 1.62% -189 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 22,611 $4.01M 0.41% -1,945 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 22,602 $4.01M 2.44% -20 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 22,565 $4M 1.73% -1,558 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 22,554 $4M 0.33% +73 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 22,501 $3.99M 2.44% +867 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 23,266 $3.99M 0.34% +4,826 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 22,490 $3.99M 2.33% -15,380 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 22,508 $3.99M +3,856 Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 22,395 $3.97M 0.31% 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 22,383 $3.97M 0.49% -139 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 22,301 $3.96M 0.09% +447 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 22,300 $3.96M 2.01% -417 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 22,223 $3.94M 0.59% -5,083 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 22,221 $3.94M 2.36% +10,210 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 22,188 $3.94M 0.23% +690 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 22,188 $3.94M 2.38% +1 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 22,134 $3.93M 0.09% -4,329 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 22,100 $3.92M 0.73% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 22,074 $3.92M 0.67% -19,033 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 22,055 $3.91M 3.01% -2,723 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 22,039 $3.91M 0.7% -4,363 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 21,967 $3.9M 0.21% -13,157 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 21,965 $3.9M 0.85% -148 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 21,848 $3.88M 0.69% +643 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 21,803 $3.87M 0.11% +1,507 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 21,750 $3.86M 0.86% +2,845 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 626,745 $3.85M 0.68% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 21,660 $3.84M 1.37% +164 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 21,630 $3.84M 0.33% -410 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 21,557 $3.82M 2.72% +239 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 21,551 $3.82M 2.52% +301 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,822,755 $3.82M 5.47% +3,801,005 13F-HR/A Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 21,548 $3.82M 0.7% +596 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 21,542 $3.82M 1.52% -822 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 21,528 $3.82M 0.14% -1,485 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 21,526 $3.82M 1.36% +2,114 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 21,524 $3.82M 2.02% +3 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 21,500 $3.81M 1.08% +400 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 21,450 $3.81M 0.14% -439 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 21,427 $3.8M 0.43% -368 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 21,415 $3.8M 0.24% -1,862 13F-HR Timeline Group Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 21,404 $3.8M 1.05% -108 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 21,400 $3.8M 2.72% 0 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 21,365 $3.79M 1.95% +313 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 21,310 $3.78M 2.34% +1,431 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 21,306 $3.78M 0.27% -3,030 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 21,297 $3.78M 0.47% -302 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 21,296 $3.78M 0.92% -941 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 21,262 $3.77M +1,849 Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 21,219 $3.76M 1.21% +331 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 21,175 $3.76M 1.33% +5,288 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 21,106 $3.74M 0.26% -2,052 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 21,103 $3.74M 2.76% +2,088 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 21,100 $3.74M 0.59% new 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 21,074 $3.74M 2.71% -1,165 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 21,055 $3.73M 0.42% -922 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 21,033 $3.73M 0.61% +625 13F-HR Timeline CNB Bank More: the full row for CNB Bank 21,030 $3.73M 1.77% -1,776 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 21,029 $3.73M 0.79% +1,808 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 21,021 $3.73M 0.17% -24 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 20,928 $3.71M 1.96% -50 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 20,858 $3.7M 3.98% -7,330 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 20,717 $3.67M 0.81% -1,327 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 20,664 $3.67M 0.4% -404 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 20,650 $3.66M 0.9% +984 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 20,592 $3.65M 2.66% -291 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 20,574 $3.65M 1.1% -20,214 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 20,569 $3.65M 1.78% -316 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,559 $3.65M 0.15% +876 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,538 $3.64M 0.33% -149 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 20,500 $3.64M 0.83% -1,800 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 20,497 $3.64M 0.65% +4,512 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 20,405 $3.62M 0.71% -867 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 20,395 $3.62M 0.47% +329 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 20,374 $3.61M +1,581 Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 20,350 $3.61M 0.28% +10,279 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 20,329 $3.61M 0.66% +2 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 20,312 $3.6M 0.78% +635 13F-HR Timeline