CGN Advisors LLC More: the full row for CGN Advisors LLC 33,287 $9.57M 0.76% -378 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 33,280 $9.57M 6.26% +415 13F-HR Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 33,214 $9.55M 1.02% +1,731 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 33,205 $9.55M 1.08% -550 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 33,194 $9.55M 0.58% -847 13F-HR Timeline Asset Management Advisors, LLC More: the full row for Asset Management Advisors, LLC 33,191 $9.54M 5.77% +46 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 33,146 $9.53M 3.88% -10,168 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 33,133 $9.53M 3.43% +2,258 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 33,119 $9.52M 1.15% +4,401 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 33,097 $9.52M 1.37% +3,234 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 33,041 $9.5M 0.58% -1,159 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 33,021 $9.5M 0.32% -2,519 13F-HR Timeline Castlefield Investment Partners LLP More: the full row for Castlefield Investment Partners LLP 33,020 $9.5M 7.26% +1,094 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 34,648 $9.48M 5.58% -23,387 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 32,804 $9.43M 0.86% -4,518 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 32,765 $9.42M 2.32% +4,121 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 32,744 $9.42M 2.07% -100 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 32,723 $9.41M 0.69% -2,510 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 32,706 $9.4M 0.53% -1,600 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 32,696 $9.4M 0.79% +521 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 32,663 $9.39M 2% -1,479 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 32,643 $9.39M 1.76% +16,605 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 32,553 $9.36M 0.34% +341 13F-HR Timeline Group RV Capital AG More: the full row for RV Capital AG 32,520 $9.35M 2.44% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 32,504 $9.35M 3.24% -150 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 32,488 $9.34M 5.13% -1,351 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 32,411 $9.32M 1.07% -59 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 32,415 $9.31M 3.76% -86 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 32,376 $9.31M 6.29% -3,022 13F-HR Timeline Pershing Square Capital Management, L.P. in group PERSHING SQUARE INC. More: the full row for Pershing Square Capital Management, L.P. 32,376 $9.31M 0.07% -645,921 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 32,338 $9.3M 0.88% +110 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 54,424 $9.28M 1.75% -808 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 32,207 $9.26M 4.21% -1,750 13F-HR Timeline Avalon Global Asset Management LLC More: the full row for Avalon Global Asset Management LLC 32,200 $9.26M 2.18% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 32,191 $9.26M 0.74% -4,809 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 32,139 $9.24M 3.28% +972 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 32,137 $9.24M 2.59% -1,505 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 32,127 $9.24M 1.67% -465 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 32,113 $9.23M 0.62% +1,421 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 32,110 $9.23M 2.17% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 32,092 $9.23M 0.24% +241 13F-HR Timeline 111 Capital More: the full row for 111 Capital 32,092 $9.23M 2.27% -26 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 32,020 $9.21M 4.61% -1,028 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 31,941 $9.18M 4.05% -394 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 31,935 $9.18M 5.02% +365 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 28,929 $9.18M 0.26% +95 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 31,914 $9.18M 2.04% -2,361 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 27,069 $9.18M 2.91% +452 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 31,863 $9.16M 0.4% +2,616 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 30,800 $9.16M 16.09% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 31,822 $9.15M 0.4% +364 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 31,752 $9.13M 0.94% +411 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 31,747 $9.13M 6.6% -995 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 31,735 $9.12M 0.36% -1,020 13F-HR Timeline Group BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 31,527 $9.07M 3.42% -3,001 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 23,559 $9.07M 3.24% -2,564 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 31,517 $9.06M 2% -566 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 31,461 $9.05M 1.42% -2,814 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 31,461 $9.05M 2.19% -117 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 31,453 $9.04M 1.34% -87 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 31,452 $9.04M 7.17% -2,010 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 31,443 $9.04M 1.99% +5,052 13F-HR Timeline Group Capital Impact Advisors, LLC More: the full row for Capital Impact Advisors, LLC 31,379 $9.02M 3.65% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 31,356 $9.02M 1.15% -932 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 31,337 $9.01M 2.03% -4,428 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 31,316 $9.01M 0.93% -3,754 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 31,257 $8.99M 7.52% +635 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 31,127 $8.95M 13.02% +29,727 13F-HR Timeline Group Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 31,067 $8.93M 1.39% +1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 31,003 $8.92M 0.95% +1,160 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 31,003 $8.92M 3.27% -1,820 13F-HR Timeline UNICOM Systems, Inc. More: the full row for UNICOM Systems, Inc. 31,000 $8.91M 0.91% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 30,982 $8.91M 1.64% +991 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 30,968 $8.91M 1.51% -1,430 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 30,947 $8.9M 0.63% +13,016 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 30,940 $8.9M 5.44% -155 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 30,921 $8.89M 2.37% -134 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 30,859 $8.87M 3.26% +5,203 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 30,828 $8.86M 3.22% +2,000 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 30,791 $8.85M 0.08% -375,131 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 30,724 $8.84M 0.87% -45 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 30,720 $8.83M 7.39% +10,375 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 30,700 $8.83M 3.65% -2,040 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 30,699 $8.83M 2.39% +4,897 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. 30,692 $8.83M 1.19% -366 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 30,674 $8.82M 7.23% -69 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 30,673 $8.82M 4.39% -80 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 30,637 $8.81M 8.06% +1,458 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 30,577 $8.79M 5.04% -130 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 30,573 $8.79M 1.65% +158 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 30,482 $8.77M 3.53% -777 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 30,435 $8.75M 4.61% -303 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 30,406 $8.74M 1.04% -620 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 30,294 $8.71M 4.2% -620 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 27,785 $8.7M 6.5% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 30,229 $8.69M 1.12% +450 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 30,227 $8.69M 2.66% +28 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 30,215 $8.69M 7.65% +250 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 30,178 $8.68M 7.6% +479 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 30,151 $8.67M 0.99% -27 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 30,151 $8.67M 2.44% -478 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 30,148 $8.67M 1.06% +390 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 30,015 $8.63M -38,185 Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 29,971 $8.62M 2.18% +1,353 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 29,963 $8.62M 0.5% -136 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 29,955 $8.61M 1.02% +4,450 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 29,946 $8.61M 4.4% +570 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 29,906 $8.6M 0.44% +175 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 29,903 $8.6M 1.04% -674 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 29,870 $8.59M 3.82% -369 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 29,819 $8.57M 5.41% -208 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 29,764 $8.56M 5.6% -255 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 29,718 $8.55M 2.83% -840 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 29,709 $8.54M 3.85% +430 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 25,707 $8.54M 0.95% +9,937 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 29,646 $8.53M 1.48% +213 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 29,633 $8.52M 1.7% -992 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 29,622 $8.52M 1.79% -1,237 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 29,612 $8.52M 4.99% -303 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 29,607 $8.51M 2.63% -1,839 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 29,600 $8.51M 5.71% -1,700 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 29,594 $8.51M 0.95% -6,441 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 29,549 $8.5M 2.71% +128 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 29,452 $8.47M 1.19% +195 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 29,445 $8.47M 2.28% -10,390 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 29,417 $8.46M 4.02% -1,055 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 29,396 $8.45M 1.53% +1,000 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 29,387 $8.45M 3.22% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 29,339 $8.44M 1.96% -419 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 29,333 $8.44M 1.63% +2,640 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 29,227 $8.4M 0.39% -1,171 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 29,196 $8.4M 5.14% -154 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 29,150 $8.38M 2.97% +84 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 29,132 $8.38M 1.08% -25 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 29,108 $8.37M 5.83% -295 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 29,083 $8.36M 0.44% +1,681 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 29,055 $8.36M 1.18% -739 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 29,000 $8.34M 7.57% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 28,881 $8.31M 1.31% -821 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 28,878 $8.3M 0.62% +4,139 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 28,781 $8.28M 0.6% -23 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 28,765 $8.27M 1.15% -1,413 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 28,751 $8.27M 7.02% -120 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 28,724 $8.26M 1.18% -1,641 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 28,635 $8.23M 4.11% +377 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 28,626 $8.23M 1.48% -50 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 28,619 $8.23M 0.83% -450 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 28,567 $8.21M 3.59% -960 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 28,557 $8.21M 0.17% -1,106 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 28,550 $8.21M 3.9% +378 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 28,528 $8.2M 5.07% +10 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 28,423 $8.19M 0.87% -2,183 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 28,459 $8.18M 3.21% +26,735 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 28,456 $8.18M 0.46% +2,264 13F-HR/A Timeline KKM Financial LLC More: the full row for KKM Financial LLC 26,022 $8.14M 1.45% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 28,277 $8.13M 0.89% +4,609 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 28,269 $8.13M 1.33% -1,452 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 28,195 $8.11M 0.06% -2,669 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 28,148 $8.09M 0.59% +468 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 28,135 $8.09M 1.29% +335 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 28,073 $8.07M 0.39% -120 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 28,059 $8.07M 8.56% +2,602 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 28,057 $8.07M 2.61% +797 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 23,856 $8.04M 5.36% +300 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 27,967 $8.04M 2.34% 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 27,942 $8.04M 0.12% -3,673 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 25,211 $8.03M 0.45% -1,294 13F-HR/A Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 27,887 $8.02M 2.44% +6,081 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 27,870 $8.01M 3.57% +500 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 27,867 $8.01M 1.4% -1,374 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 27,848 $8.01M 0.24% +1,149 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 25,578 $8.01M 1.24% -202 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 27,826 $8M 1.13% -2,896 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 27,800 $7.99M 1.18% 0 13F-HR Timeline Group Seascape Capital Management More: the full row for Seascape Capital Management 27,782 $7.99M 2.3% -81 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 27,778 $7.99M 2.5% -13 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 27,735 $7.98M 1.17% -548 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 27,721 $7.97M 4.81% +768 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 27,668 $7.96M 0.64% -264 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 27,634 $7.95M 2.92% +674 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 27,581 $7.93M 0.31% -886 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 27,399 $7.88M 0.77% -1,105 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 27,370 $7.87M 0.38% +826 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 27,337 $7.86M 1.28% -579 13F-HR Timeline Pacific Wealth Strategies Group, Inc. 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