BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 21,375 $7.64M 3.43% +2,325 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 21,345 $7.63M 0.84% -506 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 21,348 $7.63M 0.97% +52 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 21,348 $7.63M 2.14% -1,305 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 21,347 $7.63M 0.3% +230 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 21,343 $7.63M 0.89% +260 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 21,313 $7.62M 0.81% +109 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 21,308 $7.61M 1.29% +4,907 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 21,268 $7.6M 1.84% -145 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 21,265 $7.6M 0.49% +408 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 21,147 $7.56M 0.66% +3,561 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 21,147 $7.56M 0.36% +764 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 21,126 $7.55M 6.57% -220 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 21,026 $7.51M 0.42% +1,683 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 21,019 $7.51M 1.61% +297 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 21,000 $7.5M 0.97% -20,500 13F-HR Timeline Group AXON CAPITAL LP More: the full row for AXON CAPITAL LP 21,000 $7.5M 13.93% new 13F-HR Timeline Noked Israel Ltd in group Noked Israel Ltd More: the full row for Noked Israel Ltd 21,000 $7.5M 0.77% new 13F-HR Timeline Group Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 20,979 $7.5M 2.51% +115 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 20,959 $7.49M 0.37% +6,910 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 20,902 $7.47M 0.4% +6,966 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 20,850 $7.45M 2% +57 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 20,828 $7.44M 0.49% +12,460 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 20,724 $7.41M 0.89% -1,841 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 20,703 $7.4M 3.48% -660 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 20,481 $7.4M 0.72% -507 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 20,697 $7.4M 2.39% -14,494 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 20,656 $7.38M 0.58% -264 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 20,651 $7.38M 0.88% +6,186 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 20,565 $7.35M 3.22% -5 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 20,544 $7.34M 4.81% -24 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 20,322 $7.34M 1.54% +25 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 20,533 $7.34M 1.29% +479 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 20,532 $7.34M 1.24% +7,007 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 20,528 $7.34M 2.44% -351 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 20,372 $7.33M 1.6% -541 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 20,512 $7.33M 0.07% -4,965 13F-HR Timeline Group LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 20,505 $7.33M 4.82% -608 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 20,496 $7.32M 1.23% -767 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 20,488 $7.32M 0.85% -585 13F-HR/A Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 20,488 $7.32M 2.26% -412 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 20,479 $7.32M 0.55% +4,883 13F-HR Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 20,475 $7.32M 2.2% +2,562 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 20,455 $7.31M 4.33% +144 13F-HR/A Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 20,437 $7.3M 3.46% +190 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 20,402 $7.29M 3.09% +3,766 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 20,387 $7.29M 2.66% +1,393 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 27,147 $7.28M 1.16% +1,569 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 20,317 $7.26M 1.84% -1,365 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 20,280 $7.25M 1.79% -1,483 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 20,258 $7.24M 0.16% 0 13F-HR Timeline Maytree Asset Management Ltd More: the full row for Maytree Asset Management Ltd 20,258 $7.24M 4.7% new 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 20,249 $7.24M 1.58% -1,221 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 20,238 $7.23M 2.22% -1,498 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 20,211 $7.22M 0.05% -40,191 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 20,197 $7.22M 2.05% -107 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 20,190 $7.22M 3.2% -6,957 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 20,178 $7.21M 2.58% +149 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 20,167 $7.21M 3.03% -424 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 20,156 $7.2M 1.57% -353 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 20,135 $7.2M 1.25% +2,657 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 20,127 $7.19M 2.15% -1,593 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 20,121 $7.19M 3.89% +702 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 20,115 $7.19M 5.28% +1,670 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 20,108 $7.19M 4.66% -611 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 20,104 $7.18M 2.54% +291 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 20,102 $7.18M 1.6% -976 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 20,101 $7.18M 3.22% -429 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 20,089 $7.18M 1.61% -84 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 20,034 $7.16M 1.46% 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 20,033 $7.16M 3.95% +335 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 20,018 $7.15M 1.37% -892 13F-HR/A Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 20,005 $7.15M 3.24% -637 13F-HR Timeline Kamunting Street Capital Management, L.… More: the full row for Kamunting Street Capital Management, L.P. 20,000 $7.15M 4% -45,000 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 19,985 $7.14M 0.46% -12,128 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 19,984 $7.14M 0.44% +535 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 19,976 $7.14M 1.39% -64 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 19,969 $7.14M 1.82% -118 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 19,929 $7.12M 5.46% new 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 20,201 $7.12M 1.11% -48 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 19,908 $7.11M 1.85% -261 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 19,898 $7.11M 2.24% -737 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 19,886 $7.11M 1.14% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 19,893 $7.11M 4.19% +137 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 19,770 $7.09M 2.66% -835 13F-HR Timeline GFI Investment Counsel Ltd. More: the full row for GFI Investment Counsel Ltd. 19,829 $7.09M 0.96% +9,529 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 20,425 $7.08M 1.02% -36 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 19,817 $7.08M 2.62% -500 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 19,788 $7.07M 2.18% +1,227 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 19,738 $7.05M 3.54% -19,126 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 19,716 $7.05M 4.15% +25 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 19,702 $7.04M 1.62% +6,218 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 19,688 $7.04M 3.56% -303 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 19,681 $7.03M 5.94% +100 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 19,663 $7.03M 1.09% +1,175 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 19,658 $7.03M 0.28% -801 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 19,651 $7.02M 1.11% +4,365 13F-HR Timeline American Trust More: the full row for American Trust 19,634 $7.02M 0.54% +2,036 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 19,617 $7.01M 2.81% +225 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,296 $7M 1.64% -11,188 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 19,574 $7M 1.41% +1,649 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 19,540 $6.98M 1.21% +5,702 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 19,534 $6.98M 1.41% +2,136 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 19,510 $6.97M 2.35% +1,800 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 19,479 $6.96M 0.56% -305 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 19,451 $6.95M 0.27% -1,288 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 19,443 $6.95M 0.98% +332 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 19,396 $6.93M 2.43% -549 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 19,396 $6.93M 1.33% +381 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 19,370 $6.92M 1.28% -1,406 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 19,361 $6.92M 3.06% -629 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 19,342 $6.91M 1.26% +95 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 19,319 $6.9M 1.54% -425 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 19,312 $6.9M 0.28% -95 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 19,268 $6.89M 0.93% +23 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 19,264 $6.88M 1.05% -581 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 19,459 $6.88M 5.72% -4,357 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 19,239 $6.88M 1.15% +200 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 19,124 $6.88M 4.49% -4,732 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 19,225 $6.87M 2.93% -340 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 19,207 $6.86M 3.69% -369 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 19,197 $6.86M 1.12% -817 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 19,180 $6.85M 1.01% -355 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 19,156 $6.85M 1.54% +164 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 19,110 $6.83M 1.35% -712 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 19,936 $6.82M 2.2% -319 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 19,081 $6.82M 2.17% -5 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 19,021 $6.8M 0.86% +2,493 13F-HR Timeline Clio Asset Management LLC More: the full row for Clio Asset Management LLC 19,002 $6.79M 5.4% +5,928 13F-HR Timeline LB Partners LLC More: the full row for LB Partners LLC 19,000 $6.79M 4.63% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 18,993 $6.79M 0.91% -69,911 13F-HR/A Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 18,917 $6.76M 2.73% -777 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 18,913 $6.76M 0.92% +124 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 18,845 $6.73M 2.22% -184 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 18,824 $6.73M 3.67% -1,415 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 18,799 $6.72M 0.34% -574 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 18,784 $6.71M 1.72% -1,031 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 18,741 $6.7M 1.06% +480 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 18,709 $6.69M 0.7% +682 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 18,702 $6.68M 0.5% -67 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 18,694 $6.68M 3.02% +297 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 18,679 $6.68M 2.45% -20,078 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 18,662 $6.67M 1.89% +17,081 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 18,634 $6.66M 5.97% +255 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 18,633 $6.66M 0.99% -373 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 18,631 $6.66M 5.73% -2,227 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 18,626 $6.66M 1.06% +3,600 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 18,614 $6.65M 1.09% -31 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 18,573 $6.64M 0.35% +1,157 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 18,558 $6.63M 1.26% +1,415 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 18,497 $6.61M 1.09% -550 13F-HR Timeline BRIDGER MANAGEMENT, LLC More: the full row for BRIDGER MANAGEMENT, LLC 18,488 $6.61M 4.4% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 18,466 $6.6M 0.73% +588 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 18,470 $6.58M 11.32% new 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 18,422 $6.58M 2.05% -44 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 18,409 $6.58M 3.1% -604 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 18,391 $6.57M 1.06% -1,749 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 18,332 $6.55M 2.88% -158 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 18,331 $6.55M 2.86% -496 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 18,328 $6.55M 1.78% -263 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 18,323 $6.55M 1.67% +195 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 18,309 $6.54M 1.44% -786 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 18,394 $6.54M 0.04% -141 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 18,295 $6.54M 1.35% -152 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 18,293 $6.54M 2.15% -1,639 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 18,282 $6.53M 2.25% -1,410 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 18,239 $6.52M 4.17% -19 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 18,219 $6.51M 1.12% -173 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 18,219 $6.51M 2% -950 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 18,190 $6.5M 1.85% +6,033 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 18,185 $6.5M 0.65% +457 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 18,179 $6.5M 1.33% -1,388 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 18,126 $6.48M 0.37% -428 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 18,111 $6.47M 0.59% +2,019 13F-HR/A Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 18,109 $6.47M 2.28% -322 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 18,086 $6.46M 5.11% +202 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 18,085 $6.46M 2.59% -15,061 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 18,080 $6.46M 3.85% +320 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 18,000 $6.43M 0.58% 0 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 17,984 $6.43M 5.6% -492 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 17,952 $6.42M 3.72% 0 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 17,914 $6.4M 4.43% -412 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 17,903 $6.4M 0.27% -174 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 17,889 $6.39M 1.82% +1,344 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 17,862 $6.38M 0.7% -21,722 13F-HR/A Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 17,840 $6.38M 2.23% -40 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 17,821 $6.37M 0.97% -875 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 17,788 $6.36M 1.58% -766 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 17,769 $6.35M 3.42% -105 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 17,770 $6.35M 1.72% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,273,078 $6.34M 1.11% +250 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. 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