JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 20,392 $4.96M 0.85% -923 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 20,383 $4.96M 0.49% +1,022 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 20,364 $4.95M 0.82% -162 13F-HR/A Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 20,356 $4.95M 3.09% +222 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 17,569 $4.94M 2.89% +103 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 20,315 $4.94M 0.96% -159 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 20,309 $4.94M 1.53% +472 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 20,305 $4.94M 0.49% +3,889 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 20,259 $4.92M 0.87% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 20,253 $4.92M 1.04% +905 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 20,247 $4.92M 2.09% -660 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 20,236 $4.92M 0.78% +1,177 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 20,235 $4.92M 1.79% -167 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 20,148 $4.9M 0.86% +11,567 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 19,924 $4.9M 1% -1,277 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 20,096 $4.89M 0.69% -250 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 20,076 $4.88M 2.94% -771 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 20,070 $4.88M 1.33% -1,398 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 20,050 $4.87M 0.46% +153 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 20,034 $4.87M 0.62% -39,563 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20,024 $4.87M 0.66% -318 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 20,013 $4.87M -1,728 Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 20,000 $4.86M 1.46% new 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 20,000 $4.86M 3.83% 0 13F-HR Timeline Route One Investment Company, L.P. More: the full row for Route One Investment Company, L.P. 19,960 $4.85M 0.19% -142,400 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 19,952 $4.85M 3.08% +6 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 19,937 $4.85M 2.6% -241 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 19,923 $4.84M 0.48% -84 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 19,923 $4.84M 2.69% -2,447 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 19,874 $4.83M 1.64% +210 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 19,872 $4.83M 2.5% +45 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 19,862 $4.83M 1.67% -1,089 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 19,851 $4.83M 0.95% +453 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 19,847 $4.82M 2.53% +18 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 19,840 $4.82M 3.46% +274 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 19,829 $4.82M 3.46% -186 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 19,815 $4.82M 5.59% +217 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 19,790 $4.81M 0.88% +765 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 19,746 $4.8M 1.36% -931 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 13,030 $4.8M 0.85% -1,497 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 19,711 $4.79M 0.35% +853 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 19,685 $4.79M 4.12% +385 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 19,647 $4.78M 0.58% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 19,609 $4.77M 1.96% +1,250 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 19,600 $4.76M 1.85% +353 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 19,576 $4.76M 1.08% +3,780 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 19,575 $4.76M 1.53% +1,835 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 19,524 $4.75M 1.23% -33,086 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 19,523 $4.75M 1.65% +127 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 25,061 $4.74M 0.93% -684 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 19,493 $4.74M 0.89% -280 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 19,491 $4.74M 3.57% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 19,487 $4.74M 0.87% +329 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 19,478 $4.74M 0.42% -221 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 19,459 $4.73M 1.02% -575 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 19,454 $4.73M 1.72% -67 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 19,445 $4.73M 1.98% -630 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 19,413 $4.72M 2.26% +383 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 19,377 $4.71M 2.24% -103 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 19,376 $4.71M 2.87% -1,756 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 19,366 $4.71M 0.16% +6,035 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 19,361 $4.71M 0.83% -136 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 19,357 $4.71M 2.82% -551 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 19,350 $4.7M 2.14% +6,232 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 19,335 $4.7M 1.77% +286 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 19,320 $4.7M 0.48% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 19,317 $4.7M 0.07% -533 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 19,314 $4.7M 1.06% +2,091 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 19,307 $4.69M 0.81% +1,584 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 19,289 $4.69M 0.31% -844 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 19,278 $4.69M 0.82% +378 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 19,265 $4.68M 3.08% -341 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 19,260 $4.68M 1.45% +749 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 19,250 $4.68M 0.48% +1,027 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 19,247 $4.68M 2.15% +2,935 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 19,236 $4.68M 1.4% +745 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 19,209 $4.67M 0.38% +8,366 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 19,192 $4.67M 0.63% +17,724 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 19,189 $4.66M 4.1% -20,244 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 19,170 $4.66M 1.09% +500 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 19,125 $4.65M 1.5% +625 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 19,097 $4.64M 1.78% -195 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 19,036 $4.63M 1.21% +192 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 19,027 $4.63M 2.72% +1,251 13F-HR Timeline LB Partners LLC More: the full row for LB Partners LLC 19,000 $4.62M 2.96% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 19,000 $4.62M 2.28% -285 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 18,982 $4.61M 3.98% -157 13F-HR Timeline Tabor Asset Management, LP More: the full row for Tabor Asset Management, LP 18,976 $4.61M 2.9% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 18,974 $4.61M 1.86% +15 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 18,957 $4.61M 0.23% -1,452 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 18,956 $4.61M 1.01% +407 13F-HR/A Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 14,817 $4.6M -784 Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 18,878 $4.59M 1.03% -373 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 18,864 $4.59M 2.72% -674 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 18,860 $4.58M 1.07% 0 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 25,937 $4.57M 0.72% +54 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 18,758 $4.56M 0.31% -23,487 13F-HR/A Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 18,754 $4.56M 1.65% -158 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 18,730 $4.55M 0.57% +1,770 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 18,721 $4.55M 0.81% -591 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 18,710 $4.55M 1.54% +184 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 18,699 $4.55M 0.28% +13,146 13F-HR/A Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 18,663 $4.54M 1.4% -63 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 18,647 $4.53M 1.03% -4,007 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 18,642 $4.53M 1.91% -140 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 18,630 $4.53M 0.39% -1,670 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 18,626 $4.53M 0.98% -204 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 18,613 $4.52M 0.57% +1,008 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 18,605 $4.52M 3.58% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 18,582 $4.52M 1.2% -6,297 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 18,560 $4.51M 1.21% +10,548 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 18,546 $4.51M 1.75% -1,702 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 18,507 $4.5M 0.91% +2,401 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 18,505 $4.5M 1.35% +8 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 18,475 $4.49M 0.35% -5,317 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 18,409 $4.48M 2.31% -12,375 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 18,354 $4.46M 1.26% +948 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 18,345 $4.46M 2.56% -115 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 18,336 $4.46M 0.27% +605 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 18,300 $4.45M 1.38% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 18,240 $4.43M 0.19% +613 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 18,235 $4.43M 1.71% -3,268 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 18,218 $4.43M 2.48% -25 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 18,214 $4.43M 0.78% -1,721 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 18,207 $4.43M 2.17% -311 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 18,170 $4.42M 2.12% +50 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 18,165 $4.42M 1.33% -900 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 16,983 $4.41M 1.21% +81 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 18,122 $4.41M 1.78% -837 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 18,115 $4.4M 2.26% -210 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 18,110 $4.4M 3.41% -79 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 18,097 $4.4M 0.62% +2,357 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 18,067 $4.39M 2.89% -167 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 18,041 $4.39M 1.06% +330 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 18,030 $4.38M 0.55% -424 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 18,020 $4.38M 4.05% -150 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 17,995 $4.37M 1.38% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 17,981 $4.37M 0.52% +631 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 17,947 $4.36M 1.82% +935 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 17,944 $4.36M 2.05% -470 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 17,301 $4.35M 0.48% +66 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 17,870 $4.34M 0.61% +5,229 13F-HR Timeline Group SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 17,853 $4.34M 2.52% -37 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 17,714 $4.33M 1.84% -108 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 17,787 $4.32M 0.5% -1,480 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 17,774 $4.32M 1.57% -432 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 17,732 $4.31M 0.84% +59 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 17,650 $4.29M 0.36% -282 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 17,632 $4.29M 1.75% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 56,052 $4.28M 0.35% +2,831 13F-HR Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 17,581 $4.27M 1.12% -8,322 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 17,543 $4.26M 1.25% new 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 17,507 $4.26M 0.21% -425 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 17,456 $4.24M 0.59% 0 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 17,440 $4.24M 3.43% -900 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 17,437 $4.24M 1.48% -47 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 17,429 $4.24M 1.03% +16,095 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 17,411 $4.23M 0.24% +3,204 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 17,396 $4.23M 1.27% -677 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 17,377 $4.22M 0.29% -52,555 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 17,359 $4.22M 5.07% -689 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 17,355 $4.22M 3.68% +747 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 17,350 $4.22M 1.66% +2,000 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 17,349 $4.22M 1.14% -71 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 17,331 $4.21M 1.58% +9,193 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 17,325 $4.21M 0.28% -379 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 17,156 $4.2M 0.8% -147 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 17,278 $4.2M 1.95% -185 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 17,270 $4.2M 1.53% +1,817 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 15,278 $4.19M 1.89% 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 17,242 $4.19M 0.62% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 17,210 $4.18M 1.14% +342 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 17,198 $4.18M 0.55% +543 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 17,159 $4.17M 2.52% -268 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 17,130 $4.16M 2.69% -5,440 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 17,110 $4.16M 1.05% -4,435 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 17,102 $4.16M 2.39% -5,996 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 17,100 $4.16M 0.78% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 16,940 $4.15M 0.77% +216 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 17,024 $4.14M 1.75% -15 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 17,023 $4.14M 0.63% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 17,016 $4.14M 0.12% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 16,955 $4.12M 2.06% -39 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 16,946 $4.12M 1.29% -2,756 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 16,936 $4.12M 1.71% -4,358 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 16,930 $4.12M 0.72% -601 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 16,905 $4.11M 0.45% +2,537 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 16,903 $4.11M 2.87% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 16,902 $4.11M 0.32% +1,666 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 16,887 $4.11M 1.07% -388 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 16,882 $4.1M 1.26% -3,304 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 16,873 $4.1M 1.91% 0 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 16,867 $4.1M 4.03% +1,485 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 16,852 $4.1M 0.13% +4,186 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 16,852 $4.1M 0.93% +239 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 16,830 $4.09M 1.15% +44 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 16,800 $4.08M 2.77% -3,100 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 16,798 $4.08M 0.46% -341 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 16,789 $4.08M 1.23% +831 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 16,784 $4.08M 4.22% -1,330 13F-HR Timeline