BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 21,623 $6.22M 0.71% -474 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 21,591 $6.21M 6.31% -1,118 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 21,590 $6.21M 1.56% +3,105 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 21,556 $6.2M 1.93% -261 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 21,532 $6.19M 2.29% +309 13F-HR Timeline Group INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 21,519 $6.19M 6.3% -6,139 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 21,510 $6.19M 0.26% +782 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 21,486 $6.18M 3.65% -1,707 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 21,470 $6.17M 1.43% -611 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 21,465 $6.17M 1.64% -830 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 21,413 $6.16M 1.58% +934 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 21,412 $6.16M 3.09% +1,004 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 21,404 $6.16M 0.69% +4,399 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 21,403 $6.15M 0.84% -379 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 21,392 $6.15M 6.28% -4 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 21,363 $6.14M 3.09% -1,126 13F-HR Timeline Alan B Lancz & Associates, Inc. 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More: the full row for TILIA FIDUCIARY PARTNERS, INC. 20,247 $5.82M 3.2% -502 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 20,239 $5.82M 3.59% -3,550 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 20,173 $5.8M 1.5% +733 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 20,169 $5.8M 1.71% +60 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 20,141 $5.79M 0.13% -75,577 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 20,087 $5.78M 1.7% +264 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 20,054 $5.77M 1.15% +223 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 20,040 $5.76M 1.35% 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 20,018 $5.76M +10,235 Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 20,029 $5.76M 2.41% -195 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 20,014 $5.76M 1.04% -222 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 20,006 $5.75M 0.71% +8,625 13F-HR Timeline Shellback Capital, LP More: the full row for Shellback Capital, LP 20,000 $5.75M 0.82% -25,000 13F-HR Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 20,000 $5.75M 1.79% +2,419 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 19,991 $5.75M 3.51% -745 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 19,990 $5.75M 2.88% -3,839 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 16,401 $5.75M 1.23% +557 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 19,945 $5.74M 2.34% -100 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 19,932 $5.73M 2.09% -1,949 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 19,886 $5.72M 1.01% +623 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 19,864 $5.71M 4.42% +1,092 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 19,845 $5.71M 0.93% -121 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 19,822 $5.7M 1.21% -1,816 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 19,815 $5.7M 1.55% +493 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 19,813 $5.7M 2.08% +4,406 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 19,784 $5.69M 0.51% +801 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 19,756 $5.68M 3.9% +151 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 19,744 $5.68M 1.37% -269 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 19,698 $5.66M 3.87% +758 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 19,694 $5.66M 2.49% -3,067 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 19,692 $5.66M 2.46% +682 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 19,691 $5.66M 3.88% 0 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 19,581 $5.63M 5.5% -4,833 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 19,577 $5.63M 6.78% -92 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 19,576 $5.63M 3.27% -1,195 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 19,567 $5.63M 1.25% -572 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 19,565 $5.63M 0.46% -15,874 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 19,565 $5.63M 2.66% -45,027 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 19,535 $5.62M 0.9% +10,446 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 19,449 $5.59M 0.44% +90 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 19,436 $5.59M 0.23% -3,292 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 19,436 $5.59M 1.43% -3,135 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 19,419 $5.58M 3.44% +154 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 19,407 $5.58M 0.24% -804 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 19,392 $5.58M 2.56% +110 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 19,373 $5.57M 0.3% +9,573 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 19,343 $5.56M 0.34% -104 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 19,312 $5.55M 5.18% +425 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 19,245 $5.53M 0.69% -165 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 19,169 $5.51M 1.86% -370 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 20,140 $5.51M 1.07% +795 13F-HR Timeline Maniro Ltd More: the full row for Maniro Ltd 19,138 $5.5M 1.67% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 19,111 $5.5M 0.85% +524 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 19,095 $5.49M 1.45% -825 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 19,086 $5.49M 1.97% +699 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 19,050 $5.48M 2.75% -5,438 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 19,047 $5.48M 1% -409 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 19,039 $5.47M 1.12% -427 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 19,029 $5.47M 1.96% -66 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 19,015 $5.47M 0.91% +423 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 19,013 $5.47M 2.99% -51 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 19,006 $5.47M 0.91% -519 13F-HR Timeline LB Partners LLC More: the full row for LB Partners LLC 19,000 $5.46M 4.9% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 18,994 $5.46M 2.24% -3,973 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 18,992 $5.46M 1.51% +136 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 18,903 $5.44M 0.52% -424 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 15,494 $5.43M 1.13% +128 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 18,843 $5.42M 0.28% -162,157 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 18,827 $5.41M 2.5% -377 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 18,810 $5.41M 0.51% -437,533 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 18,789 $5.4M 0.91% -847 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 18,769 $5.4M 0.47% +152 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 18,727 $5.39M 2.19% +654 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 18,696 $5.38M 0.91% -241 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 18,645 $5.36M 0.98% -259 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 18,610 $5.35M 1.18% +1,979 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 18,591 $5.35M 1.74% +1,148 13F-HR Timeline Mawer Investment Management Ltd. More: the full row for Mawer Investment Management Ltd. 18,574 $5.34M 0.03% -478 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 18,561 $5.34M 1.91% +340 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 18,554 $5.34M 1.47% -305 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 18,554 $5.34M 0.34% -950 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 13,846 $5.33M 0.29% +1,029 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 18,490 $5.32M 2.73% -648 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 18,488 $5.32M 0.92% +1,087 13F-HR Timeline BRIDGER MANAGEMENT, LLC More: the full row for BRIDGER MANAGEMENT, LLC 18,488 $5.32M 4.15% new 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. 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