Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 14,732 $5.26M 0.61% +735 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 18,300 $5.26M 1.64% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 14,654 $5.24M 1.41% +2 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 14,641 $5.23M 0.63% -675 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 14,569 $5.21M 1.88% +812 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 14,523 $5.19M 3.69% +7 13F-HR/A Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 14,520 $5.19M 1.02% +260 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 14,500 $5.18M 1.67% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 14,459 $5.17M 2.14% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 14,453 $5.17M 1.23% -113 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 14,380 $5.16M 2% -1,740 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 14,443 $5.16M 0.38% +555 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 14,437 $5.16M 4.5% -961 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 14,423 $5.15M 4% -339 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 14,408 $5.15M 1.46% -1,598 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 14,393 $5.14M 3.12% -56 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 14,385 $5.14M 1.09% +953 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 14,329 $5.12M 1.76% -2,043 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 14,326 $5.12M 2.06% -227 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 14,322 $5.12M 4.97% 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 14,302 $5.11M 3.69% -10,265 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 14,271 $5.1M 2.73% -1,117 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,270 $5.1M 0.62% -458 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 14,255 $5.09M 0.65% +389 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 14,243 $5.09M 4.19% -250 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 14,233 $5.09M 0.71% +844 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 14,221 $5.08M 1.26% -326 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 14,216 $5.08M 0.65% +180 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 14,214 $5.08M 0.06% -79 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 14,200 $5.07M 1.59% -318 13F-HR Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 14,194 $5.07M 1.13% -5,806 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 14,187 $5.07M 0.96% -659 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 14,172 $5.06M 2.19% +3,828 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 14,162 $5.06M 1.6% +337 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 14,156 $5.06M 4.06% -468 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 14,144 $5.05M 1.55% -150 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 14,135 $5.05M 1.85% -3,312 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 14,133 $5.05M 1.18% -340 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 14,104 $5.04M 2.48% -820 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 14,082 $5.03M 0.27% -28 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 14,084 $5.02M 3.29% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 14,035 $5.02M 3.89% -3,197 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 14,031 $5.01M 3.94% -1,663 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 14,011 $5.01M 2.29% -2,569 13F-HR Timeline Group Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 13,924 $5.01M 3.05% -11,025 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 13,997 $5M 2.1% +3,593 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 16,017 $5M 5.44% -93 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 13,986 $5M 0.45% +205 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 13,977 $4.99M 1.11% -54 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 13,975 $4.99M 1.79% -1,173 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 13,973 $4.99M 2.2% +144 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 13,972 $4.99M 0.91% +957 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 13,905 $4.97M 1.21% -814 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 13,849 $4.95M 0.12% +3,429 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 13,846 $4.95M 2.48% +13 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 13,839 $4.95M 3.46% -57 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 13,837 $4.95M 1.25% +172 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 13,761 $4.92M 1.96% +609 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 13,750 $4.91M 0.9% +822 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 13,687 $4.89M 2.75% -858 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 13,683 $4.89M 0.8% -66 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 13,675 $4.89M 5.35% -270 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 13,674 $4.89M 2.53% new 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 13,672 $4.89M 2.33% -85 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 13,640 $4.87M 0.93% +2,336 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 13,626 $4.87M 2.45% +39 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 13,620 $4.87M 2.55% +8,402 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 13,617 $4.87M 0.93% +414 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 13,609 $4.86M 0.65% +551 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 13,599 $4.86M 0.92% -217 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 13,595 $4.86M 3.41% -805 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13,594 $4.86M 0.31% +459 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 13,589 $4.86M 5.21% +2,207 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 13,587 $4.86M 0.95% -31 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 13,587 $4.86M 2.26% -35 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 13,580 $4.85M 2.49% -2,100 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 13,579 $4.85M 1.83% -92 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 13,572 $4.85M 1.46% +3,387 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 13,571 $4.85M 0.31% +3,744 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 13,544 $4.84M 2.41% +683 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 13,544 $4.84M 5.74% -2,483 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 13,542 $4.84M 3.34% 0 13F-HR Timeline Niles Investment Management, LLC More: the full row for Niles Investment Management, LLC 13,530 $4.84M 3.92% -28,684 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 13,513 $4.83M 2.63% +116 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 13,506 $4.83M 4.2% 0 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 13,484 $4.82M 2.63% +29 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 13,458 $4.81M 1% -211 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 13,453 $4.81M 0.72% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 13,445 $4.81M 1.35% -4,357 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 13,430 $4.8M 1.02% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 13,422 $4.8M 0.94% +126 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 13,416 $4.79M 0.63% -102 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 13,410 $4.79M 0.51% +945 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 13,380 $4.78M 0.4% +1,167 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 13,346 $4.77M 3.01% -109 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 13,343 $4.77M 2.24% -547 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 13,341 $4.77M 2.18% -438 13F-HR Timeline STEGINSKY CAPITAL LLC More: the full row for STEGINSKY CAPITAL LLC 13,327 $4.76M 0.71% +236 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 13,301 $4.75M 1.17% -159 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 13,288 $4.75M 0.53% +272 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 13,271 $4.74M 2.02% -421 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 13,260 $4.74M 2.82% +446 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 13,256 $4.74M 1.17% +1,915 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 13,238 $4.73M 1.39% +482 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 13,171 $4.71M 0.26% +928 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 13,151 $4.7M 3.02% -2,846 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 13,141 $4.7M 1.51% +342 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 13,135 $4.69M 1.19% -225 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 13,090 $4.68M 2.76% -207 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 13,083 $4.68M 2.84% -642 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 13,081 $4.67M 3.27% -9 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 13,074 $4.67M 2.49% -19 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 13,065 $4.67M 1.16% -304 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 13,047 $4.66M 2.07% +680 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 13,034 $4.66M 4.16% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 13,023 $4.65M 0.52% +3,920 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 13,006 $4.65M 0.95% +1,506 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 12,997 $4.64M 2.49% +1,681 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 12,987 $4.64M 1.33% +208 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 12,980 $4.64M 1.42% -413 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 12,975 $4.64M 1.86% 0 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 12,961 $4.63M 0.83% +2,275 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 12,955 $4.63M 0.64% +1 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 12,955 $4.63M 1.32% -820 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 12,940 $4.62M 3.22% -566 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 12,939 $4.62M 0.2% -525 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 12,915 $4.62M 0.81% -4,362 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 12,906 $4.61M 3.72% 0 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 12,882 $4.6M 3.45% +339 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 12,880 $4.6M 3.51% -529 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 12,879 $4.6M 1.48% +1,010 13F-HR Timeline Mawer Investment Management Ltd. More: the full row for Mawer Investment Management Ltd. 12,877 $4.6M 0.03% -5,697 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 12,850 $4.59M 0.51% +3,900 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 12,833 $4.59M 3.01% -651 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 12,832 $4.59M 1.63% -596 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 12,824 $4.58M 2.49% +1,922 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 12,820 $4.58M 4.76% -8,699 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 12,819 $4.58M 1.25% +2,234 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 12,819 $4.58M 0.89% -604 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 12,793 $4.57M 3.37% -175 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 12,781 $4.57M 1.75% -3,949 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 12,738 $4.55M 0.87% -1,100 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 12,723 $4.55M 0.46% +139 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,723 $4.55M 0.43% +519 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,712 $4.54M 0.74% +1,400 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 12,699 $4.54M 2.47% -201 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 12,697 $4.54M 0.85% +2,148 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 12,671 $4.53M 0.62% +204 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 12,662 $4.52M 3.36% +4,761 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 12,610 $4.51M 0.44% +1,605 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 12,610 $4.51M 3.11% -25 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 12,595 $4.5M 0.15% -459,535 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 12,573 $4.49M 0.5% -237 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 12,546 $4.48M 0.96% -21 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 12,542 $4.48M 0.61% +668 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 12,520 $4.47M 1.46% -3,811 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 12,508 $4.47M 0.28% -194 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 12,500 $4.47M 1.54% +6,500 13F-HR Timeline ELWOOD CAPITAL PARTNERS LP More: the full row for ELWOOD CAPITAL PARTNERS LP 12,500 $4.47M 3.26% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 12,487 $4.46M 0.26% +765 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 12,485 $4.46M 1.66% 0 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 12,460 $4.45M 3.26% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 12,457 $4.45M 1.61% -211 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 12,446 $4.45M 1.01% -39 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 12,437 $4.44M 1.01% -68 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 12,430 $4.44M 1.66% -88 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 12,405 $4.42M 0.9% +5 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 12,355 $4.42M 2.83% -470 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 12,345 $4.41M 0.02% -18,446 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 12,658 $4.41M 0.65% +2,983 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 12,342 $4.41M 0.33% +10 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 12,327 $4.41M 0.69% +2,248 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 12,350 $4.4M 4.78% +909 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 12,280 $4.39M 1.75% +367 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 12,279 $4.39M 1.64% +249 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 12,273 $4.39M 2.56% -323 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 11,779 $4.39M 1.51% +60 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 12,221 $4.37M 1.35% -1,856 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 12,214 $4.36M 0.48% -2,366 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 12,210 $4.36M 0.58% -55 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 12,205 $4.36M 1.59% +1,948 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 12,183 $4.35M 0.09% 0 13F-HR/A Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 12,182 $4.35M 0.66% +61 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 12,143 $4.34M 2.08% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 12,101 $4.32M 0.43% +261 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 12,074 $4.31M 1.05% +4,497 13F-HR/A Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 12,033 $4.31M 1.84% -809 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 12,062 $4.31M 1.03% -459 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 12,047 $4.31M 1.73% +1,099 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 11,861 $4.3M 2.56% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 12,022 $4.3M 0.97% +467 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 12,014 $4.29M 0.41% +3,956 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 12,008 $4.29M 3.45% -788 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 12,006 $4.29M 0.39% +10,558 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 12,003 $4.29M 0.84% -349 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 12,000 $4.29M 5.52% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 11,985 $4.28M 0.39% +966 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 11,981 $4.28M 1.85% -1,315 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 11,978 $4.28M 1.23% +9,959 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 11,975 $4.28M 0.34% -668 13F-HR Timeline