Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 13,364 $2.53M 1.02% -10 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 13,345 $2.53M 0.99% +676 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 13,340 $2.53M 0.2% +3 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 13,335 $2.52M 2.57% 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 13,320 $2.52M 0.41% -6,180 13F-HR Timeline Group BCK CAPITAL MANAGEMENT LP More: the full row for BCK CAPITAL MANAGEMENT LP 13,318 $2.52M 1.82% -3,669 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 13,310 $2.52M 0.81% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 13,240 $2.51M 1.79% -175 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 13,220 $2.5M 2.3% 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 13,198 $2.5M 1.62% -114 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 13,193 $2.5M 1.74% +8 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 15,055 $2.5M 1.07% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 13,181 $2.5M 1.5% -39 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 13,161 $2.49M 1.14% -313 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. 13,125 $2.48M 0.09% +3,605 13F-HR Timeline Group Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 13,089 $2.48M 2.21% 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 13,081 $2.48M 0.45% -1,659 13F-HR Timeline STEGINSKY CAPITAL LLC More: the full row for STEGINSKY CAPITAL LLC 13,071 $2.47M 0.53% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 13,045 $2.47M 0.49% +196 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 13,028 $2.47M 0.87% +2,392 13F-HR Timeline Anthracite Investment Company, Inc. More: the full row for Anthracite Investment Company, Inc. 13,000 $2.46M 1.23% +6,000 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 20,556 $2.46M 1.19% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 12,977 $2.46M 0.15% -271 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 12,967 $2.45M 2.12% 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 12,959 $2.45M 1.44% +716 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 12,950 $2.45M 1.36% 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 12,943 $2.45M 1.83% -25 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 12,939 $2.45M 1.99% -151 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 12,916 $2.45M 1.26% +555 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 12,911 $2.44M 1.93% -139 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 12,902 $2.44M 0.19% -510 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 12,891 $2.44M 1.13% +61 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 12,891 $2.44M 0.38% +25 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 12,866 $2.44M 0.87% +1,228 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 12,874 $2.44M 1.49% +286 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 12,872 $2.44M 2.47% 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 12,855 $2.43M 0.07% +835 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 12,840 $2.43M 0.33% +4,763 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 12,833 $2.43M 0.27% -184 13F-HR Timeline Sustainable Growth Advisers, LP More: the full row for Sustainable Growth Advisers, LP 12,818 $2.43M 0.01% -737 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 12,804 $2.42M 0.49% +122 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 12,797 $2.42M 1.53% -60 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 12,794 $2.42M 2.38% 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 12,790 $2.42M 0.82% +1,324 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 12,747 $2.41M 0.74% -189 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 12,750 $2.41M 0.35% +707 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 12,748 $2.41M 0.82% +3,143 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 12,735 $2.41M 0.97% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 12,730 $2.41M 1.55% +9 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 12,728 $2.41M 0.16% -7,612 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 12,726 $2.41M 0.29% +17 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,729 $2.41M 0.75% +6,379 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 12,721 $2.41M 0.62% -1,621 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 12,709 $2.41M 0.73% +205 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 12,702 $2.4M 0.43% +298 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 12,682 $2.4M 1.52% 0 13F-HR/A Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 12,674 $2.4M 0.76% -200 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 12,662 $2.4M 3.49% +645 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 12,656 $2.4M 0.33% -563 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 12,628 $2.39M 0.83% -16,689 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 14,140 $2.39M 1.76% +69 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 12,601 $2.39M 0.62% +149 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 12,580 $2.38M 0.35% +311 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 12,577 $2.38M 0.24% +549 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 12,572 $2.38M 0.61% -605 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 12,558 $2.38M 1.08% +793 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 12,553 $2.38M 1.36% +799 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 12,540 $2.37M 0.35% -68 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 12,536 $2.37M 3.48% 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 12,527 $2.37M 2.02% 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 12,736 $2.37M 0.97% +429 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 12,519 $2.37M 0.99% +951 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 12,517 $2.37M 0.42% +1,078 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 12,516 $2.37M 0.87% +1,327 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 12,468 $2.36M 0.66% 0 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 12,460 $2.36M 1.84% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 12,450 $2.36M 2.15% +3,450 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 12,448 $2.36M 1.17% 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 12,442 $2.36M 0.24% +13 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 12,422 $2.35M 0.43% +1,854 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 12,419 $2.35M 0.2% +45 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 12,417 $2.35M 1.27% +398 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 12,415 $2.35M 1.38% -10 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 12,413 $2.35M 0.2% +80 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 15,888 $2.35M 0.6% +3,336 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 12,337 $2.34M 0.75% +43 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 12,325 $2.33M 1.15% -91 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 12,305 $2.33M 0.27% +82 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 12,267 $2.32M 2.81% 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 12,265 $2.32M 0.64% +200 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 12,240 $2.32M 0.38% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,229 $2.32M 0.79% +373 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 12,223 $2.31M 1.09% -51 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 13,946 $2.31M 2.1% 0 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 12,203 $2.31M 0.07% +263 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 12,161 $2.3M 2.26% 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 12,159 $2.3M 1.67% +148 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 12,153 $2.3M 0.72% -744 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 12,138 $2.3M 0.86% +3,856 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 12,132 $2.3M 0.04% -869 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 12,120 $2.29M 0.43% +455 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 12,100 $2.29M 1.59% -166 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 12,094 $2.29M 0.04% +315 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 12,085 $2.29M 1.05% +5,708 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 13,788 $2.29M 0.76% -374 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 12,080 $2.29M 0.42% +55 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 12,076 $2.29M 1.3% -199 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 11,936 $2.28M 1.33% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 12,054 $2.28M 0.27% -2,500 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 12,040 $2.28M 0.46% new 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 12,029 $2.28M 0.31% -12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bremer Bank National Association More: the full row for Bremer Bank National Association 12,004 $2.27M 0.45% -511 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 12,000 $2.27M 2.68% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,972 $2.27M 0.31% +6,015 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 11,962 $2.26M 0.89% 0 13F-HR/A Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 11,961 $2.26M 2.87% 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 11,946 $2.26M 0.85% +3,987 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 11,940 $2.26M 0.77% +570 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 11,938 $2.26M 2.02% 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 11,935 $2.26M 2.26% +2,935 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 11,931 $2.26M 0.82% +1,948 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 11,913 $2.26M 1.26% 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 11,910 $2.25M 0.06% -798 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 11,889 $2.25M 0.29% -56 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 11,882 $2.25M 1.27% +1,072 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 11,850 $2.24M 0.36% +3,385 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,847 $2.24M 0.76% +5 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 11,280 $2.23M 1.05% +3 13F-HR Timeline TLWM More: the full row for TLWM 11,781 $2.23M 0.44% +297 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 11,780 $2.23M 0.19% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 11,770 $2.23M 0.23% -5 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 11,769 $2.23M 0.45% +287 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 11,738 $2.22M 1.08% -53 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 11,722 $2.22M 1.96% +216 13F-HR Timeline NEW THINKING (HONG KONG) INVESTMENT MAN… More: the full row for NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd 11,699 $2.21M 24.14% -187,180 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 11,689 $2.21M 0.26% -1,969 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 11,688 $2.21M 0.17% -77 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 11,677 $2.21M 0.8% +218 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 11,664 $2.21M 1.07% -257 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 11,652 $2.21M 1.02% +142 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 11,625 $2.2M 1.97% 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 11,248 $2.2M 0.67% -440 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 11,615 $2.2M 0.81% +25 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 11,597 $2.2M 0.14% +257 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,576 $2.19M 0.12% +819 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 11,571 $2.19M 1.71% +2,600 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11,538 $2.18M 0.38% +318 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 13,126 $2.18M 1.5% +244 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 11,332 $2.17M 0.89% +138 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 11,444 $2.17M 0.74% -347 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,434 $2.16M 0.82% +503 13F-HR Timeline TOBAM More: the full row for TOBAM 11,420 $2.16M 0.66% -11,381 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 11,409 $2.16M 1.84% -497 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 11,267 $2.15M 0.18% +3,574 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 11,381 $2.15M 1.18% +5,473 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 11,037 $2.15M 2.12% -1,949 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 11,360 $2.15M 0.59% -360 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 11,355 $2.15M 0.16% +951 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 11,347 $2.15M 1.12% +6,477 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 11,322 $2.14M 1.96% 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 11,284 $2.14M 1.84% 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 11,270 $2.13M 1.42% -105 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 13,029 $2.13M 0.73% +1,935 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 11,240 $2.13M 0.75% +260 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 11,230 $2.13M 0.22% +677 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 11,223 $2.12M 0.58% -175 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 11,218 $2.12M 1.5% -100 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 11,217 $2.12M 0.3% -436 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 11,215 $2.12M 0.24% -241 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 11,186 $2.12M 0.32% +2,734 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 11,178 $2.12M 0.06% +229 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 11,160 $2.11M 0.55% -1,301 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 11,155 $2.11M 0.31% -900 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 11,142 $2.11M 1.37% +472 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 11,140 $2.11M 0.65% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 11,114 $2.1M 0.35% +1,906 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 11,112 $2.1M 0.46% +569 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 11,111 $2.1M 0.88% -148 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 11,096 $2.1M 1.21% +219 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 11,077 $2.1M 1.14% +818 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 11,068 $2.1M 1.16% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 11,035 $2.09M 0.76% +140 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 11,020 $2.09M 1.43% -16 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 11,011 $2.08M 2.22% 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 11,000 $2.08M 0.26% -2,781 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 10,999 $2.08M 1.49% +360 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,970 $2.08M 0.21% -183 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 10,958 $2.07M 0.97% +3 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 10,951 $2.07M 0.47% +426 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 10,949 $2.07M 0.84% -36 13F-HR Timeline Rakuten Securities, Inc. 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