RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 41,674 $2.43M 2.14% +940 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 41,541 $2.42M <0.01% +37,443 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 41,149 $2.4M 0.32% +574 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 40,886 $2.4M 1.34% +1,437 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 41,081 $2.4M 0.47% +2,570 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 40,688 $2.37M 1.48% -2,474 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 40,600 $2.37M 0.25% -350 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 40,598 $2.37M 0.18% +10,303 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 40,491 $2.36M 0.25% +3,986 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 40,445 $2.36M 0.17% +56 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 40,425 $2.36M 0.18% -27,489 13F-HR/A Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 40,195 $2.35M 1.64% +2,625 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 40,072 $2.34M 1.44% -28,641 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 39,906 $2.33M 0.08% +531 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 39,901 $2.33M 0.37% -2,276 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 39,785 $2.32M 2.15% +3,521 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 39,768 $2.32M 1% -839 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 39,708 $2.32M 0.08% -324 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 39,515 $2.31M 0.03% -477 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 39,490 $2.3M 0.22% +2,205 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 39,455 $2.3M 0.7% -1,096 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 39,431 $2.3M 0.07% +19,611 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 39,336 $2.3M 1.82% +7,174 13F-HR/A Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 39,323 $2.29M 0.04% -92,641 13F-HR Timeline Group NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 39,186 $2.29M 2.25% -467 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 39,077 $2.28M 1.04% -1,156 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 38,955 $2.27M 0.29% +82 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 38,253 $2.23M 0.71% -2,503 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 41,041 $2.23M 1.5% +1,462 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 35,806 $2.23M 0.4% -309 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 38,202 $2.23M 2.29% +1,259 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 38,184 $2.23M 0.32% -121 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 38,055 $2.22M 2.15% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 38,020 $2.22M 0.72% -87,290 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 37,964 $2.22M 2.45% +139 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 37,942 $2.21M 0.23% -10,395 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 37,938 $2.21M 0.22% +98 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 37,805 $2.21M 0.15% -370 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 37,593 $2.19M 0.08% +528 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 37,573 $2.19M 0.68% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 37,488 $2.19M 0.02% -1,624 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 37,454 $2.19M 0.91% -494 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 37,436 $2.18M 0.27% -2,683 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 37,366 $2.18M 1.63% -1,927 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 37,268 $2.17M 0.1% +7,311 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 37,080 $2.16M 0.64% +533 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 37,050 $2.16M 0.39% -5,794 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 37,087 $2.16M 0.2% -1,005 13F-HR/A Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 36,755 $2.14M 1.73% -925 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 36,670 $2.14M 1.49% +2,563 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 36,609 $2.14M 2.01% +2,283 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 36,445 $2.13M 1.88% +495 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 36,417 $2.12M 0.74% +4,254 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 36,296 $2.12M 1.43% +1,596 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 36,180 $2.11M 0.17% -1,717 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 35,948 $2.1M 1.43% +1,352 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 35,817 $2.1M +23,525 Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 35,855 $2.09M 2% -6,170 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 35,797 $2.09M 1.37% +2,696 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 36,673 $2.08M 0.84% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 35,578 $2.08M 0.07% +1,122 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 35,527 $2.07M 0.1% -117 13F-HR/A Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 35,523 $2.07M 0.53% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 35,482 $2.07M 0.21% -358 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 35,432 $2.07M 0.16% -2,607 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 35,325 $2.06M 0.06% +3,512 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 33,719 $2.06M 0.4% -8,321 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 34,960 $2.04M 0.11% -3,263 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 34,931 $2.04M 0.41% +831 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 34,789 $2.03M 0.35% +140 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 34,744 $2.03M 0.05% +6,294 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 34,551 $2.02M 1.19% -279 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 34,289 $2M 1.12% -381 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 34,377 $2M 0.29% +233 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 34,161 $1.99M 0.18% new 13F-HR/A Timeline LCNB CORP More: the full row for LCNB CORP 34,130 $1.99M 0.73% +2,690 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 34,113 $1.99M 0.09% +6,653 13F-HR/A Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 34,088 $1.99M 0.56% +2,141 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 34,078 $1.99M 0.75% +2,267 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 34,066 $1.99M 1.16% +94 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 33,971 $1.98M 0.4% +25,002 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 33,885 $1.98M 0.75% +295 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 33,853 $1.98M 1.34% +3,757 13F-HR Timeline SWF LLC More: the full row for SWF LLC 33,846 $1.97M 0.55% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 33,600 $1.96M 0.23% -24,995 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 33,441 $1.95M 0.01% +20,886 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 33,432 $1.95M 0.25% +1,276 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 33,420 $1.95M 0.17% +33,391 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 33,378 $1.95M 1.61% -4,563 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 33,325 $1.94M 0.54% -751 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 33,266 $1.94M 0.02% -752,583 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 33,219 $1.94M 0.15% -6,698 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 33,060 $1.93M 0.08% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 32,935 $1.93M 0.47% -95,797 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 33,000 $1.93M 0.42% 0 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 32,608 $1.9M 0.43% +2,318 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 32,602 $1.9M 0.16% +13,486 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 32,590 $1.9M 0.16% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 32,588 $1.9M 0.05% +240 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 32,557 $1.9M 0.86% -290 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 32,545 $1.9M 0.27% -308 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 32,470 $1.89M 0.29% +13,384 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 32,441 $1.89M 1.53% -100 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 32,371 $1.89M 0.73% +756 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 32,340 $1.89M 0.22% -89 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 32,319 $1.89M 0.25% +1,449 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 32,250 $1.88M 0.51% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 32,172 $1.88M 0.34% +571 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 32,163 $1.88M 0.1% +419 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 32,100 $1.87M <0.01% -5,680 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 32,077 $1.87M 0.78% +2,479 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 32,047 $1.87M 1.23% +5,500 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 31,853 $1.86M 2.52% -2,934 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 31,845 $1.86M 0.25% -1,425 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 31,800 $1.86M 0.89% +810 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 29,770 $1.85M 0.61% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 31,645 $1.85M 0.05% +11,601 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 31,632 $1.85M 0.53% +2,358 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 31,434 $1.83M 0.09% -6,570 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 31,341 $1.83M 1.13% +31,291 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 31,300 $1.83M 1.15% -4,672 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 30,909 $1.8M 0.11% +2,025 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 30,895 $1.8M 0.52% +1,534 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 30,877 $1.8M 0.58% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 30,830 $1.8M 0.44% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 30,809 $1.8M 0.3% -699 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 30,620 $1.79M 0.49% +330 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 30,559 $1.78M 1.38% +41 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 32,030 $1.78M 0.44% +425 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 28,492 $1.78M 0.14% 0 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 30,400 $1.77M 1.09% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 30,391 $1.77M 0.25% -3,289 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 30,159 $1.76M 1.58% +1,737 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 30,725 $1.76M 0.34% +1,271 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 30,129 $1.76M 0.48% -343 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 30,095 $1.76M 0.74% -5,080 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 30,052 $1.75M 0.39% +447 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 29,976 $1.75M 0.2% +1,870 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 29,862 $1.75M +16,908 Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 29,950 $1.75M 1.26% -86 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 29,706 $1.73M 0.09% -1,492 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 29,690 $1.73M 0.91% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 29,532 $1.72M 0.06% -470,556 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 29,468 $1.72M 0.33% -2,708 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 29,411 $1.72M 0.26% +200 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 29,354 $1.71M 0.23% +2,208 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 29,345 $1.71M 1.48% -380 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 29,193 $1.7M 0.28% +3,435 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 29,136 $1.7M 0.17% +11,241 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 29,030 $1.69M 0.37% +15,501 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 28,959 $1.69M 0.84% -1,642 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 28,895 $1.69M 0.95% +2,144 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 28,891 $1.69M <0.01% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 28,842 $1.68M 0.14% +17,335 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 28,693 $1.67M 0.89% +2,225 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 28,564 $1.67M 0.17% -6,517 13F-HR/A Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 28,030 $1.65M 0.08% +500 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 28,310 $1.65M 0.58% +3,443 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 28,124 $1.64M 0.83% -2,212 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 28,078 $1.64M 0.69% +9,046 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 28,056 $1.64M 0.2% +2,357 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 28,022 $1.64M 0.88% -140 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 27,903 $1.63M 0.67% +1,485 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 27,851 $1.63M 0.79% +20,223 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 27,839 $1.62M 0.05% +4,046 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 27,833 $1.62M 0.88% +145 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 27,810 $1.62M 0.35% -115 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 27,765 $1.62M 0.82% -18 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 27,524 $1.61M 0.12% +1,554 13F-HR/A Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 27,503 $1.6M 0.18% -1,130 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 27,456 $1.6M <0.01% -9,228 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 27,455 $1.6M 1.32% +3,996 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 27,406 $1.6M 1.16% -342 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 27,331 $1.59M -42,668 Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 27,270 $1.59M 0.53% +76 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 27,268 $1.59M 0.4% +4,655 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 27,204 $1.59M 0.89% +1,981 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 27,194 $1.59M 0.53% +18,099 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 27,144 $1.58M 0.33% -72,341 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 27,135 $1.58M 0.51% +479 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 27,104 $1.58M 0.18% -3,331 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 27,059 $1.58M 0.16% +111 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 27,001 $1.58M 1.29% -40,880 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 26,993 $1.58M 0.06% +11,998 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 26,950 $1.57M 0.31% +484 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 26,932 $1.57M 0.14% +11,360 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 26,906 $1.57M 0.96% +451 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 26,818 $1.56M 0.05% +18,607 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 26,752 $1.56M 0.44% -18 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 26,692 $1.56M 0.43% -46,511 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. 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