Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 19,649 $2.84M 0.29% -709 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 19,602 $2.83M 0.04% +174 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 19,592 $2.83M 0.17% +416 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 19,530 $2.82M 1.7% +490 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 19,492 $2.82M 1.1% +469 13F-HR Timeline Group GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 19,472 $2.82M 2.01% -550 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 19,455 $2.81M 0.13% -181 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 19,430 $2.81M 0.53% -2,345 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 19,399 $2.81M 1.19% +4,805 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 19,362 $2.8M 0.33% +173 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 19,346 $2.8M 1.4% -4,251 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 19,538 $2.8M -901 Timeline DJE Kapital AG More: the full row for DJE Kapital AG 19,364 $2.79M 0.07% 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 19,244 $2.78M 1.04% -1,387 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 19,226 $2.78M 1.07% +38 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 19,220 $2.78M 0.18% -195 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 19,163 $2.77M 0.27% +828 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 19,146 $2.77M 0.74% -5,146 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 19,113 $2.76M 0.42% -214 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 19,085 $2.76M 1.05% -1,973 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 19,085 $2.76M 1.22% +45 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 17,673 $2.75M 0.77% -444 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 19,034 $2.75M 1.62% -840 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 18,972 $2.74M 0.14% -1,226 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 18,938 $2.74M 0.21% +2,814 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 18,887 $2.73M 2.57% -350 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 18,879 $2.73M 0.04% +1,029 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 18,921 $2.73M 0.65% +142 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 18,811 $2.72M 0.6% -59 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 18,794 $2.72M 0.29% -486 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 18,738 $2.71M 2.47% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 18,725 $2.71M 1.9% -116 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 18,709 $2.71M 1.07% -50 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 18,704 $2.71M 0.77% -8,656 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 18,661 $2.7M 1.28% +2,715 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 18,652 $2.7M 0.01% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 18,647 $2.7M 0.48% +862 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 18,643 $2.7M 0.9% -523 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 18,635 $2.69M 0.57% -559 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 18,613 $2.69M 0.31% -695 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18,598 $2.69M 0.35% -358 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 18,571 $2.69M 0.91% +226 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 18,560 $2.68M 0.15% -3,283 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 18,503 $2.68M 1.96% 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 18,500 $2.68M 0.05% +1,200 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 18,444 $2.67M 0.19% -500 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 18,416 $2.66M 0.37% -1,075 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 18,386 $2.66M 0.65% -583 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 18,372 $2.66M 0.21% -52 13F-HR/A Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 18,359 $2.66M 1.75% +1 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 18,340 $2.65M 0.49% -814 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 18,331 $2.65M 0.18% -888 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 18,331 $2.65M 1.48% +226 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 16,971 $2.65M 0.3% -35 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 18,318 $2.65M 0.54% +4,774 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 18,300 $2.65M 0.18% +2,850 13F-HR Timeline Group Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 18,296 $2.65M 0.23% -25,272 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 18,271 $2.64M 1.38% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 18,248 $2.64M 0.58% -9 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 18,248 $2.64M 1.5% +90 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,536 $2.64M 0.09% +1,100 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 18,230 $2.64M 0.16% +344 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 18,216 $2.63M 0.35% -16,461 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 18,195 $2.63M 1.23% -316 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 18,191 $2.63M 1.22% +2,823 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 18,176 $2.63M 2.62% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 18,174 $2.63M 1.23% +739 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 18,166 $2.63M 0.1% -268 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 18,109 $2.62M 0.71% -284 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 18,077 $2.61M 0.88% -5 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 18,056 $2.61M 0.47% +414 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 18,046 $2.61M 1.1% +1,154 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 18,031 $2.61M 1.09% +655 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 18,009 $2.6M 1% -506 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 17,940 $2.59M 0.33% +1,775 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 17,929 $2.59M 1.87% -991 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 17,927 $2.59M 0.71% -597 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 17,912 $2.59M 1.48% -30 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 17,902 $2.59M 1.81% +40 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 17,888 $2.59M 0.52% +4,661 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 32,777 $2.59M 0.27% -4,258 13F-HR/A Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 17,887 $2.59M 0.1% -20 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 17,882 $2.59M 0.81% +2,732 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 17,870 $2.58M 0.67% +570 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 17,797 $2.57M 0.46% -67 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 17,783 $2.57M 0.14% -1,338 13F-HR Timeline Group apricus wealth, LLC More: the full row for apricus wealth, LLC 17,780 $2.57M 1.67% +3,989 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 17,692 $2.56M 1.9% +358 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,667 $2.55M 0.12% +1,318 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 17,652 $2.55M 0.64% +2 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 17,634 $2.55M 0.44% +3,293 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 17,630 $2.55M 2.22% 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 17,622 $2.55M 1.57% -225 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 17,578 $2.54M 0.15% -400 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 17,553 $2.54M 0.43% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17,510 $2.53M 0.34% +256 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 17,489 $2.53M 0.45% +77 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 17,474 $2.53M 0.63% -290 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 17,445 $2.52M 0.11% +6,778 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 17,431 $2.52M 0.06% -1,539 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 17,410 $2.52M 1% +347 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 17,395 $2.52M 0.38% -585 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 17,389 $2.51M 1.06% +168 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 17,384 $2.51M 0.74% -360 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 17,384 $2.51M 0.15% -222 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 17,339 $2.51M 1.18% +14 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 17,242 $2.49M 0.86% +1,682 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 17,191 $2.49M 0.92% +354 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 17,190 $2.49M 0.42% +10 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 16,061 $2.48M 0.92% -356 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 17,162 $2.48M 0.62% -586 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 17,161 $2.48M 0.16% +1,682 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 17,134 $2.48M 0.14% +401 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 17,122 $2.48M 0.36% +2,101 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,092 $2.47M 0.11% +343 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 17,084 $2.47M 0.25% -25,987 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 17,083 $2.47M 1.99% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 17,077 $2.47M 0.69% -7,970 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 16,997 $2.46M 0.43% +37 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,997 $2.46M 0.22% +2,155 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 16,948 $2.45M 0.4% new 13F-HR/A Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,955 $2.44M 0.18% +1,290 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,851 $2.44M 0.29% +7,837 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 16,847 $2.44M 0.98% -784 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 16,836 $2.43M 0.29% +2,127 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 16,822 $2.43M 0.79% +288 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 15,006 $2.43M 0.8% -170 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 16,861 $2.43M 0.38% +9,990 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 16,767 $2.42M 0.17% -1 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,766 $2.42M 0.16% -13,403 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,763 $2.42M 0.07% +691 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 16,715 $2.42M 1.63% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 16,657 $2.41M 1.33% +1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 16,653 $2.41M 0.78% -70 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 14,531 $2.41M 1.16% 0 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 16,609 $2.4M 1.79% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 16,596 $2.4M 1% +1,553 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,575 $2.4M 0.05% +826 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 16,568 $2.4M 1% +1,193 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 16,555 $2.39M 0.86% +8,517 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 16,552 $2.39M 0.38% +12,856 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 16,541 $2.39M 0.21% -1,913 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 16,537 $2.39M 1.18% +581 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 16,520 $2.39M 0.22% +3,391 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 16,520 $2.39M 0.12% -4,624 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 16,501 $2.39M 0.33% +6,120 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 16,457 $2.38M 0.71% +4,099 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 16,428 $2.38M 0.04% new 13F-HR Timeline Group MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 16,416 $2.37M 0.05% -19,673 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 16,410 $2.37M 0.14% +16 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 16,372 $2.37M 0.37% 0 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 16,357 $2.37M 0.14% -1,096 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 16,338 $2.36M 0.16% +440 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 16,337 $2.36M 0.44% -1,789 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 15,477 $2.35M 0.23% -559 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 16,227 $2.35M 0.63% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 16,200 $2.34M 0.33% -295 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 16,191 $2.34M 0.52% +1,897 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 16,178 $2.34M 0.11% -701 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 16,169 $2.34M 0.94% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 16,132 $2.33M 0.4% -457 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16,107 $2.33M 0.35% -313 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 16,098 $2.33M 0.25% +1,681 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 16,089 $2.33M 0.21% +1,300 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 16,074 $2.32M 0.35% +4,111 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 16,066 $2.32M 1.38% -118 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 16,039 $2.32M 0.21% new 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 15,993 $2.31M 0.96% +458 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 15,982 $2.31M 0.21% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 15,944 $2.31M 0.38% -2,047 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 15,922 $2.3M 1.15% +193 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 14,878 $2.3M 0.32% +973 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 15,900 $2.3M 0.87% 0 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 15,619 $2.3M 0.24% 0 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 15,847 $2.29M 1.41% -107 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 15,848 $2.29M 0.58% +1,408 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 15,832 $2.29M 1.83% -295 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 15,805 $2.29M 0.87% -13 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 15,790 $2.28M 1.14% -188 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 15,787 $2.28M 0.7% +5 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 15,760 $2.28M 1.53% +20 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 15,732 $2.28M 1.31% -45 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 15,730 $2.27M 0.9% -686 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 15,729 $2.27M 0.56% -678 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 15,719 $2.27M 1.16% +4,081 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 15,658 $2.26M 1.93% 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 15,641 $2.26M 0.14% -510 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 15,600 $2.26M 1.8% 13F-HR Timeline Scott & Selber, Inc. 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