Sentry LLC More: the full row for Sentry LLC 5,005 $3.9M 0.78% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 5,004 $3.9M 1.83% +18 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 5,003 $3.9M 0.27% -938 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 5,001 $3.9M 1.53% +168 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 4,991 $3.89M 0.97% +145 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,968 $3.87M 1.27% -30 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 4,960 $3.87M 2.64% -87 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,933 $3.85M 1.39% +166 13F-HR/A Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,932 $3.84M 1.15% +203 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,928 $3.84M 0.52% +1,459 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,939 $3.84M 1.17% +253 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,925 $3.84M 0.42% -2,849 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,923 $3.84M 0.93% +136 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,141 $3.84M 0.52% +1,448 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,900 $3.82M 0.24% +1,215 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,892 $3.81M 0.27% +42 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,883 $3.81M 0.36% +376 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,878 $3.8M 1.23% +99 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 4,873 $3.8M 2.09% -259 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,872 $3.8M 0.18% -250 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,869 $3.8M 0.54% -3 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,861 $3.79M 0.72% +211 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,860 $3.79M 0.27% -1,177 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,860 $3.79M 0.72% +57 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 4,930 $3.78M -112 Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,853 $3.78M 0.42% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 4,849 $3.78M 0.67% +566 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,849 $3.78M 0.65% -584 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,843 $3.78M 1.94% -129 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,842 $3.77M 1.67% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,839 $3.77M 0.38% +1,805 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,835 $3.77M 0.61% +246 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 4,825 $3.76M 2.55% +172 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,806 $3.75M 0.15% -360 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,536 $3.75M 0.73% -90 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 4,801 $3.74M 1.06% +100 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,785 $3.73M 0.19% +2,590 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,784 $3.73M 2.65% -40 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,783 $3.73M 0.9% -295 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 4,777 $3.72M 1.33% +370 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 4,772 $3.72M 0.7% -70 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,772 $3.72M 0.66% +2 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,770 $3.72M 0.23% -6 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,770 $3.72M 1.66% +225 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 4,754 $3.71M 0.4% +21 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,754 $3.71M 1.82% +1,182 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,750 $3.7M 0.93% -141 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,750 $3.7M 0.25% -52 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 4,746 $3.7M 0.7% -121 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,744 $3.7M 1.7% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,740 $3.7M 0.27% +234 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,720 $3.68M 0.91% -94 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,695 $3.66M 0.74% -129 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,683 $3.65M 0.22% -166 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,682 $3.65M 0.5% -83 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 4,680 $3.65M 2.52% -142 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,673 $3.64M 0.27% +391 13F-HR Timeline Exome Asset Management LLC More: the full row for Exome Asset Management LLC 4,673 $3.64M 3% 0 13F-HR/A Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 4,672 $3.64M 0.36% +84 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,665 $3.64M 1.05% +34 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,659 $3.63M 0.1% +321 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,645 $3.62M 0.11% +477 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,644 $3.62M 2.27% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,644 $3.62M 0.34% -251 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,639 $3.62M 0.27% +1 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,572 $3.61M 0.55% +299 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,625 $3.61M 0.24% +44 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,625 $3.6M 0.26% -62 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 4,616 $3.6M 1.43% +33 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,607 $3.59M 2.81% -415 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,600 $3.59M 0.03% -479 13F-HR/A Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 4,600 $3.59M 0.98% +84 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,584 $3.57M 0.78% -180 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 4,581 $3.57M 1.02% +2,039 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,571 $3.56M 1.33% -130 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,559 $3.55M 0.42% +1,583 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,539 $3.54M 1.22% -379 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,527 $3.53M 0.51% -858 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,526 $3.53M 0.29% +238 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,514 $3.52M 0.06% +641 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,509 $3.51M 2.69% +110 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,504 $3.51M 0.8% +285 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,497 $3.51M 0.25% -56 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,487 $3.5M 0.27% -1,042 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,479 $3.49M 0.45% -1,500 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,471 $3.49M 0.23% +223 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,720 $3.48M 0.18% +389 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,466 $3.48M 0.64% +289 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 4,462 $3.48M 0.13% +3,850 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,452 $3.47M 0.22% +3,068 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,443 $3.46M 1.37% +5 13F-HR Timeline Owl Creek Asset Management, L.P. More: the full row for Owl Creek Asset Management, L.P. 4,440 $3.46M 0.46% new 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,427 $3.45M 1.03% +194 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,414 $3.44M 0.37% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,408 $3.44M 2.38% -23 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,405 $3.43M 1.37% -190 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,403 $3.43M 0.58% +403 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,395 $3.43M 0.89% +2,897 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,392 $3.42M 0.91% -69 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 4,385 $3.42M 0.83% +605 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,370 $3.41M 1.21% +291 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,354 $3.39M 0.83% -10 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,339 $3.38M 0.21% +197 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 4,364 $3.38M 1.5% +1,700 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,330 $3.38M 0.88% +24 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,320 $3.37M 0.13% +90 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 4,319 $3.37M +83 Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,299 $3.35M 5.82% +77 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,292 $3.34M +690 Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 4,292 $3.34M 0.06% -480 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,278 $3.34M 2.65% +60 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,275 $3.33M 0.28% +98 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,266 $3.33M 0.57% +291 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,266 $3.33M 1.47% +3 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,261 $3.32M 0.54% +1,549 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,259 $3.32M 1.14% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,257 $3.32M 0.7% -2,353 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,250 $3.31M 0.4% +242 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,250 $3.31M 0.43% +23 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,239 $3.3M 1.02% -6 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,233 $3.3M 0.25% -2 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 4,228 $3.3M 0.45% +1,706 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,208 $3.28M 0.34% +96 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,205 $3.28M 0.35% +262 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 4,200 $3.27M 2.13% +1,100 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,190 $3.27M 1.04% +5 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,188 $3.26M 0.77% 0 13F-HR/A Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,187 $3.26M 0.16% +2,963 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 4,100 $3.26M 1.57% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,175 $3.25M 0.16% -1,933 13F-HR/A Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,174 $3.25M 0.75% +3,463 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,930 $3.25M 1.82% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 4,156 $3.24M 0.72% -53 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,142 $3.23M 0.3% +19 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,130 $3.22M 0.05% +283 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 4,122 $3.21M 1.8% -27 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,119 $3.21M 1.14% 0 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 4,110 $3.2M 0.84% +35 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,106 $3.2M 0.04% -151 13F-HR Timeline OPTIMAS CAPITAL Ltd More: the full row for OPTIMAS CAPITAL Ltd 4,100 $3.2M 3.37% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,106 $3.19M 0.25% +798 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,092 $3.19M 0.19% +21 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 4,088 $3.19M 1.11% +1,017 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 4,087 $3.19M 0.49% -600 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,073 $3.17M 0.25% +3,166 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 4,052 $3.16M 1.62% +9 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4,052 $3.16M 1.24% +498 13F-HR/A Timeline Group PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 4,047 $3.15M 1.87% -110 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 4,045 $3.15M 0.64% +26 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,043 $3.15M 0.64% +201 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,035 $3.15M 0.19% -3,813 13F-HR Timeline Group Guardian Partners Inc. More: the full row for Guardian Partners Inc. 3,988 $3.14M 0.28% -1,429 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 4,025 $3.14M 0.75% +100 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,003 $3.12M 2.02% +332 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 4,000 $3.12M 0.25% +2,131 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,000 $3.12M 0.29% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,019 $3.12M 0.59% +2,006 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,995 $3.11M 0.48% -72 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,994 $3.11M 0.59% +901 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,994 $3.11M 0.08% +376 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,992 $3.11M 0.72% -7 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 3,981 $3.1M 2.17% +35 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,979 $3.1M 0.24% -270 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,973 $3.1M 0.39% +305 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 3,973 $3.1M 0.92% -62 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,969 $3.09M 0.46% -1,493 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,968 $3.09M 1.53% +250 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,964 $3.09M 0.14% +50 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,960 $3.09M 2.08% +2,237 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,960 $3.09M 0.29% -294 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,959 $3.09M 0.3% -626 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 3,954 $3.08M 0.97% -271 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 3,944 $3.07M 1.22% +70 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,942 $3.07M 0.06% +7 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 3,942 $3.07M 0.94% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,935 $3.07M 0.2% +23 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,927 $3.06M 0.07% -197 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,915 $3.05M 0.91% +308 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,912 $3.05M 0.91% -257 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,907 $3.05M 1.18% 0 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,906 $3.05M 1.43% +410 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,898 $3.04M 0.36% +752 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 3,898 $3.04M 0.12% +3,583 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,879 $3.02M 2.14% 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,875 $3.02M 0.24% -120 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,871 $3.02M 0.33% +276 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,866 $3.01M 0.12% -63 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,944 $3.01M 0.23% +39 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,853 $3M 0.21% +176 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,852 $3M 0.66% +162 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,851 $3M 0.18% +561 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 3,846 $3M 1.87% -79 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. 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