BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,505 $5.43M 0.29% +298 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,491 $5.42M 0.57% -115 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 9,490 $5.42M 0.28% -176 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,461 $5.4M 0.11% -320 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 9,422 $5.38M +1,790 Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,243 $5.37M 0.13% +69 13F-HR Timeline Luma Capital S.A. - SPF More: the full row for Luma Capital S.A. - SPF 9,404 $5.37M 5.04% 13F-HR Timeline Bretton Capital Management, LLC More: the full row for Bretton Capital Management, LLC 9,380 $5.35M 4.48% 0 13F-HR Timeline Grafton Street Partners Management Comp… More: the full row for Grafton Street Partners Management Company, LLC 9,345 $5.33M 2.61% 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 9,328 $5.33M 0.18% +2,085 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,323 $5.32M 0.57% +500 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 9,275 $5.3M 1.64% -679 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,268 $5.29M 0.46% +59 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 9,263 $5.29M 4.24% -1 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,257 $5.28M 0.15% -2,253 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 9,212 $5.26M 1.11% -1,935 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,195 $5.25M 0.71% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 9,169 $5.23M 0.16% -2,620 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 9,156 $5.23M 0.45% +251 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 9,150 $5.22M 0.3% +9 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 9,138 $5.22M 1.86% +644 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,121 $5.21M 0.25% +1,445 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 9,113 $5.2M 0.35% -334 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 9,092 $5.19M 0.4% +38 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 9,058 $5.17M 0.09% +1,275 13F-HR Timeline Stenham Asset Management (UK) Plc More: the full row for Stenham Asset Management (UK) Plc 9,050 $5.17M 6.48% -5,000 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,036 $5.16M 0.16% +99 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 9,027 $5.15M 0.34% +1,271 13F-HR/A Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 9,016 $5.15M 1.11% +530 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 9,008 $5.14M 1.11% -750 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 8,998 $5.14M 0.8% +808 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,991 $5.13M 0.27% +345 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,939 $5.1M 0.1% -1,191 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,903 $5.08M 0.18% -162 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 8,881 $5.07M 1% +3,861 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 8,857 $5.06M 0.23% +211 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,795 $5.02M 0.06% +516 13F-HR Timeline Group SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 8,791 $5.02M 0.43% +81 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 8,731 $4.98M 2.08% +295 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 8,690 $4.96M 0.25% +7,723 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 8,648 $4.94M 0.39% -109 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 8,648 $4.94M 0.02% +615 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 8,603 $4.91M 2.78% -200 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,592 $4.91M 0.23% -6 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 8,567 $4.89M 1.02% -21 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 8,557 $4.89M 1.09% -192 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,519 $4.86M 0.31% +59 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 8,507 $4.86M 1.92% +1,099 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 8,506 $4.86M 1.82% -10 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 8,477 $4.84M -95 Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 8,475 $4.84M 0.2% +146 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8,453 $4.83M 0.76% +2,391 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,371 $4.78M 0.27% -428 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,340 $4.76M 1.73% -50 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,331 $4.76M 0.11% +1,028 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 8,323 $4.75M 0.37% -56 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 8,320 $4.75M 4.83% +103 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 8,293 $4.73M 0.26% +1,696 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 8,293 $4.73M 1.22% +203 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,288 $4.73M 0.05% +372 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,281 $4.73M 0.25% +69 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,267 $4.72M 0.76% -181 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 8,252 $4.71M 1.62% +267 13F-HR/A Timeline Sciencast Management LP More: the full row for Sciencast Management LP 8,205 $4.68M 0.65% new 13F-HR Timeline Unisphere Establishment in group Unisphere Establishment More: the full row for Unisphere Establishment 8,200 $4.68M 0.03% new 13F-HR Timeline Group Nitor Capital Management LLC More: the full row for Nitor Capital Management LLC 8,200 $4.68M 4.16% 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 8,194 $4.68M 0.24% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,186 $4.67M 0.35% +79 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,164 $4.66M 0.2% +85 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 8,149 $4.65M 2.63% -155 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,138 $4.65M 0.12% -63 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,963 $4.62M 0.19% +340 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 8,083 $4.62M 3.01% -130 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,085 $4.62M 0.73% +902 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,067 $4.61M 1.15% -2,395 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,050 $4.6M 1.06% -65 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,042 $4.59M 0.75% -175 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 8,027 $4.58M 1.06% 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 8,025 $4.58M 1.21% -80 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 8,017 $4.58M 0.38% -1 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8,010 $4.57M 0.28% -39 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 8,000 $4.57M 5.48% 0 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 7,945 $4.54M 0.97% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 7,928 $4.53M 1.35% +54 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 7,908 $4.51M 0.55% -1,012 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,894 $4.51M 0.21% -1,296 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 7,877 $4.5M 1.11% -299 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 7,872 $4.49M 0.75% +41 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 7,870 $4.49M 1.94% +3,207 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,861 $4.49M 0.56% +53 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,852 $4.48M 0.25% +947 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 7,851 $4.48M 0.02% -15 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,842 $4.48M 0.65% -177 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 7,826 $4.47M 0.12% +1,332 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,800 $4.45M 0.51% -3,245 13F-HR Timeline United Bank More: the full row for United Bank 7,787 $4.45M 1.51% +135 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 7,761 $4.43M 1.21% -297 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,732 $4.41M 0.21% +133 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 7,722 $4.41M 0.72% -132 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,696 $4.39M 0.75% -10 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,681 $4.38M 0.3% -274 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 7,673 $4.38M 0.35% -438 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,665 $4.38M 0.23% -1,516 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,663 $4.37M 1.57% -169 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 7,631 $4.36M 4.43% -116 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,615 $4.35M 0.33% +80 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 7,600 $4.34M 1.18% 0 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 7,601 $4.34M 1.06% -535 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 7,600 $4.34M 0.29% +3,200 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 7,588 $4.33M 1.82% -198 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 7,560 $4.32M 0.68% +659 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 7,543 $4.31M 2.05% 13F-HR Timeline Zweig-DiMenna Associates LLC More: the full row for Zweig-DiMenna Associates LLC 7,450 $4.25M 0.3% 0 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 8,053 $4.25M 3.14% -20 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7,436 $4.25M 0.41% +133 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,425 $4.24M 0.2% +882 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,392 $4.22M 0.07% +94 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 7,379 $4.21M 1.5% -985 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 7,364 $4.2M 0.84% -973 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,363 $4.2M 0.47% -2,408 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 7,346 $4.19M 0.63% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,306 $4.17M 0.22% +133 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 7,425 $4.14M 1.57% +4,114 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,214 $4.12M 0.25% -656 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 7,209 $4.12M 2.63% -9 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 7,197 $4.11M 0.55% +111 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 7,175 $4.1M 1.48% -1,183 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 7,095 $4.09M 0.55% -2,403 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,162 $4.09M 0.16% -103 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 7,158 $4.09M 1.33% +13 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 7,150 $4.08M 1.65% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 7,134 $4.07M 1.31% +458 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 7,110 $4.06M 1.58% +397 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 7,108 $4.06M 0.24% +423 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 7,105 $4.06M 1.44% -19 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,100 $4.05M 0.63% -605 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,099 $4.05M 0.64% -111 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 7,094 $4.05M 0.77% +43 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,091 $4.05M 0.23% -141 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 7,070 $4.04M 1.56% -525 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 9,384 $4.03M 0.32% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,066 $4.03M 0.18% +28 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 7,057 $4.03M 1.78% -21 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 7,042 $4.02M 1.01% -3,972 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,028 $4.01M 1.18% +5,424 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,018 $4.01M 0.28% +711 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 7,000 $4M 0.46% 0 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 6,979 $3.98M 2.39% -71 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 6,967 $3.98M 1.05% +322 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,954 $3.97M 1.27% -82 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 6,952 $3.97M 1.83% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,936 $3.96M 0.04% -101 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,897 $3.94M 0.25% +483 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 6,883 $3.93M 1.46% +198 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,873 $3.92M 0.12% -2,259 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 6,859 $3.92M 0.51% -1,402 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. 6,847 $3.91M 0.11% -2,975 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 6,826 $3.9M 1% +1,412 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,818 $3.89M 0.14% +156 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,814 $3.89M 0.51% +10 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6,804 $3.88M 0.85% +100 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 6,802 $3.88M 0.7% +298 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,794 $3.88M 0.39% -161 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 6,791 $3.88M 0.81% +460 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 6,782 $3.87M 1.66% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,778 $3.87M 0.25% -964 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 6,754 $3.86M 1.74% new 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 6,748 $3.85M 3.78% 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,747 $3.85M 0.64% -107 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 6,740 $3.85M 1.78% +1,610 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,737 $3.85M 0.78% -32 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 6,727 $3.84M 0.79% -1,596 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,704 $3.83M 0.26% +132 13F-HR Timeline Group Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 6,702 $3.83M 3.17% 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 6,650 $3.8M 0.37% -2,565 13F-HR Timeline Group Barbara Oil Co. More: the full row for Barbara Oil Co. 6,630 $3.78M 1.4% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6,612 $3.77M 0.49% +147 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 6,580 $3.76M 1.27% +2,862 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 6,575 $3.75M 2.53% +25 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6,520 $3.72M 0.17% +1,456 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 6,512 $3.72M 0.37% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,478 $3.7M 0.27% -557 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,659 $3.69M 0.92% -140 13F-HR Timeline Bell Bank More: the full row for Bell Bank 6,447 $3.68M 0.16% +67 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 6,446 $3.68M 0.87% +261 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,318 $3.67M 0.08% +1,932 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 6,368 $3.66M 0.48% -283 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,417 $3.66M 0.17% -301 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,666 $3.66M 0.08% +42 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 6,360 $3.63M 0.38% +172 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,351 $3.63M 0.1% -1,457 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,335 $3.62M 0.44% -3,416 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,895 $3.61M 0.24% -52 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,307 $3.6M 0.09% -654 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 6,307 $3.6M -176 Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,281 $3.59M 0.24% +74 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,278 $3.58M 0.16% -355 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,264 $3.58M 0.13% -251 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,258 $3.57M 0.43% +369 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 6,251 $3.57M +695 Timeline