Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 18,039 $5.51M 0.15% -101 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 18,063 $5.51M 0.37% +134 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 18,007 $5.5M 1.12% +452 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 18,000 $5.5M 0.67% 0 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 17,984 $5.5M 0.47% +399 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 17,973 $5.49M 0.1% +1,824 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 17,955 $5.49M 0.1% +469 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 17,923 $5.48M 1.01% -282 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 17,909 $5.47M 2.33% +447 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 17,813 $5.44M 0.06% -1,497 13F-HR Timeline Group Savoir Faire Capital Management, L.P. More: the full row for Savoir Faire Capital Management, L.P. 17,799 $5.44M 2.58% -6,001 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 17,770 $5.44M 1.46% +91 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 17,787 $5.44M 1.21% +489 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 17,757 $5.43M 0.02% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 17,750 $5.42M 0.16% +375 13F-HR Timeline MOTCO More: the full row for MOTCO 17,723 $5.42M 0.49% -342 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 17,691 $5.41M 1% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,688 $5.41M 0.47% +52 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 17,687 $5.41M 1.84% +12 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 17,681 $5.4M 0.38% +154 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 17,670 $5.4M 0.36% +77 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,577 $5.37M 0.19% -108 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 17,518 $5.36M 0.15% -2,727 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 17,386 $5.31M 0.19% -320 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 17,359 $5.31M 1.01% +1,403 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 17,313 $5.29M 0.09% +201 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 17,306 $5.29M 0.17% +1,758 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 17,278 $5.28M 0.24% -74 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 17,257 $5.27M +721 Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 17,246 $5.27M 0.07% -43 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 17,224 $5.26M 0.54% +112 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 3,957 $5.26M 5.62% 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 17,200 $5.26M 1.64% -656 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 17,157 $5.24M 0.58% +54 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 17,146 $5.24M 1.22% -40 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 17,142 $5.24M 1.21% +20 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 17,055 $5.2M 0.4% +12,554 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 16,926 $5.17M 0.3% -5,870 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 16,916 $5.17M 0.13% -6,854 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 16,853 $5.15M 1.42% -259 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 16,758 $5.12M 2.39% -286 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 16,745 $5.12M 0.1% -127 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 16,697 $5.1M 0.37% -247 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 16,693 $5.1M 0.05% -1,248 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 16,449 $5.07M 0.23% +7,491 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 16,564 $5.06M 1.88% +232 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 15,438 $5.05M 0.12% -148 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 16,357 $5M 0.12% +1,205 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 16,335 $4.99M 0.09% +353 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 16,237 $4.96M 0.26% +686 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,169 $4.94M 0.11% +4,397 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 16,153 $4.94M 0.34% -115 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 15,498 $4.94M 0.68% 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 16,134 $4.93M 1.13% -217 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 16,110 $4.92M 1.5% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 16,092 $4.92M 0.23% +19 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 16,051 $4.91M 0.98% +6,628 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 16,019 $4.9M 0.83% +7,234 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 16,007 $4.89M 0.71% -1,920 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 15,962 $4.88M 0.87% -499 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 15,914 $4.86M 0.41% +255 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 15,879 $4.85M 0.18% +154 13F-HR Timeline Group PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 15,831 $4.84M 0.14% -333 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15,678 $4.79M 0.05% -993 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,617 $4.77M 0.14% +7,706 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 15,605 $4.77M 4.28% -467 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 15,504 $4.76M +9,836 Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 15,570 $4.76M 0.76% +1,555 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 15,563 $4.76M 0.52% -466 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 15,439 $4.72M 0.26% -18 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 15,436 $4.72M 0.2% -392 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 15,400 $4.71M 0.32% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 15,393 $4.7M 0.18% -58 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 15,315 $4.68M 0.22% +235 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 15,301 $4.68M 2.07% +2,459 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 15,076 $4.61M 0.31% -637 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 15,019 $4.59M 0.37% +208 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 14,985 $4.58M 0.64% -920 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 14,964 $4.57M 0.29% -87 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,947 $4.57M 0.15% -1,983 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 14,874 $4.55M 0.36% 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 14,874 $4.55M 1.28% +12,847 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,842 $4.54M 0.1% -119 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,832 $4.53M 0.37% +204 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 14,831 $4.53M 0.04% -11,100 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 14,758 $4.51M 1.31% +120 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 14,740 $4.51M 0.45% -451 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 14,670 $4.48M 0.26% -193 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 14,651 $4.48M 1.07% +2,587 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 14,644 $4.48M 0.38% 0 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 14,600 $4.46M 2.72% 0 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 14,595 $4.46M 0.7% +626 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 14,543 $4.44M 2.17% +2,799 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 14,504 $4.44M -482 Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 14,473 $4.42M 0.33% -50 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 14,451 $4.42M 0.4% +703 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 14,420 $4.41M 1.1% +4 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 14,412 $4.4M 0.16% +3,692 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,393 $4.4M 0.25% -85 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 14,390 $4.4M 0.1% -84 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 14,382 $4.4M 0.02% +6,993 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 14,352 $4.39M 1.13% -75 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 14,333 $4.38M 0.38% -170 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 14,332 $4.38M 0.37% +140 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 14,314 $4.37M 2.62% +150 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 14,282 $4.37M 0.6% +1,334 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,135 $4.35M 0.17% +1,855 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 14,206 $4.34M 0.47% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,198 $4.34M 0.21% +4,500 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 14,147 $4.32M 1.55% new 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,143 $4.32M 0.19% +1,880 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 14,118 $4.31M 0.12% +14,115 13F-HR/A Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 14,111 $4.31M 0.87% -85 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 13,920 $4.29M 0.06% -613 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 13,982 $4.27M 0.25% -383 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 13,970 $4.27M 0.09% +1,321 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 13,933 $4.26M +727 Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 13,921 $4.25M 0.96% -1,074 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,903 $4.25M 0.13% -969 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 13,838 $4.23M 0.82% -306 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,793 $4.22M 0.31% -175 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 13,783 $4.21M 0.13% -248 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 13,737 $4.2M +381 Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13,733 $4.2M 0.28% +348 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 13,720 $4.19M 0.43% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 13,702 $4.19M 0.35% -501 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 13,516 $4.13M 1.75% -200 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 13,486 $4.12M 0.03% new 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 13,465 $4.12M 0.07% +311 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 13,419 $4.1M 0.32% -40 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 13,381 $4.1M 0.33% 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 13,395 $4.09M 0.44% +436 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 13,393 $4.09M 0.4% -120 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 13,385 $4.09M 2.46% -548 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 13,379 $4.09M -514 Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 13,373 $4.09M 0.29% -100 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 13,362 $4.08M 0.98% +200 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,326 $4.07M 0.09% +93 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 13,317 $4.07M 0.13% -74 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13,311 $4.07M 0.64% -641 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 13,270 $4.06M 2.03% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,260 $4.05M 0.22% +432 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 13,254 $4.05M 0.82% -95 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 13,241 $4.05M 2.34% -60 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 13,236 $4.05M 0.21% -48 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 13,189 $4.03M 0.08% -108 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 13,175 $4.03M 0.26% +273 13F-HR Timeline Group Citizens Business Bank More: the full row for Citizens Business Bank 13,118 $4.01M 0.66% +393 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 13,055 $3.99M 2.33% +126 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 13,005 $3.97M 0.15% +5 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 13,001 $3.97M 0.92% 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 12,909 $3.97M 1.19% +243 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 13,000 $3.97M 4.77% 0 13F-HR Timeline Tredje AP-fonden More: the full row for Tredje AP-fonden 12,986 $3.97M 0.03% -11,373 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,983 $3.97M 0.41% +274 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 12,966 $3.96M 1.37% +871 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,966 $3.96M 0.09% +1,602 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 12,965 $3.96M 0.43% -1,500 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 12,961 $3.96M 2.78% -34 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,954 $3.96M 0.22% +190 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 12,877 $3.94M 1.68% -170 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 12,870 $3.93M 4.01% 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 12,851 $3.93M 1.3% +800 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 12,833 $3.92M 1.11% +2,864 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 12,800 $3.91M 0.21% +261 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 12,793 $3.91M 0.46% -27 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 12,771 $3.9M 0.82% +712 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,770 $3.9M 0.1% -295 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,764 $3.9M 0.09% +173 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12,740 $3.89M 0.17% -1,387 13F-HR Timeline Group Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 12,679 $3.88M 1.78% +238 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 12,663 $3.87M 0.6% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 12,631 $3.86M 0.4% +781 13F-HR Timeline InvesTrust More: the full row for InvesTrust 12,587 $3.85M 1.49% -1,270 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 12,586 $3.85M 1.11% -95 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 12,579 $3.84M 0.6% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 12,539 $3.83M 0.25% +737 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 12,530 $3.83M 0.29% -120 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 12,494 $3.82M 0.13% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 12,494 $3.82M 0.5% +1 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 12,453 $3.81M 0.04% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 12,440 $3.8M 0.78% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 12,404 $3.79M 0.25% -61 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,391 $3.79M 0.13% -489 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 12,391 $3.79M 1% +1,514 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 12,384 $3.78M 0.22% +9,977 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 12,382 $3.78M 0.45% -711 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,371 $3.78M 0.63% -111 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 12,336 $3.77M 0.31% -15,215 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 12,324 $3.77M 3.15% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,316 $3.76M 0.18% +49 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 12,307 $3.76M +795 Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,303 $3.76M 0.35% -35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 12,271 $3.75M 0.94% +11,419 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 12,239 $3.74M 0.76% +531 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 12,230 $3.74M 0.19% +761 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 12,187 $3.72M 1.06% -40 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 12,166 $3.72M 1.84% +242 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 12,124 $3.71M 0.05% +107 13F-HR Timeline Group DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 12,099 $3.7M 1.11% new 13F-HR Timeline