Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,832 $4M 1.75% +20 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 6,821 $3.99M 1.76% +240 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 6,784 $3.97M 3.36% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,768 $3.96M 0.53% +664 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,765 $3.96M 0.12% +1,196 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,426 $3.95M 0.33% +2,678 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 6,750 $3.95M 0.7% +479 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,743 $3.95M 1.38% -101 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 6,731 $3.94M 0.37% -177 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 6,721 $3.94M 2.3% -156 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 6,714 $3.93M 6.23% +243 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 6,700 $3.92M 1.27% 0 13F-HR Timeline Longitude (Cayman) Ltd. More: the full row for Longitude (Cayman) Ltd. 6,700 $3.92M 4.5% +2,900 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 6,692 $3.92M 1.67% -33 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 6,687 $3.92M 0.98% +541 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,677 $3.91M 0.98% -3,342 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,674 $3.91M 2.73% -226 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 6,666 $3.9M 1.49% 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 6,640 $3.89M 1.15% +2,857 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 5,632 $3.88M 3.34% 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,624 $3.88M 0.16% +453 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 6,622 $3.88M 1.59% +388 13F-HR Timeline HARBERT FUND ADVISORS, LLC More: the full row for HARBERT FUND ADVISORS, LLC 6,615 $3.87M 3.37% +1,615 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 6,615 $3.87M 2.33% +698 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,612 $3.87M 0.33% +2,037 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 6,611 $3.87M 2.14% -61 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,610 $3.87M 0.08% +1,435 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,608 $3.87M 0.78% +637 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 6,606 $3.87M 0.82% new 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 6,604 $3.87M 1.64% +156 13F-HR/A Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 6,600 $3.86M 1.12% new 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 6,600 $3.86M 2.73% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,529 $3.86M 0.27% +2,300 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 6,588 $3.86M 1.34% +136 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,585 $3.86M 2.57% +1,017 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,568 $3.85M 0.26% -249 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,533 $3.83M 0.14% +1,149 13F-HR/A Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 6,523 $3.82M 4.34% -597 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 6,522 $3.82M 1.17% -92 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,496 $3.8M 0.79% -4,126,374 13F-HR/A Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,495 $3.8M 0.94% -511 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,474 $3.79M 0.87% -2 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 6,468 $3.79M 0.4% -1,505 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,458 $3.78M 2.18% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 6,453 $3.78M 1% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,454 $3.78M 1.37% +259 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 6,447 $3.77M 1.23% -324 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 6,444 $3.77M 1.52% +223 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 6,428 $3.76M 2.38% -364 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,423 $3.76M 2.51% -51 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 6,407 $3.75M 1.12% +662 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,406 $3.75M 0.46% +191 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,398 $3.75M 3.12% -197 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,396 $3.74M 1.12% -126 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,386 $3.74M 0.15% +133 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,384 $3.74M 0.1% +126 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,354 $3.72M 0.48% -221 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 6,320 $3.7M 0.24% +749 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,318 $3.7M 0.18% +788 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 6,311 $3.7M 1.51% 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 6,279 $3.68M 0.9% +260 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 6,277 $3.68M 0.21% 0 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 6,273 $3.67M 0.15% -5 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 6,264 $3.67M 1.91% -56 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 6,261 $3.67M 1.18% +108 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 6,259 $3.66M 3.71% -710 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,248 $3.66M 1.99% -98 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 6,246 $3.66M 8.6% +441 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 6,243 $3.66M 1.7% +52 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,242 $3.65M 0.07% +4,344 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 6,230 $3.65M 0.48% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,897 $3.64M 0.69% 0 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 6,205 $3.63M 2.26% +207 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 6,204 $3.63M 0.72% +117 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 6,201 $3.63M 3.88% 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 6,201 $3.63M 2.3% +532 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 6,195 $3.63M 0.36% +11 13F-HR Timeline Group a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 6,194 $3.63M 0.42% 0 13F-HR/A Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,190 $3.62M 1.83% +57 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 6,189 $3.62M 1.39% +218 13F-HR/A Timeline United Bank More: the full row for United Bank 6,186 $3.62M 1.53% +617 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 6,184 $3.62M 1.73% +563 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 6,178 $3.62M 0.45% +916 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,174 $3.61M 0.04% -1,009 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 6,161 $3.61M 3.63% 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 6,155 $3.6M 0.73% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 6,140 $3.6M 0.87% +263 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 6,139 $3.59M 1.44% -37,760 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 6,136 $3.59M 0.92% +194 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 6,130 $3.59M 3.76% 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,127 $3.59M 0.39% -113 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,121 $3.58M 0.75% -3,199 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,115 $3.58M 0.25% +3,264 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 6,114 $3.58M 1.15% -183 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,096 $3.57M 1.65% +597 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 6,087 $3.56M 1.2% -1,074 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,084 $3.56M 1.98% +2,469 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,083 $3.56M 1.57% +210 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 6,080 $3.56M 2.75% +596 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 6,080 $3.56M 2.3% +6 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 6,079 $3.56M 0.32% -181 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 6,072 $3.56M 1.39% +544 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 8,530 $3.53M 1.23% +5,641 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,018 $3.52M 1.49% +360 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,012 $3.52M 0.25% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,007 $3.52M 0.26% -863 13F-HR Timeline Ashburton (Jersey) Ltd More: the full row for Ashburton (Jersey) Ltd 5,996 $3.51M 1.55% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,989 $3.51M 0.9% -19 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 5,980 $3.5M 0.51% -7,370 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 5,977 $3.5M 3.92% 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 5,970 $3.5M 0.57% +35 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,967 $3.49M 0.13% +209 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 5,966 $3.49M 0.37% +288 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 5,957 $3.49M 2.9% 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 5,951 $3.48M 1.62% +515 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,933 $3.47M 0.22% -61 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 5,913 $3.46M 0.22% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 5,905 $3.46M 1.26% -69 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,904 $3.46M 3.32% +175 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 5,902 $3.46M 1.58% +37 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,900 $3.45M 1.66% -54 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,871 $3.44M 2.43% -20 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,870 $3.44M 0.62% -26,863 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 5,868 $3.44M 1.82% -59 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,864 $3.43M 1.17% +63 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,825 $3.43M 0.45% +119 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 5,860 $3.43M 1.96% +1,209 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 5,856 $3.43M 1.87% +2,064 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,851 $3.43M 1.91% 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,848 $3.42M 0.49% -52 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 5,839 $3.42M 1.72% +58 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,816 $3.41M -184 Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,813 $3.4M 1.69% +162 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,809 $3.4M 0.54% -5,340 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 5,807 $3.4M 0.63% -136 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 5,806 $3.4M 0.7% +131 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,805 $3.4M 0.93% -22 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 5,803 $3.4M 2.1% +875 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,800 $3.4M 2.43% -150 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 5,790 $3.39M 2.12% 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,213 $3.38M 1% 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 5,762 $3.37M 0.08% -1,206 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 5,757 $3.37M 2.65% -12 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,753 $3.37M 0.18% +236 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 5,748 $3.37M 0.73% +196 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 5,735 $3.36M 0.3% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 5,720 $3.35M 2.15% -528 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 5,717 $3.35M 1.79% -201 13F-HR Timeline Selway Asset Management More: the full row for Selway Asset Management 5,700 $3.34M 1.31% -300 13F-HR/A Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 5,696 $3.34M 1.52% -18 13F-HR Timeline S&CO INC More: the full row for S&CO INC 5,695 $3.33M 0.23% 0 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 5,689 $3.33M 2.94% +250 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 5,679 $3.33M 1.13% +4,347 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 5,658 $3.31M 0.08% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 5,654 $3.31M 0.54% -3 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,651 $3.31M 1.01% +656 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,648 $3.31M 2.29% -1,079 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 5,648 $3.31M 0.99% +194 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 5,621 $3.29M 2.23% +498 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,614 $3.29M 0.26% -53 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 5,610 $3.28M 1.32% +781 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,593 $3.27M 0.23% -35 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,589 $3.27M 0.72% +213 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 5,581 $3.27M 2.99% 13F-HR Timeline Sone Capital Management, LLC More: the full row for Sone Capital Management, LLC 5,580 $3.27M 0.41% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,577 $3.27M 0.59% +203 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 5,570 $3.26M 1.56% 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 5,565 $3.26M 2.65% +30 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,522 $3.23M 1.03% -206 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,516 $3.23M 0.16% -2 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 5,515 $3.23M 3.59% -42 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,515 $3.23M 0.78% +37 13F-HR Timeline TREMBLANT CAPITAL GROUP in group TREMBLANT CAPITAL GROUP More: the full row for TREMBLANT CAPITAL GROUP 5,506 $3.22M 0.34% +704 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 5,503 $3.22M 0.74% +230 13F-HR Timeline Group JBF Capital, Inc. More: the full row for JBF Capital, Inc. 5,500 $3.22M 0.55% 0 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 5,500 $3.22M 1.7% -100 13F-HR Timeline Incline Global Management LLC More: the full row for Incline Global Management LLC 5,499 $3.22M 2.44% -8,394 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 5,492 $3.22M 0.15% +924 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,465 $3.2M 1.02% +334 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 5,460 $3.2M 1.52% +540 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 5,439 $3.18M 2.43% -67 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. US Asset Management LLC More: the full row for US Asset Management LLC 5,424 $3.18M 2.85% -176 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 5,403 $3.16M 2.06% +2,571 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 5,402 $3.16M 2.55% +163 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 5,387 $3.15M 0.74% +76 13F-HR Timeline Group MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 5,379 $3.15M 2.89% 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,369 $3.14M 0.21% +380 13F-HR Timeline Group TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 5,361 $3.14M 1.87% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,357 $3.14M 0.44% +431 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,353 $3.13M 0.24% +4,886 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,347 $3.13M 0.74% +130 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,341 $3.13M 0.18% +61 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 5,334 $3.12M 1.55% +989 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 5,327 $3.12M 0.21% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,325 $3.12M 0.58% +260 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 5,300 $3.1M 1.15% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,288 $3.1M 0.8% +3,313 13F-HR/A Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 5,284 $3.09M 0.25% -75 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 5,281 $3.09M 1.03% +191 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 5,279 $3.09M 0.81% +263 13F-HR Timeline