Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 5,497 $3.17M 2.45% +737 13F-HR Timeline BANK OZK More: the full row for BANK OZK 5,487 $3.16M 1.32% +604 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,485 $3.16M 0.55% +160 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,469 $3.15M 1.41% +2,348 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 5,467 $3.15M 1.92% -393 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,461 $3.15M 0.64% +359 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 5,450 $3.14M 1.7% -50 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 5,716 $3.14M 2.72% +84 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 5,435 $3.13M 2.06% -368 13F-HR/A Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 5,426 $3.13M 2.09% +264 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,407 $3.12M 0.56% +518 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,407 $3.12M 1.24% +192 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,406 $3.12M 0.08% -2,625 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,404 $3.12M 2.97% -20 13F-HR Timeline Selway Asset Management More: the full row for Selway Asset Management 5,400 $3.11M 1.28% -300 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,380 $3.1M 0.85% +230 13F-HR/A Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 5,380 $3.1M 0.73% -7 13F-HR Timeline Group Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 5,355 $3.1M 7.68% -891 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,376 $3.1M 0.51% -1,718 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,360 $3.09M 0.67% +13 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,356 $3.09M 0.11% +308 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,349 $3.08M 0.91% +136 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,328 $3.07M 1.2% +105 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 5,324 $3.07M 0.5% +931 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 5,323 $3.07M 2.77% -79 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,316 $3.06M 1.08% +91 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 5,746 $3.06M 1.98% +1,350 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 5,309 $3.06M 0.09% -349 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 5,308 $3.06M 1.07% +53 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5,307 $3.06M 1.54% +93 13F-HR Timeline Group CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,304 $3.06M 0.61% +1,531 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 5,298 $3.05M 0.99% -4,562 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,287 $3.05M 0.93% -364 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,285 $3.05M 0.98% -237 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 5,278 $3.04M 0.81% -1,322 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,262 $3.03M 1.58% +137 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,250 $3.03M 0.16% +238 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,242 $3.02M 0.66% -273 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,242 $3.02M 0.22% +11 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 5,239 $3.02M 0.71% new 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 5,228 $3.01M 1.39% -2,471 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 5,222 $3.01M 2.4% +42 13F-HR/A Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 5,222 $3.01M 1.58% -892 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 5,215 $3.01M 2.45% -350 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 5,209 $3M 1.6% -659 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 5,200 $3M 2.65% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,198 $3M 0.39% +20 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 5,197 $3M 1.36% +699 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,190 $2.99M 0.64% +880 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,180 $2.99M 0.19% +133 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 5,179 $2.99M 1.01% -39 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 5,327 $2.98M 0.24% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,175 $2.98M 0.24% +2,487 13F-HR/A Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 5,175 $2.98M 0.64% +510 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 5,284 $2.97M 1.56% +644 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,153 $2.97M 1.11% +435 13F-HR Timeline Group Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 5,152 $2.97M 1.05% -129 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 5,149 $2.97M 2.45% -254 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 5,078 $2.97M 0.46% 0 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 5,139 $2.96M 2.2% +100 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,129 $2.96M 0.81% +86 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 5,115 $2.95M 1.4% new 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 5,114 $2.95M 2.62% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,112 $2.95M 1.17% -30 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 5,104 $2.94M 0.82% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 5,101 $2.94M 0.96% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,097 $2.94M 0.45% +120 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 5,087 $2.93M 2.58% -602 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,081 $2.93M 0.34% +213 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 5,081 $2.93M 1.53% +184 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 5,078 $2.93M 0.84% +21 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,069 $2.92M 0.63% +351 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 5,068 $2.92M 1.2% +49 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 5,064 $2.92M 1.47% -46 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 5,060 $2.92M 2.73% -50 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 5,059 $2.92M 1.09% +3,701 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,044 $2.91M 0.59% -14,447 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 5,039 $2.9M 4.34% -400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,036 $2.9M 0.6% +102 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 5,036 $2.9M 2.36% +90 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 5,033 $2.9M 2.39% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,022 $2.9M 0.24% new 13F-HR Timeline American Trust More: the full row for American Trust 5,022 $2.89M 0.71% -1,859 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,015 $2.89M 0.63% +267 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,013 $2.89M 0.43% +156 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,006 $2.89M 0.21% +294 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,000 $2.88M 0.2% +335 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 4,995 $2.88M 1.49% +1,023 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,991 $2.88M 1.04% +122 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,515 $2.88M 1.12% -1,561 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,980 $2.87M 1.27% +331 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,977 $2.87M 1.42% -75 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,148 $2.87M 1.5% +262 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,963 $2.86M 0.42% +1,361 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,961 $2.86M 1.27% +3,577 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,958 $2.86M 0.51% +142 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 4,952 $2.85M 1.08% +86 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,943 $2.85M 0.35% +97 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,942 $2.85M 0.8% -4 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,940 $2.85M 0.28% +950 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,940 $2.85M 0.57% +4,388 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,939 $2.85M 0.26% +16 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,925 $2.84M 0.41% -2,356 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 4,923 $2.84M 1.08% +1,597 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,914 $2.83M 0.17% +296 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 4,905 $2.83M 2.6% -346 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 4,900 $2.83M 1.45% 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 4,900 $2.82M 0.43% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,897 $2.82M 1.17% +1,640 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,896 $2.82M 1.58% +756 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 4,888 $2.82M 0.08% -874 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,887 $2.82M 1% -300 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 4,884 $2.81M 1.57% -833 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,881 $2.81M 1.07% +42 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,876 $2.81M 0.24% +1,665 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 4,872 $2.81M 1.84% +913 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,871 $2.81M 0.76% -417 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 4,860 $2.8M 0.73% -6,999 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,854 $2.8M 0.37% -30 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,836 $2.79M 1.84% +66 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,835 $2.79M 0.54% -972 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,825 $2.78M 0.66% -195 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,824 $2.78M +411 Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,821 $2.78M 1.85% -6,357 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,816 $2.78M 0.17% +344 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,803 $2.77M 0.36% +644 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,803 $2.77M 1.79% +396 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,797 $2.77M 1.37% +808 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,768 $2.75M 0.42% -15 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,753 $2.74M 0.85% -379 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,745 $2.73M 0.34% +680 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,743 $2.73M 2.02% -311 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,741 $2.73M 0.7% +68 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 4,732 $2.73M 2.11% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,728 $2.73M 0.22% +135 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 4,728 $2.73M 2.59% +27 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,612 $2.72M 0.45% 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,727 $2.72M 1.02% +23 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,726 $2.72M 1.24% +323 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 4,725 $2.72M 0.56% -169 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 4,716 $2.72M 1.54% -19,875 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,711 $2.72M 0.77% +745 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,702 $2.71M 0.38% +81 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 4,700 $2.71M 1.24% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,690 $2.7M 0.54% -46 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,683 $2.7M 0.86% +3,990 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,683 $2.7M 0.51% 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 4,675 $2.69M 1.47% +17 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 4,650 $2.68M 0.3% -18 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,648 $2.68M 1.43% -80 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,629 $2.67M 1.29% -310 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,624 $2.67M 0.62% +130 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,616 $2.66M 0.28% +783 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,610 $2.66M 0.43% +216 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 4,607 $2.66M 1.21% -130 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,604 $2.65M 0.32% -49 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,603 $2.65M 1.01% -41 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,603 $2.65M 0.19% -116 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,598 $2.65M 0.33% -4 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,588 $2.64M 1.76% -1,060 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,582 $2.64M 0.54% -18 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 4,581 $2.64M 1.58% +175 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,579 $2.64M 1.22% +2,501 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,575 $2.64M 1.71% -253 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 4,570 $2.63M 2.97% -945 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,558 $2.63M 0.54% +607 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,555 $2.63M 1.06% -33 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,483 $2.62M 0.85% +127 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,544 $2.62M 0.19% -17 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,542 $2.62M 0.82% -337 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 4,539 $2.62M 1.78% +1,111 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,535 $2.61M 0.73% +629 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 4,532 $2.61M 0.9% -2,968 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 4,529 $2.61M 0.22% -755 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,529 $2.61M 0.73% -34 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,522 $2.61M 1.71% +277 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,522 $2.61M 2.36% -25 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,521 $2.61M 2.05% +137 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,520 $2.61M 0.83% -21 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 4,516 $2.6M 2.11% +45 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 4,510 $2.6M 0.35% +160 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,507 $2.6M 0.37% -170 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,503 $2.6M 0.22% +695 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 4,500 $2.59M 0.92% new 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,500 $2.59M 1.15% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,490 $2.59M 1.01% +450 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,488 $2.59M 0.73% +664 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 4,481 $2.58M 1.11% -728 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 4,470 $2.58M 0.89% -803 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,468 $2.58M 0.26% -82 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 4,467 $2.57M 0.59% +95 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,466 $2.57M 0.49% +903 13F-HR Timeline SWS Partners More: the full row for SWS Partners 4,466 $2.57M 0.84% +46 13F-HR/A Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,465 $2.57M 0.72% +73 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 4,464 $2.57M 0.64% new 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 4,457 $2.57M 2.23% -1,300 13F-HR Timeline COURAGE CAPITAL MANAGEMENT LLC More: the full row for COURAGE CAPITAL MANAGEMENT LLC 4,450 $2.56M 5.24% -3,050 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. 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