ALBERT D MASON INC More: the full row for ALBERT D MASON INC 4,357 $3.22M 2.33% -182 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 4,355 $3.21M 2.16% -161 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,353 $3.21M 1.54% +197 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,352 $3.21M 1.57% -16 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 4,348 $3.21M 0.17% -162,258 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,346 $3.21M 0.82% -189 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 4,344 $3.21M 0.26% -185 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 4,342 $3.2M 1.44% -42 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,335 $3.2M 0.24% -541 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,334 $3.2M 0.84% +24 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,439 $3.19M 0.23% +252 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,308 $3.18M 0.9% +80 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 4,302 $3.18M 0.41% +119 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,307 $3.18M 1.23% -1,486 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,290 $3.17M 0.54% +3,755 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 4,289 $3.17M 2.39% +350 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 4,287 $3.16M 0.48% -41 13F-HR Timeline Group Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 4,286 $3.16M 0.52% +325 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,279 $3.16M 1.18% +84 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,399 $3.16M 0.62% +44 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,277 $3.16M 1.98% -311 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,276 $3.16M 1.15% -327 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,275 $3.16M 0.42% +157 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,275 $3.16M 0.25% +508 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 4,274 $3.15M 1.99% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 4,273 $3.15M 1.16% +483 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,271 $3.15M 2.58% -816 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,266 $3.15M 0.95% +488 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 4,265 $3.15M 2.35% -34 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,239 $3.13M 3.1% -564 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,239 $3.13M 0.95% -862 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 4,238 $3.13M 0.09% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,237 $3.13M 2.32% -285 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,230 $3.12M 0.79% +40 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 4,226 $3.12M 0.78% +245 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,225 $3.12M 1.58% +854 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 4,223 $3.12M 2.12% +406 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 4,221 $3.12M 2.06% +308 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,220 $3.11M 0.28% -147 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 4,216 $3.11M 2.42% +259 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,212 $3.11M 0.81% +70 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 4,206 $3.1M 0.92% +210 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,203 $3.1M 0.92% +1,541 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,203 $3.1M 0.81% -10 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 4,200 $3.1M 0.21% +398 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,196 $3.1M 1.42% -193 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 4,303 $3.09M 1.26% +36 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,185 $3.09M 2.08% -636 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,180 $3.09M 0.33% -70 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,172 $3.08M 0.46% +54 13F-HR Timeline TLWM More: the full row for TLWM 4,172 $3.08M 0.59% -20 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 4,169 $3.08M 1.86% +174 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 5,335 $3.07M 1.21% 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,164 $3.07M 2.15% -266 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,161 $3.07M 0.2% +362 13F-HR/A Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,154 $3.07M 1.75% +44 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 4,139 $3.06M 1.37% +158 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,142 $3.06M 1.3% +295 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,134 $3.05M 1.73% -1,333 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,132 $3.05M 0.68% +232 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,125 $3.04M 0.22% +188 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,120 $3.04M 2.45% -37 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,105 $3.03M 0.14% -83 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 4,101 $3.03M 2.31% -70 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,093 $3.02M 3.02% +164 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,087 $3.02M 1.44% +30 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 4,086 $3.02M 1.88% -1,809 13F-HR/A Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,080 $3.01M 0.34% +109 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,079 $3.01M 0.32% +66 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,072 $3M 0.16% -261 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,064 $3M 0.74% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,058 $3M 0.29% -55,356 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 4,052 $2.99M 0.41% -90 13F-HR Timeline Group NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 4,046 $2.99M 2.26% 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 4,044 $2.99M 0.67% +131 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 4,044 $2.98M 0.85% +45 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,033 $2.98M 1.47% -38 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,804 $2.97M 1.42% +182 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,017 $2.97M 0.69% +154 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 4,011 $2.96M 1.16% -204 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,009 $2.96M 0.87% +70 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 4,009 $2.96M 2.49% +1,089 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,007 $2.96M 0.22% +1,370 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 4,005 $2.96M 1.88% new 13F-HR Timeline INFINITUM ASSET MANAGEMENT, LLC More: the full row for INFINITUM ASSET MANAGEMENT, LLC 4,000 $2.95M 0.65% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,996 $2.95M 1.41% -281 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,992 $2.95M 0.67% +688 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,968 $2.93M 0.46% +447 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3,966 $2.93M 0.72% -1,112 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,966 $2.93M 0.46% +64 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,963 $2.93M 0.85% -2 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,962 $2.92M 2.27% +49 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 3,959 $2.92M 2.45% -6,599 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 3,946 $2.91M 2.01% +928 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,928 $2.9M 1.51% -3,805 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,917 $2.89M 0.02% -8,708 13F-HR/A Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,913 $2.89M 1.08% +87 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,912 $2.89M 1.25% +782 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,911 $2.89M 0.31% -378 13F-HR/A Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,911 $2.89M 0.36% -29 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,908 $2.88M 2.86% -30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,902 $2.88M 0.03% +826 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,901 $2.88M 0.13% +91 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 3,901 $2.88M 0.94% -1,650 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,027 $2.88M 0.81% -118 13F-HR Timeline Forge First Asset Management Inc. More: the full row for Forge First Asset Management Inc. 3,900 $2.88M 1.04% -11,623 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 5,355 $2.88M 2.17% 0 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,893 $2.87M 0.32% -131 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,887 $2.87M 0.65% +85 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,982 $2.86M 1.65% +73 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,880 $2.86M 0.71% +434 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,879 $2.86M 0.4% -124 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,875 $2.86M 0.99% -64 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 3,851 $2.84M 3.33% +70 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,950 $2.84M 0.08% +390 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 3,829 $2.83M 1.24% +45 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,812 $2.82M 1.48% -276 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,814 $2.82M 0.66% -64 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,812 $2.81M 2.1% -18 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,805 $2.81M 0.42% -60 13F-HR/A Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,795 $2.8M 1.07% -3 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,795 $2.8M 1.44% -143 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,794 $2.8M 0.91% -5 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 3,785 $2.79M 2.48% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,779 $2.79M 0.34% +260 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 3,778 $2.79M 1.81% -1,735 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 3,756 $2.77M 1.07% -122 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 3,755 $2.77M 1.41% +850 13F-HR Timeline Explore Capital Management, LLC More: the full row for Explore Capital Management, LLC 3,750 $2.77M 1.96% 13F-HR/A Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,747 $2.77M 2% +21 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 3,745 $2.76M 2.59% -448 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,742 $2.76M 0.59% +660 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,733 $2.76M 0.38% +338 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,733 $2.75M 1.48% -4,257 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 3,732 $2.75M 2.12% -56 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,729 $2.75M 1.02% +76 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,723 $2.75M 1.54% +211 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,712 $2.74M 1.77% +120 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,685 $2.72M 0.34% +32 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,676 $2.71M 0.16% -223 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 3,671 $2.71M 0.08% +289 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,669 $2.71M 0.33% -929 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,663 $2.7M 0.89% +40 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 3,658 $2.7M 2.14% -6 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,654 $2.7M 2.3% -26 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,638 $2.69M 0.6% +1,862 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 3,638 $2.69M 0.66% -2,497 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,463 $2.68M 2.22% +1,031 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 3,628 $2.68M 0.15% -1,552 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,624 $2.67M 0.21% +2,366 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,621 $2.67M 0.6% +115 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 3,620 $2.67M 1.71% +1,731 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,606 $2.66M +830 Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 3,594 $2.65M 0.54% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,587 $2.65M 0.82% +242 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,582 $2.64M 2.1% -285 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,579 $2.64M 0.44% +408 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,577 $2.64M 1.8% -10 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,573 $2.64M 0.5% +59 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 3,569 $2.63M 0.19% -109 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,564 $2.63M 1.32% -34 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 3,560 $2.63M 0.89% -68 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 3,558 $2.63M 1.54% 0 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,552 $2.62M 0.95% +233 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,551 $2.62M 0.5% +739 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,551 $2.62M 2.16% -5 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 3,547 $2.62M 0.29% +576 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 3,545 $2.62M <0.01% +898 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 3,543 $2.62M 1.96% -470 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 3,531 $2.61M 0.19% +159 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 3,519 $2.6M 0.77% -11 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 3,519 $2.6M 0.8% +194 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,517 $2.6M 1.1% +43 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,517 $2.6M 1.33% +1,545 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 3,511 $2.59M 0.1% -357 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,506 $2.59M 0.36% +13 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,504 $2.59M 1.08% +492 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 3,500 $2.58M 4.22% 0 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 3,500 $2.58M 1.54% -15,500 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,499 $2.58M 0.73% +104 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,497 $2.58M 3.72% -234 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,589 $2.58M 0.91% +357 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 3,494 $2.58M 1.18% +200 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 3,494 $2.58M 4.48% +33 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,482 $2.57M 1.25% +54 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 3,472 $2.56M 0.85% -190 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 3,468 $2.56M 1.21% +702 13F-HR Timeline Harfst & Associates, Inc. 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