C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,606 $3.38M 0.2% +445 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,596 $3.38M 0.9% +51 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,592 $3.37M 1.04% -81 13F-HR Timeline Group Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,587 $3.37M 1.76% -28 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,585 $3.37M 0.23% +250 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 4,584 $3.37M 0.32% -66 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 4,582 $3.36M 1.61% +120 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,576 $3.36M 1.76% -89 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 4,574 $3.36M 3.43% -1,530 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 4,565 $3.35M 1.26% -30 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 4,561 $3.35M 1.81% +110 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,545 $3.34M 0.22% +538 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,544 $3.34M 1.6% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,537 $3.33M 1.27% +1,033 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 4,532 $3.33M 1.99% +1,127 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,520 $3.32M 1.08% +19 13F-HR Timeline SWS Partners More: the full row for SWS Partners 4,519 $3.32M 0.81% +15 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,508 $3.31M 2.18% -102 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,504 $3.31M 0.81% +87 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 4,503 $3.31M 0.61% -30,517 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 4,500 $3.31M 2.15% +143 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 4,500 $3.3M 0.81% +1,400 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,500 $3.3M 1.42% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,498 $3.3M 0.94% -45 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 4,495 $3.3M 1.19% +42 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,493 $3.3M 0.94% +29 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 4,473 $3.28M 1.05% +50 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,469 $3.28M 1.17% +190 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,467 $3.28M 0.14% +566 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,461 $3.28M 1.46% +109 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 4,458 $3.27M 1.1% new 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 4,438 $3.26M 0.73% +21 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,417 $3.24M 0.79% +83 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,416 $3.24M 1.78% +282 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 4,415 $3.24M 0.63% -1,804 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,413 $3.24M 0.68% +183 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 4,410 $3.24M 2.53% +38 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,409 $3.24M 0.57% -285 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,405 $3.23M 0.74% -688 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,400 $3.23M 0.21% +831 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,399 $3.23M 1.34% +203 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 4,397 $3.23M 1.96% +181 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 4,391 $3.22M 2.96% -1,457 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,385 $3.22M 0.96% +119 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,384 $3.22M 0.47% -40 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 4,380 $3.22M 2.36% -4 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 4,379 $3.22M 4.88% -140 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,377 $3.21M 0.75% -198 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 4,370 $3.21M 2.33% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 4,366 $3.21M 1.7% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,358 $3.2M 0.18% +2,518 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 4,355 $3.2M 0.23% +11 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 4,355 $3.2M 2.05% 0 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 4,353 $3.2M 1.18% +342 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 4,352 $3.2M 2.2% -803 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,351 $3.19M 1.48% -45 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 4,345 $3.19M 0.01% +1,502 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 4,342 $3.19M 0.87% +136 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 4,340 $3.19M 0.35% +2,480 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,337 $3.19M 0.62% +1,648 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 4,328 $3.18M 1.08% +55 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,327 $3.18M 1.11% +414 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,317 $3.17M 1.43% -36 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 4,315 $3.17M 1.33% -27 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,309 $3.16M 1.26% +167 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,307 $3.16M 1.19% +1,219 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 4,301 $3.16M 0.44% +14 13F-HR Timeline Group Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 4,300 $3.16M 3.53% -1,170 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,288 $3.15M 0.82% -20 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 4,274 $3.14M 1.84% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 4,267 $3.13M 0.48% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,265 $3.13M 0.27% -360 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,263 $3.13M 1.04% -13 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,261 $3.13M 0.44% -332 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,247 $3.13M 0.44% -519 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 4,241 $3.11M 2.16% -234 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 4,236 $3.11M 0.48% -50 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,231 $3.11M 0.38% -342 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,224 $3.1M 0.83% +21 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,220 $3.1M 0.25% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,216 $3.1M 1.95% +52 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,357 $3.1M 0.56% -42 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,202 $3.09M 0.47% -168 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 4,200 $3.08M 0.67% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,198 $3.08M 1.68% +216 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 4,191 $3.08M 1.9% -30 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,184 $3.07M 0.4% -4,174 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,181 $3.07M 0.92% -58 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,178 $3.07M 0.15% +106 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 4,155 $3.07M 2.63% -935 13F-HR/A Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 4,172 $3.06M 0.71% +534 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,171 $3.06M 0.73% +1,091 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,170 $3.06M 1.3% +137 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,166 $3.06M 0.88% -1,114 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 4,162 $3.06M 0.62% +118 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 4,158 $3.05M 0.81% +114 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,156 $3.05M 0.77% -229 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 4,149 $3.05M 0.19% -51 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,145 $3.04M 0.21% -8,820 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,142 $3.04M 0.65% +10 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,140 $3.04M 0.57% +1,490 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,121 $3.03M 1.9% -116 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,118 $3.02M 1.55% -36 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 4,105 $3.02M 1.27% -34 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 4,100 $3.01M 3.22% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,088 $3M 0.4% +209 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,086 $3M 1.85% -99 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,082 $3M 1.29% -5 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,080 $3M 0.26% +22 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,078 $3M 0.66% +61 13F-HR/A Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,079 $3M 2.62% -14 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 4,077 $2.99M 0.89% +3,129 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,071 $2.99M 1.66% -557 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,062 $2.98M 0.69% +182 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,059 $2.98M 0.56% +67 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,057 $2.98M 0.71% -7 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,051 $2.97M 0.33% -129 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 4,050 $2.97M 1.73% +430 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,044 $2.97M 0.34% +265 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,029 $2.96M 0.28% -50 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,028 $2.96M 1.08% +803 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,017 $2.95M 0.7% -186 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,011 $2.95M 0.64% +124 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,008 $2.94M 1.24% +96 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,006 $2.94M 0.81% -657 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 4,000 $2.94M 2.29% -13,000 13F-HR Timeline INFINITUM ASSET MANAGEMENT, LLC More: the full row for INFINITUM ASSET MANAGEMENT, LLC 4,000 $2.94M 0.54% 0 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 3,996 $2.93M 2.49% +37 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 3,989 $2.93M 2.21% -20 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,980 $2.92M 0.5% +429 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,976 $2.92M 1.17% +1,502 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,963 $2.91M 1.49% +240 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,961 $2.91M 0.34% +50 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3,958 $2.91M 0.63% -8 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 3,953 $2.9M 2.17% -148 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,948 $2.9M 0.67% -3,328 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,950 $2.9M 1.55% -344 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,943 $2.9M 0.5% +370 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 3,941 $2.89M 0.36% +876 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,925 $2.88M 0.16% +249 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,913 $2.87M 1.31% -15 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,912 $2.87M 0.79% -51 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,911 $2.87M 2.15% -209 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 3,910 $2.87M 1.94% -680 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,899 $2.86M 2.08% -63 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 3,890 $2.86M 1.37% -517 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,886 $2.85M 1.39% +74 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,958 $2.84M 0.75% -69 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,868 $2.84M 0.04% new 13F-HR Timeline Group PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 3,861 $2.84M 3.41% +10 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,857 $2.83M 0.78% -152 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 3,856 $2.83M 1.7% -149 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,855 $2.83M 0.27% -38 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,854 $2.83M 0.9% -21 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,846 $2.82M 0.39% +41 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,843 $2.82M 2.26% -65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,833 $2.81M 1.71% +3,111 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,826 $2.81M 1.33% +837 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,822 $2.81M 0.03% -80 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,818 $2.8M 0.41% -148 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,815 $2.8M 2.76% -871 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 3,811 $2.8M <0.01% +266 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,811 $2.8M 0.65% -535 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,808 $2.8M 0.84% +484 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,807 $2.8M 1.52% +95 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,806 $2.79M 1.23% +11 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,803 $2.79M 0.04% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 3,795 $2.79M 0.86% -106 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,785 $2.78M 0.14% +1,250 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 3,774 $2.77M 0.56% -2,155 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,772 $2.77M 0.42% +193 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 3,759 $2.76M 0.85% +199 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,758 $2.76M 1.02% +3,225 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 3,755 $2.76M 1.59% -331 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,752 $2.76M 0.33% +1,153 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,750 $2.75M 0.27% +1,828 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,750 $2.75M 1.2% +17 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,745 $2.75M 1.83% -67 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 3,744 $2.75M 0.58% +770 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,743 $2.75M 0.95% +528 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,738 $2.75M 0.58% -76 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,736 $2.74M 0.62% -681 13F-HR Timeline Mascagni Wealth Management, Inc. 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