HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 28,383 $3.41M 0.04% +236 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 28,381 $3.41M 0.86% +15,130 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 28,364 $3.41M 0.28% +4,153 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 28,343 $3.41M 0.27% +37 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 28,341 $3.41M 0.04% +1,122 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 28,111 $3.38M 0.47% -549 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 28,072 $3.38M 0.24% 0 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 27,821 $3.37M 0.58% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 28,024 $3.37M 0.29% -1,000 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 27,829 $3.36M 0.73% +1,136 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 27,954 $3.36M 1.56% -138 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 27,928 $3.36M 1.06% +24,272 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 27,798 $3.34M 1.83% 0 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 27,772 $3.34M 0.75% -1,432 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 27,686 $3.34M 0.12% +21,122 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 27,704 $3.33M 0.03% -88,750 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 27,595 $3.32M 0.53% -107 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 27,551 $3.31M 0.7% -1,265 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 27,226 $3.3M 0.89% -9,324 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 27,316 $3.29M 0.57% +49 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 26,939 $3.27M 0.39% +6,389 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 27,189 $3.27M 0.19% -1,232 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 27,172 $3.27M 1.1% -1,215 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 26,998 $3.26M 0.23% -2,805 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 27,070 $3.26M 0.23% +703 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 27,056 $3.25M 0.09% +6 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 27,023 $3.25M +6,650 Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 26,998 $3.25M 0.31% -2,726 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 26,963 $3.24M 0.52% -1,950 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 26,910 $3.24M 0.34% -4,208 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 26,860 $3.23M 0.19% +443 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 26,811 $3.23M 0.55% +15,177 13F-HR Timeline Group Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 26,804 $3.22M 0.29% 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 26,753 $3.22M 0.24% +6,019 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 26,683 $3.21M 0.2% -1,925 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 26,668 $3.21M 0.12% +12,661 13F-HR Timeline Essex LLC More: the full row for Essex LLC 26,639 $3.2M 0.57% -946 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 26,625 $3.2M 0.53% -2,090 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 26,590 $3.2M 0.23% +1,090 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 26,584 $3.2M 0.13% -1,359 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 26,529 $3.19M 1.35% -2,709 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 25,861 $3.19M 0.1% +2,330 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 26,305 $3.16M 0.5% -1,593 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 26,282 $3.16M 0.97% -215 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 26,258 $3.16M 2.1% +274 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 26,480 $3.15M 0.22% +544 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 26,178 $3.15M 0.68% -4,680 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 26,131 $3.14M 0.11% -702 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 29,832 $3.14M 2.35% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 26,099 $3.14M 0.51% -1,022 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 26,093 $3.14M 1.29% +348 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 26,092 $3.14M 0.26% +141 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 26,081 $3.14M 0.25% -2,225 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 26,080 $3.14M 1.07% +8,045 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 26,064 $3.13M 0.52% +1,126 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 25,990 $3.13M 0.07% -2,791 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 25,973 $3.12M 0.23% -4,566 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 25,914 $3.12M 0.2% +4,254 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 25,912 $3.12M 1.05% -3,348 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 25,838 $3.11M 0.06% -21,956 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 25,825 $3.11M 0.24% +859 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 25,811 $3.1M 0.11% -194 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 25,699 $3.09M 0.41% -28,455 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 25,670 $3.09M 0.16% +917 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 25,632 $3.08M 0.14% -16,066 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 25,631 $3.08M 0.88% +550 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 25,599 $3.08M 0.41% -372 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 25,577 $3.08M 1.18% +3,092 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 25,532 $3.07M 0.68% -317 13F-HR Timeline P.A.W. CAPITAL CORP More: the full row for P.A.W. CAPITAL CORP 25,665 $3.07M 2.45% new 13F-HR/A Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 25,476 $3.06M 0.79% +11,861 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 25,324 $3.05M 0.94% -308 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 25,294 $3.04M 0.62% -5,516 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 25,293 $3.04M 0.47% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 26,903 $3.04M 0.48% -362 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 25,248 $3.04M 0.91% +8,523 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 25,244 $3.04M 0.07% +19,598 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 25,212 $3.03M 0.54% +43 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 25,195 $3.03M 1.52% +434 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 25,115 $3.02M 2.18% -1,328 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 25,102 $3.02M 0.52% -2,670 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 25,087 $3.02M 0.55% +925 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 25,086 $3.02M 1.69% -4,800 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 25,039 $3.01M 0.17% -1,386 13F-HR Timeline Group Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 25,000 $3.01M 0.37% -128,000 13F-HR Timeline Group BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 25,000 $3.01M 0.01% new 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 24,966 $3M 0.54% +255 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 24,758 $2.98M 0.81% -62 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 24,749 $2.98M 0.22% -2,099 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 24,746 $2.98M 0.17% -345 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 24,731 $2.97M 0.39% -13,228 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 24,714 $2.97M 1.08% +373 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 24,705 $2.97M 0.31% -1,148 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 26,115 $2.96M 0.29% +117 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 24,524 $2.95M 0.28% +12,141 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 24,395 $2.95M 0.05% +302 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 26,577 $2.95M -1,151 Timeline BAILARD, INC. More: the full row for BAILARD, INC. 24,509 $2.95M 0.07% -1,571 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 24,453 $2.94M 0.38% -433 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 24,309 $2.94M 0.13% +5,073 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 24,445 $2.94M 0.68% +26 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 24,350 $2.93M 0.31% +409 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 24,295 $2.92M 0.07% +612 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 26,478 $2.92M 0.23% +2,159 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 27,728 $2.92M 0.14% -110 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 24,246 $2.92M 0.41% +981 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 24,244 $2.92M 0.28% -527 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 24,216 $2.91M 0.53% +12,759 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 24,092 $2.9M 0.62% -2,739 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 23,904 $2.9M 0.41% -535 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 24,064 $2.89M 0.55% +200 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 24,044 $2.89M 0.25% +4,326 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 24,009 $2.89M 2.64% -1,270 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 23,996 $2.89M 0.13% +3,481 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 23,912 $2.88M 0.86% -537 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 23,897 $2.87M 1.63% -244 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 23,891 $2.87M 0.04% -27 13F-HR Timeline Group LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 23,886 $2.87M 2.16% -10,589 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 23,785 $2.86M 0.2% +1,245 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 23,729 $2.85M 0.85% -1 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 23,712 $2.85M 0.93% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 23,709 $2.85M 0.19% +1,000 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 23,708 $2.85M 0.08% +448 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 23,691 $2.85M 0.76% 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 23,685 $2.85M 0.64% -9,980 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 23,676 $2.85M 0.44% -648 13F-HR Timeline Group Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 23,668 $2.85M 1.41% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 23,514 $2.85M 0.06% +1,823 13F-HR Timeline Group Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 23,607 $2.84M 1.23% +600 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 23,577 $2.84M 0.39% +83 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 23,475 $2.82M 0.6% -10,312 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 23,458 $2.82M 0.91% -703 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 23,443 $2.82M 2.62% -1,015 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 23,433 $2.82M 0.15% +91 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 23,402 $2.82M 0.23% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 23,390 $2.81M 0.42% +744 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 23,792 $2.81M 0.42% +1,066 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 23,321 $2.81M 0.1% -18,258 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 23,249 $2.8M 0.1% +457 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 23,237 $2.8M 0.63% +170 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 23,151 $2.78M 0.27% -98 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 23,028 $2.77M 0.27% +5,760 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 22,978 $2.76M 1.17% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 22,840 $2.75M 1.21% -5,663 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 23,222 $2.74M 0.19% +469 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 22,761 $2.74M 1.71% +988 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 22,750 $2.74M 0.55% +775 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 22,736 $2.73M 0.78% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 23,689 $2.73M 0.23% +215 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 22,563 $2.73M 0.25% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 22,613 $2.73M 0.03% -704 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 22,711 $2.73M 0.54% new 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 22,689 $2.73M 0.05% -10,153 13F-HR Timeline BANK OZK More: the full row for BANK OZK 22,558 $2.71M 0.96% -2,342 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 22,545 $2.71M 0.1% +326 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 23,809 $2.7M 0.16% +53 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 22,402 $2.69M 0.08% -514 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 22,387 $2.69M 0.14% -705 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 22,194 $2.69M 0.62% +676 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 22,340 $2.69M 0.28% +10,559 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 22,292 $2.68M 0.06% -392 13F-HR Timeline Group Broderick Brian C More: the full row for Broderick Brian C 22,250 $2.68M 0.49% +253 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 22,238 $2.67M 1.62% -469 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 22,233 $2.67M 0.36% +8 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 22,233 $2.67M 1.27% -145 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 22,070 $2.67M 0.1% -3,789 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 22,515 $2.66M 0.16% -26 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 22,082 $2.66M 0.13% -534 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 22,067 $2.65M 1.97% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 22,066 $2.65M 0.14% -520 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 22,030 $2.65M 1.81% -446 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 22,012 $2.65M 0.61% -508 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 21,997 $2.65M 2.26% +4,002 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 21,977 $2.64M 0.25% +6,968 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 27,780 $2.64M 1.43% 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 21,955 $2.64M 0.66% +3,265 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 21,942 $2.64M 0.48% -877 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 21,935 $2.64M 0.96% -192 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 21,894 $2.63M 1.98% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 23,392 $2.63M 0.17% +1,051 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 21,785 $2.62M 1.14% -26,181 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 21,629 $2.62M 0.33% +1,282 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 21,687 $2.61M 1.16% -300 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 21,682 $2.61M 0.43% -1,054 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 22,240 $2.6M 0.1% -437 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 21,625 $2.6M 0.27% -301 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 21,600 $2.6M 0.95% +239 13F-HR Timeline Peak Retirement Planning, Inc. 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