Westmount Partners, LLC More: the full row for Westmount Partners, LLC 37,984 $14.1M 3.46% +2,211 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 37,877 $14M 5.27% +124 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 37,847 $14M 2.79% +9,875 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 37,773 $14M 6.92% +555 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 37,703 $14M 4.27% -84 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 37,656 $13.9M 3.33% -31,616 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 37,608 $13.9M 6.74% +27,646 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 37,543 $13.9M 3.74% +4,204 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 37,512 $13.9M 2.73% +35,335 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 37,480 $13.9M 2.38% -5,525 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 37,368 $13.8M 2.75% -1,712 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 37,236 $13.8M 4.31% +227 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 37,161 $13.8M 0.66% +1,404 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 37,157 $13.8M 0.74% -119 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 37,148 $13.8M 2.41% -8,478 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 37,128 $13.7M 0.45% -7,650 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 37,022 $13.7M 3.01% -327 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 37,003 $13.7M 4.14% -3,797 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 36,940 $13.7M 1.45% +20,137 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 36,982 $13.7M 3.99% +2,937 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 36,956 $13.7M 0.91% +5,143 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 36,954 $13.7M 2.85% +2,399 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 36,860 $13.6M 3.19% -2,325 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 36,854 $13.6M 1.33% -977 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 36,807 $13.6M 2.76% +228 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 36,773 $13.6M 6.8% +1,663 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 36,702 $13.6M 2.13% +1,430 13F-HR Timeline Nellore Capital Management LLC More: the full row for Nellore Capital Management LLC 36,700 $13.6M 1.74% -59,000 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 36,656 $13.6M 0.46% +398 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 36,642 $13.6M 4.31% -738 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 36,636 $13.6M 2.98% +338 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 36,605 $13.6M 2.78% -1,492 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 36,597 $13.5M 4.09% +252 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 36,594 $13.5M 3.19% +6,853 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 36,566 $13.5M 1.39% -14,489 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 35,214 $13.5M 3.72% +6,441 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 36,565 $13.5M 2.25% +25 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 36,559 $13.5M 1.18% -1,719 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 36,499 $13.5M 1.7% -6,875 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 36,481 $13.5M 5.09% +767 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 36,471 $13.5M 1.39% -2,156 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 36,414 $13.5M 4.31% +70 13F-HR/A Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 36,357 $13.5M 2.46% +363 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 36,302 $13.4M 2.76% +257 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 36,251 $13.4M 3.78% -1,913 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 36,187 $13.4M 3.49% -145 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 36,130 $13.4M 3.65% +330 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 36,076 $13.4M 2.76% +138 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 36,050 $13.3M 4.78% -2,105 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 36,037 $13.3M 0.76% +1,064 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 36,022 $13.3M 1.32% +1,267 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 36,012 $13.3M 5.76% +1,412 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 35,954 $13.3M 2.43% +2,736 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 35,827 $13.3M 2.92% +175 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 35,800 $13.3M 2.28% +240 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 35,720 $13.2M 1.33% +1,395 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 35,663 $13.2M 3.65% +491 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 35,655 $13.2M 7.73% +1,220 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 35,599 $13.2M 1.04% +4,925 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 35,559 $13.2M 5% +2,574 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 35,487 $13.1M 3.92% +3,729 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 35,440 $13.1M 1.99% -270 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 35,361 $13.1M 1.79% -188 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 35,329 $13.1M 1% +4,588 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 35,166 $13M 1.84% +979 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 35,154 $13M 5.14% +217 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 35,073 $13M -7,346 Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 35,072 $13M 1.82% -73 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 35,069 $13M 1.28% +166 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 35,006 $13M 0.6% +4,215 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 35,005 $13M 3.81% +900 13F-HR Timeline Think Investments LP More: the full row for Think Investments LP 35,000 $13M 1.75% new 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 34,908 $12.9M 2.49% -801 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 34,860 $12.9M 3.06% +6,801 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 34,837 $12.9M 5.33% -2,278 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 34,834 $12.9M 1.46% -696 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 34,806 $12.9M 1.41% +986 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 42,820 $12.8M 2.43% +9,573 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 34,747 $12.8M 0.62% +2,923 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 34,648 $12.8M 4.04% +1,266 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 34,633 $12.8M 3.49% +959 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 34,632 $12.8M 3.55% -2,058 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 34,622 $12.8M 1.8% -1,033 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 26,387 $12.8M 5.73% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 34,440 $12.7M 1.42% +2,541 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 34,420 $12.7M 1.93% +187 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 34,417 $12.7M 1.96% -805 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 34,394 $12.7M 3.9% -1,231 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 34,370 $12.7M 5.41% +870 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 34,361 $12.7M 4.67% +13,554 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 34,352 $12.7M 3.68% +3,592 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 34,289 $12.7M 1.84% -380 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 34,276 $12.7M 2.29% +136 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 34,273 $12.7M 1.55% -6,335 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 34,264 $12.7M 1.04% +3,502 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 34,258 $12.7M 1.77% +960 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 34,242 $12.7M 3.84% -452 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 34,213 $12.7M 2.4% -2,966 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 34,173 $12.6M 3.88% +983 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 34,134 $12.6M 0.33% +154 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 76,777 $12.6M 2.38% -1,483 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 34,064 $12.6M 1.33% +576 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 34,030 $12.6M 0.96% +9,436 13F-HR Timeline Saraza Management, LP More: the full row for Saraza Management, LP 34,025 $12.6M 5.28% -10,725 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 33,999 $12.6M 1% -179 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 33,932 $12.6M 0.36% -1,098 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 33,982 $12.6M 2.03% -580 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 33,971 $12.6M 2.07% -19,137 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 33,958 $12.6M 3.18% +5,316 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 33,916 $12.6M 3.19% +698 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 33,897 $12.5M 4.21% +4,560 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 33,825 $12.5M 5.17% +2,665 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 33,811 $12.5M 4.38% -1,625 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 33,753 $12.5M 3.03% +4,804 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 33,736 $12.5M 6.78% -7,873 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 33,728 $12.5M 4.22% +4,777 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 33,704 $12.5M 1.43% +73 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 33,676 $12.5M 2.09% +1,490 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 31,890 $12.5M 7.44% -924 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 33,633 $12.4M 1.81% -384 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 33,499 $12.4M 3.6% +7,001 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 33,487 $12.4M 0.41% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 33,225 $12.4M 0.7% -3,892 13F-HR/A Timeline Delaney Dennis R More: the full row for Delaney Dennis R 33,483 $12.4M 4.39% +11,045 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 33,438 $12.4M 1.32% -1,096 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 33,429 $12.4M 3.45% +204 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 33,421 $12.4M 1.17% +1,319 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 33,410 $12.4M 2.03% -774 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 33,314 $12.3M 5.59% -976 13F-HR Timeline ONCE CAPITAL MANAGEMENT, LLC More: the full row for ONCE CAPITAL MANAGEMENT, LLC 33,200 $12.3M 3.29% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 33,120 $12.3M 1.17% +3,173 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 33,120 $12.3M 7.18% +57 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 33,098 $12.3M 2.37% +8,699 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 33,072 $12.2M 2.72% +152 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 33,011 $12.2M 5.36% 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 32,974 $12.2M 1.43% +563 13F-HR Timeline MONIMUS CAPITAL MANAGEMENT, LP More: the full row for MONIMUS CAPITAL MANAGEMENT, LP 32,966 $12.2M 3.38% +21,906 13F-HR Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 32,937 $12.2M 3.21% -68 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 32,877 $12.2M 4.44% +12,612 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 32,824 $12.2M 2.64% -16 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 32,412 $12.1M 3.34% +320 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 32,747 $12.1M 0.41% -601 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 32,691 $12.1M 0.65% +166 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 27,935 $12.1M 2.3% -233 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 32,651 $12.1M 1.66% +169 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 32,620 $12.1M 1.01% +123 13F-HR Timeline Boit C F David More: the full row for Boit C F David 32,604 $12.1M 5.36% +800 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 32,547 $12M 1.42% +828 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 32,480 $12M 1.21% +1,171 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 32,471 $12M 5.87% +5,011 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 32,466 $12M 1.62% +3,268 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 32,393 $12M 3.33% -4,030 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 32,343 $12M 1.87% +3,610 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 32,251 $11.9M 3.83% -1,616 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 32,215 $11.9M 3.62% +6,488 13F-HR Timeline CNB Bank More: the full row for CNB Bank 32,204 $11.9M 5.02% +870 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 32,195 $11.9M 6.4% +4,526 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 32,159 $11.9M 6.01% -263 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 32,148 $11.9M 2.15% -3,658 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 32,115 $11.9M 5.97% +30,363 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 32,102 $11.9M 4.6% +1,322 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 32,070 $11.9M 5.76% -1,035 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 32,067 $11.9M 2.97% +1,011 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 32,063 $11.9M 5.23% -282 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 31,887 $11.8M 1.06% +172 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 31,859 $11.8M 4.42% -208 13F-HR/A Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 31,839 $11.8M 1.8% -61 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 31,835 $11.8M 0.83% -4,849 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 31,831 $11.8M 1.5% -10,866 13F-HR Timeline Lakehouse Capital Pty Ltd More: the full row for Lakehouse Capital Pty Ltd 21,773 $11.8M 7.94% +12,866 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 31,741 $11.7M 3.63% -3,380 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 31,729 $11.7M 5.68% +416 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 31,703 $11.7M 0.93% +993 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 31,692 $11.7M 1.12% -518 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 31,681 $11.7M 4.3% +4,762 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 31,610 $11.7M 6.13% -191 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 31,598 $11.7M 1.02% +5,804 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 31,499 $11.7M 3.54% +2,347 13F-HR Timeline Alight Capital Management LP More: the full row for Alight Capital Management LP 31,400 $11.6M 3.38% -23,600 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 31,385 $11.6M 2.13% +446 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 31,368 $11.6M 1.33% +721 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 31,367 $11.6M 1.8% +7,531 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 31,339 $11.6M 1.91% +472 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 31,332 $11.6M 1.04% +91 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 31,296 $11.6M 6.19% +225 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 31,269 $11.6M 3.62% +93 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 31,209 $11.6M 6.55% +1,170 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 31,182 $11.5M 2.33% +1,127 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 31,146 $11.5M 1.49% +5,922 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 31,076 $11.5M 0.46% +3,756 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 31,057 $11.5M 1.84% +1,626 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 31,013 $11.5M 0.2% +8,394 13F-HR Timeline WORLD EQUITY GROUP, INC. 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