Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 30,540 $15.8M 1.87% -126 13F-HR Timeline CNB Bank More: the full row for CNB Bank 30,513 $15.8M 6.58% +608 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 30,478 $15.8M 3.36% -175 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 30,380 $15.7M 4.51% -165 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 30,476 $15.7M 3.48% +255 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 30,363 $15.7M 5.45% -3,731 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 30,348 $15.7M 2.3% -404 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 30,213 $15.6M 2.22% -103 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 30,183 $15.6M 1.9% -8 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 30,129 $15.6M 2.45% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 30,129 $15.6M 2.85% +3,208 13F-HR Timeline Group Carroll Investors, Inc More: the full row for Carroll Investors, Inc 30,125 $15.6M 7.55% -1,299 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 30,097 $15.6M 1.49% -675 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 30,084 $15.6M 2.63% +772 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 30,079 $15.6M 2.61% +1,829 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 30,002 $15.5M 11.05% +1,376 13F-HR Timeline One Madison Group LLC More: the full row for One Madison Group LLC 30,000 $15.5M 1.7% -32,300 13F-HR Timeline IVY LANE CAPITAL MANAGEMENT, LLC More: the full row for IVY LANE CAPITAL MANAGEMENT, LLC 30,000 $15.5M 17.38% -56,000 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 30,000 $15.5M 3.83% 0 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 29,968 $15.5M 11.04% +353 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 29,956 $15.5M 6.32% +762 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 29,946 $15.5M 1.49% +62 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 29,916 $15.5M 17.57% -3,215 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 29,889 $15.5M 1.58% +1,490 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 29,872 $15.5M 3% -530 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 29,864 $15.5M 5.48% -6,080 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 29,862 $15.5M 1.44% -2,203 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 29,834 $15.5M 3.18% +1,916 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 29,817 $15.4M 7.49% +148 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 29,797 $15.4M 3.31% -1,032 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 29,789 $15.4M 4.05% -950 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 29,763 $15.4M 5.24% -130 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 29,715 $15.4M 11.12% -113 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 29,588 $15.3M 7.64% +79 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 29,494 $15.3M 2.03% +21,906 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 29,482 $15.3M 7.68% +291 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 29,439 $15.2M 5.54% +620 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 29,420 $15.2M 3.91% -285 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 29,363 $15.2M 4.07% +975 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 29,354 $15.2M 3.69% -491 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 29,321 $15.2M 1.14% +6,376 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 29,316 $15.2M 3.27% -281 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 29,301 $15.2M 1.19% +378 13F-HR Timeline ATMOS CAPITAL GESTAO DE RECURSOS LTDA. More: the full row for ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 29,235 $15.1M 2.14% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 29,228 $15.1M 6.25% +621 13F-HR Timeline CANTOR FITZGERALD, L. P. group of 2 filers holding More: the full row for CANTOR FITZGERALD, L. P. 29,194 $15.1M -9,402 Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 29,187 $15.1M 3.02% +11,507 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 29,177 $15.1M 1.47% +10,447 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 55,416 $15.1M 1.23% +228 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 29,098 $15.1M 1.53% +1,195 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 29,055 $15M 2.77% +25,431 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 29,044 $15M 4.86% -175 13F-HR Timeline Heathbridge Capital Management Ltd. More: the full row for Heathbridge Capital Management Ltd. 29,025 $15M 5.77% -7,195 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 28,962 $15M 0.92% +3,905 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 28,743 $14.9M 5.96% -2,308 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 35,311 $14.9M 2.92% -994 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 28,735 $14.9M 2.91% -197 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 28,644 $14.8M 1.78% +1,259 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 28,629 $14.8M 5.71% -40 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 28,839 $14.8M 4.44% -2,037 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 28,620 $14.8M 4.65% -294 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 28,600 $14.8M 2.11% +432 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 28,593 $14.8M 1.22% -89 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 28,560 $14.8M 5.98% -3,049 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 28,228 $14.8M 3.03% -939 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 28,546 $14.8M 1.53% -115 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 28,473 $14.7M 2.07% +405 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 28,468 $14.7M 0.83% +71 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 28,433 $14.7M 1.41% -2,183 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 28,378 $14.7M 6.01% +38 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 28,365 $14.7M 4.48% -177 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 28,364 $14.7M 1.08% +1,427 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 28,364 $14.7M 2.69% +1,910 13F-HR Timeline Group Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 28,354 $14.7M 6.35% +199 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 28,333 $14.7M 2.21% +6,914 13F-HR Timeline BANK OZK More: the full row for BANK OZK 28,306 $14.7M 5.19% +131 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 28,296 $14.7M 2.24% -291 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 28,277 $14.6M 5.1% -160 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 28,256 $14.6M 1.91% +8,413 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 21,311 $14.6M +15,074 Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 28,236 $14.6M 5.4% +354 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 28,232 $14.6M 1.96% -206 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 28,222 $14.6M 0.3% +1,173 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 28,171 $14.6M 6.94% -18,458 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 28,138 $14.6M 3.51% -366 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 28,101 $14.6M 0.17% -31,842 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 28,062 $14.5M 5.66% -252 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 28,053 $14.5M 3.03% +144 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 28,036 $14.5M 3.61% -810 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 27,973 $14.5M 2.37% +123 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 27,962 $14.5M 1.79% +15,652 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 27,943 $14.5M 4.73% -337 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 27,922 $14.5M 2.07% -670 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 27,910 $14.5M 3.54% +1,570 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 27,908 $14.5M 3.33% +844 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 27,891 $14.4M 11.83% -329 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 27,886 $14.4M 3.2% -6,721 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 27,851 $14.4M 3.86% +344 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 27,828 $14.4M 3.56% -125 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 27,770 $14.4M 3.05% +851 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 27,735 $14.4M 0.59% +9 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 27,686 $14.3M 7.6% +51 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 27,653 $14.3M 2.29% -51,893 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 27,550 $14.3M 2.65% -903 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 27,617 $14.3M 5.27% +52 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 27,615 $14.3M 8.39% -190 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 27,531 $14.3M 2.28% +1,219 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 27,546 $14.3M 1.57% +973 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 27,714 $14.3M 0.32% +27,689 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 27,515 $14.3M 2.14% +8,237 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 27,503 $14.2M 0.99% +113 13F-HR Timeline KINGDON CAPITAL MANAGEMENT, L.L.C. More: the full row for KINGDON CAPITAL MANAGEMENT, L.L.C. 27,500 $14.2M 2.23% new 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 27,492 $14.2M 3.54% -2,201 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 27,469 $14.2M 0.76% -742 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 27,456 $14.2M 2.15% +8,881 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 27,456 $14.2M 0.47% -4,202 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 27,431 $14.2M 1% +186 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 27,384 $14.2M 7.62% +171 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 27,372 $14.2M 5.42% -228 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 27,322 $14.2M 7.06% -318 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 27,318 $14.1M 4.75% +5,711 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 27,307 $14.1M 1.13% -259 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 27,261 $14.1M 8.09% -300 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 27,235 $14.1M 3.23% -79 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 27,214 $14.1M 1.73% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 27,190 $14.1M 0.61% +5 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 27,176 $14.1M 4.87% -625 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 27,170 $14.1M 8.67% +1,140 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 27,112 $14M 2.17% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 27,093 $14M 1.07% +224 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 27,086 $14M 4.71% -720 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 27,086 $14M 2.55% +586 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 27,085 $14M 2.5% +2,789 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 27,068 $14M 3.03% -815 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 27,036 $14M 7.33% -150 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 27,032 $14M 2.77% +3,039 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 27,005 $14M 3.67% -564 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 26,978 $14M 0.41% -32,749 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 26,956 $14M 1.8% +4,044 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 26,898 $13.9M 3.02% -1,957 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 26,882 $13.9M 4.05% 0 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 26,710 $13.9M 7.74% +186 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 26,855 $13.9M 3.3% -464 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 26,837 $13.9M 2.78% 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 26,811 $13.9M 2.11% +453 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 26,796 $13.9M 3.68% +409 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 26,765 $13.9M 1.61% -659 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 26,759 $13.9M 4.77% -281 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 26,755 $13.9M 5.85% -405 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 26,730 $13.8M 6.09% +803 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 26,714 $13.8M 4.91% +340 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 26,684 $13.8M 10.82% -22,160 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 26,677 $13.8M 1.57% +12,473 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 26,669 $13.8M 4.6% +5,927 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 26,665 $13.8M 4.76% +90 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 26,664 $13.8M 4.62% -28,600 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 26,662 $13.8M 1.82% +1,042 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 26,659 $13.8M 2.35% +98 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 26,621 $13.8M 2.49% +2,724 13F-HR/A Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 26,501 $13.7M 8.86% -8,131 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 26,491 $13.7M 4.67% +531 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 26,470 $13.7M 3.19% +1,126 13F-HR Timeline Group MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 26,397 $13.7M 6.49% -775 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 26,328 $13.6M 3.76% -725 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 26,371 $13.6M 0.95% -1,453 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 26,279 $13.6M 4.87% +179 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 26,245 $13.6M 6.98% -322 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 26,172 $13.6M 5.16% +899 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 26,135 $13.5M 1.37% +14,028 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 26,130 $13.5M 8.1% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 26,080 $13.5M 4.9% -660 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 26,033 $13.5M 3.22% +354 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 26,032 $13.5M 3.51% +69 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 26,000 $13.5M 2.08% 0 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 25,968 $13.5M 3.74% -812 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 25,964 $13.4M 3.92% -137 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 25,950 $13.4M 2.97% +1,740 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 25,918 $13.4M 0.67% +15,485 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 25,917 $13.4M 2.46% -548 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 25,890 $13.4M 4.94% +3,575 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 25,856 $13.4M 3.61% -333 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 25,835 $13.4M 0.69% -38,782 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 25,837 $13.4M 1.55% +2,681 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 25,786 $13.4M 1.64% -40 13F-HR Timeline Group Barton Investment Management More: the full row for Barton Investment Management 25,775 $13.4M 1.36% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 25,766 $13.3M 1.16% -389 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 25,762 $13.3M 6% -15 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 25,723 $13.3M 0.58% -3,275 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 25,723 $13.3M 0.94% +766 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 27,671 $13.3M 5.36% -9,462 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 25,679 $13.3M 3.01% +5,805 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 25,669 $13.3M 1.71% +8 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 31,662 $13.3M 2.9% +392 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 25,577 $13.2M 0.1% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 25,574 $13.2M 2.58% -313 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 25,539 $13.2M 2.24% -1,393 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 25,505 $13.2M 6.81% -885 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 25,501 $13.2M 3.73% -1,431 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 25,483 $13.2M 2.97% +1,648 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 25,472 $13.2M 0.77% +405 13F-HR Timeline