HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 25,461 $13.2M 1.48% +814 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 25,453 $13.2M 1.01% +849 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 25,387 $13.1M 7.04% -59 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 25,350 $13.1M 8.92% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 25,343 $13.1M 4.81% -203 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 25,309 $13.1M 6.3% -376 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 25,396 $13.1M 3.8% +1,962 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 25,277 $13.1M 5.65% -473 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 25,252 $13.1M 1.73% +558 13F-HR Timeline ELWOOD CAPITAL PARTNERS LP More: the full row for ELWOOD CAPITAL PARTNERS LP 25,243 $13.1M 11.96% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 25,161 $13M 2.51% +256 13F-HR/A Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 25,143 $13M 3.85% +212 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 25,127 $13M 9.52% +43 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 25,074 $13M 2.44% -318 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 25,061 $13M 0.57% -35,097 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 25,027 $13M 1.76% +1,517 13F-HR Timeline Tiptree Advisors, LLC More: the full row for Tiptree Advisors, LLC 25,000 $12.9M 8.1% +3,900 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 24,999 $12.9M 8.7% +303 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 24,976 $12.9M 3.15% +507 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 24,937 $12.9M 2.82% +146 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 24,933 $12.9M 0.87% +867 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 24,930 $12.9M 3.55% +237 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 24,897 $12.9M 4.73% -4,720 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 24,879 $12.9M 8.88% -975 13F-HR/A Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 24,867 $12.9M 4.3% -233 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 24,861 $12.9M 1.5% +11,195 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 24,855 $12.9M 3.73% +1,200 13F-HR Timeline Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 24,800 $12.8M 3.61% 0 13F-HR Timeline Group Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 24,780 $12.8M 2.68% -16,517 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 24,776 $12.8M 2.4% -91 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 24,746 $12.8M 1.52% +732 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 24,733 $12.8M 4.38% -10 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 24,722 $12.8M 3.19% +1,197 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 24,691 $12.8M 2.1% -625 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 24,641 $12.8M 2.1% +1,850 13F-HR Timeline Arvin Capital Management LP More: the full row for Arvin Capital Management LP 24,600 $12.7M 2.95% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 24,592 $12.7M 2.06% +7,993 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 24,546 $12.7M 2.01% +381 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 24,487 $12.7M 4.25% -39 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 24,483 $12.7M 4.44% -365 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 24,389 $12.7M 4.53% -106 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 24,460 $12.7M 9.42% -7,424 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 24,416 $12.6M 0.97% -562 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 24,399 $12.6M 2.66% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 24,396 $12.6M 4.33% +159 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 24,392 $12.6M 1.33% +626 13F-HR Timeline FACT Capital, LP More: the full row for FACT Capital, LP 24,348 $12.6M 6.56% -8,705 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 24,337 $12.6M 5.87% +396 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 24,326 $12.6M 1.53% -895 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 24,310 $12.6M 8.15% -75 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 24,305 $12.6M 8.79% -675 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 24,300 $12.6M 1.68% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 24,297 $12.6M 4.64% -956 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 24,283 $12.6M 4.6% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 24,267 $12.6M 2.41% +21 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 24,250 $12.6M 7.31% +40 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 24,242 $12.6M 4.12% -8,242 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 24,144 $12.5M 6.93% +50 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 24,112 $12.5M 4.63% +48 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 24,087 $12.5M 3.61% +1,954 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 24,068 $12.5M 5.97% -45 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 25,040 $12.5M 4.7% -7,318 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 23,999 $12.4M 2.99% -1,230 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 23,991 $12.4M 3.51% +2,203 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 23,971 $12.4M 3.72% +171 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 23,965 $12.4M 2.19% +7,398 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 24,122 $12.4M 2.25% -290 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 23,919 $12.4M 3.66% -28 13F-HR Timeline Touchstone Capital, Inc. More: the full row for Touchstone Capital, Inc. 23,915 $12.4M 6.35% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 23,884 $12.4M 1.32% +32 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 23,867 $12.4M 2.81% -13 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 23,822 $12.3M 1.02% +5,314 13F-HR Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 23,813 $12.3M 14.73% -713 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 23,761 $12.3M 1.42% -215 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 23,779 $12.3M 5.23% +3,939 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 23,694 $12.3M 7.97% -902 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 23,625 $12.2M 1.43% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 23,589 $12.2M 2.36% +6,021 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 23,585 $12.2M 6.13% -4,090,424 13F-HR Timeline Group Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 23,558 $12.2M 3.61% +6,720 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 23,516 $12.2M 2.83% -186 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 23,470 $12.2M 2.78% -980 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 23,457 $12.1M 1.51% +2 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 23,442 $12.1M 2.15% 0 13F-HR/A Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 23,429 $12.1M 6.19% +209 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 23,425 $12.1M 4.79% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 23,414 $12.1M 3.55% +59 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 23,409 $12.1M 7.5% -253 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 23,406 $12.1M 5.96% +534 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 23,393 $12.1M 3.06% -1,414 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 23,391 $12.1M 3.69% +14 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 23,415 $12.1M 2.19% +810 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 23,383 $12.1M 0.09% -579 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 23,375 $12.1M 2.8% -117 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 23,368 $12.1M 2.26% +161 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 23,329 $12.1M 4.21% -140 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 23,326 $12.1M 3.68% +413 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 23,321 $12.1M 3.28% -24,365 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 23,292 $12.1M 4.36% +73 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 23,287 $12.1M 0.82% +2,302 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 23,267 $12.1M 2.53% -91 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 23,264 $12M 2.85% -1,209 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 23,240 $12M 2.68% +294 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 23,233 $12M -2,151 Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 23,190 $12M 3.28% -41,116 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 23,187 $12M 1.76% -1,419 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 23,150 $12M 3.69% -638 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 23,047 $11.9M 6.61% -392 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 23,027 $11.9M 2.12% +510 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 22,993 $11.9M 1.88% +807 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 22,972 $11.9M 2.88% -17 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 22,964 $11.9M 5.44% +148 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 22,946 $11.9M 2.99% +160 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 22,943 $11.9M 4.11% +235 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 22,876 $11.8M 5.21% +1,118 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 22,874 $11.8M 10.5% -69 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 21,849 $11.8M 7.47% +209 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 22,846 $11.8M 2.44% +428 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 22,779 $11.8M 3.63% -5,216 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 22,743 $11.8M 4.05% 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 22,731 $11.8M 1.97% +1,160 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 22,714 $11.8M 3.65% +209 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 22,707 $11.8M 3.53% +380 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 22,502 $11.8M 0.64% +489 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 22,613 $11.7M 7.9% +3,641 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 22,590 $11.7M 1.34% -345 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 22,578 $11.7M 2.66% +220 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 22,548 $11.7M 5.85% -553 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 22,523 $11.7M 2.73% -860 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 22,515 $11.7M 8.14% -2,062 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 22,510 $11.7M 2.24% +20 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 22,481 $11.6M 2.86% -1,416 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 22,451 $11.6M 5.2% -28 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 22,401 $11.6M 2.77% +305 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 22,291 $11.6M 1.91% +1,510 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 22,366 $11.6M 1.16% +5,826 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 22,365 $11.6M 1.04% -170 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 22,332 $11.6M 5.68% -205 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 22,326 $11.6M 0.44% -14,058 13F-HR/A Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 22,317 $11.6M 0.91% -311 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 22,387 $11.5M 2.1% +5,721 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 22,257 $11.5M 6.39% -406 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 22,692 $11.5M 1.93% +1,936 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 22,151 $11.5M 4.34% -306 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 22,123 $11.5M 2.93% +446 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 22,106 $11.4M 5.13% +281 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 22,056 $11.4M 0.86% -33,629 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 22,048 $11.4M 2.89% +77 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 22,040 $11.4M 3.05% -3 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 22,037 $11.4M 1.81% -644 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 22,036 $11.4M 4.96% -2,089 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 22,016 $11.4M 2.29% +166 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 22,012 $11.4M 5.47% +11 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 22,001 $11.4M 3.37% -663 13F-HR Timeline SPHERA FUNDS MANAGEMENT LTD. group of 2 filers holding More: the full row for SPHERA FUNDS MANAGEMENT LTD. 22,000 $11.4M -14,476 Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 21,950 $11.4M 3.53% +550 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 21,939 $11.4M 1.22% +1,145 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 21,926 $11.4M 3.43% -1,709 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 21,952 $11.3M 4.73% +465 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 21,881 $11.3M 3.82% -522 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 21,774 $11.3M 5.25% -10 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 21,748 $11.3M 3.58% +1 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 21,739 $11.3M 5.77% -334 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 21,707 $11.2M 0.68% +3,278 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 21,674 $11.2M 2.58% +8 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 21,651 $11.2M 4.16% -282 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 21,625 $11.2M 3.25% +1,867 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 21,620 $11.2M 4.17% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 21,623 $11.2M 3.26% -153 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 21,602 $11.2M 1.92% -1,120 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 21,572 $11.2M 1.59% -812 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 21,569 $11.2M 1.11% +1,520 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 21,563 $11.2M 2.04% +1,251 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. 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