Ignite Planners, LLC More: the full row for Ignite Planners, LLC 29,639 $12.8M 1.95% +1,666 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 26,365 $12.8M 2.98% +332 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 26,343 $12.7M 5.36% -412 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 26,287 $12.7M 3.03% -1,621 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 26,269 $12.7M 3.08% +1,293 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 26,269 $12.7M 0.96% -824 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 26,249 $12.7M 7.22% -461 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 26,161 $12.7M 2.98% -694 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 26,117 $12.6M 2.33% +543 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 26,100 $12.6M 2.49% +17,300 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 26,091 $12.6M 4.21% -668 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 26,072 $12.6M 2.86% +40 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 26,052 $12.6M 1.01% +6,317 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 26,000 $12.6M 1.89% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 26,000 $12.6M 1.45% +331 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 25,978 $12.6M 2.47% +439 13F-HR/A Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 25,940 $12.5M 15.57% -3,976 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 25,931 $12.5M 7.13% -199 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 25,888 $12.5M 1.83% -29 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 25,867 $12.5M 5.65% +105 13F-HR Timeline Manchester Global Management (UK) Ltd More: the full row for Manchester Global Management (UK) Ltd 25,855 $12.5M 1.68% -99,990 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 25,840 $12.5M 0.65% -1,629 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 25,839 $12.5M 3.27% -17 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 25,815 $12.5M 2.19% -1,270 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 25,800 $12.5M 5.6% -6,748 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 25,800 $12.5M 2.65% +2,536 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 25,800 $12.5M 1.63% +1,500 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 25,794 $12.5M 1.07% +3,428 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 25,764 $12.5M 1.08% -22 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 25,764 $12.5M 4.42% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 25,758 $12.5M 2.52% +1,767 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 25,727 $12.4M 4.25% -552 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 25,700 $12.4M 1.04% -66 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 25,621 $12.4M 3.61% +478 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 25,611 $12.4M 1.74% +584 13F-HR/A Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 25,570 $12.4M 4.52% +1,273 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 25,563 $12.4M 6.52% -682 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 25,542 $12.4M 1.21% -593 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 25,534 $12.3M 1.41% +788 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 25,530 $12.3M 1.68% +2,343 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 25,529 $12.3M 2.24% +16,580 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 25,496 $12.3M 4.45% -584 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 25,494 $12.3M 3.4% -834 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 25,494 $12.3M 1.69% +24,346 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 25,490 $12.3M 4.3% +757 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 25,480 $12.3M 2.6% -3 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 25,475 $12.3M 0.98% -1,832 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 29,970 $12.3M 2.66% -506 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 25,422 $12.3M 2.33% +2,576 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 25,404 $12.3M 6.55% +17 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 25,399 $12.3M 1.01% -54 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 25,385 $12.3M 2.75% +1,869 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 25,380 $12.3M 1.23% +988 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 25,350 $12.3M 8.17% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 25,338 $12.3M 3.51% -163 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 25,349 $12.3M 4.76% -2,023 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 25,325 $12.2M 1.69% +8,398 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 25,306 $12.2M 6.21% -199 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 25,270 $12.2M 4.42% -2,347 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 25,256 $12.2M 3.97% +2,513 13F-HR Timeline ELWOOD CAPITAL PARTNERS LP More: the full row for ELWOOD CAPITAL PARTNERS LP 25,243 $12.2M 10.44% 0 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 25,224 $12.2M 1.59% +12,082 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 25,183 $12.2M 1.56% -69 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 25,162 $12.2M 0.08% +1,779 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 25,108 $12.1M 8.69% -19 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 25,068 $12.1M 3.95% +201 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 25,062 $12.1M 4.06% +579 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 25,030 $12.1M 2.98% +308 13F-HR Timeline Tiptree Advisors, LLC More: the full row for Tiptree Advisors, LLC 25,000 $12.1M 6.97% 0 13F-HR Timeline FIRST SABREPOINT CAPITAL MANAGEMENT LP More: the full row for FIRST SABREPOINT CAPITAL MANAGEMENT LP 25,000 $12.1M 4.97% -10,000 13F-HR Timeline Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 25,000 $12.1M 6.33% +3,000 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 24,967 $12.1M 2.54% +30 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 24,940 $12.1M 5.61% -369 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 24,921 $12.1M 4.29% +638 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 24,902 $12M 2.3% -259 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 24,885 $12M 4.2% +21,300 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 24,874 $12M 7.96% -125 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 24,843 $12M 1.31% -618 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 24,687 $11.9M 8.91% -1,997 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 24,685 $11.9M 4.24% -7,256 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 24,614 $11.9M 1.8% +68 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 24,599 $11.9M 2.73% +600 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 25,154 $11.9M 5.29% +765 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 24,594 $11.9M 0.98% new 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 24,545 $11.9M 8.28% -334 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 24,483 $11.8M 0.41% +14,478 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 24,461 $11.8M 1.27% -1,314 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 24,421 $11.8M 4.24% -1,469 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 24,414 $11.8M 3.88% -73 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 24,399 $11.8M 2.41% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 24,368 $11.8M 0.72% +17,337 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 24,334 $11.8M 4.39% +222 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 24,333 $11.8M 9.43% -127 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 24,257 $11.7M 2.26% -10 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 24,194 $11.7M 5.39% +126 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 24,162 $11.7M 2.18% -912 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 24,151 $11.7M 3.87% -245 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 24,468 $11.7M 2.05% +879 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 24,104 $11.7M 5.87% -146 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 24,085 $11.6M 7.57% -225 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 24,034 $11.6M 0.87% -382 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 24,009 $11.6M 3.28% +38 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 23,944 $11.6M 1.37% +183 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 23,944 $11.6M 3.5% +6,877 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 23,924 $11.6M 2.44% -1,755 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 23,886 $11.6M 1.2% +2 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 23,836 $11.5M 1.89% +2,273 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 23,806 $11.5M 5.82% +377 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 23,766 $11.5M 2.63% -101 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 23,723 $11.5M 3.51% 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 23,722 $11.5M 0.99% +14,851 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 23,658 $11.4M 1.98% -464 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 23,625 $11.4M 1.23% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 23,566 $11.4M 0.84% +1,249 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 23,535 $11.4M 2.03% 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 23,518 $11.4M 5.16% +11,264 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 23,494 $11.4M 3.38% -425 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 23,479 $11.4M 3.44% -608 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 23,467 $11.3M 4.51% 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 23,455 $11.3M 4.39% 13F-HR/A Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 23,455 $11.3M 5.16% -882 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 23,444 $11.3M 1.88% +2 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 23,443 $11.3M 0.88% 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 23,425 $11.3M 4.41% 0 13F-HR/A Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 23,424 $11.3M 7.96% +811 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 23,361 $11.3M 3.9% -53 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 23,359 $11.3M 13.64% -454 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 23,344 $11.3M 6.78% -65 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 23,321 $11.3M 2.95% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 23,290 $11.3M 0.52% +2,365 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 23,267 $11.3M 4.72% 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 23,238 $11.2M 2.46% -137 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 24,428 $11.2M 5.76% +284 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 23,213 $11.2M 0.95% +2,322 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 23,182 $11.2M 1.66% -186 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 23,172 $11.2M 3.26% -157 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 23,097 $11.2M 2.11% +14,673 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 23,082 $11.2M 3.23% -244 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 23,082 $11.2M 7.83% +1,937 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 23,037 $11.1M 2.5% +459 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 23,021 $11.1M 3.11% +314 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 22,959 $11.1M 4.12% +1,411 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 22,942 $11.1M 2.39% -528 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 22,939 $11.1M 2.66% -33 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 22,925 $11.1M 2.44% +3,985 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 22,905 $11.1M 1.3% +1,345 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 22,854 $11.1M 1.36% -603 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 22,824 $11M 3.99% -468 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 22,786 $11M 2.02% -241 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 22,771 $11M 1.94% +384 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 22,768 $11M 0.19% new 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 22,750 $11M 7.59% -1,555 13F-HR Timeline ATMOS CAPITAL GESTAO DE RECURSOS LTDA. More: the full row for ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 22,750 $11M 1.67% -6,485 13F-HR/A Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 22,736 $11M 6.83% 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 22,730 $11M 1.47% +1,158 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 22,708 $11M 7.39% +193 13F-HR Timeline Fremen Capital Management LP More: the full row for Fremen Capital Management LP 22,706 $11M 8.98% 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 22,706 $11M -527 Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 22,674 $11M 4.4% -290 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 22,643 $11M 4.63% -1,136 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 22,628 $10.9M 2.48% +1,609 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 22,617 $10.9M 3.36% -97 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 22,553 $10.9M 5.85% -494 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 22,548 $10.9M 7.32% -1,146 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 22,619 $10.9M 0.19% +10,172 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 22,500 $10.9M 1.79% -231 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 22,479 $10.9M 1.87% -2,113 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 22,467 $10.9M 9.01% -407 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 22,455 $10.9M 2.99% +830 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 22,438 $10.9M 5.45% -110 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 22,366 $10.8M 1.24% -1,960 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 22,333 $10.8M 4.64% +227 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 22,330 $10.8M 4.85% +591 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 22,330 $10.8M 2.66% +88 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 22,324 $10.8M 4.84% -127 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 22,272 $10.8M 3.33% -1,119 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 22,265 $10.8M 1.73% +3,944 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 22,262 $10.8M 3.84% +2,612 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 22,235 $10.8M 3.02% +612 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 22,203 $10.7M 3% +4,585 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 22,200 $10.7M 1.37% -14,800 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 22,199 $10.7M 2.64% +151 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 22,189 $10.7M 1.09% -401 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 22,159 $10.7M 1.1% +220 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 22,144 $10.7M 1.67% +107 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 22,139 $10.7M 0.88% +6,173 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 22,141 $10.7M -47,245 Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 22,139 $10.7M 1.11% +2,423 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 22,135 $10.7M 2.92% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 22,132 $10.7M 2.2% +5,517 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 22,131 $10.7M 4.59% -745 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 22,079 $10.7M 2.09% +63 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 22,061 $10.7M 1.68% -230 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 22,043 $10.7M 2.91% +3 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 22,003 $10.6M 3.04% +255 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 21,993 $10.6M 2.71% -488 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 21,950 $10.6M 3.22% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 21,948 $10.6M 6.45% 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 21,916 $10.6M 2.42% -485 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 21,903 $10.6M 1.71% -2,788 13F-HR Timeline