Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 21,891 $10.6M 2.57% +3,208 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 21,874 $10.6M 2.02% -636 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 21,859 $10.6M 3.84% -292 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 21,843 $10.6M 3.42% -38 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 22,314 $10.6M 2.54% +191 13F-HR Timeline United Bank More: the full row for United Bank 21,813 $10.5M 3.58% +1,028 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 21,806 $10.5M 4.64% -230 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 21,784 $10.5M 2.37% +344 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 21,784 $10.5M 4.89% +10 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 21,766 $10.5M 5.09% -246 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 21,739 $10.5M 0.89% -7,438 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 21,707 $10.5M 1.22% -4,130 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 21,693 $10.5M -18,133 Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 21,651 $10.5M 2.32% +435 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 21,629 $10.5M 1% +264 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 21,620 $10.5M 3.88% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 21,605 $10.4M 3.73% -46 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 21,593 $10.4M 3.43% +1,102 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 21,587 $10.4M 1.76% -15 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 22,658 $10.4M 2.59% -735 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 21,460 $10.4M 6.73% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 21,459 $10.4M 5.79% -798 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 21,416 $10.4M 6.18% +1,010 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 21,378 $10.3M 0.46% +1,547 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 21,377 $10.3M 0.85% -65 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 21,376 $10.3M 0.93% -989 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 21,350 $10.3M 1.44% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 21,203 $10.3M 3.42% +58 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 21,346 $10.3M 4.88% -2,239 13F-HR Timeline Group Katamaran Capital LLP More: the full row for Katamaran Capital LLP 21,337 $10.3M 7.81% +8,392 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 21,328 $10.3M 7.77% +889 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 21,304 $10.3M 1.37% -45 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 21,224 $10.3M 3.01% -777 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 21,200 $10.3M 7.36% -231 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 21,200 $10.3M 3.89% +1,255 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 21,670 $10.2M 1.58% +13,084 13F-HR/A Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 21,175 $10.2M 0.88% +1,487 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 21,168 $10.2M 3.04% +779 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 21,165 $10.2M 2.64% +155 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 21,151 $10.2M 5.04% -100 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 21,138 $10.2M 2.39% +11,451 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 21,126 $10.2M 3.98% +641 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 21,121 $10.2M 4.25% +4,737 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 21,065 $10.2M 1.38% 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 21,048 $10.2M 4.37% -95 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 22,286 $10.2M 2.72% +2,864 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 20,975 $10.1M 2.32% -699 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 21,290 $10.1M 6.33% -559 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 20,915 $10.1M 3.57% +7 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 20,907 $10.1M 1.85% -111 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 20,902 $10.1M 2.17% +9,145 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 20,862 $10.1M 0.14% new 13F-HR Timeline Group HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 20,854 $10.1M 3.04% -2,296 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 20,858 $10.1M 5.51% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 20,835 $10.1M 4.22% -366 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 20,807 $10.1M 3.72% +4,331 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 20,730 $10M 3.49% -105 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 20,688 $10M 2.82% +22 13F-HR Timeline Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 20,675 $10M 2.81% -4,125 13F-HR/A Timeline Group SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 20,667 $9.99M 0.42% -5,056 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 20,646 $9.98M 0.98% +297 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 20,590 $9.96M 8.49% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 20,585 $9.96M 1.3% -310 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 20,580 $9.95M 5.73% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 20,578 $9.95M 0.9% -609 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 20,559 $9.93M 2.7% +3,842 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 20,518 $9.92M 0.66% +6,654 13F-HR Timeline Luma Capital S.A. - SPF More: the full row for Luma Capital S.A. - SPF 20,500 $9.91M 9.3% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 20,499 $9.91M 1.38% +884 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 20,941 $9.9M 1.61% +591 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 20,470 $9.9M 1.83% +279 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 20,456 $9.89M 2.69% +1,002 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 20,451 $9.89M 5.61% -600 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 20,425 $9.88M 3.11% +300 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 20,422 $9.88M 5.79% +684 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 20,394 $9.86M 1.09% +1,181 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 20,389 $9.86M 5.82% +17 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 20,385 $9.86M 0.43% +1,169 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 20,378 $9.86M 3.45% -624 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 20,366 $9.85M 2.55% -155 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 20,360 $9.85M 1.45% -712 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 20,356 $9.84M 2.38% -7,136 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 20,345 $9.84M 3.99% -163 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 20,341 $9.84M 0.85% -240 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 20,340 $9.84M 2.74% -183 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 20,322 $9.83M 3.54% -13 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 20,317 $9.83M 0.98% -740 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 20,314 $9.82M 2.06% +2,726 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 20,307 $9.82M 1.41% 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 20,296 $9.82M 1.09% -14,773 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 20,292 $9.81M 5.42% -204 13F-HR Timeline FACT Capital, LP More: the full row for FACT Capital, LP 20,292 $9.81M 5.49% -4,056 13F-HR/A Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 20,290 $9.81M 3.26% -2,900 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 20,278 $9.81M 7.3% -98 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 20,278 $9.81M 1.47% -7,237 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 20,265 $9.8M 4.91% -2,067 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 20,263 $9.8M 3.77% -123 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 20,225 $9.78M 3.97% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 20,203 $9.77M 6.1% 13F-HR Timeline Oribel Capital Management, LP More: the full row for Oribel Capital Management, LP 20,200 $9.77M 0.95% -114,900 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 20,199 $9.77M 4.22% -345 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 20,152 $9.75M 1.71% +984 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 20,075 $9.71M 5.54% -255 13F-HR Timeline Positano Wealth Management Ltd More: the full row for Positano Wealth Management Ltd 20,051 $9.7M 7.58% 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 20,025 $9.68M 3.33% +89 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 20,016 $9.68M 2.92% +14,373 13F-HR Timeline Miura Global Management, LLC More: the full row for Miura Global Management, LLC 20,000 $9.67M 16.16% 0 13F-HR Timeline Zimmer Partners, LP More: the full row for Zimmer Partners, LP 20,000 $9.67M 0.25% 0 13F-HR Timeline IVY LANE CAPITAL MANAGEMENT, LLC More: the full row for IVY LANE CAPITAL MANAGEMENT, LLC 20,000 $9.67M 12.23% -10,000 13F-HR Timeline Rubicon Global Capital Ltd More: the full row for Rubicon Global Capital Ltd 20,000 $9.67M 2.56% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 19,996 $9.67M 0.99% -705 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 19,976 $9.66M 3.99% +104 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 19,912 $9.63M 2% -104 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 23,941 $9.62M 1.64% +1,249 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 19,890 $9.62M 9.68% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 19,888 $9.62M 3.82% +23 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 19,862 $9.61M 1.65% +459 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 19,842 $9.6M 6.78% 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 19,833 $9.59M 3.47% -220 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 19,830 $9.59M 3.25% -115 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 19,826 $9.59M 2.76% +320 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 19,809 $9.58M 2.23% +436 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 19,807 $9.58M 1.73% -1,542 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 19,805 $9.58M 5.66% 13F-HR/A Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 19,793 $9.57M 1.58% +325 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 19,787 $9.57M 2.01% 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 19,781 $9.57M 5.12% +1,119 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 19,777 $9.56M 3.94% 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 19,775 $9.56M 4.65% +159 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 19,770 $9.56M 5.59% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 19,741 $9.55M 1.77% +3,191 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 19,721 $9.54M 2.88% -175 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 19,713 $9.53M 3.22% -3,066 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 19,706 $9.53M 3.04% +71 13F-HR Timeline Socorro Asset Management LP More: the full row for Socorro Asset Management LP 19,701 $9.53M 3.69% +3,246 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 19,700 $9.53M 6.07% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 19,694 $9.52M 2.32% -882 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 19,679 $9.52M 6.65% 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 19,664 $9.51M 9.61% new 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 19,656 $9.51M 3.35% -72 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 19,633 $9.49M 1.63% +491 13F-HR Timeline Geremia Financial Services, LLC More: the full row for Geremia Financial Services, LLC 19,610 $9.48M 7.82% 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 19,605 $9.48M 2.12% +54 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 19,600 $9.48M 2.56% -300 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 19,590 $9.47M 2% +1,250 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 19,590 $9.47M 5.01% -322 13F-HR Timeline InvesTrust More: the full row for InvesTrust 19,572 $9.47M 3.66% -5,771 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 19,566 $9.46M 1.74% -1,710 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 19,533 $9.45M 1.52% +330 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 19,451 $9.41M 3.01% +1,360 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 19,440 $9.4M 2.32% +415 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 19,439 $9.4M 1.18% +4,838 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 19,432 $9.4M 0.76% -796 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 19,419 $9.39M 6.17% +62 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 19,411 $9.39M 1.03% +498 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 19,401 $9.38M 2.82% +1,620 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 19,387 $9.38M 4.9% -590 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 19,376 $9.37M 6.43% 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 19,368 $9.37M 2.07% +99 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 19,362 $9.36M 1.21% -197 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 19,347 $9.36M 5.39% -98 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 19,347 $9.36M 5.39% +5,102 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 19,345 $9.36M 1.81% -270 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 19,313 $9.34M 3.03% +310 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 19,303 $9.34M 4.59% +200 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 19,299 $9.33M 1.98% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 19,296 $9.33M 0.63% -125 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 19,293 $9.33M 2.14% -547 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 19,280 $9.32M 3.3% -3,663 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 19,261 $9.32M 4.02% +63 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 19,250 $9.31M 2.78% -548 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 19,246 $9.31M 1.99% +3,485 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 19,239 $9.3M 4.95% -637 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 19,229 $9.3M 4.34% -896 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 19,215 $9.29M 0.13% -35,368 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 19,209 $9.29M 1.85% +2,762 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 19,188 $9.28M 6.92% -1,435 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 19,186 $9.28M 2.22% +131 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 19,183 $9.28M 4.29% +509 13F-HR Timeline TB Capital Gestao de Recursos Ltda. More: the full row for TB Capital Gestao de Recursos Ltda. 19,171 $9.27M 5.53% +14,569 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 19,167 $9.27M 3.05% +2,162 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 19,160 $9.27M 2.88% -8,511 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 19,147 $9.26M 7.62% 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 19,147 $9.26M 2.73% +439 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 19,137 $9.26M 3.48% +1,062 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 23,481 $9.24M 3.7% +1,529 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 19,109 $9.24M 2.11% -206 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 19,101 $9.24M 1.56% -8,552 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 19,079 $9.23M 0.88% -2,490 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 19,068 $9.22M 0.85% +252 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 19,067 $9.22M 1.03% +2,248 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 19,054 $9.21M 1.51% 13F-HR Timeline Family Legacy, Inc. 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