Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 16,040 $5.94M 3.71% +216 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 16,037 $5.94M 0.26% new 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 14,041 $5.94M 4.41% -217 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 16,014 $5.93M 2.72% +504 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 16,010 $5.93M 1.6% +745 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 16,004 $5.92M 3.46% +3,725 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 16,002 $5.92M 3.54% +154 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 15,965 $5.91M 1.89% +9,010 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 15,965 $5.91M 1.46% +864 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 15,956 $5.91M 0.89% +418 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 15,950 $5.9M 2.49% +5,545 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 15,938 $5.9M 3.96% +6,613 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 15,930 $5.9M 1.81% -3,320 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 15,928 $5.9M 1.77% +5,329 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 15,335 $5.89M 1.73% -27 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 13,936 $5.89M 0.41% -1,320 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 15,905 $5.89M 1.91% +722 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 15,903 $5.89M 0.17% -1,232 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 15,904 $5.89M 0.68% +2,478 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 15,901 $5.89M 0.64% -351 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 15,878 $5.88M 1.93% -565 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 15,847 $5.87M 1.25% -5,291 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 15,847 $5.87M 0.37% +10,170 13F-HR Timeline Group Physician Wealth Advisors, Inc. 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More: the full row for Warm Springs Advisors Inc. 15,835 $5.86M 4.98% 0 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 15,818 $5.86M 4.47% +100 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 15,813 $5.85M 4.69% +1,060 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 15,800 $5.85M 1.64% +917 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 15,800 $5.85M 3.93% +3,200 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 15,791 $5.85M 0.93% -1,822 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 15,789 $5.84M 2.72% +78 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 15,780 $5.84M 2.03% -1,913 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 15,757 $5.83M 1.35% +559 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 15,752 $5.83M 2.47% +1,003 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 15,735 $5.82M 2.81% +177 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 15,734 $5.82M 1.31% -565 13F-HR/A Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 15,729 $5.82M 6.19% 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 15,719 $5.82M 0.52% +294 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 15,713 $5.82M 0.93% +2,844 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 15,709 $5.82M 2% +190 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 15,704 $5.81M 1.39% +160 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 15,700 $5.81M 1.14% -803 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 15,689 $5.81M 2.42% +669 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 15,683 $5.81M 3.71% -1,943 13F-HR Timeline Kinetic Partners Management, LP More: the full row for Kinetic Partners Management, LP 15,681 $5.8M 0.32% -205,000 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 15,680 $5.8M 0.88% -330 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 15,652 $5.79M 3.18% +397 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 15,645 $5.79M 3.2% +185 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 15,641 $5.79M 2.54% -27 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 15,635 $5.79M 1.86% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 15,633 $5.79M 2.06% +966 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 15,622 $5.78M 3.82% +4,558 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 15,526 $5.78M 3.5% +2,299 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 15,608 $5.78M 2.63% -5 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 15,607 $5.78M 2.57% -932 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 15,603 $5.78M 0.7% +1,627 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 15,590 $5.77M 0.39% +375 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 15,590 $5.77M 1.42% -1,862 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 15,574 $5.77M 0.72% +234 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 15,569 $5.76M 1.8% +6,441 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 15,554 $5.76M 5.46% +525 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 15,523 $5.75M 2.08% -270 13F-HR Timeline Group WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 15,518 $5.74M 2.73% +1,160 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 15,515 $5.74M 2.16% +169 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 15,510 $5.74M 2.17% +1,079 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 15,494 $5.74M 1.59% +465 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 13,273 $5.73M 1.82% +941 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 15,477 $5.73M 4.06% 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 21,790 $5.73M 2.5% +331 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 15,461 $5.72M 2.61% -1,663 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 15,461 $5.72M 0.46% +61 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 15,451 $5.72M 0.26% -5,216 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 15,429 $5.71M 3.4% -104 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 15,406 $5.7M 1.18% +770 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 15,417 $5.7M 0.59% 13F-HR Timeline Trust Co More: the full row for Trust Co 15,373 $5.69M 0.53% +1,943 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 15,373 $5.69M 0.82% +1,233 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 15,363 $5.69M 1.69% +1,091 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 15,358 $5.69M 6.89% +558 13F-HR Timeline Munro Partners More: the full row for Munro Partners 15,347 $5.68M 0.19% -369,128 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 15,334 $5.68M 1.23% +563 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 15,331 $5.68M 1.06% -253 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 13,352 $5.67M 1.21% +585 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 15,287 $5.66M 0.92% -19,236 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 15,268 $5.65M 0.13% -17,557 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 15,266 $5.65M 0.54% -10,276 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 15,266 $5.65M 4.85% -4,081 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 15,247 $5.64M 1.91% -21 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 15,245 $5.64M 4.44% +452 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 15,237 $5.64M 0.17% +1,043 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 15,234 $5.64M 3.23% +295 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 15,234 $5.64M 3.79% +934 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 15,232 $5.64M 2.32% +535 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 15,216 $5.63M 1.54% -461 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 15,194 $5.62M 3.8% -50 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 15,194 $5.62M 0.26% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 15,187 $5.62M 4.52% +1,831 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 15,179 $5.62M 2.01% +215 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 15,148 $5.61M 3.12% +252 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 15,139 $5.6M 0.36% -727 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 15,134 $5.6M 1.09% +2,147 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 15,133 $5.6M 5.81% 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 15,124 $5.6M 2.48% +1,443 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 15,125 $5.6M 3.33% -223 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 15,121 $5.6M 5.72% +1,333 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 15,117 $5.6M 3.09% +99 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 15,108 $5.59M 5.13% -797 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 15,107 $5.59M 0.7% +4,083 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 15,090 $5.59M 1.89% -674 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 15,077 $5.58M 1.85% +501 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 15,046 $5.57M 2.32% -39 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 15,020 $5.56M 1.09% -14 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 15,008 $5.56M 2.35% +53 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 15,005 $5.55M 3.81% +787 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 15,003 $5.55M 0.43% -369 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 15,001 $5.55M 0.78% -597 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 14,986 $5.55M 3.02% -214 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 14,982 $5.55M 1.77% -2,234 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 14,963 $5.54M 1.39% +325 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 14,963 $5.54M 1.77% +897 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 14,961 $5.54M 0.62% -955 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 14,951 $5.53M 3.22% +1,050 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 14,945 $5.53M 1% -5,957 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 14,935 $5.53M 0.68% -3,174 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 14,929 $5.53M 3.31% +432 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 14,919 $5.52M 3.75% +3,607 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 14,912 $5.52M 1.02% +6,106 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 14,910 $5.52M 1.14% +927 13F-HR Timeline Steamboat Capital Partners, LLC More: the full row for Steamboat Capital Partners, LLC 14,908 $5.52M 1.37% -96 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 14,904 $5.52M 2.48% -449 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 14,902 $5.52M 2.85% -3,257 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 14,901 $5.52M 3.25% 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 14,882 $5.51M 3.73% -51 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 14,853 $5.5M 3.13% +4,374 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 14,845 $5.5M 2.25% +185 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 14,840 $5.49M 1.49% -1,239 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 14,838 $5.49M 0.35% +426 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 14,827 $5.49M 1.49% +1,077 13F-HR/A Timeline BARR E S & CO More: the full row for BARR E S & CO 14,824 $5.49M 0.32% +136 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 14,820 $5.49M 1.49% +737 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 14,792 $5.47M 1.36% -1,860 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 14,785 $5.47M 1.4% +2,154 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 14,744 $5.46M 0.99% +597 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 14,742 $5.46M 5.57% -102 13F-HR Timeline Prospect Capital Advisors, LLC More: the full row for Prospect Capital Advisors, LLC 14,720 $5.45M 3.03% +3,215 13F-HR/A Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 14,701 $5.44M 1.23% +490 13F-HR Timeline Stanley Capital Management, LLC More: the full row for Stanley Capital Management, LLC 14,695 $5.44M 0.91% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 14,691 $5.44M 0.41% +95 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 14,669 $5.43M 0.94% -258 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 14,668 $5.43M 3.38% +649 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 14,659 $5.43M 0.57% -29,857 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 14,638 $5.42M 2.2% -432 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 14,636 $5.42M 3.1% +1,116 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 14,635 $5.42M 1.76% -726 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 14,631 $5.42M 1.83% +2,533 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 14,630 $5.42M 2.19% -297 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 14,662 $5.42M 1.13% +4,554 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 14,623 $5.41M 0.93% +1,479 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 14,624 $5.41M 5.42% -150 13F-HR/A Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 14,615 $5.41M 0.59% 0 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 14,577 $5.4M 1.22% +1,242 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 14,587 $5.4M 2.71% -146 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 14,585 $5.4M 2.62% +60 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 14,580 $5.4M 2.21% +59 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 14,575 $5.4M 3.47% -58 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 14,568 $5.39M 2.57% -349 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 65,099 $5.39M 2.02% +1,246 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 14,543 $5.38M 2.07% +207 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 14,543 $5.38M 0.04% +3,099 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 14,542 $5.38M 1.9% +106 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 14,536 $5.38M 1.87% -222 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 14,518 $5.37M 2.85% +5,276 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 14,516 $5.37M 1.35% -204 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 14,497 $5.37M 2.1% +108 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 14,493 $5.36M 0.64% +860 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 14,482 $5.36M 3.05% +770 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 14,470 $5.36M 2.97% +3,229 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 14,470 $5.36M 2.68% +1,320 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 14,465 $5.35M 2.57% +1,305 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 14,430 $5.34M 0.55% +4,237 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 14,429 $5.34M 0.55% +564 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 14,420 $5.34M 0.56% +5,580 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 14,418 $5.34M 2.18% +128 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 14,415 $5.34M 3.17% -2,390 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 14,410 $5.33M 2.17% +176 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 14,285 $5.33M 0.39% -21 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 14,390 $5.33M 2.65% +481 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. 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