Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 13,298 $6.61M 6.26% -225 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 13,467 $6.61M 1.74% +537 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 13,294 $6.61M 1.82% -233 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 13,280 $6.61M 1.3% +146 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 13,267 $6.6M 3.75% +376 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 13,264 $6.6M 2.07% -134 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 15,513 $6.59M 4.06% -67 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 13,250 $6.59M 1.81% -1,896 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 13,230 $6.58M 0.18% new 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 12,880 $6.58M 1.85% -144 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 12,420 $6.57M 2.13% +428 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 13,214 $6.57M 3.46% +773 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 13,213 $6.57M 4.63% +1,437 13F-HR/A Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 13,201 $6.57M 2.05% +65 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 13,179 $6.56M 2.13% +230 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 13,178 $6.55M 4.44% +280 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 13,176 $6.55M 1.47% -97 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 13,176 $6.55M 0.82% -16,764 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 13,167 $6.55M 2.02% -1,264 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 13,152 $6.54M 3.99% +171 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 13,147 $6.54M 1.73% +61 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 13,146 $6.54M 1.04% +2,218 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 13,146 $6.54M 3.12% -237 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 12,465 $6.53M 1.86% -181 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 13,112 $6.52M 2.51% +310 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 13,111 $6.52M 1.04% +482 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 13,097 $6.51M 1.65% +84 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 13,095 $6.51M 3.55% -3,050 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 13,078 $6.51M 3.04% -21 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 13,065 $6.5M 1.6% -54 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 13,056 $6.49M 4.05% +234 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 13,017 $6.49M 6% -2,484 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 13,050 $6.49M 1.5% -19 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 13,032 $6.48M 1.29% +585 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 13,021 $6.48M 6.21% +341 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 13,021 $6.48M 3.17% -1,408 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 13,014 $6.47M 1.94% -180 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 13,003 $6.47M 4.22% +269 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 12,999 $6.47M 1.8% +147 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 12,995 $6.46M 2.82% -400 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 12,988 $6.46M 3.1% -45 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 12,961 $6.45M 3.41% +117 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 12,948 $6.44M 3.88% -1,830 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 12,940 $6.44M 1.69% -131 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 12,911 $6.42M 0.42% +8 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 12,909 $6.42M 0.64% +3,387 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 12,905 $6.42M 2.83% -28 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 12,893 $6.41M 4.57% -701 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 12,875 $6.4M 6.47% -732 13F-HR/A Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 12,870 $6.4M 6.21% -1,101 13F-HR/A Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 12,846 $6.39M 2.07% +772 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 12,845 $6.39M 3.28% +228 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,832 $6.38M 3.38% -1,247 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 12,820 $6.38M 2.9% +413 13F-HR Timeline Bretton Capital Management, LLC More: the full row for Bretton Capital Management, LLC 12,800 $6.37M 5.75% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 12,798 $6.37M 1.94% -499 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 12,797 $6.37M 7.2% -984 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 12,794 $6.36M 4.82% -397 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 12,734 $6.34M 1.72% -664 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 12,745 $6.34M 5.36% +11,380 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 12,730 $6.33M 1.86% -2,479 13F-HR Timeline Terra Alpha Investments LLC More: the full row for Terra Alpha Investments LLC 12,722 $6.33M 6.58% -94 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 12,717 $6.33M 2.85% -4,083 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 12,328 $6.32M 5.11% -48 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 12,714 $6.32M 4.4% +119 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 12,688 $6.31M 1.01% +104 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 12,678 $6.31M 1.15% -118 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 12,675 $6.31M 2.23% +1,764 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 12,652 $6.29M 4.91% +708 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 12,630 $6.28M 2.98% +242 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 12,626 $6.28M 1.85% +938 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 12,621 $6.28M 3.72% -1,426 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 12,617 $6.28M 6.08% +1,582 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 12,607 $6.27M 6.14% +100 13F-HR Timeline Group SAM Advisors, LLC More: the full row for SAM Advisors, LLC 12,602 $6.27M 2.17% +147 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 12,612 $6.26M 4.33% +58 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 12,588 $6.26M 2.21% +3,201 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 12,572 $6.25M 4.07% +3,150 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 12,545 $6.24M 4.05% +153 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 12,543 $6.24M 2.87% -211 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 12,537 $6.24M 7.38% +111 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 12,516 $6.23M 4.63% +10 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 12,511 $6.22M 7.17% -99 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 12,497 $6.22M 6.16% 0 13F-HR/A Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 12,485 $6.21M 3.82% -18 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 12,452 $6.19M 0.83% -431 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 12,387 $6.16M 0.69% +1,506 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 12,368 $6.15M 4.09% +1 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 12,342 $6.14M 4.32% +576 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 12,310 $6.12M 3.21% -501 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 12,306 $6.12M 4.13% +527 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 12,302 $6.12M 2.54% -95 13F-HR Timeline BRIDGER MANAGEMENT, LLC More: the full row for BRIDGER MANAGEMENT, LLC 12,300 $6.12M 3.61% +8,070 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 12,300 $6.12M 6.74% -32,108 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 12,299 $6.12M 2.66% -175 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 12,298 $6.12M 0.44% -37 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 12,295 $6.12M 0.02% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 12,292 $6.11M 1.26% -472 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 12,285 $6.11M 6.14% -100 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 12,277 $6.11M 2.75% -830 13F-HR Timeline Concorde Financial Corp More: the full row for Concorde Financial Corp 12,276 $6.11M 3.61% -2,723 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 12,266 $6.1M 2.11% -188 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 12,264 $6.1M 5.89% +162 13F-HR Timeline AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 12,262 $6.1M 2.31% 0 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 12,254 $6.1M 3.11% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 12,252 $6.09M 3.74% -1,300 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 12,252 $6.09M 2.6% +94 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 16,233 $6.09M 2.85% 0 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 12,220 $6.08M 3.62% -36,800 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 12,217 $6.08M 2.73% +125 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 12,210 $6.07M 1.91% -1,128 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 12,210 $6.07M 0.61% +745 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 12,199 $6.07M 1.04% -23,624 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 12,198 $6.07M 1.27% -239 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 12,182 $6.06M 1.5% +490 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,178 $6.06M 0.17% +38 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 12,167 $6.05M 1.05% +89 13F-HR Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 12,163 $6.05M 1.67% 0 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 12,155 $6.05M 2.13% +220 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 12,137 $6.04M 4.6% +489 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 12,123 $6.03M 0.77% +341 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,122 $6.03M 0.92% +497 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 12,110 $6.02M 4.69% +26 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 12,107 $6.02M 0.74% +851 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 12,105 $6.02M 2.1% -3,386 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 12,088 $6.01M 3.72% -294 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 12,087 $6.01M 1.6% +1,200 13F-HR/A Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 12,085 $6.01M 1.05% -87 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 12,084 $6.01M 3.36% -2,922 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 12,067 $6M 3.46% +32 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 12,061 $6M 7.73% -22 13F-HR Timeline Hidden Lake Asset Management LP More: the full row for Hidden Lake Asset Management LP 12,020 $5.98M 2.94% new 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 12,002 $5.97M 0.35% -998 13F-HR Timeline Group Clarendon Private LLC More: the full row for Clarendon Private LLC 12,002 $5.97M 5.74% -52 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 12,000 $5.97M 5.46% +4,500 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 11,955 $5.95M 2.3% -1,300 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 11,929 $5.93M 9.58% -215 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 11,926 $5.93M 3.09% +277 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 11,924 $5.93M 3.12% -3,292 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 11,916 $5.93M 2.63% +45 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 11,875 $5.91M 1.26% +1,452 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 11,865 $5.9M 2.25% -610 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 11,855 $5.9M 5% 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 11,851 $5.89M 0.07% -746 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,828 $5.88M 0.7% -21 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 11,821 $5.88M 0.55% -10,980 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 11,820 $5.88M 6.09% -86 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 11,805 $5.87M 1.95% +250 13F-HR Timeline Nationale-Nederlanden Powszechne Towarz… More: the full row for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 11,798 $5.87M 0.69% -4 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 11,782 $5.86M 2.5% +671 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 11,749 $5.84M 2.45% -166 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 11,745 $5.84M 1.77% +445 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 11,743 $5.84M 5.85% +250 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 11,743 $5.84M 1.51% -503 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 11,732 $5.84M 2.26% -2,468 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 11,730 $5.83M 2.15% -737 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 11,706 $5.82M 0.94% +1,229 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 11,704 $5.82M 0.71% +329 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 11,695 $5.82M 2.46% -100 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 11,694 $5.82M 4.04% +138 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 11,683 $5.81M 0.54% +319 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 11,674 $5.81M 1.91% +1,913 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 11,670 $5.8M 2.29% -61 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 11,669 $5.8M 2.38% -120 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 11,665 $5.8M 5.57% +5,178 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 11,657 $5.8M 1.84% +3,209 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 11,644 $5.79M 4.79% -17 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 11,639 $5.79M 3.44% -140 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 11,618 $5.78M 1.67% +1,180 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 11,600 $5.77M 3.4% 13F-HR Timeline Group Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 11,423 $5.77M 4.17% +423 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 11,575 $5.76M 2.95% -64 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 11,579 $5.76M 2.1% -128 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 11,575 $5.76M 1.97% -411 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 11,572 $5.76M 0.89% +341 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 11,572 $5.76M 3.8% -181 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 11,560 $5.75M 2.76% -3,530 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. 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