Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 9,785 $5.07M 2.59% -26 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 9,784 $5.07M 2.01% +1,484 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 9,775 $5.06M 1.31% -22 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 9,772 $5.06M 0.62% +41 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 9,764 $5.06M 1.17% +2,506 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 9,755 $5.05M 0.04% +1,229 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 9,754 $5.05M 3.45% +60 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 9,715 $5.05M 0.55% +101 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 9,747 $5.05M 1.4% -297 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 9,745 $5.05M 1.62% -4 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 9,744 $5.05M 3.3% -175 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 9,735 $5.04M 0.79% 0 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 9,732 $5.04M 1.05% +2,919 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 9,602 $5.04M 0.51% +3,072 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 9,719 $5.03M 1.98% -2,030 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 9,715 $5.03M 2.62% +4,109 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 9,701 $5.02M 1.66% +668 13F-HR/A Timeline Well Done, LLC More: the full row for Well Done, LLC 9,687 $5.02M 0.85% -224 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 9,687 $5.02M 2.03% -29 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 9,682 $5.01M 1.26% -564 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 9,680 $5.01M 1.09% +1,007 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 9,672 $5.01M 3.49% +455 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 9,672 $5.01M 0.77% -2,413 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 9,669 $5.01M 1.16% +31 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 9,693 $5M 6.02% -182 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 9,653 $5M 0.37% -2,168 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 9,648 $5M 1.05% +1,192 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 9,642 $4.99M 1.93% +125 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 9,634 $4.99M 2.46% -13 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,628 $4.99M 1.45% -105 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 9,612 $4.98M 2.14% +57 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 9,608 $4.98M 0.42% -369 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 9,605 $4.97M 2.47% -115 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 9,587 $4.97M 1.48% +112 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 9,579 $4.96M 2.08% +398 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 9,564 $4.95M 2.64% -247 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 9,558 $4.95M 3.46% +141 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 9,554 $4.95M 1.08% +535 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 9,550 $4.95M 0.64% +39 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 9,513 $4.93M 1.18% +572 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 9,505 $4.92M 1.94% -82 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 9,503 $4.92M 3.41% +121 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 9,502 $4.92M 4.84% +171 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 9,501 $4.92M 1.64% +187 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 9,495 $4.92M 4.1% +257 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 9,884 $4.92M 0.59% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 9,481 $4.91M 4.23% -410 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 9,475 $4.91M 2.45% -54 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 9,475 $4.91M 2.11% -25 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 9,474 $4.91M 1.97% -42 13F-HR Timeline Lakehouse Capital Pty Ltd More: the full row for Lakehouse Capital Pty Ltd 9,472 $4.91M 3% 0 13F-HR/A Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 9,471 $4.91M 3.52% +124 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 9,468 $4.9M 1.64% +230 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 9,467 $4.9M 0.98% -83 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 9,458 $4.9M 1.2% -800 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 9,443 $4.89M 3.39% -3,178 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 9,433 $4.89M 0.37% +872 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 9,420 $4.88M 0.51% +32 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 9,413 $4.88M 1.2% -182 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 9,385 $4.86M 0.24% +2,388 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 9,384 $4.86M 2.32% -23 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 9,381 $4.86M 1.93% -293 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 9,376 $4.86M 2.91% +83 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 9,365 $4.85M 2.7% +25 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 9,352 $4.84M 2.93% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 9,340 $4.84M 0.18% +3,149 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 9,334 $4.83M 4.05% +333 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 9,328 $4.83M 2.95% -232 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 9,326 $4.83M 1.6% -772 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 9,326 $4.83M 5.37% -14,451 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 9,325 $4.83M 2.08% +237 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9,317 $4.83M 0.66% +1,883 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 9,309 $4.82M 2.36% 0 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 9,688 $4.82M 1.96% -62 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,296 $4.82M 0.4% -21,133 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 9,292 $4.81M 2.08% +166 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 9,288 $4.81M 2.81% +4,794 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 9,283 $4.81M 2.76% -2,643 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 9,279 $4.81M 0.87% +803 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 9,274 $4.8M 2.83% +487 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 9,262 $4.8M 0.73% -589 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 9,240 $4.79M 2.26% +321 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 9,225 $4.78M 3.13% -234 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 9,222 $4.78M 1.47% +32 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 9,220 $4.78M 2.25% 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 9,218 $4.77M 2.65% +1,044 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 9,218 $4.77M 2.83% -87 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 9,201 $4.77M 2.66% +114 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 9,189 $4.76M 3.24% -146 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 9,177 $4.75M 4.19% -35 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 9,176 $4.75M 1.53% -260 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 9,156 $4.74M 1.7% +426 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 9,151 $4.74M 1.42% -829 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 9,144 $4.74M 0.43% -68 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 9,144 $4.74M 1.03% -17 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 9,103 $4.73M 2.76% +67 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 9,113 $4.72M 0.69% -8 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 9,112 $4.72M 4.37% +343 13F-HR Timeline Olstein Capital Management, L.P. More: the full row for Olstein Capital Management, L.P. 9,100 $4.71M 0.89% -900 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,094 $4.71M 0.31% -417 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 9,091 $4.71M 1.25% +5,161 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 9,084 $4.71M 2.55% +58 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 9,074 $4.7M 2.82% -24 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 9,072 $4.7M 0.08% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 9,070 $4.7M 1.13% -183 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 9,058 $4.69M 1.39% -1,096 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 9,052 $4.69M 0.84% -577 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 9,043 $4.68M 1.24% +387 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 9,039 $4.68M 1.58% -55,817 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 9,038 $4.68M 1.27% -114 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 9,036 $4.68M 4.06% +28 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 9,035 $4.68M 2.52% +361 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 9,028 $4.68M 3.21% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 9,014 $4.67M 1.62% +35 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 9,013 $4.67M 0.31% +2,551 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 9,009 $4.67M 3.87% +31 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 9,005 $4.66M 1.59% -344 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 8,995 $4.66M 0.6% +1,391 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 8,995 $4.66M 3.21% +1,491 13F-HR/A Timeline Trust Co More: the full row for Trust Co 8,989 $4.66M 0.48% -1,796 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 8,977 $4.65M 1.05% -341 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 8,968 $4.65M 1.42% -159 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,968 $4.64M 0.43% +9 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 8,967 $4.64M 2.16% -321 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 8,949 $4.64M 0.9% -118 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 8,948 $4.63M 1.15% -350 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 8,947 $4.63M 1.37% +243 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 9,025 $4.63M 3.47% -353 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 8,941 $4.63M 4.42% 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 8,930 $4.63M 1.19% +1,187 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 8,923 $4.62M 3.01% +3,817 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 8,913 $4.62M 3.84% +68 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 8,900 $4.61M 3.1% -160 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 8,891 $4.61M 3.65% +5,275 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 8,898 $4.6M 2.14% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 8,871 $4.59M 0.5% -167 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 8,858 $4.59M 0.85% +227 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 8,847 $4.58M 0.96% +523 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 8,844 $4.58M 1.66% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 8,839 $4.58M 0.83% +2,485 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 8,828 $4.57M 3.31% +9 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 8,823 $4.57M 1.13% -1,264 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 8,822 $4.57M 2.12% -125 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 8,821 $4.57M 2.13% -442 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 8,816 $4.57M 1.14% +2,933 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 8,815 $4.57M 2.34% +341 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 8,815 $4.57M 0.22% +500 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 8,800 $4.56M 3.55% -25,500 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 8,791 $4.55M 2.39% +665 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 8,777 $4.55M 1.05% +893 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 8,803 $4.55M 2.47% +29 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 8,767 $4.54M 0.87% +1,742 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 8,765 $4.54M 0.02% +6,165 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 8,757 $4.54M 1.77% -1,988 13F-HR/A Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 8,757 $4.54M 2.61% +640 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 8,756 $4.54M 4.54% +365 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,745 $4.53M 1.9% -348 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 8,743 $4.53M 2.84% +162 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 8,740 $4.53M 2.99% +538 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 8,706 $4.52M 0.86% +361 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 8,706 $4.52M 1.68% -658 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 8,735 $4.52M 2.1% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 8,344 $4.52M 1.95% +158 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 8,716 $4.51M 0.71% +269 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 8,705 $4.51M 2.52% -388 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 8,698 $4.5M 3.48% +86 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 8,696 $4.5M 2.78% -5,317 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 8,692 $4.5M 0.79% +875 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 8,689 $4.5M 0.45% +235 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 8,676 $4.49M 1.91% +440 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 8,667 $4.49M 1.65% -290 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 8,658 $4.48M 2.18% +15 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,647 $4.48M 1.15% -5 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 8,636 $4.47M 1.8% -29 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 8,626 $4.47M 3.49% -753 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 8,625 $4.47M 2.93% -652 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,625 $4.47M 3.43% +195 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 8,624 $4.47M 3.62% -40 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 8,614 $4.46M 2.98% +1,162 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 8,611 $4.46M 0.94% +54 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 8,589 $4.45M 0.41% -800 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 8,573 $4.44M 0.29% -767 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 8,562 $4.43M 2.19% +427 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 8,540 $4.42M 2.29% -25 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 8,788 $4.42M 1.98% +247 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 8,519 $4.41M 2.57% -2,542 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 8,518 $4.41M 0.94% -170 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 8,511 $4.41M 0.52% +2,700 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 8,508 $4.41M 0.68% -784 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 8,494 $4.4M 0.77% -647 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 8,451 $4.4M 2.96% +233 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 8,493 $4.4M 1.05% +21 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 8,489 $4.4M 3.24% +150 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 8,480 $4.39M 1.62% +625 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 8,474 $4.39M 0.56% -710 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 8,474 $4.39M 2.8% +142 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 8,440 $4.37M 0.98% +1 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 8,435 $4.37M 2.54% +411 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 8,424 $4.36M 3.36% -102 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 8,424 $4.36M 0.83% -8,522 13F-HR Timeline