Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 13,961 $990K 0.17% +6 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 13,954 $989K 0.26% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 13,939 $988K 0.3% 0 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 13,925 $987K 0.38% -42 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,919 $987K 0.1% +1,909 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 13,898 $985K 0.05% -705 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 13,898 $985K 0.11% -600 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13,895 $985K 0.05% +1,416 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 13,887 $984K 0.08% +688 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 13,866 $984K 0.15% -297 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 13,858 $982K 0.03% +1,902 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 14,640 $982K 0.3% +674 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 13,842 $981K 0.58% +1,786 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,838 $981K 0.34% +177 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 13,785 $977K 0.18% +2,414 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 13,749 $975K 0.54% -1,681 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 13,741 $974K 0.09% +501 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 13,730 $973K 0.79% +56 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 13,718 $972K 0.09% +1,575 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 13,718 $972K 0.18% +40 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 13,711 $972K 0.11% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 13,682 $970K 0.27% +126 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 13,680 $970K 0.33% -5,275 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 13,632 $966K 0.18% +2,123 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 13,608 $965K 0.2% -55,463 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 13,608 $965K 0.19% +438 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 13,577 $962K 0.34% +9,269 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 13,573 $962K 0.35% -17,483 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 13,545 $960K 0.41% -124 13F-HR Timeline Financial Engines Advisors L.L.C. 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More: the full row for SPC Financial, Inc. 13,292 $942K 0.08% +241 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 13,288 $942K 0.07% -185 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 13,227 $938K 0.24% +74 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 13,189 $935K 0.46% +1,032 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 13,147 $932K 0.14% +312 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 13,141 $931K 3.78% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 13,116 $930K 0.09% +45 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 13,091 $928K 0.99% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 13,086 $928K 0.11% -176 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13,083 $927K 0.12% -553 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 13,067 $926K 0.46% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 13,059 $926K 0.03% +979 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 13,042 $925K 0.36% -1,075 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 13,040 $924K 0.02% -1,866 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12,966 $920K 0.07% +1,305 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 12,960 $919K 0.97% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,956 $918K 0.07% +1,472 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 12,924 $916K 0.11% +7,570 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 13,840 $916K 0.38% +71 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 12,870 $912K 0.24% +593 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 12,865 $912K 0.6% -886 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,749 $904K 0.09% +1,057 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 12,729 $902K 0.34% +611 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 12,713 $901K 0.25% 0 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 12,660 $897K 0.1% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 12,658 $897K 0.07% -1,543 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 12,643 $896K 0.53% +70 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 12,612 $894K 0.16% +3,013 13F-HR Timeline CX Institutional More: the full row for CX Institutional 12,611 $894K 0.03% +2,499 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,607 $894K 0.01% +4,069 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 12,590 $892K 0.7% +92 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 12,538 $889K 0.34% -15 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 12,515 $887K 0.33% -144 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 12,542 $887K <0.01% +3,479 13F-HR Timeline Group Fire Capital Management LLC More: the full row for Fire Capital Management LLC 12,431 $881K 0.65% -45 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 12,416 $880K 0.13% +750 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 12,370 $877K 0.23% new 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 12,344 $875K 0.06% +743 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 12,334 $874K 0.02% -158,603 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 13,174 $874K 0.37% +1,929 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,295 $872K 0.12% -246 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 12,272 $870K 0.07% +625 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 12,232 $867K 0.13% +214 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 12,176 $863K 0.06% +10 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 12,131 $860K 0.3% -68 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 12,126 $860K 0.08% +289 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 12,123 $859K 0.11% +1,060 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 12,096 $857K 0.37% +1,358 13F-HR/A Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 12,059 $855K 0.58% -69 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 12,052 $854K 0.45% +170 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 12,028 $853K 0.05% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,011 $851K 0.05% +1,677 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 12,007 $851K 0.13% +363 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 12,000 $851K 0.39% -529 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 11,981 $849K 0.35% -291 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,972 $849K 0.17% +1,736 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 11,966 $848K 0.42% -48 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 11,948 $847K 0.21% -595 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 11,906 $844K 0.07% +108 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 11,890 $843K 0.07% -2,826 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 11,885 $843K 0.47% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 11,866 $841K 0.32% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 11,850 $840K 0.02% +2,307 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,811 $837K 0.02% +2,258 13F-HR Timeline Group Notis-McConarty Edward More: the full row for Notis-McConarty Edward 11,718 $831K 0.43% +1,440 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 11,694 $829K 0.11% +100 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 11,678 $828K 0.38% -2,247 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,659 $827K 0.02% -5,290 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 11,617 $824K 0.08% -215 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 11,591 $822K 0.2% -4,541 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 11,586 $821K 0.02% +1,624 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 11,567 $820K 0.15% -39 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 11,544 $818K 0.33% +9,155 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 11,326 $816K 0.23% -6,590 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,499 $815K 0.18% -230 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11,498 $815K 0.13% 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 11,456 $812K 0.05% -1,326 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 11,306 $811K 0.53% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 11,419 $809K 0.06% +9 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,411 $809K 0.06% new 13F-HR/A Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 11,395 $808K 0.4% -100 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 11,391 $808K 0.06% +46 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 11,363 $806K 0.13% +173 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 11,479 $805K 0.52% -217 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 11,360 $805K 0.31% -150 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 11,340 $804K 0.19% -311 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 11,318 $802K 0.48% +3,730 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 11,188 $802K 0.25% 0 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 12,500 $801K 0.16% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 11,294 $801K 0.56% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 11,322 $800K 0.22% +2,533 13F-HR Timeline BANK OZK More: the full row for BANK OZK 11,252 $798K 0.33% -522 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,250 $797K 0.54% +2 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 11,220 $795K 0.23% -99 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 11,220 $795K 0.2% -1,368 13F-HR Timeline Group BANK OF STOCKTON More: the full row for BANK OF STOCKTON 11,204 $794K 0.25% -670 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11,194 $794K 0.01% -1,194 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 11,169 $792K 0.1% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 11,151 $791K 0.72% +37 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 11,132 $789K 0.04% +3,186 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 11,106 $787K 0.09% +3,892 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 11,095 $787K 0.43% +6,252 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 11,091 $786K 0.22% -191 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 11,071 $785K 0.13% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 11,047 $783K 0.35% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 11,767 $783K 0.11% +86 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 11,024 $781K 0.34% +1,738 13F-HR/A Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 11,005 $780K 0.48% +174 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 11,000 $780K 1.52% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 10,985 $779K 0.18% +50 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 10,953 $776K 0.1% -193 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 11,569 $774K 0.62% 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 10,911 $773K 0.04% +315 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 10,904 $773K 0.01% 0 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,902 $773K 0.05% +389 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 10,900 $773K 0.09% +460 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,895 $772K 0.11% +1,588 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 10,827 $768K 0.26% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 10,801 $766K 0.01% +115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,781 $764K 0.03% -1,782 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,774 $764K 0.01% +2,477 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 10,770 $763K 0.33% +3,900 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 10,759 $763K 0.08% +5,905 13F-HR/A Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 10,747 $762K 0.52% +1,382 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 10,743 $762K 0.12% -13 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 10,606 $760K 0.25% -276 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10,707 $759K 0.72% +397 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 10,700 $759K 0.5% -300 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 10,691 $758K 0.3% -819 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 10,682 $757K 0.15% new 13F-HR Timeline City State Bank More: the full row for City State Bank 10,647 $755K 0.25% -2,290 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 10,637 $754K 0.12% +13 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 10,625 $753K 0.13% -51 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,617 $753K 0.04% +1,546 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 10,614 $752K 0.35% -10,178 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 10,590 $751K 0.05% +450 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 10,570 $749K 0.02% +2,000 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,568 $749K 0.66% +122 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 10,561 $749K 0.35% +15 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 10,537 $747K 0.12% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 10,455 $741K 0.3% -1,549 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 10,450 $741K 0.74% -470 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 10,433 $740K 0.23% +1,811 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 10,432 $740K 0.46% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 10,391 $737K 0.12% -5,868 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 10,384 $736K 0.37% -450 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 10,379 $736K 0.1% +292 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 10,348 $734K 0.65% -1,121 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 10,338 $733K 0.04% +4,778 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 10,302 $730K 0.58% -236 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 10,300 $730K 0.4% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 10,285 $729K 0.05% -905 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10,272 $728K 0.09% +173 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 10,241 $726K 0.13% -435 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 10,240 $726K 0.31% -276 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 10,235 $726K 0.03% 0 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 10,220 $724K 0.1% +5,720 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 10,153 $720K 0.27% -794 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 10,133 $718K 0.72% +4,215 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 10,132 $718K 0.76% +1,114 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 10,000 $717K 0.09% 0 13F-HR Timeline