Rockport Wealth LLC More: the full row for Rockport Wealth LLC 97,803 $18.2M 3.55% -783 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 97,325 $18.2M 2.11% -1,860 13F-HR/A Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 97,303 $18.1M 3.67% +10,541 13F-HR Timeline Value Aligned Research Advisors, LLC More: the full row for Value Aligned Research Advisors, LLC 97,259 $18.1M 0.37% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 97,175 $18.1M 0.37% -13,883 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 97,116 $18.1M 0.48% -91,404 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 97,096 $18.1M 6.43% -3,106 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 97,025 $18.1M 2.34% -1,627 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 96,768 $18M 4.05% -2,152 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 96,758 $18M 2.15% +4,824 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 96,737 $18M 3.09% +2,753 13F-HR Timeline Group Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 96,419 $18M 13.91% -4,872 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 96,743 $17.9M 2.56% +8,475 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 96,158 $17.9M 2.68% -13,833 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 95,994 $17.9M 3.61% +323 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 95,968 $17.9M 2.2% +1,924 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 95,936 $17.9M 0.86% +8,766 13F-HR Timeline Group DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 95,902 $17.9M 10.92% -5,148 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 95,520 $17.8M 3.27% -4,457 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 95,505 $17.8M 4.28% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 95,217 $17.8M 3.47% +987 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 95,165 $17.7M 6.05% -1,883 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 95,147 $17.7M 7.23% -10,993 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 95,122 $17.7M 6.43% -29,000 13F-HR Timeline Group ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 94,895 $17.7M 11.97% -1,147 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 94,501 $17.6M 1.62% +847 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 94,227 $17.6M 0.49% +269 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 94,181 $17.6M 8.84% +3,826 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 94,109 $17.6M 1.68% +36,232 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 93,933 $17.5M 5.89% -7,921 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 93,765 $17.5M 3.11% -22,466 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 94,138 $17.5M 2.39% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 92,985 $17.4M 4.46% +629 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 93,394 $17.4M 5.73% +6,563 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 88,736 $17.4M 3.76% -2,411 13F-HR Timeline Octahedron Capital Management L.P. More: the full row for Octahedron Capital Management L.P. 93,200 $17.4M 11.83% +27,200 13F-HR Timeline CNB Bank More: the full row for CNB Bank 93,160 $17.4M 7.11% -1,486 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 93,156 $17.4M 5.8% -11,500 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 93,031 $17.3M 2.79% -2,562 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 92,719 $17.3M 1.65% -1,776 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 92,584 $17.3M 4.25% +2,333 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 92,457 $17.3M 1.49% -1,031 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 92,500 $17.3M 5.37% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 92,458 $17.2M 4% -56,900 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 92,362 $17.2M 1.38% +16,638 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 92,259 $17.2M 9.72% -736 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 92,156 $17.2M 10.66% -659 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 92,123 $17.2M 0.72% -6,235 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 92,023 $17.2M 1.57% -455 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 91,962 $17.2M -449 Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 91,807 $17.1M 11.95% -690 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 91,643 $17.1M 3.59% -6,238 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 91,140 $17M 1.88% +1,588 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 91,098 $17M 4.65% +29,950 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 91,033 $17M 1% -7,534 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 88,552 $17M 3.86% +1,042 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 90,782 $16.9M 0.75% +2,999 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 90,702 $16.9M 5.08% -18,647 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 90,527 $16.9M 3.81% +22,487 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 90,522 $16.9M 4.54% +357 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 90,313 $16.8M 3.35% +11,952 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 90,303 $16.8M 4.68% -157 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 90,133 $16.8M 8.97% +1,056 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 90,075 $16.8M 0.73% -8,320 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 90,075 $16.8M 1.67% +248 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 90,021 $16.8M 0.46% +4,077 13F-HR/A Timeline Group Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 89,925 $16.8M 2.13% +57,518 13F-HR Timeline Group LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 89,879 $16.8M 4.21% -18,009 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 89,848 $16.8M 6.78% -770 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 89,836 $16.8M 1.7% +1,571 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 89,784 $16.7M 4.17% +21,618 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 88,954 $16.7M 0.92% 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 89,756 $16.7M 0.53% +4,663 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 89,746 $16.7M 4.03% +407 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 137,816 $16.7M 1.53% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 87,534 $16.7M 1.32% +54,189 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 89,488 $16.7M 5.49% -587 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 89,393 $16.7M 5.82% +9,575 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 89,275 $16.6M 5.93% +7,057 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 89,273 $16.6M 1.3% +61,683 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 89,162 $16.6M 0.95% +37,155 13F-HR Timeline University of Wisconsin Foundation More: the full row for University of Wisconsin Foundation 89,106 $16.6M 13.97% +34,040 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 88,890 $16.6M 5.9% +2,252 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 88,851 $16.6M 5.5% -3,880 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 88,650 $16.5M 2.93% +76,779 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 88,624 $16.5M 2.62% +5,902 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 88,455 $16.5M 2.83% -2,476 13F-HR/A Timeline Iowa State Bank More: the full row for Iowa State Bank 88,427 $16.5M 3.09% +2,531 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 88,311 $16.5M 3.32% -12,977 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 88,304 $16.5M 4.22% +68 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 88,214 $16.5M 2.39% -272 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 88,056 $16.4M 9.51% 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 87,796 $16.4M 5.01% -1,455 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 87,461 $16.4M 3.46% -11,038 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 87,714 $16.4M 1.08% -959 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 87,413 $16.3M 1.51% +4,766 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 87,373 $16.3M 3.05% -2,093 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 87,333 $16.3M 3.92% +6,453 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 87,069 $16.2M 0.94% +551 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 86,979 $16.2M 1.86% +287 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 86,804 $16.2M 6.34% -1,258 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 86,693 $16.2M 4.75% -9,857 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 86,643 $16.2M 12.68% -2,604 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 86,592 $16.1M 1.31% +4,267 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 86,544 $16.1M 3.04% +11,100 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 86,408 $16.1M 3.18% -1,678 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 86,326 $16.1M 0.32% -5,374 13F-HR Timeline Group Hidden Lake Asset Management LP More: the full row for Hidden Lake Asset Management LP 86,287 $16.1M 8.77% new 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 86,162 $16.1M 4.53% -2,993 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 85,959 $16M 2.86% 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 84,858 $16M 2.47% +62,887 13F-HR/A Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 85,913 $16M 4.17% -79 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 85,911 $16M 2.14% -3,081 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 85,546 $16M 1.2% +4,796 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 85,317 $15.9M 1.51% +11,746 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 85,302 $15.9M 4.88% +6,125 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 85,251 $15.9M 14.49% 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 85,216 $15.9M 3.36% -4,061 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 85,207 $15.9M 1.33% +70 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 85,038 $15.9M 3.67% -1,724 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 85,014 $15.9M 3.22% -9,056 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 84,913 $15.8M 1.2% -5,766 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 82,644 $15.8M 0.28% +34,934 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 84,776 $15.8M 1.73% +11,359 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 84,626 $15.8M 0.55% -5,215 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 84,548 $15.8M 5.34% -72 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 84,500 $15.8M 22.1% -177,000 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 83,748 $15.8M 2.86% -520 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 83,891 $15.6M 3.8% -5 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 83,868 $15.6M 4.22% -2,469 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 83,867 $15.6M 4.18% +3,110 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 83,846 $15.6M 7.57% -1,636 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 83,816 $15.6M 0.54% +4,779 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 83,580 $15.6M 1.4% +9,178 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 83,398 $15.6M 4.5% +1,535 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 83,301 $15.5M 10.67% -162 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 83,266 $15.5M 2.25% -2,152 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 83,083 $15.5M 3.55% -1,075 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 83,022 $15.5M 4.59% +25 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 82,954 $15.5M 3.3% 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 82,800 $15.4M 0.44% -23,650 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 82,757 $15.4M 1.33% +22,757 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 82,718 $15.4M 6.11% 13F-HR Timeline North Growth Management Ltd. More: the full row for North Growth Management Ltd. 83,000 $15.4M 2.41% +1,000 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 82,623 $15.4M 1.24% +2,930 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 82,500 $15.4M 1.04% -30,194 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 82,415 $15.4M 3.24% +10,569 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 82,208 $15.3M 6.87% +11 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 82,127 $15.3M 2.43% -3,487 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 81,926 $15.3M 1.68% -8,751 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 81,880 $15.3M 3.78% -6,151 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 81,717 $15.2M 1.5% -11,539 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 81,474 $15.2M 3.01% -2,697 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 81,569 $15.2M 4.82% -1,552 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 81,558 $15.2M 8.2% -4,938 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 81,525 $15.2M 6.01% +231 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 81,256 $15.2M 2.04% -2,519 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 81,222 $15.1M 2.5% -56 13F-HR Timeline Privium Fund Management B.V. More: the full row for Privium Fund Management B.V. 81,000 $15.1M 2.78% 0 13F-HR Timeline FIRETRAIL INVESTMENTS PTY LTD More: the full row for FIRETRAIL INVESTMENTS PTY LTD 80,584 $15.1M 4.95% -111,599 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 80,939 $15.1M 1.04% +13,042 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 80,914 $15.1M 1.89% +3,569 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 80,852 $15.1M 3.57% -305 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 80,822 $15.1M 4.1% +7,594 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 80,792 $15.1M 8.86% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 80,792 $15.1M 2.78% +632 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 80,781 $15.1M 2.14% -715 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 80,566 $15M 2.08% -2,506 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 80,199 $15M 4.56% -264 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 80,169 $15M 2.1% +1,833 13F-HR/A Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 81,216 $14.9M 2.52% -1,429 13F-HR Timeline M37 Management LP More: the full row for M37 Management LP 80,000 $14.9M 10.25% 13F-HR Timeline S&CO INC More: the full row for S&CO INC 79,944 $14.9M 0.93% +8,481 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 79,846 $14.9M 6.01% -611 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 79,808 $14.9M 1.01% -979 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 79,664 $14.9M 4.07% -3,242 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 79,762 $14.9M 0.7% +19,220 13F-HR Timeline Ravenswood Partners LP More: the full row for Ravenswood Partners LP 79,586 $14.8M 4.95% +3,793 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 79,539 $14.8M 6.34% -1,477 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 79,516 $14.8M 0.71% +13,900 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 79,434 $14.8M 13.24% 13F-HR Timeline Napean Trading & Investment Co (Singapo… More: the full row for Napean Trading & Investment Co (Singapore) PTE Ltd 79,433 $14.8M 2.88% -11,702 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 79,304 $14.8M 3.22% +6,874 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 79,199 $14.8M 1.61% +2,607 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 79,196 $14.8M 0.79% +3,172 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 79,066 $14.7M 2.86% -857 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 78,893 $14.7M 4.12% +17,747 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 78,859 $14.7M 6.62% -1,328 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 78,664 $14.7M 2.47% +496 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 78,620 $14.7M 6.78% +1,608 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 78,532 $14.6M 5.72% -2,135 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 78,296 $14.6M 1.71% -219 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 78,294 $14.6M 0.8% -252 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 78,230 $14.6M 2.98% -1,550 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 78,180 $14.6M 4.49% -434 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 78,147 $14.6M 3.03% -357 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 78,145 $14.6M 1.38% +4,504 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 78,118 $14.6M 0.81% +10,208 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 78,094 $14.6M 1.06% -405 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 78,088 $14.6M 2.09% -1,255 13F-HR Timeline