WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 70,793 $7.67M 2% -52 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 70,630 $7.65M 1.16% -5,914 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 70,277 $7.65M 6.17% 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 70,621 $7.65M 1.99% +14,427 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 70,590 $7.65M 0.19% -19,160 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 70,509 $7.64M 4.49% +5,425 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 70,478 $7.64M 2.07% +2,653 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 70,364 $7.63M 3.8% -3,500 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 70,223 $7.61M 1.57% -90,454 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 70,210 $7.61M 5.97% -200 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 70,172 $7.61M 7.48% -2,966 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 70,039 $7.59M 0.62% +8,563 13F-HR Timeline MORGENS WATERFALL VINTIADIS & CO INC More: the full row for MORGENS WATERFALL VINTIADIS & CO INC 70,000 $7.59M 8.6% -30,000 13F-HR Timeline WHITEBOX ADVISORS LLC More: the full row for WHITEBOX ADVISORS LLC 70,000 $7.59M 0.25% new 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 19,045 $7.59M 9.82% new 13F-HR Timeline CROWN ADVISORS MANAGEMENT, INC. More: the full row for CROWN ADVISORS MANAGEMENT, INC. 70,000 $7.59M 6.68% -52,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 69,777 $7.56M 5.58% -1,972 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 70,290 $7.56M 1.65% +1,929 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 69,606 $7.54M 0.8% +876 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 69,599 $7.54M 1.25% -15,502 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 69,547 $7.54M 4.33% -4,296 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 69,344 $7.52M 4.83% +826 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 69,341 $7.52M 2.73% +297 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 69,295 $7.51M 3.14% -633,060 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 68,986 $7.48M 0.86% +9,881 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 68,672 $7.44M 1.54% -5,089 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 68,500 $7.42M 5.33% +59,600 13F-HR Timeline COMGEST GLOBAL INVESTORS S.A.S. in group COMGEST GLOBAL INVESTORS S.A.… More: the full row for COMGEST GLOBAL INVESTORS S.A.S. 68,429 $7.42M 0.13% new 13F-HR Timeline Group Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 68,415 $7.42M 4% -335 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 68,421 $7.42M 2.01% +3,274 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 68,266 $7.4M 0.72% -7,154 13F-HR Timeline AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 68,250 $7.4M 2.96% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 68,099 $7.38M 1.02% +907 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 68,087 $7.38M 1.97% +21,169 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 67,957 $7.37M 1.98% +6,529 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 67,906 $7.36M 2.99% -22,339 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 67,845 $7.35M 2.39% +12,803 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 67,760 $7.34M 3.68% -19,652 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 67,715 $7.34M 0.55% +805 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 67,688 $7.34M 0.77% +8,672 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 67,598 $7.33M 2% -4,134 13F-HR/A Timeline Kodai Capital Management LP More: the full row for Kodai Capital Management LP 67,540 $7.32M 0.29% -492,585 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 67,474 $7.31M 1.54% +53,168 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 67,424 $7.31M 1.25% -2,289 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 67,249 $7.29M 1.39% +3,160 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 67,123 $7.27M 1.16% +8,638 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 67,059 $7.27M 3.88% +16,854 13F-HR/A Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 66,995 $7.26M 1.79% +1,546 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 66,921 $7.25M 1.05% -2,438 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 66,826 $7.24M 3.9% -1,389 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 66,816 $7.24M 2.25% +3,622 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 66,808 $7.24M 0.88% -377 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 66,612 $7.22M 0.38% +3,417 13F-HR Timeline SPHERA FUNDS MANAGEMENT LTD. group of 2 filers holding More: the full row for SPHERA FUNDS MANAGEMENT LTD. 66,605 $7.22M +49,205 Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 66,587 $7.22M 5.52% +10,045 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 66,583 $7.22M 0.7% +563 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 66,449 $7.2M 8.42% +2,457 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 66,300 $7.19M 2.31% -198,900 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 66,206 $7.18M 2.09% -7,064 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 66,166 $7.17M 0.69% +2,000 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 66,150 $7.17M 4.04% -174,320 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 66,140 $7.16M 1.37% +10,032 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 66,085 $7.16M 6.43% +1,982 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 65,887 $7.14M 2.56% -1,613 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 65,823 $7.13M 1.09% +55,296 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 65,804 $7.13M 1.24% +9,575 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 65,783 $7.13M 7.27% -692 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 65,769 $7.13M 0.26% +1,668 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 65,748 $7.13M 1.08% +1,898 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 65,740 $7.12M 2.65% +20,000 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 65,656 $7.12M 0.27% +626 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 65,598 $7.11M 0.86% -6,980 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 65,486 $7.1M 1.98% -3,082 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 65,465 $7.1M 2.19% +7,329 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 65,463 $7.09M 3.44% -4,034 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 65,169 $7.06M 1.27% +2,741 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 65,140 $7.06M 7.45% +2,327 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 65,095 $7.05M 2.49% -1,070 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 65,000 $7.04M 1.02% 0 13F-HR Timeline Archon Partners LLC More: the full row for Archon Partners LLC 65,000 $7.04M 0.85% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 64,911 $7.04M 0.7% -4,858 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 64,759 $7.02M 0.32% +59,784 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 64,656 $7.01M 0.56% +57,591 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 64,591 $7M 4.2% -2,247 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 64,590 $7M 3.71% +239 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 64,412 $6.98M 2.66% -439 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,724 $6.98M 1.15% 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 64,319 $6.97M 0.35% +2,475 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 63,202 $6.96M 3.89% -9,913 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 64,161 $6.95M 2.1% +1,292 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 71,187 $6.95M 4.71% -23,399 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 63,929 $6.93M 0.93% +1,456 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 63,865 $6.92M 0.97% -10,348 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 63,551 $6.92M 1.98% -42,157 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 63,858 $6.92M 0.77% +14,465 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 63,724 $6.91M 0.38% +2,679 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 63,676 $6.9M 1.41% +917 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 63,498 $6.88M 3.64% +1,618 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 63,370 $6.87M 4.15% -8,945 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 63,315 $6.86M 0.64% +3,910 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 63,313 $6.86M 1.07% +139 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 63,134 $6.84M 1.17% +2,069 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 63,058 $6.83M 6.94% -7,870 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 63,018 $6.83M 0.93% +15,584 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 62,831 $6.81M 1.42% +26,851 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 62,812 $6.81M 3.13% -8,341 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 62,773 $6.8M +9,161 Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 62,740 $6.8M 2.67% +3,765 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 62,725 $6.8M 2.19% +10,569 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 62,635 $6.79M 3.52% -4,010 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 62,514 $6.78M 0.55% +17,411 13F-HR/A Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 62,287 $6.75M 13.58% +12 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 62,284 $6.75M 1.38% -980 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 62,265 $6.75M 4.59% +12 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 62,132 $6.73M 2.52% -33,641 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 62,110 $6.73M 3.62% +12,941 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 62,109 $6.73M 2.87% new 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 62,018 $6.72M 1.77% -683 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 61,959 $6.72M 2.07% +34,878 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 55,197 $6.7M 1.53% +13,487 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 61,733 $6.69M 6.39% -221 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 61,682 $6.69M 3.24% -2,217 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 61,547 $6.67M 1.35% +7,007 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 61,460 $6.66M 1.17% +6,306 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 61,458 $6.66M 3.7% -780 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 61,456 $6.66M 3.33% +525 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 61,432 $6.66M 0.44% +3,600 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 61,219 $6.63M 0.86% +225 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 61,129 $6.63M 3.44% +22,914 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 61,010 $6.61M 2.88% -85 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 37,802 $6.59M 2.75% 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 60,790 $6.59M 0.3% -87 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 60,765 $6.59M 2.19% +55,527 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 60,553 $6.56M 0.25% +67 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 60,273 $6.56M 2.37% +97 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 60,416 $6.55M 4.08% -1,963 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 60,371 $6.54M 4.86% +5,207 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 60,290 $6.53M 3.38% -547 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 60,286 $6.53M 4.27% -10,791 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 60,279 $6.53M 1.1% +32,374 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 60,272 $6.53M 4.26% +6,382 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 60,167 $6.52M 3.63% -3,161 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 60,150 $6.52M 2.82% +3,454 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 60,129 $6.52M 1.82% -375 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 60,108 $6.51M 3.02% +2,732 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 60,000 $6.5M 1.73% new 13F-HR Timeline Cambridge Financial Group, Inc. More: the full row for Cambridge Financial Group, Inc. 59,970 $6.5M 2.82% -2,425 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 59,956 $6.5M 4.01% +244 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 59,852 $6.49M 0.73% +40 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 59,780 $6.48M 0.46% +11,944 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 59,613 $6.46M 3.73% +1,717 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 59,546 $6.45M 0.33% +1,030 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 58,834 $6.45M 0.86% +49,657 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 59,438 $6.44M 0.79% +12,077 13F-HR Timeline GENERAL AMERICAN INVESTORS CO INC More: the full row for GENERAL AMERICAN INVESTORS CO INC 59,379 $6.44M 0.48% -621 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 59,357 $6.43M 2.29% -3,895 13F-HR Timeline SWS Partners More: the full row for SWS Partners 59,231 $6.42M 2.11% +414 13F-HR/A Timeline BANK OZK More: the full row for BANK OZK 59,229 $6.42M 2.67% +4,194 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 59,149 $6.41M 1.11% +1,728 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 58,989 $6.39M 0.78% +33,931 13F-HR Timeline Incline Global Management LLC More: the full row for Incline Global Management LLC 58,902 $6.38M 3.94% new 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 58,790 $6.37M 1.34% +1,852 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 58,733 $6.37M 1.43% +7,818 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 58,679 $6.36M 0.46% -485 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 58,645 $6.36M 1.22% +2,075 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 58,584 $6.35M 1.95% +7,789 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 58,571 $6.35M 2.08% +2,796 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 58,458 $6.34M 1.76% +164 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 58,208 $6.31M 7% -7,445 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 58,201 $6.31M 2.93% +6,343 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 58,067 $6.29M 3.4% -3,120 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 58,052 $6.29M 3.51% +3,672 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 57,947 $6.28M 2.46% -25,868 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 57,621 $6.25M 2.67% +20,677 13F-HR/A Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 56,452 $6.22M 2.49% -6,264 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 57,253 $6.21M 4.34% -7,045 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 57,185 $6.2M 5.6% +2,422 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 57,178 $6.2M 0.53% +2,567 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 57,148 $6.19M 2.75% -439 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 56,220 $6.19M 0.77% -6,580 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 59,309 $6.18M 1.21% +7,435 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 57,108 $6.18M 1.21% +5,234 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 56,940 $6.17M 1.35% +30,240 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 56,876 $6.16M 0.69% -2,101 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 56,809 $6.16M 1.31% +1,027 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 56,434 $6.14M 0.65% +14,461 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 62,821 $6.13M 1.38% +537 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 45,641 $6.13M 3.9% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 56,541 $6.13M 3.05% -355 13F-HR/A Timeline Avantax Planning Partners, Inc. 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