WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 55,853 $7.5M 2.93% -2,687 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 55,782 $7.49M 1.57% -1,268 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 55,775 $7.49M 2.35% -547 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 55,624 $7.47M 4.95% +28 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 51,074 $7.47M 3.85% +2,259 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 55,567 $7.46M 4.05% -2,171 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 55,567 $7.46M 1.55% -5,020 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 55,480 $7.45M 0.72% +12,110 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 54,763 $7.44M 6.12% 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 55,407 $7.44M 4.05% +730 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 55,180 $7.41M 2.06% -991 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 55,164 $7.41M 5.15% -11 13F-HR Timeline Totem Point Management, LLC More: the full row for Totem Point Management, LLC 55,157 $7.41M 7.85% -32,246 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 55,154 $7.41M 1.34% +232 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 55,577 $7.4M 1.31% -123 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 55,115 $7.4M 1.86% +1,618 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 55,098 $7.4M 0.9% -8,582 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 55,042 $7.39M 2.32% +4,582 13F-HR Timeline BANK OZK More: the full row for BANK OZK 55,035 $7.39M 3.07% -8,791 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 55,020 $7.39M 2.12% -1,152 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 55,012 $7.39M 6.36% +165 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 54,838 $7.36M 6.28% 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 54,765 $7.35M 3.14% -1,495 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 54,726 $7.35M 1.41% +26,768 13F-HR/A Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 54,621 $7.34M 1.08% +5,285 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 54,611 $7.33M 0.66% +5,014 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 54,583 $7.33M 3.55% 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 54,540 $7.32M 1.44% +714 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 58,279 $7.32M 1.63% +3,840 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 54,380 $7.3M 3.81% +250 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 54,244 $7.28M 1.3% +1,269 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 54,243 $7.28M 7.34% 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 53,612 $7.25M -3,390 Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 53,943 $7.24M 2.01% +677 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 53,917 $7.24M 5.08% -177 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 53,890 $7.24M 4.64% +477 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 53,788 $7.24M 0.13% +9,425 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 53,803 $7.22M 5.04% +50 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 53,696 $7.21M 1.55% -926 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 53,689 $7.21M 0.43% +548 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 53,681 $7.21M 6.73% 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 53,613 $7.2M 1.25% -2,677 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 53,384 $7.17M 2.76% -3,272 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 53,383 $7.17M 3.79% -579 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 53,382 $7.17M 3.67% -551 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 53,333 $7.16M 0.57% +1,910 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 53,287 $7.16M 1.12% +180 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 53,230 $7.15M 1.02% +9,163 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 53,107 $7.13M 1.31% -627 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 53,041 $7.12M 2.01% +1,853 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 52,964 $7.11M 3.02% +5,556 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 52,867 $7.1M 2.96% +2,294 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 53,233 $7.09M 1.08% +47,645 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 52,609 $7.06M 1.74% -1,082 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 52,371 $7.03M 3.46% -915 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 52,307 $7.02M 1.36% +405 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 52,208 $7.01M 1.29% +525 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 52,156 $7M 2.16% -6,957 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 52,107 $7M 0.17% -602,649 13F-HR Timeline Group Knuff & Co LLC More: the full row for Knuff & Co LLC 51,745 $6.98M 2.12% -3,025 13F-HR Timeline Tairen Capital Ltd More: the full row for Tairen Capital Ltd 52,000 $6.98M 1.03% -2,814,614 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 51,874 $6.97M 1.33% -6,248 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 51,874 $6.97M 1.31% -6,248 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 51,858 $6.96M 3.21% +7,489 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 51,800 $6.96M 1.45% -6,000 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 51,774 $6.95M 1.79% -710 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 51,740 $6.95M 4.03% -3,770 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 51,700 $6.94M 3.05% +36,400 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 51,682 $6.94M 0.21% +2,145 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 51,680 $6.94M 3.35% 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 51,619 $6.93M 3.61% +2,002 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 51,572 $6.93M 0.56% +1,937 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 51,484 $6.91M 1.23% -713 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 51,381 $6.9M 2.94% -51 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 51,295 $6.89M 3.06% -8,570 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 51,288 $6.89M 1.59% +1,654 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 51,220 $6.88M 3.76% -1,941 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 51,123 $6.87M 0.47% -114 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 51,096 $6.86M 6.75% 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 51,036 $6.85M 3.81% 13F-HR Timeline Selkirk Management LLC in group Selkirk Management LLC More: the full row for Selkirk Management LLC 51,000 $6.85M 2.46% 0 13F-HR Timeline Group GFG Capital, LLC More: the full row for GFG Capital, LLC 50,795 $6.82M 1.87% +280 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 50,791 $6.82M 3.24% +2,864 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 50,758 $6.82M 6.23% 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 50,713 $6.81M 4.3% 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 50,692 $6.81M 0.57% -1,630 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 50,658 $6.8M 2.53% +11,900 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 749,580 $6.8M 2.27% +699,568 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 50,915 $6.8M 1.66% +3,775 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 50,598 $6.79M 0.19% -7,497 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 50,581 $6.79M 3.42% +998 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 50,545 $6.79M 0.27% -7,186 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 50,528 $6.79M 1.07% +14,177 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 50,481 $6.78M 3.76% -845 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 50,477 $6.78M 0.58% +75 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 50,335 $6.76M 1.22% +318 13F-HR Timeline Taika Capital, LP More: the full row for Taika Capital, LP 50,335 $6.76M 5.15% +5,575 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 50,333 $6.76M 6.35% 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 50,205 $6.74M 3.32% +39,120 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 50,177 $6.74M 3.39% +2,289 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 50,000 $6.71M 5.4% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 49,996 $6.71M 4.06% +4,015 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 49,845 $6.69M 0.73% -847 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 49,836 $6.69M 5.74% -1,716 13F-HR Timeline CIBC Capital Markets (Europe) S.A. More: the full row for CIBC Capital Markets (Europe) S.A. 49,800 $6.69M 9.17% 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 49,792 $6.69M 2.55% +498 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 49,761 $6.68M 1.37% +1,516 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 49,759 $6.68M 4.42% -5,072 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 49,727 $6.68M 2.23% +359 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 49,721 $6.68M 5.63% 13F-HR/A Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 49,600 $6.66M 2.06% -5 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 49,599 $6.66M 4.15% +3,282 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 49,572 $6.66M 4.74% +509 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 49,560 $6.66M 4.85% 13F-HR Timeline Elemental Capital Partners LLC More: the full row for Elemental Capital Partners LLC 49,496 $6.65M 6.22% 13F-HR Timeline Castellan Group More: the full row for Castellan Group 49,447 $6.64M 2.88% -4,396 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 49,393 $6.63M 0.74% +662 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 49,382 $6.63M 1.95% +17 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 49,377 $6.63M 2.95% +2,746 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 49,309 $6.62M 0.6% -12,336 13F-HR Timeline Group BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 49,169 $6.6M 3.29% +1,076 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 49,135 $6.6M 0.12% +40,377 13F-HR Timeline Group POTENTIA WEALTH More: the full row for POTENTIA WEALTH 49,114 $6.6M 2.93% 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 49,113 $6.6M 4.6% +3,912 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 49,109 $6.59M 5.06% -4,221 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 48,932 $6.57M 0.29% 0 13F-HR Timeline Group Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 48,920 $6.57M 2.13% -5,782 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 48,780 $6.55M 0.27% +2,873 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 48,636 $6.53M 0.72% +4,419 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 48,489 $6.52M 3.4% 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 48,553 $6.52M 10.34% -43 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 48,525 $6.52M 5.5% 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 48,500 $6.51M 2.43% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 48,483 $6.51M 2.46% -7,787 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 48,445 $6.51M 1.95% -7,081 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 47,022 $6.5M 3.94% -21 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 48,416 $6.5M 2.99% +525 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 48,294 $6.49M 0.8% -1,214 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 48,204 $6.47M 0.37% +13,463 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 48,110 $6.46M 3.57% -308 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 48,044 $6.45M 4.61% -945 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 48,004 $6.45M 1.58% +6,497 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 47,977 $6.44M 4.66% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 47,977 $6.44M 2.61% +4 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 47,967 $6.44M 6.75% 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 47,929 $6.44M 1.93% +1,157 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 47,836 $6.42M 0.5% +2,856 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 47,820 $6.42M 0.4% +7,632 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 46,383 $6.41M 0.21% 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 47,728 $6.41M 4.53% -1,492 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 47,627 $6.4M 0.42% -2,867 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 47,586 $6.39M 2.08% -1,206 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 47,482 $6.38M +23,741 Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 47,450 $6.37M 1.94% +1,450 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 47,434 $6.37M 0.77% +808 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 47,361 $6.36M 0.79% +1,050 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 47,290 $6.35M 5.34% -3,872 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 47,223 $6.34M 0.73% +3,164 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 47,212 $6.34M 3.28% +472 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 47,193 $6.34M 2.27% -1,280 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 47,183 $6.34M 2.3% -7,745 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 46,918 $6.3M 1.82% +12,560 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 46,747 $6.28M 2.88% +2,965 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 46,640 $6.26M 2.58% +1,154 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 46,605 $6.26M 0.94% -59 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 46,550 $6.25M 1.43% -500 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 46,501 $6.24M 1.08% -2,645 13F-HR Timeline Atika Capital Management LLC in group Atika Capital Management LLC More: the full row for Atika Capital Management LLC 46,500 $6.24M 0.81% -569,500 13F-HR Timeline Group WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 46,487 $6.24M 3.87% +7,793 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 46,475 $6.24M 0.2% +785 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 46,435 $6.24M 4.42% +75 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 46,337 $6.22M 2.22% -1,056 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 46,302 $6.22M 7.1% 13F-HR Timeline AI-Squared Management Ltd More: the full row for AI-Squared Management Ltd 46,300 $6.22M 6.34% +3,300 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 46,285 $6.22M 0.89% 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 46,216 $6.21M 4.69% 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 46,203 $6.2M 0.58% +2,398 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 45,103 $6.2M 0.5% +17,924 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 46,059 $6.19M 1.53% -45 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 46,048 $6.18M 1.2% -10,821 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 46,025 $6.18M 1.93% -115 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 45,917 $6.17M 4.71% -162 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eos Management, L.P. More: the full row for Eos Management, L.P. 45,900 $6.16M 2.6% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 45,893 $6.16M 1.07% 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 45,878 $6.16M 0.54% +3,321 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 45,740 $6.14M 2.27% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 45,697 $6.14M 2.37% -1,080 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 45,641 $6.13M 3.9% +771 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 45,628 $6.13M 3.27% +11,516 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 45,486 $6.11M 1.2% -8,007 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 42,738 $6.1M 2.81% +3,392 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 45,328 $6.09M 0.3% -7,403 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 45,232 $6.07M 0.54% +1,897 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 41,990 $6.07M 1.35% -1,190 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 45,089 $6.06M 0.9% -2,574 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 45,063 $6.05M 1.16% -4,574 13F-HR Timeline Terra Alpha Investments LLC More: the full row for Terra Alpha Investments LLC 44,978 $6.04M 6.12% 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 44,975 $6.04M 5.52% 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 44,824 $6.02M 1.85% +6,035 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 44,774 $6.01M 3.24% 13F-HR Timeline Group