XML Financial, LLC More: the full row for XML Financial, LLC 64,159 $12M 0.98% +1,040 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 64,120 $12M 0.49% +7 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 63,994 $11.9M 4.5% -1,994 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 63,979 $11.9M 3.71% new 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 63,955 $11.9M 0.29% -12,989 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 63,887 $11.9M 5.54% -1,738 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 63,771 $11.9M 1.22% +1,375 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 63,744 $11.9M 7.81% +195 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 63,726 $11.9M 1.64% +4,015 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 63,655 $11.9M 1.06% -2,199 13F-HR Timeline Group Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 63,561 $11.9M 0.09% -18,112 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 63,545 $11.9M 3.41% +220 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 63,523 $11.8M 1.28% 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 63,481 $11.8M 1.46% -1,880 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 63,378 $11.8M 3.41% +456 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 63,314 $11.8M 1.61% +6,411 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 63,063 $11.8M 2.18% +6,638 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 63,050 $11.8M 1.35% +270 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 63,009 $11.8M 3.51% +249 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 63,009 $11.8M 2.41% +31,090 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 62,919 $11.7M 4.65% +5,578 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 62,897 $11.7M 3.22% -2,256 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 62,884 $11.7M 1.75% -617 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 62,745 $11.7M 3.36% -644 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 62,681 $11.7M 2% -4,706 13F-HR Timeline Maytree Asset Management Ltd More: the full row for Maytree Asset Management Ltd 62,608 $11.7M 8.66% new 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 62,597 $11.7M 4.55% +2,348 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 62,580 $11.7M 5.26% -45,801 13F-HR Timeline United Bank More: the full row for United Bank 62,484 $11.7M 3.95% -6,714 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 62,472 $11.7M 4.57% 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 62,437 $11.6M 1.7% -3,245 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 62,270 $11.6M 1.34% -861 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 62,181 $11.6M 5.67% -509 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 62,165 $11.6M 0.47% +1,472 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 62,136 $11.6M 8.14% -3,135 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 62,089 $11.6M 0.92% -3,888 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 61,996 $11.6M 3.37% +336 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 61,901 $11.5M 3.9% -8,616 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 61,840 $11.5M 1.67% +9,353 13F-HR/A Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 61,793 $11.5M 9.77% +721 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 61,737 $11.5M 5.75% new 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 61,705 $11.5M 4.02% +680 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 61,590 $11.5M 6.62% -5,303 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 61,590 $11.5M 6.62% +22,652 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 61,569 $11.5M 1.15% -3,857 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 61,497 $11.5M 2.69% -36,720 13F-HR Timeline BANK OZK More: the full row for BANK OZK 61,467 $11.5M 4.05% -154 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 61,359 $11.4M 2.38% +2,612 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 61,298 $11.4M 0.5% +9,825 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 61,240 $11.4M 4.3% +662 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 61,097 $11.4M 1.17% +850 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 61,002 $11.4M 4.61% -2,280 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 60,805 $11.3M 6.08% -6,265 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 60,717 $11.3M 1.57% -871 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 60,601 $11.3M 2.17% +1,432 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 60,591 $11.3M 1.55% +192 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 60,413 $11.3M 5.89% +8,565 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 60,337 $11.3M 2.36% +2,904 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 60,077 $11.2M 7.43% +1,272 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 60,066 $11.2M 18.49% -192 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 60,009 $11.2M 4.85% -2,948 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 60,002 $11.2M 0.71% +3,807 13F-HR Timeline MORGENS WATERFALL VINTIADIS & CO INC More: the full row for MORGENS WATERFALL VINTIADIS & CO INC 60,000 $11.2M 8.19% -10,000 13F-HR Timeline CROWN ADVISORS MANAGEMENT, INC. More: the full row for CROWN ADVISORS MANAGEMENT, INC. 60,000 $11.2M 7.36% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Twin Peaks Capital Ltd More: the full row for Twin Peaks Capital Ltd 60,000 $11.2M 14.19% 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 59,884 $11.2M 0.55% +517 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 59,866 $11.2M 4.58% +3,100 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 59,738 $11.1M 3.96% 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 59,736 $11.1M 4.91% -549 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 59,710 $11.1M 0.98% -21,842 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 59,670 $11.1M 0.77% +26,170 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 59,652 $11.1M 1.57% -568 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 59,600 $11.1M 2.93% +1,071 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 59,522 $11.1M 3.92% -695 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 59,486 $11.1M 2.07% +16,818 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 59,271 $11.1M 5.55% -2,010 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 59,254 $11.1M 0.44% +17,446 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 59,203 $11M 2.08% +4,637 13F-HR Timeline Kultura Capital Management LP More: the full row for Kultura Capital Management LP 59,000 $11M 7.98% 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 58,976 $11M 3.19% -570 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 58,855 $11M 3.31% +35 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 58,767 $11M 2.12% -435 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 58,674 $10.9M 0.75% +354 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 58,646 $10.9M 1.1% -9,126 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 58,598 $10.9M 1.17% +14,215 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 58,533 $10.9M 3.06% +29,257 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 58,435 $10.9M 1.65% -5,251 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 58,415 $10.9M 1.14% +17,368 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 58,657 $10.9M 3.66% +17,382 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 58,357 $10.9M 1.87% -5,732 13F-HR Timeline Castlefield Investment Partners LLP More: the full row for Castlefield Investment Partners LLP 58,212 $10.9M 8.37% 13F-HR/A Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 58,164 $10.8M 3.76% +2,775 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 58,116 $10.8M 1.71% -37,336 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 57,952 $10.8M 0.58% -20,190 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 57,945 $10.8M 2% +33,798 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 57,929 $10.8M 0.35% +3,335 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 57,927 $10.8M 3.34% -1,651 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 57,867 $10.8M 3.86% -1,988 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 57,775 $10.8M 1.5% +7,946 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 57,730 $10.8M 3.44% +9,185 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 57,656 $10.8M 3.01% +882 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 57,634 $10.7M 5.58% -32,186 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 57,600 $10.7M 0.36% +38,881 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 57,562 $10.7M 3.89% -265 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 57,513 $10.7M 2.46% +249 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 57,502 $10.7M 0.64% -4,573 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 57,358 $10.7M 1.22% -1,368 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 57,332 $10.7M 2.44% +660 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 57,310 $10.7M 0.9% +4,976 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 57,242 $10.7M 5.56% -2,286 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 57,154 $10.7M 1.16% +27,903 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 57,136 $10.7M 2.86% +921 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 57,107 $10.7M 4.81% -2,604 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 57,087 $10.6M 6.79% 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 56,908 $10.6M 5.97% -1,959 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 56,875 $10.6M 2.21% -2,049 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 56,866 $10.6M 5.02% -7,471 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 56,856 $10.6M 3.97% +94 13F-HR Timeline UNTITLED INVESTMENTS LP More: the full row for UNTITLED INVESTMENTS LP 56,805 $10.6M 3.18% +28,480 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 56,779 $10.6M 2.61% +855 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 56,638 $10.6M 10.63% +2,729 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 56,540 $10.5M 5.92% -3,565 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 56,533 $10.5M 2.94% -16,337 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 56,472 $10.5M 8.42% +5,688 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 56,452 $10.5M 0.78% -107 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 56,412 $10.5M 6.48% +5,095 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 56,218 $10.5M 1.84% -1,465 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 56,201 $10.5M 2.24% +6,706 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 56,133 $10.5M 4.5% +379 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 56,110 $10.5M 5.79% +79 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 56,035 $10.5M 2.3% +66 13F-HR Timeline LYNWOOD PRICE CAPITAL MANAGEMENT LP More: the full row for LYNWOOD PRICE CAPITAL MANAGEMENT LP 56,000 $10.4M 5.08% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 55,999 $10.4M 3.4% -2,144 13F-HR Timeline STF Management LP More: the full row for STF Management LP 55,992 $10.4M 9.8% -84,306 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 55,930 $10.4M 7.37% -2,323 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 55,739 $10.4M 5.41% +237 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 55,742 $10.4M 5.32% +6,443 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 55,657 $10.4M 4.61% +1,355 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 55,647 $10.4M 1.47% -4,719 13F-HR Timeline Essex LLC More: the full row for Essex LLC 55,632 $10.4M 1.84% -1,280 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 55,578 $10.4M 0.47% -7,087 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 55,573 $10.4M 1.82% +263 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 55,521 $10.4M 11.29% +730 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 55,460 $10.3M 6.1% -170 13F-HR Timeline Totem Point Management, LLC More: the full row for Totem Point Management, LLC 55,442 $10.3M 10.32% -21,102 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 55,295 $10.3M 4.36% -1,691 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 55,230 $10.3M 1.09% +1,445 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 55,222 $10.3M 3.07% -1,607 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 55,195 $10.3M 4.31% -573 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 55,178 $10.3M 0.69% +6,937 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 55,079 $10.3M -7,738 Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 55,012 $10.3M 4.72% +28,447 13F-HR Timeline Kamunting Street Capital Management, L.… More: the full row for Kamunting Street Capital Management, L.P. 55,000 $10.3M 7% +35,000 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 55,000 $10.3M 1.19% -10,000 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 54,972 $10.3M 5.72% +349 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 53,996 $10.2M 6.94% +1,072 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 54,885 $10.2M 6.48% -1,738 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 55,767 $10.2M 1.33% +132 13F-HR Timeline American Trust More: the full row for American Trust 54,813 $10.2M 0.86% -1,147 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 54,785 $10.2M 4.3% +76 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 54,755 $10.2M 3.68% +2,990 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 54,639 $10.2M 1.76% +26 13F-HR Timeline UG Investment Advisers Ltd. More: the full row for UG Investment Advisers Ltd. 54,483 $10.2M 2.34% +7,969 13F-HR Timeline SG Capital Management LLC More: the full row for SG Capital Management LLC 54,427 $10.2M 1.11% new 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 54,413 $10.1M 1.12% -736 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 54,392 $10.1M 1.3% 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 54,121 $10.1M 8.08% -14,509 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 54,041 $10.1M 7.71% 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 54,036 $10.1M 2.82% -1,621 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 53,989 $10.1M 3.48% +250 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 53,976 $10.1M 4.44% -2,376 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 53,926 $10.1M 0.6% +7,384 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 53,856 $10M 4.47% -2,504 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 53,777 $10M 1.02% -1,295 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 53,748 $10M 7.4% +5,733 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 53,737 $10M 4.76% -99 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 53,595 $10M 2.16% -7,629 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 53,549 $9.99M 1.88% +2,432 13F-HR Timeline SWS Partners More: the full row for SWS Partners 53,506 $9.98M 2.41% -37 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 53,486 $9.98M 1.39% -5,751 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 53,432 $9.97M 1.76% +1,377 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 53,359 $9.95M 3.31% -14,364 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 53,231 $9.93M 1.53% +5,597 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 53,167 $9.92M 3.98% -1,556 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 53,156 $9.91M 0.71% -2,809 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 53,093 $9.9M 4.49% -1,364 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 55,276 $9.9M 3.72% +552 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 53,041 $9.89M 1.46% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 53,030 $9.89M 1.83% +322 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 53,000 $9.88M 3.4% +33,000 13F-HR Timeline Group B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 52,877 $9.86M 1.39% -1,371 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 52,814 $9.85M 0.23% -350 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 52,727 $9.83M 0.33% +33,403 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 52,687 $9.83M 3.62% -13 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 52,634 $9.82M 4.3% +2,457 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 52,617 $9.81M 2.72% +943 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 52,597 $9.81M 1.51% +1,608 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 52,518 $9.79M 2% +101 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 52,512 $9.79M 7.34% 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 52,464 $9.78M 3.54% -962 13F-HR Timeline