Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 38,262 $6.05M 0.62% +229 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 38,259 $6.04M 5.8% +1,223 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 38,257 $6.04M 2.5% +1,983 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 38,183 $6.03M 4.38% 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 38,144 $6.03M 0.9% -1,099 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 38,128 $6.02M 2.93% +703 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 37,970 $6M 0.48% +20,478 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 37,961 $6M 2.13% +5,706 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 37,949 $6M 2.26% +206 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 37,925 $5.99M 1.72% +635 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 37,922 $5.99M 0.14% +7,273 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 37,840 $5.98M 1.34% +438 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 37,817 $5.97M 3.08% +1,629 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 37,817 $5.97M 1.48% +2,337 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 37,792 $5.97M 0.99% +1,085 13F-HR Timeline Hel Ved Capital Management Ltd More: the full row for Hel Ved Capital Management Ltd 37,759 $5.97M 2.68% new 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 33,947 $5.96M 1.27% 0 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 37,705 $5.96M 3.12% -1,091 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 37,702 $5.96M 2.61% -11,140 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 37,641 $5.95M 0.08% -926 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 37,581 $5.94M 1.56% +15,151 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 37,572 $5.94M 2.02% +11,929 13F-HR Timeline GAGNON SECURITIES LLC group of 2 filers holding More: the full row for GAGNON SECURITIES LLC 37,419 $5.91M +95 Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 37,298 $5.89M 4.74% -17,961 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 37,280 $5.89M 0.63% +8,546 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 37,246 $5.88M 1.7% +1,606 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 37,230 $5.88M 1.61% -5,512 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 37,171 $5.87M 0.76% -1,221 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 37,133 $5.87M 1.03% -5,929 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 37,012 $5.85M 0.52% +21,403 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 36,995 $5.84M 2.65% +866 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 36,970 $5.84M 1.05% +10,826 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 36,968 $5.84M 1.42% +1,269 13F-HR Timeline City State Bank More: the full row for City State Bank 36,944 $5.84M 1.83% +452 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 36,881 $5.83M 0.9% -750 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 36,852 $5.82M 0.96% +1,440 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 36,848 $5.82M 9.35% -2,337 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 36,713 $5.8M 0.53% +2,048 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 36,657 $5.79M 0.61% +2,793 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 36,588 $5.78M 0.37% +697 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 36,525 $5.77M 0.34% -633 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 36,510 $5.77M 1.83% -212 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 36,484 $5.76M 3.89% -10,751 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 36,464 $5.76M 2.77% +12,837 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 36,441 $5.76M 2.48% +21,712 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 36,419 $5.75M 0.73% +4,953 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 36,374 $5.75M 5.04% -1,034 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 36,273 $5.73M 1.38% +7,657 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 36,264 $5.73M 2.51% -263 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 36,247 $5.73M 2.07% +4,017 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 36,160 $5.72M 5.7% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 36,113 $5.71M 0.9% +1,364 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 36,023 $5.69M 2.28% -1,181 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 36,000 $5.69M 0.47% 0 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 36,000 $5.69M 5.2% -19,000 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 35,973 $5.68M 0.68% +51 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 35,942 $5.68M 0.29% -125,179 13F-HR/A Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 35,918 $5.67M 2.95% +288 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 35,891 $5.67M 1.62% +48 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 35,877 $5.67M 0.55% -767 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 35,826 $5.66M 0.77% +3,563 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 35,824 $5.66M 3.27% +5,146 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 35,814 $5.66M 4.17% -2,669 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 35,748 $5.65M 0.62% -2,709 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 35,741 $5.65M 5.1% +19,299 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 35,727 $5.64M 2.24% +3,059 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 35,681 $5.64M 0.62% +15,887 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 35,677 $5.64M 4.96% -8,094 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 54,854 $5.63M 1.64% +6,163 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 35,643 $5.63M 4.71% +917 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 35,547 $5.62M 2.93% +5,484 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 35,545 $5.62M 1.85% +4,021 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 35,538 $5.61M 0.26% +23,139 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 35,503 $5.61M 2.63% +355 13F-HR/A Timeline LCNB CORP More: the full row for LCNB CORP 35,430 $5.6M 1.97% -1,150 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 35,423 $5.6M 1.63% +3,484 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 35,397 $5.59M 0.34% -208 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 35,242 $5.57M 1.18% +21,615 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 35,224 $5.57M 1.44% +5,767 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 35,210 $5.56M 1.63% +7,762 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 35,205 $5.56M 1.97% +3,095 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 35,177 $5.56M 0.72% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 35,141 $5.55M 3.2% -341 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 35,080 $5.54M 4.64% -58,475 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 35,052 $5.54M 1.38% -332 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 35,027 $5.53M 2.62% +9,462 13F-HR Timeline General Pension Society PZU Joint Stock… More: the full row for General Pension Society PZU Joint Stock Co 35,000 $5.53M 1.54% -2,000 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 34,995 $5.53M 0.53% +5,120 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 34,882 $5.51M 1.4% -981 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 34,821 $5.5M 1.22% +13,604 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 34,775 $5.49M 1.13% +323 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 34,743 $5.49M 3.86% +2,321 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 34,290 $5.49M 2.61% +1,062 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 34,670 $5.48M 3.63% +3,802 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 34,610 $5.47M 2.44% +4,126 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 34,590 $5.46M 1.61% +7 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 34,563 $5.46M 0.8% new 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 34,541 $5.46M 4.76% -105 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 35,384 $5.43M 2.1% -1,394 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 34,364 $5.43M 0.7% -10,760 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 34,288 $5.42M 1.02% +571 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 34,205 $5.4M 2.03% +16,704 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 34,194 $5.4M 1.41% +2,752 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 34,193 $5.4M 1.12% +5,785 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 34,197 $5.4M 0.88% +1,359 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 34,190 $5.4M 1.04% -420 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 34,150 $5.4M 0.26% +1,684 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 34,084 $5.38M 3.27% -1,615 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 34,032 $5.38M 1.61% -507 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 34,023 $5.38M 2.87% +4,714 13F-HR Timeline Group CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 34,016 $5.37M 1.13% +23,987 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 33,994 $5.37M 1.79% +172 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 33,947 $5.36M 0.21% +10,227 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 33,864 $5.35M 3.14% -975 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 33,849 $5.35M 1.93% +1,655 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 33,784 $5.34M 3.41% +1,683 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 33,766 $5.33M 3.36% -497 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 33,759 $5.33M 0.37% -793 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 33,730 $5.33M 4.3% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 33,725 $5.33M 0.5% +1,361 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 33,678 $5.32M 0.87% -2,555 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 33,646 $5.32M 4.97% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 33,627 $5.31M 3.07% +199 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 33,614 $5.31M 4% -9,956 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 34,539 $5.29M 0.67% +811 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 33,509 $5.29M 6.85% -18,031 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 33,377 $5.27M 4.03% +12,609 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 33,369 $5.27M 6.17% +749 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 33,315 $5.26M 6.45% +1,046 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 33,308 $5.26M 1.97% -13,153 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 33,283 $5.26M 2.01% +8,584 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 33,231 $5.25M 4.18% -151 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 33,196 $5.24M 1.09% -254 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 33,179 $5.24M 1.03% +1,851 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 33,169 $5.24M 0.91% +371 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 33,087 $5.23M 1.16% +864 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 33,041 $5.22M 0.79% +1,603 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 33,021 $5.22M 0.02% -43,481 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 32,971 $5.21M 1% +8,488 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 29,198 $5.2M 1.06% +780 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 32,901 $5.2M 3.73% -798 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 32,900 $5.2M 1.89% +24,714 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 32,859 $5.19M 0.36% +593 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 32,856 $5.19M 4.29% 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 32,827 $5.19M 0.88% -2,804 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 32,746 $5.17M 1.29% -3,939 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 32,743 $5.17M 0.69% +727 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 32,734 $5.17M 1.04% -30 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 32,707 $5.17M 0.44% +11,278 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 32,675 $5.16M 0.87% +406 13F-HR Timeline Tikehau Investment Management More: the full row for Tikehau Investment Management 32,600 $5.15M 8.03% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 32,598 $5.15M 0.35% -8,208 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 32,542 $5.14M 5.1% -7,597 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 32,443 $5.13M 1.05% +130 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 32,431 $5.12M 2.12% -270 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 32,417 $5.12M 1.68% -2,450 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 32,412 $5.12M 2.7% -1,877 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 32,369 $5.11M 1.22% +24,343 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 32,357 $5.11M 2.81% +145 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 32,351 $5.11M 1.25% -260 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 32,329 $5.11M 4.74% +324 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 32,046 $5.11M 0.67% +2,321 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 32,290 $5.1M 0.81% +1,444 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 32,251 $5.1M 1.22% -159,570 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 32,247 $5.09M 0.98% -9,031 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 29,969 $5.09M 2.45% +8,755 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 32,222 $5.09M 4.2% +649 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 32,197 $5.09M 1.43% +83 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 32,126 $5.08M 5.22% +59 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 32,115 $5.07M 4.79% +1,244 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 32,087 $5.07M 0.17% +2,920 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 29,452 $5.07M 4.12% +1,653 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 32,061 $5.07M 4.07% +17,385 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 32,048 $5.06M 1.44% +4,675 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 31,955 $5.05M 0.83% -2,200 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 31,957 $5.05M 1.28% -2,032 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 31,957 $5.05M 3.92% -602 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 31,921 $5.04M 0.56% -6,060 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 31,903 $5.04M 0.89% -460 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 31,888 $5.04M 3.49% +2,088 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 31,878 $5.04M 2.26% +858 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 31,822 $5.03M 2.11% +3,274 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 31,820 $5.03M 1.49% -4,367 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 31,804 $5.02M 4.14% +986 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 31,798 $5.02M 0.3% +11,383 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 31,795 $5.02M 1.48% +3,946 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 31,793 $5.02M 1.11% +6,578 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 28,717 $5.02M 0.91% +1,513 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 31,768 $5.02M 0.51% +4,549 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 31,767 $5.02M 1.32% -12,942 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 31,762 $5.02M 0.29% +1,640 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. 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