Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 38,406 $7.17M 3.26% +12,101 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 38,358 $7.16M 0.69% +96 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 38,351 $7.16M 2.37% +390 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 38,337 $7.15M 3.31% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 38,273 $7.14M 2.35% +324 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 38,259 $7.14M 6.97% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 38,215 $7.13M 1.5% +375 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 38,149 $7.12M 1.55% -2,238 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 38,132 $7.11M 1.51% +315 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 38,103 $7.11M 2.08% +2,558 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 35,064 $7.1M 4.16% +3,794 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 38,035 $7.1M 2.9% +1,594 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 37,976 $7.09M 2.19% +404 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 37,972 $7.08M 2.46% +4,689 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 37,950 $7.08M 3.45% +133 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 37,935 $7.08M 1.53% -1,273 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 37,438 $7.07M 1.2% -4,441 13F-HR Timeline Terra Alpha Investments LLC More: the full row for Terra Alpha Investments LLC 37,874 $7.07M 7.21% -2,741 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 37,869 $7.07M 2.12% -3,700 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 37,803 $7.05M 4.73% -380 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 37,773 $7.05M 0.18% -7,884 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 34,792 $7.05M 4.18% -400 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 37,742 $7.04M 1.87% -183 13F-HR Timeline OPTIMAS CAPITAL Ltd More: the full row for OPTIMAS CAPITAL Ltd 37,700 $7.03M 4.45% -69,900 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 38,530 $7.03M 0.2% +17,701 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 37,663 $7.03M 0.91% -35,741 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 37,622 $7.02M 3.08% -80 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 37,609 $7.02M 3.15% +524 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 37,606 $7.02M 0.86% +1,780 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 37,485 $6.99M 0.27% -12,500 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 37,464 $6.99M 1.91% +218 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 37,455 $6.99M 1.13% -4,517 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 37,417 $6.98M 1% +1,304 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 37,344 $6.97M 1.3% +2,102 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 37,337 $6.97M 4.3% +853 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 37,301 $6.96M 2.85% +1,037 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 37,260 $6.95M 0.41% +672 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 37,235 $6.95M 1.02% +102 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 37,222 $6.94M 0.82% +51 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 37,188 $6.94M 1.38% +3,172 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 37,158 $6.93M 1.97% -2,535 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 37,143 $6.93M 4.75% +6,647 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 37,135 $6.93M 3.23% -15,774 13F-HR Timeline GAGNON SECURITIES LLC group of 2 filers holding More: the full row for GAGNON SECURITIES LLC 37,128 $6.93M -291 Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 37,106 $6.92M 1.79% -124 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 37,105 $6.92M 2.45% -17,623 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 37,105 $6.92M 0.64% +13,153 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 37,049 $6.91M 0.84% -5,364 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 37,045 $6.91M 0.03% +6,275 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. City State Bank More: the full row for City State Bank 37,025 $6.91M 2% +81 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 36,942 $6.89M 1.92% -4,175 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 36,883 $6.88M 0.02% +3,862 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 36,874 $6.88M 1.63% +2,680 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 36,731 $6.88M 0.48% -1,239 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 36,854 $6.88M 10.42% +6 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 36,808 $6.87M 1.95% +298 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 36,734 $6.85M 0.14% +17,155 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 36,722 $6.85M 2.59% +995 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 36,691 $6.85M 1.32% -17,843 13F-HR/A Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 36,688 $6.85M 2.1% +1,483 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 36,579 $6.83M 2.22% +332 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 36,579 $6.82M 1.28% +1,804 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 33,947 $6.82M 1.37% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 36,490 $6.81M 3.98% +6,162 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 36,474 $6.81M 2.7% -1,783 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 36,374 $6.79M 3.15% -90 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 36,352 $6.78M 2.86% -643 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 36,350 $6.78M 1.45% -17,511 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 36,219 $6.76M 0.97% +1,855 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 36,220 $6.76M 1.34% +1,399 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 36,188 $6.75M 2.36% +2,880 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 36,179 $6.75M 2.55% +6,351 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 36,157 $6.75M 4.68% +343 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 36,140 $6.74M 0.76% +167 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 36,121 $6.74M 0.58% -592 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 36,100 $6.74M 0.42% +3,502 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 36,066 $6.73M 1.81% +6,535 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 36,028 $6.72M 0.59% +1,033 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 35,961 $6.71M 1.48% -1,007 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 35,892 $6.7M 0.98% -989 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 35,858 $6.69M 0.13% -2,064 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 35,830 $6.69M 1.72% -61 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 35,813 $6.68M 4.2% +1,070 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 35,747 $6.67M 0.7% -1 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 35,724 $6.67M 1.03% -1,128 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 35,629 $6.65M 3.11% +82 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 35,631 $6.65M 0.64% -246 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 36,471 $6.64M 4.47% -827 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 35,588 $6.64M 3.82% +5,001 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 35,527 $6.63M 5.51% -847 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 35,518 $6.63M 2.35% +134 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 35,517 $6.63M 2.92% +14 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 35,512 $6.63M 3.45% +5,529 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 37,889 $6.6M 2.58% +10,262 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 35,340 $6.59M 0.42% -4,000 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 35,271 $6.58M 0.78% +94 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 35,269 $6.58M 5.45% -4,590 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 33,345 $6.58M 0.61% -2,875 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 35,162 $6.56M 1.79% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 35,144 $6.56M 0.63% +4,052 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 35,141 $6.56M 3.54% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 35,106 $6.55M 1.49% +54 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 35,053 $6.54M 3.37% +1,030 13F-HR Timeline Group MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 35,000 $6.53M 4.57% -5,000 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 34,998 $6.53M 5.54% -82 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 34,980 $6.53M 0.67% -701 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 34,948 $6.52M 2.18% -3,414 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 34,916 $6.51M 0.82% +16,281 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 34,893 $6.51M 2.39% -1,130 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 34,872 $6.51M 1.64% +2,675 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 34,870 $6.51M 1.17% -15,962 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 34,836 $6.5M 1.58% +12,951 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 34,834 $6.5M 1.22% +1,655 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 34,800 $6.49M 4.11% -5,000 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 34,755 $6.48M 2.27% -675 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 34,725 $6.48M 1.8% -485 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 34,528 $6.44M 0.55% +803 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 34,527 $6.44M 0.2% +2,440 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 34,505 $6.44M 1.25% -37,545 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 34,431 $6.42M 5.54% -110 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 34,360 $6.41M 3.85% +1,459 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 34,310 $6.4M 2.21% +3,190 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 34,154 $6.39M 1.18% +1,420 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 34,268 $6.39M 3.93% -402 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 34,236 $6.39M 1.48% -988 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 34,194 $6.38M 4.01% +17,366 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 34,152 $6.37M 3.58% +68 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 34,133 $6.37M 1.72% +101 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 34,128 $6.37M 2.02% +8,348 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 34,048 $6.35M 1.23% -145 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 33,971 $6.35M 2.84% -180 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 33,978 $6.34M 1.84% -16 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 33,926 $6.33M 4.09% +549 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 33,898 $6.32M 0.29% -12,890 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 33,890 $6.32M 0.74% +1,147 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 33,853 $6.32M 0.93% new 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 33,830 $6.31M 4.54% +100 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 33,809 $6.31M 1.69% +6,099 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 33,722 $6.29M 0.34% +1,960 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 33,701 $6.29M 3.59% -83 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 33,664 $6.28M 2.12% -185 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 33,639 $6.28M 0.35% -2,886 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 33,617 $6.27M 2.38% +1,795 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 33,601 $6.27M 6.99% +232 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 33,572 $6.26M 1.14% -618 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 33,546 $6.26M 3.51% -81 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 33,500 $6.25M 0.53% -2,500 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 33,659 $6.24M 1.52% -1,199 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 33,393 $6.23M 2.77% -9,131 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 33,238 $6.22M 2.07% -967 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 33,346 $6.22M 2.34% +23,986 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 33,332 $6.22M 1.11% +1,085 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 33,332 $6.22M 4.84% +2,107 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 33,313 $6.22M 4.42% +1,356 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 33,301 $6.21M 0.41% -458 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 33,274 $6.21M 0.59% +1,506 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 33,244 $6.2M 2.4% -23,065 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 33,194 $6.19M 1.24% -2 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 33,169 $6.19M 1.7% -1,421 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 33,139 $6.18M 1.08% -30 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 33,096 $6.18M 1.62% +18,882 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 33,073 $6.17M 2.12% 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 33,040 $6.16M 0.86% -1 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 33,016 $6.16M 3.84% +1,128 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 32,981 $6.15M 2.04% +81 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 32,780 $6.12M 5.04% 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 32,720 $6.1M 0.83% new 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 32,627 $6.09M 0.61% -30,865 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 32,622 $6.09M 1.69% -2,801 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 32,602 $6.08M 1.96% +949 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 32,600 $6.08M 0.9% +3,443 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 32,593 $6.08M 0.94% -1,604 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 32,127 $6.08M 0.62% +10,205 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 32,528 $6.07M 0.72% -2,011 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 32,526 $6.07M 1.02% +7,338 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 32,510 $6.07M 1.67% +715 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 32,509 $6.07M 0.4% +3,429 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 32,500 $6.06M 1.41% +1,179 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 32,494 $6.06M 4.19% +433 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 32,468 $6.06M 1.16% +25 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 32,232 $6.06M 3.37% +1,876 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 32,452 $6.06M 1.23% +83 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 32,407 $6.04M 1.16% new 13F-HR Timeline Group Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 32,360 $6.04M 1.06% +457 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 32,304 $6.03M 1.26% +5,199 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 32,250 $6.02M 1.62% +202 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 32,234 $6.01M 0.35% +436 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 32,040 $6.01M 0.37% +1,347 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 32,182 $6M 1.21% +16,544 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 32,180 $6M 0.68% +13,892 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 32,116 $5.99M 7.16% -1,199 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 32,106 $5.99M 5.2% -223 13F-HR Timeline SPHERA FUNDS MANAGEMENT LTD. group of 2 filers holding More: the full row for SPHERA FUNDS MANAGEMENT LTD. 32,070 $5.98M -69,085 Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 32,053 $5.98M 0.38% -806 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 32,053 $5.98M 4.48% -169 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 32,047 $5.98M 2.54% +169 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 32,105 $5.97M 5.97% -4,055 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 31,955 $5.96M 2.71% +8,073 13F-HR Timeline Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 31,920 $5.96M 3.77% -54,330 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 31,919 $5.96M 0.95% +2,665 13F-HR Timeline