STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 37,216 $7.45M 1.11% -114 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 37,136 $7.43M 0.88% +27,106 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 37,095 $7.42M 1.47% -12,931 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 37,051 $7.41M 0.29% +152 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 36,976 $7.4M 6.45% -10,435 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 36,951 $7.39M 0.43% -1,925 13F-HR Timeline Group FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 36,885 $7.38M 0.02% 0 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 36,883 $7.38M 1.5% 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 36,872 $7.38M 5.68% +4,072 13F-HR Timeline Harber Asset Management LLC More: the full row for Harber Asset Management LLC 36,861 $7.38M 4.43% +2,218 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 36,802 $7.36M 2.5% -2,842 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 36,784 $7.36M 3.94% -1,516 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 36,761 $7.36M 6.92% -18,945 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 36,754 $7.35M 0.09% +4,260 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 34,580 $7.33M 0.92% +524 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 36,646 $7.33M 2.26% +4,231 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 35,376 $7.32M 2.54% -1,175 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 36,522 $7.31M 6.63% +40 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 36,501 $7.3M 1.5% 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 36,447 $7.29M 1.95% +600 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 36,428 $7.29M 3.06% -2,689 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 36,420 $7.29M 3.58% +502 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 36,415 $7.29M 0.22% -77,653 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 36,389 $7.28M 0.93% +73 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 36,284 $7.26M 3.73% -3,082 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 36,268 $7.26M 5.54% +2,713 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 36,202 $7.24M 3.33% -3,540 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 36,166 $7.24M 3.4% +6 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 36,777 $7.22M 4.08% +1,302 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 36,069 $7.22M 0.18% -11,515 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 36,066 $7.22M 0.68% +56 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 34,869 $7.21M 1.4% +425 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 35,967 $7.2M 3.46% -1,680 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 35,955 $7.19M 2.65% -1,235 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 35,946 $7.19M 3.58% -22,081 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 35,941 $7.19M 6.97% -5,815 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 35,875 $7.18M 4.9% -729 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 35,836 $7.17M 4.4% -2,306 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 35,792 $7.16M 2.8% -235 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 35,790 $7.16M 1% +3,448 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 35,782 $7.16M 1.82% +2,172 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 35,772 $7.16M 3.1% +7,573 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 35,746 $7.15M 3.15% +666 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 35,738 $7.15M 0.5% +1,190 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 35,730 $7.15M 2.59% -2,810 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 35,700 $7.14M 0.4% +100 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 35,691 $7.14M 0.81% +10,791 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 35,686 $7.14M 1.17% +687 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 35,682 $7.14M 2.96% -2,089 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 35,665 $7.14M 1.23% -1,109 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 35,638 $7.13M 0.29% -375 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 35,593 $7.12M 2.03% +373 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 35,577 $7.12M 2.57% +11,002 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 35,552 $7.11M 1.55% +354 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 35,501 $7.1M 5.03% -339 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 35,499 $7.1M 1.35% +5,459 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 35,493 $7.1M 3.52% +212 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 35,485 $7.1M 1.76% -1,525 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 35,458 $7.09M 1.07% -6,212 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 35,442 $7.09M 3.85% +321 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 35,365 $7.08M 1.18% +800 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 35,346 $7.07M 2.57% +937 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 35,337 $7.07M 1.59% 0 13F-HR Timeline Group Tsai Capital Corp More: the full row for Tsai Capital Corp 35,292 $7.06M 5.22% +10,131 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 35,262 $7.06M 2.51% +1,145 13F-HR Timeline City State Bank More: the full row for City State Bank 35,241 $7.05M 1.62% +185 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 35,198 $7.04M 3.01% -47,538 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 34,850 $7.04M 1.47% +781 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 35,160 $7.04M 0.05% new 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 35,062 $7.02M 2.51% +10 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 35,045 $7.01M 0.68% -2,589 13F-HR Timeline WEITZ INVESTMENT MANAGEMENT, INC. More: the full row for WEITZ INVESTMENT MANAGEMENT, INC. 35,000 $7M 0.48% 0 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 35,000 $7M 0.63% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 34,951 $6.99M 1.67% -10,685 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 34,891 $6.98M 1.27% +2,463 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 34,840 $6.97M 1.88% +299 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 34,841 $6.97M 1.03% +21,988 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 34,827 $6.97M 0.68% -465 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 34,821 $6.97M 1.87% +1,912 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 34,818 $6.97M 2.04% -9,146 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 34,769 $6.96M 2.64% -1,089 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 34,760 $6.96M 3.69% +56 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 34,689 $6.94M 3.11% -700 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 34,645 $6.93M 1.97% +98 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 34,625 $6.93M 4.6% +1,613 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 34,616 $6.93M 2.19% -1,305 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 34,558 $6.91M 0.85% -338 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 34,519 $6.91M 4.29% +183 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 34,515 $6.91M 1.3% -402 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 34,467 $6.9M 3.49% -676 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 33,195 $6.88M 3.54% -571 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 34,378 $6.88M 2.61% +303 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 34,343 $6.87M 2.79% -23 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 34,335 $6.87M 0.64% -67 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 34,330 $6.87M 1.01% +553 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 34,292 $6.86M 4.09% -2,462 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 34,276 $6.86M 3.34% -60 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 34,273 $6.86M 4.79% 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 34,253 $6.85M 0.98% +9,402 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 34,210 $6.85M 0.9% +532 13F-HR Timeline AI-Squared Management Ltd More: the full row for AI-Squared Management Ltd 34,200 $6.84M 3.65% -5,525 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 34,193 $6.84M 2.64% +9,187 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 34,193 $6.84M 2.65% +27,366 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 34,192 $6.84M 1.44% -563 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 34,159 $6.83M 1.69% +929 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 34,590 $6.83M 0.9% -1,477 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 34,104 $6.82M 0.79% -1,024 13F-HR Timeline Longitude (Cayman) Ltd. More: the full row for Longitude (Cayman) Ltd. 34,100 $6.82M 4.51% -3,600 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 34,082 $6.82M 2.96% +1,945 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 34,000 $6.8M 0.89% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 33,910 $6.78M 0.62% -804 13F-HR/A Timeline Atom Investors LP More: the full row for Atom Investors LP 33,901 $6.78M 0.6% -23,454 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 33,896 $6.78M 4.2% -1,293 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 33,866 $6.78M 3.37% +1,001 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 33,860 $6.78M 7.57% -6,985 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 33,831 $6.77M 0.57% +747 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 33,802 $6.76M 0.81% +2,173 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 33,763 $6.76M 1.67% +925 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 33,755 $6.75M 1.33% +1,458 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 33,747 $6.75M 4.13% +6,352 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 33,727 $6.75M 6.17% +30,866 13F-HR Timeline FengHe Fund Management Pte. Ltd. More: the full row for FengHe Fund Management Pte. Ltd. 33,700 $6.74M 0.64% +2,500 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 33,667 $6.74M 1.17% +488 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 33,661 $6.74M 3.4% -132 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 33,656 $6.73M 0.59% -995 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 33,507 $6.7M 4.39% +1,643 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 33,484 $6.7M 2.06% -700 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 33,456 $6.69M 3.28% -3,632 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 33,439 $6.69M 1.62% +319 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 33,419 $6.69M 0.68% -909 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 29,826 $6.68M 3.48% +1,839 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 33,364 $6.68M 6.04% -76 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 33,339 $6.67M 2.78% new 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 33,310 $6.66M 1.02% -742 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 33,255 $6.65M 2.67% +537 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 33,241 $6.65M 2.33% +141 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 33,176 $6.64M 0.67% -795 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 33,124 $6.63M 1.69% -2,446 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 33,102 $6.62M 2.17% -2,970 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 33,101 $6.62M 1.61% -1,277 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 33,097 $6.62M 3.58% -2,466 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 33,074 $6.62M 4.95% +375 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 33,067 $6.62M 4.18% +655 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 33,051 $6.61M 3.43% -854 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 33,049 $6.61M 1.49% +359 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 33,000 $6.6M 0.79% -12,639 13F-HR/A Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 32,996 $6.6M 1.98% +15,001 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 32,939 $6.59M 3.02% +1,330 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 32,934 $6.59M 1.08% -740 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 32,913 $6.59M 7.81% -2,406 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 32,890 $6.58M 0.36% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 32,881 $6.58M 0.23% +3,807 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 32,810 $6.56M 2.21% +5,219 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 32,790 $6.56M 1.56% -224 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 32,756 $6.55M 0.6% +720 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 32,737 $6.55M 0.97% -140,771 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 32,736 $6.55M 2.49% +217 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 32,697 $6.54M 3.12% -658 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 32,664 $6.54M 1.77% +3,331 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 32,628 $6.53M 0.35% +2,621 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 32,624 $6.53M 4.17% +429 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 32,615 $6.53M 0.98% +1,262 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 32,602 $6.52M 1.57% -403,494 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 32,600 $6.52M 3.76% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 40,335 $6.52M 2.35% +11,462 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 32,579 $6.52M 1.01% -1,990 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 32,532 $6.51M 1.07% -440 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 32,506 $6.5M 5.67% -489 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 32,448 $6.49M 0.11% -4,926 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 32,436 $6.49M 3.04% +2,451 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 32,307 $6.46M 1.5% -200 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 32,264 $6.46M 2.32% +1,105 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 32,249 $6.45M 0.71% +1,513 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 32,199 $6.44M 5.2% 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 32,180 $6.44M 1.83% +392 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 32,161 $6.43M 0.69% -378 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 32,076 $6.42M 0.75% +568 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 32,118 $6.42M 0.06% +4,176 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 32,021 $6.41M 0.88% +401 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 32,010 $6.4M 0.39% +540 13F-HR Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 32,003 $6.4M 0.58% +9,253 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 31,996 $6.4M 2.23% -663 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 31,996 $6.4M 4.19% +816 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 31,992 $6.4M 1.35% +2 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 31,931 $6.39M 0.88% +29 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 31,915 $6.39M 0.33% +724 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 31,895 $6.38M 1.36% -538 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 31,887 $6.38M 0.51% +4,183 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 31,879 $6.38M 2.77% -1,894 13F-HR/A Timeline Wealthquest Corp More: the full row for Wealthquest Corp 31,827 $6.37M 0.4% +4,488 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 31,763 $6.36M 3.69% +2,560 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 31,739 $6.35M 3.18% -185 13F-HR Timeline Galaxy Group Investments LLC group of 2 filers holding More: the full row for Galaxy Group Investments LLC 31,691 $6.34M +26,091 Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 31,747 $6.33M 2.38% +1,778 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 31,598 $6.32M 1.19% +383 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 31,545 $6.31M 0.41% +3,091 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 31,531 $6.31M 1.9% -2,560 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 31,477 $6.3M 3.27% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 31,408 $6.28M 2.71% +312 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 31,378 $6.28M 1.96% -4,730 13F-HR Timeline