UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 36,157 $6.7M 4.87% -6,570 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 35,916 $6.7M 3.74% +103 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 35,881 $6.69M 2.1% +2,643 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 35,876 $6.69M 4.53% -281 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 35,871 $6.69M 3.06% -1,264 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 35,778 $6.67M 2.42% +2,161 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 35,770 $6.67M 0.43% +3,261 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 35,735 $6.66M 1.16% +20,230 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 35,716 $6.66M 2.8% -636 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 35,704 $6.66M 2.47% -3,772 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 35,703 $6.66M 1.96% 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 35,656 $6.65M 2.42% -1,066 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 35,609 $6.64M 1.49% +503 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 35,577 $6.64M 2.23% +59 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 35,550 $6.63M 2.08% +2,569 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 35,479 $6.62M 0.73% -1,743 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 35,406 $6.6M 3.51% +1,254 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 35,379 $6.6M 5.97% 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 35,337 $6.59M 1.79% +5,009 13F-HR Timeline Group FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 35,335 $6.59M 5.42% 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 35,324 $6.59M 0.63% -307 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 35,302 $6.58M 0.58% +158 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 34,933 $6.58M 3.1% -14,175 13F-HR/A Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 35,233 $6.57M 5% +1,901 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 35,180 $6.56M 3.77% -5,240 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 35,157 $6.56M 1.58% +285 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 35,118 $6.55M 1.3% -2,070 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 35,101 $6.55M 2.83% -416 13F-HR Timeline Arvin Capital Management LP More: the full row for Arvin Capital Management LP 35,100 $6.55M 1.41% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 35,090 $6.54M 1.32% -6,014 13F-HR Timeline AMS Capital Ltda More: the full row for AMS Capital Ltda 35,068 $6.54M 2.53% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 35,061 $6.54M 0.91% -7,587 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 35,000 $6.53M 4.67% 0 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 35,000 $6.53M 1.09% -20,000 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 34,971 $6.52M 0.7% -776 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 34,934 $6.52M 3.25% -578 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 34,933 $6.52M 1.46% -1,028 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 34,920 $6.51M 5.39% 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 34,917 $6.51M 0.5% +2,290 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 34,909 $6.51M 1.02% -815 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 34,907 $6.51M 1.15% +1,335 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 34,871 $6.5M 0.87% 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 34,840 $6.5M 0.34% +1,118 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 34,827 $6.5M 2.18% +72 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 34,808 $6.49M 1.18% +654 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 34,800 $6.49M 4.07% 0 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 34,783 $6.49M 3.69% +2,551 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 34,778 $6.49M 0.31% +7,265 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 34,773 $6.49M 0.55% -1,255 13F-HR/A Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 34,768 $6.48M 1.17% 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 34,757 $6.48M 3.44% +7,622 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 34,713 $6.47M 1.05% +2,187 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 34,712 $6.47M 5.26% +281 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 34,679 $6.47M 2.94% +1,286 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 34,669 $6.47M 1.16% +164 13F-HR Timeline City State Bank More: the full row for City State Bank 34,660 $6.46M 1.77% -2,365 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 34,614 $6.46M 0.4% -1,486 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 34,611 $6.45M 3.41% -530 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 34,518 $6.44M 0.75% -753 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 34,462 $6.43M 5.57% -536 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 34,440 $6.42M 2.23% -453 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 34,435 $6.42M 0.88% +11,131 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 34,409 $6.42M 5.27% -1,118 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 34,351 $6.41M 0.74% -5,945 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 34,338 $6.4M 0.89% +1,745 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 34,109 $6.4M 1.23% +162 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 34,284 $6.39M 0.25% -1,074,489 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 34,279 $6.39M 6.46% +678 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 34,420 $6.39M 1.43% +761 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 34,144 $6.37M 3.52% -124 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 34,119 $6.36M 1.32% +2,125 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 34,096 $6.36M 5.91% 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 34,079 $6.36M 3.64% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 34,066 $6.35M 0.55% +11,407 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 34,027 $6.35M 0.69% +137 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 33,953 $6.33M 5.65% +21,719 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 33,949 $6.33M 1.17% -99 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 33,928 $6.33M 2.89% 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 33,918 $6.33M 2% -8,107 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 33,885 $6.32M 0.17% -3,888 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 33,880 $6.32M 1.79% -7,304 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 33,868 $6.32M 3.9% +3,153 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 33,853 $6.31M 3.34% 13F-HR/A Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 33,844 $6.31M 2.35% +498 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 33,820 $6.31M 1.63% +4,761 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 33,711 $6.29M 3.38% +165 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 33,689 $6.28M 1.47% +19,335 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 33,688 $6.28M 2.09% 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 33,662 $6.28M 5.01% +882 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 34,266 $6.28M 4.43% -2,205 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 33,625 $6.27M 2.43% 13F-HR/A Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 33,595 $6.27M 6.07% -4,664 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 33,573 $6.26M 0.28% -325 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 33,571 $6.26M 3.47% -789 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 33,570 $6.26M 3.82% +554 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 33,562 $6.26M 2.58% 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 33,540 $6.26M 0.24% +2,445 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 33,449 $6.25M 2.58% -522 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 33,496 $6.25M 0.85% +9,262 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 33,488 $6.25M 1.2% +294 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 33,449 $6.24M 3.25% -6,516 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 33,418 $6.23M 1.95% -710 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 33,354 $6.22M 4.19% 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 33,325 $6.22M 0.57% +51 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 33,321 $6.21M 2.96% 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 33,281 $6.21M 0.86% +3,587 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 33,278 $6.21M 1.18% +7,251 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 33,255 $6.2M 5.06% 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 33,241 $6.2M 3.44% -460 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 33,232 $6.2M 1.05% -25,297 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 33,225 $6.2M 0.89% +1,306 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 33,224 $6.2M 1.38% +11,064 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 33,078 $6.19M 0.59% +951 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 33,208 $6.19M 1.66% +586 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 33,190 $6.19M 1.07% -142 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 33,166 $6.19M 4.61% +3,098 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 33,146 $6.18M 5.54% +1,040 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 33,077 $6.17M 1.63% -1,056 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 33,017 $6.16M 1.48% +14,812 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 32,971 $6.15M 2.8% -7,341 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 32,954 $6.15M 1.7% -215 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 32,931 $6.14M 1.31% +4,201 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 32,909 $6.14M 1.26% +457 13F-HR Timeline AI-Squared Management Ltd More: the full row for AI-Squared Management Ltd 32,900 $6.14M 7.12% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 32,854 $6.13M 0.33% -785 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 32,809 $6.12M 1.09% -2,025 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 32,783 $6.11M 2.4% -3,691 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 32,764 $6.11M 1.82% +13,003 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 32,733 $6.1M 3.81% 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 32,614 $6.08M 1.57% -1,195 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 32,571 $6.07M 3.25% +1,192 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 32,562 $6.07M 0.11% +768 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 32,549 $6.07M 1.17% +81 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 32,531 $6.07M 4.15% -782 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 32,519 $6.06M 1.36% +19 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 32,470 $6.06M 1.97% -603 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 32,451 $6.05M 3.63% +1,445 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 32,440 $6.05M 0.28% -9,100 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 32,423 $6.05M 0.92% -716 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 32,404 $6.04M 1.65% -1,574 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 32,288 $6.02M 3.44% 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 32,142 $5.99M 0.59% -2,838 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 32,115 $5.99M 1.02% -245 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 32,109 $5.99M 3.64% 13F-HR Timeline Grand Alliance Asset Management Ltd More: the full row for Grand Alliance Asset Management Ltd 32,100 $5.99M 4.36% -10,100 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 32,082 $5.98M 2.5% +35 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 32,070 $5.98M 0.62% +400 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 32,038 $5.98M 1.31% 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 31,243 $5.97M 2.67% +1,060 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 32,003 $5.97M 2.88% +884 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 31,967 $5.96M 1.25% +3,824 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 31,967 $5.96M 0.57% +7,789 13F-HR/A Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 31,960 $5.96M 0.45% +3,243 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 31,884 $5.96M 1.02% +2,078 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 31,834 $5.94M 2.4% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 31,789 $5.93M 1.76% -813 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 31,787 $5.93M 5.31% 13F-HR Timeline PEREGRINE INVESTMENT MANAGEMENT INC More: the full row for PEREGRINE INVESTMENT MANAGEMENT INC 31,780 $5.93M 3.68% +8,780 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 31,689 $5.91M 1.61% -160 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 31,679 $5.91M 1.56% 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 31,653 $5.9M 4.7% +40 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 30,818 $5.9M 0.92% +30,795 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 31,510 $5.88M 4.26% -543 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 31,478 $5.87M 0.96% +2,552 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 31,477 $5.87M 1.15% +1,168 13F-HR Timeline Castellan Group More: the full row for Castellan Group 31,477 $5.87M 0.74% new 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 31,470 $5.87M 0.37% -3,870 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 31,433 $5.86M 0.47% +10,666 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 31,422 $5.86M 0.98% +239 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 31,373 $5.85M 4.41% +799 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 31,356 $5.85M 1.33% +1,400 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 31,343 $5.85M 2.92% -566 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 31,339 $5.84M 2.49% +1,574 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 31,337 $5.84M 2.37% +2,876 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 30,934 $5.84M 0.91% 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 31,284 $5.83M 1.74% -565 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 32,314 $5.83M 2.03% 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 31,205 $5.82M 1.35% -3,031 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 31,183 $5.82M 1.08% -7,623 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 28,676 $5.81M 0.6% +40 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 30,980 $5.78M 0.75% -1,740 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 30,946 $5.77M 1.32% -700 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 30,931 $5.77M 0.81% +1,994 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30,920 $5.77M 0.48% +3,215 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 30,910 $5.76M 0.52% +1,113 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 30,898 $5.76M 5.52% 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 30,886 $5.76M 3.53% -152 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 30,876 $5.76M 2.44% +1,305 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 30,767 $5.74M 0.77% -2,273 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 30,750 $5.73M 0.11% -5,108 13F-HR Timeline Group Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 30,742 $5.73M 5.36% 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 30,711 $5.73M 4.29% 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 30,698 $5.73M 1.08% +3,322 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 30,691 $5.72M 0.65% -966 13F-HR Timeline Castle Hook Partners LP More: the full row for Castle Hook Partners LP 30,686 $5.72M 0.08% +11,506 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 30,650 $5.72M 0.04% -48 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 30,648 $5.72M 1.46% +637 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 30,616 $5.71M 2.86% -1,080 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 30,609 $5.71M 0.06% +9,719 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 30,573 $5.7M 0.64% -1,607 13F-HR Timeline