Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 19,483 $2.62M 0.47% -2,694 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 19,475 $2.62M 0.77% +935 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 19,444 $2.61M 1.45% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 19,440 $2.61M 0.4% -105 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 19,435 $2.61M 1.99% -302 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 19,434 $2.61M 1.08% -265 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 19,407 $2.61M 0.79% +34 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 19,403 $2.61M 0.25% +1,765 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 19,395 $2.6M 0.78% +1,420 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 19,382 $2.6M 0.15% -10 13F-HR Timeline Group DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 19,324 $2.6M 0.52% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 19,320 $2.59M 0.37% -1,590 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 19,271 $2.59M 1.26% -4,285 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 19,268 $2.59M 1.12% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 19,235 $2.58M 0.91% +290 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 19,195 $2.58M 0.39% +1,386 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 19,182 $2.58M 1.18% -1,358 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 19,172 $2.57M 1.91% +69 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 19,168 $2.57M 0.66% -7 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 19,164 $2.57M 0.66% -5,091 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 21,705 $2.57M 0.63% +12,676 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 19,135 $2.57M 0.86% -269 13F-HR/A Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 19,126 $2.57M 1.14% +490 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 19,253 $2.57M 2.58% -99 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 19,068 $2.56M 0.84% +30 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 19,062 $2.56M 0.15% -995 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 19,061 $2.56M 1.32% +1 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 19,004 $2.55M 0.47% +4,684 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 19,000 $2.55M 1.43% +18,950 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 19,000 $2.55M 1.69% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 18,999 $2.55M 1.6% -2,221 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 18,996 $2.55M 0.71% +176 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 18,993 $2.55M 0.87% +411 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 18,978 $2.55M 0.27% +5,163 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 18,892 $2.54M 0.85% +721 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 18,889 $2.54M 1.13% +157 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 18,879 $2.54M 2.63% 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 18,845 $2.53M 1.5% -764 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 18,844 $2.53M 1.06% +2,625 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 18,830 $2.53M 0.24% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 18,808 $2.53M 0.75% +1,193 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 18,801 $2.52M 0.81% -135 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 18,757 $2.52M 0.11% +256 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 18,728 $2.52M 1.87% -766 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 18,356 $2.5M 1.78% +69 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 18,618 $2.5M 2.22% -504 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 18,604 $2.5M 1.87% +2,676 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 18,596 $2.5M 1.59% +794 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 18,584 $2.5M 0.98% +1,935 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 18,578 $2.49M 2.48% 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 18,560 $2.49M 1.59% 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 18,553 $2.49M 0.95% -1,237 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 18,529 $2.49M 0.99% -390 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 18,525 $2.49M 0.7% +320 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 18,498 $2.48M 0.19% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 18,492 $2.48M 0.5% +3,852 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 18,490 $2.48M 0.55% +220 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 18,483 $2.48M 0.32% +634 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 18,469 $2.48M 1.39% +583 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 18,449 $2.48M 0.34% +1,177 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 18,446 $2.48M 1.13% -96 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 18,413 $2.47M 1.04% +2,297 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 18,407 $2.47M 0.62% -63 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 18,354 $2.46M 0.94% 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 18,335 $2.46M 1.8% 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 18,332 $2.46M 0.96% -347 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 18,272 $2.45M 1.14% +1,848 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 18,241 $2.45M 2.03% -3,689 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 18,223 $2.45M 1.94% 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 18,220 $2.45M 2.24% 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 18,210 $2.45M 2.13% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 18,196 $2.44M 1.36% 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 18,181 $2.44M 1.43% +2,560 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 18,152 $2.44M 0.33% +659 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 18,148 $2.44M 0.67% +622 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 18,135 $2.44M 2.87% +405 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 18,124 $2.43M 2.03% -108 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 18,123 $2.43M 0.39% +2,583 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 18,121 $2.43M 1.84% 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 18,088 $2.43M 3.58% 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 18,048 $2.42M 0.37% -12,873 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 18,047 $2.42M 0.21% -383 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 18,045 $2.42M 2.09% -424 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 18,038 $2.42M 0.89% -38 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 18,015 $2.42M 0.76% -2,285 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 18,000 $2.42M 0.21% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 17,992 $2.42M 0.77% +356 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 17,967 $2.41M 2.19% -268 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 17,961 $2.41M 1.04% 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 17,954 $2.41M 0.75% -289 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 17,950 $2.41M 0.96% +319 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 17,930 $2.41M <0.01% +1,200 13F-HR Timeline Group SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 17,895 $2.4M 1.32% -547 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 18,477 $2.4M 2.64% 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 17,861 $2.4M 2.45% 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 17,840 $2.4M 1% -1,554 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 17,840 $2.4M 0.98% 0 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 17,840 $2.4M 2.56% 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 17,827 $2.39M 1.06% +56 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 17,807 $2.39M 1.13% +865 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 17,804 $2.39M 1.17% -14 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 17,795 $2.39M 0.96% +3,310 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 19,317 $2.39M 1.27% -351 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 17,782 $2.39M 0.62% -19 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 16,232 $2.39M 0.91% +513 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 17,776 $2.39M 1.12% -1,460 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 17,756 $2.38M 1.9% -653 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 17,729 $2.38M 1.22% -352 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 17,700 $2.38M 0.73% +101 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 17,698 $2.38M 0.23% +615 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 17,636 $2.37M 0.35% -11,763 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 17,625 $2.37M 0.19% -412 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 17,607 $2.36M 1.21% -950 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 17,605 $2.36M 2.11% 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 17,593 $2.36M 0.49% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 17,585 $2.36M 0.24% +223 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 17,564 $2.36M 0.65% -372 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 17,541 $2.36M 0.89% +1,314 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 17,514 $2.35M 1.08% +600 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 17,510 $2.35M 1.61% +60 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 17,482 $2.35M 0.25% -370 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 17,460 $2.34M 0.75% +2,039 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 17,451 $2.34M 0.94% +158 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 17,442 $2.34M 1.65% +586 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 17,435 $2.34M 1.38% 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 17,418 $2.34M 0.79% -200 13F-HR Timeline SPHERA FUNDS MANAGEMENT LTD. group of 2 filers holding More: the full row for SPHERA FUNDS MANAGEMENT LTD. 17,400 $2.34M -6,955 Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 17,365 $2.33M 0.29% +140 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 17,359 $2.33M 1.15% +2,232 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 17,349 $2.33M 0.48% +1,248 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 17,329 $2.33M 1.12% -101 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 17,288 $2.32M 1.33% +45 13F-HR Timeline CLG LLC More: the full row for CLG LLC 17,288 $2.32M 0.83% 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 17,266 $2.32M 2.37% 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 17,243 $2.32M 0.17% -426 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 17,238 $2.31M 1.82% -94 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 17,227 $2.31M 1.14% -148 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 17,220 $2.31M 0.37% +10,440 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 17,185 $2.31M 2.2% 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 17,183 $2.31M 0.34% -45 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 17,176 $2.31M 0.86% -27,325 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 17,160 $2.3M 1.18% -401 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 17,071 $2.29M 0.13% -111 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 17,007 $2.28M 0.35% 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 17,000 $2.28M 2.36% +6,900 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 16,976 $2.28M 0.27% -527 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 16,971 $2.28M 0.18% +2,161 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 16,964 $2.28M 1.38% -14,028 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 16,878 $2.28M 0.38% +991 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 16,942 $2.28M 1.43% -487 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 16,221 $2.27M 0.89% -555 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 16,920 $2.27M 2.02% 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 16,871 $2.27M 0.41% -133 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 16,843 $2.26M 0.95% -129 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 16,837 $2.26M 1.73% -1,172 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 16,832 $2.26M 0.91% +223 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 16,829 $2.26M 1.69% 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 16,770 $2.25M 0.23% -1,000 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 16,272 $2.25M 0.67% -32 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 16,738 $2.25M 1.13% +311 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 16,720 $2.25M 1.68% -1,430 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 16,694 $2.24M 0.48% -926 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 16,635 $2.23M 0.52% +610 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 18,588 $2.23M 1.01% 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 16,587 $2.23M 1.78% 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 16,564 $2.22M 1.31% -7,220 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 16,561 $2.22M 0.42% +1,397 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 16,552 $2.22M 1.24% +5,320 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 16,481 $2.21M 1.11% -288 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 16,430 $2.21M 1.01% -377 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 16,412 $2.2M 2.57% 0 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 16,396 $2.2M 1.82% 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 16,369 $2.2M 1.94% 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 16,343 $2.19M 0.56% -1,572 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 16,329 $2.19M 1.2% -264 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 16,299 $2.19M 0.46% -628 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 16,262 $2.18M 0.68% +25 13F-HR Timeline Corvex Management LP More: the full row for Corvex Management LP 16,250 $2.18M 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 16,200 $2.18M 0.79% -117 13F-HR Timeline Group BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 16,190 $2.17M 0.83% 0 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 16,184 $2.17M 2.08% -383 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 16,152 $2.17M 2.65% 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 16,072 $2.16M 0.83% -1,074 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 16,065 $2.16M 2.29% -71 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 16,050 $2.16M 2.18% +13,857 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 16,046 $2.15M 1.12% +76 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 16,028 $2.15M 1.25% +1,430 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 16,019 $2.15M 0.02% -9,163 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 16,001 $2.15M 1.13% +13,466 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 15,952 $2.14M 1.85% 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 15,950 $2.14M 0.49% +4,910 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 15,947 $2.14M 0.15% +700 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 15,877 $2.13M 0.44% +868 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 15,875 $2.13M 1.32% -1,498 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 15,810 $2.12M 0.23% +650 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 15,799 $2.12M 1.92% 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 15,805 $2.12M 1.14% +2,728 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 15,403 $2.12M 0.44% +1,789 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 15,767 $2.12M 2.25% 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 15,750 $2.12M 0.52% -139 13F-HR Timeline