Avondale Wealth Management More: the full row for Avondale Wealth Management 19,930 $2.16M 1.36% -450 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 19,921 $2.16M 0.97% +739 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 19,888 $2.16M 0.55% +7,608 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 19,850 $2.15M 7.4% +18,150 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 19,830 $2.15M 1.19% -732 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 19,818 $2.15M 2.13% -556 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 19,798 $2.15M 1.3% +14,879 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 19,794 $2.15M 0.26% -774 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 19,788 $2.14M 0.72% +2,328 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 19,768 $2.14M 2.37% +2,502 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 19,706 $2.14M 1.54% +3,119 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 19,693 $2.13M 0.79% +1,140 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 19,650 $2.13M 1.02% -2,000 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 19,634 $2.13M 1.55% +1,411 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 19,616 $2.13M 0.79% +5,588 13F-HR Timeline Group ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 19,591 $2.12M 0.68% +5,091 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 19,554 $2.12M 1.22% -4,944 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 19,543 $2.12M 0.73% -961 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 19,472 $2.11M 0.75% -4,528 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 19,461 $2.11M 1.19% -145 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 19,455 $2.11M 1.33% +456 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 19,453 $2.11M 0.73% +2,035 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 19,400 $2.1M 1.11% +9,201 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 19,396 $2.1M 1.55% +1,954 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 19,391 $2.1M 0.42% -1,963 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 19,380 $2.1M 0.49% +2,745 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 19,349 $2.1M 1.18% +1,573 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 19,290 $2.09M 0.34% -150 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 19,266 $2.09M 1.01% +12,940 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 19,264 $2.09M 0.66% +271 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 19,246 $2.09M 1.12% +185 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 19,240 $2.09M 0.56% -2,046 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 19,223 $2.08M 1.14% +754 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 19,218 $2.08M 0.64% +1,226 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 19,214 $2.08M 1.31% +618 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 19,213 $2.08M 0.73% +1,373 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 19,169 $2.08M 0.32% -8,275 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 19,168 $2.08M 0.2% +5,162 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 19,165 $2.08M 0.55% -3 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 19,000 $2.08M 1.25% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 19,142 $2.07M 0.96% +1,915 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 19,127 $2.07M 0.12% -255 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 17,648 $2.07M 0.1% -2,064 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 19,097 $2.07M 0.32% -3,677 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 19,090 $2.07M 1.9% +1,905 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 19,060 $2.07M 0.62% -680 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 19,055 $2.07M 1.16% +874 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 19,052 $2.06M 1.04% +3,432 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 19,045 $2.06M 0.61% -23 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 18,468 $2.06M 1.47% -2,558 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 19,033 $2.06M 1.02% +2,295 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 18,985 $2.06M 0.86% -449 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 18,983 $2.06M 0.61% +175 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 17,995 $2.06M 1.51% -361 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 18,965 $2.06M 0.58% -31 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 18,959 $2.05M 0.15% +1,716 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 18,953 $2.05M 0.18% -12,677 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 18,905 $2.05M 1.09% +709 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 18,821 $2.04M 0.27% +1,456 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 18,808 $2.04M 0.92% +220 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 18,800 $2.04M 2.19% +3,206 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 18,779 $2.04M 1.13% -2,453 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 19,102 $2.03M 0.41% +3,699 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 18,755 $2.03M 0.2% -75 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 18,726 $2.03M 1.5% -2 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 18,712 $2.03M 0.17% +3,420 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 18,678 $2.02M 0.83% +346 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 18,668 $2.02M 0.92% +2,187 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 18,657 $2.02M 0.71% +619 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 18,626 $2.02M 2.24% -1,750 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 18,624 $2.02M 0.24% -696 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 18,622 $2.02M 0.23% -1,882 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 18,616 $2.02M 2.03% +755 13F-HR Timeline CLG LLC More: the full row for CLG LLC 18,600 $2.02M 0.7% +1,312 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 18,534 $2.01M 0.79% +584 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 18,515 $2.01M 1.64% +274 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 18,508 $2.01M 1.74% +463 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 18,508 $2.01M 0.35% -496 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 18,507 $2.01M 0.44% +17 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 18,492 $2M 0.64% -309 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 18,461 $2M 1.45% +340 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 18,441 $2M 1.79% +836 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 18,431 $2M 0.5% +6,920 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 18,310 $1.98M 2.36% +175 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 18,299 $1.98M 0.56% +151 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 18,278 $1.98M 0.4% +1,584 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 18,155 $1.97M 0.96% +826 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 18,132 $1.97M 1.62% +376 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 18,111 $1.96M 1.61% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 18,106 $1.96M 1.31% +1,164 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 18,096 $1.96M 0.27% +12,771 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 18,081 $1.96M 0.84% +120 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 18,079 $1.96M 0.2% +494 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 18,045 $1.96M 1.4% +3,000 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 17,940 $1.95M 0.03% -2,314 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 17,959 $1.95M 1.14% +2,696 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 17,953 $1.95M 0.63% -14,223 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 17,942 $1.94M 0.31% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 17,938 $1.94M 2.01% +2,171 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 17,501 $1.94M 0.84% +5,949 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 17,921 $1.94M 1.55% new 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 17,883 $1.94M 0.16% +258 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 17,873 $1.94M 0.48% +91 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 17,872 $1.94M 0.6% -82 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 17,865 $1.94M 0.41% +5,965 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 17,840 $1.93M 1.22% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 17,829 $1.93M 0.39% -9,358 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 17,826 $1.93M 1.74% +4,871 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 17,825 $1.93M 0.85% +18 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 17,816 $1.93M 1.85% -4,144 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 17,786 $1.93M 1.57% -338 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 17,784 $1.93M 0.32% +906 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 17,770 $1.93M 0.73% +938 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 17,767 $1.93M 0.83% -1,122 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 17,763 $1.93M 1.1% -132 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 17,758 $1.92M 0.66% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 17,747 $1.92M 1.75% +1,378 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 17,734 $1.92M 0.87% -712 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 17,710 $1.92M 1.32% +200 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 17,682 $1.92M 0.14% +2,767 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 17,679 $1.92M 0.65% +14,098 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 18,878 $1.92M 0.25% -1,427 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 17,675 $1.92M 0.57% -738 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 17,640 $1.91M 0.92% -3,569 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 17,598 $1.91M 0.74% -197 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 17,551 $1.9M 0.34% -11,119 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 17,549 $1.9M 0.75% -980 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 17,494 $1.9M 2.04% -26,788 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 17,480 $1.9M 0.69% -61 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 17,466 $1.89M 1.13% +31 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 17,461 $1.89M 0.26% +3,668 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 17,400 $1.89M 0.36% +839 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 17,391 $1.88M 0.6% +14,244 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 17,336 $1.88M 1.85% -631 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 17,328 $1.88M 0.48% +985 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 17,325 $1.88M 0.57% +2,107 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 17,319 $1.88M 0.9% -14,844 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 17,300 $1.87M 1.24% -1,700 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 17,255 $1.87M 0.93% -549 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 17,221 $1.87M 1.48% +4,120 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 17,191 $1.86M 1.29% +3,974 13F-HR/A Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 17,184 $1.86M 0.92% +1,864 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 17,159 $1.86M 1.08% +3,525 13F-HR/A Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 17,137 $1.86M 1.07% -3,298 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 17,105 $1.85M 0.26% -531 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 17,070 $1.85M 0.74% +2,000 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 17,057 $1.85M 0.54% +1,352 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 17,048 $1.85M 2.09% +11,152 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 17,033 $1.85M 0.32% -8,658 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 17,017 $1.84M 0.99% +1,709 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 17,017 $1.84M 1.13% -8,594 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 17,000 $1.84M 1% -17,000 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 16,999 $1.84M 0.13% -7,955 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 16,986 $1.84M 0.92% +3,209 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 16,984 $1.84M 0.33% +8,804 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 16,957 $1.84M 0.2% -525 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 16,921 $1.83M 0.9% -438 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 16,890 $1.83M 0.11% -181 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 16,874 $1.83M 0.27% -309 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 16,845 $1.83M 1.2% +4,206 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 16,843 $1.83M 0.7% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 16,819 $1.82M 1.23% +791 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 16,810 $1.82M 1.13% +1,781 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 16,792 $1.82M 1.32% -37 13F-HR/A Timeline ANB BANK More: the full row for ANB BANK 16,783 $1.82M 0.81% +1,310 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 16,775 $1.82M 0.63% +5,703 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 16,752 $1.82M 1.52% +1,233 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 16,715 $1.81M 0.91% -892 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 16,701 $1.81M 1.94% -2,178 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 18,780 $1.81M 0.79% 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 16,686 $1.81M 1.63% -5,794 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 16,683 $1.81M 0.9% -477 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 16,642 $1.8M 0.72% -534 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 16,280 $1.8M 0.41% +1,809 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 16,615 $1.8M 0.77% +425 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 16,562 $1.8M 1.42% +610 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 16,557 $1.79M 1.58% -363 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 16,271 $1.79M 1.82% -1,569 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 16,530 $1.79M 0.67% -921 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 16,451 $1.78M 0.87% +877 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 16,442 $1.78M 1.85% +1,493 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 16,425 $1.78M 0.5% +4,748 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 16,396 $1.78M 1.49% 0 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 16,339 $1.77M 0.44% +2,495 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 16,307 $1.77M 0.56% +2,037 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 16,276 $1.76M 0.58% +14 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 16,255 $1.76M 0.52% -17 13F-HR Timeline Corvex Management LP More: the full row for Corvex Management LP 16,250 $1.76M 0.07% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 16,245 $1.76M 1.13% -719 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 16,244 $1.76M 0.51% -1,320 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 15,823 $1.76M 1.08% +13,713 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 16,180 $1.75M 0.42% +430 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 16,172 $1.75M 1.79% -12 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 16,170 $1.75M 0.29% +4,686 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 16,140 $1.75M 0.37% +730 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16,101 $1.74M 0.12% +154 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 16,096 $1.74M 0.35% +3,463 13F-HR/A Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 16,080 $1.74M 0.6% +787 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 16,049 $1.74M 1.01% -4,692 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 16,047 $1.74M 0.76% -383 13F-HR Timeline