Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 20,814 $3.29M 1.63% +312 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 20,789 $3.28M 1.44% -1,456 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 20,771 $3.28M 1.46% +8,981 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 18,442 $3.28M 0.58% -660 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 20,760 $3.28M 1.82% +189 13F-HR/A Timeline Marion Wealth Management More: the full row for Marion Wealth Management 20,756 $3.28M 0.82% -2,958 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 20,755 $3.28M 2.99% +4,981 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 20,744 $3.28M 0.99% -870 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 20,721 $3.27M 2.1% +1,325 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 20,720 $3.27M 0.49% +2,778 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 20,710 $3.27M 0.04% -1,350 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 20,676 $3.27M 2.03% +970 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 49,098 $3.27M 0.64% +37,283 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 20,654 $3.26M 1.85% +1,199 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 20,595 $3.25M 0.62% -8,731 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 20,589 $3.25M 0.46% -29,291 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 19,722 $3.25M 1.16% +942 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 20,562 $3.25M 0.18% -111 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 20,556 $3.25M 1.45% +6,009 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 20,551 $3.25M 2.49% +8,458 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 20,545 $3.25M 1.21% -355 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 20,533 $3.24M 1.54% +1,184 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 20,510 $3.24M 2.2% +101 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 20,470 $3.23M 1.7% 0 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 20,434 $3.23M 0.99% -55 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 20,372 $3.22M 1.07% -50 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 20,318 $3.21M 1.23% -1,237 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 20,310 $3.21M 3.19% 0 13F-HR Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 20,305 $3.21M 0.56% +125 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 18,788 $3.21M 2.85% +2,517 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 20,299 $3.21M 0.56% +5 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 18,714 $3.2M 1.61% +2,891 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 20,221 $3.19M 1.24% +3,037 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 20,219 $3.19M 0.25% -6,104 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 19,947 $3.19M 1.48% -3,593 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 20,199 $3.19M 1.42% -11 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 20,192 $3.19M 0.67% +1,685 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 20,210 $3.19M 2.85% -1 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 17,433 $3.19M 1.5% +296 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 20,156 $3.18M 1.58% +9,226 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 20,133 $3.18M 0.75% +14,978 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 20,130 $3.18M 8.89% -7,500 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 20,123 $3.18M 0.83% -189 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 20,115 $3.18M 1.73% -429 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 20,111 $3.18M 2.65% +1,021 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 20,104 $3.18M 1.42% -34 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 20,079 $3.17M 3.3% +311 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 20,065 $3.17M 1.69% -3,898 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 18,055 $3.17M 1.88% +10,309 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 20,028 $3.16M 0.69% +648 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 20,024 $3.16M 1.32% +882 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 20,019 $3.16M 1.38% +6,032 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 20,000 $3.16M 5.16% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 19,999 $3.16M 0.79% -85 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 19,988 $3.16M 1.84% -19,459 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 19,956 $3.15M 2.88% +1,330 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 19,923 $3.15M 0.22% -12,504 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 19,923 $3.15M 2.59% -10 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 19,911 $3.15M 1.09% +1,377 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 19,911 $3.15M 0.42% +6,903 13F-HR Timeline QVR LLC More: the full row for QVR LLC 19,905 $3.14M 3.17% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 19,895 $3.14M 2.29% +2,069 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 19,894 $3.14M 3.01% +76 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 19,881 $3.14M 1.01% +338 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 19,875 $3.14M 0.67% -3,387 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 19,871 $3.14M 3.28% +2,823 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 19,850 $3.14M 9.67% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 19,776 $3.12M 3.13% -240 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 19,724 $3.12M 0.69% -1,182 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 19,713 $3.11M 1.71% +1,245 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 19,708 $3.11M 1.6% +247 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 19,707 $3.11M 0.9% +443 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 19,694 $3.11M 3.58% -548 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 19,692 $3.11M 1.07% -400 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 19,650 $3.1M 1.38% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 19,643 $3.1M 0.83% -10,608 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 19,620 $3.1M 1.15% +5,951 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 19,605 $3.1M 0.84% +3,329 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 19,579 $3.09M 0.07% -2,447 13F-HR Timeline TOBAM More: the full row for TOBAM 19,575 $3.09M 1.21% -14,219 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 19,550 $3.09M 1.8% +336 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 19,522 $3.08M 1.17% +489 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 18,692 $3.08M 1.13% -2,123 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 19,461 $3.07M 1.57% +804 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 19,449 $3.07M 1.48% +226 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 19,432 $3.07M 3.19% +632 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 19,422 $3.07M 0.84% +362 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 19,375 $3.06M 1.15% +2,305 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 17,754 $3.06M 1.22% +20 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 19,364 $3.06M 0.73% -991 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 19,343 $3.06M 0.28% +4,009 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 19,320 $3.05M 0.86% +102 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 19,292 $3.05M 4.93% +14,651 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 19,246 $3.04M 1.47% 0 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 16,812 $3.04M 2.02% new 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 19,222 $3.04M 1.81% -1,076 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 19,221 $3.04M 0.88% +3,235 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 19,215 $3.03M 0.04% +1,275 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 19,192 $3.03M 1.02% -2,114 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 19,188 $3.03M 0.92% -403 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 19,174 $3.03M 0.39% +1,713 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 19,166 $3.03M 0.82% +1 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 19,161 $3.03M 1.3% -760 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 19,147 $3.03M 1.21% 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 19,109 $3.02M 1.55% +13,386 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 19,107 $3.02M 1.52% +1,344 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 19,105 $3.02M 2.15% -1,860 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 19,086 $3.02M 0.14% +1,438 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 18,845 $3.02M 1.47% +3,446 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 19,390 $3.01M 6.45% +8,000 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 19,022 $3.01M 2.16% +1,275 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 19,005 $3M 0.74% +1,677 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EMC Capital Management More: the full row for EMC Capital Management 19,000 $3M 1.62% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 27,627 $2.99M 1.4% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 18,943 $2.99M 1.12% +9,117 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 18,941 $2.99M 1.13% +1,174 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 18,914 $2.99M 0.77% +615 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 18,897 $2.99M 2.65% +281 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 18,884 $2.98M 1.8% +2,065 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 18,836 $2.98M 0.58% +2,740 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 18,830 $2.97M 0.89% +1,505 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 18,829 $2.97M 0.66% -1,393 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 18,785 $2.97M 0.46% -505 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 18,780 $2.97M 0.86% +908 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 18,777 $2.97M 1.79% +1,586 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 18,766 $2.96M 1.41% -13 13F-HR Timeline CLG LLC More: the full row for CLG LLC 18,762 $2.96M 0.92% +162 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 18,755 $2.96M 0.28% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 18,740 $2.96M 1.01% +970 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 18,736 $2.96M 0.47% +228 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 18,694 $2.95M 4.51% -8,565 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 18,690 $2.95M 0.31% +2,655 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 18,689 $2.95M 0.32% +6,520 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 18,676 $2.95M 1.45% -146,571 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 18,663 $2.95M 0.26% -505 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 18,635 $2.94M 0.42% -534 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 16,493 $2.93M 1.35% +42 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 18,551 $2.93M 2.43% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 18,525 $2.93M 0.89% +3,192 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 18,508 $2.92M 2.44% 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 18,504 $2.92M 0.23% +621 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 18,486 $2.92M 1.1% +937 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 18,480 $2.92M 0.64% -1,809 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 18,462 $2.92M 1.97% +1 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 18,390 $2.91M 1.84% -1,244 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 18,363 $2.9M 0.45% -1,952 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 18,334 $2.9M 2.29% +1,648 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 18,308 $2.89M 0.46% +11,936 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 18,300 $2.89M 3.33% -10 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 18,291 $2.89M 1.29% +136 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 18,288 $2.89M 0.36% -533 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 16,627 $2.88M 1.09% +7,395 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 18,250 $2.88M 1.27% -3,750 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 18,249 $2.88M 1.42% +296 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 18,233 $2.88M 0.46% +4,243 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 21,401 $2.87M 1.97% -1,701 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 18,176 $2.87M 0.43% -7,167 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 18,172 $2.87M 0.89% -1,041 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 17,409 $2.87M 0.99% +393 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 18,170 $2.87M 1.64% +1,325 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 18,156 $2.87M 0.62% +6,326 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 18,141 $2.87M 2.79% new 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 18,133 $2.86M 1.01% +375 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 18,107 $2.86M 2.02% +4,238 13F-HR/A Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 18,101 $2.86M 2.1% -10 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 18,024 $2.85M 0.52% +2,159 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 18,006 $2.84M 1.12% -4,698 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 18,000 $2.84M 0.01% -3,706 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 17,995 $2.84M 0.55% -283 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 17,985 $2.84M 1.41% +14,515 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 17,976 $2.84M 2.49% -4,491 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 17,947 $2.84M 2.82% +9,924 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 17,936 $2.83M 1.1% +4,343 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 17,920 $2.83M 0.46% +936 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 17,910 $2.83M 1.88% +200 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 26,026 $2.82M 0.79% 0 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 17,840 $2.82M 1.22% 0 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 17,840 $2.82M 1.09% -241 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 17,826 $2.82M 1.61% +360 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 17,822 $2.82M 2.4% 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 17,804 $2.81M 1.25% +549 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 17,781 $2.81M 0.93% -6,267 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 17,763 $2.81M 0.32% +6,796 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 17,761 $2.81M 1.89% -965 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 17,747 $2.8M 0.18% +1,646 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 17,710 $2.8M 1.65% -4,780 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 17,685 $2.79M 2.08% +1,289 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 17,670 $2.79M 0.95% -3,995 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 17,644 $2.79M 1.35% +658 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 17,622 $2.78M 0.16% -1,505 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 17,616 $2.78M 0.57% -49,858 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 17,465 $2.76M 1.07% +850 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 17,433 $2.75M 2.24% +212 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 17,418 $2.75M 1.06% -3,417 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 17,417 $2.75M 1.02% -1,568 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 17,415 $2.75M 0.33% +3,641 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 17,415 $2.75M 0.35% -681 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 17,384 $2.75M 0.74% +1,129 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 17,366 $2.74M 1.08% -232 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 17,354 $2.74M 0.38% -1,743 13F-HR Timeline