EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 21,274 $3.97M 0.45% +218 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 21,200 $3.95M 1.06% +12,600 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 21,196 $3.95M 2.13% -2,529 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 21,196 $3.95M 3.02% +891 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 21,189 $3.95M 1.53% -55 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 21,187 $3.95M 0.78% -791 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 21,183 $3.95M 0.51% +1 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 21,151 $3.94M 1.66% -951 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 21,128 $3.94M 0.83% 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 21,122 $3.94M 1.56% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 21,109 $3.94M 3.77% +8,376 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 21,048 $3.93M 1.1% -1,736 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 21,047 $3.93M 0.15% -1,284 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 20,979 $3.92M 0.47% +376 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 21,036 $3.92M 2.69% -1,748 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 21,035 $3.92M 0.76% +880 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 20,991 $3.91M 1.55% -359 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 20,981 $3.91M 2.27% +60 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 20,965 $3.91M 3.38% -26 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 20,945 $3.91M 2.47% -1,143 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 20,916 $3.9M 1.69% -253 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 20,912 $3.9M 0.71% +80 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 20,902 $3.9M 2.14% +1,079 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 20,876 $3.89M 0.26% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 20,853 $3.89M 1.79% +384 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 20,839 $3.89M 0.55% +3,516 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 20,828 $3.88M 3.3% +489 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 20,733 $3.87M 0.51% -300 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 20,730 $3.87M 2.44% -1,250 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 20,706 $3.86M 2.81% +428 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 20,683 $3.86M 2.63% -693 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 20,663 $3.85M 2.39% -222 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 20,610 $3.84M 0.54% +632 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 20,593 $3.84M 1.07% -440 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 20,566 $3.84M 2.53% 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 20,426 $3.83M 0.85% +283 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 20,514 $3.83M 2.98% -288 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 20,524 $3.83M 1.98% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 21,953 $3.82M 2.2% -127,495 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 20,486 $3.82M 2.53% +598 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 20,482 $3.82M 0.18% -35 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 20,470 $3.82M 1.93% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20,447 $3.81M 0.89% +3,704 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 20,444 $3.81M 1.16% +1 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 20,441 $3.81M 3.74% 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 20,430 $3.81M 1.85% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 20,391 $3.8M 0.85% +35 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 20,364 $3.8M 1.06% +82 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 20,332 $3.79M 0.65% +767 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 20,239 $3.77M 1.12% +153 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 20,226 $3.77M 2.58% -3,156 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 20,211 $3.77M 1.84% +346 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 20,210 $3.77M 0.72% -7 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 20,182 $3.76M 0.85% +4,242 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 20,178 $3.76M 3.52% -490 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 20,141 $3.76M 1.11% +3,693 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 20,120 $3.75M 3.25% +866 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 20,095 $3.75M 1.5% +609 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 20,083 $3.75M 2.08% 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 20,082 $3.75M 0.99% +4,125 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 20,081 $3.75M 1.06% +122 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 20,074 $3.74M 1.08% -36 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 20,066 $3.74M 2.43% +1,202 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 20,059 $3.74M 1.51% +253 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 20,021 $3.73M 1.29% -18,847 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 20,012 $3.73M 1.17% -251 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 20,010 $3.73M 0.07% -8,190 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 20,006 $3.73M 0.92% -1,902 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 20,000 $3.73M 1.05% new 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 20,000 $3.73M 2.95% 13F-HR Timeline General Pension Society PZU Joint Stock… More: the full row for General Pension Society PZU Joint Stock Co 20,000 $3.73M 0.75% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 19,974 $3.73M 0.23% +386 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 19,923 $3.72M 0.25% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 19,905 $3.71M 0.47% +1,970 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 19,904 $3.71M 1.26% +425 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 19,887 $3.71M 1.73% -1,715 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 19,876 $3.71M 1.71% 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 19,850 $3.7M 10.4% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 19,840 $3.7M 1.68% +59 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 20,007 $3.7M 0.89% +140 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 19,828 $3.7M 0.12% +667 13F-HR Timeline Group Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 19,817 $3.7M 1.88% +37 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 19,813 $3.7M 1.9% +38 13F-HR Timeline Richard Young Associates, Ltd. More: the full row for Richard Young Associates, Ltd. 19,805 $3.69M 2.88% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 19,789 $3.69M 1.23% -548 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 19,761 $3.69M 2.27% -6,815 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 19,757 $3.68M 1.05% -58 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 19,748 $3.68M 1.2% +1,686 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 19,737 $3.68M 0.9% +1,070 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 21,298 $3.68M 4.98% +334 13F-HR/A Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 19,702 $3.67M 3.46% 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 19,701 $3.67M 1.09% -54 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 19,664 $3.67M 1.82% -471 13F-HR Timeline Steamboat Capital Partners, LLC More: the full row for Steamboat Capital Partners, LLC 19,644 $3.66M 1.01% new 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 19,642 $3.66M 0.91% +17,800 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 19,629 $3.66M 0.68% +6,875 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 19,556 $3.65M 1.87% 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 19,552 $3.65M 1.29% -14,758 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 19,513 $3.64M 1.79% -431 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 19,487 $3.63M 3.48% 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 19,458 $3.63M 0.46% -2,020 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 19,449 $3.63M 0.01% +7,414 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 19,446 $3.63M 2.12% 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 19,410 $3.62M 1.79% -200 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 19,408 $3.62M 0.69% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 19,401 $3.62M 1.02% +78 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 19,400 $3.62M 5.31% -600 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 18,983 $3.61M 1.06% -960 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 19,321 $3.6M 1.4% -538 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 19,317 $3.6M 0.24% -59,262 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 19,313 $3.6M 0.9% -1,214 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 19,310 $3.6M 1.82% -1,450 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 19,289 $3.6M 0.02% -1,857 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 19,246 $3.59M 1.38% -680 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 19,218 $3.58M 0.73% -1,236 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 19,203 $3.58M 0.89% +322 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 19,196 $3.58M 2.58% +315 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 19,180 $3.58M 0.36% -3,570 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 19,166 $3.58M 0.91% 0 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 19,163 $3.57M 3.71% -202 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 19,145 $3.57M 2.02% +3,515 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 19,111 $3.56M 1.37% -20 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 19,100 $3.56M 0.76% +3,178 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 19,088 $3.56M 1.44% -378 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 19,081 $3.56M 3.18% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 19,063 $3.56M 0.33% -5,603 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 19,037 $3.55M 0.49% -619 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 19,025 $3.55M 2.64% -33,287 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 18,992 $3.54M 2.59% +242 13F-HR Timeline Deuterium Capital Management, LLC More: the full row for Deuterium Capital Management, LLC 18,990 $3.54M 5.14% new 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 18,983 $3.54M 3.47% -933 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 19,315 $3.54M 1.25% -730 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 18,945 $3.53M 0.7% +1,904 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 18,940 $3.53M 2.56% 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 18,931 $3.53M 1.97% 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 18,931 $3.53M 3.34% -200 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 18,917 $3.53M 0.77% -2,931 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 18,893 $3.52M 2.25% +572 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 18,877 $3.52M 1.4% -284 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 18,851 $3.52M 1.01% +481 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 18,850 $3.52M 0.69% 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 18,849 $3.52M 1.39% +23 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 18,847 $3.52M 2.31% 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 18,838 $3.51M 0.48% +2,872 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 18,839 $3.51M 3.37% 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 18,832 $3.51M 4.41% 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 18,794 $3.51M 0.47% -16,122 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 18,782 $3.5M 0.79% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 19,420 $3.5M 2.99% +453 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 18,720 $3.49M 1.52% +1,018 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 18,697 $3.49M 0.74% +630 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 18,696 $3.49M 1.35% -100 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 18,739 $3.48M 1.44% -512 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 18,656 $3.48M 1.38% -163 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 18,643 $3.48M 1.66% -1,551 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 18,597 $3.47M +690 Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 18,563 $3.46M 1.96% -99 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 18,544 $3.46M 0.72% +3,404 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 18,518 $3.45M 3.19% 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 18,517 $3.45M 1.09% +291 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 18,516 $3.45M 0.73% +8,023 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 18,469 $3.44M 0.59% +4,108 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 18,460 $3.44M 1.07% -841 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 18,445 $3.44M 1.13% +131 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 18,441 $3.44M 0.47% -470 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 18,355 $3.42M 0.65% -1,125 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 18,339 $3.42M 0.15% -40,313 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 18,309 $3.41M 2.28% -1,880 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 18,305 $3.41M 3.8% 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 18,298 $3.41M 0.55% -1,558 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 18,276 $3.41M 1.23% +358 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 18,263 $3.41M 0.87% -890 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 18,251 $3.4M 1.67% -1,045 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 18,210 $3.4M 1.38% +990 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 18,195 $3.39M 2.64% -3,375 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 18,193 $3.39M 0.69% -401 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 18,182 $3.39M 2.53% 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 18,155 $3.39M 2.48% 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 18,148 $3.38M 1.83% +22 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 18,125 $3.38M 1.56% -155 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 18,098 $3.38M 0.17% 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 18,098 $3.38M 0.36% -1,760 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 18,093 $3.37M 0.71% -915 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 18,026 $3.36M 0.54% +3,206 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 18,021 $3.36M 0.69% +1,740 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 18,008 $3.36M 1.13% -522 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 18,005 $3.36M 2.59% -1,686 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 18,000 $3.36M 0.01% 0 13F-HR Timeline Group Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 17,990 $3.36M 1.66% +3 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 17,989 $3.35M 1.78% 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 17,981 $3.35M 2.14% +97 13F-HR/A Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 17,941 $3.35M 0.32% +410 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 17,939 $3.35M 1.8% +2,456 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 17,930 $3.34M 2.27% +10,631 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 17,914 $3.34M 1.43% +20 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 17,899 $3.34M 1.33% -111,161 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 17,899 $3.34M 0.27% -297 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 17,869 $3.33M -2,053 Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 17,840 $3.33M 1.15% 0 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 17,836 $3.33M 0.4% 13F-HR Timeline