Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 18,497 $3.23M 1.39% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 18,486 $3.22M 2.09% +505 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 18,451 $3.22M 0.97% -1,250 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 18,451 $3.22M 0.97% -66 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 18,450 $3.22M 1.14% -1,102 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 18,431 $3.21M 3.22% -500 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 18,418 $3.21M 1.44% +1,929 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 18,369 $3.2M 1.12% -39,193 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 18,358 $3.2M 1.26% -298 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 18,342 $3.2M 1.15% +698 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 18,265 $3.19M 0.53% +1,224 13F-HR Timeline CLG LLC More: the full row for CLG LLC 18,204 $3.17M 0.79% +970 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 18,160 $3.17M 1.59% +170 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 18,148 $3.16M 1.38% +2,536 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 18,144 $3.16M 1% -316 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 18,119 $3.16M 0.91% -732 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 18,109 $3.16M 0.32% +1,558 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 18,108 $3.16M 1.76% -40 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 18,104 $3.16M 0.12% -32,727 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 18,093 $3.16M 1.13% -183 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 18,073 $3.15M 2.04% -236 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 18,066 $3.15M 0.66% +2,886 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 18,019 $3.14M 0.53% -20,057 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 18,000 $3.14M 1.19% +216 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 18,000 $3.14M 1.2% new 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 18,000 $3.14M 1.69% -4,800 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 17,995 $3.14M 1.19% +502 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 17,992 $3.14M 0.31% +1,221 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 17,989 $3.14M 1.53% +2,862 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 17,980 $3.14M 1.43% -145 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 17,960 $3.13M 0.79% -303 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 17,883 $3.12M 0.71% -210 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 17,876 $3.12M 0.99% +73 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 17,855 $3.11M 0.49% +1,090 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 17,852 $3.11M 0.65% -169 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 17,840 $3.11M 1.14% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 17,836 $3.11M 2.04% +4,359 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 17,802 $3.1M 1.12% +86 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 17,794 $3.1M 0.7% -2,653 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 17,776 $3.1M 4.97% -1,117 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 17,764 $3.1M 0.53% +261 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 17,764 $3.1M 0.45% +14 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 17,755 $3.1M 1.54% +4,535 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 17,746 $3.09M 1% +2,715 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 17,721 $3.09M 1.51% +164 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 16,609 $3.09M 0.67% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 17,675 $3.08M 1.04% -333 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 17,531 $3.08M 0.23% +8,028 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 17,651 $3.08M 2.07% +2,541 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 17,606 $3.07M 1.63% -2,477 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 17,603 $3.07M 2.55% -592 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 17,588 $3.07M 0.46% +618 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 17,580 $3.07M 1.33% -15 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 17,559 $3.06M 5.03% +13,426 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 13,867 $3.06M 2.66% +262 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 17,502 $3.05M 2.98% +983 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 17,498 $3.05M 0.13% +5,111 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 17,489 $3.05M 5.23% -21,534 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 17,482 $3.05M 1.87% +3,800 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 17,476 $3.05M 1.69% +1,355 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 17,463 $3.05M 1.47% -788 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 17,445 $3.04M 0.63% -74 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 17,442 $3.04M 0.61% new 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 17,425 $3.04M 1.28% +200 13F-HR Timeline Richard Young Associates, Ltd. More: the full row for Richard Young Associates, Ltd. 17,419 $3.04M 2.31% -2,386 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 17,415 $3.04M 0.88% +3,243 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 17,414 $3.04M 1.06% +35 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 17,401 $3.03M 0.88% -393 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 17,388 $3.03M 2.27% -446 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 17,374 $3.03M 1.09% +164 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 17,373 $3.03M 2.04% -5,055 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 17,372 $3.03M 1.8% +190 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 17,356 $3.03M 1.06% -2,665 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 17,314 $3.02M 1.46% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 17,289 $3.02M 1.08% +59 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 17,285 $3.01M 0.16% -526 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 17,264 $3.01M 3.99% -5,615 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 17,259 $3.01M -610 Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 17,252 $3.01M 0.56% +638 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 17,235 $3.01M 1.27% +111 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 17,230 $3M 2.15% +464 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 17,227 $3M 1.85% +7,318 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 17,200 $3M 0.46% +2,370 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 17,191 $3M 0.24% -708 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 17,150 $2.99M 3.39% new 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 17,124 $2.99M 1.84% +4,584 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 17,104 $2.98M 0.52% +213 13F-HR Timeline Evergreen Quality Fund GP, Ltd. More: the full row for Evergreen Quality Fund GP, Ltd. 17,100 $2.98M 0.07% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 17,093 $2.98M 1.21% +873 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 17,468 $2.98M 1.25% +92 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 17,085 $2.98M 0.3% +765 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 13,827 $2.98M 2.96% 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 17,052 $2.97M 1.3% -122 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 17,043 $2.97M 1.03% -23 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 17,038 $2.97M 3.24% +674 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 16,989 $2.96M 0.75% -2,177 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 16,961 $2.96M 0.99% +483 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 16,947 $2.96M 0.37% +1,655 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 16,940 $2.95M 0.51% +3,070 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 16,908 $2.95M 1.79% +229 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 16,902 $2.95M 1.61% 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 16,881 $2.94M 0.02% -2,408 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 16,856 $2.94M 2.7% +88 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 16,852 $2.94M 1.61% -3,578 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 14,914 $2.93M 0.66% -8 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 16,794 $2.93M 10.17% +679 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 14,047 $2.93M 1.35% -189 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 16,774 $2.93M 2.65% +730 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 16,767 $2.92M 2.26% +786 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 16,762 $2.92M 1.3% -1,152 13F-HR/A Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 16,746 $2.92M 2.52% -50 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 16,691 $2.91M 1.53% +123 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 16,687 $2.91M 0.63% -3,495 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 16,687 $2.91M 0.61% +2,470 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 16,683 $2.91M 0.97% +11,099 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 16,659 $2.91M 0.86% +3,102 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 16,656 $2.9M 0.86% +5,788 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 16,600 $2.89M 0.63% +2,732 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 13,896 $2.89M 1.44% 0 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 16,568 $2.89M 0.39% -278 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 16,535 $2.88M 0.18% +966 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 16,524 $2.88M 0.61% +13,748 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 16,518 $2.88M 1.27% -2,202 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 16,504 $2.88M 1.23% +489 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 13,847 $2.88M 2.74% +95 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 16,499 $2.88M 0.12% -163,651 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 16,491 $2.88M 2.01% +375 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 16,469 $2.87M 0.89% +3,714 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 16,465 $2.87M 0.62% +15,390 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 16,462 $2.87M 0.93% -1,324 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 16,461 $2.87M 1.16% -334 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 16,430 $2.87M 1.75% +2,823 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 16,396 $2.86M 0.65% +2,063 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 16,381 $2.86M 2.16% +543 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 16,312 $2.84M 6.98% -1,282 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 16,295 $2.84M 0.54% +1,500 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 16,263 $2.84M 0.89% +1,078 13F-HR Timeline Corvex Management LP More: the full row for Corvex Management LP 16,250 $2.83M 0.11% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 16,248 $2.83M 1.19% +571 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 16,187 $2.82M 1.48% -1,802 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 16,175 $2.82M 1.96% +601 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 16,137 $2.81M 2.05% -31,130 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 16,134 $2.81M 0.85% -332 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 16,077 $2.8M 1.72% +1,412 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 16,025 $2.79M 0.53% -2,920 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 16,019 $2.79M 2.15% -2,163 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 16,011 $2.79M 0.91% -1,450 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 15,834 $2.79M 2.98% -9,932 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 15,181 $2.79M 1.36% +2,653 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 16,000 $2.79M 1.96% 0 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 15,999 $2.79M 1.61% +1,568 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 15,984 $2.79M 1.08% +2,744 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 15,966 $2.78M 0.95% +4,221 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 15,964 $2.78M 1.22% +1,287 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 15,958 $2.78M 0.74% +10 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 15,957 $2.78M 1.47% +4,243 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 15,943 $2.78M 1.32% -8,172 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 15,915 $2.78M 2.62% +87 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 15,903 $2.77M 0.98% -47,106 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 15,882 $2.77M 1.33% +609 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 15,844 $2.76M 1.4% +363 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 15,834 $2.76M 1.82% -371 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 15,829 $2.76M 0.79% -127 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15,824 $2.76M 2.03% -386 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 15,822 $2.76M 2.05% -265 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 15,699 $2.76M 2.24% +1,412 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 15,819 $2.76M 1.95% -307 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 15,799 $2.76M 0.91% +992 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 15,795 $2.75M 0.63% +2,057 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 13,158 $2.75M 0.82% +290 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 15,783 $2.75M 1.48% -2,010 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 15,772 $2.75M 0.87% +752 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 15,759 $2.75M 1.35% +7,331 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 15,738 $2.74M 1.36% -341 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 12,649 $2.74M 0.57% -2,973 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 15,702 $2.74M 1.04% -86,289 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 15,693 $2.74M 2.54% +115 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 15,677 $2.73M 0.76% -266 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 15,664 $2.73M 2.51% -865 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 15,640 $2.73M 1.05% 0 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 15,631 $2.73M 0.46% -604 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 15,611 $2.72M 0.15% +953 13F-HR Timeline Group MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 15,610 $2.72M 0.23% -145 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 15,562 $2.71M 3.29% -3,601 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 15,557 $2.71M 2.33% +1,665 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 15,535 $2.71M 1.18% -334 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 15,501 $2.7M 0.1% +1,215 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 15,492 $2.7M 1.25% +930 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 13,502 $2.7M 1.59% -1,111 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 15,450 $2.69M 0.4% +3,071 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 15,444 $2.69M 0.33% +1,545 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 12,875 $2.69M 1.39% +989 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 15,432 $2.69M 0.62% +479 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 15,401 $2.69M 0.15% -887 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 15,376 $2.68M 1.39% +941 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 15,372 $2.68M 0.27% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 15,355 $2.68M 0.97% +1,396 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 15,346 $2.68M 2.04% -559 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 15,346 $2.68M 0.57% -1,734 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 15,294 $2.67M 0.75% -66 13F-HR Timeline