Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 15,521 $3.11M 1.39% -1,331 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 15,515 $3.1M 0.67% +1,744 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 15,470 $3.1M 1.06% 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 15,453 $3.09M 1.88% +178 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 15,447 $3.09M 1.43% +915 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 15,432 $3.09M 0.76% -245 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 15,410 $3.08M 1.19% -493 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 15,640 $3.08M 1.04% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 15,374 $3.08M 1.08% -1,861 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 15,372 $3.08M 0.3% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 15,369 $3.08M 1.52% -7,206 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 17,557 $3.07M 3.54% 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 15,343 $3.07M -1,916 Timeline RENASANT BANK More: the full row for RENASANT BANK 15,336 $3.07M 1.97% -483 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 15,307 $3.06M 0.35% +5,220 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 15,293 $3.06M 1.05% 0 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 15,265 $3.05M 2% -81 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 15,252 $3.05M 1.78% +174 13F-HR Timeline JW Asset Management, LLC More: the full row for JW Asset Management, LLC 15,250 $3.05M 0.95% 0 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 15,239 $3.05M 0.24% -371 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 15,232 $3.05M 0.12% -14,637 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 15,226 $3.05M 2.44% +1,687 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 15,211 $3.04M 0.29% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 15,187 $3.04M 0.32% +1,112 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 15,187 $3.04M 1.29% -1,575 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 15,184 $3.04M 1.74% +355 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 15,183 $3.04M 0.75% -111 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 15,180 $3.04M 1.5% -3,680 13F-HR Timeline Group Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 15,170 $3.04M 1.85% -529 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 15,169 $3.04M 0.24% +1,300 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 15,148 $3.03M 1.23% -33 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 15,148 $3.03M 0.07% -8,060 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 15,145 $3.03M 0.22% +3,017 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 15,121 $3.03M 0.63% -171 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 15,095 $3.02M 0.29% -2 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 15,080 $3.02M 0.93% +12 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 15,063 $3.01M 1.37% +185 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 15,062 $3.01M 0.98% +21 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 15,060 $3.01M 0.15% -551 13F-HR Timeline Group MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 15,055 $3.01M 1.31% -216 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 15,054 $3.01M 0.57% -3,012 13F-HR Timeline Group RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 15,053 $3.01M 2.22% +765 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 15,046 $3.01M 0.95% -26,548 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 15,043 $3.01M 0.75% +101 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 15,025 $3.01M 0.89% +4,224 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 15,015 $3M 1.03% -218 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 15,004 $3M 1.19% -1,514 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 15,002 $3M 0.73% +539 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 15,000 $3M 2.35% -134,166 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 14,980 $3M 2.59% -10,220 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 15,154 $2.99M 0.63% +240 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 14,949 $2.99M 1.75% +577 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 14,934 $2.99M 1.17% +1,954 13F-HR Timeline TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 14,926 $2.99M 0.03% +6,840 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 14,925 $2.99M 1.24% -94 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 14,902 $2.98M 2.48% +5 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 14,881 $2.98M 0.2% +834 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 14,871 $2.98M 1.6% 0 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 14,867 $2.97M 0.4% +9,170 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 14,653 $2.97M 2.75% +786 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 14,816 $2.96M 0.71% -252 13F-HR/A Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 14,815 $2.96M 0.68% -403 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 14,810 $2.96M 1.44% +847 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 14,806 $2.96M 2.37% +1,182 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 14,798 $2.96M 0.51% +2,480 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 14,796 $2.96M 0.58% +8,071 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 14,775 $2.96M 0.98% -580 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 13,981 $2.95M 2.83% +154 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 14,725 $2.95M 0.74% -340 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 14,703 $2.94M 2.53% -961 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 14,681 $2.94M 1.2% +1,076 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 14,676 $2.94M 1.1% +5,366 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 14,459 $2.93M 0.77% +1,301 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 14,651 $2.93M 0.34% +789 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 14,643 $2.93M 0.93% +195 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 14,627 $2.93M 0.64% +2,732 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 13,852 $2.92M 1.28% -195 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 14,603 $2.92M +2,226 Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 14,545 $2.91M 2.79% +1,485 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 14,531 $2.91M 2.45% -3,900 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 14,531 $2.91M 1.7% +1,604 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 14,531 $2.91M 1.15% +311 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 14,499 $2.9M 0.81% -1,300 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 14,488 $2.9M 0.47% +6,321 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 14,443 $2.89M 0.29% +302 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 14,413 $2.88M 0.75% +3,533 13F-HR Timeline Capital Advantage, Inc. 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More: the full row for Tudor Financial Inc. 14,133 $2.83M 1.27% -390 13F-HR/A Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 14,129 $2.83M 3.37% -9,775 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 14,126 $2.83M 2.31% +273 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 14,120 $2.83M 2.28% -754 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 14,099 $2.82M 0.91% +15 13F-HR/A Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 14,096 $2.82M 0.29% +385 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 13,896 $2.82M 1.33% 0 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 14,084 $2.82M 3.02% +728 13F-HR Timeline Financial Solutions Advisory Group, Inc. 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Youngquist 2020 Irrevocable Trust 13,932 $2.79M 0.56% -29,383 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 13,932 $2.79M 1.23% -4,565 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 13,910 $2.78M 1.34% -4,070 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 13,902 $2.78M 0.87% -1,060 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 13,901 $2.78M 1.87% -645 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 13,892 $2.78M 1.29% +9,401 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 13,890 $2.78M 1.52% -493 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 13,874 $2.78M 0.74% +2,026 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 13,860 $2.77M 0.86% -8,345 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 13,859 $2.77M 1.92% +309 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 13,852 $2.77M 1.27% +4,053 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 13,837 $2.77M 0.66% -293 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 13,822 $2.77M 2.04% -249 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 13,794 $2.76M 1.14% +812 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 13,938 $2.75M 0.23% +190 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13,756 $2.75M 0.34% -269 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 13,748 $2.75M 0.46% -325 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 13,744 $2.75M 1.2% +183 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 13,742 $2.75M 1.26% +3,429 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 12,532 $2.75M 2.15% +1,384 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 13,722 $2.75M 0.94% +159 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 13,719 $2.75M 1.68% -23,712 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 13,718 $2.74M 1.06% +418 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 13,638 $2.73M 0.99% +62 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 13,634 $2.73M 1.24% +301 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 13,573 $2.72M 0.55% +293 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 13,609 $2.72M 0.98% +447 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 13,608 $2.72M 0.45% -354 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 13,599 $2.72M 1.04% -725 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 13,593 $2.72M 0.83% -3,450 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 13,586 $2.72M 1.71% +1,036 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 119,760 $2.72M 0.9% -13,208 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 13,385 $2.71M 1.06% +544 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 13,559 $2.71M 1.22% +8,886 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 13,545 $2.71M 0.58% +814 13F-HR Timeline Security Financial Services, INC. 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