WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 110,091 $11.9M 1.17% +28,049 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 110,073 $11.9M 3.38% -538 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 120,365 $11.9M 3.06% +41,298 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 109,818 $11.9M 2.72% -68 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 109,753 $11.9M 4.37% +3,825 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 109,738 $11.9M 0.25% +7,293 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 109,737 $11.9M 6.55% +4,934 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 88,514 $11.9M 3.72% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 108,896 $11.9M 3.21% -12,125 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 109,559 $11.9M 1.01% +80,449 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 109,475 $11.9M 3.83% -10,750 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 109,468 $11.9M 4.89% -15,588 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 109,343 $11.9M 6.21% +13,035 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 109,325 $11.8M 0.41% +16,088 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 109,224 $11.8M 1.23% +2,072 13F-HR/A Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 109,069 $11.8M 3.91% +1,965 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 108,695 $11.8M 0.68% +7,179 13F-HR/A Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 108,694 $11.8M 1.25% -3,681 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 108,623 $11.8M 2.86% -368 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 108,463 $11.8M 2.62% +2,746 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 108,354 $11.7M 0.18% -13,721 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 108,311 $11.7M 2.76% -953 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 108,306 $11.7M 1.07% -57,130 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 108,213 $11.7M 2.49% +104,903 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 108,114 $11.7M 0.37% +34,829 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 107,855 $11.7M +680 Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 107,229 $11.6M 2.35% -19,750 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 107,141 $11.6M 7.75% -9,000 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 106,965 $11.6M 11.66% -5,460 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 106,885 $11.6M 0.78% -43,528 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 106,793 $11.6M 3.73% -3,286 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 106,846 $11.6M 3.22% -5,922 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 106,734 $11.6M 0.39% +98,401 13F-HR Timeline Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 106,720 $11.6M 8.65% +8,164 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 106,532 $11.5M 5.73% +3,510 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 106,315 $11.5M 2.87% -176,637 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 106,582 $11.5M 3.69% +11,377 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 106,110 $11.5M 0.31% -18,105 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 106,072 $11.5M 4.04% -30,817 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 105,989 $11.5M 0.2% -884,427 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 105,809 $11.5M 2.57% +555 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 105,801 $11.5M 4.1% -190 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 105,963 $11.5M 2.59% -11,793 13F-HR/A Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 105,750 $11.5M 2.49% -30 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 105,718 $11.5M 4.43% -1,201 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 105,500 $11.4M 1.89% new 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 105,468 $11.4M 0.22% -251 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 105,177 $11.4M 9.43% -1,086 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 105,090 $11.4M 4.03% -17,566 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 104,798 $11.4M 0.57% +8,839 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 104,767 $11.4M 1.38% -25,397 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 104,579 $11.3M 9.75% -2,125 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 104,169 $11.3M 3.22% +860 13F-HR Timeline Grand Alliance Asset Management Ltd More: the full row for Grand Alliance Asset Management Ltd 104,000 $11.3M 13.03% -64,000 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 103,953 $11.3M 5.32% -6,770 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 103,930 $11.3M 1.62% +1,474 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 99,071 $11.2M 7.39% +3,768 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 103,442 $11.2M 0.29% +2,280 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 103,378 $11.2M 1.25% -77,859 13F-HR Timeline Group PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 102,984 $11.2M 5.63% -2,144 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 102,659 $11.1M 1.85% +671 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 102,034 $11.1M 3.58% +242 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 102,026 $11.1M 6.09% +12,330 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 101,942 $11M 4.05% +4,396 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 101,930 $11M 8.65% +7,520 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 101,919 $11M 3.04% -10,161 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 101,845 $11M 1.85% -292 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 101,700 $11M 0.98% -25,056 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 101,578 $11M 4.58% +19,107 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 101,420 $11M 2.1% +2,888 13F-HR/A Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 101,393 $11M 10.84% -37,114 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 101,104 $11M 8.58% +41 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 101,048 $11M 1.34% +641 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 100,952 $10.9M 3.85% +540 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 100,942 $10.9M 1.57% +22,813 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 100,757 $10.9M 9.31% -5,805 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 100,692 $10.9M 1.51% -32,243 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 100,627 $10.9M -20,362 Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 100,554 $10.9M 2.57% +43,506 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 101,528 $10.9M 1.27% -2,877 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 100,451 $10.9M 2.36% -39,322 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 100,245 $10.9M 2.23% +8,862 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 100,000 $10.8M 0.3% -343 13F-HR Timeline One Madison Group LLC More: the full row for One Madison Group LLC 100,000 $10.8M 1.42% new 13F-HR Timeline Headwater Capital Co Ltd More: the full row for Headwater Capital Co Ltd 100,000 $10.8M 4.93% new 13F-HR/A Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 99,958 $10.8M 2.11% +43,217 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 99,799 $10.8M 0.7% -24,682 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 99,759 $10.8M 2.63% -6,549 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 106,279 $10.8M 1.4% -643 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 99,478 $10.8M 6.87% -572 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 99,448 $10.8M 1.55% +11,754 13F-HR Timeline North Growth Management Ltd. More: the full row for North Growth Management Ltd. 99,000 $10.8M 2.27% 0 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 99,748 $10.8M 1.99% -39,153 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 99,264 $10.8M 0.69% +8,257 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 98,727 $10.7M 1.36% +4,805 13F-HR Timeline CNB Bank More: the full row for CNB Bank 98,723 $10.7M 5.42% +4,779 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 98,663 $10.7M 0.4% -20,426 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 98,523 $10.7M 0.23% +13,677 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 98,497 $10.7M 0.64% +3,823 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 98,483 $10.7M 7.12% -17,539 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 98,388 $10.7M 4.69% +701 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 98,160 $10.6M 1.01% +3,383 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 97,985 $10.6M 1.6% +4,342 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 97,617 $10.6M 3.64% +2,826 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 97,500 $10.6M 4.03% +71,359 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 97,425 $10.6M 7.75% -220 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 97,289 $10.5M 1.24% -136 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 97,231 $10.5M 4.54% +4,795 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 97,162 $10.5M 1.23% +12,402 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 97,028 $10.5M 9.08% +7,812 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 96,927 $10.5M 0.55% -2,863 13F-HR Timeline Estuary Capital Management LP More: the full row for Estuary Capital Management LP 96,627 $10.5M 2.54% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 96,444 $10.5M 1.89% +1,816 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 96,349 $10.4M 0.76% +10,450 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 96,330 $10.4M 3.25% -3,733 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 96,265 $10.4M 0.55% new 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 96,238 $10.4M 2.8% -7,849 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 96,210 $10.4M 7.66% -25,565 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 96,193 $10.4M 6.81% +9,457 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 96,119 $10.4M 2.08% +3,602 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 96,000 $10.4M 2.53% +10,147 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 95,817 $10.4M 2.19% +9,016 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 90,720 $10.4M 0.36% +58,855 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 95,553 $10.4M 2.05% -7,301 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 95,040 $10.3M 5.48% -5,070 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 94,996 $10.3M 2.82% -6,498 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 94,977 $10.3M 1.45% +5,147 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 94,945 $10.3M 2.9% +3,546 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 94,816 $10.3M 5.48% +44,639 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 94,782 $10.3M 5.39% -9,031 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 94,727 $10.3M 0.33% +8,888 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 94,701 $10.3M 2.41% +13,307 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 94,046 $10.2M 3.32% +16,295 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 94,034 $10.2M 1.36% +2,141 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 93,940 $10.2M 1.51% +7,805 13F-HR/A Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 93,883 $10.2M 0.94% +3,470 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 93,851 $10.2M 0.9% -8,067 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 93,613 $10.1M 0.63% +2,615 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 93,603 $10.1M 0.1% +17,983 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 93,582 $10.1M 4.24% -1,693 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 93,555 $10.1M 4.74% -665 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 93,532 $10.1M 7.24% 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 93,493 $10.1M 7.97% -6,569 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 93,380 $10.1M 3.02% +1,742 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 93,290 $10.1M 1.49% -6,565 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 93,257 $10.1M 4.93% +20,266 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 93,182 $10.1M 0.47% +74,425 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 93,094 $10.1M 0.02% -48,708 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 91,371 $10.1M 2.25% -5,494 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 92,643 $10M 0.26% +2,777 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 92,312 $10M 1.78% -2,011 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 92,272 $10M 7.4% +1,369 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 92,253 $10M 1.34% -649 13F-HR Timeline ROANOKE ASSET MANAGEMENT CORP/ NY More: the full row for ROANOKE ASSET MANAGEMENT CORP/ NY 92,130 $9.98M 3.42% -6,140 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 91,908 $9.96M 1.26% +4,251 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 91,902 $9.96M 1.06% -16,197 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 91,385 $9.9M 2.99% -8,415 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 91,374 $9.9M 4.04% -30,280 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 91,194 $9.88M 3.74% +24,993 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 91,025 $9.87M 5.32% -1,062 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 90,986 $9.86M 0.97% +6,797 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 90,925 $9.85M 2.75% -11,908 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 90,611 $9.85M 0.92% +59,215 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 90,855 $9.85M 1.71% -8 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 90,640 $9.82M 1.27% +4,176 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 90,506 $9.81M 3.83% +4,728 13F-HR Timeline THAMES CAPITAL MANAGEMENT LLC More: the full row for THAMES CAPITAL MANAGEMENT LLC 90,475 $9.81M 3.77% -45,416 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 90,379 $9.79M 3.59% -16,170 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 90,272 $9.78M 0.83% +90,188 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 90,197 $9.78M 9.97% -2,803 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 90,178 $9.77M 1.51% +2,054 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 90,143 $9.77M 3.04% +265 13F-HR Timeline Kamunting Street Capital Management, L.… More: the full row for Kamunting Street Capital Management, L.P. 90,000 $9.75M 6.54% +70,000 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 89,851 $9.74M 3.78% -18,217 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 87,806 $9.74M 1.86% +2,483 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 89,619 $9.71M 1.63% +7,990 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 89,213 $9.67M 1.32% -1,397 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 89,007 $9.65M 3.44% -2,095 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 88,962 $9.64M 3.36% -19,261 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 88,933 $9.64M 2.61% +8,940 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 93,568 $9.61M 3.27% +864 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 88,560 $9.6M 4.52% -11,035 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 88,443 $9.59M 0.82% -638 13F-HR/A Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 88,325 $9.59M 9.86% +37,229 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 87,007 $9.58M 3.25% -874 13F-HR Timeline NCP Inc. 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