CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 112,430 $17.8M 2.51% +300 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 112,415 $17.8M 1.48% -6,356 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 112,401 $17.8M 5.36% +3,332 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 112,285 $17.7M 0.91% +13,788 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 112,217 $17.7M 1.19% +68,030 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 112,213 $17.7M 2.82% +1,857 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 111,979 $17.7M 1.65% +2,755 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 111,900 $17.7M 6.15% +900 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 111,872 $17.7M 9.96% +108,267 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 111,797 $17.7M 4.68% +1,552 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 111,705 $17.6M 8.34% -5,500 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 111,675 $17.6M 0.99% +47,019 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 111,571 $17.6M 3.99% +2,948 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 111,552 $17.6M 8.43% +1,815 13F-HR Timeline Dilation Capital Management LP More: the full row for Dilation Capital Management LP 111,411 $17.6M 9.38% +56,931 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 111,289 $17.6M 6.98% +16,473 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 129,842 $17.5M 0.92% -1,876 13F-HR Timeline WIM INVESTMENT MANAGEMENT Ltd More: the full row for WIM INVESTMENT MANAGEMENT Ltd 111,000 $17.5M 5.83% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 110,990 $17.5M 2.74% +9,145 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 110,798 $17.5M 8.05% -8,357 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 110,715 $17.5M 6.91% -826 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 94,976 $17.4M 3.07% -2,102 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 110,092 $17.4M 4.36% +8,173 13F-HR Timeline APEIRON CAPITAL Ltd More: the full row for APEIRON CAPITAL Ltd 160,400 $17.4M 16.41% -58,900 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 109,882 $17.4M 6.6% +414 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 109,870 $17.4M 11.02% -1,173 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 109,731 $17.3M 3.28% +1,268 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 109,375 $17.3M 5.31% +3,303 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 109,214 $17.3M 7.75% +6,527 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 109,075 $17.2M 5.04% -400 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 108,838 $17.2M 1.1% +21,497 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 108,797 $17.2M 0.24% +443 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 107,245 $17.2M 1.8% +966 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 108,490 $17.1M 2.18% +7,798 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 108,308 $17.1M 0.94% -387 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 108,257 $17.1M 4.46% +69,636 13F-HR Timeline Tairen Capital Ltd More: the full row for Tairen Capital Ltd 108,246 $17.1M 1.75% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 108,149 $17.1M 7.4% -1,194 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 108,070 $17.1M 12.36% -8,775 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 107,739 $17M 3.85% -572 13F-HR Timeline OPTIMAS CAPITAL Ltd More: the full row for OPTIMAS CAPITAL Ltd 107,600 $17M 17.93% +81,000 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 107,599 $17M 6.36% -4,719 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 107,562 $17M 0.33% +2,094 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 103,532 $17M 7.31% +1,506 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 107,170 $16.9M 5.48% -6,536 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 107,128 $16.9M 3.45% -1,085 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 107,057 $16.9M -798 Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 106,940 $16.9M 2.3% +102,832 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 106,993 $16.9M 4.96% +200 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 106,763 $16.9M 7.74% +231 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 106,746 $16.9M 4.08% -4,499 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 106,654 $16.9M 1% -22,918 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 106,587 $16.8M 2.25% +56,483 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 106,418 $16.8M 6.32% -11,986 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 106,150 $16.8M 4.54% -432 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 137,816 $16.7M 1.53% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 105,901 $16.7M 2.48% +9,457 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 102,116 $16.7M 1.32% +11,505 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 105,753 $16.7M 1.17% +101,230 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 105,728 $16.7M 4.04% -1,118 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 105,668 $16.7M 1.24% -6,306 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 105,301 $16.6M 12.54% +722 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 105,298 $16.6M 2.01% +17,792 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 105,085 $16.6M 2.18% +1,155 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 105,059 $16.6M 2.72% +4,814 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 105,002 $16.6M 4.6% +16,040 13F-HR Timeline Rheos Capital Works Inc. More: the full row for Rheos Capital Works Inc. 105,000 $16.6M 0.95% new 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 104,921 $16.6M 3.63% +18,831 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 104,853 $16.6M 0.97% -2,032 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 104,802 $16.6M 1.79% +6,075 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 104,660 $16.5M 9.89% +27,469 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 104,618 $16.5M 8.07% +44,332 13F-HR Timeline Monolith Management Ltd More: the full row for Monolith Management Ltd 104,585 $16.5M 5.84% new 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 104,210 $16.5M 7.05% +43,081 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 91,691 $16.4M 4.24% 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 103,931 $16.4M 9.2% +7,738 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 103,833 $16.4M 14.08% -3,132 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 103,459 $16.3M 0.14% +9,856 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 103,451 $16.3M 1.72% +73 13F-HR Timeline Group Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 103,413 $16.3M 10.3% -3,307 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 103,294 $16.3M 5.22% +1,260 13F-HR Timeline Noked Israel Ltd in group Noked Israel Ltd More: the full row for Noked Israel Ltd 103,200 $16.3M 3.01% new 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 103,202 $16.3M 3.18% -2,607 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 103,167 $16.3M 12.48% +6,139 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 103,150 $16.3M 5.9% +1,572 13F-HR/A Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 102,831 $16.2M 0.76% -32,855 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 102,978 $16.2M 1.58% -5,716 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 102,616 $16.2M 12.81% -21,653 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 102,428 $16.2M 5.17% +12,049 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 102,383 $16.2M 0.43% +2,383 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 102,217 $16.1M 6.08% -9,391 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 102,161 $16.1M 0.86% +5,896 13F-HR Timeline KADENSA CAPITAL Ltd More: the full row for KADENSA CAPITAL Ltd 102,087 $16.1M 2.57% +46,508 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 101,936 $16.1M 0.47% -6,178 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 101,834 $16.1M 1.79% new 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 101,753 $16.1M 3.57% -9,434 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 101,713 $16.1M 1.45% +10,727 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 145,348 $16.1M 2.69% +476 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 101,635 $16.1M 2.65% -23,104 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 92,368 $16M 4.51% -1,200 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 101,471 $16M 5.24% +519 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 101,304 $16M 10.93% +200 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 101,211 $16M 7.24% +30,847 13F-HR Timeline SPHERA FUNDS MANAGEMENT LTD. group of 2 filers holding More: the full row for SPHERA FUNDS MANAGEMENT LTD. 101,155 $16M +34,550 Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 101,122 $16M 9.85% +7,590 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 101,120 $16M 5.97% -4,598 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 101,037 $16M 3.18% +586 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 100,950 $15.9M 11.17% -980 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 99,179 $15.9M 0.4% +19,793 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 96,867 $15.9M 2.43% +9,061 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 100,580 $15.9M 0.7% -4,218 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 100,566 $15.9M 7.36% -2,418 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 100,533 $15.9M 3.9% -3,636 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 100,364 $15.8M 1% -78,873 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 100,163 $15.8M 2.08% -885 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 100,035 $15.8M 2.07% +5,058 13F-HR Timeline Miura Global Management, LLC More: the full row for Miura Global Management, LLC 100,000 $15.8M 16.97% +60,000 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 92,154 $15.8M 3.84% -3,210 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 99,478 $15.7M 8.19% 0 13F-HR Timeline North Growth Management Ltd. More: the full row for North Growth Management Ltd. 99,000 $15.7M 2.95% 0 13F-HR Timeline CapitalatWork S.A. in group CapitalatWork S.A. More: the full row for CapitalatWork S.A. 99,300 $15.7M 0.48% new 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 99,270 $15.7M 9.43% +787 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 99,223 $15.7M 1.8% +6,970 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 99,057 $15.7M 2.78% -901 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 98,696 $15.6M 6.05% +308 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 98,482 $15.6M 6.16% -26,390 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 98,339 $15.5M 5.88% +29,317 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 98,335 $15.5M 1.64% +1,173 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 98,123 $15.5M 3.83% -29,083 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 98,123 $15.5M 2.03% +4,833 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 97,690 $15.4M 9.17% -1,381 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 97,495 $15.4M 7.63% -23,101 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 97,387 $15.4M 0.45% +2,660 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 97,304 $15.4M 5.51% -4,638 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 97,088 $15.3M 2.4% -4,332 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 97,054 $15.3M 0.73% +127 13F-HR Timeline Columbus Hill Capital Management, L.P. More: the full row for Columbus Hill Capital Management, L.P. 97,000 $15.3M 2.21% -197,701 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 96,949 $15.3M 3.84% +24,544 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 96,645 $15.3M 1.25% +6,373 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 96,599 $15.3M 4.83% -1,018 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 96,392 $15.2M 0.53% -2,271 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 96,380 $15.2M 3.48% -3,379 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 96,280 $15.2M 3.55% +42 13F-HR Timeline Ariose Capital Management Ltd More: the full row for Ariose Capital Management Ltd 96,100 $15.2M 9.6% new 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 96,088 $15.2M 14.31% +7,818 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 96,084 $15.2M 9.76% -1,341 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 96,041 $15.2M 1.83% +5,401 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 95,983 $15.2M 4.55% +5,058 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 95,960 $15.2M 1.89% +1,926 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 95,942 $15.2M 11.88% -4,815 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 95,628 $15.1M 2.84% -491 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 95,610 $15.1M 5.04% +52,595 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 95,541 $15.1M 3.28% -459 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 75,435 $15.1M 5.07% -566 13F-HR/A Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 95,528 $15.1M 4.76% -9,562 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 95,345 $15.1M 0.35% +2,702 13F-HR Timeline Group Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 95,225 $15M 6.03% -8,728 13F-HR Timeline 7G CAPITAL MANAGEMENT, LLC More: the full row for 7G CAPITAL MANAGEMENT, LLC 95,000 $15M 11.68% +65,000 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 94,818 $15M 3.91% +3,624 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 94,685 $15M 1.62% -2,604 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 94,615 $14.9M 10.65% -1,595 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 94,351 $14.9M 0.33% +16,342 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 94,192 $14.9M 2.75% +32,645 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 94,070 $14.9M 4.47% -2,260 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 93,856 $14.8M 3.73% +7,173 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 93,659 $14.8M 6.77% -1,123 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 93,633 $14.8M 8.92% +1,361 13F-HR Timeline CNB Bank More: the full row for CNB Bank 93,417 $14.8M 7% -5,306 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 93,208 $14.7M 0.4% +2,488 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 93,249 $14.7M 8.63% -244 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 92,850 $14.7M 3.96% -530 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 92,789 $14.7M 3.45% -81,913 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 92,742 $14.7M 0.8% -871 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 92,707 $14.6M 1.36% -5,453 13F-HR Timeline Group KP Management LLC More: the full row for KP Management LLC 92,500 $14.6M 5.92% -22,500 13F-HR/A Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 92,466 $14.6M 2.35% +6,224 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 92,457 $14.6M 4.79% -34,265 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 92,374 $14.6M 3.06% -22,072 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 92,100 $14.6M 0.49% +9,100 13F-HR Timeline Group Ratan Capital Management LP More: the full row for Ratan Capital Management LP 92,093 $14.5M 6.72% -202,524 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 92,092 $14.5M 1.44% +190 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 91,705 $14.5M 4.33% -2,341 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 91,512 $14.5M 4.02% +595 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 91,468 $14.5M 4.09% -14,333 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 91,442 $14.4M 1.75% -37,101 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 91,401 $14.4M 5.24% +895 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 91,317 $14.4M 2.51% +25,513 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 91,106 $14.4M 1.5% +4,376 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 91,045 $14.4M 2.7% -4,508 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 90,982 $14.4M 6.92% -43 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 90,865 $14.4M 2.16% +1,246 13F-HR Timeline THAMES CAPITAL MANAGEMENT LLC More: the full row for THAMES CAPITAL MANAGEMENT LLC 90,475 $14.3M 3.24% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 91,405 $14.3M 1.11% +2,962 13F-HR/A Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 90,160 $14.2M 1.71% -1,748 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 90,125 $14.2M 6.52% +5,628 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 90,047 $14.2M 4.22% +3,830 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 89,957 $14.2M 6.34% -3,300 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 89,857 $14.2M 3.58% +924 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 89,836 $14.2M 12.38% -361 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 89,833 $14.2M 2.33% -2,479 13F-HR Timeline