HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14,293 $5.77M 0.54% +4,184 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 14,262 $5.76M 4.97% 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 14,259 $5.76M 0.72% -93 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 14,220 $5.74M 1.42% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14,216 $5.74M 0.01% -4,254 13F-HR/A Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 14,203 $5.74M 1.68% -177 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 14,169 $5.72M 0.03% +2,848 13F-HR Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 14,135 $5.71M 0.86% +505 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14,093 $5.69M 0.48% -6,220 13F-HR Timeline Artisan Partners Limited Partnership More: the full row for Artisan Partners Limited Partnership 14,037 $5.67M 0.01% new 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 14,020 $5.66M 1.05% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 13,930 $5.63M 1.03% -1,113 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 13,878 $5.6M 2.09% -181 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 13,851 $5.59M 0.66% +151 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 13,754 $5.55M 2.18% -177 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 13,736 $5.55M 0.62% -541 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 13,725 $5.54M 3.11% +745 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 13,693 $5.53M 0.41% +260 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 13,684 $5.53M 0.53% +56 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 13,649 $5.51M 1.51% +996 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 13,576 $5.48M 0.04% -15,461 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 13,575 $5.48M 0.27% -993 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 13,449 $5.43M 1.7% -28 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 13,431 $5.42M 4.04% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 13,410 $5.42M 0.63% +2,680 13F-HR Timeline PINNBROOK CAPITAL MANAGEMENT LP More: the full row for PINNBROOK CAPITAL MANAGEMENT LP 13,361 $5.4M 1.89% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,361 $5.4M 0.34% +7,053 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 13,666 $5.39M 1.14% +1,093 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 13,293 $5.37M 1.1% +402 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 13,290 $5.37M 3.05% +894 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 13,263 $5.36M 0.39% +399 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 13,249 $5.35M 3.98% +599 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 13,234 $5.34M 0.56% -498 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,228 $5.34M 0.26% -2,902 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 14,050 $5.33M 0.84% +1,470 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,190 $5.33M 0.47% +266 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 13,185 $5.32M 0.64% +6,345 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 13,147 $5.31M 0.5% -112 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 13,106 $5.29M 0.22% +510 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 13,090 $5.29M 1.09% +468 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 13,000 $5.25M 2.21% +6,176 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 13,000 $5.25M 2.13% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 12,946 $5.23M 1.17% +4,372 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,924 $5.22M 0.42% +2,654 13F-HR/A Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 12,913 $5.21M 2.95% -3,301 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 12,882 $5.2M 1.12% +6,487 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,876 $5.2M 0.14% -876 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 12,860 $5.19M 3.04% -555 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 12,825 $5.18M 3.43% -2,217 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,800 $5.17M 0.06% -14,938 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 12,757 $5.15M 0.04% +204 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,721 $5.14M 0.69% +2,638 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 12,685 $5.12M 0.14% +345 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 12,673 $5.12M 0.39% +548 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 12,625 $5.1M 0.07% -287 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 12,618 $5.1M 1.53% -41 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 12,615 $5.09M 0.72% +75 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 12,614 $5.09M 0.1% +1,048 13F-HR Timeline Group Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 12,605 $5.09M 1.94% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,588 $5.08M 0.17% +726 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 12,575 $5.08M 2.25% +265 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 12,544 $5.07M 1.06% -415 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 12,531 $5.06M 0.35% +10,811 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 12,525 $5.06M 0.69% new 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,518 $5.06M 0.74% +4,059 13F-HR Timeline SCOGGIN MANAGEMENT LP in group SCOGGIN MANAGEMENT LP More: the full row for SCOGGIN MANAGEMENT LP 12,500 $5.05M 2.65% 0 13F-HR Timeline Group Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 12,468 $5.04M 1.37% -100 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 12,453 $5.03M 1.39% -614 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 12,327 $5.03M 2.65% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 12,437 $5.02M 0.99% +1,463 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 12,428 $5.02M +271 Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 12,639 $5.01M 0.71% 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,371 $5M 0.54% +237 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,363 $4.99M 0.12% +1,862 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 12,360 $4.99M +545 Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,331 $4.98M 0.45% +6,821 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,310 $4.97M 0.56% -13,645 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 12,283 $4.96M 0.58% -252 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 12,261 $4.95M 4.12% -43 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 12,251 $4.95M 0.16% -1,218 13F-HR Timeline Group Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 12,250 $4.95M 2.15% +676 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 12,241 $4.94M 1.63% -22 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 12,235 $4.94M 2.94% +7,244 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 12,214 $4.93M 1.79% -1,239 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 12,186 $4.92M 1.66% +894 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 12,179 $4.92M 0.34% -116 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 12,114 $4.89M 0.69% -24 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 12,101 $4.89M 0.35% -6,121 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 12,072 $4.88M 0.28% +104 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 12,066 $4.87M 0.09% +1,780 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 12,060 $4.87M 2.77% 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 12,054 $4.87M 0.09% +50 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 12,000 $4.85M 1.06% -148 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 11,989 $4.84M 0.15% +3,224 13F-HR/A Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 11,958 $4.83M 2.46% -148 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 11,945 $4.82M 0.62% -1,750 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 11,945 $4.82M 0.51% -834 13F-HR/A Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 11,931 $4.82M 0.17% +372 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 11,907 $4.81M 0.5% -965 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,884 $4.8M 0.44% -1,168 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 11,883 $4.8M 0.18% -126 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 11,873 $4.79M 1.13% +2,468 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 11,812 $4.77M 0.88% +596 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 11,806 $4.77M 0.48% +1,170 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 11,798 $4.76M 0.9% +12 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 11,791 $4.76M 1.89% +1,222 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 11,742 $4.74M 0.45% +74 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 11,679 $4.72M 0.75% +5,477 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 11,678 $4.72M 1.88% +482 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 11,674 $4.71M 0.07% +5,751 13F-HR Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 11,667 $4.71M 1.26% +344 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 11,639 $4.7M 0.98% -885 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 11,626 $4.7M 1.84% +648 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 11,618 $4.69M 0.11% -1,382 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 11,602 $4.69M 0.49% +357 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 11,585 $4.68M 2.37% -3,188 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 11,561 $4.67M 0.83% +487 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 11,559 $4.67M 2.23% +874 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 11,508 $4.65M 0.12% +1,376 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 11,507 $4.65M 1.42% +1,727 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 11,489 $4.64M 0.11% +8,072 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 11,487 $4.64M 2.45% -1,313 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 11,484 $4.64M 1% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,474 $4.63M 0.06% +142 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 11,458 $4.63M 0.97% -386 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 11,454 $4.63M 0.42% -115 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,389 $4.6M 2.29% +590 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 11,334 $4.58M 0.15% +340 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 11,922 $4.57M 0.44% +538 13F-HR Timeline Milestone Resources Group Ltd More: the full row for Milestone Resources Group Ltd 11,320 $4.57M 0.15% 0 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 11,300 $4.56M 2.66% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 11,299 $4.56M 1.38% -91 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 11,292 $4.56M 0.92% +427 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 11,285 $4.56M 1.87% +9,436 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 11,263 $4.55M 0.36% +8 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 11,261 $4.55M 0.26% -2,265 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 11,222 $4.53M 2.63% 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 11,216 $4.53M 0.08% -127,829 13F-HR Timeline Group Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 10,492 $4.53M 2.31% +1,046 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,209 $4.53M 0.41% -652 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 11,165 $4.51M 1.8% -2,070 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 11,163 $4.51M 0.79% -4,737 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,162 $4.51M 0.06% +568 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 11,568 $4.51M 0.15% -3,161 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 11,155 $4.5M 2.09% -224 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 11,075 $4.47M 1.8% +338 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 11,065 $4.47M 0.24% +83 13F-HR/A Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 11,052 $4.46M 0.36% +3,124 13F-HR/A Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 11,043 $4.46M 0.15% -1,241 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11,033 $4.46M 0.08% +2,825 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,014 $4.45M 0.15% +1,011 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,989 $4.44M 1.41% +211 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 10,985 $4.44M 2.77% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,984 $4.44M 0.47% +795 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 10,466 $4.43M 0.7% +597 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 10,951 $4.42M 2.07% 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 10,761 $4.42M 0.92% +368 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 10,928 $4.41M 8.75% -367 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10,926 $4.41M 0.29% +2,431 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,916 $4.41M 0.54% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 10,900 $4.4M 0.58% -4,574 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 10,873 $4.39M 0.52% -369 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 10,865 $4.39M 1.12% +403 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 10,848 $4.38M 0.62% +362 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 10,836 $4.38M 0.49% -100 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 10,824 $4.37M 0.95% -131 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 10,810 $4.37M 0.62% -692 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,772 $4.35M 0.48% +1,321 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 10,758 $4.34M 1.48% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,756 $4.34M 0.17% +5,776 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 10,724 $4.33M 0.14% +1,573 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 10,719 $4.33M 0.46% +725 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 10,716 $4.33M 1.76% -3,328 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 10,716 $4.33M 2.66% -34 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 10,680 $4.31M 2% -18,325 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 10,662 $4.31M 0.07% -2,892 13F-HR Timeline Group Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 10,654 $4.3M 2.5% -3,400 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 10,582 $4.3M 1.27% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,634 $4.29M 0.28% -83 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 10,609 $4.28M 2.59% -1,111 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,537 $4.26M 0.26% -320 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 10,523 $4.25M 2.28% -71 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 10,513 $4.25M 1.4% +872 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,449 $4.22M 0.83% -6,811 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,403 $4.2M +1,544 Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 10,389 $4.2M 1.79% -365 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 10,044 $4.19M 0.28% +28 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 10,381 $4.19M 0.49% -74 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,368 $4.19M 0.92% +4,358 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 10,353 $4.18M 1.86% 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 10,311 $4.16M 0.95% +1,599 13F-HR Timeline Hel Ved Capital Management Ltd More: the full row for Hel Ved Capital Management Ltd 10,304 $4.16M 1.28% -19,096 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,270 $4.15M 0.78% +1,132 13F-HR Timeline Zullo Investment Group, Inc. 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