FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 14,052 $4.46M 0.15% -1,956 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 14,031 $4.46M 0.29% -359 13F-HR/A Timeline Group Challenger Wealth Management More: the full row for Challenger Wealth Management 14,031 $4.46M 3.09% +96 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 14,018 $4.45M 0.98% +811 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 14,011 $4.45M 1.32% -60 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 13,996 $4.45M 0.81% +26 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 13,972 $4.44M 1.58% 0 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 13,794 $4.43M 0.34% +1,512 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 13,917 $4.42M 0.76% +1,287 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 13,912 $4.42M 0.44% +30 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 13,901 $4.42M 1.73% -22 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,889 $4.41M 0.1% -742 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,839 $4.4M 0.1% -649 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 13,817 $4.39M 1.32% +1,084 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 13,713 $4.39M 0.59% +1,754 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,800 $4.38M 0.3% -1,044 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 13,772 $4.37M 2.95% +22 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 13,711 $4.37M 1.13% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 13,730 $4.36M 1.14% +4,834 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 14,484 $4.36M 0.84% -868 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 13,688 $4.35M 0.09% -291 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 13,664 $4.34M 0.32% +4,967 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 13,639 $4.33M 3.79% +11,239 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,606 $4.32M 0.15% -86 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 13,686 $4.32M 0.77% -279 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 13,580 $4.31M 1.46% +1,950 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 16,612 $4.31M 0.72% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 13,526 $4.3M 0.32% +480 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 13,486 $4.28M 0.39% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 13,485 $4.28M 1.01% +1,362 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 13,469 $4.28M 0.13% +2,684 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 13,458 $4.28M 0.84% +1,133 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 13,425 $4.26M 0.62% +316 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 13,368 $4.25M 0.36% -343 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 13,348 $4.24M 2.69% -579 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 13,319 $4.23M 0.73% -1,310 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 13,308 $4.23M 1.39% +11,705 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 13,289 $4.22M 3.42% +475 13F-HR/A Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 13,284 $4.22M 1.24% +10,050 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 13,251 $4.21M 0.27% -2 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 13,173 $4.18M 0.31% +8,142 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 13,147 $4.18M 0.4% +6,990 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 13,143 $4.18M 3.07% +1,201 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 13,136 $4.17M 1.49% -104 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 13,080 $4.15M 0.74% -3,567 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 13,056 $4.15M 0.3% -482 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 13,034 $4.14M 0.33% +1,241 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 13,030 $4.14M 0.57% +290 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 12,976 $4.12M 0.05% new 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 12,959 $4.12M 0.54% -1,193 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 12,903 $4.1M 3.29% +247 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 12,891 $4.09M 2.62% -75 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,862 $4.09M 0.17% +1,260 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 12,855 $4.08M 0.44% -643 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 12,842 $4.08M 0.79% -266 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 12,815 $4.07M 2.12% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 12,815 $4.07M 1.17% +99 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 12,765 $4.05M 0.28% -1,388 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,746 $4.05M 0.05% +807 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 12,736 $4.05M 0.73% -7 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 12,700 $4.03M 1.06% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 12,779 $4.03M 0.11% +1,335 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 12,669 $4.02M 2.61% -134 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 12,620 $4.01M 0.75% -400 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 12,601 $4M 0.72% +887 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 12,599 $4M 0.36% +220 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 12,593 $4M 0.12% +9,521 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 12,586 $4M 0.74% -37 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 12,550 $3.99M 0.65% +489 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 12,504 $3.97M 1.33% -5 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 12,484 $3.97M 0.05% -524 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 12,478 $3.96M +1,679 Timeline Bell Bank More: the full row for Bell Bank 12,453 $3.96M 0.18% -2,503 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 12,448 $3.95M 0.81% +784 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 12,426 $3.95M 0.3% +5,285 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 12,412 $3.94M 0.25% +1,591 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,404 $3.94M 0.19% -4,927 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 12,395 $3.94M 0.11% -1,842 13F-HR Timeline Group NCP Inc. More: the full row for NCP Inc. 12,393 $3.94M 3.71% -6,346 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 12,363 $3.93M 3.45% +212 13F-HR/A Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 12,319 $3.91M 0.07% -90 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 12,294 $3.91M 1.83% -3,199 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,293 $3.9M 0.1% +461 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 12,260 $3.89M 0.08% -1,073 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,232 $3.89M 0.46% +420 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 12,232 $3.89M 1.71% -274 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,219 $3.88M 0.94% +78 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 12,218 $3.88M 0.45% +940 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 12,214 $3.88M 0.25% +5,737 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 12,196 $3.87M 1.19% -3,011 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,195 $3.87M 0.85% -1,677 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 12,188 $3.87M 1.69% +2,530 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 12,859 $3.87M 1.51% -16,922 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,158 $3.86M 0.64% -4,500 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 12,136 $3.86M 0.52% -973 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 12,135 $3.85M 1.31% +1,011 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 12,125 $3.85M 0.1% -243 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 12,123 $3.85M 0.06% +3,441 13F-HR Timeline Group JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 12,121 $3.85M 2.54% +221 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 12,104 $3.84M 0.21% +1,833 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 12,104 $3.84M 1.35% +1,579 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 12,090 $3.84M 2.9% -43 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 12,075 $3.84M 0.49% +414 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 12,036 $3.82M 0.04% -867 13F-HR Timeline Group CacheTech Inc. More: the full row for CacheTech Inc. 12,024 $3.82M 0.7% -75 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 12,005 $3.81M 0.39% +1,130 13F-HR Timeline RedJay Asset Management Inc. More: the full row for RedJay Asset Management Inc. 12,000 $3.81M 0.89% +4,000 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 11,965 $3.8M 0.04% +3,063 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 11,917 $3.79M 1.06% +28 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 11,836 $3.76M 0.38% -1,166 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 12,624 $3.76M 0.39% -3,767 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 11,831 $3.76M 0.35% -417 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 11,817 $3.75M 2.15% +740 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 11,800 $3.75M 0.23% -3,245 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 11,741 $3.73M 0.09% -5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 11,696 $3.72M 0.36% +233 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 11,694 $3.71M 0.86% -326 13F-HR/A Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 11,254 $3.71M 2.26% +894 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 11,661 $3.7M +2,318 Timeline Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 11,630 $3.69M 2.27% -2,770 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 11,609 $3.69M 0.9% -425 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 11,600 $3.68M 0.24% +400 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 11,554 $3.67M 0.05% -13,295 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 11,500 $3.65M 1.29% +5,000 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,423 $3.63M 0.07% +2,310 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 11,389 $3.62M 2.68% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 11,386 $3.62M 1.29% -478 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 11,356 $3.61M 0.34% -650 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 11,337 $3.6M 0.12% -239 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 11,329 $3.6M 0.69% -770 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,300 $3.59M 0.02% +4,335 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 11,287 $3.59M 0.27% -1,583 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 11,271 $3.58M 0.17% +344 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 11,268 $3.58M 1.67% -181 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,145 $3.54M 0.23% +998 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 11,143 $3.54M 0.14% -858 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 11,140 $3.54M 0.23% -881 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 11,130 $3.54M 0.86% -955 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11,120 $3.53M 0.85% +1,007 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 11,100 $3.53M 1.84% -1,200 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 11,097 $3.53M 0.57% -110 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,096 $3.52M 0.74% +1,162 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 11,093 $3.52M 0.16% -3,906 13F-HR/A Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 11,080 $3.52M 2.03% +87 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 11,079 $3.52M 0.22% -1,245 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,047 $3.51M 0.25% +954 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 11,042 $3.51M 0.29% +547 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 11,031 $3.5M 1.32% -704 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,016 $3.5M 0.04% +838 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 10,996 $3.49M 0.99% -136 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 10,966 $3.48M 1.91% +9 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 10,924 $3.47M 0.22% +2,347 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 10,920 $3.47M 0.08% -59,919 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 10,894 $3.46M 0.02% -24,809 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 10,901 $3.46M 0.57% -149 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,881 $3.46M 0.38% +1,249 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 10,864 $3.45M 1.54% +10,842 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 10,851 $3.45M 1.4% +349 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 10,840 $3.44M 0.46% +833 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 10,829 $3.44M 0.53% +1,012 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 11,070 $3.43M 1.48% +1,246 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 10,771 $3.42M 0.3% +22 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 10,758 $3.42M 0.86% +3,006 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 10,540 $3.41M 0.21% +69 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 10,700 $3.4M 0.16% +723 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,698 $3.4M 0.31% +432 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 10,690 $3.4M 1.79% +176 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 10,672 $3.39M 0.13% -698 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,635 $3.38M 1.12% +5,268 13F-HR/A Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 10,627 $3.38M 0.35% +233 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 10,573 $3.36M 0.12% +4,172 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 10,563 $3.36M 0.54% -1,486 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 10,529 $3.34M 0.4% +2,517 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 10,525 $3.34M 0.6% +108 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 10,513 $3.34M 1.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,503 $3.34M 0.23% +1,358 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,493 $3.33M 0.25% +1,526 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,467 $3.32M 0.21% +95 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 10,461 $3.32M 0.69% +83 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 10,452 $3.32M 0.15% +1,075 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 10,401 $3.3M 0.22% +1,197 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 10,382 $3.3M 1.22% 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 10,374 $3.3M 0.43% +712 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,340 $3.28M 0.27% +1,924 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. 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