Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 16,080 $7.23M 1% +290 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 16,077 $7.23M 1.73% -412 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 16,071 $7.23M 2.37% -504 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 16,071 $7.23M 1.6% +1,762 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 16,052 $7.22M 1.07% +1,275 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 16,051 $7.22M 0.12% +246 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 16,043 $7.21M 3.44% -130 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 16,017 $7.2M 0.09% -269 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 16,015 $7.2M 1.19% -4,600 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 16,002 $7.2M 0.2% +100 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 16,002 $7.2M 2.57% -3,735 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 15,961 $7.18M 13.45% -2,627 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 15,956 $7.18M 5.53% 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 15,909 $7.15M 0.18% -586 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 16,323 $7.15M 1.13% +1,700 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 15,897 $7.15M 0.34% +5,410 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 15,885 $7.14M 1.52% -297 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 15,808 $7.11M 0.32% +137 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 15,801 $7.11M 1.1% +796 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 15,745 $7.08M 0.47% +136 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 15,657 $7.04M 1.61% +788 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 16,212 $7.02M 0.28% -2,667 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 15,481 $6.96M 1.64% +152 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 15,442 $6.94M 0.69% +989 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 15,442 $6.94M 0.96% +2,822 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15,430 $6.94M 0.15% +459 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 15,388 $6.92M 2.4% -1,468 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 15,378 $6.92M 0.12% +4,237 13F-HR/A Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 15,345 $6.9M 0.92% +2,113 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 16,225 $6.9M 3.04% +509 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 15,231 $6.85M 1.77% -889 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 15,213 $6.84M 1.26% +14,083 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 15,175 $6.82M 0.93% +406 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 15,020 $6.75M 4.51% -1,143 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 15,003 $6.75M 0.54% +1,622 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 14,988 $6.74M 1.46% -13 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 14,961 $6.73M 0.2% +100 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 14,920 $6.71M 0.04% -1,900 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 15,540 $6.7M 0.68% -290 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 14,870 $6.69M 0.22% -1,799 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 14,866 $6.69M 0.79% -712 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 14,861 $6.68M 0.86% -494 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 14,805 $6.66M 0.57% -895 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 14,785 $6.65M 1.33% +504 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 14,739 $6.63M 0.44% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 14,683 $6.6M 0.52% +1,212 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 14,606 $6.57M 0.05% +66 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 14,605 $6.57M 0.9% +14,064 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 14,594 $6.56M 3.51% -987 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 14,554 $6.55M 1.87% -3,264 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 14,511 $6.53M 1.39% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,441 $6.49M 0.24% -405 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14,374 $6.46M 0.07% -166 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 14,341 $6.45M 0.51% +1,158 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 14,335 $6.45M 0.46% +399 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 14,323 $6.44M 0.17% +112 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 14,311 $6.44M +253 Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,288 $6.43M 1.19% +421 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 14,308 $6.42M 1.04% -774 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 14,223 $6.4M 0.7% +299 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 14,174 $6.37M 0.09% +58 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 14,110 $6.35M 2.89% 0 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 14,097 $6.34M 0.47% -1,485 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 14,087 $6.34M 0.79% -79 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 14,051 $6.32M 1.21% -1,101 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 14,009 $6.3M 0.07% -502 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 13,973 $6.28M 0.11% +555 13F-HR/A Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 13,824 $6.28M 1.61% +624 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 13,943 $6.27M 0.2% -618 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 13,814 $6.21M 0.4% +468 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 13,813 $6.21M 0.78% -52 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 13,802 $6.21M 0.19% -120 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 13,795 $6.2M 2.11% +447 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 13,776 $6.2M 1.99% +149 13F-HR/A Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 13,760 $6.19M 0.66% +1,999 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13,756 $6.19M 0.02% -1,597 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 13,671 $6.15M +1,729 Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 13,617 $6.12M 0.16% +1,817 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 13,571 $6.1M 2.11% +8 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 13,520 $6.08M 1.03% +62 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 13,520 $6.08M 0.16% +2,082 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 13,506 $6.07M 3.03% +131 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 13,484 $6.06M 2.92% -49 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 13,475 $6.06M 0.52% +851 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 13,468 $6.06M 3.37% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 13,445 $6.05M 0.45% -915 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 13,439 $6.04M 1.22% +895 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 13,424 $6.04M 2.12% +3,069 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,422 $6.04M 0.12% -964 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,740 $6.03M 0.51% +2,019 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,370 $6.01M 0.12% +254 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 13,357 $6.01M 0.46% +406 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 13,351 $6M 0.34% +1 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 13,340 $6M 0.49% -75 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 13,898 $6M 0.39% +31 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 13,320 $5.99M 0.55% -358 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 13,312 $5.99M 0.64% +2,036 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 13,305 $5.98M 1.76% -760 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 13,304 $5.98M 0.5% +864 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 13,240 $5.95M 2.68% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 13,216 $5.94M 1.4% -926 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 13,213 $5.94M 1.68% +7,296 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 13,211 $5.94M 0.34% -2,351 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 13,143 $5.91M 1.73% 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 13,130 $5.9M 0.43% +1,441 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 13,098 $5.89M 0.41% -751 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 13,098 $5.89M 4.14% -290 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 13,079 $5.88M 0.66% +1,145 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 13,031 $5.86M 1.36% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 13,021 $5.86M 1.14% +642 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 13,007 $5.85M 0.88% -182 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 12,964 $5.83M 1.32% +50 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 12,952 $5.82M 1.23% +2,666 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 12,910 $5.81M 0.47% +848 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 12,898 $5.8M 3.92% +268 13F-HR/A Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 12,895 $5.8M 0.1% +10 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 12,887 $5.8M 0.39% -252 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,863 $5.79M 1.1% -196 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 12,878 $5.79M 1.41% -1,446 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 12,843 $5.78M 0.09% -11,517 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 12,833 $5.77M 1.06% -14 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 12,825 $5.77M 1.08% +171 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 12,785 $5.75M 0.77% -768 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,750 $5.73M 0.16% +133 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 12,748 $5.73M 0.33% -272 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 12,736 $5.73M 0.89% +1,425 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,683 $5.7M 0.68% +669 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 12,674 $5.7M 1.51% +33 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 12,672 $5.7M 0.54% -1,661 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 12,651 $5.69M 0.99% +5,552 13F-HR Timeline Kinetic Partners Management, LP More: the full row for Kinetic Partners Management, LP 12,648 $5.69M 0.28% -4,800 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 12,633 $5.68M 0.45% +778 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 12,588 $5.66M 0.25% -115 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 12,521 $5.63M 0.84% +193 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,389 $5.63M 0.38% +3,014 13F-HR Timeline MORGENS WATERFALL VINTIADIS & CO INC More: the full row for MORGENS WATERFALL VINTIADIS & CO INC 12,500 $5.62M 4.12% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 12,500 $5.62M 0.53% +406 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 12,473 $5.61M 0.16% +2,731 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,446 $5.6M 0.06% +575 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 12,438 $5.59M 0.44% -2 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 12,414 $5.58M 0.35% -452 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,412 $5.58M 0.32% -12,677 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 12,406 $5.58M 0.08% +5,019 13F-HR Timeline Group K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 12,389 $5.57M 0.74% -8,453 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 12,373 $5.56M 0.23% -5 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 12,351 $5.55M 1.67% -1,020 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 12,350 $5.55M 1.91% -109 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 12,343 $5.55M 3.08% -136 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,282 $5.52M 0.75% +92 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 12,279 $5.52M 0.24% -4,108 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,258 $5.51M 0.25% +1,327 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 12,254 $5.51M 0.18% +1,925 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 12,244 $5.51M 0.15% +20 13F-HR Timeline Group Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 12,236 $5.5M 2.96% -66 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 12,731 $5.49M 0.1% +6,350 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 12,212 $5.49M 0.37% +3,602 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 12,196 $5.49M 3.51% +9 13F-HR/A Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 12,179 $5.48M 0.32% -686 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 12,178 $5.48M 0.25% 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 12,515 $5.47M 2.81% +1,138 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 12,173 $5.47M 0.92% +9,671 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,168 $5.47M 0.2% +27 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 12,028 $5.47M 5.73% 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 12,111 $5.45M 1.56% -33 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 12,109 $5.45M 4.39% -250 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 12,106 $5.44M 1.66% +605 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 12,046 $5.42M 1.43% -50 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 12,035 $5.41M 0.97% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 12,017 $5.4M 1.04% -6,055 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 12,016 $5.4M 0.06% -2,278 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 11,999 $5.4M 3.91% -35 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,941 $5.37M 0.13% +2,115 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 11,934 $5.37M 0.19% new 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 11,919 $5.36M 0.75% -139 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 11,907 $5.35M 0.84% +1,230 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 11,882 $5.34M 0.59% +111 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 11,843 $5.33M 0.77% -869 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 11,944 $5.32M 0.93% +2,477 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 11,815 $5.31M 3.21% +299 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 11,811 $5.31M 0.54% -396 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,775 $5.3M 0.35% +844 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 11,776 $5.3M 0.36% +960 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 11,759 $5.29M 0.66% -391 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 11,719 $5.27M 0.68% -27,881 13F-HR Timeline MISHPACHA HOLDINGS CORP More: the full row for MISHPACHA HOLDINGS CORP 11,704 $5.26M 4.4% 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 11,695 $5.26M 0.35% +341 13F-HR Timeline Meiji Yasuda America Inc More: the full row for Meiji Yasuda America Inc 11,680 $5.25M 1.21% 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 11,655 $5.24M 0.45% -250 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 11,652 $5.24M 2.33% -608 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 11,628 $5.23M 0.56% +660 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 11,600 $5.22M 0.35% 0 13F-HR Timeline Lynch Asset Management, Inc. 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