Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 11,519 $3.64M 0.33% +173 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 11,501 $3.63M 2.34% +280 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 11,470 $3.62M 0.22% +534 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 11,466 $3.62M 1.54% -346 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 11,464 $3.62M 2.64% 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 11,456 $3.62M 2.56% -20 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 11,446 $3.62M 1.26% -381 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 11,407 $3.6M 0.95% +406 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,386 $3.6M 0.43% -68 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 11,350 $3.59M 0.6% +230 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 11,329 $3.58M 1.36% +614 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 11,059 $3.58M 0.56% +72 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,315 $3.58M 1.21% +8 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 11,304 $3.57M 1.93% +243 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 11,288 $3.57M 2.49% -314 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 11,283 $3.57M 1.57% -103 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 11,266 $3.56M 1.17% 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 11,262 $3.56M 1.79% 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 11,245 $3.55M 1.63% +216 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 11,228 $3.55M 0.63% -191 13F-HR/A Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 11,219 $3.55M 1.16% -1,756 13F-HR/A Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 11,213 $3.54M 1.06% +921 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 11,210 $3.54M 2.78% -128 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 11,200 $3.54M 0.09% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 11,195 $3.54M 0.52% +5,686 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,178 $3.53M 0.22% +416 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 11,137 $3.52M 1.03% -157 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 11,129 $3.52M 2.33% +2,674 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 11,120 $3.51M 0.82% +3,900 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 11,086 $3.5M 1.59% +153 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 11,057 $3.49M 0.58% -7,392 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 11,050 $3.49M 2.1% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,049 $3.49M 0.33% +398 13F-HR Timeline Wills Financial Group, Inc. More: the full row for Wills Financial Group, Inc. 11,049 $3.49M 1.51% +4,882 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 11,044 $3.49M 0.23% -43 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,039 $3.49M 0.38% -1,506 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,034 $3.49M 0.74% -30 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 11,017 $3.48M 1.12% +412 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 10,997 $3.48M 1.14% -141 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,995 $3.47M 0.04% -11,069 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,992 $3.47M 0.4% -739 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 10,966 $3.47M 0.87% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 10,958 $3.46M 0.72% -2 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,936 $3.46M 0.42% +5,699 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 10,934 $3.46M 0.5% -2,405 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 10,930 $3.45M 0.06% +1,449 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 10,948 $3.45M 3.33% 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 10,912 $3.45M 1.6% -50 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 10,891 $3.44M 0.37% +3,324 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,285 $3.44M 0.74% +1,176 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 10,885 $3.44M 0.41% -75 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 13,889 $3.44M 0.9% -100 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 10,864 $3.43M 0.18% +462 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,860 $3.43M 0.6% -3,370 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 10,853 $3.43M 0.83% +763 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 10,842 $3.43M 2.75% -247 13F-HR Timeline CNB Bank More: the full row for CNB Bank 10,822 $3.42M 1.59% +168 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 10,810 $3.42M 1.31% +12 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,798 $3.41M 0.76% +1 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 10,790 $3.41M 1.62% -30 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 10,774 $3.41M 1.26% -6,797 13F-HR/A Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 10,763 $3.4M 2.01% +222 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 10,762 $3.4M 2.94% -50 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 10,751 $3.4M 0.45% +263 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 10,738 $3.39M 0.25% -5,760 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 10,726 $3.39M 1.4% 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 10,723 $3.39M 2% 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 10,703 $3.38M 0.83% +399 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 10,695 $3.38M 0.29% -27 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 10,688 $3.38M 0.51% +111 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 10,688 $3.38M 1.58% +288 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10,662 $3.37M 0.58% +10 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 10,661 $3.37M 0.24% -901 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 10,634 $3.36M 1.4% +411 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 10,629 $3.36M 2.8% +222 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 10,617 $3.36M 0.67% +452 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 10,580 $3.34M 1.01% 0 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,548 $3.33M 1% -254 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 10,548 $3.33M 2.72% -1,080 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 10,513 $3.32M 1.18% 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 10,508 $3.32M 0.79% +113 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 10,503 $3.32M 1.89% +40 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,462 $3.32M 0.81% +86 13F-HR Timeline Olstein Capital Management, L.P. More: the full row for Olstein Capital Management, L.P. 10,500 $3.32M 0.58% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,497 $3.32M 0.73% -141 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,494 $3.32M 0.36% +3,036 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10,487 $3.31M 0.23% +275 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,464 $3.31M 0.13% -186 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 10,436 $3.3M 0.4% +291 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 10,432 $3.3M 0.89% -247 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 10,429 $3.3M 2.2% -630 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 10,425 $3.29M 0.59% -219 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 10,412 $3.29M 0.07% -3,242 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 10,404 $3.29M 2.05% +1,299 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 10,366 $3.28M 0.28% -92 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 10,347 $3.27M 0.68% +785 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 10,274 $3.25M 2.01% +410 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 10,274 $3.25M 0.82% +227 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 10,272 $3.25M 1.09% -892 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 10,243 $3.24M 1.52% 13F-HR/A Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,220 $3.23M 0.11% -290 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 10,180 $3.22M 1.29% -135 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 10,176 $3.22M 2.09% -95 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 10,173 $3.22M 1% +664 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 10,169 $3.21M 2.05% +23 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10,159 $3.21M 0.67% +206 13F-HR/A Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 10,132 $3.2M 2.97% 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 10,101 $3.19M 2.32% -122 13F-HR Timeline SANDER CAPITAL ADVISORS INC More: the full row for SANDER CAPITAL ADVISORS INC 10,094 $3.19M 1.47% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 10,090 $3.19M 0.36% -424 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 10,083 $3.19M 1.49% 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,069 $3.18M 0.65% +836 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,047 $3.18M 0.05% +1,208 13F-HR/A Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 10,020 $3.17M 0.82% -150 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 10,019 $3.17M 0.82% +14 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 10,019 $3.17M 0.91% -112 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 9,076 $3.16M 3.47% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 9,976 $3.15M 0.88% +321 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 9,947 $3.14M 0.48% -326 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,939 $3.14M 0.86% -127 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 9,933 $3.14M 1.14% 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 9,932 $3.14M 0.8% -110 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 9,930 $3.14M 0.59% -28 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,865 $3.12M 0.28% -179 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 9,863 $3.12M 1.22% -21 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 9,860 $3.12M 1.23% +4,179 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 9,824 $3.1M 1.02% -102 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 9,816 $3.1M 1.78% -739 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 9,785 $3.09M 0.77% -410 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 9,784 $3.09M 2.49% 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,774 $3.09M 0.94% +78 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 9,770 $3.09M 0.12% 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 9,768 $3.09M 1.42% -35 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 9,762 $3.09M 0.49% +4,610 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 9,751 $3.08M 0.7% -502 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 9,747 $3.08M 2.05% -88 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 9,731 $3.08M 0.4% -7,934 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 9,728 $3.07M 1.79% -132 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 9,727 $3.07M 0.96% +302 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 9,722 $3.07M 2.73% +2,115 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,710 $3.07M 0.37% +563 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 9,905 $3.06M 1.06% +295 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,678 $3.06M 0.11% +1,361 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 11,113 $3.06M 0.97% +2,415 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 9,623 $3.05M 0.46% +37 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 9,635 $3.05M 1.63% -422 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 9,596 $3.03M 1.61% +517 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9,578 $3.03M 0.34% +411 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 9,567 $3.02M 0.26% +79 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 9,540 $3.02M 1.1% +146 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 9,511 $3.01M 2.17% 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 9,500 $3M 0.77% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 9,491 $3M 1.51% -23 13F-HR Timeline Group LORD, ABBETT & CO. LLC More: the full row for LORD, ABBETT & CO. LLC 9,487 $3M 0.01% +2,496 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,456 $2.99M 0.27% +274 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 9,456 $2.99M 1.23% +213 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 9,447 $2.99M 0.78% +464 13F-HR Timeline Northcape Capital Pty Ltd More: the full row for Northcape Capital Pty Ltd 9,438 $2.98M 0.48% -3,458 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 9,437 $2.98M 0.6% +217 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 9,425 $2.98M 0.22% +3 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 9,421 $2.98M 1.37% +1 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 9,409 $2.97M 2.34% -95 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 9,399 $2.97M 1.46% -131 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 9,388 $2.97M 0.2% +306 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 9,373 $2.96M 0.68% -434 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,357 $2.96M 0.38% -400 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,350 $2.96M 0.4% +156 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 9,336 $2.95M 0.97% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,318 $2.94M 0.35% +560 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 9,313 $2.94M 1.05% +139 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 9,279 $2.93M 0.07% -329 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 9,274 $2.93M 1.69% -96 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 9,255 $2.92M 0.59% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,233 $2.92M 0.29% -189 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 9,229 $2.92M 1.11% +3,663 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 9,217 $2.91M 0.8% -3 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 9,354 $2.91M +168 Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 9,202 $2.91M 1.76% +138 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,197 $2.91M 0.34% -9 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 9,189 $2.9M 0.22% -500 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 9,113 $2.88M 1.29% -75 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 9,110 $2.88M 2.88% +225 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 9,101 $2.88M 1.79% -36 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 9,098 $2.88M 0.51% +75 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,051 $2.86M 0.8% -252 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 9,004 $2.85M 0.4% -203 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 9,000 $2.84M 0.37% -44,134 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 8,958 $2.83M 1.38% -76 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 8,935 $2.82M 0.68% -271 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 8,910 $2.82M 2.59% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,902 $2.81M 0.55% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,900 $2.81M 0.13% +310 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,886 $2.81M 0.51% -37,006 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,882 $2.81M 0.3% -608 13F-HR/A Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 8,879 $2.81M 0.26% +2 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 8,842 $2.79M 0.58% +672 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 8,808 $2.78M 1.96% -112 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 8,804 $2.78M 0.75% +61 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 8,795 $2.78M 0.1% +984 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 8,794 $2.78M 0.13% +3,235 13F-HR Timeline