Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,074 $3.88M 0.82% +40 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 11,074 $3.88M 1.13% +300 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 11,045 $3.87M 0.67% +5,698 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 11,041 $3.87M 1.69% -204 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,031 $3.87M 1.37% -284 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 10,649 $3.86M 3.78% -299 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 10,952 $3.86M 1.05% -972 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,017 $3.86M 0.41% -22 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 11,002 $3.86M 1.07% -603 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,941 $3.83M 0.15% +477 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 10,927 $3.83M 2.73% -283 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 10,906 $3.82M 3.25% +277 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 10,891 $3.82M 0.86% -1,956 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 10,866 $3.81M 0.7% +1,104 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10,852 $3.8M 0.65% +190 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 10,843 $3.8M 1.84% +53 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 10,832 $3.8M 1.47% -165 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,826 $3.79M 0.85% +364 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,807 $3.79M 0.5% +1,489 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,799 $3.78M 1.08% -338 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 10,791 $3.78M 0.27% +130 13F-HR Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 10,783 $3.78M 0.01% -2,384,938 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 10,772 $3.78M 0.72% -285 13F-HR/A Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 10,770 $3.77M 1.23% -83 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 10,766 $3.77M 0.59% +78 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 10,673 $3.74M 2.26% -50 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 10,667 $3.74M 1.58% -59 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 12,126 $3.74M 0.75% -89 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 10,651 $3.73M 5.29% -3,458 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,639 $3.73M 0.92% -159 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 10,638 $3.73M 1.75% -50 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 10,637 $3.73M 3.04% -125 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 10,635 $3.73M 2.27% -694 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 10,632 $3.73M 0.98% -1,231 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 10,601 $3.72M 1.87% -311 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 10,590 $3.71M 0.46% +154 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 10,580 $3.71M 1.17% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 10,573 $3.71M 2.42% -269 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,553 $3.7M 1.18% +5 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 10,518 $3.69M 0.95% +86 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 10,486 $3.67M 0.85% -472 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 10,484 $3.67M 2.72% +9,752 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 10,458 $3.67M 0.32% +92 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 10,432 $3.66M 2.33% +263 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,418 $3.65M 0.42% -574 13F-HR Timeline Group Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 10,393 $3.64M 2.18% -370 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 10,372 $3.63M 0.54% -379 13F-HR/A Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 10,348 $3.63M 1.31% -165 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 10,346 $3.63M 2.05% -157 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,343 $3.62M 0.8% -154 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 10,331 $3.62M 1.06% +7,974 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 10,326 $3.62M 1.53% -308 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,298 $3.61M 0.12% +78 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 10,275 $3.6M 2.55% -129 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 10,254 $3.59M 0.95% +235 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 10,246 $3.59M 1.38% -1,393 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 10,241 $3.59M 2.25% +8,178 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10,234 $3.59M 0.77% +75 13F-HR/A Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 10,219 $3.58M 1.34% +286 13F-HR/A Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,216 $3.58M 0.51% +1,771 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 10,203 $3.58M 0.29% -3,352 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 10,155 $3.56M 1.2% -117 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 10,152 $3.56M 1.65% +69 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 10,136 $3.55M 0.3% +680 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 10,136 $3.55M 0.13% -3,779 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 10,126 $3.55M 0.68% +196 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 10,124 $3.55M 0.94% -150 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 10,124 $3.55M 1.28% +264 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 10,105 $3.54M 2.33% -169 13F-HR/A Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 10,098 $3.54M 0.41% +8 13F-HR Timeline SANDER CAPITAL ADVISORS INC More: the full row for SANDER CAPITAL ADVISORS INC 10,095 $3.54M 1.86% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10,071 $3.53M 0.25% -416 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 10,070 $3.53M 0.95% +50 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 10,042 $3.52M 0.08% +763 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 10,025 $3.51M 2.24% -151 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 10,022 $3.51M 0.88% -681 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 9,979 $3.5M 1.8% +705 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 9,926 $3.48M 2.86% -175 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 9,920 $3.48M 0.43% -965 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 9,914 $3.47M 0.08% -498 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 9,907 $3.47M 1% -112 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 9,891 $3.47M 0.67% +106 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 9,887 $3.46M 0.46% -60 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 9,872 $3.46M 1.2% -33 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 9,857 $3.45M 0.09% +1,647 13F-HR/A Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,854 $3.45M 1.63% -1,806 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 9,844 $3.45M 1.12% -329 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 9,794 $3.43M 2.85% +10 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,238 $3.43M 0.78% -47 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 9,775 $3.43M 1.48% -88 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 9,772 $3.42M 3.44% -360 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,771 $3.42M 0.94% -168 13F-HR Timeline CNB Bank More: the full row for CNB Bank 9,769 $3.42M 1.73% -1,053 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 9,767 $3.42M 1.69% -1 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 9,738 $3.41M 2.37% -9 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 9,731 $3.41M 0.46% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,725 $3.41M 0.46% +375 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 9,711 $3.4M 0.92% -1,965 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,698 $3.4M 0.49% -1,236 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,680 $3.39M 0.9% +629 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 9,677 $3.39M 2.58% -752 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 9,681 $3.39M 0.4% +3,571 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 9,651 $3.38M 1.28% -1,435 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 9,646 $3.38M 0.89% -286 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 9,643 $3.38M 0.68% +992 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,638 $3.38M 0.31% -227 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 9,632 $3.38M 1.37% +176 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 9,631 $3.38M 1.94% -97 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,622 $3.37M 0.62% -1,238 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 9,588 $3.36M 0.67% +151 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 9,580 $3.36M 1.87% +4,354 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 9,576 $3.36M 0.12% +781 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 9,571 $3.35M 1.93% -25 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 9,541 $3.34M 1.25% +1 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,523 $3.34M 0.3% +5,740 13F-HR/A Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 9,500 $3.33M 0.79% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 9,485 $3.32M 1.22% +172 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 9,548 $3.32M 0.51% -75 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 9,478 $3.32M 1.67% -13 13F-HR Timeline Group Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 9,473 $3.32M 2.6% -2,399 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 9,461 $3.32M 0.46% +2,247 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 9,617 $3.31M 1.74% +106 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 9,444 $3.31M 0.68% +918 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 9,436 $3.31M 2.67% -1,112 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 9,433 $3.31M 0.29% +8 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,420 $3.3M 0.28% -1,758 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 9,413 $3.3M 2.65% +4 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 9,409 $3.3M 2.76% -3,641 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 9,396 $3.29M 0.64% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,391 $3.29M 0.05% -656 13F-HR Timeline Group 1776 Wealth LLC More: the full row for 1776 Wealth LLC 9,346 $3.28M 1.5% -75 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 9,345 $3.28M 1.87% -290 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,341 $3.27M 0.42% -16 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 9,336 $3.27M 1.1% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,708 $3.27M 0.54% 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 9,284 $3.25M 0.08% +2,332 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 9,216 $3.23M 0.15% -10,136 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 9,208 $3.23M 0.62% +110 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 9,185 $3.22M 2.79% +469 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,163 $3.21M 0.38% -34 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 9,163 $3.21M 0.93% -54 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 9,590 $3.21M +236 Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 9,119 $3.2M 0.15% +325 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,119 $3.2M 0.31% -3,744 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,114 $3.19M 0.59% +411 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 9,111 $3.19M 0.83% -640 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 9,085 $3.18M 0.66% -170 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9,077 $3.18M 0.36% -501 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 9,136 $3.18M 3.6% +60 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 9,046 $3.17M 0.65% -14,944 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 9,025 $3.16M 0.45% +21 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,015 $3.16M 0.38% -695 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 9,009 $3.16M 0.6% -1,416 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,003 $3.16M 0.61% +101 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 9,000 $3.15M 0.35% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 8,979 $3.15M 0.94% +5,320 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 8,966 $3.14M 4.69% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 8,957 $3.14M 0.69% -1,390 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,947 $3.14M 0.26% +2,113 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,495 $3.13M 1.32% -2,194 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 8,930 $3.13M 1.55% -28 13F-HR Timeline Otter Creek Advisors, LLC More: the full row for Otter Creek Advisors, LLC 8,914 $3.12M 2.18% -5,886 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,912 $3.12M 1.33% +3,200 13F-HR Timeline Group Sierra Legacy Group More: the full row for Sierra Legacy Group 8,910 $3.12M 2.85% 0 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 8,892 $3.12M 2.02% -310 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 8,882 $3.11M 1.67% +216 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 8,879 $3.11M 0.3% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 8,878 $3.11M 1.42% -235 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,875 $3.11M 1.58% -524 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 8,840 $3.1M 0.3% -727 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 8,835 $3.1M 0.79% -100 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 8,831 $3.09M 4.03% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 8,810 $3.09M 1.2% -419 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,805 $3.09M 0.89% +100 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,742 $3.06M 0.13% -3,238 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 8,738 $3.06M 0.96% +40 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,701 $3.05M 0.72% +3,619 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 8,689 $3.05M +103 Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,688 $3.04M 0.26% +229 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 8,685 $3.04M 0.64% +534 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,674 $3.04M 0.39% +68 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 8,673 $3.04M 0.12% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 8,651 $3.03M 1.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 8,637 $3.03M 2.23% -171 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 8,624 $3.02M 3.16% +83 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,602 $3.01M 0.4% +73 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,588 $3.01M 1.5% -61 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,530 $2.99M 0.3% -118 13F-HR/A Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 8,494 $2.98M 1.64% 0 13F-HR Timeline TREMBLANT CAPITAL GROUP in group TREMBLANT CAPITAL GROUP More: the full row for TREMBLANT CAPITAL GROUP 8,485 $2.97M 0.36% +369 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 8,480 $2.97M 0.33% -2,411 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 8,474 $2.97M 0.13% +854 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 8,468 $2.97M 1.2% +276 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 8,459 $2.96M 0.96% -1,268 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,442 $2.96M 1.58% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,427 $2.95M 0.65% -100 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,413 $2.95M 0.69% +250 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,368 $2.93M 0.3% -514 13F-HR/A Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 8,364 $2.93M 0.93% +321 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 8,356 $2.93M 0.76% +281 13F-HR Timeline