Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 10,886 $3.87M 3.17% -20 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 10,885 $3.86M 0.72% +1,242 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 10,872 $3.86M 0.46% +282 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 10,868 $3.86M 0.25% -252 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 10,866 $3.86M 0.9% +348 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 10,990 $3.85M 1.6% -175 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 10,805 $3.84M 1.43% -27 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 10,735 $3.81M 1.25% -398 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 10,730 $3.81M 0.24% -61 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10,652 $3.78M 0.6% -200 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 10,689 $3.78M 1.82% -1,570 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 10,945 $3.78M 1.03% -3,836 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 10,579 $3.77M 0.4% -167,691 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 10,621 $3.77M 1.5% -46 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,608 $3.77M 1.05% +55 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,576 $3.75M 1.4% +722 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,570 $3.75M 0.81% -69 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 10,514 $3.75M 0.74% -1,176 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 10,542 $3.74M 1.96% -577 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,512 $3.73M 1.03% -287 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 10,494 $3.73M 1.07% -86 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 10,468 $3.72M 2.98% -169 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 10,478 $3.72M 3.62% -171 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 10,471 $3.72M 1.87% +125 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 10,462 $3.71M 2.08% +69 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 10,462 $3.71M 0.12% +326 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10,459 $3.71M 0.76% +225 13F-HR/A Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 10,453 $3.71M 1.7% -390 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 10,440 $3.71M 1.73% -161 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 10,437 $3.71M 2.29% +5 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,429 $3.7M 0.36% +11 13F-HR Timeline Group Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 10,992 $3.7M 0.95% +40 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,379 $3.7M 0.6% -447 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,421 $3.7M 0.11% +123 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,365 $3.68M 0.35% -652 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,340 $3.67M 0.76% -3 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 10,967 $3.67M 1.07% -1,976 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 10,328 $3.67M 0.36% +5,442 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 10,317 $3.66M 1.16% +193 13F-HR/A Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 10,304 $3.66M 1.54% -814 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 10,294 $3.65M 0.82% +1,183 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 10,284 $3.65M 1% -790 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 10,276 $3.65M 1.54% +124 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 10,271 $3.65M 0.58% new 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 10,262 $3.64M 0.48% -110 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 10,254 $3.64M 0.9% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 10,228 $3.63M 0.91% -103 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 10,222 $3.63M 0.37% +124 13F-HR Timeline Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 10,200 $3.62M 1.18% new 13F-HR Timeline Group WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 10,195 $3.62M 1.93% -478 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,192 $3.62M 0.11% +616 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 10,185 $3.62M 0.47% +487 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 10,183 $3.62M 0.9% +412 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 10,180 $3.61M 0.08% +138 13F-HR Timeline SANDER CAPITAL ADVISORS INC More: the full row for SANDER CAPITAL ADVISORS INC 10,175 $3.61M 1.65% +80 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 10,170 $3.61M 0.89% +100 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 10,159 $3.61M 2.11% +54 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 10,153 $3.6M 1.18% -195 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 10,150 $3.6M 1.05% +243 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 10,116 $3.59M 0.66% +528 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 10,080 $3.58M 0.64% -46 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 10,072 $3.58M 1.82% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 10,293 $3.57M 0.21% +873 13F-HR/A Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,058 $3.57M 1.09% 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 10,054 $3.57M 1.85% +474 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 10,033 $3.56M 0.26% -170 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 10,013 $3.56M 1.74% -625 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 10,001 $3.55M 0.67% new 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 10,000 $3.55M 0.08% -1,200 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,991 $3.55M 0.76% -4,106 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 9,990 $3.55M 2.12% -35 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,986 $3.55M 1.4% -1,055 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 9,980 $3.54M 1.27% -4,851 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 9,968 $3.54M 0.79% -802 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,915 $3.52M 0.34% +900 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 9,914 $3.52M 2.07% 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 9,911 $3.52M 0.23% -160 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 9,886 $3.51M 0.84% -136 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 9,880 $3.51M 1.69% -99 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 9,879 $3.51M 0.65% -1,748 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,874 $3.51M 0.29% +351 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 9,871 $3.5M 0.84% +160 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 9,855 $3.5M 0.75% -1,875 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 9,851 $3.5M 2.18% +4,330 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 9,846 $3.5M 0.64% -45 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 9,839 $3.49M 2.71% +45 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 9,790 $3.48M 1% -54 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 9,781 $3.47M 2.55% -145 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 9,781 $3.47M 2.01% +889 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 9,758 $3.46M 0.41% +27 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,756 $3.46M 1.07% -1,542 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 9,745 $3.46M 0.92% +766 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 9,757 $3.46M 1.05% -115 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 9,743 $3.46M 0.07% -114 13F-HR/A Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 9,687 $3.44M 1.35% -88 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 9,679 $3.44M 2.44% +2 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 9,654 $3.43M 1.23% -565 13F-HR/A Timeline MWA Asset Management More: the full row for MWA Asset Management 9,653 $3.43M 2.1% -85 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 9,860 $3.42M 2.47% +387 13F-HR Timeline CNB Bank More: the full row for CNB Bank 9,630 $3.42M 1.62% -139 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 9,621 $3.42M 0.8% -503 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 9,614 $3.41M 0.33% +4,036 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 9,605 $3.41M 1.16% -46 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 9,592 $3.41M 1.02% +107 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,588 $3.4M 0.84% -92 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 9,567 $3.4M 1.6% -200 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 9,558 $3.39M 1.86% -73 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 9,545 $3.39M 2.91% -227 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,539 $3.39M 0.28% -99 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 9,477 $3.36M 1.8% -1,158 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,421 $3.36M 1.27% -74 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 9,461 $3.36M 0.42% 0 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 9,445 $3.35M 0.53% +1 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 9,955 $3.35M 0.8% -677 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 9,440 $3.35M 1.16% -806 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 9,437 $3.35M 0.26% +4 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 9,434 $3.35M 2.49% +21 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 9,414 $3.34M 1.65% -157 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 9,401 $3.34M 2.65% -35 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,391 $3.33M 0.42% -825 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 9,387 $3.33M 0.43% +362 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 9,373 $3.33M 0.81% -273 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 9,372 $3.33M 0.06% +1,183 13F-HR Timeline Group Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 9,342 $3.32M 1.13% +4,960 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 9,339 $3.32M 2.34% +1,764 13F-HR/A Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 9,336 $3.31M 1.06% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,333 $3.31M 0.24% +1,176 13F-HR Timeline Tikehau Investment Management More: the full row for Tikehau Investment Management 9,300 $3.3M 5.15% -9,000 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 9,298 $3.3M 0.58% +90 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,288 $3.3M 0.36% +174 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,275 $3.29M 0.25% +156 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 9,256 $3.29M 0.86% +93 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 9,246 $3.28M 1.1% -295 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 9,239 $3.28M 0.29% +360 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 9,219 $3.27M 1.48% -259 13F-HR Timeline Group 1776 Wealth LLC More: the full row for 1776 Wealth LLC 9,205 $3.27M 1.35% -141 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 9,202 $3.27M +513 Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 9,152 $3.25M 1.67% -193 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 9,076 $3.22M 0.4% -811 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 9,067 $3.22M 0.14% -149 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 9,045 $3.21M 0.14% -74 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,021 $3.2M 0.16% +3,972 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,013 $3.2M 0.69% +600 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 9,000 $3.2M 0.3% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 8,993 $3.19M 0.52% -16 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 8,986 $3.19M 0.37% +56 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 8,971 $3.19M 0.31% +1,168 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 8,969 $3.18M 0.58% +12 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 9,202 $3.18M -388 Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,949 $3.18M 0.38% -392 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 8,922 $3.17M 1.14% +708 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 8,918 $3.17M 0.07% -366 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,917 $3.17M 0.24% +229 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,912 $3.16M 1.13% 0 13F-HR Timeline Group Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 8,893 $3.16M 0.65% -1,593 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 8,885 $3.15M 0.48% -200 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 8,867 $3.15M 0.08% -1,047 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 8,845 $3.14M 2.74% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,845 $3.14M 0.69% +144 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 8,824 $3.13M 0.17% +1,005 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 8,824 $3.13M 0.13% +350 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 8,806 $3.13M 0.14% -4,869 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,806 $3.13M 0.83% +1 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,805 $3.13M 0.29% +666 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 8,799 $3.12M 1.63% -83 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,788 $3.12M 0.81% +3,025 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 8,720 $3.1M 2.4% -190 13F-HR Timeline TREMBLANT CAPITAL GROUP in group TREMBLANT CAPITAL GROUP More: the full row for TREMBLANT CAPITAL GROUP 8,718 $3.1M 0.3% +233 13F-HR Timeline Group NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 8,699 $3.09M 0.21% +1,292 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 8,695 $3.09M 0.31% -382 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,694 $3.09M 0.24% -3,242 13F-HR/A Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 9,274 $3.08M 3.11% +138 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 8,673 $3.08M 0.11% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,664 $3.08M 1.29% -2,427 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 8,651 $3.07M 0.96% 0 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 8,750 $3.07M 0.79% 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,646 $3.07M 0.33% -517 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 8,645 $3.07M 1.38% -3,353 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 8,624 $3.06M 1.62% +157 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,608 $3.06M 0.27% +668 13F-HR/A Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 8,602 $3.05M 0.9% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 8,597 $3.05M 0.73% -238 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,580 $3.05M 0.38% -94 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,573 $3.04M 0.27% +43 13F-HR/A Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 8,561 $3.04M 0.32% +81 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 8,544 $3.03M 0.89% +180 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 8,544 $3.03M 2.96% -80 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 8,533 $3.03M 0.93% -205 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,515 $3.02M 1.49% -360 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 8,510 $3.02M 1.61% +16 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 8,508 $3.02M 0.3% +6,431 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,505 $3.02M 0.23% -442 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 8,500 $3.02M 1.81% +8,423 13F-HR Timeline Group Savoie Capital LLC More: the full row for Savoie Capital LLC 8,500 $3.02M 0.38% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,442 $3M 1.5% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,427 $2.99M 0.6% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,422 $2.99M 0.29% +419 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 8,410 $2.99M 1.25% -468 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 8,404 $2.98M 0.7% +48 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,372 $2.97M 1.32% -216 13F-HR Timeline