Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 10,967 $3.74M 0.85% -42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wills Financial Group LLC More: the full row for Wills Financial Group LLC 10,939 $3.73M 1.53% -80 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 10,902 $3.72M 2.59% +3,660 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 10,896 $3.72M 1.09% -93 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 10,885 $3.72M 0.85% +715 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 10,880 $3.71M 2% -288 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,750 $3.71M 0.82% -1,006 13F-HR Timeline TB Capital Gestao de Recursos Ltda. More: the full row for TB Capital Gestao de Recursos Ltda. 10,874 $3.71M 2.85% +2,900 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 10,829 $3.7M 0.21% +99 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10,822 $3.69M 0.78% -367 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,811 $3.69M 0.52% +432 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 10,800 $3.69M 0.75% +506 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 10,799 $3.69M 0.22% -69 13F-HR Timeline Group Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 10,796 $3.69M 2.89% -90 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 10,737 $3.67M 1.74% +195 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 10,689 $3.65M 1.69% 0 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 10,655 $3.64M 2.18% +3,760 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 10,638 $3.63M 1.37% +17 13F-HR Timeline Tikehau Investment Management More: the full row for Tikehau Investment Management 10,634 $3.63M 5.3% +1,334 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 10,610 $3.62M 0.71% +96 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 10,574 $3.61M 0.34% -315 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 10,561 $3.61M 1.89% +99 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 10,552 $3.6M 0.05% -1,877 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10,526 $3.59M 0.69% +67 13F-HR/A Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 10,493 $3.58M 1.69% +22 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 10,490 $3.58M 2.32% -864 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,486 $3.58M 0.94% -26 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 10,291 $3.58M 0.74% +1,541 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 10,480 $3.58M 0.76% +297 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 10,458 $3.57M 0.57% +1,489 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 10,457 $3.57M 2.77% -11 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,440 $3.56M 0.91% -168 13F-HR/A Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 10,416 $3.56M 0.82% +188 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,406 $3.55M 1.16% +2,133 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 10,405 $3.55M 3.28% -73 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 10,393 $3.55M 0.33% +171 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 10,365 $3.54M 0.3% +751 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 14,591 $3.54M 0.38% +12,856 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 10,301 $3.52M 0.86% +17 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 10,271 $3.51M 1.62% -169 13F-HR Timeline SANDER CAPITAL ADVISORS INC More: the full row for SANDER CAPITAL ADVISORS INC 10,270 $3.51M 1.47% +95 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 10,242 $3.5M 1.38% -34 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,239 $3.5M 0.7% -101 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 10,217 $3.49M 2.5% +357 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,214 $3.49M 1.18% -362 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 10,202 $3.48M 2.04% -1,568 13F-HR Timeline Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 10,200 $3.48M 0.98% 0 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 10,197 $3.48M 1.28% +211 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 10,163 $3.47M 0.33% +1,602 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 10,156 $3.47M 2.43% 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 10,107 $3.45M 1.32% -197 13F-HR Timeline CNB Bank More: the full row for CNB Bank 10,106 $3.45M 1.44% +476 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 10,100 $3.45M 0.94% +310 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 10,070 $3.44M 0.57% -10 13F-HR/A Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 10,053 $3.43M 1.62% -1 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 10,035 $3.43M 1.54% +22 13F-HR Timeline 180 GPS Investments IC Ltd More: the full row for 180 GPS Investments IC Ltd 10,035 $3.43M 1.99% 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 10,034 $3.43M 1.1% +5,750 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 10,032 $3.42M 1.44% -421 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 10,022 $3.42M 0.71% new 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 10,015 $3.42M 0.83% -239 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 10,007 $3.42M 1.14% +27 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,002 $3.41M 0.22% +669 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 10,000 $3.41M 0.08% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 9,990 $3.41M 1.91% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 9,995 $3.41M 1.63% -200 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,850 $3.39M 0.18% -443 13F-HR/A Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 9,921 $3.39M 2.07% +1,076 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,917 $3.39M 0.3% +2 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 9,907 $3.38M 0.21% +2,320 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 9,776 $3.38M 0.94% +19 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 9,894 $3.38M 0.17% -139 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 9,892 $3.38M 0.95% -425 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 9,889 $3.38M 1.57% +9 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 9,876 $3.37M 0.75% +5 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 9,868 $3.37M 0.6% +22 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 9,868 $3.37M 2.35% +87 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 9,865 $3.37M 0.06% +122 13F-HR/A Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 9,853 $3.36M 0.41% -409 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 9,849 $3.36M 2.39% +10 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 9,845 $3.36M 2.07% -592 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 9,782 $3.34M 1.5% -4,646 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 9,764 $3.33M 0.29% -665 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 9,760 $3.33M 0.74% -126 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 9,758 $3.33M 0.36% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 9,748 $3.33M 0.03% -11,358 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 9,746 $3.32M 0.74% -209 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 9,718 $3.32M 1.5% +241 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,713 $3.32M 0.25% -161 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,699 $3.31M 0.25% +160 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 9,691 $3.31M 0.57% -425 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,689 $3.31M 0.15% +668 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 9,643 $3.29M 1.78% -138 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,640 $3.29M 0.64% -351 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,629 $3.29M 0.95% -127 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 9,627 $3.29M 0.15% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 9,619 $3.28M 0.12% +795 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 9,609 $3.28M 1.83% -550 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,604 $3.28M 0.09% -817 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 9,602 $3.28M 1.68% +44 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 9,596 $3.28M 1.01% -9 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,588 $3.27M 0.63% -982 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 9,565 $3.27M 1.18% -122 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 9,545 $3.26M 2.47% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,542 $3.26M 1.18% +121 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 9,525 $3.25M 1.13% -129 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 9,525 $3.25M 0.69% -96 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 9,505 $3.24M 1.45% +91 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 9,500 $3.24M 0.24% +63 13F-HR Timeline TREMBLANT CAPITAL GROUP in group TREMBLANT CAPITAL GROUP More: the full row for TREMBLANT CAPITAL GROUP 9,496 $3.24M 0.33% +778 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 9,481 $3.24M 1.09% +1,830 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 9,480 $3.23M 0.56% -3,881 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 9,461 $3.23M 0.38% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 9,459 $3.23M 0.39% +72 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 9,278 $3.23M +76 Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,457 $3.23M 0.15% -3,402 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 9,456 $3.23M 0.97% -697 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 9,451 $3.23M 2.31% +17 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 9,449 $3.23M 0.7% -519 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 9,508 $3.22M 3.02% +234 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 9,428 $3.22M 2.39% +27 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,426 $3.22M 0.39% +138 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 9,417 $3.21M 0.14% +372 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 9,417 $3.21M 1.45% -150 13F-HR/A Timeline MWA Asset Management More: the full row for MWA Asset Management 9,404 $3.21M 1.77% -249 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 9,403 $3.21M 0.37% +6,173 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 9,341 $3.19M 0.53% -538 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 9,336 $3.19M 0.94% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 9,325 $3.18M 0.13% +258 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 9,259 $3.16M 1.24% +40 13F-HR/A Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 9,258 $3.16M 1.06% -2,420 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 9,248 $3.16M 0.9% -344 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 9,246 $3.16M 0.96% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 9,244 $3.16M 0.29% +273 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 9,239 $3.15M 0.27% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 9,234 $3.15M 0.31% +248 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 9,226 $3.15M 1.24% +562 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 9,223 $3.15M 1.53% +599 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 9,188 $3.14M 0.06% +270 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,182 $3.13M 0.21% +265 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 9,154 $3.13M 0.75% -102 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,125 $3.12M 0.64% +112 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,104 $3.11M 0.37% -287 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 9,102 $3.11M 0.41% +5,239 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 9,098 $3.11M 0.52% -200 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,091 $3.1M 0.16% +267 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,049 $3.09M 0.23% +2,578 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,036 $3.08M 0.25% +428 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,021 $3.08M 0.12% +704 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 9,014 $3.08M 1.49% -138 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 9,004 $3.07M 0.45% -441 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,990 $3.07M 0.21% -285 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 8,965 $3.06M 0.47% +3,394 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 8,925 $3.05M 0.91% +1,515 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 8,914 $3.04M 0.46% -79 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,912 $3.04M 0.93% 0 13F-HR Timeline Group Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 8,897 $3.04M 0.56% +4 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 8,883 $3.03M 1.35% +1,359 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 8,874 $3.03M 1.06% -48 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,844 $3.02M 0.67% +56 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 8,800 $3M 0.46% new 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 8,780 $3M 5.49% +3,440 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,776 $3M 0.77% -30 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 8,766 $2.99M 0.89% +233 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,720 $2.98M 0.63% -125 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 8,720 $2.98M 2.2% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 8,713 $2.97M 1.39% +721 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 8,699 $2.97M 0.19% 0 13F-HR Timeline Group FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 8,693 $2.97M 2.64% +149 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 8,673 $2.96M 0.86% +22 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 8,673 $2.96M 0.1% 0 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 8,561 $2.96M 0.63% +440 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,661 $2.96M 0.29% +15 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,627 $2.95M 0.2% +122 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 8,617 $2.94M 0.56% +433 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 8,602 $2.94M 0.82% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,592 $2.93M 0.24% +228 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,576 $2.93M 0.33% -500 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 8,573 $2.93M 0.92% -867 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 8,263 $2.91M 0.94% +5 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 8,530 $2.91M 1.39% +20 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 8,517 $2.91M 0.14% +3,818 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 8,491 $2.9M 0.8% -53 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,483 $2.9M 0.06% -1,697 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 8,457 $2.89M 0.24% +633 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,442 $2.88M 1.3% 0 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 8,414 $2.87M 0.93% +841 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,412 $2.87M 0.24% -10 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,380 $2.86M 0.33% -200 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 8,378 $2.86M 2.81% +367 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,366 $2.86M 1.15% -6 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 8,364 $2.86M 1.43% -1,693,372 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 8,363 $2.85M 1.05% +3,772 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,358 $2.85M 0.64% +104 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,355 $2.85M 0.54% -72 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 8,112 $2.85M 1.18% +97 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 8,343 $2.85M 0.02% -8,897 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,333 $2.85M 1.36% -182 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 8,314 $2.84M 0.42% +241 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,310 $2.84M 0.66% +45 13F-HR Timeline