First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 11,734 $4.12M 1.97% +260 13F-HR Timeline Group Saber Capital Managment, LLC More: the full row for Saber Capital Managment, LLC 11,722 $4.11M 3.51% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,721 $4.11M 0.05% -278 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,697 $4.1M 0.33% +317 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 11,683 $4.1M 2.4% +80 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,589 $4.06M 0.09% +73 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 11,585 $4.06M 1.15% -191 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,573 $4.06M 0.44% -552 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 11,548 $4.05M 0.62% +280 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 11,527 $4.04M 1.2% +95 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,500 $4.03M 0.46% +27 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 11,489 $4.03M 0.48% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 11,462 $4.02M 0.27% +10,602 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 11,409 $4M 1.11% +74 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 11,402 $4M 0.91% -330 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 11,400 $4M 0.84% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 11,382 $3.99M 1.58% +1,664 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,366 $3.99M 0.42% -551 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 11,314 $3.97M 0.21% +485 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 11,305 $3.96M 0.02% +2,962 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 11,302 $3.96M 0.81% +302 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 11,296 $3.96M 1.67% -100 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 11,278 $3.96M 0.82% +987 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 11,263 $3.95M 1.82% +4,679 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 11,233 $3.94M 1.2% +1,226 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 11,219 $3.93M 0.75% +739 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 11,211 $3.93M 1.1% +4,029 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 11,198 $3.93M 0.89% +897 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 11,163 $3.91M 0.86% +50 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11,160 $3.91M 0.5% +87 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 11,152 $3.91M 0.23% +2,695 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 11,137 $3.91M 1.01% +2,212 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,132 $3.9M 0.75% -4 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 11,135 $3.9M 2.52% -61 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 12,007 $3.89M 0.66% +300 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 11,086 $3.89M 1.67% -29 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,073 $3.88M 0.47% -302 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 11,041 $3.87M 0.77% +1,592 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 11,028 $3.87M 2.56% +126 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,026 $3.87M 1.17% -22 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 10,994 $3.86M 0.94% -1,415 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 10,983 $3.85M 0.45% -50 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 10,963 $3.84M 1.02% +863 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,927 $3.83M 0.94% -391 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 10,917 $3.83M 1.59% +180 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10,848 $3.8M 0.47% +5,251 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 10,844 $3.8M 1.95% -36 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 10,818 $3.79M 0.06% +10,000 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 10,817 $3.79M 0.74% +401 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,810 $3.79M 0.98% -1,790 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 10,810 $3.79M 0.76% -219 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 10,810 $3.79M 0.81% 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 10,769 $3.78M 1.9% +208 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 10,751 $3.77M 0.79% -216 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 10,746 $3.77M 0.22% -53 13F-HR Timeline Group Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 11,134 $3.77M 1.43% +5,907 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 10,725 $3.76M 0.72% -13,325 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 10,702 $3.75M 0.92% -521 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 10,684 $3.75M 1.08% -634 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,675 $3.74M 0.12% +1,056 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 10,674 $3.74M 0.58% +216 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 10,668 $3.74M 1.1% -228 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10,649 $3.73M 0.78% -173 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 10,611 $3.72M 2.07% -792 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,605 $3.72M 0.91% +119 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 10,541 $3.72M 1.73% -148 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 10,580 $3.71M 0.86% -305 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,558 $3.7M 0.79% +344 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 10,552 $3.7M 0.05% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 10,544 $3.7M 0.34% +151 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 10,532 $3.69M 1.45% +1,306 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 10,528 $3.69M 1.79% +35 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 10,682 $3.69M 0.86% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10,514 $3.69M 0.7% -12 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,509 $3.69M 0.3% +745 13F-HR Timeline Group LYNWOOD PRICE CAPITAL MANAGEMENT LP More: the full row for LYNWOOD PRICE CAPITAL MANAGEMENT LP 10,500 $3.68M 1.79% -3,500 13F-HR Timeline CNB Bank More: the full row for CNB Bank 10,460 $3.67M 1.5% +354 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 11,033 $3.66M 0.79% +283 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 10,406 $3.65M 0.71% -204 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 10,403 $3.65M 1.1% -1,210 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,387 $3.64M 0.36% -737 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 10,368 $3.64M 0.38% -2,003 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 10,356 $3.63M 1.4% +114 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 10,341 $3.63M 1.32% -297 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 10,320 $3.62M 3.25% -85 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,308 $3.62M 1.11% -98 13F-HR Timeline TenCore Partners, LP More: the full row for TenCore Partners, LP 10,304 $3.61M 1.85% -1,100 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 10,281 $3.61M 0.78% +405 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 10,253 $3.6M 0.62% +385 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 10,213 $3.58M 2.43% +57 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 10,210 $3.58M 2.01% +8 13F-HR Timeline Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 10,200 $3.58M 1.01% 0 13F-HR/A Timeline Group Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 10,187 $3.57M 2.56% -30 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,164 $3.56M 0.69% -75 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 10,156 $3.56M 0.51% +1,191 13F-HR/A Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,147 $3.56M 0.4% +721 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 10,135 $3.55M 1.46% +1,252 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 10,133 $3.55M 0.06% +268 13F-HR/A Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 10,127 $3.55M 0.19% +220 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,102 $3.54M 0.89% -338 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 10,099 $3.54M 1.35% -8 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,072 $3.53M 0.16% +383 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 10,064 $3.53M 0.49% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,042 $3.52M 0.17% +5,879 13F-HR/A Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 10,025 $3.52M 1.88% +35 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 10,000 $3.51M 0.09% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 11,672 $3.51M 0.42% -1,563 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 9,990 $3.5M 16.22% -33,229 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 10,550 $3.5M 2.51% -246 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 9,974 $3.5M 1.53% -61 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 9,965 $3.49M 1.63% -30 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 9,960 $3.49M 2.38% +92 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,934 $3.49M 0.3% +17 13F-HR/A Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 9,945 $3.49M 1.02% 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 9,913 $3.48M 1.13% +388 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 9,907 $3.47M 0.41% +54 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 9,897 $3.47M 1.06% 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 9,892 $3.47M 0.58% -178 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 9,885 $3.47M 1.59% -4 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 9,870 $3.46M 1.53% -162 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 9,845 $3.45M 0.78% -170 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 9,839 $3.45M 2% 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 9,835 $3.45M 0.59% -187 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 9,776 $3.43M 0.75% +16 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 9,774 $3.43M 1.42% +2,379 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 9,772 $3.43M 2.72% -685 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 9,767 $3.43M 0.4% -18,715 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 9,767 $3.43M 0.75% 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 9,744 $3.42M 0.86% -2,089 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,723 $3.41M 0.51% +1,365 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 9,707 $3.4M 2.77% 13F-HR/A Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 9,705 $3.4M 2.33% -144 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 9,689 $3.4M 0.58% -2 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 9,651 $3.38M 0.53% +310 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 9,646 $3.38M 0.94% -130 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 9,646 $3.38M 0.31% -928 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 9,640 $3.38M 1.95% +38 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 9,640 $3.38M 1.95% +6,193 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 9,600 $3.37M 1.14% +342 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 9,597 $3.37M 2.83% 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 9,580 $3.36M 0.23% +80 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 9,576 $3.36M 1.8% -67 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 9,571 $3.36M 0.66% +46 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 9,561 $3.35M 2.25% -929 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 9,551 $3.35M 1.44% +46 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 9,531 $3.34M 0.16% -363 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 9,480 $3.32M 2.28% +52 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 9,476 $3.32M 1.27% -1,463 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 9,475 $3.32M 1.56% +252 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 9,470 $3.32M 1.15% -95 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 9,465 $3.32M 2.27% +14 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 9,464 $3.32M 1.26% -7,954 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 9,447 $3.31M 1.3% +30 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 9,414 $3.3M 1.82% -195 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 9,412 $3.3M 0.95% +1,372 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 9,383 $3.29M 2.72% 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 9,378 $3.29M 0.03% +1,722 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 10,099 $3.29M 1.3% +1,987 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,360 $3.28M 0.25% -353 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 9,347 $3.28M 0.98% -249 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,341 $3.28M 0.09% -263 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,333 $3.27M 0.63% -255 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 9,330 $3.27M 0.36% -129 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 9,329 $3.27M 1.43% +3,925 13F-HR Timeline TREMBLANT CAPITAL GROUP in group TREMBLANT CAPITAL GROUP More: the full row for TREMBLANT CAPITAL GROUP 9,326 $3.27M 0.08% -170 13F-HR Timeline Group Castellan Group More: the full row for Castellan Group 9,321 $3.27M 0.41% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,291 $3.26M 0.91% -338 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 9,271 $3.25M 0.28% -487 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 9,256 $3.25M 0.13% -69 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,252 $3.24M 1.17% -290 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 9,246 $3.24M 0.95% 0 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 9,365 $3.24M +87 Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 9,244 $3.24M 1.27% -15 13F-HR Timeline Group Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 9,240 $3.24M 0.27% +1 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 9,236 $3.24M 0.77% +82 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 9,222 $3.23M 0.06% +1,670 13F-HR Timeline Group Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 9,221 $3.23M 0.91% -27 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,211 $3.23M 0.21% +29 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,207 $3.23M 0.16% +116 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 9,800 $3.22M 2.75% +292 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,170 $3.22M 0.65% +45 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 9,099 $3.19M 0.28% -145 13F-HR Timeline SANDER CAPITAL ADVISORS INC More: the full row for SANDER CAPITAL ADVISORS INC 9,085 $3.19M 1.52% -1,185 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 9,080 $3.18M 1.15% -401 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 9,076 $3.18M 1.77% -328 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,983 $3.18M 0.21% -66 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 9,048 $3.17M 0.52% -50 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 9,596 $3.17M 0.79% -296 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 9,016 $3.16M 0.44% -2,709 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 9,011 $3.16M 0.94% -445 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,002 $3.16M 0.37% -102 13F-HR Timeline Warm Springs Advisors Inc. 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