Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 4,872 $1.71M 0.5% -66 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 4,869 $1.71M 2.58% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,867 $1.71M 1.14% +136 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,863 $1.7M 0.19% -904 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 4,855 $1.7M 0.58% -114 13F-HR Timeline Knoll Capital Management, LLC More: the full row for Knoll Capital Management, LLC 4,850 $1.7M 1.11% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,831 $1.69M 0.37% -24 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,824 $1.69M 0.49% -1 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,822 $1.69M 0.46% -36 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,821 $1.69M 0.49% +84 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,810 $1.69M 0.89% +110 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,810 $1.69M 1.62% +59 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,809 $1.69M 0.76% -80 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 4,800 $1.68M 0.91% 0 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 4,800 $1.68M 0.88% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,799 $1.68M 1.28% -133 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,794 $1.68M 1.09% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,291 $1.67M 1.16% -2 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 4,756 $1.67M 0.37% -1,001 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 4,750 $1.66M 0.58% 0 13F-HR Timeline HARBERT FUND ADVISORS, LLC More: the full row for HARBERT FUND ADVISORS, LLC 4,750 $1.66M 1.93% -1,500 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,750 $1.66M 0.04% -1,160 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,748 $1.66M 0.59% -59 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 4,746 $1.66M 0.66% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,745 $1.66M 0.45% -245 13F-HR/A Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 4,730 $1.66M 0.69% -413 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,906 $1.66M 0.68% +50 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,718 $1.65M 0.16% +10 13F-HR Timeline Trust Co More: the full row for Trust Co 4,703 $1.65M 0.2% -620 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 4,702 $1.65M 0.51% +18 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 4,700 $1.65M 0.05% -100 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,682 $1.64M 0.06% -32 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,679 $1.64M 0.09% +156 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,679 $1.64M 0.22% +22 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,670 $1.64M 0.24% +848 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,669 $1.64M 0.34% +1 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,665 $1.64M 0.06% -33 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,641 $1.63M 0.5% +57 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,641 $1.63M 0.29% -7 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,635 $1.62M 0.17% +1,001 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 4,839 $1.62M 0.35% +39 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,631 $1.62M 0.15% +3,792 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,629 $1.62M 0.37% +1 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 4,628 $1.62M 0.68% -17 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,628 $1.62M 0.78% +20 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,615 $1.62M 1.05% +85 13F-HR Timeline Horiko Capital Management LLC More: the full row for Horiko Capital Management LLC 4,600 $1.61M 0.47% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,597 $1.61M 0.68% -105 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,596 $1.61M 0.42% new 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 4,590 $1.61M 0.84% +24 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,586 $1.61M 0.14% +96 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,585 $1.61M 0.75% -367 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,870 $1.61M 0.21% +1,067 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,578 $1.6M 0.87% +173 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,576 $1.6M 0.51% +2,458 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,570 $1.6M 0.35% +2,463 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 4,567 $1.6M 1.11% +505 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 4,567 $1.6M 0.9% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,555 $1.6M 0.3% +152 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 4,550 $1.59M 0.07% +50 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,545 $1.59M 0.82% -9 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,539 $1.59M 0.02% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,531 $1.59M 0.95% +27 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,523 $1.59M 1.64% +21 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,513 $1.58M 1.61% +5 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 4,496 $1.58M 0.42% -33 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,484 $1.57M 0.36% +460 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,483 $1.57M 0.3% +195 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,478 $1.57M 0.26% +1,305 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,483 $1.57M 0.44% -185 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 4,481 $1.57M 1.88% -50 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,481 $1.57M 0.54% +340 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 4,473 $1.57M 2.4% -7,575 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,466 $1.57M 0.13% +103 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 4,464 $1.56M 2.39% -1,066 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 4,465 $1.56M 0.11% -17 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,462 $1.56M 0.44% -29 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,455 $1.56M 0.58% +314 13F-HR Timeline Group LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,454 $1.56M 1.12% -389 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,644 $1.56M 0.61% -141 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 4,444 $1.56M 1.19% 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,439 $1.56M 0.32% +2,211 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,430 $1.55M 0.04% -77 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,414 $1.55M 0.57% -20 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 4,457 $1.54M 0.74% +71 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 4,382 $1.54M 0.47% new 13F-HR/A Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 4,380 $1.54M 0.19% -35 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,376 $1.53M 1.04% -1,659 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,370 $1.53M 0.2% +608 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,364 $1.53M 0.36% -862 13F-HR Timeline Group RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 4,362 $1.53M 1.1% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,359 $1.53M 0.84% +2,252 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,356 $1.53M 0.39% -570 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,352 $1.53M 0.13% -193 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 4,351 $1.52M 0.83% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 4,348 $1.52M 0.63% 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 4,347 $1.52M 0.73% -2,196 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 4,342 $1.52M 1.72% +2,409 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 4,342 $1.52M 1.9% 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 4,341 $1.52M 0.98% -2,996 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,329 $1.52M 1.15% -16 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 4,328 $1.52M 1.67% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,328 $1.52M 1.06% -23 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 4,325 $1.52M 0.42% +443 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,322 $1.51M 0.13% -439 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 4,320 $1.51M 0.07% -1,050 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,317 $1.51M 0.64% -2,345 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,316 $1.51M 0.25% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,310 $1.51M 0.41% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,309 $1.51M 0.43% -255 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,308 $1.51M 0.96% +772 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,295 $1.5M 0.59% -756 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 4,288 $1.5M 0.59% -11 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 4,288 $1.5M 1.19% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 4,302 $1.5M 0.53% +499 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,262 $1.49M 0.37% +333 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 4,262 $1.49M 1.3% +15 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 4,257 $1.49M 0.69% -11 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,256 $1.49M 0.98% +55 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,251 $1.49M 0.38% new 13F-HR Timeline Price Capital Management, Inc. More: the full row for Price Capital Management, Inc. 4,250 $1.49M 3.76% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,234 $1.48M 0.11% +1,002 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 4,224 $1.48M 0.02% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,221 $1.48M 1.28% +211 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,220 $1.48M 0.67% +356 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,216 $1.48M 0.42% +166 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 4,208 $1.47M 1.41% -100 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,202 $1.47M 1.7% -694 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,201 $1.47M 0.53% +55 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 4,200 $1.47M 1.37% -830 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,200 $1.47M 0.96% +754 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 4,199 $1.47M 0.52% -60 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,532 $1.47M 0.32% -678 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,195 $1.47M 0.4% -3 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,190 $1.47M 0.86% 0 13F-HR Timeline Group Adero Partners, LLC More: the full row for Adero Partners, LLC 4,188 $1.47M 0.1% +159 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 4,186 $1.47M 0.24% -105 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 4,184 $1.47M 1.37% -200 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,180 $1.46M 0.95% -75 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 4,170 $1.46M 1.11% +179 13F-HR/A Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,164 $1.46M 0.83% -128 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,164 $1.46M 0.11% -15 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,162 $1.46M 0.14% +656 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,157 $1.46M 0.5% -109,593 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4,156 $1.46M 0.22% +185 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,149 $1.45M 0.52% -355 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,136 $1.45M 0.32% -58 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 4,114 $1.44M 0.65% -14 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,112 $1.44M 0.77% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 4,112 $1.44M 0.35% 0 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 4,105 $1.44M 0.13% -220 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 4,094 $1.43M 0.93% -131 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 4,094 $1.43M 0.28% +819 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,087 $1.43M 0.29% -3,598 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,079 $1.43M 0.08% +224 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,076 $1.43M 0.11% -788 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 4,076 $1.43M 1% +21 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,073 $1.43M 1.17% +31 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 4,072 $1.43M 0.06% -31 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,072 $1.43M 0.68% -51 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,113 $1.42M 0.8% +183 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,065 $1.42M 0.47% +95 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,062 $1.42M 0.78% -71 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,060 $1.42M 0.39% +35 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,060 $1.42M 0.85% +22 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 4,058 $1.42M 0.3% +477 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 4,049 $1.42M 0.27% +88 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,044 $1.42M 0.6% -229 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,039 $1.42M 0.4% -449 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,030 $1.41M 0.1% +1,629 13F-HR Timeline Sunflower Bank, N.A. 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