BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 28,110 $9.6M 2.16% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 28,110 $9.6M 0.65% +604 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 27,306 $9.59M 1.01% -1,471 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 28,103 $9.59M 1.33% +460 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 28,037 $9.57M 2.31% +64 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 27,875 $9.52M 0.73% -69 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 27,791 $9.49M 0.36% +1,873 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 27,784 $9.48M 3.17% -493 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 27,706 $9.46M 2.21% -220 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 27,561 $9.41M 0.81% +414 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 27,531 $9.4M 0.41% +1,106 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 27,514 $9.39M 1.33% +494 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 27,507 $9.39M 0.58% +113 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 27,455 $9.37M 0.58% +524 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 27,416 $9.36M 1.3% +32 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 27,405 $9.36M 1.95% +542 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 27,253 $9.3M 4.75% -808 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 27,250 $9.3M 0.46% +6,442 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 27,222 $9.29M 1.08% +127 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 27,185 $9.28M 0.53% -21,916 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 27,142 $9.27M 0.28% -664 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 27,127 $9.26M 2.74% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 27,069 $9.24M 0.32% +1,733 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 27,034 $9.23M 0.88% -379 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 27,013 $9.22M 2.1% -518 13F-HR Timeline Clio Asset Management LLC More: the full row for Clio Asset Management LLC 26,959 $9.2M 6.83% -124 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 26,821 $9.16M 1.37% +1,473 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 26,816 $9.15M 0.69% +12,759 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 26,799 $9.15M 3.16% -123 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 26,796 $9.15M 1.15% -607 13F-HR Timeline Grafton Street Partners Fund, LP More: the full row for Grafton Street Partners Fund, LP 26,762 $9.14M 4.92% 0 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 26,700 $9.11M 6.19% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 26,630 $9.09M 4.11% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 26,477 $9.04M 0.71% +737 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 26,438 $9.03M 1.37% +747 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 26,381 $9.01M 0.9% -86,089 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 26,199 $8.94M 1.19% -361 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 26,179 $8.94M 0.14% +496 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 26,139 $8.92M 0.93% -7 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 26,054 $8.89M 2.51% +242 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 25,857 $8.83M 1.29% new 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 25,796 $8.81M 0.23% 0 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 25,717 $8.78M +2,206 Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 25,716 $8.78M 4.42% +17 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 25,717 $8.78M 1.54% -661 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 25,676 $8.77M 1.48% -292 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 25,662 $8.76M 0.47% +2,467 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 25,602 $8.74M 6.44% -2,463 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 25,565 $8.73M 0.21% +8,002 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 25,556 $8.72M 0.73% -664 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 24,985 $8.71M 1.18% -550 13F-HR/A Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 25,493 $8.7M 0.47% -217 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 25,486 $8.7M 0.46% -188 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 25,476 $8.7M 3.08% +593 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 25,482 $8.69M 1.21% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 25,464 $8.68M 0.75% +14,885 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 25,411 $8.67M 0.6% +2,536 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 25,387 $8.67M 0.41% +2,934 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 25,327 $8.65M 2.6% -303 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 25,295 $8.63M 1.85% +76 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 25,288 $8.63M 0.21% +1,751 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 25,286 $8.63M 0.11% -623 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 25,225 $8.61M 1.01% +19,838 13F-HR Timeline Group RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 25,111 $8.57M 1.88% +10,952 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 25,104 $8.57M 1.06% -8 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 25,098 $8.57M 1.71% +928 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 25,083 $8.56M 2.09% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 25,058 $8.55M 0.21% +3,535 13F-HR Timeline Claar Advisors LLC More: the full row for Claar Advisors LLC 24,953 $8.52M 2.52% -794 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 24,876 $8.49M 0.18% +1,586 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 24,853 $8.48M 1.37% -775 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 24,775 $8.46M 0.28% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 24,723 $8.44M 0.07% -3,908 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 24,722 $8.44M 2.15% +47 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 24,645 $8.41M 0.26% -671 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 24,628 $8.41M 0.65% +659 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 24,604 $8.4M 4.11% +1,221 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 24,247 $8.39M 1.43% +11,919 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 24,563 $8.39M 2.32% -683 13F-HR/A Timeline SEARLE & CO. More: the full row for SEARLE & CO. 24,555 $8.38M 2.22% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 24,477 $8.36M 0.39% +471 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 24,465 $8.35M 1.3% -21 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,464 $8.35M 0.59% -566 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 24,406 $8.33M 2.61% 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 24,382 $8.32M 0.57% -492 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 24,358 $8.32M 1.42% -59 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 24,309 $8.3M 0.54% -900 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 24,309 $8.3M 0.16% +293 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 24,279 $8.29M 0.97% -301 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 24,265 $8.28M 0.35% -463 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 24,253 $8.28M 1.72% +763 13F-HR Timeline XXEC, Inc. More: the full row for XXEC, Inc. 24,159 $8.25M 6.95% -51 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 24,050 $8.21M 1.54% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 24,004 $8.19M 0.5% +6,806 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 24,000 $8.19M 1.01% 0 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 23,947 $8.18M 1.94% +592 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 23,925 $8.17M 2.01% -931 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 23,915 $8.16M 0.5% +5,676 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 23,914 $8.16M 0.39% -1,414 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 23,888 $8.15M 4.69% -108 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 23,841 $8.14M 7.53% +616 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 23,777 $8.12M 1.14% +3,350 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 23,744 $8.11M 0.4% -1,530 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 23,737 $8.1M 0.22% -49,068 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 23,727 $8.1M 1.02% -7,472 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 23,648 $8.07M 0.97% +321 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 23,577 $8.05M 0.66% -397 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 23,552 $8.04M 2.17% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 23,503 $8.02M 2.56% -340 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 23,503 $8.02M 1.96% -1,371 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 23,462 $8.01M 1.71% -560 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 23,438 $8M 0.35% -252 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 23,384 $7.98M 2.47% -578 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 23,388 $7.98M 0.19% +79 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 23,368 $7.98M 0.04% -2,889 13F-HR Timeline S&CO INC More: the full row for S&CO INC 23,335 $7.97M 0.49% +2,709 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 23,030 $7.96M 0.2% -2,034 13F-HR/A Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 23,320 $7.96M 0.98% 0 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 23,238 $7.93M 2.49% -106 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 23,046 $7.87M 0.78% -16,313 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 23,029 $7.86M 0.18% -6,461 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 23,010 $7.86M 2.49% 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 22,902 $7.82M +453 Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 22,900 $7.82M 0.42% +1,713 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 22,900 $7.82M 2.13% -58,103 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 22,889 $7.81M 0.99% -513 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 22,868 $7.81M 1.72% +230 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 22,861 $7.8M 0.26% -158 13F-HR Timeline Group Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 22,815 $7.79M 1.48% +653 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 22,804 $7.78M 1.02% -739 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 22,733 $7.76M 0.19% -143 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 22,624 $7.72M 1.63% +318 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 22,618 $7.72M 0.61% -8,634 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 22,384 $7.65M 0.54% -179 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 22,385 $7.64M 0.61% -117 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 22,328 $7.62M 0.48% +1,795 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 22,287 $7.61M 1.36% -268 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 22,281 $7.61M 1.6% -185 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,234 $7.59M 0.35% +3,251 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 87,968 $7.58M +86,119 Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 22,123 $7.55M 1.06% +1,493 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 22,042 $7.52M 2.56% -12,652 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 22,021 $7.52M 3.3% -162 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 22,020 $7.52M 1% +165 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 22,015 $7.52M 2.54% +1,323 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 22,009 $7.51M 0.44% -14,719 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 21,983 $7.5M 0.63% -577 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 21,983 $7.5M 2.48% +322 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 21,960 $7.5M 1.74% -2,653 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 21,949 $7.49M 2.05% +1,998 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 21,943 $7.49M 2.85% -1,055 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 21,917 $7.48M 1.28% -918 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 21,888 $7.47M 1.77% +3,213 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 21,852 $7.46M 0.28% +1,640 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 21,847 $7.46M 1.61% -914 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 21,767 $7.43M 0.55% -75 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 21,735 $7.42M 0.51% +448 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 21,720 $7.41M 0.18% -2,819 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 21,704 $7.41M 2.48% +3,904 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 21,364 $7.39M 1.06% +4 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 36,997 $7.39M 2.04% +14,778 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 21,613 $7.38M 0.88% +335 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 21,611 $7.38M 3.35% +5,658 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 21,583 $7.37M 2.33% +22 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 21,573 $7.36M 1.6% -59 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 21,551 $7.36M 1.93% +404 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 21,536 $7.35M 0.84% +30 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 21,481 $7.33M 0.19% -9,165 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 21,464 $7.33M 0.43% -581 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 20,606 $7.32M 2.76% +388 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 21,411 $7.31M 0.5% +512 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 21,367 $7.29M 1.65% +299 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 21,319 $7.28M 1.03% +220 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 21,258 $7.26M 1.41% -19 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 21,231 $7.25M 0.47% +380 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 21,217 $7.24M 0.28% +1,429 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 21,200 $7.24M 0.27% -780 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 21,164 $7.22M 0.15% new 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 21,128 $7.21M 3.31% -1,030 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 21,018 $7.18M 1.08% +88 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 21,015 $7.17M 2.71% -369 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 20,951 $7.15M 1.05% -136 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 20,949 $7.15M 0.43% -47 13F-HR Timeline Pacifica Partners Inc. 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