Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 29,126 $10.2M 1.37% -523 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 29,049 $10.2M 0.7% +939 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 29,160 $10.2M 0.85% -1,584 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 28,998 $10.2M 0.85% +1,437 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 28,954 $10.2M 0.42% +110 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 28,922 $10.1M 0.33% +6,688 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 28,920 $10.1M 1.81% -1,876 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 28,879 $10.1M 7.41% -38 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 28,826 $10.1M 2.06% +359 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 28,739 $10.1M 1.44% -426 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 28,573 $10M 1.08% -9,689 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 28,573 $10M 1.87% -972 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 28,527 $10M 0.34% +20,858 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 28,513 $10M 0.37% +3,126 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 28,506 $10M 4.34% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 28,430 $9.97M 0.19% +3,554 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 28,394 $9.96M 0.97% new 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 28,323 $9.93M 0.55% +1,138 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 28,317 $9.93M 5.02% +1,064 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 28,293 $9.92M 1.29% -17,017 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 28,250 $9.91M 2.3% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 28,223 $9.9M 0.45% -585 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 28,090 $9.85M 2.13% -20 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 28,088 $9.85M 5.6% -114 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 28,074 $9.85M 2.26% +37 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 27,644 $9.84M 0.34% -227 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 28,034 $9.83M 0.74% +159 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 28,032 $9.83M 0.34% +9,753 13F-HR Timeline MILFORD FUNDS LTD More: the full row for MILFORD FUNDS LTD 28,000 $9.82M 0.19% 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 27,808 $9.75M 1.38% +987 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 27,780 $9.74M 0.57% -673 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 27,776 $9.74M 3.18% -8 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 27,768 $9.74M 1.33% +352 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 27,614 $9.68M 0.41% -787 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 27,605 $9.68M 0.54% +3,601 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 27,495 $9.64M 1.96% +90 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 27,412 $9.61M 0.17% -67,667 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 27,376 $9.6M 0.57% -79 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 27,376 $9.6M 0.4% +126 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 26,907 $9.58M 0.97% -399 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 27,284 $9.57M 2.22% -422 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 27,178 $9.53M 1.41% +740 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 27,116 $9.51M 2.13% 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 27,045 $9.48M 0.64% -1,325 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 27,011 $9.47M 1.09% -211 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 27,318 $9.47M 1.93% -205 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 26,984 $9.46M 4.04% +5,856 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 26,971 $9.46M 3.37% +172 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 26,917 $9.44M 0.87% -117 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 26,906 $9.44M 0.32% -163 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 26,888 $9.43M 1.16% +92 13F-HR Timeline Clio Asset Management LLC More: the full row for Clio Asset Management LLC 26,859 $9.42M 7.32% -100 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 26,814 $9.4M 2.07% -199 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 26,787 $9.39M 2.74% -340 13F-HR Timeline Grafton Street Partners Management Comp… More: the full row for Grafton Street Partners Management Company, LLC 26,762 $9.39M 4.6% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 26,687 $9.37M 0.41% -844 13F-HR Timeline Group Dockside LLC More: the full row for Dockside LLC 26,709 $9.37M 2.41% 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 26,700 $9.36M 6.24% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 26,697 $9.36M 0.9% -6,078 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 26,630 $9.31M 4.03% 0 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 26,520 $9.3M 1.53% +13,520 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 26,493 $9.29M 0.43% +1,007 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 26,465 $9.28M 0.56% -1,042 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 26,442 $9.27M 1.16% +243 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 26,402 $9.26M 0.21% -507,366 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 26,349 $9.24M 0.14% +170 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 26,333 $9.24M 0.36% +12,185 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 26,227 $9.2M 0.46% +565 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 26,195 $9.19M 0.25% -6,055 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 26,188 $9.18M 2.14% -18,727 13F-HR Timeline Group Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 27,942 $9.17M 2.28% -544 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 26,110 $9.16M 1.41% -7,424 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 26,098 $9.15M 0.24% -10,646 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 26,046 $9.13M 1.26% -1,468 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 26,020 $9.13M 0.3% -3,147 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 25,906 $9.09M 0.15% -16,264 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 25,796 $9.07M 0.23% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 25,793 $9.05M 0.5% +1,878 13F-HR Timeline Group BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 26,058 $9.03M 1.55% +1,811 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 25,741 $9.03M 2.73% +265 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 25,684 $9.01M 0.12% +398 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 25,669 $9M 0.4% +1,404 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 25,608 $8.98M 1.06% +1,329 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 25,590 $8.97M 2.33% -464 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 25,557 $8.96M 2.71% +230 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 25,469 $8.93M 0.74% -87 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 25,433 $8.92M 1.42% -284 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 25,424 $8.92M 2.13% +341 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 25,390 $8.9M 1.99% +1,443 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 25,356 $8.89M 4.36% -360 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 25,337 $8.89M 2.21% +615 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 25,327 $8.88M 1.7% +229 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 25,327 $8.88M 1.86% +32 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 25,286 $8.87M 1.1% +182 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 25,249 $8.86M 2.37% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 25,183 $8.83M 0.2% -105 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 25,088 $8.8M 2.91% +3,384 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 25,067 $8.79M 1.93% -44 13F-HR Timeline Claar Advisors LLC More: the full row for Claar Advisors LLC 25,018 $8.77M 2.56% +65 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 24,966 $8.76M 0.64% -1,511 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 24,903 $8.73M 6.96% +1,062 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 24,683 $8.7M 2.33% +2,734 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 24,780 $8.69M 0.58% -631 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 24,704 $8.66M 1.55% +1,889 13F-HR Timeline Meiji Yasuda America Inc More: the full row for Meiji Yasuda America Inc 24,687 $8.66M 1.99% 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 24,602 $8.63M 6.24% -1,000 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 24,592 $8.62M 0.67% -36 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 24,556 $8.61M 1.31% +91 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 24,535 $8.6M 2.22% -20 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 24,500 $8.59M 0.38% -4,000 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 24,382 $8.55M 0.57% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 24,304 $8.52M 0.45% -1,189 13F-HR Timeline Tenere Capital LLC More: the full row for Tenere Capital LLC 24,252 $8.51M 6.59% -76,717 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 24,205 $8.49M 0.07% -518 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 24,203 $8.49M 4.3% -401 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 24,172 $8.48M 0.16% -137 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 24,133 $8.46M 1.05% +406 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 23,856 $8.44M 2.35% -707 13F-HR/A Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 24,011 $8.42M 2.58% -395 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 24,000 $8.42M 1.03% 0 13F-HR Timeline Group EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 23,852 $8.37M 1.21% +75 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 23,760 $8.33M 0.28% +2,560 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 23,742 $8.33M 6.3% +8,825 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 23,728 $8.32M 4.56% -160 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 23,653 $8.3M 1.29% -1,200 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 23,577 $8.27M 1.74% -676 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 23,568 $8.27M 1% -80 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 23,552 $8.26M 2.16% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 23,475 $8.23M 0.92% 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 23,462 $8.23M 1.75% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 23,419 $8.21M 1.83% -14,332 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 23,409 $8.21M 0.66% -168 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 23,396 $8.21M 1.67% +528 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 23,394 $8.2M 0.41% -9,879 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 23,370 $8.2M 1.29% -988 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 23,345 $8.19M +443 Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 23,320 $8.18M 0.98% 0 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 23,164 $8.18M 2.44% -74 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 23,308 $8.17M 1.82% -195 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 23,308 $8.17M 1.08% +1,185 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 23,294 $8.17M 0.59% -1,170 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 23,210 $8.14M 2.08% -715 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 23,161 $8.12M 2.7% +261 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 23,122 $8.11M 0.17% -266 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 23,072 $8.09M 2.52% -431 13F-HR Timeline Explore Capital Management, LLC More: the full row for Explore Capital Management, LLC 23,000 $8.07M 6.69% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 22,971 $8.06M 0.38% -943 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 22,962 $8.05M 1.02% +158 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 22,921 $8.04M 0.79% -19,675 13F-HR Timeline Incline Global Management LLC More: the full row for Incline Global Management LLC 22,851 $8.01M 2.74% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 22,742 $7.98M 2.46% -642 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 22,701 $7.96M 2.57% -6,674 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 22,688 $7.96M 0.24% -5,630 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 22,644 $7.94M 1.91% +2,495 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 22,620 $7.93M 0.38% -1,124 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 22,604 $7.93M 0.52% +220 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 23,818 $7.9M 0.18% +788 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 22,517 $7.9M 2.56% -493 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 22,485 $7.89M 2.59% +470 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 22,462 $7.88M 0.3% +1,245 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 22,327 $7.83M 3.4% +306 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 22,305 $7.82M 1.35% +18 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 22,250 $7.8M 1.6% -31 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 22,250 $7.8M 0.19% +530 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 22,245 $7.8M 1.74% +285 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 22,156 $7.77M 0.52% +421 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 22,136 $7.76M 0.26% -725 13F-HR Timeline Group PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 22,136 $7.76M 0.61% -249 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 22,122 $7.76M 0.23% +1,922 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 22,108 $7.75M 1.07% +88 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 22,053 $7.73M 0.54% -275 13F-HR/A Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 22,033 $7.73M 2.6% +50 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 22,019 $7.72M 1.07% -870 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 21,987 $7.71M 0.35% -2,490 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 21,982 $7.71M 2.68% -60 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 21,879 $7.67M 1.98% +328 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 22,134 $7.67M 3.41% +1,635 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 21,835 $7.66M 1.09% +817 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 21,765 $7.63M 1.95% -15,232 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 21,763 $7.63M 1.74% -861 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 21,742 $7.63M 0.72% +1,400 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 21,736 $7.62M 1.26% -181 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 21,691 $7.61M 0.27% -161 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 21,687 $7.61M 0.48% +456 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 21,641 $7.59M 0.45% -1,797 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 21,632 $7.59M 5.37% 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 21,602 $7.58M 1.6% +29 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 21,600 $7.58M 0.51% +189 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 21,586 $7.57M 0.19% +105 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 21,496 $7.54M 0.87% -117 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 21,448 $7.52M 3.33% -163 13F-HR Timeline Sterling Investment Advisors, Ltd. 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