Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 15,280 $4.83M 1.82% -18 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 15,270 $4.83M 0.44% +423 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 15,261 $4.82M 2.24% +986 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 15,251 $4.82M 0.58% +3,552 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 15,249 $4.82M 0.36% -353 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 15,234 $4.81M 0.44% -214 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 15,220 $4.81M 0.54% -506 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 15,189 $4.8M 0.46% +81 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 15,182 $4.8M 0.36% -168 13F-HR Timeline Group Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 15,159 $4.79M 1.71% +551 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 15,145 $4.79M 0.27% -270 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 15,095 $4.77M 0.06% -58 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 15,072 $4.76M 1.6% -73 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 15,052 $4.76M 0.85% +209 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 15,052 $4.76M 1.53% -104 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 15,000 $4.74M 0.74% 0 13F-HR Timeline Blue Grotto Capital, LLC More: the full row for Blue Grotto Capital, LLC 15,000 $4.74M 0.87% new 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 14,974 $4.73M 2.08% -529 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 14,970 $4.73M 0.62% -164 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 14,948 $4.72M 2.32% -37 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 14,931 $4.72M 0.87% -45 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 14,911 $4.71M 0.63% +4,963 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 14,907 $4.71M 0.3% +3,582 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 14,884 $4.7M 1.28% +2,409 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 14,827 $4.69M 2.15% +1,102 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 14,825 $4.69M 0.95% +799 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 14,815 $4.68M 2.17% -355 13F-HR Timeline Otter Creek Advisors, LLC More: the full row for Otter Creek Advisors, LLC 14,800 $4.68M 3.22% new 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 14,795 $4.68M 0.26% +7,206 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 14,760 $4.66M 1.64% -120 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 14,760 $4.66M 1.02% +11 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 14,750 $4.66M 1.3% +1,092 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,736 $4.66M 0.17% -998 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 14,719 $4.65M 2.91% -749 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 14,709 $4.65M 2.64% 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 14,703 $4.65M 0.38% +770 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 14,698 $4.65M 0.97% -1,489 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 14,697 $4.64M 0.2% +8,904 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 14,683 $4.64M 2.64% 0 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 14,671 $4.64M 1.74% -291 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 14,663 $4.63M 0.98% +278 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 14,649 $4.63M 0.48% -516 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 14,639 $4.63M 0.23% +80 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 14,633 $4.62M 2.15% +1,100 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 14,599 $4.61M 0.52% +87 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 14,568 $4.6M 0.27% -55 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 14,561 $4.6M 1.59% +3 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 14,525 $4.59M 0.99% 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 14,493 $4.58M 0.29% -319 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,485 $4.58M 0.25% -1,629 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 14,483 $4.58M 0.67% +255 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 14,451 $4.57M 1.48% -106 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 16,558 $4.55M 0.82% 0 13F-HR/A Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 14,436 $4.55M 0.3% -19 13F-HR Timeline Bell Bank More: the full row for Bell Bank 14,401 $4.55M 0.34% +167 13F-HR Timeline Maxwell Wealth Strategies Inc. More: the full row for Maxwell Wealth Strategies Inc. 14,363 $4.54M 1.85% +1 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 14,333 $4.53M 0.72% -281 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 14,331 $4.53M 0.61% +3,642 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 14,265 $4.51M 0.58% -155 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 14,241 $4.5M 0.47% +1,439 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,222 $4.49M 0.18% +22 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 14,218 $4.49M 0.07% +898 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 14,163 $4.48M 0.83% +334 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 14,121 $4.46M 1.43% -108 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 14,120 $4.46M 1.19% 0 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 14,109 $4.46M 5.75% -17,106 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 14,105 $4.46M 0.89% -5,055 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 14,103 $4.46M 2.6% +37 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 14,101 $4.46M 0.12% +820 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 14,099 $4.46M 0.96% +1,431 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 14,088 $4.45M -705 Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 14,069 $4.45M 1.24% -77 13F-HR Timeline Munro Partners More: the full row for Munro Partners 14,050 $4.44M 0.15% -214,645 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 14,049 $4.44M 3.06% 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 14,040 $4.44M 0.08% +51 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 14,004 $4.43M 0.43% +1,547 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 13,995 $4.42M 0.39% +59 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 13,985 $4.42M 1.66% -522 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 13,944 $4.41M 1.3% -47 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 13,915 $4.4M 0.16% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 13,915 $4.4M 0.48% +40 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 13,898 $4.4M 1.28% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,874 $4.38M 0.55% +116 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 13,844 $4.38M 1.1% -540 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 13,837 $4.37M 1.57% -541 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 13,794 $4.36M 0.82% -583 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 13,728 $4.34M 0.28% +4,550 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 13,708 $4.33M 0.56% +55 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,691 $4.33M 0.85% -158 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 14,027 $4.32M 0.83% -1,565 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 13,657 $4.32M 0.34% +2,864 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 13,600 $4.3M 1.26% 0 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 13,586 $4.29M 0.69% +643 13F-HR/A Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 13,555 $4.28M 0.33% -2,240 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 13,548 $4.27M 1.7% -4,308 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 13,476 $4.26M 0.7% +287 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 11,924 $4.25M 1.13% -1,906 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 13,414 $4.24M 2.37% -4 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 13,404 $4.24M 0.46% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 13,391 $4.23M 0.56% +610 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 13,381 $4.23M 1.29% -425 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 13,378 $4.23M 0.31% +339 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 13,351 $4.22M 0.18% -180 13F-HR Timeline Chiron Investment Management, LLC More: the full row for Chiron Investment Management, LLC 13,315 $4.21M 1.4% new 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 13,300 $4.2M 1.7% +100 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 13,292 $4.2M 0.34% +2,650 13F-HR/A Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 13,255 $4.19M 2.68% +297 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 13,241 $4.18M 0.56% +479 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 13,228 $4.18M 0.59% -342 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 13,204 $4.17M 0.96% +337 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 13,138 $4.15M 1.65% -128 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 13,104 $4.14M 0.66% -3,027 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 13,095 $4.14M 2.5% +100 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 13,050 $4.12M 2.63% +41 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 17,350 $4.12M 1.99% 0 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 12,991 $4.11M 0.79% +287 13F-HR/A Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 12,982 $4.1M 0.23% -91 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 12,979 $4.1M 1% +115 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 12,957 $4.09M 0.39% -125 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,796 $4.09M 0.25% -2,050 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 12,929 $4.09M 0.79% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 12,894 $4.08M 0.27% +2,593 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 12,878 $4.07M 1.21% +1,035 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 12,863 $4.07M 0.41% +8,281 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 12,858 $4.06M 1.46% +33 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 12,852 $4.06M 1.73% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 12,847 $4.06M 0.89% -271 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 12,830 $4.05M 0.22% +743 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 12,795 $4.04M 1.34% -48 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 12,762 $4.03M 2.67% +123 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,760 $4.03M 0.25% -188 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 12,744 $4.03M 0.5% -31,943 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 12,701 $4.01M 0.75% +90 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 12,642 $4M 0.42% +2,524 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 12,614 $3.99M 0.8% -107 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,581 $3.98M 0.41% -241 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,576 $3.97M 0.65% -58 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 12,568 $3.97M 0.12% -1,005 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 12,542 $3.96M 0.07% +352 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 12,538 $3.96M 1.09% -375 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 12,531 $3.96M 0.49% +394 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 12,531 $3.96M 0.36% +1,792 13F-HR Timeline SOROS CAPITAL MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS CAPITAL MANAGEMENT LLC 12,467 $3.94M 0.62% +4,360 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 12,465 $3.94M 1.49% -649 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 12,432 $3.93M 0.18% +10,427 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 12,433 $3.93M 0.76% -251 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 12,424 $3.93M 0.12% new 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 12,400 $3.92M 0.14% +2,100 13F-HR Timeline Group Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 12,540 $3.91M 0.83% +667 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 12,325 $3.9M 0.41% -14,524 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 12,294 $3.89M 1.13% -279 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 12,263 $3.88M 0.25% -184 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,259 $3.87M 0.26% +740 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 12,201 $3.86M 1.61% +5,923 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 12,178 $3.85M 0.76% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 12,156 $3.84M 0.28% -88 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 12,131 $3.83M 2.34% -577 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,117 $3.83M 1.5% +601 13F-HR Timeline Forge First Asset Management Inc. More: the full row for Forge First Asset Management Inc. 12,100 $3.83M 1.37% 0 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 12,105 $3.83M 0.87% +219 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 12,090 $3.82M 1.41% -1,433 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 12,078 $3.82M 0.78% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 12,057 $3.81M 0.46% +87 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 12,049 $3.81M 0.37% +3,520 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 12,048 $3.81M 2.78% 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 12,023 $3.8M 0.66% +230 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,011 $3.8M 0.41% -349 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 12,001 $3.79M 1.83% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 11,991 $3.79M 0.99% -22 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 11,991 $3.79M 0.32% +217 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,980 $3.79M 0.18% -17,749 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,971 $3.78M 0.57% +257 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,948 $3.78M 0.57% -1,724 13F-HR/A Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,931 $3.77M 0.91% +152 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,910 $3.76M 1.12% +943 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 11,902 $3.76M 0.7% -6,040 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 11,892 $3.76M 1.07% -522 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 11,880 $3.75M 1.95% +1,641 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 11,878 $3.75M 1.54% -56 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 11,872 $3.75M 2.67% 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 11,863 $3.75M 1.01% -7,050 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 12,215 $3.75M 0.67% +736 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 11,811 $3.73M 0.55% +2,917 13F-HR/A Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 11,689 $3.69M 1.46% -188 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 11,686 $3.69M +4,388 Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 11,685 $3.69M 0.99% -190 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 11,676 $3.69M 0.97% +470 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 11,666 $3.69M 0.56% -800 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 11,660 $3.68M 1.41% 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 11,639 $3.68M 1.33% -1,958 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 11,639 $3.68M 2.51% +393 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 11,628 $3.67M 0.98% -246 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 11,620 $3.67M 0.87% 0 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 11,605 $3.67M 0.95% +57 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 11,593 $3.66M 0.99% +667 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 11,591 $3.66M 0.61% +789 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,587 $3.66M 0.57% +150 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 11,586 $3.66M 1.55% -165 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,538 $3.65M 0.94% -329 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 11,533 $3.64M 2.26% 13F-HR Timeline